Institutional Ownership Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND). We have compiled data on the 530 institutions that hold shares in the stock, with a total of 52.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
17,769
shares
|
$1.66 Million
0.07% of portfolio
|
Q3 2025
Added 40.61%
|
|
|
University Of Texas
|
Nov 13, 2025 Q3 2025 |
17,742
shares
|
$1.66 Million
0.25% of portfolio
|
Q4 2023
Reduced 12.63%
|
|
|
Ascent Group, LLC
|
Jan 20, 2026 Q4 2025 |
17,599
shares
|
$1.64 Million
0.06% of portfolio
|
Q4 2025
Added 2.23%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
17,548
shares
|
$1.64 Million
0.69% of portfolio
|
Q3 2025
Reduced 9.19%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Oct 20, 2025 Q3 2025 |
17,345
shares
|
$1.62 Million
1.88% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
16,966
shares
|
$1.58 Million
0.03% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
16,408
shares
|
$1.53 Million
0.18% of portfolio
|
Q4 2025
Added 34.77%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
16,296
shares
|
$1.52 Million
0.17% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
15,714
shares
|
$1.47 Million
0.5% of portfolio
|
Q3 2025
Added 15.94%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
15,697
shares
|
$1.46 Million
0.08% of portfolio
|
Q4 2025
Added 2.13%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
15,620
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2025
Added 37.31%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
15,455
shares
|
$1.44 Million
0.65% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
15,448
shares
|
$1.44 Million
6.62% of portfolio
|
Q1 2022
Added 21657.75%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jan 07, 2026 Q4 2025 |
14,910
shares
|
$1.39 Million
0.47% of portfolio
|
Q4 2025
Reduced 12.69%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
14,396
shares
|
$1.34 Million
0.2% of portfolio
|
Q3 2024
Added 36.16%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
14,343
shares
|
$1.34 Million
0.1% of portfolio
|
Q4 2025
Reduced 1.48%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Nov 13, 2025 Q3 2025 |
14,337
shares
|
$1.34 Million
0.48% of portfolio
|
Q4 2024
Added 12.12%
|
|
|
Westside Investment Management, Inc.
|
Jan 23, 2026 Q4 2025 |
14,316
shares
|
$1.34 Million
0.21% of portfolio
|
Q4 2025
Reduced 0.14%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
14,286
shares
|
$1.33 Million
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
14,226
shares
|
$1.33 Million
0.12% of portfolio
|
Q3 2025
Added 13.84%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
13,947
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 22, 2026 Q4 2025 |
13,835
shares
|
$1.29 Million
0.12% of portfolio
|
Q4 2025
Added 5.68%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
13,794
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
13,702
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2025
Reduced 17.62%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
13,646
shares
|
$1.27 Million
0.43% of portfolio
|
Q1 2025
Added 105.08%
|
|