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 |
| MorganRosel Wealth Management, LLC | 2.12% | Add +3.9% | 67,988 | $6.4M |
| Pacifica Partners Inc. | 2.56% | Add +3.7% | 65,418 | $6.2M |
| WealthShield Partners, LLC | 0.83% | Add +281.6% | 65,103 | $6.2M |
| Waverly Advisors, LLC | 0.11% | Add +6.8% | 65,006 | $6.2M |
| Moneta Group Investment Advisors LLC | 0.09% | Add +17.5% | 62,317 | $5.9M |
| Syverson Strege & Co | 1.97% | Reduce -0.9% | 62,281 | $5.9M |
| Nations Financial Group Inc, /Ia/ | 0.42% | Add +9.0% | 61,722 | $5.8M |
| Merriman Wealth Management, LLC | 0.23% | Reduce -6.9% | 60,465 | $5.7M |
| Elevated Capital Advisors, LLC | 1.47% | New | 58,465 | $5.5M |
| Mariner, LLC | 0.01% | Add +137.3% | 56,980 | $5.4M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +3.0% | 56,457 | $5.3M |
| Hamilton Wealth, LLC | 1.28% | Add +15.3% | 55,186 | $5.2M |
| Bailard, Inc. | 0.13% | No change | 54,597 | $5.2M |
| Retirement Planning Group, LLC | 0.27% | Reduce -10.8% | 53,176 | $5.0M |
| Bank of Montreal | 0.00% | Add +5.5% | 52,216 | $5.0M |
| CarsonAllaria Wealth Management, Ltd. | 2.83% | Add +4.3% | 52,166 | $4.9M |
| First National Corp. /Ma/ | 1.08% | Add +3.1% | 51,492 | $4.9M |
| Total Investment Management Inc. | 0.52% | Add +1.7% | 49,408 | $4.7M |
| Connecticut Wealth Management, LLC | 0.21% | Add +1.9% | 46,821 | $4.4M |
| Baird Financial Group, Inc. | 0.01% | Add +1.1% | 46,373 | $4.4M |
| D.A. Davidson & Co. | 0.04% | Reduce -0.8% | 46,038 | $4.4M |
| Aviance Capital Partners, LLC | 0.57% | Reduce -5.1% | 45,746 | $4.3M |
| Del-Sette Capital Management, LLC | 3.28% | Reduce -0.9% | 44,349 | $4.2M |
| Essential Planning, LLC. | 1.69% | Add +8.9% | 43,663 | $4.1M |
| Capital Planning Advisors, LLC | 0.61% | Add +7.3% | 42,802 | $4.0M |
| Advisory Services & Investments, LLC | 2.75% | Add +3.1% | 42,647 | $4.0M |
| Cibc World Market Inc. | 0.01% | Reduce -4.3% | 41,465 | $3.9M |
| First Hawaiian Bank | 0.12% | No change | 39,399 | $3.7M |
| Goodman Advisory Group, LLC | 1.06% | New | 39,243 | $3.7M |
| Jmac Enterprises LLC | 0.59% | Add +13.3% | 38,892 | $3.7M |
| Linscomb Wealth, Inc. | 0.18% | Add +16.1% | 38,048 | $3.6M |
| Traction Financial Partners, LLC | 2.78% | Add +1.7% | 37,432 | $3.5M |
| Strategic Advisors LLC | 0.66% | Reduce -9.0% | 37,373 | $3.5M |
| Geneos Wealth Management Inc. | 0.13% | Reduce -2.0% | 36,903 | $3.5M |
| Farther Finance Advisors, LLC | 0.12% | Add +62.0% | 33,973 | $3.2M |
| D'Orazio & Associates, Inc. | 0.45% | Reduce -9.8% | 33,788 | $3.2M |
| Global Retirement Partners, LLC | 0.09% | Add +87.2% | 32,006 | $3.0M |
| BCS Wealth Management | 1.28% | Add +5.0% | 31,763 | $3.0M |
| Affiance Financial, LLC | 0.72% | Add +11.9% | 31,277 | $3.0M |
| Lunt Capital Management, Inc. | 1.37% | Add +4.0% | 30,985 | $2.9M |
| Security Financial Services, INC. | 0.58% | Add +38.1% | 29,999 | $2.8M |
| Comerica Bank | 0.01% | Add +11.9% | 29,733 | $2.8M |
| Koshinski Asset Management, Inc. | 0.24% | Add +4.3% | 29,448 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +22.8% | 29,295 | $2.8M |
| Retireful, LLC | 2.04% | New | 29,133 | $2.8M |
| Cooper Financial Group | 0.35% | Add +6.2% | 28,696 | $2.7M |
| Essex Financial Services, Inc. | 0.19% | Add +26.5% | 28,240 | $2.6M |
| Menard Financial Group LLC | 1.69% | Reduce -2.2% | 27,064 | $2.6M |
| Wealthspire Retirement, LLC | 0.21% | Add +12.4% | 26,950 | $2.5M |
| Hollencrest Capital Management | 0.10% | Reduce -2.6% | 26,803 | $2.5M |
| Family Firm, Inc. | 0.54% | Add +3.4% | 26,262 | $2.5M |
| EP Wealth Advisors, LLC | 0.02% | Add +5.5% | 25,857 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +2.6% | 25,307 | $2.4M |
| Jane Street Group, LLC | 0.00% | Add +726.8% | 24,846 | $2.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.05% | Add +23.9% | 24,239 | $2.3M |
| Insight Wealth Partners, LLC | 1.37% | Add +6.2% | 23,791 | $2.3M |
| Equitable Holdings, Inc. | 0.02% | Reduce -3.2% | 23,485 | $2.2M |
| Constant Guidance Financial LLC | 1.85% | New | 23,080 | $2.2M |
| EWG Elevate Inc. | 0.85% | Reduce -1.9% | 22,445 | $2.1M |
| Beacon Financial Planning, Inc. | 1.31% | Reduce -6.3% | 22,389 | $2.1M |
| SignalPoint Asset Management, LLC | 0.49% | Add +48.0% | 22,090 | $2.1M |
| Fragasso Financial Advisors Inc | 0.16% | Reduce -19.9% | 21,802 | $2.1M |
| Parallel Advisors, LLC | 0.05% | Reduce -16.9% | 21,796 | $2.1M |
| USAdvisors Wealth Management, LLC | 0.72% | Add +8.5% | 21,596 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -53.9% | 21,442 | $2.0M |
| Kowal Investment Group, LLC | 0.37% | Add +0.8% | 21,070 | $2.0M |
| Atria Investments, Inc | 0.02% | Add +21.8% | 21,051 | $2.0M |
| National Bank of Canada | 0.00% | Reduce -13.4% | 20,695 | $2.0M |
| Dynasty Wealth Management, LLC | 0.06% | Add +714.0% | 40,204 | $1.9M |
| DAVENPORT & Co LLC | 0.01% | Add +24.4% | 18,821 | $1.8M |
| Emergent Wealth Advisors, LLC | 1.29% | Add +62.0% | 18,463 | $1.8M |
| Sumitomo Mitsui Financial Group, Inc. | 0.04% | Reduce -0.5% | 18,470 | $1.7M |
| Creative Planning | 0.00% | Reduce -34.1% | 18,056 | $1.7M |
| Renaissance Technologies | 0.00% | New | 18,000 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -2.6% | 17,937 | $1.7M |
| University of Texas/Texas Am Investment Management Co. | 0.27% | No change | 17,742 | $1.7M |
| Citigroup Inc. | 0.00% | Add +3.9% | 17,592 | $1.7M |
| Cardinal Point Capital Management ULC | 0.26% | Reduce -89.9% | 16,745 | $1.6M |
| L & S Advisors Inc | 0.18% | Add +1.9% | 16,296 | $1.5M |
| Dudley Capital Management, LLC | 0.79% | Reduce -1.9% | 15,860 | $1.5M |
| Thrive Capital Management, LLC | 0.70% | Reduce -5.5% | 15,766 | $1.5M |
| Advisory Services Network, LLC | 0.03% | No change | 15,956 | $1.5M |
| &partners | 0.03% | Add +8.1% | 14,774 | $1.4M |
| Westside Investment Management, Inc. | 0.29% | Add +10.8% | 14,681 | $1.4M |
| Asset Management Group, Inc. | 0.19% | Add +1.1% | 14,537 | $1.4M |
| Cary Street Partners Asset Management LLC | 0.18% | Add +36.2% | 14,396 | $1.4M |
| Williams & Novak, LLC | 1.26% | Reduce -61.6% | 14,268 | $1.3M |
| Rovin Capital /Ut/ | 0.49% | Reduce -4.4% | 14,097 | $1.3M |
| Brasada Capital Management, LP | 0.23% | Reduce -12.4% | 14,034 | $1.3M |
| Hutchens & Kramer Investment Management Group, LLC | 0.73% | Add +147.5% | 13,907 | $1.3M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -19.8% | 13,857 | $1.3M |
| Patten Group, Inc. | 0.28% | Add +23.1% | 13,108 | $1.2M |
| Cary Street Partners Investment Advisory LLC | 0.04% | Add +116.9% | 12,962 | $1.2M |
| CFO4Life Group, LLC | 0.22% | Reduce -0.7% | 12,893 | $1.2M |
| Arrowroot Family Office, LLC | 0.71% | Reduce -0.4% | 12,860 | $1.2M |
| Aristides Capital LLC | 0.50% | New | 12,787 | $1.2M |
| Krilogy Financial LLC | 0.08% | Reduce -11.7% | 12,748 | $1.2M |
| Ramiah Investment Group | 1.13% | Add +2.0% | 12,712 | $1.2M |
| Caldwell Sutter Capital, Inc. | 0.56% | Add +2.6% | 12,674 | $1.2M |
| Cerity Partners LLC | 0.00% | Add +107.3% | 12,661 | $1.2M |
| Avitas Wealth Management LLC | 0.17% | Reduce -16.3% | 12,486 | $1.2M |
| Cyndeo Wealth Partners, LLC | 0.08% | Reduce -3.5% | 12,471 | $1.2M |
| Waterfront Wealth Inc. | 0.29% | Reduce -23.7% | 12,781 | $1.2M |
| Strata Wealth Advisors, LLC | 0.37% | No change | 12,050 | $1.1M |
| Watts Gwilliam & Co., LLC | 0.24% | — | 11,825 | $1.1M |
| Beacon Financial Advisory LLC | 0.37% | Add +5.1% | 11,471 | $1.1M |
| Independent Financial Group, LLC | 0.04% | Add +9.6% | 11,310 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Add +29.0% | 11,181 | $1.1M |
| Benedict Financial Advisors Inc. | 0.25% | Add +24.2% | 11,168 | $1.1M |
| 1620 Investment Advisors, Inc. | 0.77% | Reduce -16.4% | 11,098 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +203.1% | 10,521 | $998K |
| HCR Wealth Advisors | 0.13% | No change | 10,520 | $995K |
| Northwest Financial Advisors | 0.77% | New | 10,284 | $973K |
| Fort Point Capital Partners LLC | 0.12% | Reduce -7.2% | 10,250 | $970K |
| Stephens Inc. | 0.01% | Reduce -6.0% | 10,147 | $960K |
| Silver Oak Securities, Incorporated | 0.10% | Add +177.7% | 9,869 | $936K |
| Wealth Advisors of Iowa, LLC | 0.47% | New | 9,837 | $931K |
| Eclectic Associates Inc. | 0.37% | New | 9,821 | $929K |
| PFG Advisors | 0.06% | Add +37.0% | 9,635 | $912K |
| Procyon Advisors, LLC | 0.06% | Reduce -2.1% | 9,547 | $903K |
| First Foundation Advisors | 0.03% | New | 9,287 | $879K |
| Wilmington Savings Fund Society, FSB | 0.02% | New | 9,145 | $865K |
| Eq LLC | 0.43% | Add +7.9% | 9,081 | $859K |
| Arbor Trust Wealth Advisors, LLC | 0.45% | No change | 9,427 | $859K |
| Principal Securities, Inc. | 0.02% | Add +1.3% | 8,754 | $828K |
| Opal Wealth Advisors, LLC | 0.25% | Reduce -3.8% | 8,456 | $800K |
| Bright Futures Wealth Management, LLC. | 0.38% | Reduce -4.5% | 8,638 | $794K |
| Romano Brothers and Company | 0.10% | Add +14.5% | 8,310 | $786K |
| Continuum Advisory, LLC | 0.10% | Add +434.0% | 8,512 | $776K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.0% | 8,148 | $771K |
| Wedbush Securities Inc. | 0.03% | Add +1.1% | 7,704 | $729K |
| AQR Capital Management | 0.00% | Reduce -25.2% | 7,586 | $718K |
| Rehmann Capital Advisory Group | 0.05% | Reduce -5.0% | 7,389 | $699K |
| Maia Wealth LLC | 0.17% | New | 7,555 | $697K |
| Ameriprise Financial Inc. | 0.00% | Reduce -41.9% | 6,801 | $692K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -63.2% | 7,292 | $690K |
| Creative Financial Designs Inc. | 0.06% | Reduce -1.9% | 7,219 | $683K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +26.9% | 7,173 | $679K |
| Advisor OS, LLC | 0.06% | Add +4.1% | 6,788 | $642K |
| Tranquilli Financial Advisor LLC | 0.40% | Reduce -0.8% | 6,739 | $638K |
| Moloney Securities Asset Management, LLC | 0.09% | Add +10.3% | 6,737 | $637K |
| Sage Rhino Capital LLC | 0.14% | Reduce -6.2% | 6,675 | $632K |
| ORG Partners LLC | 0.10% | Add +3.9% | 6,493 | $615K |
| Wolf Group Capital Advisors | 0.29% | Reduce -10.8% | 6,654 | $610K |
| Addison Capital Co | 0.25% | Reduce -9.9% | 6,430 | $608K |
| Peddock Capital Advisors, LLC | 0.15% | Reduce -3.7% | 6,377 | $603K |
| Landmark Wealth Management, Inc. | 0.30% | Reduce -20.4% | 6,332 | $599K |
| Summit Investment Advisory Services, LLC | 0.30% | New | 5,961 | $564K |
| Valmark Advisers, Inc. | 0.01% | Add +13.6% | 5,873 | $556K |
| IHT Wealth Management, LLC | 0.02% | Add +100.2% | 5,863 | $554K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -0.1% | 5,936 | $549K |
| Mayfair Advisory Group, LLC | 0.34% | Add +2.8% | 5,827 | $544K |
| Sigma Planning Corp | 0.02% | New | 5,718 | $541K |
| Twin Peaks Wealth Advisors, LLC | 0.25% | Reduce -8.1% | 5,689 | $538K |
| Physician Wealth Advisors, Inc. | 0.10% | No change | 5,679 | $530K |
| Focused Wealth Management, Inc | 0.07% | Add +0.5% | 5,538 | $524K |
| PFG Investments, LLC | 0.03% | Add +91.9% | 5,517 | $522K |
| BTG Pactual Asset Management US LLC | 0.08% | New | 5,489 | $519K |
| Wall Street Financial Group, Inc. | 0.54% | Add +131.0% | 5,416 | $512K |
| Macroview Investment Management LLC | 0.50% | Add +3.9% | 5,394 | $510K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Add +4.8% | 5,381 | $509K |
| Clear Creek Financial Management, LLC | 0.06% | No change | 5,356 | $507K |
| Investment Advisory Group, LLC | 0.17% | Add +24.4% | 5,308 | $502K |
| Waypoint Wealth Partners Inc. | 0.13% | Add +2.5% | 5,308 | $502K |
| SOL Capital Management CO | 0.06% | Add +17.6% | 5,277 | $499K |
| Arkadios Wealth Advisors | 0.03% | New | 5,222 | $494K |
| Droms Strauss Advisors Inc. /Mo/ | 0.17% | Add +11.2% | 5,220 | $494K |
| Betterment LLC | 0.00% | Reduce -0.4% | 5,165 | $489K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +33.1% | 5,063 | $480K |
| Summa Corp. | 0.23% | No change | 5,000 | $473K |
| Mather Group, Llc. | 0.01% | Reduce -37.1% | 4,914 | $465K |
| Savant Capital, LLC | 0.00% | Reduce -2.1% | 4,826 | $457K |
| Next Capital Management LLC | 0.19% | New | 4,817 | $456K |
| International Assets Investment Management, LLC | 0.04% | Reduce -28.0% | 4,773 | $452K |
| Brown, Lisle/Cummings, Inc. | 0.14% | Reduce -25.6% | 4,771 | $451K |
| Lionsbridge Wealth Management LLC | 0.35% | New | 4,729 | $447K |
| OneAscent Wealth Management LLC | 0.17% | New | 4,706 | $445K |
| Westmount Partners, LLC | 0.13% | Add +0.5% | 4,645 | $439K |
| Strategic Blueprint, LLC | 0.03% | No change | 4,643 | $439K |
| Gallacher Capital Management LLC | 0.20% | Add +2.1% | 4,629 | $438K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -89.0% | 4,552 | $431K |
| Keystone Wealth Services, LLC | 0.12% | No change | 4,541 | $430K |
| MBL Wealth, LLC | 0.05% | Add +0.3% | 4,460 | $422K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +1.2% | 4,430 | $419K |
| Apella Capital, LLC | 0.02% | Reduce -19.2% | 4,424 | $418K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +27.2% | 4,386 | $415K |
| Kovack Advisors, Inc. | 0.04% | Add +17.9% | 4,370 | $413K |
| Leisure Capital Management | 0.18% | Add +3.6% | 4,342 | $411K |
| Pinnacle Financial Group, LLC / IL | 0.16% | New | 4,257 | $403K |
| Goodman Financial Corp | 0.09% | No change | 4,185 | $396K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 4,125 | $390K |
| Legacy Edge Advisors, LLC | 0.06% | Reduce -6.2% | 4,094 | $387K |
| Rothschild Investment LLC | 0.03% | New | 4,050 | $383K |
| Flynn Zito Capital Management, LLC | 0.19% | Add +25.3% | 4,044 | $383K |
| Glen Eagle Advisors, LLC | 0.06% | Add +13.4% | 4,017 | $380K |
| Citadel Advisors | 0.00% | New | 3,978 | $376K |
| LexAurum Advisors, LLC | 0.08% | Reduce -67.5% | 3,950 | $374K |
| Hengehold Capital Management LLC | 0.03% | No change | 3,877 | $367K |
| Avondale Wealth Management | 0.24% | Reduce -43.8% | 3,850 | $364K |
| CIBC Asset Management Inc | 0.00% | No change | 3,755 | $355K |
| Axim Planning & Wealth | 0.40% | No change | 3,725 | $352K |
| United Advisor Group, LLC | 0.08% | Add +6.2% | 3,711 | $351K |
| Kaydan Wealth Management, Inc. | 0.10% | Add +49.9% | 3,670 | $347K |
| Fortis Capital Advisors, LLC | 0.11% | Reduce -1.6% | 3,604 | $341K |
| Belpointe Asset Management LLC | 0.02% | Reduce -1.6% | 3,604 | $341K |
| Burt Wealth Advisors | 0.08% | No change | 3,591 | $340K |
| Duncan Williams Asset Management, LLC | 0.18% | New | 3,532 | $334K |
| Keybank National Association | 0.00% | No change | 3,518 | $333K |
| WealthPlan Investment Management, LLC | 0.03% | Add +40.5% | 3,470 | $328K |
| Colton Groome Financial Advisors, LLC | 0.12% | Reduce -9.6% | 3,440 | $325K |
| Blue Edge Capital, LLC | 0.05% | Reduce -10.9% | 3,407 | $322K |
| Mechanics Bank Trust Department | 0.04% | No change | 3,319 | $314K |
| Signal Advisors Wealth, LLC | 0.04% | New | 3,301 | $312K |
| Corient Private Wealth LP | 0.00% | Reduce -3.9% | 3,217 | $304K |
| Advus Financial Partners, LLC | 0.08% | Add +1.9% | 3,142 | $297K |
| Prospera Financial Services Inc | 0.01% | New | 3,089 | $292K |
| Mainstay Capital Management LLC | 0.05% | No change | 3,082 | $292K |
| IFP Advisors, Inc | 0.01% | Reduce -90.4% | 3,051 | $289K |
| Rollins Financial Advisors, LLC | 0.05% | New | 3,033 | $287K |
| Old Port Advisors | 0.08% | Reduce -4.5% | 3,019 | $286K |
| Private Portfolio Partners LLC | 0.05% | New | 2,971 | $281K |
| Private Trust Co. NA | 0.03% | Add +49.0% | 2,940 | $278K |
| Waterloo Capital, L.P. | 0.03% | New | 2,841 | $269K |
| Artemis Wealth Advisors, LLC | 0.04% | Add +1.3% | 2,840 | $269K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 2,818 | $267K |
| Sunbelt Securities, Inc. | 0.03% | No change | 2,805 | $265K |
| Insigneo Advisory Services, LLC | 0.03% | No change | 2,800 | $265K |
| Northwest Capital Management Inc | 0.10% | Add +3.3% | 2,795 | $264K |
| HRT Financial LP | 0.00% | New | 2,792 | $264K |
| Tobias Financial Advisors, Inc. | 0.05% | Add +1.3% | 2,745 | $260K |
| Stonebridge Financial Planning Group, LLC | 0.12% | No change | 2,741 | $259K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 2,732 | $258K |
| Mgo One Seven LLC | 0.01% | Reduce -9.0% | 2,647 | $250K |
| Schmidt P J Investment Management Inc. | 0.04% | No change | 2,590 | $245K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +11.6% | 2,576 | $244K |
| Consolidated Portfolio Review Corp | 0.05% | Reduce -17.3% | 2,555 | $242K |
| Ferguson Shapiro LLC | 0.09% | Reduce -41.9% | 2,545 | $241K |
| 9258 Wealth Management, LLC | 0.04% | Reduce -6.0% | 2,506 | $237K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 2,497 | $236K |
| BCR Wealth Strategies, LLC | 0.11% | New | 2,478 | $234K |
| Legacy Capital Wealth Partners, LLC | 0.05% | No change | 2,403 | $227K |
| Qube Research & Technologies Ltd | 0.00% | Add +842.5% | 2,394 | $226K |
| Wagner Wealth Management, LLC | 0.06% | Reduce -0.6% | 2,388 | $226K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.06% | Reduce -36.7% | 2,376 | $225K |
| Evergreen Capital Management LLC | 0.01% | No change | 2,369 | $224K |
| Elios Financial Group Inc. | 0.10% | — | 2,367 | $224K |
| Lantern Wealth Advisors, LLC | 0.15% | Reduce -5.4% | 2,332 | $221K |
| ACT Advisors, LLC. | 0.10% | Add +0.6% | 2,325 | $220K |
| Capital Analysts, LLC | 0.01% | Add +25.1% | 2,316 | $219K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 2,300 | $218K |
| Hunter Associates Investment Management LLC | 0.03% | No change | 2,250 | $213K |
| Elevation Wealth Partners, LLC | 0.09% | Add +30.5% | 2,233 | $211K |
| Round Rock Advisors LLC | 0.05% | Reduce -11.5% | 2,223 | $210K |
| Evolution Wealth Advisors, LLC | 0.04% | New | 2,177 | $206K |
| Prosperity Consulting Group, LLC | 0.02% | New | 2,170 | $205K |
| Acas, LLC | 0.17% | New | 2,138 | $202K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -2.0% | 1,846 | $175K |
| Larson Financial Group LLC | 0.01% | Add +13.6% | 1,794 | $170K |
| Cedar Mountain Advisors, LLC | 0.03% | Reduce -20.1% | 1,248 | $118K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +39.0% | 1,172 | $111K |
| US Bancorp \de | 0.00% | Reduce -34.1% | 1,144 | $108K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,100 | $104K |
| Avion Wealth | 0.03% | Add +43.6% | 1,081 | $102K |
| Blair William & Co. | 0.00% | No change | 1,074 | $102K |
| Bfsg, LLC | 0.01% | No change | 1,036 | $98K |
| Mascoma Wealth Management LLC | 0.02% | Reduce -79.5% | 1,020 | $97K |
| Avior Wealth Management, LLC | 0.00% | Reduce -20.6% | 939 | $89K |
| Ogorek Anthony Joseph /NY/ | 0.03% | No change | 839 | $79K |
| Trust Co. of Vermont | 0.00% | No change | 775 | $73K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -46.0% | 750 | $69K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -69.1% | 686 | $65K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -17.1% | 605 | $57K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | No change | 536 | $51K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 530 | $50K |
| Parkside Financial Bank & Trust | 0.01% | No change | 500 | $47K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +1.0% | 488 | $46K |
| SYM FINANCIAL Corp | 0.01% | Add +2431.6% | 481 | $46K |
| Baldwin Wealth Partners LLC | 0.00% | New | 433 | $41K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 415 | $39K |
| Independence Bank of Kentucky | 0.01% | New | 346 | $33K |
| Allianz Asset Management GmbH | 0.00% | Reduce -2.6% | 333 | $32K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 322 | $31K |
| Bessemer Group Inc. | 0.00% | New | 320 | $30K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 295 | $28K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -9.2% | 295 | $28K |
| Key Financial Inc | 0.01% | No change | 285 | $27K |
| Bogart Wealth, LLC | 0.00% | No change | 276 | $26K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Reduce -40.0% | 264 | $25K |
| Franklin Resources Inc. | 0.00% | Reduce -49.6% | 250 | $23K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 225 | $21K |
| Hobbs Group Advisors, LLC | 0.01% | Add +0.9% | 222 | $21K |
| Financial Gravity Companies, Inc. | 0.01% | — | 211 | $20K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | Reduce -0.6% | 177 | $17K |
| Clear Point Advisors Inc. | 0.01% | Add +1.7% | 177 | $17K |
| Tucker Asset Management LLC | 0.00% | No change | 153 | $14K |
| CoreCap Advisors, LLC | 0.00% | Reduce -48.4% | 145 | $14K |
| Element Wealth, LLC | 0.01% | No change | 125 | $12K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -24.5% | 114 | $11K |
| Oakworth Capital, Inc. | 0.00% | New | 111 | $11K |
| Sound Income Strategies, LLC | 0.00% | Reduce -37.2% | 108 | $10K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 88 | $8K |
| Simplex Trading, LLC | 0.00% | Reduce -24.7% | 61 | $5K |
| Eastern Bank | 0.00% | New | 50 | $5K |
| McIlrath & Eck, LLC | 0.00% | No change | 45 | $4K |
| First Horizon Advisors, Inc. | 0.00% | Add +2.3% | 44 | $4K |
| WR Wealth Planners, LLC | 0.00% | New | 43 | $4K |
| Princeton Global Asset Management LLC | 0.00% | New | 33 | $3K |
| Spire Wealth Management | 0.00% | Add +4.8% | 22 | $2K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 11 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 10 | $946 |
| Versant Capital Management, Inc | 0.00% | No change | 8 | $757 |
| PSI Advisors, LLC | 0.00% | No change | 8 | $757 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 7 | $705 |
| Assetmark, Inc. | 0.00% | Add +25.0% | 5 | $473 |
| FMR LLC | 0.00% | Add +100.0% | 2 | $189 |
| Valley Wealth Managers, Inc. | 0.00% | New | 1 | $77 |
"% 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.