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 |
|---|---|---|---|---|---|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
138,891
shares
|
$13 Million
1.01% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
137,582
shares
|
$12.8 Million
0.3% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Nov 07, 2025 Q3 2025 |
135,227
shares
|
$12.6 Million
4.84% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Steph & CO
|
Jan 23, 2026 Q4 2025 |
134,031
shares
|
$12.5 Million
4.41% of portfolio
|
Q4 2025
Added 7.01%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
133,892
shares
|
$12.5 Million
2.54% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
129,474
shares
|
$12.1 Million
0.63% of portfolio
|
Q4 2025
Added 32.82%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
129,472
shares
|
$12.1 Million
0.02% of portfolio
|
Q3 2025
Added 13.39%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Jan 23, 2026 Q4 2025 |
124,351
shares
|
$11.6 Million
5.87% of portfolio
|
Q4 2025
Added 3.1%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
121,501
shares
|
$11.3 Million
1.49% of portfolio
|
Q3 2025
Added 12.67%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
121,052
shares
|
$11.3 Million
0.15% of portfolio
|
Q3 2025
Added 9.44%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
120,735
shares
|
$11.3 Million
2.79% of portfolio
|
Q2 2024
Added 5.44%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Oct 14, 2025 Q3 2025 |
120,655
shares
|
$11.3 Million
16.74% of portfolio
|
Q3 2025
Added 18.77%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
118,958
shares
|
$11.1 Million
0.64% of portfolio
|
Q4 2025
Added 4.69%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
115,135
shares
|
$10.7 Million
0.29% of portfolio
|
Q4 2023
Added 1.4%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
114,895
shares
|
$10.7 Million
0.99% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
112,502
shares
|
$10.5 Million
6.25% of portfolio
|
Q2 2024
Reduced 7.12%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
112,076
shares
|
$10.5 Million
2.22% of portfolio
|
Q2 2023
Reduced 1.87%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2025 Q3 2025 |
108,977
shares
|
$10.2 Million
10.82% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
108,805
shares
|
$10.2 Million
2.78% of portfolio
|
Q3 2025
Added 8.08%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 16, 2026 Q4 2025 |
108,076
shares
|
$10.1 Million
4.31% of portfolio
|
Q4 2025
Added 6.29%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
107,131
shares
|
$10 Million
1.95% of portfolio
|
Q3 2025
Added 9.98%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
106,382
shares
|
$9.93 Million
1.86% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Simpli Fi, Inc.
|
Jan 22, 2026 Q4 2025 |
105,312
shares
|
$9.83 Million
4.35% of portfolio
|
Q4 2025
Reduced 50.64%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
102,550
shares
|
$9.57 Million
2.7% of portfolio
|
Q3 2025
Reduced 40.35%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
102,149
shares
|
$9.53 Million
0.24% of portfolio
|
Q3 2025
Added 0.93%
|
|