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 |
|---|---|---|---|---|---|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
13,203
shares
|
$1.23 Million
0.38% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 27, 2025 Q3 2025 |
13,115
shares
|
$1.22 Million
0.63% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
13,092
shares
|
$1.22 Million
0.12% of portfolio
|
Q3 2025
Added 30.24%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
12,993
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2025
Reduced 63.24%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
12,960
shares
|
$1.21 Million
0.14% of portfolio
|
Q3 2025
Added 9.51%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
12,625
shares
|
$1.18 Million
0.26% of portfolio
|
Q3 2025
Added 8.85%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
12,568
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2025
Added 21.25%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
12,530
shares
|
$1.17 Million
0.31% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
12,502
shares
|
$1.17 Million
0.52% of portfolio
|
Q3 2025
Reduced 94.45%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
12,396
shares
|
$1.16 Million
0.17% of portfolio
|
Q3 2025
Added 10.64%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
12,175
shares
|
$1.14 Million
0.13% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
12,050
shares
|
$1.12 Million
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Nov 14, 2025 Q3 2025 |
11,959
shares
|
$1.12 Million
0.77% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
11,956
shares
|
$1.12 Million
0.23% of portfolio
|
Q3 2025
Added 20.51%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
11,901
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Added 29.23%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Nov 04, 2025 Q3 2025 |
11,527
shares
|
$1.08 Million
0.32% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
11,492
shares
|
$1.07 Million
0.76% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
11,480
shares
|
$1.07 Million
2.17% of portfolio
|
Q3 2025
Reduced 58.64%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
11,426
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Added 130.5%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
11,415
shares
|
$1.07 Million
1.05% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
11,267
shares
|
$1.05 Million
0.45% of portfolio
|
Q3 2025
Reduced 9.99%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
11,119
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
10,717
shares
|
$999,896
0.11% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 13, 2025 Q3 2025 |
10,706
shares
|
$998,869
0.21% of portfolio
|
Q3 2025
Reduced 91.57%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
10,539
shares
|
$983,288
0.02% of portfolio
|
Q3 2025
Added 3.97%
|
|