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 |
|---|---|---|---|---|---|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
3,833
shares
|
$357,618
0.06% of portfolio
|
Q4 2024
Added 29.01%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,825
shares
|
$356,872
0.17% of portfolio
|
Q3 2025
Reduced 23.01%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
3,795
shares
|
$354,073
0.01% of portfolio
|
Q3 2025
Added 25.58%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
3,767
shares
|
$351,461
0.2% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
3,745
shares
|
$349,408
0.02% of portfolio
|
Q3 2025
Reduced 9.21%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
3,689
shares
|
$344,183
0.01% of portfolio
|
Q2 2025
Reduced 10.57%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,680
shares
|
$343,344
0.03% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
3,641
shares
|
$339,705
0.0% of portfolio
|
Q4 2025
Added 68.1%
|
|
|
Addison Capital CO
|
Nov 03, 2025 Q3 2025 |
3,617
shares
|
$337,466
0.11% of portfolio
|
Q3 2025
Reduced 33.8%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
3,616
shares
|
$337,372
0.0% of portfolio
|
Q4 2025
Added 7.78%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
3,518
shares
|
$328,229
0.01% of portfolio
|
Q1 2025
Added 24.84%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 13, 2026 Q4 2025 |
3,514
shares
|
$327,856
0.14% of portfolio
|
Q4 2025
Reduced 1.04%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
3,501
shares
|
$326,643
0.05% of portfolio
|
Q3 2025
Reduced 16.2%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
3,497
shares
|
$326,270
0.0% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
3,478
shares
|
$324,497
0.02% of portfolio
|
Q3 2025
Added 27.31%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
3,455
shares
|
$322,351
0.03% of portfolio
|
Q4 2023
Added 16.13%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
3,453
shares
|
$322,164
0.23% of portfolio
|
Q4 2024
Added 732.05%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
3,447
shares
|
$321,605
0.08% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
3,423
shares
|
$319,365
0.01% of portfolio
|
Q4 2025
Reduced 7.34%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
3,410
shares
|
$318,153
0.11% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
3,392
shares
|
$316,473
0.02% of portfolio
|
Q3 2025
Added 19.77%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,344
shares
|
$311,995
0.0% of portfolio
|
Q2 2022
Reduced 8.86%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
3,314
shares
|
$309,196
0.02% of portfolio
|
Q3 2025
Reduced 97.07%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
3,229
shares
|
$301,265
0.05% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
First Premier Bank
|
Jan 23, 2026 Q4 2025 |
3,198
shares
|
$298,373
0.07% of portfolio
|
Q4 2025
Added 105.66%
|
|