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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,680
shares
|
$343,344
0.03% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
3,660
shares
|
$341,478
0.01% of portfolio
|
Q3 2025
Added 52.56%
|
|
|
Addison Capital CO
|
Nov 03, 2025 Q3 2025 |
3,617
shares
|
$337,466
0.11% of portfolio
|
Q3 2025
Reduced 33.8%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 20, 2025 Q3 2025 |
3,551
shares
|
$331,308
0.14% of portfolio
|
Q3 2025
Reduced 7.62%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
3,518
shares
|
$328,229
0.01% of portfolio
|
Q1 2025
Added 24.84%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
3,501
shares
|
$326,643
0.05% of portfolio
|
Q3 2025
Reduced 16.2%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
3,497
shares
|
$326,270
0.0% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
3,478
shares
|
$324,497
0.02% of portfolio
|
Q3 2025
Added 27.31%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
3,455
shares
|
$322,351
0.03% of portfolio
|
Q4 2023
Added 16.13%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
3,453
shares
|
$322,164
0.23% of portfolio
|
Q4 2024
Added 732.05%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
3,447
shares
|
$321,605
0.08% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
3,410
shares
|
$318,153
0.11% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
3,392
shares
|
$316,473
0.02% of portfolio
|
Q3 2025
Added 19.77%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
3,355
shares
|
$313,021
0.0% of portfolio
|
Q4 2024
Reduced 31.73%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,344
shares
|
$311,995
0.0% of portfolio
|
Q2 2022
Reduced 8.86%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
3,314
shares
|
$309,196
0.02% of portfolio
|
Q3 2025
Reduced 97.07%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
3,229
shares
|
$301,265
0.05% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Evolution Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,172
shares
|
$295,947
0.04% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Artemis Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,988
shares
|
$278,780
0.03% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
2,954
shares
|
$275,608
0.0% of portfolio
|
Q3 2025
Reduced 31.0%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
2,923
shares
|
$272,715
0.25% of portfolio
|
Q1 2023
Added 18.29%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
2,899
shares
|
$270,476
0.1% of portfolio
|
Q3 2025
Added 66.42%
|
|
|
Bcr Wealth Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
2,893
shares
|
$269,916
0.09% of portfolio
|
Q3 2025
Added 13.05%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
2,889
shares
|
$269,543
0.04% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
2,861
shares
|
$266,931
0.01% of portfolio
|
Q3 2025
Added 0.88%
|
|