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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
35,426
shares
|
$3.31 Million
0.01% of portfolio
|
Q3 2025
Added 117.07%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
35,327
shares
|
$3.3 Million
0.47% of portfolio
|
Q3 2025
Reduced 15.15%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
35,283
shares
|
$3.29 Million
1.18% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
35,181
shares
|
$3.28 Million
0.22% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
34,273
shares
|
$3.2 Million
0.37% of portfolio
|
Q4 2023
Added 25.17%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
34,098
shares
|
$3.18 Million
1.75% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Nov 12, 2025 Q3 2025 |
33,301
shares
|
$3.11 Million
0.76% of portfolio
|
Q3 2025
Reduced 21.75%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 06, 2025 Q3 2025 |
32,856
shares
|
$3.07 Million
3.94% of portfolio
|
Q3 2025
Added 28.88%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
32,446
shares
|
$3.03 Million
0.43% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
32,440
shares
|
$3.03 Million
0.13% of portfolio
|
Q3 2022
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
32,354
shares
|
$3.02 Million
0.78% of portfolio
|
Q4 2024
Added 46.46%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
32,130
shares
|
$3 Million
0.94% of portfolio
|
Q3 2025
Added 70.0%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 16, 2025 Q3 2025 |
32,088
shares
|
$2.99 Million
6.83% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
31,882
shares
|
$2.97 Million
0.43% of portfolio
|
Q3 2025
Added 22.02%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
31,862
shares
|
$2.97 Million
0.02% of portfolio
|
Q3 2025
Reduced 50.3%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Nov 05, 2025 Q3 2025 |
31,554
shares
|
$2.94 Million
1.08% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
31,124
shares
|
$2.9 Million
0.19% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
29,754
shares
|
$2.78 Million
0.19% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
29,226
shares
|
$2.73 Million
0.24% of portfolio
|
Q3 2025
Added 52.69%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Oct 24, 2025 Q3 2025 |
28,363
shares
|
$2.65 Million
2.09% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
26,647
shares
|
$2.49 Million
1.57% of portfolio
|
Q3 2025
Added 19.13%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
26,644
shares
|
$2.49 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
26,379
shares
|
$2.46 Million
0.42% of portfolio
|
Q3 2025
Added 46.46%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
26,212
shares
|
$2.45 Million
0.03% of portfolio
|
Q3 2025
Added 27.2%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
25,715
shares
|
$2.4 Million
1.75% of portfolio
|
Q3 2025
Reduced 0.97%
|
|