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 |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -0.1% | 77,903 | $7.2M |
| Orion Portfolio Solutions, LLC | 0.07% | Reduce -0.1% | 77,903 | $7.2M |
| Moneta Group Investment Advisors LLC | 0.10% | Add +14.1% | 77,218 | $7.1M |
| Connecticut Wealth Management, LLC | 0.37% | Add +4.2% | 76,041 | $7.0M |
| McGrath & Associates, Inc. | 12.75% | Add +96.2% | 75,534 | $7.0M |
| Darwin Wealth Management, LLC | 2.32% | No change | 76,319 | $6.9M |
| Csenge Advisory Group | 0.39% | Reduce -2.5% | 75,820 | $6.9M |
| Denver PWM, LLC | 2.35% | Reduce -1.9% | 70,577 | $6.5M |
| Tounjian Advisory Partners, LLC | 1.17% | — | 67,290 | $6.2M |
| Nations Financial Group Inc, /Ia/ | 0.47% | Add +1.8% | 65,975 | $6.1M |
| Syverson Strege & Co | 1.95% | Add +1.6% | 65,715 | $6.1M |
| Pacifica Partners Inc. | 2.73% | Add +0.3% | 64,318 | $6.0M |
| &partners | 0.06% | Add +13.6% | 62,507 | $5.8M |
| Hamilton Wealth, LLC | 1.37% | Reduce -10.4% | 61,385 | $5.7M |
| Eclectic Associates Inc. | 1.47% | Add +91.1% | 59,397 | $5.5M |
| Emergent Wealth Advisors, LLC | 3.96% | Add +107.4% | 59,153 | $5.5M |
| Total Investment Management Inc. | 0.71% | Add +7.1% | 58,967 | $5.5M |
| Focus Partners Wealth | 0.01% | Add +1675.3% | 58,619 | $5.4M |
| CarsonAllaria Wealth Management, Ltd. | 3.14% | Add +6.0% | 58,604 | $5.4M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +94.3% | 56,998 | $5.3M |
| Security Financial Services, INC. | 1.04% | Add +34.9% | 56,809 | $5.3M |
| Linscomb Wealth, Inc. | 0.25% | Add +32.5% | 55,360 | $5.1M |
| Bank of Montreal | 0.00% | Reduce -8.0% | 54,605 | $5.0M |
| Secured Retirement Advisors, LLC | 3.25% | New | 54,470 | $5.0M |
| D.A. Davidson & Co. | 0.04% | Reduce -6.7% | 53,815 | $5.0M |
| Aviance Capital Partners, LLC | 0.68% | Add +10.0% | 52,238 | $4.8M |
| USAdvisors Wealth Management, LLC | 1.68% | Add +96.3% | 52,216 | $4.8M |
| Citadel Advisors | 0.00% | Reduce -54.4% | 51,416 | $4.8M |
| Creative Planning | 0.00% | Add +187.2% | 50,750 | $4.7M |
| Cornerstone Advisory, LLC | 0.53% | Add +1.6% | 50,328 | $4.6M |
| Cooper Financial Group | 0.60% | Add +72.9% | 48,919 | $4.5M |
| Prudent Investors Network, Inc. | 1.28% | Reduce -88.5% | 48,700 | $4.5M |
| Del-Sette Capital Management, LLC | 3.50% | Reduce -2.5% | 48,217 | $4.5M |
| Goodman Advisory Group, LLC | 1.35% | Add +8.8% | 47,872 | $4.4M |
| Baird Financial Group, Inc. | 0.01% | Add +2.7% | 47,707 | $4.4M |
| Essential Planning, LLC. | 1.75% | Reduce -97.5% | 47,023 | $4.3M |
| Elevated Capital Advisors, LLC | 1.21% | Reduce -21.9% | 46,833 | $4.3M |
| Hutchens & Kramer Investment Management Group, LLC | 2.36% | Add +10.4% | 46,283 | $4.3M |
| Jmac Enterprises LLC | 1.01% | Add +6.3% | 46,213 | $4.3M |
| Blue Oak Capital, LLC | 2.33% | Add +33.8% | 45,744 | $4.2M |
| Intelligence Driven Advisers, LLC | 0.81% | Reduce -8.7% | 45,730 | $4.2M |
| Lunt Capital Management, Inc. | 1.53% | Add +8.8% | 45,406 | $4.2M |
| Freedom Financial Partners LLC | 1.96% | Add +3.5% | 45,403 | $4.2M |
| Affiance Financial, LLC | 0.97% | Add +24.0% | 44,925 | $4.2M |
| BCS Wealth Management | 1.03% | Add +17.2% | 43,314 | $4.0M |
| Roger Wittlin Investment Advisory, LLC | 2.32% | Add +0.4% | 42,959 | $4.0M |
| Milestone Asset Management, LLC | 0.84% | Reduce -7.0% | 42,406 | $3.9M |
| Cibc World Market Inc. | 0.01% | Add +0.5% | 40,787 | $3.8M |
| DAVENPORT & Co LLC | 0.02% | Add +8.1% | 40,338 | $3.7M |
| Comerica Bank | 0.02% | Reduce -5.5% | 40,263 | $3.7M |
| Strategic Advisors LLC | 0.71% | Add +2.7% | 39,942 | $3.7M |
| Traction Financial Partners, LLC | 2.86% | Reduce -2.1% | 39,590 | $3.7M |
| First Hawaiian Bank | 0.52% | Reduce -3.0% | 38,201 | $3.5M |
| Advisory Services Network, LLC | 0.07% | Add +51.2% | 37,873 | $3.5M |
| Geneos Wealth Management Inc. | 0.12% | Add +2.0% | 37,265 | $3.4M |
| Jones Financial Companies LLLP | 0.00% | Add +49.7% | 36,957 | $3.4M |
| Stratos Wealth Advisors, LLC | 0.18% | New | 36,212 | $3.3M |
| Capital Planning LLC | 0.93% | Add +7.1% | 35,851 | $3.3M |
| Retirement Planning Group, LLC | 0.15% | Reduce -32.1% | 35,293 | $3.3M |
| Koshinski Asset Management, Inc. | 0.26% | Add +9.9% | 33,143 | $3.1M |
| EWG Elevate Inc. | 1.16% | Add +36.5% | 33,085 | $3.1M |
| Barnes Wealth Management Group, Inc | 1.96% | Add +11.9% | 32,974 | $3.0M |
| Capital Planning Advisors, LLC | 0.46% | Reduce -16.3% | 32,533 | $3.0M |
| Essex Financial Services, Inc. | 0.22% | Reduce -1.1% | 32,452 | $3.0M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -91.4% | 31,862 | $2.9M |
| D'Orazio & Associates, Inc. | 0.43% | Reduce -3.1% | 30,823 | $2.9M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -4.8% | 30,507 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.1% | 29,691 | $2.7M |
| Fairway Financial, LLC | 2.34% | Add +7.0% | 27,901 | $2.6M |
| Menard Financial Group LLC | 1.61% | Reduce -0.1% | 26,960 | $2.5M |
| Wealth Advisors of Iowa, LLC | 1.05% | Add +60.5% | 26,359 | $2.4M |
| Fortitude Financial, LLC | 2.28% | No change | 25,876 | $2.4M |
| Insight Wealth Partners, LLC | 1.43% | Add +0.9% | 25,791 | $2.4M |
| Family Firm, Inc. | 0.53% | Reduce -0.0% | 25,710 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +4.1% | 25,268 | $2.3M |
| Equitable Holdings, Inc. | 0.02% | Add +13.2% | 25,018 | $2.3M |
| Hollencrest Capital Management | 0.10% | Reduce -7.1% | 24,858 | $2.3M |
| Womack Financial LLC | 2.07% | Reduce -3.7% | 24,509 | $2.3M |
| OneAscent Financial Services LLC | 0.15% | Reduce -29.5% | 24,346 | $2.3M |
| Accredited Wealth Management, LLC | 1.89% | Add +15.9% | 24,188 | $2.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.05% | Add +2.7% | 22,920 | $2.1M |
| Taylor & Morgan Wealth Management, LLC | 1.56% | Add +3.7% | 22,368 | $2.1M |
| Keyvantage Wealth, LLC | 0.98% | Reduce -64.8% | 21,850 | $2.0M |
| Brookstone Capital Management | 0.03% | Reduce -79.2% | 21,550 | $2.0M |
| Asset Allocation Strategies LLC | 0.47% | New | 20,431 | $1.9M |
| National Bank of Canada | 0.00% | Reduce -28.1% | 20,269 | $1.9M |
| Northwest Financial Advisors | 1.49% | Add +32.6% | 19,487 | $1.8M |
| Pinnacle Financial Group, LLC / IL | 0.62% | Add +181.4% | 18,581 | $1.7M |
| Citigroup Inc. | 0.00% | Add +0.6% | 18,566 | $1.7M |
| Sumitomo Mitsui Financial Group, Inc. | 0.03% | Reduce -2.1% | 18,080 | $1.7M |
| Retireful, LLC | 1.58% | New | 18,060 | $1.7M |
| Kingsview Wealth Management, LLC | 0.03% | Add +39.3% | 17,781 | $1.6M |
| University of Texas/Texas Am Investment Management Co. | 0.28% | No change | 17,742 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +3.2% | 17,667 | $1.6M |
| Berger Financial Group, Inc | 0.11% | Add +2.7% | 16,586 | $1.5M |
| EverSource Wealth Advisors, LLC | 0.08% | Add +1492.6% | 16,404 | $1.5M |
| L & S Advisors Inc | 0.21% | No change | 16,296 | $1.5M |
| Wedbush Securities Inc. | 0.06% | Add +2.5% | 16,214 | $1.5M |
| Fragasso Financial Advisors Inc | 0.11% | Reduce -16.5% | 15,911 | $1.5M |
| Silver Oak Securities, Incorporated | 0.14% | Reduce -7.3% | 15,762 | $1.5M |
| Dudley Capital Management, LLC | 0.77% | No change | 15,510 | $1.4M |
| Patten Group, Inc. | 0.32% | Add +10.4% | 15,276 | $1.4M |
| Lido Advisors, LLC | 0.01% | New | 14,983 | $1.4M |
| Tranquilli Financial Advisor LLC | 0.85% | Add +102.0% | 14,600 | $1.4M |
| Maia Wealth LLC | 0.30% | Add +20.0% | 14,714 | $1.3M |
| Aristides Capital LLC | 0.49% | No change | 14,337 | $1.3M |
| Parallel Advisors, LLC | 0.03% | Reduce -3.6% | 13,892 | $1.3M |
| Wolf Group Capital Advisors | 0.42% | Add +105.1% | 13,646 | $1.3M |
| Westside Investment Management, Inc. | 0.27% | Reduce -3.0% | 13,566 | $1.3M |
| TD Waterhouse Canada Inc. | 0.01% | Add +0.0% | 13,488 | $1.2M |
| GPS Wealth Strategies Group, LLC | 0.17% | Add +9746.3% | 13,391 | $1.2M |
| Beacon Financial Planning, Inc. | 0.71% | Reduce -13.2% | 13,388 | $1.2M |
| Richard W. Paul & Associates, LLC | 0.48% | New | 13,370 | $1.2M |
| Valmark Advisers, Inc. | 0.02% | Add +49.6% | 13,330 | $1.2M |
| Patten & Patten Inc. | 0.08% | New | 13,175 | $1.2M |
| Krilogy Financial LLC | 0.08% | Add +1.1% | 13,172 | $1.2M |
| Caldwell Sutter Capital, Inc. | 0.58% | Reduce -0.6% | 13,114 | $1.2M |
| MFA Wealth Services | 0.97% | Add +3.2% | 12,715 | $1.2M |
| VSM Wealth Advisory, LLC | 0.41% | Add +0.4% | 12,379 | $1.1M |
| Brasada Capital Management, LP | 0.22% | Add +7.8% | 12,393 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +80.8% | 12,071 | $1.1M |
| Strata Wealth Advisors, LLC | 0.35% | No change | 12,050 | $1.1M |
| Beacon Financial Advisory LLC | 0.34% | Reduce -6.3% | 12,006 | $1.1M |
| FSA Investment Group, LLC | 0.93% | Reduce -2.4% | 11,836 | $1.1M |
| 1620 Investment Advisors, Inc. | 0.85% | Add +3.1% | 11,790 | $1.1M |
| Strategic Blueprint, LLC | 0.06% | Add +18.2% | 11,788 | $1.1M |
| Continuum Advisory, LLC | 0.14% | Add +6.5% | 11,578 | $1.1M |
| PFG Advisors | 0.06% | Reduce -20.1% | 11,428 | $1.1M |
| Independent Financial Group, LLC | 0.04% | Add +0.3% | 11,333 | $1.0M |
| Rovin Capital /Ut/ | 0.34% | Reduce -7.3% | 11,304 | $1.0M |
| Ameriflex Group, Inc. | 0.43% | Add +4.5% | 11,298 | $1.0M |
| Watts Gwilliam & Co., LLC | 0.23% | Reduce -1.4% | 11,283 | $1.0M |
| Ramiah Investment Group | 0.99% | Reduce -12.8% | 11,169 | $1.0M |
| Waterfront Wealth Inc. | 0.25% | Reduce -16.2% | 11,079 | $1.0M |
| Moloney Securities Asset Management, LLC | 0.14% | Add +3.2% | 11,005 | $1.0M |
| Romano Brothers and Company | 0.13% | Add +17.3% | 10,910 | $1.0M |
| Advisor OS, LLC | 0.11% | Add +45.5% | 10,838 | $1.0M |
| HCR Wealth Advisors | 0.13% | No change | 10,520 | $973K |
| Vestmark Advisory Solutions, Inc. | 0.03% | New | 10,520 | $973K |
| Arkadios Wealth Advisors | 0.04% | Add +89.0% | 10,477 | $969K |
| Fort Point Capital Partners LLC | 0.11% | No change | 10,250 | $948K |
| Capital Analysts, LLC | 0.04% | Add +204.2% | 10,193 | $943K |
| Stephens Inc. | 0.01% | No change | 10,147 | $938K |
| Cyndeo Wealth Partners, LLC | 0.06% | Reduce -7.8% | 10,105 | $934K |
| CFO4Life Group, LLC | 0.16% | Reduce -7.5% | 10,073 | $931K |
| Pinnacle Associates Ltd. | 0.01% | Add +37.9% | 9,987 | $924K |
| PKS Advisory Services, LLC | 0.25% | Reduce -0.8% | 9,921 | $917K |
| Ameritas Advisory Services, LLC | 0.04% | Add +25.3% | 9,708 | $891K |
| First Foundation Advisors | 0.04% | No change | 9,287 | $859K |
| Thrive Capital Management, LLC | 0.51% | Reduce -18.8% | 9,259 | $856K |
| Base Wealth Management LLC | 0.64% | — | 9,153 | $846K |
| Wilmington Savings Fund Society, FSB | 0.02% | No change | 9,145 | $846K |
| Droms Strauss Advisors Inc. /Mo/ | 0.29% | Add +4.5% | 9,063 | $838K |
| Atria Investments, Inc | 0.01% | Reduce -40.2% | 8,884 | $821K |
| Eq LLC | 0.38% | Add +0.8% | 8,831 | $817K |
| Principal Securities, Inc. | 0.02% | No change | 8,988 | $813K |
| Arbor Trust Wealth Advisors, LLC | 0.38% | Reduce -0.8% | 8,743 | $808K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.08% | Add +46.0% | 8,706 | $805K |
| Bright Futures Wealth Management, LLC. | 0.89% | Add +1.6% | 8,919 | $803K |
| Ameriprise Financial Inc. | 0.00% | Reduce -36.9% | 8,363 | $773K |
| Crossmark Global Holdings, Inc. | 0.01% | New | 8,322 | $770K |
| Renaissance Technologies | 0.00% | New | 8,300 | $768K |
| SOL Capital Management CO | 0.08% | Add +16.6% | 8,266 | $764K |
| Oppenheimer & Co. Inc. | 0.01% | Add +30.3% | 8,161 | $755K |
| Wall Street Financial Group, Inc. | 0.77% | Reduce -22.2% | 8,064 | $746K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +19.9% | 8,011 | $741K |
| Duncan Williams Asset Management, LLC | 0.25% | Reduce -0.5% | 7,515 | $695K |
| AQR Capital Management | 0.00% | Add +7.6% | 7,486 | $692K |
| Sigma Planning Corp | 0.02% | Reduce -0.0% | 7,369 | $681K |
| Lionshead Wealth Management, LLC | 0.70% | Reduce -41.5% | 7,281 | $673K |
| Lokken Investment Group LLC | 0.28% | New | 7,125 | $659K |
| Creative Financial Designs Inc. | 0.05% | Reduce -3.4% | 7,077 | $654K |
| Asset Management Group, Inc. | 0.12% | Reduce -7.6% | 7,017 | $649K |
| Corient Private Wealth LP | 0.00% | Add +140.4% | 6,990 | $646K |
| Sage Rhino Capital LLC | 0.15% | Reduce -6.9% | 6,845 | $633K |
| LexAurum Advisors, LLC | 0.12% | Add +61.4% | 6,821 | $631K |
| Rehmann Capital Advisory Group | 0.04% | Add +15.2% | 6,801 | $629K |
| Clear Creek Financial Management, LLC | 0.07% | Add +23.3% | 6,797 | $629K |
| Signal Advisors Wealth, LLC | 0.06% | Add +95.1% | 6,761 | $625K |
| Betterment LLC | 0.00% | Add +27.3% | 6,628 | $613K |
| Cardinal Point Capital Management ULC | 0.06% | Reduce -43.1% | 6,625 | $613K |
| Wealthspire Retirement, LLC | 0.05% | Reduce -12.7% | 6,575 | $608K |
| O'Connor Financial Group LLC | 0.31% | New | 6,541 | $605K |
| Burt Wealth Advisors | 0.15% | Add +81.8% | 6,527 | $604K |
| ORG Partners LLC | 0.15% | Reduce -3.4% | 6,499 | $601K |
| Richards, Merrill & Peterson, Inc. | 0.31% | Add +10.7% | 6,384 | $590K |
| Elequin Capital, LP | 0.15% | New | 6,172 | $571K |
| Claris Financial LLC | 0.36% | No change | 6,126 | $554K |
| Williams & Novak, LLC | 0.54% | Add +5.1% | 5,996 | $554K |
| Addison Capital Co | 0.22% | Reduce -12.4% | 5,937 | $549K |
| MAI Capital Management | 0.00% | Reduce -45.4% | 5,912 | $547K |
| Waypoint Wealth Partners Inc. | 0.15% | Add +1.1% | 5,846 | $541K |
| PFG Investments, LLC | 0.03% | Reduce -3.1% | 5,655 | $523K |
| Decker Retirement Planning Inc. | 0.32% | Add +2.7% | 5,535 | $512K |
| Procyon Advisors, LLC | 0.03% | Reduce -39.8% | 5,525 | $511K |
| Macroview Investment Management LLC | 0.48% | Reduce -0.1% | 5,518 | $510K |
| Mayfair Advisory Group, LLC | 0.29% | Reduce -4.4% | 5,422 | $501K |
| Napa Wealth Management | 0.28% | New | 5,409 | $500K |
| Summit Investment Advisory Services, LLC | 0.24% | Reduce -4.9% | 5,355 | $495K |
| International Assets Investment Management, LLC | 0.04% | No change | 5,332 | $493K |
| Investment Advisory Group, LLC | 0.16% | No change | 5,308 | $491K |
| Westmount Partners, LLC | 0.15% | Add +1.0% | 5,190 | $480K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +12.6% | 5,145 | $476K |
| CIBC Asset Management Inc | 0.00% | Add +34.0% | 5,030 | $465K |
| Summa Corp. | 0.27% | No change | 5,000 | $462K |
| Novus Advisors, LLC | 0.46% | Add +14.0% | 4,963 | $459K |
| Consolidated Portfolio Review Corp | 0.07% | Add +88.8% | 4,825 | $446K |
| L.K. Benson & Company, P.C. | 0.31% | Add +0.1% | 4,768 | $441K |
| Cerity Partners LLC | 0.00% | Reduce -21.6% | 4,740 | $438K |
| Gallacher Capital Management LLC | 0.21% | Reduce -0.4% | 4,648 | $430K |
| Prospera Financial Services Inc | 0.01% | Reduce -28.3% | 4,635 | $429K |
| Twin Peaks Wealth Advisors, LLC | 0.19% | Reduce -11.7% | 4,708 | $427K |
| Leisure Capital Management | 0.17% | Reduce -93.7% | 4,529 | $419K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +97.4% | 4,525 | $418K |
| Glen Eagle Advisors, LLC | 0.07% | Add +1.9% | 4,507 | $417K |
| MBL Wealth, LLC | 0.04% | Add +0.0% | 4,467 | $413K |
| Focused Wealth Management, Inc | 0.06% | Reduce -9.1% | 4,394 | $406K |
| Park Avenue Securities LLC | 0.00% | Reduce -45.9% | 4,331 | $401K |
| Kovack Advisors, Inc. | 0.04% | Reduce -18.6% | 4,270 | $395K |
| Lionsbridge Wealth Management LLC | 0.35% | Reduce -7.2% | 4,249 | $393K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 4,125 | $381K |
| Ascentis Independent Advisors | 0.08% | Add +53.3% | 4,108 | $380K |
| Cary Street Partners Financial LLC | 0.01% | Add +21.3% | 4,074 | $377K |
| ACT Advisors, LLC. | 0.20% | Reduce -24.2% | 4,052 | $375K |
| Rothschild Investment LLC | 0.03% | No change | 4,050 | $375K |
| Savant Capital, LLC | 0.00% | Reduce -13.9% | 4,037 | $373K |
| Private Trust Co. NA | 0.04% | Add +14.1% | 4,026 | $372K |
| Physician Wealth Advisors, Inc. | 0.06% | Reduce -29.3% | 4,017 | $371K |
| Moment Partners, LLC | 0.07% | No change | 4,000 | $370K |
| United Advisor Group, LLC | 0.07% | Add +7.5% | 3,934 | $364K |
| Brown, Lisle/Cummings, Inc. | 0.11% | Reduce -17.1% | 3,926 | $363K |
| Hengehold Capital Management LLC | 0.03% | No change | 3,877 | $359K |
| Avaii Wealth Management, LLC | 0.19% | Add +58.0% | 3,808 | $352K |
| OneAscent Wealth Management LLC | 0.15% | Reduce -18.5% | 3,770 | $349K |
| Apella Capital, LLC | 0.01% | Reduce -2.1% | 3,827 | $347K |
| Legacy Edge Advisors, LLC | 0.05% | Reduce -12.6% | 3,578 | $331K |
| Everhart Financial Group, Inc. | 0.05% | New | 3,565 | $330K |
| Keybank National Association | 0.00% | Add +1.0% | 3,552 | $328K |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -30.9% | 3,519 | $325K |
| Crestwood Advisors Group, LLC | 0.01% | Add +24.8% | 3,518 | $325K |
| Flow Traders U.S. LLC | 0.01% | New | 3,514 | $325K |
| Avondale Wealth Management | 0.20% | No change | 3,500 | $324K |
| Ascent Group, LLC | 0.01% | Reduce -1.8% | 3,479 | $322K |
| Rollins Financial Advisors, LLC | 0.06% | Add +26.2% | 3,462 | $320K |
| Keystone Wealth Services, LLC | 0.09% | Reduce -2.5% | 3,447 | $319K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -0.5% | 3,392 | $314K |
| Mather Group, Llc. | 0.00% | No change | 3,355 | $310K |
| Goepper Burkhardt LLC | 0.12% | New | 3,317 | $307K |
| Arax Advisory Partners | 0.02% | New | 3,305 | $306K |
| Advisor Resource Council | 0.02% | New | 3,231 | $299K |
| Fortis Capital Advisors, LLC | 0.06% | Reduce -10.8% | 3,214 | $297K |
| Belpointe Asset Management LLC | 0.02% | Reduce -10.8% | 3,214 | $297K |
| Susquehanna International Group, LLP | 0.00% | New | 3,180 | $294K |
| Synergy Investment Management, LLC | 0.12% | No change | 3,090 | $286K |
| Mainstay Capital Management LLC | 0.04% | No change | 3,062 | $283K |
| Axim Planning & Wealth | 0.24% | Add +28.0% | 2,975 | $275K |
| Artemis Wealth Advisors, LLC | 0.05% | Add +1.3% | 2,912 | $269K |
| Blue Edge Capital, LLC | 0.04% | Add +1.1% | 2,907 | $269K |
| Mechanics Bank Trust Department | 0.04% | Reduce -14.1% | 2,852 | $264K |
| World Investment Advisors | 0.01% | Add +3.8% | 2,848 | $263K |
| BTG Pactual Asset Management US LLC | 0.03% | Reduce -48.3% | 2,839 | $263K |
| Sunbelt Securities, Inc. | 0.02% | No change | 2,832 | $262K |
| Tobias Financial Advisors, Inc. | 0.05% | Add +1.3% | 2,815 | $260K |
| Apexium Financial, LP | 0.02% | New | 2,800 | $259K |
| Advus Financial Partners, LLC | 0.07% | Reduce -12.8% | 2,766 | $256K |
| Stonebridge Financial Planning Group, LLC | 0.12% | No change | 2,741 | $253K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.2% | 2,738 | $253K |
| Vermillion Wealth Management, Inc. | 0.07% | Reduce -1.1% | 2,720 | $252K |
| Colton Groome Financial Advisors, LLC | 0.10% | New | 2,691 | $248K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +12.9% | 2,666 | $247K |
| Old Port Advisors | 0.07% | Reduce -3.8% | 2,665 | $246K |
| Schmidt P J Investment Management Inc. | 0.04% | No change | 2,590 | $239K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +0.1% | 2,580 | $238K |
| Gateway Wealth Partners, LLC | 0.05% | New | 2,500 | $231K |
| Ferguson Shapiro LLC | 0.09% | Reduce -1.0% | 2,490 | $230K |
| BCR Wealth Strategies, LLC | 0.10% | No change | 2,478 | $229K |
| Prosperity Consulting Group, LLC | 0.02% | Add +4.3% | 2,423 | $224K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -56.2% | 2,417 | $223K |
| Landmark Wealth Management, Inc. | 0.11% | Reduce -15.6% | 2,402 | $222K |
| Legacy Capital Wealth Partners, LLC | 0.05% | Add +0.0% | 2,399 | $222K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 2,300 | $213K |
| IHT Wealth Management, LLC | 0.01% | Add +0.1% | 2,268 | $210K |
| StoneX Group Inc. | 0.01% | New | 2,255 | $209K |
| United Capital Financial Advisors, LLC | 0.00% | New | 2,253 | $208K |
| FSA Advisors, Inc. | 0.16% | New | 2,223 | $206K |
| Round Rock Advisors LLC | 0.04% | No change | 2,223 | $206K |
| Evolution Wealth Advisors, LLC | 0.03% | New | 2,177 | $201K |
| IFP Advisors, Inc | 0.01% | Reduce -36.2% | 2,078 | $192K |
| Wagner Wealth Management, LLC | 0.05% | Reduce -0.1% | 2,066 | $191K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 1,903 | $176K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 1,746 | $161K |
| Northwest Capital Management Inc | 0.07% | Add +1.9% | 1,742 | $161K |
| Larson Financial Group LLC | 0.01% | Add +0.4% | 1,598 | $148K |
| Medallion Wealth Advisors, LLC | 0.06% | Reduce -20.9% | 1,503 | $139K |
| US Bancorp \de | 0.00% | Add +26.4% | 1,311 | $121K |
| Elevation Wealth Partners, LLC | 0.05% | Reduce -32.9% | 1,153 | $107K |
| Blair William & Co. | 0.00% | Reduce -17.3% | 971 | $90K |
| Pinnacle Bancorp, Inc. | 0.03% | Add +77.7% | 942 | $87K |
| Pandora Wealth, Inc. | 0.06% | — | 926 | $86K |
| Aspect Partners, LLC | 0.05% | New | 875 | $81K |
| Ogorek Anthony Joseph /NY/ | 0.03% | No change | 839 | $77K |
| Trust Co. of Vermont | 0.00% | Add +0.7% | 780 | $72K |
| Avion Wealth | 0.02% | No change | 723 | $65K |
| Opal Wealth Advisors, LLC | 0.02% | Reduce -92.0% | 662 | $61K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 605 | $56K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -11.1% | 612 | $55K |
| JFS Wealth Advisors, LLC | 0.00% | New | 586 | $54K |
| Assetmark, Inc. | 0.00% | Add +9566.7% | 580 | $54K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +1.3% | 568 | $53K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -92.7% | 522 | $48K |
| SYM FINANCIAL Corp | 0.01% | Add +5.2% | 507 | $47K |
| Parkside Financial Bank & Trust | 0.01% | No change | 500 | $46K |
| SVB Wealth LLC | 0.00% | New | 426 | $39K |
| Allianz Asset Management GmbH | 0.00% | Add +1.8% | 348 | $32K |
| Independence Bank of Kentucky | 0.01% | No change | 346 | $32K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 295 | $27K |
| Bogart Wealth, LLC | 0.00% | No change | 276 | $26K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Add +0.8% | 269 | $25K |
| Quest 10 Wealth Builders, Inc. | 0.03% | No change | 259 | $24K |
| Franklin Resources Inc. | 0.00% | No change | 250 | $23K |
| Millstone Evans Group, LLC | 0.02% | No change | 246 | $23K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 240 | $22K |
| Transce3nd, LLC | 0.01% | Reduce -23.3% | 234 | $22K |
| First Community Trust NA | 0.02% | No change | 221 | $20K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -81.2% | 220 | $20K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 211 | $20K |
| Park Square Financial Group, LLC | 0.01% | No change | 200 | $18K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -25.1% | 197 | $18K |
| Keystone Global Partners, LLC | 0.01% | — | 192 | $18K |
| CoreCap Advisors, LLC | 0.00% | Add +171.2% | 179 | $17K |
| Morris Financial Concepts, Inc. | 0.01% | New | 151 | $14K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -92.5% | 140 | $13K |
| Mascoma Wealth Management LLC | 0.00% | Reduce -67.0% | 136 | $13K |
| First Horizon Advisors, Inc. | 0.00% | Add +102.3% | 89 | $8K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 88 | $8K |
| 2UniFi Bank | 0.01% | No change | 86 | $8K |
| Capital A Wealth Management, LLC | 0.01% | New | 66 | $6K |
| Eastern Bank | 0.00% | No change | 50 | $5K |
| Beacon Capital Management, LLC | 0.00% | New | 47 | $4K |
| McIlrath & Eck, LLC | 0.00% | No change | 45 | $4K |
| Sound Income Strategies, LLC | 0.00% | Reduce -58.3% | 45 | $4K |
| Promus Capital, LLC | 0.00% | No change | 39 | $4K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 35 | $3K |
| Caldwell Trust Co | 0.00% | No change | 34 | $3K |
| Princeton Global Asset Management LLC | 0.00% | No change | 33 | $3K |
| Hurley Capital, LLC | 0.00% | New | 29 | $3K |
| Spire Wealth Management | 0.00% | No change | 22 | $2K |
| Russell Investments Group, Ltd. | 0.00% | New | 21 | $2K |
| Bfsg, LLC | 0.00% | No change | 20 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 13 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 10 | $925 |
| PSI Advisors, LLC | 0.00% | No change | 8 | $740 |
| Versant Capital Management, Inc | 0.00% | No change | 8 | $740 |
| Kiker Wealth Management, LLC | 0.00% | New | 7 | $647 |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -77.4% | 7 | $647 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 3 | $303 |
| Valley Wealth Managers, Inc. | 0.00% | No change | 1 | $78 |
"% 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.