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 |
| MorganRosel Wealth Management, LLC | 2.15% | Add +6.6% | 72,474 | $6.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -40.8% | 72,242 | $6.5M |
| Denver PWM, LLC | 2.52% | Reduce -9.3% | 71,936 | $6.5M |
| Leisure Capital Management | 2.54% | Add +1552.6% | 71,755 | $6.5M |
| Hamilton Wealth, LLC | 1.50% | Add +24.1% | 68,482 | $6.2M |
| Moneta Group Investment Advisors LLC | 0.09% | Add +8.6% | 67,669 | $6.1M |
| Nations Financial Group Inc, /Ia/ | 0.43% | Add +5.0% | 64,812 | $5.9M |
| Syverson Strege & Co | 1.95% | Add +3.9% | 64,715 | $5.9M |
| Pacifica Partners Inc. | 2.50% | Reduce -2.0% | 64,092 | $5.8M |
| Keyvantage Wealth, LLC | 4.01% | — | 62,059 | $5.6M |
| Elevated Capital Advisors, LLC | 1.48% | Add +2.6% | 60,006 | $5.4M |
| Bank of Montreal | 0.00% | Add +13.7% | 59,372 | $5.4M |
| Truist Financial Corp. | 0.01% | Reduce -55.1% | 59,239 | $5.4M |
| D.A. Davidson & Co. | 0.04% | Add +25.3% | 57,681 | $5.2M |
| CarsonAllaria Wealth Management, Ltd. | 2.86% | Add +6.0% | 55,301 | $5.0M |
| Total Investment Management Inc. | 0.70% | Add +11.4% | 55,039 | $5.0M |
| &partners | 0.06% | Add +272.4% | 55,014 | $5.0M |
| Retirement Planning Group, LLC | 0.24% | Reduce -2.3% | 51,955 | $4.7M |
| Intelligence Driven Advisers, LLC | 0.85% | Reduce -37.2% | 50,084 | $4.5M |
| Cornerstone Advisory, LLC | 0.51% | Reduce -57.6% | 49,559 | $4.5M |
| Del-Sette Capital Management, LLC | 3.63% | Add +11.6% | 49,471 | $4.5M |
| Aviance Capital Partners, LLC | 0.59% | Add +3.8% | 47,482 | $4.3M |
| Baird Financial Group, Inc. | 0.01% | Add +0.2% | 46,473 | $4.2M |
| Global Retirement Partners, LLC | 0.12% | Add +43.5% | 45,935 | $4.2M |
| Milestone Asset Management, LLC | 0.91% | Reduce -57.2% | 45,612 | $4.1M |
| Goodman Advisory Group, LLC | 1.17% | Add +12.2% | 44,015 | $4.0M |
| Freedom Financial Partners LLC | 1.91% | — | 43,886 | $4.0M |
| Jmac Enterprises LLC | 0.62% | Add +11.7% | 43,455 | $3.9M |
| Roger Wittlin Investment Advisory, LLC | 2.17% | Reduce -42.1% | 42,800 | $3.9M |
| Comerica Bank | 0.02% | Add +43.3% | 42,608 | $3.9M |
| Security Financial Services, INC. | 0.78% | Add +40.4% | 42,121 | $3.8M |
| Hutchens & Kramer Investment Management Group, LLC | 2.06% | Add +201.4% | 41,913 | $3.8M |
| Linscomb Wealth, Inc. | 0.19% | Add +9.8% | 41,786 | $3.8M |
| Lunt Capital Management, Inc. | 1.47% | Add +34.7% | 41,742 | $3.8M |
| Cibc World Market Inc. | 0.01% | Reduce -2.1% | 40,589 | $3.7M |
| Traction Financial Partners, LLC | 2.84% | Add +8.1% | 40,448 | $3.7M |
| First Hawaiian Bank | 0.12% | No change | 39,399 | $3.6M |
| Strategic Advisors LLC | 0.64% | Add +4.1% | 38,904 | $3.5M |
| Capital Planning Advisors, LLC | 0.54% | Reduce -9.2% | 38,876 | $3.5M |
| McGrath & Associates, Inc. | 7.03% | — | 38,493 | $3.5M |
| DAVENPORT & Co LLC | 0.02% | Add +98.3% | 37,313 | $3.4M |
| BCS Wealth Management | 0.83% | Add +16.4% | 36,970 | $3.3M |
| Geneos Wealth Management Inc. | 0.12% | Reduce -1.0% | 36,527 | $3.3M |
| Affiance Financial, LLC | 0.78% | Add +15.8% | 36,219 | $3.3M |
| OneAscent Financial Services LLC | 0.27% | New | 34,525 | $3.1M |
| Blue Oak Capital, LLC | 1.89% | — | 34,200 | $3.1M |
| Capital Planning LLC | 0.80% | New | 33,477 | $3.0M |
| Essex Financial Services, Inc. | 0.21% | Add +16.2% | 32,807 | $3.0M |
| SignalPoint Asset Management, LLC | 0.71% | Add +46.5% | 32,354 | $2.9M |
| EP Wealth Advisors, LLC | 0.02% | Add +23.9% | 32,042 | $2.9M |
| D'Orazio & Associates, Inc. | 0.42% | Reduce -5.8% | 31,814 | $2.9M |
| Eclectic Associates Inc. | 0.83% | Add +216.4% | 31,079 | $2.8M |
| Farther Finance Advisors, LLC | 0.10% | Reduce -10.9% | 30,265 | $2.7M |
| Koshinski Asset Management, Inc. | 0.23% | Add +2.4% | 30,154 | $2.7M |
| Barnes Wealth Management Group, Inc | 1.79% | — | 29,467 | $2.7M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -48.0% | 29,335 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.6% | 28,532 | $2.6M |
| Emergent Wealth Advisors, LLC | 1.87% | Add +54.5% | 28,517 | $2.6M |
| Cooper Financial Group | 0.31% | Reduce -1.4% | 28,293 | $2.6M |
| National Bank of Canada | 0.00% | Add +36.3% | 28,202 | $2.6M |
| Menard Financial Group LLC | 1.46% | Reduce -0.3% | 26,979 | $2.4M |
| Hollencrest Capital Management | 0.10% | Reduce -0.2% | 26,760 | $2.4M |
| USAdvisors Wealth Management, LLC | 0.78% | Add +23.1% | 26,593 | $2.4M |
| Fairway Financial, LLC | 2.15% | — | 26,064 | $2.4M |
| Fortitude Financial, LLC | 1.31% | — | 25,876 | $2.3M |
| Family Firm, Inc. | 0.52% | Reduce -2.1% | 25,715 | $2.3M |
| Insight Wealth Partners, LLC | 1.46% | Add +7.4% | 25,549 | $2.3M |
| Womack Financial LLC | 2.04% | — | 25,447 | $2.3M |
| Advisory Services Network, LLC | 0.04% | Add +57.0% | 25,047 | $2.3M |
| Jones Financial Companies LLLP | 0.00% | Add +134.7% | 24,691 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -4.1% | 24,278 | $2.2M |
| EWG Elevate Inc. | 0.67% | Add +8.0% | 24,241 | $2.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.05% | Reduce -7.9% | 22,315 | $2.0M |
| Equitable Holdings, Inc. | 0.02% | Reduce -5.9% | 22,109 | $2.0M |
| Gotham Asset Management | 0.02% | New | 21,833 | $2.0M |
| Taylor & Morgan Wealth Management, LLC | 1.37% | New | 21,570 | $2.0M |
| Accredited Wealth Management, LLC | 1.66% | — | 20,864 | $1.9M |
| Fragasso Financial Advisors Inc | 0.13% | Reduce -12.6% | 19,058 | $1.7M |
| Sumitomo Mitsui Financial Group, Inc. | 0.02% | No change | 18,470 | $1.7M |
| Citigroup Inc. | 0.00% | Add +4.9% | 18,459 | $1.7M |
| University of Texas/Texas Am Investment Management Co. | 0.19% | No change | 17,742 | $1.6M |
| Creative Planning | 0.00% | Reduce -2.1% | 17,670 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -4.5% | 17,124 | $1.5M |
| Silver Oak Securities, Incorporated | 0.14% | Add +72.3% | 17,008 | $1.5M |
| Wealth Advisors of Iowa, LLC | 0.75% | Add +66.9% | 16,422 | $1.5M |
| L & S Advisors Inc | 0.18% | No change | 16,296 | $1.5M |
| Berger Financial Group, Inc | 0.10% | New | 16,157 | $1.5M |
| Wedbush Securities Inc. | 0.05% | Add +105.2% | 15,812 | $1.4M |
| Dudley Capital Management, LLC | 0.72% | Reduce -2.2% | 15,510 | $1.4M |
| Beacon Financial Planning, Inc. | 0.81% | Reduce -31.1% | 15,418 | $1.4M |
| Atria Investments, Inc | 0.02% | Reduce -29.5% | 14,846 | $1.3M |
| Northwest Financial Advisors | 1.10% | Add +42.9% | 14,693 | $1.3M |
| Parallel Advisors, LLC | 0.03% | Reduce -33.9% | 14,415 | $1.3M |
| Aristides Capital LLC | 0.41% | Add +12.1% | 14,337 | $1.3M |
| PFG Advisors | 0.08% | Add +48.5% | 14,305 | $1.3M |
| Westside Investment Management, Inc. | 0.27% | Reduce -4.8% | 13,981 | $1.3M |
| Patten Group, Inc. | 0.28% | Add +5.6% | 13,840 | $1.3M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -2.7% | 13,483 | $1.2M |
| Avitas Wealth Management LLC | 0.17% | Add +6.5% | 13,295 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Add +94.7% | 13,243 | $1.2M |
| Waterfront Wealth Inc. | 0.29% | Add +3.4% | 13,216 | $1.2M |
| Caldwell Sutter Capital, Inc. | 0.56% | Add +4.1% | 13,191 | $1.2M |
| Arrowroot Family Office, LLC | 0.62% | Add +2.1% | 13,129 | $1.2M |
| Krilogy Financial LLC | 0.08% | Add +2.2% | 13,027 | $1.2M |
| Beacon Financial Advisory LLC | 0.38% | Add +11.7% | 12,816 | $1.2M |
| Ramiah Investment Group | 1.05% | Add +0.8% | 12,809 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Add +14.2% | 12,764 | $1.2M |
| Lionshead Wealth Management, LLC | 0.82% | — | 12,446 | $1.1M |
| Maia Wealth LLC | 0.24% | Add +62.3% | 12,260 | $1.1M |
| VSM Wealth Advisory, LLC | 0.40% | — | 12,331 | $1.1M |
| MFA Wealth Services | 0.89% | — | 12,318 | $1.1M |
| Rovin Capital /Ut/ | 0.40% | Reduce -13.4% | 12,201 | $1.1M |
| Engineers Gate Manager LP | 0.02% | New | 12,101 | $1.1M |
| Strata Wealth Advisors, LLC | 0.34% | No change | 12,050 | $1.1M |
| FSA Investment Group, LLC | 0.94% | — | 12,128 | $1.1M |
| Cardinal Point Capital Management ULC | 0.17% | Reduce -30.5% | 11,640 | $1.1M |
| 1620 Investment Advisors, Inc. | 0.80% | Add +3.0% | 11,430 | $1.0M |
| Thrive Capital Management, LLC | 0.47% | Reduce -27.6% | 11,406 | $1.0M |
| Watts Gwilliam & Co., LLC | 0.22% | Reduce -3.2% | 11,444 | $1.0M |
| Brasada Capital Management, LP | 0.18% | Reduce -18.1% | 11,499 | $1.0M |
| Independent Financial Group, LLC | 0.03% | Reduce -0.1% | 11,304 | $1.0M |
| Cyndeo Wealth Partners, LLC | 0.07% | Reduce -12.1% | 10,962 | $991K |
| CFO4Life Group, LLC | 0.17% | Reduce -15.5% | 10,896 | $985K |
| Ameriflex Group, Inc. | 0.45% | — | 10,807 | $983K |
| Continuum Advisory, LLC | 0.13% | Add +27.7% | 10,872 | $983K |
| MAI Capital Management | 0.01% | New | 10,822 | $978K |
| Moloney Securities Asset Management, LLC | 0.13% | Add +58.3% | 10,662 | $964K |
| HCR Wealth Advisors | 0.12% | No change | 10,520 | $951K |
| Wall Street Financial Group, Inc. | 0.92% | Add +91.3% | 10,361 | $937K |
| Fort Point Capital Partners LLC | 0.10% | No change | 10,250 | $927K |
| Stephens Inc. | 0.01% | No change | 10,147 | $917K |
| PKS Advisory Services, LLC | 0.23% | — | 10,002 | $904K |
| Strategic Blueprint, LLC | 0.05% | Add +114.8% | 9,975 | $902K |
| Romano Brothers and Company | 0.11% | Add +11.9% | 9,300 | $841K |
| First Foundation Advisors | 0.03% | No change | 9,287 | $840K |
| Procyon Advisors, LLC | 0.05% | Reduce -3.9% | 9,175 | $830K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 9,145 | $827K |
| Principal Securities, Inc. | 0.02% | Add +2.7% | 8,988 | $813K |
| Valmark Advisers, Inc. | 0.01% | Add +51.7% | 8,911 | $806K |
| Arbor Trust Wealth Advisors, LLC | 0.37% | Reduce -6.6% | 8,809 | $800K |
| Bright Futures Wealth Management, LLC. | 0.72% | Add +1.6% | 8,780 | $799K |
| Atmos Advisory, LLC | 0.55% | New | 8,777 | $794K |
| Eq LLC | 0.37% | Reduce -3.6% | 8,757 | $792K |
| Droms Strauss Advisors Inc. /Mo/ | 0.26% | Add +66.1% | 8,670 | $784K |
| Sagespring Wealth Partners, LLC | 0.02% | — | 8,642 | $781K |
| Opal Wealth Advisors, LLC | 0.23% | Reduce -1.6% | 8,321 | $752K |
| Park Avenue Securities LLC | 0.01% | New | 8,007 | $724K |
| Jane Street Group, LLC | 0.00% | Reduce -68.4% | 7,851 | $710K |
| American Trust | 0.05% | New | 7,758 | $702K |
| Ameritas Advisory Services, LLC | 0.02% | Add +6.2% | 7,747 | $700K |
| Asset Management Group, Inc. | 0.12% | Reduce -47.8% | 7,595 | $687K |
| Duncan Williams Asset Management, LLC | 0.27% | Add +113.9% | 7,556 | $683K |
| Wealthspire Retirement, LLC | 0.05% | Reduce -72.1% | 7,530 | $681K |
| Advisor OS, LLC | 0.08% | Add +9.7% | 7,447 | $673K |
| Millennium Management | 0.00% | New | 7,416 | $671K |
| Sigma Planning Corp | 0.02% | Add +28.9% | 7,371 | $666K |
| Sage Rhino Capital LLC | 0.14% | Add +10.1% | 7,350 | $665K |
| Creative Financial Designs Inc. | 0.05% | Add +1.5% | 7,328 | $663K |
| Pinnacle Associates Ltd. | 0.01% | Add +22.1% | 7,245 | $655K |
| Tranquilli Financial Advisor LLC | 0.41% | Add +7.3% | 7,229 | $654K |
| Golden State Wealth Management, LLC | 0.10% | — | 7,132 | $645K |
| SOL Capital Management CO | 0.07% | Add +34.4% | 7,091 | $641K |
| AQR Capital Management | 0.00% | Reduce -8.3% | 6,955 | $629K |
| Kaydan Wealth Management, Inc. | 0.21% | Add +86.8% | 6,854 | $620K |
| Merit Financial Group, LLC | 0.01% | New | 6,799 | $615K |
| Addison Capital Co | 0.24% | Add +5.4% | 6,778 | $613K |
| Wolf Group Capital Advisors | 0.30% | No change | 6,654 | $610K |
| ORG Partners LLC | 0.08% | Add +3.6% | 6,729 | $609K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -6.9% | 6,679 | $604K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +50.7% | 6,676 | $604K |
| Pinnacle Financial Group, LLC / IL | 0.23% | Add +55.1% | 6,604 | $597K |
| Prospera Financial Services Inc | 0.01% | Add +109.4% | 6,468 | $585K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -23.1% | 6,265 | $566K |
| Claris Financial LLC | 0.36% | — | 6,126 | $554K |
| Cerity Partners LLC | 0.00% | Reduce -52.3% | 6,045 | $547K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Add +10.8% | 5,964 | $539K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -20.1% | 5,904 | $534K |
| PFG Investments, LLC | 0.03% | Add +5.8% | 5,838 | $528K |
| Waypoint Wealth Partners Inc. | 0.14% | Add +8.9% | 5,782 | $523K |
| Richards, Merrill & Peterson, Inc. | 0.27% | — | 5,766 | $521K |
| Williams & Novak, LLC | 0.50% | Reduce -60.0% | 5,706 | $516K |
| Physician Wealth Advisors, Inc. | 0.09% | No change | 5,679 | $513K |
| Mayfair Advisory Group, LLC | 0.30% | Reduce -2.7% | 5,672 | $513K |
| Summit Investment Advisory Services, LLC | 0.26% | Reduce -5.6% | 5,629 | $509K |
| Arkadios Wealth Advisors | 0.03% | Add +6.1% | 5,542 | $501K |
| BTG Pactual Asset Management US LLC | 0.06% | No change | 5,489 | $499K |
| Macroview Investment Management LLC | 0.51% | Add +2.4% | 5,524 | $499K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +8.9% | 5,513 | $498K |
| Clear Creek Financial Management, LLC | 0.05% | Add +2.9% | 5,511 | $498K |
| Decker Retirement Planning Inc. | 0.28% | — | 5,389 | $487K |
| ACT Advisors, LLC. | 0.26% | Add +129.8% | 5,343 | $483K |
| International Assets Investment Management, LLC | 0.04% | Add +11.7% | 5,332 | $482K |
| Twin Peaks Wealth Advisors, LLC | 0.20% | Reduce -6.3% | 5,333 | $482K |
| Investment Advisory Group, LLC | 0.16% | No change | 5,308 | $480K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +19.5% | 5,240 | $475K |
| Kovack Advisors, Inc. | 0.05% | Add +20.0% | 5,245 | $474K |
| Betterment LLC | 0.00% | Add +0.8% | 5,208 | $471K |
| Westmount Partners, LLC | 0.14% | Add +10.6% | 5,139 | $465K |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -87.3% | 5,089 | $460K |
| Summa Corp. | 0.22% | No change | 5,000 | $452K |
| HRT Financial LP | 0.00% | Add +77.9% | 4,968 | $449K |
| Focused Wealth Management, Inc | 0.06% | Reduce -12.8% | 4,831 | $437K |
| L.K. Benson & Company, P.C. | 0.30% | — | 4,763 | $431K |
| Brown, Lisle/Cummings, Inc. | 0.13% | Reduce -0.8% | 4,734 | $428K |
| Savant Capital, LLC | 0.00% | Reduce -2.8% | 4,689 | $424K |
| Gallacher Capital Management LLC | 0.21% | Add +0.8% | 4,667 | $422K |
| OneAscent Wealth Management LLC | 0.17% | Reduce -1.7% | 4,627 | $418K |
| Lionsbridge Wealth Management LLC | 0.35% | Reduce -3.2% | 4,579 | $414K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +0.4% | 4,569 | $413K |
| MBL Wealth, LLC | 0.04% | Add +0.1% | 4,466 | $404K |
| Glen Eagle Advisors, LLC | 0.07% | Add +10.1% | 4,422 | $400K |
| Novus Advisors, LLC | 0.39% | — | 4,353 | $394K |
| LexAurum Advisors, LLC | 0.08% | Add +7.0% | 4,226 | $382K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 4,125 | $373K |
| Legacy Edge Advisors, LLC | 0.06% | No change | 4,094 | $372K |
| Rothschild Investment LLC | 0.02% | No change | 4,050 | $366K |
| Moment Partners, LLC | 0.07% | — | 4,000 | $362K |
| Flynn Zito Capital Management, LLC | 0.17% | Reduce -2.0% | 3,961 | $358K |
| Apella Capital, LLC | 0.01% | Reduce -11.6% | 3,911 | $354K |
| Hengehold Capital Management LLC | 0.03% | No change | 3,877 | $351K |
| Private Portfolio Partners LLC | 0.06% | Add +29.0% | 3,833 | $347K |
| CIBC Asset Management Inc | 0.00% | No change | 3,755 | $340K |
| Fortis Capital Advisors, LLC | 0.12% | No change | 3,604 | $338K |
| Belpointe Asset Management LLC | 0.02% | No change | 3,604 | $338K |
| United Advisor Group, LLC | 0.07% | Reduce -1.4% | 3,658 | $331K |
| Burt Wealth Advisors | 0.08% | No change | 3,591 | $325K |
| Ascent Group, LLC | 0.02% | New | 3,544 | $320K |
| Keystone Wealth Services, LLC | 0.08% | Reduce -22.1% | 3,535 | $320K |
| Private Trust Co. NA | 0.03% | Add +20.1% | 3,530 | $319K |
| Keybank National Association | 0.00% | No change | 3,518 | $318K |
| Avondale Wealth Management | 0.20% | Reduce -9.1% | 3,500 | $316K |
| Signal Advisors Wealth, LLC | 0.04% | Add +5.0% | 3,466 | $315K |
| Maripau Wealth Management LLC | 0.19% | New | 3,448 | $313K |
| Householder Group Estate & Retirement Specialist, LLC | 0.23% | Add +732.0% | 3,453 | $312K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -1.8% | 3,409 | $308K |
| Cary Street Partners Financial LLC | 0.01% | — | 3,360 | $304K |
| Mather Group, Llc. | 0.00% | Reduce -31.7% | 3,355 | $303K |
| Capital Analysts, LLC | 0.01% | Add +44.7% | 3,351 | $303K |
| Mechanics Bank Trust Department | 0.04% | No change | 3,319 | $300K |
| Focus Partners Wealth | 0.00% | New | 3,302 | $299K |
| IFP Advisors, Inc | 0.01% | Add +6.8% | 3,258 | $295K |
| Advus Financial Partners, LLC | 0.08% | Add +1.0% | 3,173 | $287K |
| Synergy Investment Management, LLC | 0.12% | — | 3,090 | $279K |
| Mainstay Capital Management LLC | 0.04% | Reduce -0.7% | 3,062 | $277K |
| Corient Private Wealth LP | 0.00% | Reduce -9.6% | 2,908 | $263K |
| Artemis Wealth Advisors, LLC | 0.04% | Add +1.3% | 2,876 | $260K |
| Blue Edge Capital, LLC | 0.04% | Reduce -15.6% | 2,874 | $260K |
| Sunbelt Securities, Inc. | 0.02% | Add +1.0% | 2,832 | $257K |
| Landmark Wealth Management, Inc. | 0.13% | Reduce -55.1% | 2,845 | $257K |
| Crestwood Advisors Group, LLC | 0.00% | No change | 2,818 | $255K |
| Tobias Financial Advisors, Inc. | 0.05% | Add +1.3% | 2,780 | $251K |
| Old Port Advisors | 0.07% | Reduce -8.3% | 2,769 | $250K |
| Vermillion Wealth Management, Inc. | 0.13% | — | 2,751 | $249K |
| Rollins Financial Advisors, LLC | 0.04% | Reduce -9.5% | 2,744 | $248K |
| World Investment Advisors | 0.01% | New | 2,744 | $248K |
| Stonebridge Financial Planning Group, LLC | 0.11% | No change | 2,741 | $248K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.0% | 2,733 | $247K |
| Goodman Financial Corp | 0.05% | Reduce -35.6% | 2,695 | $244K |
| Ascentis Independent Advisors | 0.05% | Reduce -96.5% | 2,680 | $242K |
| Schmidt P J Investment Management Inc. | 0.04% | No change | 2,590 | $234K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +0.1% | 2,578 | $233K |
| Consolidated Portfolio Review Corp | 0.04% | No change | 2,555 | $231K |
| Ferguson Shapiro LLC | 0.08% | Reduce -1.2% | 2,515 | $227K |
| Coign Capital Advisors LLC | 0.21% | — | 2,485 | $225K |
| BCR Wealth Strategies, LLC | 0.10% | No change | 2,478 | $224K |
| Avaii Wealth Management, LLC | 0.11% | New | 2,410 | $218K |
| Legacy Capital Wealth Partners, LLC | 0.05% | Reduce -0.2% | 2,398 | $217K |
| Evergreen Capital Management LLC | 0.01% | No change | 2,369 | $215K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 2,361 | $213K |
| Axim Planning & Wealth | 0.22% | Reduce -37.6% | 2,325 | $210K |
| Prosperity Consulting Group, LLC | 0.02% | Add +7.0% | 2,323 | $210K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 2,300 | $208K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 2,292 | $207K |
| IHT Wealth Management, LLC | 0.01% | Reduce -61.4% | 2,265 | $205K |
| Round Rock Advisors LLC | 0.04% | No change | 2,223 | $201K |
| Wagner Wealth Management, LLC | 0.05% | Reduce -13.4% | 2,067 | $187K |
| Capital Advisors, Ltd. LLC | 0.02% | Add +73.0% | 1,903 | $172K |
| Medallion Wealth Advisors, LLC | 0.09% | — | 1,901 | $172K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.1% | 1,867 | $170K |
| Elevation Wealth Partners, LLC | 0.07% | Reduce -23.1% | 1,718 | $155K |
| Northwest Capital Management Inc | 0.07% | Reduce -38.8% | 1,710 | $155K |
| Larson Financial Group LLC | 0.01% | Reduce -11.3% | 1,592 | $144K |
| Kestra Investment Management, LLC | 0.01% | New | 1,484 | $134K |
| Blair William & Co. | 0.00% | Add +9.3% | 1,174 | $106K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,172 | $106K |
| US Bancorp \de | 0.00% | Reduce -9.3% | 1,037 | $94K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +50.1% | 1,030 | $93K |
| Avior Wealth Management, LLC | 0.00% | Reduce -2.9% | 912 | $83K |
| Ogorek Anthony Joseph /NY/ | 0.02% | No change | 839 | $75K |
| Trust Co. of Vermont | 0.00% | No change | 775 | $70K |
| Avion Wealth | 0.02% | Reduce -33.1% | 723 | $65K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -8.3% | 688 | $63K |
| Venturi Wealth Management, LLC | 0.00% | New | 685 | $62K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 605 | $55K |
| Cedar Mountain Advisors, LLC | 0.01% | Reduce -55.0% | 561 | $51K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | No change | 536 | $48K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 530 | $48K |
| Parkside Financial Bank & Trust | 0.01% | No change | 500 | $45K |
| SYM FINANCIAL Corp | 0.01% | Add +0.2% | 482 | $44K |
| Mascoma Wealth Management LLC | 0.01% | Reduce -59.6% | 412 | $37K |
| Independence Bank of Kentucky | 0.00% | No change | 346 | $31K |
| Allianz Asset Management GmbH | 0.00% | Add +2.7% | 342 | $31K |
| Transce3nd, LLC | 0.01% | — | 305 | $28K |
| CENTRAL TRUST Co | 0.00% | New | 300 | $27K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 295 | $27K |
| Bogart Wealth, LLC | 0.00% | No change | 276 | $25K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Add +1.1% | 267 | $24K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -10.8% | 263 | $24K |
| Quest 10 Wealth Builders, Inc. | 0.02% | — | 259 | $23K |
| Franklin Resources Inc. | 0.00% | No change | 250 | $23K |
| Millstone Evans Group, LLC | 0.02% | — | 246 | $22K |
| Cape Investment Advisory, Inc. | 0.01% | New | 240 | $22K |
| Crews Bank & Trust | 0.00% | — | 233 | $21K |
| First Community Trust NA | 0.01% | New | 221 | $20K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 211 | $19K |
| Park Square Financial Group, LLC | 0.01% | — | 200 | $18K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | No change | 177 | $16K |
| Tucker Asset Management LLC | 0.00% | No change | 153 | $14K |
| Lee Danner & Bass Inc. | 0.00% | New | 150 | $14K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -72.1% | 136 | $12K |
| Element Wealth, LLC | 0.01% | No change | 125 | $11K |
| Sound Income Strategies, LLC | 0.00% | No change | 108 | $10K |
| FPC Investment Advisory, Inc. | 0.01% | New | 99 | $9K |
| Sugarloaf Wealth Management, LLC | 0.00% | New | 98 | $9K |
| WR Wealth Planners, LLC | 0.00% | Add +125.6% | 97 | $9K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 88 | $8K |
| 2UniFi Bank | 0.01% | — | 86 | $8K |
| CoreCap Advisors, LLC | 0.00% | Reduce -54.5% | 66 | $6K |
| Eastern Bank | 0.00% | No change | 50 | $5K |
| Gould Capital, LLC | 0.00% | New | 46 | $4K |
| McIlrath & Eck, LLC | 0.00% | No change | 45 | $4K |
| First Horizon Advisors, Inc. | 0.00% | No change | 44 | $4K |
| Promus Capital, LLC | 0.00% | — | 39 | $4K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | — | 35 | $3K |
| Caldwell Trust Co | 0.00% | New | 34 | $3K |
| Princeton Global Asset Management LLC | 0.00% | No change | 33 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -72.8% | 31 | $3K |
| Mainstream Capital Management LLC | 0.00% | New | 22 | $2K |
| Spire Wealth Management | 0.00% | No change | 22 | $2K |
| Bfsg, LLC | 0.00% | Reduce -98.1% | 20 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 10 | $904 |
| Versant Capital Management, Inc | 0.00% | No change | 8 | $723 |
| PSI Advisors, LLC | 0.00% | No change | 8 | $723 |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -27.3% | 8 | $723 |
| Assetmark, Inc. | 0.00% | Add +20.0% | 6 | $543 |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -57.1% | 3 | $294 |
| FMR LLC | 0.00% | Add +50.0% | 3 | $271 |
| Valley Wealth Managers, Inc. | 0.00% | No change | 1 | $75 |
"% 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.