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 |
|---|---|---|---|---|---|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
137,582
shares
|
$12.8 Million
0.3% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Nov 07, 2025 Q3 2025 |
135,227
shares
|
$12.6 Million
4.84% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
133,892
shares
|
$12.5 Million
2.54% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
129,472
shares
|
$12.1 Million
0.02% of portfolio
|
Q3 2025
Added 13.39%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Nov 03, 2025 Q3 2025 |
125,284
shares
|
$11.7 Million
5.42% of portfolio
|
Q3 2025
Added 21.9%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
125,256
shares
|
$11.7 Million
4.16% of portfolio
|
Q3 2025
Added 7.06%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
121,501
shares
|
$11.3 Million
1.49% of portfolio
|
Q3 2025
Added 12.67%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
121,413
shares
|
$11.3 Million
1.76% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
121,052
shares
|
$11.3 Million
0.15% of portfolio
|
Q3 2025
Added 9.44%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
120,735
shares
|
$11.3 Million
2.79% of portfolio
|
Q2 2024
Added 5.44%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Oct 14, 2025 Q3 2025 |
120,655
shares
|
$11.3 Million
16.74% of portfolio
|
Q3 2025
Added 18.77%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Oct 28, 2025 Q3 2025 |
120,608
shares
|
$11.3 Million
5.95% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
117,661
shares
|
$11 Million
3.44% of portfolio
|
Q3 2025
Added 11.07%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
115,135
shares
|
$10.7 Million
0.29% of portfolio
|
Q4 2023
Added 1.4%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
114,895
shares
|
$10.7 Million
0.99% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
113,628
shares
|
$10.6 Million
0.64% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
112,502
shares
|
$10.5 Million
6.25% of portfolio
|
Q2 2024
Reduced 7.12%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
112,076
shares
|
$10.5 Million
2.22% of portfolio
|
Q2 2023
Reduced 1.87%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2025 Q3 2025 |
108,977
shares
|
$10.2 Million
10.82% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
108,805
shares
|
$10.2 Million
2.78% of portfolio
|
Q3 2025
Added 8.08%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
107,131
shares
|
$10 Million
1.95% of portfolio
|
Q3 2025
Added 9.98%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
106,382
shares
|
$9.93 Million
1.86% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
102,550
shares
|
$9.57 Million
2.7% of portfolio
|
Q3 2025
Reduced 40.35%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
102,149
shares
|
$9.53 Million
0.24% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
101,676
shares
|
$9.49 Million
4.23% of portfolio
|
Q3 2025
Added 11.9%
|
|