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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,289
shares
|
$120,263
0.0% of portfolio
|
Q3 2025
Reduced 17.05%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,162
shares
|
$108,414
0.0% of portfolio
|
Q3 2023
Reduced 25.61%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
1,161
shares
|
$108,321
0.0% of portfolio
|
Q4 2025
Added 2.83%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
1,142
shares
|
$106,548
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,100
shares
|
$102,630
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
1,037
shares
|
$96,752
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
1,013
shares
|
$94,512
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
935
shares
|
$87,235
0.03% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
926
shares
|
$86,395
0.06% of portfolio
|
Q2 2024
Reduced 28.27%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
913
shares
|
$85,182
0.05% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
906
shares
|
$84,529
0.0% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Ogorek Anthony Joseph
|
Jan 23, 2026 Q4 2025 |
839
shares
|
$78,278
0.02% of portfolio
|
Q4 2023
Reduced 39.68%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
824
shares
|
$76,879
0.0% of portfolio
|
Q2 2025
Reduced 34.39%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
788
shares
|
$73,520
0.03% of portfolio
|
Q4 2025
Added 7.07%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
780
shares
|
$72,774
0.0% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
695
shares
|
$64,843
0.05% of portfolio
|
Q3 2020
New holding
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
648
shares
|
$60,458
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
617
shares
|
$57,566
0.01% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
602
shares
|
$56,166
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
582
shares
|
$54,300
0.0% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
565
shares
|
$52,714
0.06% of portfolio
|
Q3 2025
Reduced 46.65%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
561
shares
|
$52,341
0.01% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
525
shares
|
$48,982
0.01% of portfolio
|
Q3 2025
Reduced 75.15%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
510
shares
|
$47,583
0.02% of portfolio
|
Q4 2025
Added 129.73%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
508
shares
|
$47,396
0.01% of portfolio
|
Q2 2025
Added 0.2%
|
|