PIMCO Active Bond Exchange-TBONDETF
13F holders, Q4 2024 (December 31)448holders +32
32new positions
33sold out
4famous investors
$90.51avg. 13F price*
At the end of Q4 2024, 448 institutions reported holding PIMCO Active Bond Exchange-T (BOND) in their 13F filings, up 32 from Q3 2024. 32 opened new positions and 33 sold out. The largest holders were Cwm, LLC ($338.1M), Morgan Stanley ($288.9M) and Essential Planning, LLC. ($174.5M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- PIMCO Active Bond Exchange-T
- Filed as
- PIMCO ETF TR (Q4 2024)
- CUSIP
- 72201R775
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $64.4M |
| Exits | 33 | $46.5M |
All 13F filers, Q3 2024 → Q4 2024: 6,897,817 shares bought and 1,624,718 shares sold, net +5,273,099 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 448 holders
| Cwm, LLC | 1.40% | Add +3.5% | 3,739,586 | $338.1M |
| Morgan Stanley | 0.02% | Add +13.9% | 3,194,779 | $288.9M |
| Essential Planning, LLC. | 1.14% | Add +4238.6% | 1,894,380 | $174.5M |
| Tectonic Advisors LLC | 9.64% | Reduce -10.8% | 1,630,530 | $147.4M |
| Wells Fargo & Company | 0.03% | Add +2.0% | 1,546,158 | $139.8M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -1.4% | 1,542,994 | $139.5M |
| LPL Financial LLC | 0.05% | Add +16.4% | 1,482,055 | $134.0M |
| OneDigital Investment Advisors LLC | 1.21% | Add +12.6% | 1,154,236 | $104.4M |
| UBS Group AG | 0.02% | Add +17.3% | 1,022,276 | $92.4M |
| Bank of America Corp. | 0.01% | Add +1.4% | 1,006,486 | $91.0M |
| Osaic Holdings, Inc. | 0.20% | Reduce -7.8% | 975,349 | $88.2M |
| Raymond James Financial Inc. | 0.03% | — | 906,294 | $81.9M |
| Koss-Olinger Consulting, LLC | 5.29% | Add +158.9% | 667,584 | $60.4M |
| NewEdge Advisors, LLC | 0.33% | Add +31.8% | 609,082 | $55.1M |
| Royal Bank of Canada | 0.01% | Reduce -0.8% | 569,734 | $51.5M |
| Commonwealth Equity Services, LLC | 0.07% | Add +5.8% | 560,877 | $50.7M |
| JPMorgan Chase & Co. | 0.00% | Add +0.1% | 533,985 | $48.3M |
| Sand Hill Global Advisors, LLC | 2.02% | Reduce -1.2% | 527,443 | $47.7M |
| AE Wealth Management LLC | 0.40% | Add +36.0% | 517,877 | $46.8M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +227.5% | 459,955 | $41.6M |
| Cetera Investment Advisers | 0.09% | Add +12.6% | 454,998 | $41.1M |
| Prudent Investors Network, Inc. | 11.26% | Add +10.1% | 425,488 | $38.5M |
| RFG Advisory, LLC | 1.03% | Add +2.6% | 400,887 | $36.2M |
| Concurrent Investment Advisors, LLC | 0.93% | Add +16.3% | 381,576 | $34.5M |
| CreativeOne Wealth, LLC | 1.05% | Add +14.1% | 377,268 | $34.1M |
| Sanctuary Advisors, LLC | 0.21% | Add +6.7% | 371,080 | $33.8M |
| Scotia Capital Inc. | 0.18% | Reduce -5.1% | 370,718 | $33.5M |
| Kestra Advisory Services, LLC | 0.18% | Add +103.2% | 369,381 | $33.4M |
| BNP Paribas Financial Markets | 0.03% | New | 358,746 | $32.4M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -1.6% | 321,966 | $29.5M |
| Mercer Global Advisors Inc. | 0.07% | Add +66.0% | 323,019 | $29.2M |
| Hudson Capital Management LLC | 9.05% | Add +2.2% | 310,891 | $28.1M |
| Stifel Financial Corp. | 0.02% | Add +3.8% | 264,307 | $23.9M |
| Southland Equity Partners LLC | 5.40% | Reduce -0.3% | 256,632 | $23.2M |
| Goldstein Advisors, LLC | 3.26% | Add +10.1% | 248,188 | $22.4M |
| Flaharty Asset Management, LLC | 3.18% | Add +9.4% | 241,235 | $21.8M |
| Vickerman Investment Advisors, Inc. | 5.88% | Reduce -2.2% | 239,118 | $21.6M |
| Horizon Investments, LLC | 0.61% | Reduce -1.9% | 237,863 | $21.4M |
| Kelman-Lazarov, Inc. | 3.82% | Add +1.9% | 234,930 | $21.2M |
| Waverly Advisors, LLC | 0.33% | Add +261.1% | 234,736 | $21.2M |
| Legacy Private Trust Co. | 1.37% | Add +8.9% | 231,669 | $20.9M |
| FSM Wealth Advisors, LLC | 5.09% | Add +18.7% | 230,180 | $20.8M |
| Sowell Financial Services LLC | 1.09% | Add +98.8% | 229,509 | $20.8M |
| HighTower Advisors, LLC | 0.03% | Add +118.5% | 225,119 | $20.4M |
| Christian Investment Advisors, Inc. | 14.49% | — | 221,662 | $20.0M |
| Avantax Advisory Services, Inc. | 0.12% | Add +7.4% | 214,221 | $19.4M |
| Your Advocates Ltd., LLP | 7.69% | Add +6.7% | 213,897 | $19.3M |
| Alpha Cubed Investments, LLC | 0.78% | Reduce -10.2% | 189,046 | $17.1M |
| Freedom Investment Management, Inc. | 1.41% | Reduce -4.5% | 187,923 | $17.0M |
| Stratos Wealth Partners, LTD. | 0.23% | Reduce -4.5% | 177,189 | $16.0M |
| Novem Group | 2.32% | — | 172,860 | $15.6M |
| Cornerstone Wealth Management, LLC | 1.01% | Add +56.1% | 165,985 | $15.0M |
| PNC Financial Services Group, Inc. | 0.01% | Add +12.2% | 158,871 | $14.4M |
| MML Investors Services, LLC | 0.05% | Add +2.5% | 158,260 | $14.3M |
| PAX Financial Group, LLC | 2.54% | Add +5.1% | 156,699 | $14.2M |
| Bank of New York Mellon Corp | 0.00% | Add +2.7% | 153,114 | $13.8M |
| Private Advisor Group, LLC | 0.08% | Add +40.7% | 151,736 | $13.7M |
| GeoWealth Management, LLC | 0.44% | Add +0.0% | 150,142 | $13.6M |
| Mariner, LLC | 0.02% | Add +153.8% | 144,601 | $13.1M |
| Acima Private Wealth, LLC | 4.37% | Add +9.8% | 143,656 | $13.0M |
| Captrust Financial Advisors | 0.04% | Add +9.7% | 142,123 | $12.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -19.3% | 141,219 | $12.8M |
| Independent Advisor Alliance | 0.17% | New | 140,493 | $12.7M |
| John W. Brooker & Co., CPAs | 5.37% | Reduce -19.7% | 137,584 | $12.4M |
| Vicus Capital | 1.08% | Add +1.7% | 134,217 | $12.1M |
| Kwmg, LLC | 1.24% | Add +1.4% | 132,675 | $12.0M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +14.8% | 131,724 | $11.9M |
| Dunhill Financial, LLC | 5.40% | Add +29.4% | 128,360 | $11.6M |
| Sheridan Capital Management, LLC | 8.10% | Reduce -1.6% | 127,579 | $11.5M |
| Clearstead Advisors, LLC | 0.17% | Add +40.5% | 126,631 | $11.4M |
| B. Riley Wealth Advisors, Inc. | 0.37% | Reduce -6.8% | 125,813 | $11.4M |
| Bouvel Investment Partners, LLC | 3.97% | Reduce -1.6% | 121,748 | $11.0M |
| Bleakley Financial Group, LLC | 0.33% | Add +0.6% | 119,766 | $10.8M |
| M Holdings Securities, Inc. | 1.70% | Add +3.3% | 116,617 | $10.5M |
| Meriwether Wealth & Planning, LLC | 7.34% | — | 114,000 | $10.3M |
| Smart Portfolios, LLC | 10.70% | Reduce -2.6% | 113,037 | $10.2M |
| Citadel Advisors | 0.01% | Add +2737.1% | 112,861 | $10.2M |
| Founders Financial Securities LLC | 0.88% | Reduce -5.0% | 108,384 | $9.8M |
| Valley National Advisers Inc. | 1.73% | Add +4.6% | 106,725 | $9.6M |
| AdvisorNet Financial, Inc | 0.81% | Add +41.6% | 106,488 | $9.6M |
| Steph & Co. | 3.22% | Reduce -13.0% | 105,493 | $9.5M |
| IFG Advisory, LLC | 0.54% | Add +1.9% | 105,397 | $9.5M |
| Brookstone Capital Management | 0.14% | Add +45.4% | 103,634 | $9.4M |
| TD Capital Management LLC | 0.94% | Reduce -8.2% | 102,053 | $9.2M |
| GM Advisory Group, LLC | 0.51% | Add +1.3% | 101,155 | $9.1M |
| Destination Wealth Management | 0.26% | Add +0.9% | 93,677 | $8.5M |
| Gould Asset Management LLC | 1.75% | Add +23.4% | 91,989 | $8.3M |
| WealthShield Partners, LLC | 1.17% | Add +39.7% | 90,920 | $8.3M |
| Allworth Financial LP | 0.05% | Add +3.7% | 90,613 | $8.2M |
| Harbour Investments, Inc. | 0.23% | Reduce -1.0% | 88,575 | $8.0M |
| Visionary Wealth Advisors | 0.44% | Add +3.2% | 83,819 | $7.6M |
| Treasure Coast Financial Planning | 4.93% | Reduce -12.2% | 82,845 | $7.5M |
| Integrated Wealth Concepts LLC | 0.09% | Add +2.2% | 81,884 | $7.4M |
| First National Corp. /Ma/ | 1.67% | Add +58.1% | 81,415 | $7.4M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +6.0% | 78,008 | $7.1M |
| Orion Portfolio Solutions, LLC | 0.07% | Add +6.0% | 78,008 | $7.1M |
| Csenge Advisory Group | 0.38% | Add +5.3% | 77,771 | $7.0M |
| Darwin Wealth Management, LLC | 2.32% | Reduce -15.8% | 76,319 | $6.9M |
| Halbert Hargrove Global Advisors, LLC | 0.39% | Reduce -0.1% | 76,129 | $6.9M |
| Connecticut Wealth Management, LLC | 0.32% | Add +55.9% | 72,985 | $6.6M |
"% 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.