PIMCO Active Bond Exchange-TBONDETF
13F holders, Q1 2025 (March 31)457holders +9
43new positions
28sold out
4famous investors
$92.45avg. 13F price*
At the end of Q1 2025, 457 institutions reported holding PIMCO Active Bond Exchange-T (BOND) in their 13F filings, up 9 from Q4 2024. 43 opened new positions and 28 sold out. The largest holders were Cwm, LLC ($384.2M), Morgan Stanley ($291.0M) and Envestnet Asset Management Inc. ($219.7M). 4 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- PIMCO Active Bond Exchange-T
- Filed as
- PIMCO ETF TR (Q1 2025)
- CUSIP
- 72201R775
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $105.9M |
| Exits | 28 | $30.4M |
All 13F filers, Q4 2024 → Q1 2025: 6,741,223 shares bought and 3,933,102 shares sold, net +2,808,121 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 457 holders
| Cwm, LLC | 1.53% | Add +11.1% | 4,154,795 | $384.2M |
| Morgan Stanley | 0.02% | Reduce -1.5% | 3,146,969 | $291.0M |
| Envestnet Asset Management Inc. | 0.07% | Add +54.0% | 2,376,385 | $219.7M |
| LPL Financial LLC | 0.07% | Add +22.0% | 1,808,688 | $167.2M |
| Osaic Holdings, Inc. | 0.35% | Add +72.7% | 1,684,356 | $155.8M |
| Tectonic Advisors LLC | 9.39% | Reduce -0.4% | 1,624,502 | $150.2M |
| Wells Fargo & Company | 0.03% | Reduce -2.3% | 1,511,140 | $139.7M |
| OneDigital Investment Advisors LLC | 1.39% | Add +10.0% | 1,269,371 | $117.4M |
| Bank of America Corp. | 0.01% | Add +0.1% | 1,007,497 | $93.2M |
| UBS Group AG | 0.02% | Reduce -14.6% | 872,580 | $80.7M |
| NewEdge Advisors, LLC | 0.46% | Add +36.4% | 830,789 | $76.8M |
| Raymond James Financial Inc. | 0.03% | Reduce -13.1% | 787,211 | $72.8M |
| CreativeOne Wealth, LLC | 2.11% | Add +102.6% | 764,486 | $70.7M |
| Koss-Olinger Consulting, LLC | 5.30% | Add +1.9% | 679,929 | $62.9M |
| AE Wealth Management LLC | 0.50% | Add +24.7% | 645,865 | $59.7M |
| JPMorgan Chase & Co. | 0.00% | Add +18.2% | 631,303 | $58.4M |
| Vickerman Investment Advisors, Inc. | 12.80% | Add +155.5% | 610,904 | $56.5M |
| Royal Bank of Canada | 0.01% | Add +2.4% | 583,244 | $53.9M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -2.3% | 547,968 | $50.7M |
| Cetera Investment Advisers | 0.09% | Add +11.8% | 508,933 | $47.1M |
| Sand Hill Global Advisors, LLC | 1.94% | Reduce -3.6% | 508,647 | $47.0M |
| Scotia Capital Inc. | 0.23% | Add +23.9% | 459,317 | $42.5M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -0.5% | 457,870 | $42.3M |
| Concurrent Investment Advisors, LLC | 1.01% | Add +17.4% | 448,103 | $41.4M |
| RFG Advisory, LLC | 1.10% | Add +9.8% | 440,085 | $40.7M |
| Kestra Advisory Services, LLC | 0.18% | Add +6.3% | 392,659 | $36.3M |
| Mercer Global Advisors Inc. | 0.08% | Add +10.9% | 358,254 | $33.1M |
| BNP Paribas Financial Markets | 0.03% | Reduce -1.7% | 352,725 | $32.6M |
| Thrivent Financial for Lutherans | 0.07% | No change | 321,966 | $29.5M |
| Hudson Capital Management LLC | 9.28% | Add +2.3% | 318,129 | $29.4M |
| Buck Wealth Strategies, LLC | 5.28% | New | 314,485 | $29.1M |
| Stifel Financial Corp. | 0.03% | Add +12.5% | 297,273 | $27.5M |
| FSM Wealth Advisors, LLC | 6.13% | Add +28.1% | 294,962 | $27.3M |
| Bank of New York Mellon Corp | 0.01% | Add +79.3% | 274,491 | $25.4M |
| Flaharty Asset Management, LLC | 3.53% | Add +9.6% | 264,272 | $24.4M |
| Sowell Financial Services LLC | 1.11% | Add +14.7% | 263,203 | $24.3M |
| Avantax Advisory Services, Inc. | 0.15% | Add +22.8% | 262,958 | $24.3M |
| Waverly Advisors, LLC | 0.29% | Add +11.1% | 260,826 | $24.1M |
| Southland Equity Partners LLC | 5.52% | Reduce -0.0% | 256,583 | $23.7M |
| Goldstein Advisors, LLC | 3.36% | Add +0.2% | 248,603 | $23.0M |
| Kelman-Lazarov, Inc. | 4.13% | Add +4.8% | 246,315 | $22.8M |
| Legacy Private Trust Co. | 1.56% | Add +5.6% | 244,720 | $22.6M |
| HighTower Advisors, LLC | 0.03% | Add +8.0% | 243,019 | $22.5M |
| Christian Investment Advisors, Inc. | 14.66% | Add +2.4% | 227,025 | $21.1M |
| GeoWealth Management, LLC | 0.85% | Add +51.6% | 227,621 | $21.0M |
| Your Advocates Ltd., LLP | 7.82% | Add +3.0% | 220,259 | $20.4M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Add +59.7% | 210,351 | $19.5M |
| Horizon Investments, LLC | 0.57% | Reduce -12.4% | 208,369 | $19.1M |
| SimpliFi, Inc. | 8.70% | New | 205,032 | $19.0M |
| Novem Group | 2.50% | Add +10.8% | 191,484 | $17.7M |
| Alpha Cubed Investments, LLC | 0.77% | Reduce -0.8% | 187,465 | $17.3M |
| Freedom Investment Management, Inc. | 1.44% | Reduce -1.3% | 185,478 | $17.2M |
| Stratos Wealth Partners, LTD. | 0.25% | Reduce -2.6% | 172,567 | $16.0M |
| Mutual Advisors, LLC | 0.45% | New | 173,534 | $15.9M |
| Private Advisor Group, LLC | 0.09% | Add +10.1% | 166,992 | $15.4M |
| MML Investors Services, LLC | 0.05% | Add +5.0% | 166,112 | $15.4M |
| PNC Financial Services Group, Inc. | 0.01% | Add +2.5% | 162,815 | $15.1M |
| PAX Financial Group, LLC | 2.67% | Add +3.8% | 162,685 | $15.0M |
| Cornerstone Wealth Management, LLC | 1.01% | Reduce -3.1% | 160,896 | $14.9M |
| Mariner, LLC | 0.02% | Reduce -1.3% | 142,710 | $13.2M |
| Kwmg, LLC | 1.28% | Add +2.5% | 135,988 | $12.6M |
| Gotham Asset Management | 0.10% | Add +517.2% | 134,763 | $12.5M |
| AdvisorNet Financial, Inc | 0.92% | Add +25.2% | 133,355 | $12.3M |
| Captrust Financial Advisors | 0.03% | Reduce -6.8% | 132,535 | $12.3M |
| Vicus Capital | 1.14% | Reduce -1.4% | 132,296 | $12.2M |
| Clearstead Advisors, LLC | 0.19% | Add +2.3% | 129,510 | $12.0M |
| Sheridan Capital Management, LLC | 8.58% | Reduce -0.2% | 127,378 | $11.8M |
| Bouvel Investment Partners, LLC | 4.40% | Add +1.6% | 123,759 | $11.7M |
| B. Riley Wealth Advisors, Inc. | 0.35% | Reduce -2.2% | 123,046 | $11.4M |
| M Holdings Securities, Inc. | 1.88% | Add +5.0% | 122,396 | $11.3M |
| Bleakley Financial Group, LLC | 0.36% | Add +1.8% | 121,925 | $11.3M |
| Dunhill Financial, LLC | 5.08% | Reduce -5.9% | 120,787 | $11.2M |
| Mullooly Asset Management, Inc. | 5.07% | — | 120,725 | $11.2M |
| Acima Private Wealth, LLC | 3.88% | Reduce -18.6% | 116,923 | $10.8M |
| Founders Financial Securities LLC | 0.91% | Add +7.9% | 116,957 | $10.7M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -19.4% | 113,856 | $10.5M |
| Smart Portfolios, LLC | 11.15% | Reduce -1.9% | 110,948 | $10.3M |
| Truist Financial Corp. | 0.02% | Add +86.5% | 110,485 | $10.2M |
| Valley National Advisers Inc. | 1.83% | Add +2.9% | 109,798 | $10.2M |
| TD Capital Management LLC | 1.01% | Add +6.1% | 108,279 | $10.0M |
| IFG Advisory, LLC | 0.55% | Add +1.4% | 106,835 | $9.9M |
| Farther Finance Advisors, LLC | 0.24% | Add +239.2% | 102,646 | $9.5M |
| Gould Asset Management LLC | 1.95% | Add +11.1% | 102,206 | $9.5M |
| GM Advisory Group, LLC | 0.50% | Reduce -0.7% | 100,483 | $9.3M |
| Harbour Investments, Inc. | 0.26% | Add +11.9% | 99,134 | $9.2M |
| Goldman Sachs Group Inc. | 0.00% | New | 98,646 | $9.1M |
| Steph & Co. | 3.26% | Reduce -7.0% | 98,151 | $9.1M |
| MorganRosel Wealth Management, LLC | 2.75% | Add +35.1% | 97,903 | $9.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +28.8% | 93,012 | $8.6M |
| Destination Wealth Management | 0.27% | Reduce -1.2% | 92,547 | $8.6M |
| Parr McKnight Wealth Management Group, LLC | 1.22% | New | 91,701 | $8.5M |
| WealthShield Partners, LLC | 1.07% | Reduce -1.1% | 89,882 | $8.3M |
| John W. Brooker & Co., CPAs | 3.35% | Reduce -36.3% | 87,605 | $8.1M |
| First National Corp. /Ma/ | 1.79% | Add +7.5% | 87,483 | $8.1M |
| Visionary Wealth Advisors | 0.48% | Add +3.0% | 86,288 | $8.0M |
| Treasure Coast Financial Planning | 4.86% | Add +2.4% | 84,846 | $7.8M |
| Allworth Financial LP | 0.04% | Reduce -5.1% | 86,017 | $7.8M |
| Sagespring Wealth Partners, LLC | 0.19% | Add +829.5% | 80,329 | $7.4M |
| Integrated Wealth Concepts LLC | 0.09% | Reduce -3.2% | 79,236 | $7.3M |
| Halbert Hargrove Global Advisors, LLC | 0.41% | Add +3.5% | 78,815 | $7.3M |
"% 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.