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 |
|---|---|---|---|---|---|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
68,601
shares
|
$6.4 Million
2.21% of portfolio
|
Q3 2025
Added 9.69%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 30, 2025 Q3 2025 |
68,088
shares
|
$6.35 Million
1.92% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
66,959
shares
|
$6.25 Million
0.15% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Oct 30, 2025 Q3 2025 |
66,187
shares
|
$6.18 Million
3.59% of portfolio
|
Q1 2024
Reduced 87.33%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
65,575
shares
|
$6.12 Million
4.71% of portfolio
|
Q1 2024
Added 0.78%
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
65,464
shares
|
$6.11 Million
2.41% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
65,325
shares
|
$6.09 Million
0.38% of portfolio
|
Q3 2025
Added 45.33%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
65,266
shares
|
$6.09 Million
3.29% of portfolio
|
Q3 2025
Added 7.88%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Oct 31, 2025 Q3 2025 |
64,376
shares
|
$6.01 Million
4.65% of portfolio
|
Q3 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
64,278
shares
|
$6 Million
1.56% of portfolio
|
Q3 2025
Reduced 42.75%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
63,358
shares
|
$5.91 Million
1.07% of portfolio
|
Q3 2025
Added 9.02%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
62,822
shares
|
$5.86 Million
0.29% of portfolio
|
Q3 2025
Reduced 16.17%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
61,558
shares
|
$5.74 Million
0.29% of portfolio
|
Q3 2025
Reduced 22.47%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
61,049
shares
|
$5.7 Million
0.26% of portfolio
|
Q3 2025
Reduced 9.24%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
60,793
shares
|
$5.67 Million
1.44% of portfolio
|
Q3 2025
Reduced 8.26%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
60,711
shares
|
$5.66 Million
0.06% of portfolio
|
Q3 2025
Reduced 36.0%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
58,714
shares
|
$5.48 Million
1.34% of portfolio
|
Q3 2025
Added 9.25%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 15, 2025 Q3 2025 |
57,464
shares
|
$5.36 Million
3.0% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Jmac Enterprises LLC
|
Oct 30, 2025 Q3 2025 |
56,180
shares
|
$5.24 Million
1.09% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
55,942
shares
|
$5.22 Million
0.84% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
55,599
shares
|
$5.19 Million
0.66% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
54,833
shares
|
$5.12 Million
1.01% of portfolio
|
Q3 2025
Added 59.19%
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
53,744
shares
|
$5.01 Million
0.91% of portfolio
|
Q3 2025
Added 13.61%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Nov 12, 2025 Q3 2025 |
53,194
shares
|
$4.96 Million
1.9% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Del Sette Capital Management, LLC
|
Nov 18, 2025 Q3 2025 |
50,839
shares
|
$4.74 Million
3.16% of portfolio
|
Q3 2025
Added 9.62%
|
|