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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
25,674
shares
|
$2.4 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
25,248
shares
|
$2.36 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
25,174
shares
|
$2.35 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
24,740
shares
|
$2.31 Million
0.53% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
24,636
shares
|
$2.3 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
24,322
shares
|
$2.27 Million
0.05% of portfolio
|
Q2 2025
Reduced 57.33%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
23,455
shares
|
$2.19 Million
0.3% of portfolio
|
Q3 2025
Reduced 20.74%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
23,097
shares
|
$2.15 Million
0.63% of portfolio
|
Q2 2024
Reduced 6.31%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
23,096
shares
|
$2.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.39%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
22,640
shares
|
$2.11 Million
0.04% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
21,525
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
21,382
shares
|
$1.99 Million
0.01% of portfolio
|
Q3 2025
Added 12.09%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 14, 2025 Q3 2025 |
21,109
shares
|
$1.97 Million
0.67% of portfolio
|
Q3 2025
Reduced 19.92%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
21,070
shares
|
$1.97 Million
0.37% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
20,877
shares
|
$1.95 Million
0.01% of portfolio
|
Q2 2025
Reduced 31.57%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
20,857
shares
|
$1.95 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.5%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
20,491
shares
|
$1.91 Million
0.39% of portfolio
|
Q3 2025
Added 31.11%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
19,997
shares
|
$1.87 Million
0.14% of portfolio
|
Q3 2025
Added 30.55%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
19,882
shares
|
$1.85 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
19,414
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
18,653
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2025
Added 251.35%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
18,653
shares
|
$1.74 Million
0.09% of portfolio
|
Q3 2025
Reduced 41.14%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
18,334
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2025
Added 8.6%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
18,314
shares
|
$1.71 Million
0.14% of portfolio
|
Q3 2025
Added 70338.46%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
18,030
shares
|
$1.68 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.28%
|
|