PIMCO Active Bond Exchange-TBONDETF
13F holders, Q2 2025 (June 30)470holders +13
40new positions
32sold out
3famous investors
$92.16avg. 13F price*
At the end of Q2 2025, 470 institutions reported holding PIMCO Active Bond Exchange-T (BOND) in their 13F filings, up 13 from Q1 2025. 40 opened new positions and 32 sold out. The largest holders were Cwm, LLC ($356.1M), Morgan Stanley ($258.3M) and Envestnet Asset Management Inc. ($201.0M). 3 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- PIMCO Active Bond Exchange-T
- Filed as
- PIMCO ETF TR (Q2 2025)
- CUSIP
- 72201R775
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $216.8M |
| Exits | 32 | $37.2M |
All 13F filers, Q1 2025 → Q2 2025: 5,010,350 shares bought and 3,759,254 shares sold, net +1,251,096 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 470 holders
| Cwm, LLC | 1.26% | Reduce -7.0% | 3,863,241 | $356.1M |
| Morgan Stanley | 0.02% | Reduce -11.0% | 2,802,150 | $258.3M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -8.2% | 2,180,473 | $201.0M |
| LPL Financial LLC | 0.06% | Add +14.8% | 2,076,626 | $191.4M |
| Osaic Holdings, Inc. | 0.28% | Add +1.9% | 1,717,084 | $158.3M |
| Tectonic Advisors LLC | 8.55% | Reduce -1.8% | 1,595,626 | $147.1M |
| Wells Fargo & Company | 0.03% | Reduce -6.6% | 1,411,516 | $130.1M |
| OneDigital Investment Advisors LLC | 1.36% | Add +4.7% | 1,329,244 | $122.5M |
| Bank of America Corp. | 0.01% | Add +7.4% | 1,082,266 | $99.8M |
| UBS Group AG | 0.02% | Add +8.2% | 944,125 | $87.0M |
| NewEdge Advisors, LLC | 0.42% | Add +6.7% | 886,349 | $81.7M |
| Great Valley Advisor Group, Inc. | 1.81% | New | 885,438 | $81.6M |
| AE Wealth Management LLC | 0.55% | Add +26.6% | 817,675 | $75.4M |
| CreativeOne Wealth, LLC | 1.81% | Reduce -1.7% | 751,657 | $69.3M |
| JPMorgan Chase & Co. | 0.00% | Add +7.4% | 678,188 | $62.5M |
| Koss-Olinger Consulting, LLC | 4.99% | Reduce -3.0% | 659,337 | $60.8M |
| Vickerman Investment Advisors, Inc. | 12.71% | Add +5.0% | 641,509 | $59.1M |
| Royal Bank of Canada | 0.01% | Reduce -1.7% | 573,520 | $52.9M |
| Sand Hill Global Advisors, LLC | 1.82% | Add +4.4% | 531,018 | $48.9M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -9.0% | 498,494 | $46.0M |
| Mercer Global Advisors Inc. | 0.10% | Add +38.2% | 494,961 | $45.6M |
| Concurrent Investment Advisors, LLC | 0.88% | Add +9.4% | 490,381 | $45.2M |
| Raymond James Financial Inc. | 0.02% | Reduce -38.2% | 486,794 | $44.9M |
| Cetera Investment Advisers | 0.07% | Reduce -10.5% | 455,516 | $42.0M |
| Heirloom Wealth Management | 10.76% | New | 442,263 | $40.8M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -3.4% | 442,461 | $40.5M |
| Stifel Financial Corp. | 0.04% | Add +38.4% | 411,426 | $37.9M |
| Scotia Capital Inc. | 0.16% | Reduce -17.9% | 377,199 | $34.8M |
| Buck Wealth Strategies, LLC | 5.26% | Add +19.1% | 374,586 | $34.5M |
| BNP Paribas Financial Markets | 0.03% | Add +5.0% | 370,457 | $34.1M |
| FSM Wealth Advisors, LLC | 5.24% | Add +19.7% | 352,973 | $32.2M |
| Kestra Advisory Services, LLC | 0.15% | Reduce -14.7% | 335,148 | $30.9M |
| Avantax Advisory Services, Inc. | 0.16% | Add +20.9% | 317,898 | $29.3M |
| Hudson Capital Management LLC | 8.50% | Reduce -1.0% | 314,942 | $29.0M |
| Flaharty Asset Management, LLC | 3.43% | Add +2.8% | 271,697 | $25.0M |
| Southland Equity Partners LLC | 5.39% | Add +3.9% | 266,536 | $24.6M |
| Horizon Investments, LLC | 0.38% | Add +24.7% | 259,919 | $23.8M |
| Sowell Financial Services LLC | 0.96% | Reduce -2.9% | 255,471 | $23.5M |
| HighTower Advisors, LLC | 0.03% | Add +2.8% | 249,712 | $23.0M |
| Captrust Financial Advisors | 0.05% | Add +84.8% | 244,854 | $22.6M |
| Goldstein Advisors, LLC | 3.01% | Reduce -2.2% | 243,078 | $22.4M |
| Kelman-Lazarov, Inc. | 3.58% | Reduce -2.6% | 239,862 | $22.1M |
| Cornerstone Wealth Management, LLC | 1.34% | Add +48.4% | 238,710 | $22.0M |
| Waverly Advisors, LLC | 0.24% | Reduce -10.3% | 233,951 | $21.6M |
| Exchange Traded Concepts, LLC | 0.27% | New | 227,149 | $20.9M |
| Your Advocates Ltd., LLP | 7.46% | Add +2.3% | 225,243 | $20.8M |
| O'Connor Financial Group LLC | 8.97% | Add +3299.5% | 222,363 | $20.3M |
| Alpha Cubed Investments, LLC | 0.77% | Add +17.1% | 219,571 | $20.2M |
| Legacy Private Trust Co. | 1.29% | Reduce -11.6% | 216,419 | $19.9M |
| Jane Street Group, LLC | 0.03% | New | 215,452 | $19.9M |
| RFG Advisory, LLC | 0.45% | Reduce -52.4% | 209,352 | $19.3M |
| SimpliFi, Inc. | 8.49% | Add +1.9% | 208,921 | $19.3M |
| Novem Group | 2.39% | Add +6.5% | 203,918 | $18.8M |
| Private Advisor Group, LLC | 0.10% | Add +21.0% | 202,000 | $18.6M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Reduce -9.8% | 189,672 | $17.5M |
| MML Investors Services, LLC | 0.05% | Add +9.1% | 181,184 | $16.7M |
| Crestmont Private Wealth LLC | 6.00% | New | 180,153 | $16.6M |
| Freedom Investment Management, Inc. | 1.26% | Reduce -7.3% | 171,931 | $15.8M |
| Stratos Wealth Partners, LTD. | 0.21% | Reduce -2.2% | 168,792 | $15.6M |
| PNC Financial Services Group, Inc. | 0.01% | Add +1.7% | 165,571 | $15.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -42.1% | 158,815 | $14.6M |
| Mariner, LLC | 0.02% | Add +3.7% | 147,953 | $13.6M |
| GeoWealth Management, LLC | 0.51% | Reduce -38.2% | 140,633 | $13.0M |
| Kwmg, LLC | 1.18% | Add +0.5% | 136,700 | $12.6M |
| Gotham Asset Management | 0.08% | Add +1.1% | 136,235 | $12.6M |
| Bouvel Investment Partners, LLC | 4.17% | Add +8.1% | 133,748 | $12.3M |
| Vicus Capital | 1.02% | Add +0.3% | 132,737 | $12.2M |
| PAX Financial Group, LLC | 2.29% | Reduce -20.2% | 129,846 | $12.0M |
| Bleakley Financial Group, LLC | 0.30% | Add +5.5% | 128,598 | $11.9M |
| M Holdings Securities, Inc. | 2.01% | Add +3.8% | 127,065 | $11.7M |
| Mullooly Asset Management, Inc. | 4.90% | Add +4.9% | 126,626 | $11.7M |
| Sheridan Capital Management, LLC | 8.05% | Reduce -0.6% | 126,576 | $11.7M |
| Steph & Co. | 3.50% | Add +19.2% | 116,992 | $10.8M |
| Valley National Advisers Inc. | 1.72% | Add +4.3% | 114,524 | $10.6M |
| Truist Financial Corp. | 0.02% | Add +3.4% | 114,183 | $10.5M |
| TD Capital Management LLC | 0.99% | Add +4.7% | 113,366 | $10.5M |
| Founders Financial Securities LLC | 0.79% | Reduce -3.3% | 113,157 | $10.4M |
| Dunhill Financial, LLC | 3.00% | Reduce -7.0% | 112,283 | $10.4M |
| Clearstead Advisors, LLC | 0.14% | Reduce -14.6% | 110,609 | $10.2M |
| Smart Portfolios, LLC | 10.12% | Reduce -1.8% | 108,984 | $10.0M |
| Parr McKnight Wealth Management Group, LLC | 1.36% | Add +17.6% | 107,834 | $9.9M |
| Acima Private Wealth, LLC | 3.33% | Reduce -9.4% | 105,935 | $9.8M |
| Gould Asset Management LLC | 1.89% | Add +2.5% | 104,772 | $9.7M |
| AdvisorNet Financial, Inc | 0.62% | Reduce -21.6% | 104,586 | $9.6M |
| Hutchens & Kramer Investment Management Group, LLC | 4.32% | Add +122.1% | 102,777 | $9.4M |
| McGrath & Associates, Inc. | 15.25% | Add +34.5% | 101,588 | $9.4M |
| Harbour Investments, Inc. | 0.24% | Add +2.1% | 101,210 | $9.3M |
| MorganRosel Wealth Management, LLC | 2.53% | Add +2.8% | 100,672 | $9.3M |
| GM Advisory Group, LLC | 0.46% | Add +0.1% | 100,554 | $9.3M |
| Eclectic Associates Inc. | 2.01% | Add +68.7% | 100,228 | $9.2M |
| Creekmur Asset Management LLC | 1.61% | New | 98,606 | $9.1M |
| First National Corp. /Ma/ | 1.81% | Add +11.3% | 97,409 | $9.0M |
| Destination Wealth Management | 0.26% | Add +2.5% | 94,872 | $8.7M |
| B. Riley Wealth Advisors, Inc. | 0.42% | Reduce -22.9% | 94,867 | $8.7M |
| Sagespring Wealth Partners, LLC | 0.19% | Add +16.3% | 93,437 | $8.6M |
| MRA Advisory Group | 3.92% | New | 90,865 | $8.4M |
| Stratos Wealth Advisors, LLC | 0.44% | Add +147.6% | 89,654 | $8.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -6.4% | 87,074 | $8.0M |
| Allworth Financial LP | 0.04% | Add +1.0% | 86,900 | $8.0M |
| Farther Finance Advisors, LLC | 0.16% | Reduce -15.5% | 86,779 | $8.0M |
"% 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.