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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
433,517
shares
|
$40.4 Million
0.05% of portfolio
|
Q3 2025
Reduced 13.03%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
426,302
shares
|
$39.8 Million
0.07% of portfolio
|
Q3 2025
Reduced 13.87%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 23, 2026 Q4 2025 |
420,342
shares
|
$39.2 Million
5.53% of portfolio
|
Q4 2025
Added 11.17%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
413,823
shares
|
$38.6 Million
5.5% of portfolio
|
Q3 2025
Added 10.47%
|
|
|
Hudson Capital Management LLC
|
Jan 21, 2026 Q4 2025 |
395,319
shares
|
$36.9 Million
9.83% of portfolio
|
Q4 2025
Added 5.2%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
389,552
shares
|
$36.3 Million
0.31% of portfolio
|
Q4 2025
Added 5.73%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
382,370
shares
|
$35.7 Million
0.05% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
359,191
shares
|
$33.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
345,520
shares
|
$32.2 Million
0.06% of portfolio
|
Q3 2025
Added 1785.41%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
318,934
shares
|
$29.8 Million
0.13% of portfolio
|
Q3 2025
Reduced 15.45%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
317,898
shares
|
$29.7 Million
0.17% of portfolio
|
Q2 2025
Added 20.89%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
296,676
shares
|
$27.7 Million
0.14% of portfolio
|
Q3 2025
Reduced 11.48%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
294,263
shares
|
$27.5 Million
1.65% of portfolio
|
Q4 2025
Added 23.17%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
289,994
shares
|
$27.1 Million
0.43% of portfolio
|
Q2 2023
Added 8.72%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
278,818
shares
|
$26 Million
3.57% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 14, 2026 Q4 2025 |
275,284
shares
|
$25.7 Million
5.06% of portfolio
|
Q4 2025
Added 4.02%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
265,987
shares
|
$24.8 Million
0.97% of portfolio
|
Q4 2025
Added 3.83%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
263,573
shares
|
$24.6 Million
2.99% of portfolio
|
Q3 2025
Added 8.43%
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
256,134
shares
|
$23.9 Million
3.3% of portfolio
|
Q4 2025
Added 110.96%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
251,851
shares
|
$23.5 Million
0.05% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
251,298
shares
|
$23.4 Million
3.76% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
249,984
shares
|
$23.3 Million
0.03% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
246,060
shares
|
$23 Million
1.33% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Bouvel Investment Partners, LLC
|
Jan 22, 2026 Q4 2025 |
237,842
shares
|
$22.2 Million
7.03% of portfolio
|
Q4 2025
Added 56.37%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
232,551
shares
|
$21.7 Million
0.76% of portfolio
|
Q3 2025
Added 5.91%
|
|