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 |
|---|---|---|---|---|---|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
2,833
shares
|
$264,318
0.03% of portfolio
|
Q3 2025
Added 9.76%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
2,831
shares
|
$264,132
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
2,825
shares
|
$263,572
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
2,821
shares
|
$263,199
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
2,808
shares
|
$261,986
0.04% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
2,799
shares
|
$261,146
0.04% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
2,786
shares
|
$259,933
0.07% of portfolio
|
Q3 2025
Reduced 25.29%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
2,746
shares
|
$256,201
0.01% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
2,741
shares
|
$255,735
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,729
shares
|
$254,615
0.01% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,699
shares
|
$251,816
0.01% of portfolio
|
Q3 2025
Added 10.43%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
2,698
shares
|
$251,723
0.03% of portfolio
|
Q3 2025
Reduced 47.15%
|
|
|
Mainstay Capital Management LLC
|
Dec 09, 2025 Q3 2025 |
2,677
shares
|
$249,764
0.03% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
2,670
shares
|
$249,111
0.04% of portfolio
|
Q3 2025
Added 12.18%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
2,563
shares
|
$239,127
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
2,549
shares
|
$237,821
0.06% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
2,514
shares
|
$234,556
0.04% of portfolio
|
Q3 2025
Reduced 18.43%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,506
shares
|
$233,809
0.04% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
2,500
shares
|
$233,250
0.0% of portfolio
|
Q4 2022
Reduced 11.13%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
2,470
shares
|
$230,451
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ferguson Shapiro LLC
|
Nov 10, 2025 Q3 2025 |
2,467
shares
|
$230,171
0.12% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
2,429
shares
|
$226,625
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
2,401
shares
|
$224,013
0.05% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
2,350
shares
|
$219,255
0.0% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
2,339
shares
|
$218,228
0.27% of portfolio
|
Q3 2025
Reduced 1.52%
|
|