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 |
|---|---|---|---|---|---|
|
Artemis Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,988
shares
|
$278,780
0.03% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
2,954
shares
|
$275,608
0.0% of portfolio
|
Q3 2025
Reduced 31.0%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
2,923
shares
|
$272,715
0.25% of portfolio
|
Q1 2023
Added 18.29%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
2,899
shares
|
$270,476
0.1% of portfolio
|
Q3 2025
Added 66.42%
|
|
|
Bcr Wealth Strategies, LLC
|
Jan 23, 2026 Q4 2025 |
2,893
shares
|
$269,916
0.09% of portfolio
|
Q3 2025
Added 13.05%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
2,889
shares
|
$269,543
0.04% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
2,861
shares
|
$266,931
0.01% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
2,833
shares
|
$264,318
0.03% of portfolio
|
Q3 2025
Added 9.76%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
2,831
shares
|
$264,132
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
2,825
shares
|
$263,572
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
2,821
shares
|
$263,199
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
2,799
shares
|
$261,146
0.04% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
2,746
shares
|
$256,201
0.01% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 22, 2026 Q4 2025 |
2,743
shares
|
$255,921
0.06% of portfolio
|
Q4 2025
Reduced 1.54%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
2,741
shares
|
$255,735
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,729
shares
|
$254,615
0.01% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,699
shares
|
$251,816
0.01% of portfolio
|
Q3 2025
Added 10.43%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
2,698
shares
|
$251,723
0.03% of portfolio
|
Q3 2025
Reduced 47.15%
|
|
|
Mainstay Capital Management LLC
|
Dec 09, 2025 Q3 2025 |
2,677
shares
|
$249,764
0.03% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
2,670
shares
|
$249,111
0.04% of portfolio
|
Q3 2025
Added 12.18%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
2,563
shares
|
$239,127
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
2,549
shares
|
$237,821
0.06% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
2,546
shares
|
$237,541
0.02% of portfolio
|
Q4 2025
Reduced 19.74%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
2,514
shares
|
$234,556
0.04% of portfolio
|
Q3 2025
Reduced 18.43%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,506
shares
|
$233,809
0.04% of portfolio
|
Q3 2024
Reduced 6.0%
|
|