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 |
|---|---|---|---|---|---|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
5,980
shares
|
$557,934
0.24% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
5,975
shares
|
$557,467
0.31% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
5,870
shares
|
$547,671
0.0% of portfolio
|
Q3 2025
Added 23.84%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 13, 2026 Q4 2025 |
5,828
shares
|
$543,752
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
5,814
shares
|
$542,446
0.01% of portfolio
|
Q3 2025
Reduced 46.24%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
5,725
shares
|
$534,142
0.07% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
5,667
shares
|
$528,731
0.02% of portfolio
|
Q3 2025
Reduced 13.81%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
5,629
shares
|
$525,185
0.43% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
5,577
shares
|
$520,334
0.13% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
5,517
shares
|
$514,736
0.41% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
5,510
shares
|
$514,083
0.01% of portfolio
|
Q4 2025
Reduced 21.44%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
5,489
shares
|
$512,123
0.29% of portfolio
|
Q2 2024
Added 21.2%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
5,487
shares
|
$511,937
0.35% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
5,474
shares
|
$510,724
0.02% of portfolio
|
Q3 2025
Reduced 23.28%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 07, 2025 Q3 2025 |
5,467
shares
|
$510,071
0.2% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,462
shares
|
$509,604
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
5,399
shares
|
$503,726
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 21, 2026 Q4 2025 |
5,344
shares
|
$498,595
0.23% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
5,332
shares
|
$497,475
0.04% of portfolio
|
Q4 2024
Reduced 98.82%
|
|
|
Investment Advisory Group, LLC
|
Jan 23, 2026 Q4 2025 |
5,308
shares
|
$495,236
0.13% of portfolio
|
Q3 2024
Added 24.37%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
5,135
shares
|
$479,095
0.25% of portfolio
|
Q2 2023
Reduced 0.85%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
5,111
shares
|
$476,856
0.16% of portfolio
|
Q3 2025
Added 64.34%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
5,096
shares
|
$475,456
0.12% of portfolio
|
Q4 2025
Reduced 2.15%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
5,030
shares
|
$469,299
0.0% of portfolio
|
Q1 2025
Added 33.95%
|
|
|
Leisure Capital Management
|
Nov 06, 2025 Q3 2025 |
4,929
shares
|
$459,875
0.17% of portfolio
|
Q2 2025
Added 8.83%
|
|