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 |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
276
shares
|
$25,750
0.0% of portfolio
|
Q1 2024
Reduced 5.8%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
252
shares
|
$23,511
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
246
shares
|
$22,951
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
246
shares
|
$22,951
0.02% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
240
shares
|
$22,392
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
226
shares
|
$21,085
0.0% of portfolio
|
Q1 2024
Reduced 9.6%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
222
shares
|
$20,712
0.01% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
221
shares
|
$20,619
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
220
shares
|
$20,526
0.0% of portfolio
|
Q1 2025
Reduced 81.23%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
177
shares
|
$16,514
0.01% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
173
shares
|
$16,140
0.0% of portfolio
|
Q2 2025
Reduced 18.01%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
169
shares
|
$15,767
0.0% of portfolio
|
Q3 2025
Reduced 19.91%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
153
shares
|
$14,274
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
145
shares
|
$13,528
0.0% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
144
shares
|
$13,435
0.0% of portfolio
|
Q3 2025
Reduced 26.9%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
140
shares
|
$13,062
0.0% of portfolio
|
Q1 2025
Reduced 92.5%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
139
shares
|
$12,968
0.01% of portfolio
|
Q4 2022
Reduced 55.59%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
136
shares
|
$12,688
0.0% of portfolio
|
Q2 2025
Reduced 98.98%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
130
shares
|
$12,129
0.0% of portfolio
|
Q1 2023
Reduced 78.55%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
125
shares
|
$11,662
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
121
shares
|
$11,289
0.0% of portfolio
|
Q4 2022
Reduced 86.66%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
108
shares
|
$10,076
0.0% of portfolio
|
Q3 2025
Added 63.64%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
99
shares
|
$9,236
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
98
shares
|
$9,143
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
97
shares
|
$9,050
0.0% of portfolio
|
Q4 2024
Added 125.58%
|
|