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 |
|---|---|---|---|---|---|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
4,560
shares
|
$425,448
0.07% of portfolio
|
Q4 2022
Added 6.92%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
4,496
shares
|
$419,476
0.32% of portfolio
|
Q3 2025
Reduced 13.97%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
4,484
shares
|
$418,357
0.07% of portfolio
|
Q3 2025
Added 10.36%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
4,478
shares
|
$417,797
0.07% of portfolio
|
Q3 2025
Added 17.59%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
4,373
shares
|
$408,000
0.16% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
4,269
shares
|
$398,297
0.0% of portfolio
|
Q3 2025
Reduced 25.17%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
4,249
shares
|
$396,431
0.04% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
4,185
shares
|
$390,460
0.15% of portfolio
|
Q3 2025
Added 35.44%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
4,153
shares
|
$387,474
0.04% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
4,109
shares
|
$383,369
0.01% of portfolio
|
Q3 2025
Reduced 9.71%
|
|
|
Thrive Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
4,109
shares
|
$383,369
0.06% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
4,050
shares
|
$377,865
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
4,015
shares
|
$374,599
0.0% of portfolio
|
Q3 2025
Reduced 32.09%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
4,000
shares
|
$373,200
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,966
shares
|
$370,027
0.02% of portfolio
|
Q3 2025
Reduced 62.52%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
3,905
shares
|
$364,336
0.03% of portfolio
|
Q3 2025
Reduced 79.7%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
3,900
shares
|
$363,870
0.0% of portfolio
|
Q3 2025
Reduced 43.48%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
3,834
shares
|
$357,712
0.05% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
3,833
shares
|
$357,618
0.06% of portfolio
|
Q4 2024
Added 29.01%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,825
shares
|
$356,872
0.17% of portfolio
|
Q3 2025
Reduced 23.01%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
3,795
shares
|
$354,073
0.01% of portfolio
|
Q3 2025
Added 25.58%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
3,767
shares
|
$351,461
0.2% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
3,745
shares
|
$349,408
0.02% of portfolio
|
Q3 2025
Reduced 9.21%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
3,694
shares
|
$344,650
0.01% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
3,689
shares
|
$344,183
0.01% of portfolio
|
Q2 2025
Reduced 10.57%
|
|