PIMCO Active Bond Exchange-TBONDETF
13F holders, Q3 2024 (September 30)416holders +21
44new positions
19sold out
3famous investors
$94.51avg. 13F price*
At the end of Q3 2024, 416 institutions reported holding PIMCO Active Bond Exchange-T (BOND) in their 13F filings, up 21 from Q2 2024. 44 opened new positions and 19 sold out. The largest holders were Cwm, LLC ($341.8M), Morgan Stanley ($265.3M) and Tectonic Advisors LLC ($173.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- PIMCO Active Bond Exchange-T
- Filed as
- PIMCO ETF TR (Q3 2024)
- CUSIP
- 72201R775
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $50.3M |
| Exits | 19 | $17.8M |
All 13F filers, Q2 2024 → Q3 2024: 4,734,245 shares bought and 861,503 shares sold, net +3,872,742 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 416 holders
| Cwm, LLC | 1.47% | Add +16.3% | 3,612,414 | $341.8M |
| Morgan Stanley | 0.02% | Reduce -2.9% | 2,804,126 | $265.3M |
| Tectonic Advisors LLC | 11.36% | Add +1.2% | 1,828,250 | $173.0M |
| Envestnet Asset Management Inc. | 0.05% | Add +8.1% | 1,565,093 | $148.1M |
| Wells Fargo & Company | 0.03% | Add +25.9% | 1,515,901 | $143.4M |
| LPL Financial LLC | 0.05% | Add +40.7% | 1,273,677 | $120.5M |
| Osaic Holdings, Inc. | 0.23% | Add +3.1% | 1,057,498 | $100.1M |
| OneDigital Investment Advisors LLC | 1.11% | Add +22.4% | 1,024,870 | $97.0M |
| Bank of America Corp. | 0.01% | Add +18.3% | 992,208 | $93.9M |
| UBS Group AG | 0.02% | Add +8.2% | 871,231 | $82.4M |
| Royal Bank of Canada | 0.01% | Add +0.7% | 574,304 | $54.3M |
| Sand Hill Global Advisors, LLC | 2.13% | Add +2.0% | 533,681 | $50.5M |
| JPMorgan Chase & Co. | 0.00% | Add +19.5% | 533,646 | $50.5M |
| Commonwealth Equity Services, LLC | 0.08% | Add +48.5% | 530,362 | $50.2M |
| NewEdge Advisors, LLC | 0.28% | Add +3.4% | 462,197 | $43.7M |
| Cetera Investment Advisers | 0.08% | Add +1.6% | 404,073 | $38.2M |
| RFG Advisory, LLC | 1.13% | Add +9.5% | 390,804 | $37.0M |
| Scotia Capital Inc. | 0.20% | Add +1.1% | 390,801 | $37.0M |
| Prudent Investors Network, Inc. | 11.22% | Add +72.6% | 386,325 | $36.6M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +6.0% | 382,370 | $36.2M |
| AE Wealth Management LLC | 0.33% | Add +299.7% | 380,707 | $36.0M |
| Raymond James & Associates | 0.02% | Reduce -5.9% | 359,191 | $34.0M |
| Sanctuary Advisors, LLC | 0.20% | Add +1646.8% | 347,900 | $31.8M |
| CreativeOne Wealth, LLC | 1.06% | Add +85.1% | 330,565 | $31.3M |
| Concurrent Investment Advisors, LLC | 0.92% | Add +5.9% | 328,192 | $31.1M |
| Thrivent Financial for Lutherans | 0.06% | Add +24.4% | 327,244 | $31.0M |
| Hudson Capital Management LLC | 9.52% | Add +1.0% | 304,114 | $28.8M |
| Koss-Olinger Consulting, LLC | 2.12% | Reduce -1.8% | 257,889 | $24.4M |
| Southland Equity Partners LLC | 5.93% | Add +3.7% | 257,484 | $24.4M |
| Stifel Financial Corp. | 0.03% | Add +7.1% | 254,670 | $24.1M |
| Vickerman Investment Advisors, Inc. | 6.80% | Add +12.4% | 244,554 | $23.1M |
| Horizon Investments, LLC | 0.60% | Add +14.6% | 242,599 | $22.8M |
| Kelman-Lazarov, Inc. | 3.75% | Add +2.2% | 230,649 | $21.8M |
| Goldstein Advisors, LLC | 3.24% | Add +4.8% | 225,362 | $21.3M |
| Flaharty Asset Management, LLC | 2.93% | Add +2.6% | 220,467 | $20.9M |
| Legacy Private Trust Co. | 1.35% | Add +6.2% | 212,636 | $20.1M |
| Alpha Cubed Investments, LLC | 0.89% | Reduce -2.6% | 210,615 | $19.9M |
| Your Advocates Ltd., LLP | 7.45% | Reduce 0.0% | 200,427 | $19.0M |
| Avantax Advisory Services, Inc. | 0.12% | Add +15.7% | 199,526 | $18.9M |
| Freedom Investment Management, Inc. | 1.48% | Add +0.5% | 196,868 | $18.6M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -12.1% | 194,586 | $18.4M |
| FSM Wealth Advisors, LLC | 4.87% | Add +15.9% | 193,882 | $18.3M |
| Stratos Wealth Partners, LTD. | 0.26% | Reduce -0.2% | 185,642 | $17.6M |
| Kestra Advisory Services, LLC | 0.09% | Add +23.4% | 181,814 | $17.2M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +7.2% | 174,881 | $16.5M |
| John W. Brooker & Co., CPAs | 7.44% | Reduce -2.6% | 171,394 | $16.2M |
| MML Investors Services, LLC | 0.05% | Add +12.6% | 154,443 | $14.6M |
| GeoWealth Management, LLC | 0.50% | Add +4.2% | 150,105 | $14.2M |
| PAX Financial Group, LLC | 2.53% | Add +26.1% | 149,146 | $14.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.2% | 149,111 | $14.1M |
| FinTrust Capital Advisors, LLC | 2.31% | Add +5.8% | 143,893 | $13.6M |
| PNC Financial Services Group, Inc. | 0.01% | Add +5.7% | 141,578 | $13.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -1.2% | 140,426 | $13.3M |
| B. Riley Wealth Advisors, Inc. | 0.35% | Reduce -12.3% | 134,938 | $12.7M |
| Vicus Capital | 1.10% | Add +18.0% | 131,926 | $12.5M |
| Truist Financial Corp. | 0.02% | Add +0.5% | 131,898 | $12.5M |
| Kwmg, LLC | 1.25% | Add +3.3% | 130,851 | $12.4M |
| Acima Private Wealth, LLC | 4.15% | Add +3.3% | 130,845 | $12.4M |
| Sheridan Capital Management, LLC | 8.67% | Add +0.1% | 129,691 | $12.3M |
| Captrust Financial Advisors | 0.04% | Reduce -0.3% | 129,600 | $12.3M |
| Bouvel Investment Partners, LLC | 4.40% | Add +1.6% | 123,759 | $11.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +6.5% | 121,971 | $11.5M |
| Steph & Co. | 3.65% | Add +7.4% | 121,256 | $11.5M |
| One Capital Management, LLC | 0.37% | New | 120,978 | $11.4M |
| Bleakley Financial Group, LLC | 0.34% | Reduce -6.4% | 119,078 | $11.3M |
| Cornerstone Advisory, LLC | 1.45% | Add +1.6% | 116,850 | $11.1M |
| Smart Portfolios, LLC | 11.20% | Reduce -11.4% | 116,084 | $11.0M |
| Sowell Financial Services LLC | 0.51% | Reduce -5.5% | 115,472 | $10.9M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +7.0% | 114,786 | $10.9M |
| Founders Financial Securities LLC | 1.00% | Add +34.3% | 114,043 | $10.8M |
| M Holdings Securities, Inc. | 2.69% | Add +10.2% | 112,910 | $10.7M |
| TD Capital Management LLC | 1.05% | Add +0.6% | 111,163 | $10.5M |
| Private Advisor Group, LLC | 0.06% | Add +49.3% | 107,844 | $10.2M |
| Milestone Asset Management, LLC | 2.27% | Add +17.9% | 106,516 | $10.1M |
| Cornerstone Wealth Management, LLC | 0.71% | Add +10.3% | 106,362 | $10.1M |
| IFG Advisory, LLC | 0.62% | Add +8.9% | 103,448 | $9.8M |
| HighTower Advisors, LLC | 0.01% | Add +153.3% | 103,048 | $9.8M |
| Valley National Advisers Inc. | 1.74% | Reduce -36.4% | 102,061 | $9.7M |
| GM Advisory Group, LLC | 0.57% | Reduce -4.9% | 99,904 | $9.5M |
| Dunhill Financial, LLC | 4.82% | Reduce -1.1% | 99,179 | $9.4M |
| Ocean Park Asset Management, LLC | 0.40% | No change | 95,700 | $9.1M |
| Treasure Coast Financial Planning | 5.51% | Add +6.2% | 94,305 | $8.9M |
| Destination Wealth Management | 0.27% | Add +2.2% | 92,868 | $8.8M |
| Darwin Wealth Management, LLC | 2.35% | New | 90,688 | $8.6M |
| Clearstead Advisors, LLC | 0.13% | Add +5.5% | 90,144 | $8.5M |
| Harbour Investments, Inc. | 0.25% | Add +43.2% | 89,464 | $8.5M |
| Allworth Financial LP | 0.05% | Add +2.8% | 87,347 | $8.3M |
| Visionary Wealth Advisors | 0.47% | Add +0.4% | 81,199 | $7.7M |
| Integrated Wealth Concepts LLC | 0.09% | Add +4.6% | 80,094 | $7.6M |
| Intelligence Driven Advisers, LLC | 1.08% | Reduce -1.9% | 79,773 | $7.5M |
| Denver PWM, LLC | 2.85% | Reduce -2.1% | 79,357 | $7.5M |
| Halbert Hargrove Global Advisors, LLC | 0.40% | Reduce -1.2% | 76,192 | $7.2M |
| Ascentis Independent Advisors | 1.12% | Add +93.5% | 75,664 | $7.2M |
| AdvisorNet Financial, Inc | 0.53% | Add +41.3% | 75,213 | $7.1M |
| Gould Asset Management LLC | 1.51% | Add +13.4% | 74,575 | $7.1M |
| Roger Wittlin Investment Advisory, LLC | 4.03% | Add +12.7% | 73,965 | $7.0M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +0.9% | 73,612 | $7.0M |
| Orion Portfolio Solutions, LLC | 0.07% | Add +0.9% | 73,612 | $7.0M |
| Csenge Advisory Group | 0.36% | Reduce -6.3% | 73,837 | $6.9M |
| Brookstone Capital Management | 0.10% | Add +175.1% | 71,286 | $6.7M |
"% 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.