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 |
|---|---|---|---|---|---|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
4,909
shares
|
$458,009
0.09% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Act Advisors, Llc.
|
Jan 14, 2026 Q4 2025 |
4,720
shares
|
$440,376
0.18% of portfolio
|
Q4 2025
Added 2.7%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
4,622
shares
|
$431,232
0.06% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
4,585
shares
|
$427,780
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
4,560
shares
|
$425,448
0.07% of portfolio
|
Q4 2022
Added 6.92%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
4,496
shares
|
$419,476
0.32% of portfolio
|
Q3 2025
Reduced 13.97%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
4,484
shares
|
$418,357
0.07% of portfolio
|
Q3 2025
Added 10.36%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
4,478
shares
|
$417,797
0.07% of portfolio
|
Q3 2025
Added 17.59%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Jan 23, 2026 Q4 2025 |
4,404
shares
|
$410,893
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
4,373
shares
|
$408,000
0.16% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Jan 15, 2026 Q4 2025 |
4,186
shares
|
$390,553
0.3% of portfolio
|
Q4 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
4,185
shares
|
$390,460
0.15% of portfolio
|
Q3 2025
Added 35.44%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 21, 2026 Q4 2025 |
4,180
shares
|
$389,994
0.04% of portfolio
|
Q4 2025
Reduced 1.62%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
4,153
shares
|
$387,474
0.04% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
4,152
shares
|
$387,381
0.01% of portfolio
|
Q4 2025
Added 13.44%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
4,116
shares
|
$384,022
0.06% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
4,109
shares
|
$383,369
0.01% of portfolio
|
Q3 2025
Reduced 9.71%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
4,107
shares
|
$383,183
0.01% of portfolio
|
Q4 2025
Added 91.38%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 16, 2026 Q4 2025 |
4,082
shares
|
$380,850
0.17% of portfolio
|
Q4 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
4,050
shares
|
$377,865
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
4,015
shares
|
$374,599
0.0% of portfolio
|
Q3 2025
Reduced 32.09%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
4,000
shares
|
$373,200
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,966
shares
|
$370,027
0.02% of portfolio
|
Q3 2025
Reduced 62.52%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
3,900
shares
|
$363,870
0.0% of portfolio
|
Q3 2025
Reduced 43.48%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
3,834
shares
|
$357,712
0.05% of portfolio
|
Q3 2025
Added 1.51%
|
|