PIMCO Active Bond Exchange-TBONDETF
13F holders, Q2 2024 (June 30)395holders −2
31new positions
34sold out
1famous investor
$91.08avg. 13F price*
At the end of Q2 2024, 395 institutions reported holding PIMCO Active Bond Exchange-T (BOND) in their 13F filings, down 2 from Q1 2024. 31 opened new positions and 34 sold out. The largest holders were Cwm, LLC ($283.0M), Morgan Stanley ($263.0M) and Tectonic Advisors LLC ($164.6M). 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 (Q2 2024)
- CUSIP
- 72201R775
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $66.4M |
| Exits | 34 | $58.6M |
All 13F filers, Q1 2024 → Q2 2024: 3,775,049 shares bought and 2,145,717 shares sold, net +1,629,332 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 395 holders
| Cwm, LLC | 1.33% | Add +5.1% | 3,106,782 | $283.0M |
| Morgan Stanley | 0.02% | Add +15.7% | 2,888,042 | $263.0M |
| Tectonic Advisors LLC | 11.91% | Add +1.6% | 1,807,268 | $164.6M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -2.6% | 1,447,897 | $131.9M |
| Wells Fargo & Company | 0.03% | Add +13.2% | 1,203,856 | $109.6M |
| Osaic Holdings, Inc. | 0.22% | Reduce -0.1% | 1,025,237 | $93.4M |
| LPL Financial LLC | 0.04% | Add +6.8% | 905,323 | $82.5M |
| Bank of America Corp. | 0.01% | Add +5.4% | 838,714 | $76.4M |
| OneDigital Investment Advisors LLC | 0.95% | Add +49.1% | 837,048 | $76.2M |
| UBS Group AG | 0.02% | Add +5.0% | 805,173 | $73.3M |
| Royal Bank of Canada | 0.01% | Add +1.2% | 570,114 | $51.9M |
| Sand Hill Global Advisors, LLC | 2.16% | Add +30.8% | 522,944 | $47.6M |
| NewEdge Advisors, LLC | 0.30% | Add +81.7% | 447,056 | $40.7M |
| JPMorgan Chase & Co. | 0.00% | Add +23.8% | 446,415 | $40.7M |
| Cetera Investment Advisers | 0.08% | Add +14.7% | 397,740 | $36.2M |
| Scotia Capital Inc. | 0.21% | Add +1.1% | 386,569 | $35.2M |
| Raymond James & Associates | 0.02% | Add +8.8% | 381,696 | $34.8M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +17.9% | 360,654 | $32.8M |
| Commonwealth Equity Services, LLC | 0.05% | Add +53.4% | 357,218 | $32.5M |
| RFG Advisory, LLC | 1.06% | Add +8.6% | 357,013 | $32.5M |
| Concurrent Investment Advisors, LLC | 0.93% | Add +11.3% | 309,871 | $28.2M |
| Hudson Capital Management LLC | 9.55% | Add +2.2% | 301,016 | $27.4M |
| Thrivent Financial for Lutherans | 0.05% | Add +9.5% | 263,017 | $24.0M |
| Koss-Olinger Consulting, LLC | 2.21% | New | 262,649 | $23.9M |
| Southland Equity Partners LLC | 6.46% | Add +0.5% | 248,224 | $22.6M |
| Stifel Financial Corp. | 0.02% | Add +22.6% | 237,771 | $21.7M |
| Kelman-Lazarov, Inc. | 3.83% | Add +5.6% | 225,718 | $20.6M |
| Prudent Investors Network, Inc. | 7.37% | Add +4.9% | 223,816 | $20.4M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -26.3% | 221,304 | $20.2M |
| Vickerman Investment Advisors, Inc. | 6.36% | Reduce -19.9% | 217,559 | $19.8M |
| Alpha Cubed Investments, LLC | 0.94% | Add +4.2% | 216,252 | $19.7M |
| Goldstein Advisors, LLC | 3.28% | Reduce -17.2% | 214,957 | $19.6M |
| Flaharty Asset Management, LLC | 2.89% | Add +2.0% | 214,765 | $19.6M |
| Horizon Investments, LLC | 0.53% | Add +1.6% | 211,679 | $19.1M |
| Your Advocates Ltd., LLP | 7.67% | Reduce -26.8% | 200,429 | $18.3M |
| Legacy Private Trust Co. | 1.30% | Add +26.8% | 200,233 | $18.2M |
| Freedom Investment Management, Inc. | 1.46% | Reduce -0.8% | 195,888 | $17.8M |
| Stratos Wealth Partners, LTD. | 0.27% | Add +6.5% | 185,958 | $16.9M |
| CreativeOne Wealth, LLC | 0.82% | Reduce -23.0% | 178,614 | $16.3M |
| John W. Brooker & Co., CPAs | 8.03% | Reduce -7.9% | 175,939 | $16.0M |
| Avantax Advisory Services, Inc. | 0.11% | Add +11.2% | 172,405 | $15.7M |
| FSM Wealth Advisors, LLC | 5.11% | Add +13.4% | 167,312 | $15.2M |
| Cardinal Point Capital Management ULC | 2.62% | Reduce -1.2% | 165,161 | $15.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -7.2% | 163,118 | $14.9M |
| Valley National Advisers Inc. | 2.17% | Add +0.5% | 160,465 | $14.6M |
| B. Riley Wealth Advisors, Inc. | 0.36% | Reduce -1.9% | 153,780 | $14.0M |
| Bank of New York Mellon Corp | 0.00% | Add +0.7% | 149,442 | $13.6M |
| Kestra Advisory Services, LLC | 0.08% | Add +3.6% | 147,356 | $13.4M |
| GeoWealth Management, LLC | 0.57% | Add +6.2% | 144,129 | $13.1M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -3.9% | 142,142 | $12.9M |
| MML Investors Services, LLC | 0.05% | Add +49.2% | 137,221 | $12.5M |
| FinTrust Capital Advisors, LLC | 2.26% | Add +17.8% | 135,999 | $12.4M |
| PNC Financial Services Group, Inc. | 0.01% | Add +17.1% | 133,887 | $12.2M |
| Truist Financial Corp. | 0.02% | Add +0.5% | 131,223 | $12.0M |
| Smart Portfolios, LLC | 12.03% | Add +3.6% | 131,101 | $11.9M |
| Captrust Financial Advisors | 0.04% | Reduce -27.7% | 129,976 | $11.8M |
| Sheridan Capital Management, LLC | 8.67% | Reduce -2.8% | 129,626 | $11.7M |
| Bleakley Financial Group, LLC | 0.33% | Add +5.5% | 127,269 | $11.6M |
| Simplicity Wealth,LLC | 0.26% | Add +5.5% | 127,269 | $11.6M |
| Acima Private Wealth, LLC | 4.24% | Add +1.3% | 126,720 | $11.5M |
| Kwmg, LLC | 1.24% | Add +6.2% | 126,687 | $11.5M |
| Sowell Financial Services LLC | 0.53% | Add +1.8% | 122,261 | $11.1M |
| Bouvel Investment Partners, LLC | 4.29% | Add +57.0% | 121,805 | $11.1M |
| Vantage Financial Partners Ltd., Inc. | 2.73% | Add +5.4% | 120,735 | $11.0M |
| PAX Financial Group, LLC | 2.10% | Add +23.7% | 118,323 | $10.8M |
| Cornerstone Advisory, LLC | 1.47% | Add +16.0% | 115,017 | $10.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +89.1% | 114,524 | $10.4M |
| Steph & Co. | 3.50% | Add +11.4% | 112,871 | $10.3M |
| Regis Acquisition Inc. | 6.25% | Reduce -7.1% | 112,502 | $10.2M |
| Vicus Capital | 0.92% | Reduce -6.2% | 111,771 | $10.2M |
| TD Capital Management LLC | 1.05% | Reduce -4.5% | 110,460 | $10.1M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +9.4% | 107,271 | $9.8M |
| GM Advisory Group, LLC | 0.62% | Reduce -3.4% | 105,038 | $9.6M |
| M Holdings Securities, Inc. | 1.21% | Add +8.3% | 102,445 | $9.3M |
| Dunhill Financial, LLC | 5.67% | Add +67.2% | 100,250 | $9.1M |
| Cornerstone Wealth Management, LLC | 0.68% | Add +2.8% | 96,453 | $8.8M |
| Ocean Park Asset Management, LLC | 0.41% | New | 95,700 | $8.7M |
| AE Wealth Management LLC | 0.09% | Add +149.1% | 95,248 | $8.7M |
| IFG Advisory, LLC | 0.56% | Add +7.6% | 94,991 | $8.7M |
| Destination Wealth Management | 0.27% | Add +4.2% | 90,906 | $8.3M |
| Milestone Asset Management, LLC | 2.06% | New | 90,371 | $8.2M |
| Treasure Coast Financial Planning | 5.34% | Add +5.7% | 88,831 | $8.1M |
| Allworth Financial LP | 0.05% | Add +5.9% | 84,940 | $7.8M |
| Clearstead Advisors, LLC | 0.13% | Add +3427.8% | 85,444 | $7.8M |
| Founders Financial Securities LLC | 0.73% | Add +1.9% | 84,947 | $7.7M |
| Intelligence Driven Advisers, LLC | 1.05% | Reduce -12.7% | 81,294 | $7.4M |
| Denver PWM, LLC | 2.95% | New | 81,090 | $7.4M |
| Visionary Wealth Advisors | 0.48% | Reduce -8.2% | 80,870 | $7.4M |
| Csenge Advisory Group | 0.41% | Reduce -13.9% | 78,836 | $7.2M |
| Halbert Hargrove Global Advisors, LLC | 0.41% | Reduce -5.2% | 77,084 | $7.0M |
| Integrated Wealth Concepts LLC | 0.10% | Add +1.6% | 76,585 | $7.0M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -10.7% | 72,916 | $6.6M |
| Orion Portfolio Solutions, LLC | 0.07% | Reduce -10.7% | 72,916 | $6.6M |
| Private Advisor Group, LLC | 0.04% | Reduce -21.7% | 72,227 | $6.6M |
| Gould Asset Management LLC | 1.38% | Add +5.0% | 65,738 | $6.0M |
| Roger Wittlin Investment Advisory, LLC | 3.84% | Reduce -22.0% | 65,626 | $6.0M |
| MorganRosel Wealth Management, LLC | 2.11% | Add +1.2% | 65,469 | $6.0M |
| Merriman Wealth Management, LLC | 0.26% | Add +0.9% | 64,950 | $5.9M |
| Pacifica Partners Inc. | 2.46% | Reduce -2.6% | 63,068 | $5.7M |
| Syverson Strege & Co | 1.95% | Add +63.2% | 62,824 | $5.7M |
| Harbour Investments, Inc. | 0.19% | Add +30.8% | 62,480 | $5.7M |
| Waverly Advisors, LLC | 0.11% | Add +40.3% | 60,896 | $5.5M |
| Retirement Planning Group, LLC | 0.35% | Add +1005.3% | 59,619 | $5.4M |
| Nations Financial Group Inc, /Ia/ | 0.42% | Add +5.5% | 56,619 | $5.2M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +89.4% | 54,831 | $5.0M |
| Bailard, Inc. | 0.14% | New | 54,597 | $5.0M |
| AdvisorNet Financial, Inc | 0.44% | Add +68.8% | 53,218 | $4.8M |
| Moneta Group Investment Advisors LLC | 0.08% | Add +4.5% | 53,028 | $4.8M |
| CarsonAllaria Wealth Management, Ltd. | 2.79% | Add +6.5% | 50,032 | $4.6M |
| First National Corp. /Ma/ | 1.08% | Add +461.6% | 49,933 | $4.5M |
| Bank of Montreal | 0.00% | Add +9.5% | 49,479 | $4.5M |
| Total Investment Management Inc. | 0.58% | Reduce -3.8% | 48,576 | $4.4M |
| Aviance Capital Partners, LLC | 0.62% | Reduce -0.6% | 48,192 | $4.4M |
| Hamilton Wealth, LLC | 1.17% | Reduce -3.7% | 47,871 | $4.4M |
| Susquehanna International Group, LLP | 0.01% | Add +14.2% | 46,487 | $4.2M |
| D.A. Davidson & Co. | 0.04% | Add +2.8% | 46,407 | $4.2M |
| Connecticut Wealth Management, LLC | 0.22% | Add +302.9% | 45,951 | $4.2M |
| Baird Financial Group, Inc. | 0.01% | Add +6.6% | 45,857 | $4.2M |
| Del-Sette Capital Management, LLC | 3.34% | Add +8.5% | 44,732 | $4.1M |
| Cibc World Market Inc. | 0.01% | Add +1.7% | 43,304 | $3.9M |
| Dynamic Advisor Solutions LLC | 0.12% | Add +5.2% | 41,583 | $3.8M |
| Advisory Services & Investments, LLC | 2.62% | Reduce -7.5% | 41,382 | $3.8M |
| Strategic Advisors LLC | 0.73% | Reduce -8.7% | 41,078 | $3.7M |
| HighTower Advisors, LLC | 0.01% | Add +24.2% | 40,686 | $3.7M |
| Essential Planning, LLC. | 1.61% | Reduce -92.1% | 40,089 | $3.7M |
| Capital Planning Advisors, LLC | 0.62% | Add +3.4% | 39,893 | $3.6M |
| First Hawaiian Bank | 0.12% | Reduce -0.7% | 39,399 | $3.6M |
| Ascentis Independent Advisors | 0.74% | — | 39,104 | $3.6M |
| Traction Financial Partners, LLC | 2.50% | Add +1.4% | 36,793 | $3.4M |
| Geneos Wealth Management Inc. | 0.15% | Reduce -0.2% | 37,653 | $3.4M |
| D'Orazio & Associates, Inc. | 0.52% | Reduce -10.1% | 37,438 | $3.4M |
| Williams & Novak, LLC | 3.15% | Add +35.3% | 37,165 | $3.4M |
| Jmac Enterprises LLC | 0.55% | Add +13.2% | 34,313 | $3.1M |
| Linscomb Wealth, Inc. | 0.15% | Add +6.6% | 32,757 | $3.0M |
| IFP Advisors, Inc | 0.11% | Reduce -0.9% | 31,764 | $2.9M |
| BCS Wealth Management | 1.34% | Add +8.7% | 30,235 | $2.8M |
| Lunt Capital Management, Inc. | 1.34% | Add +3.7% | 29,782 | $2.7M |
| Koshinski Asset Management, Inc. | 0.24% | Add +3.3% | 28,241 | $2.6M |
| Affiance Financial, LLC | 0.66% | Reduce -1.2% | 27,948 | $2.5M |
| Menard Financial Group LLC | 1.80% | Add +6.5% | 27,670 | $2.5M |
| Hollencrest Capital Management | 0.11% | Reduce -0.2% | 27,506 | $2.5M |
| Creative Planning | 0.00% | Reduce -24.7% | 27,420 | $2.5M |
| Fragasso Financial Advisors Inc | 0.20% | Reduce -50.0% | 27,230 | $2.5M |
| Cooper Financial Group | 0.36% | Add +42.7% | 27,027 | $2.5M |
| Comerica Bank | 0.01% | Add +4.2% | 26,559 | $2.4M |
| Econ Financial Services Corp | 1.49% | Add +15.7% | 26,373 | $2.4M |
| Brookstone Capital Management | 0.04% | Reduce -63.4% | 25,917 | $2.4M |
| Parallel Advisors, LLC | 0.06% | Reduce -11.3% | 26,227 | $2.4M |
| Family Firm, Inc. | 0.52% | Add +1.2% | 25,407 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -2.1% | 24,667 | $2.2M |
| EP Wealth Advisors, LLC | 0.02% | Add +2.8% | 24,517 | $2.2M |
| Equitable Holdings, Inc. | 0.02% | Reduce -9.8% | 24,252 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -6.1% | 24,008 | $2.2M |
| Wealthspire Retirement, LLC | 0.18% | Add +48.1% | 23,975 | $2.2M |
| Beacon Financial Planning, Inc. | 1.48% | Reduce -3.3% | 23,902 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -8.7% | 23,848 | $2.2M |
| National Bank of Canada | 0.00% | Add +10.9% | 23,912 | $2.2M |
| Regis Management CO LLC | 0.63% | Reduce -6.3% | 23,097 | $2.1M |
| EWG Elevate Inc. | 0.76% | Add +4.8% | 22,867 | $2.1M |
| Essex Financial Services, Inc. | 0.15% | Add +63.1% | 22,324 | $2.1M |
| Insight Wealth Partners, LLC | 1.32% | Reduce -1.8% | 22,400 | $2.0M |
| Security Financial Services, INC. | 0.43% | New | 21,715 | $2.0M |
| Kowal Investment Group, LLC | 0.38% | Reduce -2.6% | 20,897 | $1.9M |
| Farther Finance Advisors, LLC | 0.09% | Add +534.1% | 20,971 | $1.9M |
| USAdvisors Wealth Management, LLC | 0.64% | Add +1.8% | 19,907 | $1.8M |
| Ameritas Advisory Services, LLC | 0.07% | Add +194.1% | 19,834 | $1.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Add +45.1% | 19,569 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | — | 19,916 | $1.8M |
| Sumitomo Mitsui Financial Group, Inc. | 0.05% | Reduce -5.1% | 18,565 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +412.3% | 18,426 | $1.7M |
| University of Texas/Texas Am Investment Management Co. | 0.32% | Add +14.4% | 17,742 | $1.6M |
| Atria Investments, Inc | 0.02% | Reduce -29.4% | 17,282 | $1.6M |
| Global Retirement Partners, LLC | 0.05% | Add +110.3% | 17,098 | $1.6M |
| TD Waterhouse Canada Inc. | 0.01% | Add +18.4% | 17,270 | $1.6M |
| WealthShield Partners, LLC | 0.24% | Add +34.0% | 17,060 | $1.6M |
| Citigroup Inc. | 0.00% | Add +7.8% | 16,929 | $1.5M |
| Waterfront Wealth Inc. | 0.41% | Add +15.9% | 16,748 | $1.5M |
| Thrive Capital Management, LLC | 0.69% | Reduce -12.4% | 16,676 | $1.5M |
| Brasada Capital Management, LP | 0.26% | Add +0.8% | 16,030 | $1.5M |
| Dudley Capital Management, LLC | 0.82% | No change | 16,160 | $1.5M |
| L & S Advisors Inc | 0.19% | No change | 16,000 | $1.5M |
| Advisory Services Network, LLC | 0.03% | Add +1.2% | 15,956 | $1.5M |
| DAVENPORT & Co LLC | 0.01% | Add +19.8% | 15,126 | $1.4M |
| SignalPoint Asset Management, LLC | 0.36% | Add +75.5% | 14,925 | $1.4M |
| Avitas Wealth Management LLC | 0.20% | Add +5.2% | 14,917 | $1.4M |
| Rovin Capital /Ut/ | 0.56% | Reduce -1.1% | 14,740 | $1.3M |
| Krilogy Financial LLC | 0.10% | Reduce -6.8% | 14,444 | $1.3M |
| Asset Management Group, Inc. | 0.20% | Add +1.1% | 14,373 | $1.3M |
| &partners | 0.05% | New | 13,662 | $1.2M |
| 1620 Investment Advisors, Inc. | 0.95% | Add +24.0% | 13,272 | $1.2M |
| Westside Investment Management, Inc. | 0.28% | Reduce -2.9% | 13,251 | $1.2M |
| Flow Traders U.S. LLC | 0.06% | New | 13,077 | $1.2M |
| CFO4Life Group, LLC | 0.22% | Reduce -5.8% | 12,985 | $1.2M |
| Cyndeo Wealth Partners, LLC | 0.09% | New | 12,925 | $1.2M |
| Arrowroot Family Office, LLC | 0.75% | Reduce -10.4% | 12,908 | $1.2M |
| Ramiah Investment Group | 1.11% | Add +11.4% | 12,459 | $1.1M |
| Caldwell Sutter Capital, Inc. | 0.56% | Add +4.7% | 12,348 | $1.1M |
| LexAurum Advisors, LLC | 0.27% | New | 12,151 | $1.1M |
| Strata Wealth Advisors, LLC | 0.38% | No change | 12,050 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | New | 11,697 | $1.1M |
| Emergent Wealth Advisors, LLC | 0.83% | Add +35.9% | 11,398 | $1.0M |
| Fort Point Capital Partners LLC | 0.13% | Reduce -4.3% | 11,050 | $1.0M |
| Beacon Financial Advisory LLC | 0.37% | Add +18.7% | 10,913 | $994K |
| Stephens Inc. | 0.01% | Reduce -6.9% | 10,792 | $983K |
| Patten Group, Inc. | 0.23% | Add +6.0% | 10,644 | $969K |
| Cary Street Partners Asset Management LLC | 0.14% | Add +62.7% | 10,573 | $963K |
| HCR Wealth Advisors | 0.14% | No change | 10,520 | $958K |
| Independent Financial Group, LLC | 0.04% | Add +24.1% | 10,316 | $940K |
| AQR Capital Management | 0.00% | Add +5.1% | 10,144 | $924K |
| Procyon Advisors, LLC | 0.07% | Reduce -16.0% | 9,753 | $888K |
| Arbor Trust Wealth Advisors, LLC | 0.45% | Reduce -30.6% | 9,427 | $859K |
| Bright Futures Wealth Management, LLC. | 0.46% | Add +0.3% | 9,046 | $849K |
| Benedict Financial Advisors Inc. | 0.21% | Reduce -7.7% | 8,994 | $819K |
| Opal Wealth Advisors, LLC | 0.26% | Add +1.8% | 8,793 | $801K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -3.6% | 8,665 | $789K |
| Principal Securities, Inc. | 0.02% | Add +38.7% | 8,640 | $787K |
| Eq LLC | 0.46% | Add +1.0% | 8,416 | $767K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -12.9% | 8,229 | $749K |
| Landmark Wealth Management, Inc. | 0.40% | New | 7,950 | $724K |
| Mather Group, Llc. | 0.01% | Reduce -37.2% | 7,816 | $718K |
| Rehmann Capital Advisory Group | 0.05% | Reduce -3.0% | 7,775 | $708K |
| Wedbush Securities Inc. | 0.02% | Reduce -11.7% | 7,624 | $694K |
| Wolf Group Capital Advisors | 0.27% | Add +12.1% | 7,461 | $680K |
| Creative Financial Designs Inc. | 0.06% | Reduce -2.7% | 7,362 | $671K |
| Romano Brothers and Company | 0.09% | Add +58.0% | 7,260 | $661K |
| Addison Capital Co | 0.28% | Add +5.9% | 7,138 | $650K |
| Sage Rhino Capital LLC | 0.15% | Reduce -86.8% | 7,113 | $648K |
| PFG Advisors | 0.04% | Add +211.9% | 7,034 | $641K |
| Avondale Wealth Management | 0.43% | No change | 6,850 | $624K |
| Tranquilli Financial Advisor LLC | 0.41% | Add +3.9% | 6,790 | $611K |
| International Assets Investment Management, LLC | 0.06% | Add +6.2% | 6,627 | $604K |
| Peddock Capital Advisors, LLC | 0.16% | Add +0.5% | 6,621 | $603K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -12.9% | 6,569 | $598K |
| Advisor OS, LLC | 0.07% | Add +86.3% | 6,520 | $594K |
| Brown, Lisle/Cummings, Inc. | 0.19% | Add +0.0% | 6,410 | $584K |
| Twin Peaks Wealth Advisors, LLC | 0.28% | Reduce -9.1% | 6,193 | $564K |
| ORG Partners LLC | 0.07% | New | 6,252 | $564K |
| Moloney Securities Asset Management, LLC | 0.08% | Reduce -16.8% | 6,108 | $556K |
| Cerity Partners LLC | 0.00% | No change | 6,106 | $556K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +130.1% | 5,977 | $544K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -1.3% | 5,941 | $541K |
| Physician Wealth Advisors, Inc. | 0.10% | Reduce -33.9% | 5,679 | $524K |
| Mayfair Advisory Group, LLC | 0.35% | Reduce -5.0% | 5,667 | $522K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -58.6% | 5,652 | $515K |
| Hutchens & Kramer Investment Management Group, LLC | 0.28% | Add +7.7% | 5,620 | $506K |
| Focused Wealth Management, Inc | 0.07% | Reduce -27.6% | 5,510 | $502K |
| OneAscent Financial Services LLC | 0.07% | New | 5,504 | $501K |
| Apella Capital, LLC | 0.02% | Reduce -9.3% | 5,476 | $501K |
| Greytown Advisors Inc. | 0.29% | Add +21.2% | 5,489 | $500K |
| Clear Creek Financial Management, LLC | 0.06% | Add +66.8% | 5,356 | $488K |
| Macroview Investment Management LLC | 0.51% | Add +1.0% | 5,193 | $473K |
| Betterment LLC | 0.00% | Reduce -55.7% | 5,185 | $472K |
| Waypoint Wealth Partners Inc. | 0.14% | Add +4.4% | 5,180 | $472K |
| Valmark Advisers, Inc. | 0.01% | Add +68.2% | 5,170 | $471K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Reduce -2.1% | 5,136 | $468K |
| Summa Corp. | 0.22% | Reduce -23.1% | 5,000 | $455K |
| Mascoma Wealth Management LLC | 0.12% | Add +235.8% | 4,970 | $453K |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -9.1% | 4,939 | $450K |
| Savant Capital, LLC | 0.00% | Add +65.7% | 4,930 | $449K |
| Droms Strauss Advisors Inc. /Mo/ | 0.15% | Reduce -54.9% | 4,695 | $428K |
| Strategic Blueprint, LLC | 0.03% | Reduce -7.3% | 4,643 | $423K |
| Westmount Partners, LLC | 0.14% | Add +2.4% | 4,623 | $416K |
| Keystone Wealth Services, LLC | 0.13% | No change | 4,541 | $414K |
| Gallacher Capital Management LLC | 0.22% | Reduce -3.2% | 4,534 | $413K |
| SOL Capital Management CO | 0.05% | Add +18.6% | 4,489 | $409K |
| MBL Wealth, LLC | 0.05% | Reduce -4.9% | 4,449 | $405K |
| Ferguson Shapiro LLC | 0.16% | Reduce -96.3% | 4,379 | $399K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -7.8% | 4,378 | $399K |
| Legacy Edge Advisors, LLC | 0.07% | Reduce -65.5% | 4,364 | $397K |
| Investment Advisory Group, LLC | 0.15% | New | 4,268 | $389K |
| Leisure Capital Management | 0.18% | No change | 4,192 | $382K |
| Goodman Financial Corp | 0.08% | Reduce -30.7% | 4,185 | $381K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 4,125 | $376K |
| Valley Forge Investment Consultants Inc. Adv | 0.14% | Add +1.3% | 4,061 | $370K |
| Hengehold Capital Management LLC | 0.04% | No change | 3,877 | $353K |
| Blue Edge Capital, LLC | 0.06% | Reduce -0.2% | 3,823 | $348K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +24.4% | 3,805 | $347K |
| Colton Groome Financial Advisors, LLC | 0.14% | Reduce -45.8% | 3,803 | $346K |
| CIBC Asset Management Inc | 0.00% | No change | 3,755 | $342K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.10% | Reduce -92.4% | 3,751 | $342K |
| Axim Planning & Wealth | 0.41% | New | 3,725 | $339K |
| Kovack Advisors, Inc. | 0.04% | Reduce -63.6% | 3,705 | $337K |
| Fortis Capital Advisors, LLC | 0.12% | Reduce -1.9% | 3,662 | $334K |
| Belpointe Asset Management LLC | 0.02% | Reduce -1.9% | 3,662 | $334K |
| Burt Wealth Advisors | 0.09% | Reduce -45.0% | 3,591 | $327K |
| Silver Oak Securities, Incorporated | 0.05% | Add +11.2% | 3,554 | $324K |
| Glen Eagle Advisors, LLC | 0.06% | Reduce -10.2% | 3,542 | $323K |
| Keybank National Association | 0.00% | No change | 3,518 | $320K |
| United Advisor Group, LLC | 0.10% | Reduce -10.2% | 3,494 | $318K |
| Jones Financial Companies LLLP | 0.00% | New | 3,471 | $316K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -5.0% | 3,449 | $314K |
| Corient Private Wealth LP | 0.00% | Add +13.0% | 3,349 | $305K |
| Mechanics Bank Trust Department | 0.04% | Reduce -35.1% | 3,319 | $302K |
| Flynn Zito Capital Management, LLC | 0.15% | New | 3,228 | $294K |
| Maripau Wealth Management LLC | 0.20% | Add +3.6% | 3,182 | $290K |
| Old Port Advisors | 0.09% | Reduce -22.2% | 3,163 | $288K |
| Consolidated Portfolio Review Corp | 0.07% | Reduce -2.8% | 3,088 | $281K |
| Advus Financial Partners, LLC | 0.09% | Reduce -6.7% | 3,083 | $281K |
| Mainstay Capital Management LLC | 0.05% | Reduce -28.4% | 3,082 | $281K |
| Jane Street Group, LLC | 0.00% | New | 3,005 | $274K |
| IHT Wealth Management, LLC | 0.01% | New | 2,929 | $267K |
| Mgo One Seven LLC | 0.01% | Reduce -29.8% | 2,910 | $265K |
| Insigneo Advisory Services, LLC | 0.03% | New | 2,800 | $262K |
| PFG Investments, LLC | 0.02% | Reduce -52.2% | 2,875 | $262K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 2,818 | $257K |
| Sunbelt Securities, Inc. | 0.03% | No change | 2,805 | $255K |
| Artemis Wealth Advisors, LLC | 0.04% | Add +1.3% | 2,805 | $255K |
| Stonebridge Financial Planning Group, LLC | 0.13% | New | 2,741 | $250K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 2,732 | $249K |
| Tobias Financial Advisors, Inc. | 0.05% | Add +0.4% | 2,711 | $247K |
| Northwest Capital Management Inc | 0.09% | Reduce -16.5% | 2,705 | $246K |
| 9258 Wealth Management, LLC | 0.04% | No change | 2,666 | $243K |
| Schmidt P J Investment Management Inc. | 0.04% | New | 2,590 | $236K |
| Round Rock Advisors LLC | 0.06% | Add +13.0% | 2,512 | $229K |
| WealthPlan Investment Management, LLC | 0.03% | Add +0.9% | 2,470 | $225K |
| Lantern Wealth Advisors, LLC | 0.16% | Reduce -30.5% | 2,465 | $225K |
| Kaydan Wealth Management, Inc. | 0.08% | Add +10.8% | 2,448 | $223K |
| Landmark Wealth Management, LLC | 0.17% | Reduce -96.2% | 2,405 | $219K |
| Wagner Wealth Management, LLC | 0.07% | New | 2,403 | $219K |
| Legacy Capital Wealth Partners, LLC | 0.06% | New | 2,403 | $219K |
| Evergreen Capital Management LLC | 0.01% | Reduce -46.1% | 2,369 | $216K |
| Wall Street Financial Group, Inc. | 0.36% | — | 2,345 | $214K |
| First Heartland Consultants, Inc. | 0.02% | No change | 2,328 | $212K |
| Farrell Financial LLC | 0.16% | Add +1.2% | 2,313 | $211K |
| ACT Advisors, LLC. | 0.11% | Add +1.1% | 2,312 | $211K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +0.0% | 2,309 | $210K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 2,300 | $209K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +163.8% | 2,221 | $206K |
| Hunter Associates Investment Management LLC | 0.03% | No change | 2,250 | $206K |
| Private Trust Co. NA | 0.02% | Reduce -31.0% | 1,973 | $180K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -3.2% | 1,883 | $172K |
| Capital Analysts, LLC | 0.01% | Add +38.3% | 1,851 | $168K |
| Financial Gravity Asset Management, Inc. | 0.04% | Reduce -48.2% | 1,810 | $165K |
| US Bancorp \de | 0.00% | Add +50.6% | 1,735 | $158K |
| Elevation Wealth Partners, LLC | 0.07% | Reduce -4.7% | 1,711 | $156K |
| Continuum Advisory, LLC | 0.02% | Add +11.5% | 1,594 | $145K |
| Larson Financial Group LLC | 0.01% | Add +47.6% | 1,579 | $144K |
| Cedar Mountain Advisors, LLC | 0.04% | Add +1.3% | 1,562 | $142K |
| Cornerstone Planning Group LLC | 0.04% | Reduce -16.5% | 1,389 | $130K |
| Avior Wealth Management, LLC | 0.00% | Add +0.9% | 1,182 | $108K |
| EdgeRock Capital LLC | 0.08% | New | 1,143 | $104K |
| Capital Advisors, Ltd. LLC | 0.01% | New | 1,100 | $100K |
| Blair William & Co. | 0.00% | No change | 1,074 | $98K |
| Bfsg, LLC | 0.01% | No change | 1,036 | $94K |
| Spotlight Asset Group, Inc. | 0.06% | Reduce -28.3% | 926 | $84K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 843 | $77K |
| Ogorek Anthony Joseph /NY/ | 0.03% | No change | 839 | $76K |
| Trust Co. of Vermont | 0.00% | New | 775 | $71K |
| Avion Wealth | 0.02% | Add +28.1% | 753 | $68K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -37.2% | 730 | $66K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | No change | 536 | $49K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 530 | $48K |
| Parkside Financial Bank & Trust | 0.01% | No change | 500 | $46K |
| Franklin Resources Inc. | 0.00% | No change | 496 | $45K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.4% | 483 | $44K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | Add +33.3% | 440 | $40K |
| LGT Financial Advisors LLC | 0.08% | Reduce -77.7% | 411 | $37K |
| Tompkins Financial Corp. | 0.00% | No change | 407 | $37K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +0.2% | 415 | $37K |
| Allianz Asset Management GmbH | 0.00% | No change | 342 | $31K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 325 | $30K |
| Coppell Advisory Solutions LLC | 0.00% | — | 322 | $29K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 295 | $27K |
| Key Financial Inc | 0.01% | No change | 285 | $26K |
| CoreCap Advisors, LLC | 0.00% | Add +264.9% | 281 | $26K |
| Bogart Wealth, LLC | 0.00% | No change | 276 | $25K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -90.8% | 254 | $23K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 226 | $21K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 225 | $20K |
| Hobbs Group Advisors, LLC | 0.01% | — | 220 | $20K |
| Register Financial Advisors LLC | 0.01% | Add +1.5% | 209 | $19K |
| Balefire, LLC | 0.01% | No change | 206 | $19K |
| JFS Wealth Advisors, LLC | 0.00% | New | 194 | $18K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | No change | 178 | $16K |
| Clear Point Advisors Inc. | 0.01% | Add +1.2% | 174 | $16K |
| Sound Income Strategies, LLC | 0.00% | Add +282.2% | 172 | $16K |
| Tucker Asset Management LLC | 0.00% | No change | 153 | $14K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -0.7% | 151 | $14K |
| 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 |
| Simplex Trading, LLC | 0.00% | New | 81 | $7K |
| Gradient Investments LLC | 0.00% | Add +1.5% | 66 | $6K |
| McIlrath & Eck, LLC | 0.00% | No change | 45 | $4K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -74.6% | 43 | $4K |
| Spire Wealth Management | 0.00% | No change | 21 | $2K |
| Tyler-Stone Wealth Management | 0.00% | No change | 20 | $2K |
| SYM FINANCIAL Corp | 0.00% | No change | 19 | $2K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -15.4% | 11 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 10 | $911 |
| Versant Capital Management, Inc | 0.00% | No change | 8 | $729 |
| PSI Advisors, LLC | 0.00% | No change | 8 | $729 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 7 | $670 |
| Assetmark, Inc. | 0.00% | Add +300.0% | 4 | $364 |
| FMR LLC | 0.00% | Reduce -80.0% | 1 | $91 |
"% 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.