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 |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
228,089
shares
|
$21.3 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
225,339
shares
|
$21 Million
8.82% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
215,919
shares
|
$20.1 Million
0.11% of portfolio
|
Q3 2025
Added 6.89%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
214,832
shares
|
$20 Million
2.35% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 14, 2026 Q4 2025 |
204,100
shares
|
$19 Million
0.96% of portfolio
|
Q3 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
195,444
shares
|
$18.2 Million
0.08% of portfolio
|
Q3 2025
Added 43.46%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
191,060
shares
|
$17.8 Million
0.22% of portfolio
|
Q4 2025
Added 9.48%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
187,980
shares
|
$17.5 Million
3.84% of portfolio
|
Q3 2025
Added 87.55%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
187,057
shares
|
$17.5 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
186,770
shares
|
$17.4 Million
0.01% of portfolio
|
Q3 2025
Added 12.8%
|
|
|
Crestmont Private Wealth LLC
|
Nov 12, 2025 Q3 2025 |
185,325
shares
|
$17.3 Million
5.72% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
184,092
shares
|
$17.2 Million
0.05% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
183,095
shares
|
$17.1 Million
4.89% of portfolio
|
Q3 2025
New holding
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
178,755
shares
|
$16.7 Million
2.41% of portfolio
|
Q1 2023
Added 7.34%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
176,709
shares
|
$16.5 Million
0.61% of portfolio
|
Q3 2025
Reduced 15.59%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
174,136
shares
|
$16.2 Million
0.34% of portfolio
|
Q3 2025
Added 3446.56%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
169,176
shares
|
$15.8 Million
1.15% of portfolio
|
Q3 2025
New holding
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
166,174
shares
|
$15.5 Million
6.29% of portfolio
|
Q4 2025
Added 32.64%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
152,159
shares
|
$14.2 Million
0.15% of portfolio
|
Q3 2025
Reduced 41.46%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
148,684
shares
|
$13.9 Million
4.21% of portfolio
|
Q1 2023
Added 1.53%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
145,466
shares
|
$13.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
143,893
shares
|
$13.4 Million
2.36% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Kwmg, LLC
|
Jan 16, 2026 Q4 2025 |
143,638
shares
|
$13.4 Million
1.14% of portfolio
|
Q4 2025
Added 2.01%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
141,010
shares
|
$13.2 Million
0.51% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jan 15, 2026 Q4 2025 |
139,883
shares
|
$13.1 Million
4.04% of portfolio
|
Q4 2025
Added 18.89%
|
|