PIMCO Active Bond Exchange-TBONDETF
13F holders, Q2 2026 (June 30)545holders +18
54new positions
33sold out
3famous investors
$92.21avg. 13F price*
At the end of Q2 2026, 545 institutions reported holding PIMCO Active Bond Exchange-T (BOND) in their 13F filings, up 18 from Q1 2026. 54 opened new positions and 33 sold out. The largest holders were Morgan Stanley ($367.3M), LPL Financial LLC ($352.9M) and Envestnet Asset Management Inc. ($264.8M). 3 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- PIMCO Active Bond Exchange-T
- Filed as
- PIMCO ETF TR (Q2 2026)
- CUSIP
- 72201R775
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $145.8M |
| Exits | 33 | $68.7M |
All 13F filers, Q1 2026 → Q2 2026: 8,594,037 shares bought and 2,664,267 shares sold, net +5,929,770 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 545 holders
| Morgan Stanley | 0.02% | Add +5.9% | 3,983,835 | $367.3M |
| LPL Financial LLC | 0.08% | Add +11.9% | 3,827,606 | $352.9M |
| Envestnet Asset Management Inc. | 0.06% | Add +9.8% | 2,871,675 | $264.8M |
| Raymond James Financial Inc. | 0.07% | Add +55.4% | 2,787,919 | $257.1M |
| Wells Fargo & Company | 0.04% | Add +0.7% | 2,249,290 | $207.4M |
| AE Wealth Management LLC | 0.79% | Reduce -2.6% | 1,843,273 | $170.0M |
| Bank of America Corp. | 0.01% | Add +13.1% | 1,839,221 | $169.6M |
| OneDigital Investment Advisors LLC | 1.43% | Add +4.8% | 1,835,711 | $169.3M |
| Osaic Holdings, Inc. | 0.19% | Add +5.8% | 1,796,810 | $165.7M |
| Tectonic Advisors LLC | 7.40% | Add +2.9% | 1,670,377 | $154.0M |
| NewEdge Advisors, LLC | 0.40% | Add +10.3% | 1,474,136 | $135.9M |
| Koss-Olinger Consulting, LLC | 9.57% | Add +6.4% | 1,347,216 | $124.2M |
| Waverly Advisors, LLC | 0.71% | Add +30.3% | 1,332,448 | $122.9M |
| Cetera Investment Advisers | 0.11% | Add +16.1% | 1,293,060 | $119.2M |
| Sand Hill Global Advisors, LLC | 3.45% | Add +16.8% | 1,243,907 | $114.7M |
| JPMorgan Chase & Co. | 0.01% | Add +30.8% | 1,168,467 | $108.2M |
| Heirloom Wealth Management | 15.45% | Add +13.4% | 1,156,313 | $106.6M |
| Great Valley Advisor Group, Inc. | 1.44% | Add +3.7% | 991,278 | $91.4M |
| UBS Group AG | 0.01% | Add +3.9% | 946,854 | $87.3M |
| CreativeOne Wealth, LLC | 1.80% | Add +8.4% | 905,609 | $83.5M |
| Gotham Asset Management | 0.17% | Add +24.2% | 798,729 | $73.7M |
| Royal Bank of Canada | 0.01% | Add +1.9% | 654,022 | $60.3M |
| Buck Wealth Strategies, LLC | 6.28% | Add +3.7% | 651,556 | $60.1M |
| Vickerman Investment Advisors, Inc. | 11.46% | Reduce -13.3% | 639,932 | $59.0M |
| Thrivent Financial for Lutherans | 0.10% | Add +29.8% | 639,633 | $59.0M |
| Concurrent Investment Advisors, LLC | 0.47% | Add +6.3% | 602,397 | $55.5M |
| FSM Wealth Advisors, LLC | 5.77% | Add +8.4% | 583,033 | $53.8M |
| Advocacy Wealth Management, LLC | 1.91% | Add +4.3% | 569,047 | $52.5M |
| Stifel Financial Corp. | 0.04% | Add +18.4% | 566,667 | $52.3M |
| Evolve Private Wealth, LLC | 3.12% | Add +5.0% | 553,056 | $51.0M |
| Bouchey Financial Group, Ltd. | 3.25% | New | 545,883 | $50.3M |
| HighTower Advisors, LLC | 0.04% | Add +8.4% | 478,289 | $44.1M |
| Captrust Financial Advisors | 0.07% | Reduce -12.7% | 471,968 | $43.5M |
| RFG Advisory, LLC | 0.66% | Add +61.1% | 455,902 | $42.0M |
| Hudson Capital Management LLC | 10.17% | Add +3.3% | 442,761 | $40.8M |
| Cooper Financial Group | 3.31% | Add +9.3% | 433,100 | $39.9M |
| Eclectic Associates Inc. | 4.31% | Add +18.3% | 410,428 | $37.8M |
| Mariner, LLC | 0.04% | Reduce -18.9% | 407,558 | $37.6M |
| BNP Paribas Financial Markets | 0.02% | Add +0.7% | 383,537 | $35.4M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -32.3% | 375,064 | $34.6M |
| Christian Investment Advisors, Inc. | 20.33% | Add +8.1% | 373,981 | $34.5M |
| Jones Financial Companies LLLP | 0.01% | Add +40.2% | 365,565 | $33.8M |
| Kestra Advisory Services, LLC | 0.10% | Add +16.0% | 345,148 | $31.8M |
| O'Connor Financial Group LLC | 10.82% | Add +40.7% | 331,895 | $30.6M |
| Legacy Private Trust Co. | 1.70% | Add +12.4% | 330,525 | $30.5M |
| Truist Financial Corp. | 0.04% | Add +0.4% | 319,915 | $29.5M |
| Goldstein Advisors, LLC | 2.67% | Add +12.6% | 316,893 | $29.2M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +3.0% | 318,668 | $29.1M |
| Private Advisor Group, LLC | 0.13% | Add +14.9% | 310,214 | $28.6M |
| Cornerstone Wealth Management, LLC | 1.23% | Add +9.7% | 309,271 | $28.5M |
| First Commonwealth Financial Corp | 3.80% | Add +23.2% | 294,771 | $27.2M |
| Valley National Advisers Inc. | 2.82% | Add +6.8% | 275,604 | $25.4M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -38.1% | 275,358 | $25.4M |
| Modern Wealth Management, LLC | 0.30% | New | 273,591 | $25.2M |
| Southland Equity Partners LLC | 4.36% | Reduce -1.0% | 270,271 | $24.9M |
| Stadion Money Management, LLC | 2.13% | Add +2.1% | 269,366 | $24.7M |
| Kelman-Lazarov, Inc. | 3.21% | Add +1.4% | 266,083 | $24.5M |
| Novem Group | 2.30% | Add +4.9% | 245,552 | $22.6M |
| Berger Financial Group, Inc | 1.13% | Reduce -0.6% | 239,458 | $22.1M |
| Old Mission Capital LLC | 0.56% | Add +510.1% | 238,153 | $22.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +15.6% | 232,879 | $21.5M |
| MML Investors Services, LLC | 0.04% | Add +29.9% | 229,015 | $21.1M |
| Exchange Traded Concepts, LLC | 0.10% | Add +7.8% | 226,821 | $20.9M |
| PNC Financial Services Group, Inc. | 0.01% | Add +2.8% | 224,828 | $20.7M |
| Crestmont Private Wealth LLC | 5.76% | Add +15.8% | 222,787 | $20.5M |
| Lynch Investment Planning, LLC | 14.95% | Add +9.7% | 210,964 | $19.5M |
| AdvisorNet Financial, Inc | 0.87% | Add +28.5% | 206,864 | $19.1M |
| Stratos Wealth Partners, LTD. | 0.19% | Add +1.5% | 205,161 | $18.9M |
| Ocean Park Asset Management, LLC | 0.91% | No change | 204,100 | $18.8M |
| Atria Investments, Inc | 0.18% | Add +1.6% | 198,667 | $18.3M |
| Elevation Point Wealth Partners, LLC | 0.34% | Add +0.9% | 196,718 | $18.1M |
| Vestmark Advisory Solutions, Inc. | 0.17% | Add +0.6% | 195,617 | $18.0M |
| Addison Capital Co | 2.88% | Add +3.1% | 190,661 | $17.6M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Add +11.2% | 179,754 | $16.6M |
| Wayfinding Financial, LLC | 6.22% | Add +7.3% | 178,115 | $16.4M |
| McGrath & Associates, Inc. | 21.14% | Add +10.2% | 176,003 | $16.2M |
| Nest Investments, LLC | 11.92% | Add +3.6% | 170,171 | $15.7M |
| Mullooly Asset Management, Inc. | 4.75% | Add +9.9% | 167,343 | $15.4M |
| Bouvel Investment Partners, LLC | 3.40% | Reduce -31.6% | 163,263 | $15.1M |
| Hopwood Nicholas Hunter | 4.05% | Add +14.5% | 160,276 | $14.8M |
| Horizon Investments, LLC | 0.16% | Reduce -0.1% | 161,457 | $14.8M |
| Stratos Wealth Advisors, LLC | 0.81% | Add +10.2% | 159,697 | $14.7M |
| Bleakley Financial Group, LLC | 0.19% | Reduce -3.5% | 157,929 | $14.6M |
| Parr McKnight Wealth Management Group, LLC | 1.72% | Add +5.1% | 157,391 | $14.5M |
| Kwmg, LLC | 1.05% | Add +5.1% | 157,067 | $14.5M |
| PAX Financial Group, LLC | 2.13% | Add +9.7% | 155,402 | $14.3M |
| TD Capital Management LLC | 1.16% | Add +21.8% | 153,482 | $14.2M |
| Acima Private Wealth, LLC | 3.97% | Add +4.2% | 148,379 | $13.7M |
| Vicus Capital | 0.86% | Add +0.3% | 145,091 | $13.4M |
| Equitable Holdings, Inc. | 0.08% | Add +179.5% | 141,982 | $13.1M |
| MBM Wealth Consultants, LLC | 2.50% | New | 140,381 | $12.9M |
| Vavra Capital Management, LLC | 11.32% | Add +0.1% | 140,315 | $12.9M |
| Clearstead Advisors, LLC | 0.12% | Add +6.1% | 138,203 | $12.7M |
| Capital Analysts, LLC | 0.29% | Add +8.0% | 137,698 | $12.7M |
| D.A. Davidson & Co. | 0.07% | Add +15.2% | 135,601 | $12.5M |
| Sheridan Capital Management, LLC | 6.00% | Reduce -0.6% | 135,205 | $12.5M |
| Scotia Capital Inc. | 0.05% | Reduce -1.2% | 132,988 | $12.3M |
| Gould Asset Management LLC | 1.90% | Add +3.8% | 130,793 | $12.1M |
| Affiance Financial, LLC | 1.68% | Add +30.4% | 126,883 | $11.7M |
| Prudent Investors Network, Inc. | 2.27% | Reduce -79.1% | 126,871 | $11.7M |
"% of holder's portfolio" is BOND's weight in each manager's 13F, not the share of PIMCO Active Bond Exchange-T the manager owns.