PIMCO Active Bond Exchange-TBONDETF
13F holders, Q1 2024 (March 31)397holders
1famous investor
$91.83avg. 13F price*
At the end of Q1 2024, 397 institutions reported holding PIMCO Active Bond Exchange-T (BOND) in their 13F filings. The largest holders were Cwm, LLC ($271.5M), Morgan Stanley ($229.4M) and Tectonic Advisors LLC ($163.5M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- PIMCO Active Bond Exchange-T
- Filed as
- PIMCO ETF TR (Q1 2024)
- CUSIP
- 72201R775
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $48.8M |
| Exits | 36 | $57.9M |
Ownership 397 holders
| Cwm, LLC | 1.32% | Add +12.4% | 2,955,805 | $271.5M |
| Morgan Stanley | 0.02% | Add +0.0% | 2,497,310 | $229.4M |
| Tectonic Advisors LLC | 12.47% | Add +4.4% | 1,779,677 | $163.5M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -1.4% | 1,486,034 | $136.5M |
| Wells Fargo & Company | 0.03% | Add +29.1% | 1,063,627 | $97.7M |
| Osaic Holdings, Inc. | 0.21% | Reduce -21.8% | 1,026,412 | $94.3M |
| LPL Financial LLC | 0.04% | Add +5.0% | 847,715 | $77.9M |
| Bank of America Corp. | 0.01% | Add +7.1% | 795,790 | $73.1M |
| UBS Group AG | 0.02% | Add +19.0% | 766,738 | $70.4M |
| Royal Bank of Canada | 0.01% | Reduce -23.6% | 563,125 | $51.7M |
| OneDigital Investment Advisors LLC | 0.81% | Add +8.8% | 561,251 | $51.6M |
| Essential Planning, LLC. | 23.54% | Add +0.2% | 508,547 | $47.0M |
| Sand Hill Global Advisors, LLC | 1.74% | Add +1562.8% | 399,783 | $36.7M |
| Scotia Capital Inc. | 0.21% | Add +6.1% | 382,496 | $35.1M |
| JPMorgan Chase & Co. | 0.00% | Add +32.2% | 360,691 | $33.1M |
| Raymond James & Associates | 0.02% | Add +15.7% | 350,783 | $32.2M |
| Cetera Investment Advisers | 0.08% | Add +636.4% | 346,903 | $31.9M |
| RFG Advisory, LLC | 1.03% | Add +48.1% | 328,614 | $30.2M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +9.3% | 305,809 | $28.1M |
| Mercer Global Advisors Inc. | 0.08% | Reduce -28.6% | 300,096 | $27.6M |
| Hudson Capital Management LLC | 9.67% | Add +14.0% | 294,572 | $27.1M |
| Concurrent Investment Advisors, LLC | 1.04% | Add +396.3% | 278,282 | $25.6M |
| Your Advocates Ltd., LLP | 10.62% | Reduce -9.4% | 273,734 | $25.1M |
| Vickerman Investment Advisors, Inc. | 8.04% | Add +5.4% | 271,454 | $24.9M |
| Goldstein Advisors, LLC | 4.08% | Add +18.8% | 259,726 | $23.9M |
| Southland Equity Partners LLC | 6.37% | Add +14.9% | 246,970 | $22.7M |
| NewEdge Advisors, LLC | 0.20% | Add +48.0% | 246,085 | $22.6M |
| Thrivent Financial for Lutherans | 0.04% | Add +1143.3% | 240,101 | $22.1M |
| Commonwealth Equity Services, LLC | 0.04% | Add +23.3% | 232,893 | $21.4M |
| WCG Wealth Advisors LLC | 1.78% | Reduce -5.5% | 231,999 | $21.3M |
| CreativeOne Wealth, LLC | 0.85% | Add +105.8% | 231,883 | $21.3M |
| Kelman-Lazarov, Inc. | 3.84% | Add +5.5% | 213,832 | $19.6M |
| Prudent Investors Network, Inc. | 7.39% | — | 213,338 | $19.6M |
| Flaharty Asset Management, LLC | 2.87% | Reduce -10.3% | 210,450 | $19.3M |
| Alpha Cubed Investments, LLC | 1.00% | Add +17.5% | 207,603 | $19.1M |
| Horizon Investments, LLC | 0.50% | Reduce -9.1% | 208,330 | $19.0M |
| Freedom Investment Management, Inc. | 1.45% | Reduce -5.5% | 197,463 | $18.1M |
| Stifel Financial Corp. | 0.02% | Add +12.4% | 193,988 | $17.8M |
| John W. Brooker & Co., CPAs | 9.43% | Add +1.4% | 191,036 | $17.5M |
| Captrust Financial Advisors | 0.06% | Reduce -40.1% | 179,664 | $16.5M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -3.8% | 175,806 | $16.1M |
| Stratos Wealth Partners, LTD. | 0.27% | Add +24.0% | 174,549 | $16.0M |
| Cardinal Point Capital Management ULC | 2.92% | Add +0.3% | 167,154 | $15.4M |
| Valley National Advisers Inc. | 2.22% | Add +9.8% | 159,662 | $14.7M |
| Legacy Private Trust Co. | 1.06% | Add +39.1% | 157,948 | $14.5M |
| Avantax Advisory Services, Inc. | 0.13% | Add +29.0% | 155,084 | $14.2M |
| B. Riley Wealth Advisors, Inc. | 0.37% | Add +56.0% | 156,696 | $13.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.5% | 148,469 | $13.6M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -8.5% | 147,860 | $13.6M |
| FSM Wealth Advisors, LLC | 4.81% | Add +19.8% | 147,597 | $13.6M |
| Kestra Advisory Services, LLC | 0.09% | Add +29.0% | 142,238 | $13.1M |
| GeoWealth Management, LLC | 0.48% | Add +34.1% | 135,748 | $12.5M |
| Sheridan Capital Management, LLC | 9.23% | Reduce -1.5% | 133,356 | $12.3M |
| Truist Financial Corp. | 0.02% | Add +5.8% | 130,580 | $12.0M |
| Smart Portfolios, LLC | 12.25% | Add +105.6% | 126,562 | $11.6M |
| Acima Private Wealth, LLC | 4.24% | Add +1.4% | 125,151 | $11.5M |
| Regis Acquisition Inc. | 6.77% | Add +14.1% | 121,131 | $11.1M |
| Bleakley Financial Group, LLC | 0.32% | Add +4.8% | 120,647 | $11.1M |
| Simplicity Wealth,LLC | 0.26% | New | 120,647 | $11.1M |
| Sowell Financial Services LLC | 0.52% | Reduce -14.3% | 120,117 | $11.0M |
| Kwmg, LLC | 1.20% | Add +4.8% | 119,289 | $11.0M |
| Vicus Capital | 1.00% | Add +5.3% | 119,202 | $10.9M |
| Ferguson Shapiro LLC | 4.94% | Reduce -47.2% | 116,692 | $10.7M |
| TD Capital Management LLC | 1.13% | Add +2.3% | 115,645 | $10.6M |
| FinTrust Capital Advisors, LLC | 2.05% | Add +15.7% | 115,464 | $10.6M |
| Vantage Financial Partners Ltd., Inc. | 2.74% | Add +27.9% | 114,507 | $10.5M |
| PNC Financial Services Group, Inc. | 0.01% | Add +9.6% | 114,289 | $10.5M |
| GM Advisory Group, LLC | 0.70% | Reduce -33.6% | 108,738 | $10.0M |
| Steph & Co. | 3.20% | Add +5.7% | 101,352 | $9.3M |
| Cornerstone Advisory, LLC | 1.30% | Add +38.5% | 99,157 | $9.1M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +17.0% | 98,085 | $9.0M |
| PAX Financial Group, LLC | 1.76% | Add +28.3% | 95,682 | $8.8M |
| M Holdings Securities, Inc. | 1.46% | Add +3.5% | 94,626 | $8.7M |
| Cornerstone Wealth Management, LLC | 0.70% | Reduce -1.1% | 93,861 | $8.6M |
| Intelligence Driven Advisers, LLC | 1.26% | Reduce -20.4% | 93,109 | $8.6M |
| Private Advisor Group, LLC | 0.06% | Reduce -15.8% | 92,274 | $8.5M |
| MML Investors Services, LLC | 0.03% | Add +11.9% | 91,968 | $8.4M |
| Csenge Advisory Group | 0.47% | Add +0.3% | 91,540 | $8.4M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.23% | Reduce -16.4% | 91,391 | $8.4M |
| IFG Advisory, LLC | 0.61% | Add +0.6% | 88,280 | $8.1M |
| Visionary Wealth Advisors | 0.55% | Add +18.9% | 88,052 | $8.1M |
| Destination Wealth Management | 0.27% | Add +2.2% | 87,229 | $8.0M |
| Roger Wittlin Investment Advisory, LLC | 5.42% | Add +25.6% | 84,102 | $7.7M |
| Treasure Coast Financial Planning | 5.05% | Add +16.8% | 84,055 | $7.7M |
| Founders Financial Securities LLC | 0.80% | Reduce -19.6% | 83,363 | $7.7M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -51.6% | 81,631 | $7.5M |
| Orion Portfolio Solutions, LLC | 0.08% | Reduce -51.6% | 81,631 | $7.5M |
| Halbert Hargrove Global Advisors, LLC | 0.50% | Add +5.3% | 81,324 | $7.5M |
| Allworth Financial LP | 0.05% | Reduce -3.9% | 80,194 | $7.4M |
| Bouvel Investment Partners, LLC | 3.08% | Reduce -3.2% | 77,608 | $7.1M |
| MinichMacGregor Wealth Management, LLC | 1.77% | Add +4.3% | 76,272 | $6.9M |
| Integrated Wealth Concepts LLC | 0.10% | Add +4.9% | 75,364 | $6.9M |
| Brookstone Capital Management | 0.12% | Add +21.8% | 70,741 | $6.5M |
| Inspire Advisors, LLC | 0.87% | New | 68,351 | $6.3M |
| Lee Financial Group Hawaii, Inc. | 4.71% | Add +0.8% | 65,575 | $6.0M |
| Foundations Investment Advisors, LLC | 0.16% | Add +1066.5% | 65,536 | $6.0M |
| MorganRosel Wealth Management, LLC | 2.12% | Reduce -0.1% | 64,719 | $5.9M |
| Pacifica Partners Inc. | 2.63% | Reduce -1.6% | 64,773 | $5.9M |
| Merriman Wealth Management, LLC | 0.26% | Reduce -0.7% | 64,392 | $5.9M |
| Landmark Wealth Management, LLC | 2.66% | Add +4.7% | 62,631 | $5.8M |
| Gould Asset Management LLC | 1.39% | Add +6.9% | 62,593 | $5.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +25.3% | 60,573 | $5.6M |
| Norway Savings Bank | 2.30% | Reduce -1.1% | 60,023 | $5.5M |
| Dunhill Financial, LLC | 4.08% | Add +938.6% | 59,950 | $5.5M |
| Fragasso Financial Advisors Inc | 0.42% | Reduce -11.4% | 54,433 | $5.0M |
| Sage Rhino Capital LLC | 1.17% | Add +5.4% | 53,927 | $5.0M |
| Nations Financial Group Inc, /Ia/ | 0.42% | Add +3.1% | 53,688 | $4.9M |
| Moneta Group Investment Advisors LLC | 0.08% | Add +11.1% | 50,738 | $4.7M |
| Total Investment Management Inc. | 0.58% | Add +11.3% | 50,497 | $4.6M |
| Hamilton Wealth, LLC | 1.42% | Reduce -4.7% | 49,700 | $4.6M |
| Elwood & Goetz Wealth Advisory Group, LLC | 1.10% | Reduce -53.4% | 49,383 | $4.5M |
| Aviance Capital Partners, LLC | 0.66% | Add +1.6% | 48,464 | $4.5M |
| Harbour Investments, Inc. | 0.16% | Add +32.7% | 47,752 | $4.4M |
| CarsonAllaria Wealth Management, Ltd. | 2.71% | Reduce -9.1% | 46,984 | $4.3M |
| Bank of Montreal | 0.00% | Add +14.5% | 45,178 | $4.2M |
| D.A. Davidson & Co. | 0.04% | Add +10.0% | 45,143 | $4.1M |
| Strategic Advisors LLC | 0.82% | New | 44,992 | $4.1M |
| Advisory Services & Investments, LLC | 2.84% | Reduce -17.5% | 44,750 | $4.1M |
| Waverly Advisors, LLC | 0.09% | New | 43,401 | $4.0M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.3% | 43,023 | $4.0M |
| Cibc World Market Inc. | 0.01% | Reduce -9.1% | 42,593 | $3.9M |
| D'Orazio & Associates, Inc. | 0.62% | Reduce -18.9% | 41,632 | $3.8M |
| Del-Sette Capital Management, LLC | 3.11% | Add +2.0% | 41,228 | $3.8M |
| Susquehanna International Group, LLP | 0.01% | New | 40,693 | $3.7M |
| First Hawaiian Bank | 0.11% | Add +25.9% | 39,669 | $3.6M |
| Dynamic Advisor Solutions LLC | 0.12% | Add +24.2% | 39,540 | $3.6M |
| Capital Planning Advisors, LLC | 0.62% | Add +3.8% | 38,597 | $3.5M |
| Syverson Strege & Co | 1.27% | Add +2.1% | 38,503 | $3.5M |
| AE Wealth Management LLC | 0.04% | Reduce -7.3% | 38,240 | $3.5M |
| Geneos Wealth Management Inc. | 0.16% | Add +3.2% | 37,728 | $3.5M |
| Creative Planning | 0.00% | Add +0.9% | 36,434 | $3.3M |
| Traction Financial Partners, LLC | 2.55% | Add +24.3% | 36,295 | $3.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -17.6% | 32,761 | $3.0M |
| IFP Advisors, Inc | 0.13% | Reduce -6.8% | 32,053 | $2.9M |
| AdvisorNet Financial, Inc | 0.28% | Reduce -41.0% | 31,529 | $2.9M |
| Linscomb Wealth, Inc. | 0.15% | Add +6.5% | 30,730 | $2.8M |
| Jmac Enterprises LLC | 0.52% | Add +28.1% | 30,303 | $2.8M |
| Parallel Advisors, LLC | 0.07% | Reduce -32.5% | 29,557 | $2.7M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +6.6% | 28,945 | $2.7M |
| Lunt Capital Management, Inc. | 1.31% | Add +7.1% | 28,728 | $2.6M |
| Affiance Financial, LLC | 0.70% | Add +54.2% | 28,282 | $2.6M |
| BCS Wealth Management | 0.82% | Add +33.1% | 27,811 | $2.6M |
| Williams & Novak, LLC | 2.89% | No change | 27,478 | $2.5M |
| Hollencrest Capital Management | 0.12% | Reduce -0.3% | 27,572 | $2.5M |
| Koshinski Asset Management, Inc. | 0.26% | Add +590.9% | 27,353 | $2.5M |
| Equitable Holdings, Inc. | 0.03% | Add +0.2% | 26,873 | $2.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -10.2% | 26,105 | $2.4M |
| Menard Financial Group LLC | 2.01% | New | 25,981 | $2.4M |
| Mariner, LLC | 0.00% | Reduce -0.8% | 25,567 | $2.3M |
| Comerica Bank | 0.01% | Add +7.3% | 25,485 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -0.7% | 25,204 | $2.3M |
| Family Firm, Inc. | 0.56% | Add +5.3% | 25,104 | $2.3M |
| Beacon Financial Planning, Inc. | 1.59% | Reduce -2.5% | 24,720 | $2.3M |
| Regis Management CO LLC | 0.69% | Add +3.0% | 24,653 | $2.3M |
| Atria Investments, Inc | 0.03% | Add +2.4% | 24,470 | $2.2M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -15.6% | 23,845 | $2.2M |
| Insight Wealth Partners, LLC | 1.36% | Add +21.8% | 22,799 | $2.1M |
| Econ Financial Services Corp | 1.30% | New | 22,787 | $2.1M |
| Intrua Financial, LLC | 0.31% | New | 21,990 | $2.0M |
| SageView Advisory Group, LLC | 0.10% | New | 21,994 | $2.0M |
| EWG Elevate Inc. | 0.76% | Add +2.2% | 21,820 | $2.0M |
| Kowal Investment Group, LLC | 0.43% | Reduce -2.4% | 21,457 | $2.0M |
| National Bank of Canada | 0.00% | Add +21.9% | 21,554 | $1.9M |
| USAdvisors Wealth Management, LLC | 0.68% | Add +6.8% | 19,559 | $1.8M |
| Sumitomo Mitsui Financial Group, Inc. | 0.06% | Reduce -0.1% | 19,558 | $1.8M |
| Thrive Capital Management, LLC | 0.93% | Reduce -26.2% | 19,037 | $1.7M |
| Cooper Financial Group | 0.29% | Add +0.5% | 18,938 | $1.7M |
| Wealthspire Retirement, LLC | 0.13% | Add +43.0% | 16,189 | $1.5M |
| L & S Advisors Inc | 0.19% | New | 16,000 | $1.5M |
| Dudley Capital Management, LLC | 0.86% | Reduce -0.4% | 16,160 | $1.5M |
| Brasada Capital Management, LP | 0.26% | Reduce -5.2% | 15,906 | $1.5M |
| Advisory Services Network, LLC | 0.03% | Reduce -3.3% | 15,768 | $1.4M |
| Citigroup Inc. | 0.00% | Reduce -1.6% | 15,708 | $1.4M |
| University of Texas/Texas Am Investment Management Co. | 0.39% | Reduce -50.0% | 15,502 | $1.4M |
| Krilogy Financial LLC | 0.11% | Reduce -1.4% | 15,502 | $1.4M |
| Rovin Capital /Ut/ | 0.56% | Reduce -4.4% | 14,902 | $1.4M |
| Arrowroot Family Office, LLC | 0.85% | Add +11.7% | 14,415 | $1.3M |
| Asset Management Group, Inc. | 0.20% | Add +1.1% | 14,209 | $1.3M |
| Avitas Wealth Management LLC | 0.20% | Add +3.4% | 14,179 | $1.3M |
| Waterfront Wealth Inc. | 0.36% | Add +17.2% | 14,454 | $1.3M |
| CFO4Life Group, LLC | 0.23% | Reduce -78.1% | 13,779 | $1.3M |
| Essex Financial Services, Inc. | 0.12% | Add +41.0% | 13,688 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | New | 13,658 | $1.3M |
| Westside Investment Management, Inc. | 0.30% | Add +1.5% | 13,651 | $1.2M |
| TD Waterhouse Canada Inc. | 0.01% | Add +36.4% | 14,591 | $1.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -4.7% | 13,487 | $1.2M |
| Arbor Trust Wealth Advisors, LLC | 0.67% | Reduce -65.8% | 13,588 | $1.2M |
| HRT Financial LP | 0.01% | New | 13,053 | $1.2M |
| Edge Financial Advisors LLC | 1.03% | — | 12,887 | $1.2M |
| WealthShield Partners, LLC | 0.19% | Add +22.4% | 12,727 | $1.2M |
| Legacy Edge Advisors, LLC | 0.24% | Reduce -62.2% | 12,662 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Reduce -3.3% | 12,628 | $1.2M |
| Mather Group, Llc. | 0.02% | No change | 12,451 | $1.2M |
| Strata Wealth Advisors, LLC | 0.39% | No change | 12,050 | $1.1M |
| Caldwell Sutter Capital, Inc. | 0.52% | Reduce -6.1% | 11,793 | $1.1M |
| Betterment LLC | 0.00% | Add +9.5% | 11,696 | $1.1M |
| Procyon Advisors, LLC | 0.08% | Add +1.5% | 11,610 | $1.1M |
| Stephens Inc. | 0.02% | Add +6.6% | 11,590 | $1.1M |
| Fort Point Capital Partners LLC | 0.14% | Reduce -0.5% | 11,550 | $1.1M |
| Watts Gwilliam & Co., LLC | 0.33% | — | 11,604 | $1.1M |
| Connecticut Wealth Management, LLC | 0.06% | Add +0.2% | 11,404 | $1.0M |
| Ramiah Investment Group | 0.97% | Add +9.0% | 11,180 | $1.0M |
| 1620 Investment Advisors, Inc. | 0.99% | Add +6.6% | 10,707 | $984K |
| HCR Wealth Advisors | 0.15% | No change | 10,520 | $966K |
| Droms Strauss Advisors Inc. /Mo/ | 0.35% | Reduce -55.6% | 10,408 | $956K |
| Kovack Advisors, Inc. | 0.11% | New | 10,183 | $935K |
| Patten Group, Inc. | 0.23% | Add +7.7% | 10,040 | $922K |
| Benedict Financial Advisors Inc. | 0.23% | New | 9,740 | $895K |
| AQR Capital Management | 0.00% | Add +38.8% | 9,655 | $887K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -12.9% | 9,449 | $868K |
| Beacon Financial Advisory LLC | 0.41% | Add +14.5% | 9,192 | $844K |
| Kingsview Wealth Management, LLC | 0.02% | Add +12.4% | 8,992 | $826K |
| Bright Futures Wealth Management, LLC. | 0.45% | — | 9,018 | $825K |
| First National Corp. /Ma/ | 0.20% | No change | 8,892 | $822K |
| Opal Wealth Advisors, LLC | 0.27% | Add +0.3% | 8,634 | $793K |
| Wedbush Securities Inc. | 0.03% | Add +2.2% | 8,633 | $793K |
| SignalPoint Asset Management, LLC | 0.21% | Add +23.4% | 8,506 | $781K |
| Emergent Wealth Advisors, LLC | 0.66% | New | 8,385 | $770K |
| Eq LLC | 0.47% | Add +89.7% | 8,335 | $766K |
| Physician Wealth Advisors, Inc. | 0.16% | Add +6.8% | 8,591 | $765K |
| Independent Financial Group, LLC | 0.04% | Add +30.2% | 8,312 | $764K |
| Global Retirement Partners, LLC | 0.03% | Add +46.5% | 8,129 | $747K |
| Rehmann Capital Advisory Group | 0.05% | Add +113.3% | 8,017 | $736K |
| Focused Wealth Management, Inc | 0.11% | Reduce -9.6% | 7,605 | $699K |
| Creative Financial Designs Inc. | 0.07% | Add +2.0% | 7,569 | $695K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -25.1% | 7,546 | $693K |
| Moloney Securities Asset Management, LLC | 0.10% | Add +124.5% | 7,345 | $675K |
| Colton Groome Financial Advisors, LLC | 0.26% | Reduce -10.7% | 7,019 | $645K |
| Avondale Wealth Management | 0.44% | Reduce -15.4% | 6,850 | $629K |
| Twin Peaks Wealth Advisors, LLC | 0.35% | Add +19.9% | 6,812 | $626K |
| Addison Capital Co | 0.31% | Add +23.2% | 6,739 | $619K |
| Ameritas Advisory Services, LLC | 0.03% | Add +40.5% | 6,744 | $612K |
| Wolf Group Capital Advisors | 0.29% | No change | 6,654 | $610K |
| Peddock Capital Advisors, LLC | 0.16% | Add +0.4% | 6,591 | $605K |
| Tranquilli Financial Advisor LLC | 0.40% | Add +1.5% | 6,538 | $601K |
| Burt Wealth Advisors | 0.15% | Add +81.8% | 6,527 | $600K |
| Summa Corp. | 0.33% | No change | 6,500 | $597K |
| Cary Street Partners Asset Management LLC | 0.09% | Add +78.3% | 6,500 | $597K |
| Brown, Lisle/Cummings, Inc. | 0.20% | Reduce -0.6% | 6,408 | $589K |
| Principal Securities, Inc. | 0.02% | Add +370.3% | 6,231 | $572K |
| Mutual Advisors, LLC | 0.02% | New | 6,205 | $570K |
| International Assets Investment Management, LLC | 0.06% | New | 6,242 | $567K |
| Cerity Partners LLC | 0.00% | Add +9.2% | 6,106 | $561K |
| Goodman Financial Corp | 0.13% | New | 6,038 | $555K |
| Pinnacle Associates Ltd. | 0.01% | Add +1.4% | 6,019 | $553K |
| PFG Investments, LLC | 0.03% | Add +153.3% | 6,017 | $553K |
| Apella Capital, LLC | 0.03% | Reduce -5.4% | 6,034 | $548K |
| Mayfair Advisory Group, LLC | 0.40% | Add +0.0% | 5,964 | $548K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -78.1% | 5,888 | $541K |
| Dynasty Wealth Management, LLC | 0.02% | — | 5,435 | $499K |
| Retirement Planning Group, LLC | 0.04% | No change | 5,394 | $495K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Add +1.6% | 5,246 | $482K |
| Hutchens & Kramer Investment Management Group, LLC | 0.28% | Add +139.8% | 5,218 | $474K |
| Macroview Investment Management LLC | 0.52% | Reduce -14.2% | 5,140 | $472K |
| Mechanics Bank Trust Department | 0.07% | Reduce -1.9% | 5,116 | $470K |
| Strategic Blueprint, LLC | 0.03% | Reduce -8.1% | 5,010 | $460K |
| Next Capital Management LLC | 0.19% | No change | 4,987 | $458K |
| Waypoint Wealth Partners Inc. | 0.13% | Add +2.7% | 4,960 | $456K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +32.1% | 4,749 | $436K |
| Gallacher Capital Management LLC | 0.22% | Reduce -20.6% | 4,686 | $430K |
| MBL Wealth, LLC | 0.05% | Add +16.6% | 4,679 | $430K |
| Lincoln National Corp. | 0.01% | Reduce -6.1% | 4,644 | $427K |
| Romano Brothers and Company | 0.06% | Add +58.7% | 4,595 | $422K |
| Keystone Wealth Services, LLC | 0.14% | Add +37.5% | 4,541 | $417K |
| Greytown Advisors Inc. | 0.23% | No change | 4,529 | $416K |
| Westmount Partners, LLC | 0.15% | Reduce -5.4% | 4,516 | $415K |
| World Investment Advisors | 0.06% | New | 4,394 | $404K |
| Evergreen Capital Management LLC | 0.02% | Reduce -6.4% | 4,394 | $404K |
| Mainstay Capital Management LLC | 0.07% | Reduce -48.4% | 4,305 | $395K |
| Leisure Capital Management | 0.19% | Reduce -88.9% | 4,192 | $385K |
| Summit Investment Advisory Services, LLC | 0.23% | Reduce -21.2% | 4,174 | $383K |
| Mgo One Seven LLC | 0.02% | Reduce -1.5% | 4,145 | $381K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 4,125 | $379K |
| Old Port Advisors | 0.11% | Reduce -12.1% | 4,064 | $373K |
| Valley Forge Investment Consultants Inc. Adv | 0.14% | Add +1.2% | 4,011 | $368K |
| Glen Eagle Advisors, LLC | 0.07% | Add +26.8% | 3,944 | $362K |
| United Advisor Group, LLC | 0.13% | New | 3,891 | $357K |
| Hengehold Capital Management LLC | 0.04% | No change | 3,877 | $356K |
| Blue Edge Capital, LLC | 0.06% | Add +7.1% | 3,831 | $352K |
| Signal Advisors Wealth, LLC | 0.09% | Add +12.2% | 3,794 | $349K |
| SOL Capital Management CO | 0.04% | Add +29.1% | 3,784 | $348K |
| CIBC Asset Management Inc | 0.00% | No change | 3,755 | $345K |
| Fortis Capital Advisors, LLC | 0.14% | Reduce -19.2% | 3,732 | $343K |
| Belpointe Asset Management LLC | 0.03% | Reduce -19.2% | 3,732 | $343K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -10.7% | 3,631 | $334K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.1% | 3,597 | $330K |
| Lantern Wealth Advisors, LLC | 0.23% | Add +43.0% | 3,547 | $326K |
| Keybank National Association | 0.00% | No change | 3,518 | $323K |
| Financial Gravity Asset Management, Inc. | 0.09% | Reduce -98.3% | 3,492 | $323K |
| Advisor OS, LLC | 0.04% | Add +33.1% | 3,500 | $322K |
| Advus Financial Partners, LLC | 0.09% | Reduce -1.4% | 3,304 | $304K |
| Farther Finance Advisors, LLC | 0.02% | New | 3,307 | $300K |
| Holderness Investments Co. | 0.07% | Reduce -19.8% | 3,250 | $299K |
| Northwest Capital Management Inc | 0.10% | Add +1.7% | 3,240 | $298K |
| Manhattan West Asset Management, LLC | 0.07% | New | 3,214 | $295K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -3.2% | 3,212 | $295K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -46.6% | 3,195 | $293K |
| Consolidated Portfolio Review Corp | 0.08% | Add +0.0% | 3,176 | $292K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -13.7% | 3,074 | $282K |
| Valmark Advisers, Inc. | 0.00% | Add +17.3% | 3,073 | $282K |
| Maripau Wealth Management LLC | 0.21% | Reduce -1.3% | 3,071 | $282K |
| Kingswood Wealth Advisors, LLC | 0.03% | No change | 3,058 | $281K |
| Allen Capital Group, LLC | 0.04% | Add +5.2% | 2,984 | $274K |
| Savant Capital, LLC | 0.00% | Reduce -6.5% | 2,975 | $273K |
| Corient Private Wealth LP | 0.00% | New | 2,964 | $272K |
| Private Portfolio Partners LLC | 0.06% | Reduce -5.9% | 2,962 | $272K |
| Strait & Sound Wealth Management LLC | 0.15% | Reduce -1.0% | 2,945 | $264K |
| Private Trust Co. NA | 0.03% | Add +7.8% | 2,860 | $263K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -26.2% | 2,818 | $259K |
| Sunbelt Securities, Inc. | 0.03% | No change | 2,805 | $258K |
| Artemis Wealth Advisors, LLC | 0.04% | Add +1.1% | 2,770 | $254K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -25.5% | 2,747 | $252K |
| Tobias Financial Advisors, Inc. | 0.06% | No change | 2,700 | $248K |
| 9258 Wealth Management, LLC | 0.04% | No change | 2,666 | $245K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 2,598 | $239K |
| Vertex Planning Partners, LLC | 0.07% | Reduce -65.1% | 2,587 | $238K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -21.1% | 2,448 | $225K |
| Clearstead Advisors, LLC | 0.01% | Add +57.6% | 2,422 | $219K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -38.3% | 2,328 | $214K |
| Hartline Investment Corp./ | 0.04% | New | 2,308 | $212K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +0.1% | 2,308 | $212K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 2,300 | $211K |
| ACT Advisors, LLC. | 0.12% | No change | 2,288 | $210K |
| Farrell Financial LLC | 0.17% | Add +0.2% | 2,285 | $210K |
| Townsquare Capital LLC | 0.00% | New | 2,255 | $207K |
| PFG Advisors | 0.02% | Add +1.9% | 2,255 | $207K |
| Hunter Associates Investment Management LLC | 0.03% | No change | 2,250 | $207K |
| Avaii Wealth Management, LLC | 0.12% | Reduce -7.4% | 2,233 | $205K |
| Round Rock Advisors LLC | 0.05% | Reduce -7.9% | 2,223 | $204K |
| Kaydan Wealth Management, Inc. | 0.07% | New | 2,210 | $203K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | Reduce -85.0% | 2,177 | $200K |
| Aptus Capital Advisors, LLC | 0.00% | Add +772.2% | 1,945 | $179K |
| LGT Financial Advisors LLC | 0.20% | Add +1.2% | 1,840 | $169K |
| Elevation Wealth Partners, LLC | 0.08% | Reduce -26.4% | 1,795 | $165K |
| Cornerstone Planning Group LLC | 0.05% | Reduce -68.1% | 1,664 | $150K |
| Cedar Mountain Advisors, LLC | 0.04% | Reduce -22.0% | 1,542 | $142K |
| Mascoma Wealth Management LLC | 0.04% | Reduce -40.4% | 1,480 | $136K |
| Continuum Advisory, LLC | 0.02% | New | 1,430 | $129K |
| Capital Analysts, LLC | 0.01% | Add +33.7% | 1,338 | $122K |
| Spotlight Asset Group, Inc. | 0.08% | Reduce -32.9% | 1,291 | $119K |
| Nabity-Jensen Investment Management Inc | 0.10% | Reduce -0.4% | 1,259 | $116K |
| ICA Group Wealth Management, LLC | 0.02% | Add +47.8% | 1,185 | $109K |
| Avior Wealth Management, LLC | 0.01% | Add +149.2% | 1,171 | $108K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,162 | $107K |
| US Bancorp \de | 0.00% | Add +36.2% | 1,152 | $106K |
| Blair William & Co. | 0.00% | No change | 1,074 | $99K |
| Larson Financial Group LLC | 0.01% | No change | 1,070 | $98K |
| Bfsg, LLC | 0.01% | No change | 1,036 | $95K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 843 | $77K |
| Ogorek Anthony Joseph /NY/ | 0.03% | No change | 839 | $77K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +75.0% | 842 | $75K |
| Avion Wealth | 0.01% | No change | 588 | $55K |
| Palisade Asset Management, LLC | 0.00% | New | 538 | $49K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | No change | 536 | $49K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 530 | $49K |
| Parkside Financial Bank & Trust | 0.01% | No change | 500 | $46K |
| Franklin Resources Inc. | 0.00% | No change | 496 | $46K |
| GPS Wealth Strategies Group, LLC | 0.01% | New | 481 | $44K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -0.7% | 414 | $38K |
| Tompkins Financial Corp. | 0.00% | No change | 407 | $37K |
| Retirement Group, LLC | 0.01% | No change | 400 | $37K |
| Allianz Asset Management GmbH | 0.00% | Add +0.3% | 342 | $31K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | New | 330 | $30K |
| CIBC Private Wealth Group LLC | 0.00% | New | 325 | $30K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 295 | $27K |
| Key Financial Inc | 0.01% | No change | 285 | $26K |
| Bogart Wealth, LLC | 0.00% | Reduce -5.8% | 276 | $25K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -9.6% | 226 | $21K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 225 | $21K |
| Balefire, LLC | 0.01% | No change | 206 | $19K |
| Register Financial Advisors LLC | 0.01% | New | 206 | $19K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | No change | 178 | $16K |
| Clear Point Advisors Inc. | 0.01% | Add +1.2% | 172 | $16K |
| First Horizon Advisors, Inc. | 0.00% | Add +20.7% | 169 | $16K |
| Tucker Asset Management LLC | 0.00% | No change | 153 | $14K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -78.7% | 152 | $14K |
| Aspire Private Capital, LLC | 0.00% | Reduce -2.9% | 133 | $12K |
| Birchbrook, Inc. | 0.01% | No change | 132 | $12K |
| Element Wealth, LLC | 0.01% | No change | 125 | $11K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 88 | $8K |
| CoreCap Advisors, LLC | 0.00% | New | 77 | $7K |
| Gradient Investments LLC | 0.00% | Add +1.6% | 65 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +13.0% | 52 | $5K |
| McIlrath & Eck, LLC | 0.00% | No change | 45 | $4K |
| Sound Income Strategies, LLC | 0.00% | Reduce -6.3% | 45 | $4K |
| Spire Wealth Management | 0.00% | No change | 21 | $2K |
| Tyler-Stone Wealth Management | 0.00% | Reduce -66.7% | 20 | $2K |
| SYM FINANCIAL Corp | 0.00% | New | 19 | $2K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.00% | No change | 18 | $2K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 13 | $1K |
| Colonial Trust Advisors | 0.00% | New | 13 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | — | 10 | $908 |
| PSI Advisors, LLC | 0.00% | No change | 8 | $735 |
| Versant Capital Management, Inc | 0.00% | No change | 8 | $735 |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -96.3% | 7 | $667 |
| FMR LLC | 0.00% | Add +150.0% | 5 | $459 |
| Assetmark, Inc. | 0.00% | New | 1 | $92 |
"% 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.