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 524 institutions that hold shares in the stock, with a total of 52.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,971,761
shares
|
$371 Million
1.12% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,960,915
shares
|
$276 Million
0.02% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,308,420
shares
|
$215 Million
0.07% of portfolio
|
Q3 2025
Added 11.16%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
2,124,046
shares
|
$198 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,668,317
shares
|
$156 Million
0.23% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,602,496
shares
|
$150 Million
0.03% of portfolio
|
Q3 2025
Added 13.53%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
1,574,069
shares
|
$147 Million
8.95% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
1,432,496
shares
|
$134 Million
1.5% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,229,129
shares
|
$115 Million
0.01% of portfolio
|
Q3 2025
Added 13.57%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,004,137
shares
|
$93.7 Million
0.7% of portfolio
|
Q3 2025
Added 22.8%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
1,000,924
shares
|
$93.4 Million
2.09% of portfolio
|
Q3 2025
Added 13.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
983,061
shares
|
$91.7 Million
0.45% of portfolio
|
Q3 2025
Added 10.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
829,618
shares
|
$77.4 Million
0.1% of portfolio
|
Q3 2025
Added 82.13%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
814,411
shares
|
$76 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.74%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
708,847
shares
|
$66.1 Million
0.0% of portfolio
|
Q3 2025
Added 12.28%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
705,324
shares
|
$65.8 Million
1.88% of portfolio
|
Q3 2025
Reduced 6.16%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
683,960
shares
|
$63.8 Million
14.02% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
656,343
shares
|
$61.2 Million
4.8% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
615,305
shares
|
$57.4 Million
0.02% of portfolio
|
Q3 2025
Added 26.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
549,153
shares
|
$51.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
531,973
shares
|
$49.6 Million
1.76% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
505,046
shares
|
$47.1 Million
0.81% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Nov 10, 2025 Q3 2025 |
482,494
shares
|
$45 Million
11.5% of portfolio
|
Q3 2025
Added 9.1%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
439,267
shares
|
$41 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
438,545
shares
|
$40.9 Million
0.04% of portfolio
|
Q3 2025
Added 6.59%
|
|