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 |
|---|---|---|---|---|---|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
99,439
shares
|
$9.28 Million
0.41% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
98,988
shares
|
$9.24 Million
0.26% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
97,295
shares
|
$9.08 Million
0.02% of portfolio
|
Q3 2025
Added 15.67%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
94,639
shares
|
$8.83 Million
0.06% of portfolio
|
Q3 2025
Added 40.67%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
93,949
shares
|
$8.77 Million
1.45% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
91,391
shares
|
$8.53 Million
0.24% of portfolio
|
Q1 2024
Reduced 16.45%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
90,715
shares
|
$8.46 Million
2.28% of portfolio
|
Q2 2022
Added 1.29%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
90,072
shares
|
$8.4 Million
0.4% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
89,881
shares
|
$8.39 Million
0.09% of portfolio
|
Q4 2025
Added 7.66%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
89,322
shares
|
$8.33 Million
0.15% of portfolio
|
Q4 2025
Added 0.0%
|
|
|
Treasure Coast Financial Planning
|
Nov 03, 2025 Q3 2025 |
88,820
shares
|
$8.29 Million
4.78% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
87,929
shares
|
$8.2 Million
0.04% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
85,054
shares
|
$7.94 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
84,748
shares
|
$7.91 Million
0.07% of portfolio
|
Q3 2025
Added 7.66%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
79,238
shares
|
$7.39 Million
0.01% of portfolio
|
Q3 2025
Added 36.69%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
78,905
shares
|
$7.36 Million
0.06% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
77,956
shares
|
$7.27 Million
0.87% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
77,903
shares
|
$7.27 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
76,276
shares
|
$7.12 Million
0.31% of portfolio
|
Q3 2025
Added 27.84%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
76,187
shares
|
$7.11 Million
0.35% of portfolio
|
Q4 2025
Reduced 0.75%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
72,985
shares
|
$6.81 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
72,618
shares
|
$6.78 Million
2.33% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2026 Q4 2025 |
71,780
shares
|
$6.7 Million
1.16% of portfolio
|
Q4 2025
Added 33.56%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
71,625
shares
|
$6.68 Million
4.33% of portfolio
|
Q1 2023
Added 25.15%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
69,559
shares
|
$6.49 Million
0.43% of portfolio
|
Q3 2025
Added 2.81%
|
|