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 |
| Treasure Coast Financial Planning | 4.66% | Add +2.2% | 86,701 | $8.0M |
| IFG Advisory, LLC | 0.40% | Reduce -18.9% | 86,684 | $8.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -26.1% | 84,115 | $7.8M |
| Visionary Wealth Advisors | 0.37% | Reduce -8.0% | 79,395 | $7.3M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +1.0% | 78,716 | $7.3M |
| Halbert Hargrove Global Advisors, LLC | 0.38% | Reduce -1.1% | 77,972 | $7.2M |
| Moneta Group Investment Advisors LLC | 0.08% | Reduce -1.2% | 76,308 | $7.0M |
| Integrated Wealth Concepts LLC | 0.07% | Reduce -4.3% | 75,831 | $7.0M |
| WealthShield Partners, LLC | 0.84% | Reduce -16.0% | 75,465 | $7.0M |
| Csenge Advisory Group | 0.36% | Reduce -1.2% | 74,944 | $6.8M |
| Darwin Wealth Management, LLC | 2.26% | Reduce -7.3% | 70,767 | $6.5M |
| Susquehanna International Group, LLP | 0.01% | Add +2043.5% | 68,164 | $6.3M |
| Denver PWM, LLC | 1.96% | Reduce -3.5% | 68,088 | $6.3M |
| Nations Financial Group Inc, /Ia/ | 0.43% | Add +2.6% | 67,661 | $6.2M |
| D.A. Davidson & Co. | 0.04% | Add +25.0% | 67,275 | $6.2M |
| Connecticut Wealth Management, LLC | 0.30% | Reduce -11.5% | 67,265 | $6.2M |
| Syverson Strege & Co | 1.44% | Add +0.8% | 66,265 | $6.1M |
| Tounjian Advisory Partners, LLC | 1.16% | Reduce -3.8% | 64,716 | $6.0M |
| Pacifica Partners Inc. | 2.41% | Add +0.7% | 64,770 | $5.9M |
| Sanctuary Advisors, LLC | 0.04% | Add +101.2% | 64,107 | $5.9M |
| Global Retirement Partners, LLC | 0.15% | — | 63,678 | $5.9M |
| Emergent Wealth Advisors, LLC | 3.72% | Add +3.4% | 61,167 | $5.8M |
| USAdvisors Wealth Management, LLC | 2.14% | Add +19.8% | 62,538 | $5.8M |
| CarsonAllaria Wealth Management, Ltd. | 2.99% | Add +3.2% | 60,500 | $5.6M |
| Secured Retirement Advisors, LLC | 3.30% | Add +10.1% | 59,986 | $5.5M |
| Linscomb Wealth, Inc. | 0.25% | Add +7.8% | 59,663 | $5.5M |
| Security Financial Services, INC. | 0.95% | Add +2.3% | 58,114 | $5.4M |
| Total Investment Management Inc. | 0.77% | Reduce -1.5% | 58,086 | $5.4M |
| Jones Financial Companies LLLP | 0.00% | Add +56.9% | 57,970 | $5.3M |
| Focus Partners Wealth | 0.01% | Reduce -1.8% | 57,538 | $5.3M |
| Roger Wittlin Investment Advisory, LLC | 2.89% | Add +30.9% | 56,253 | $5.2M |
| Lunt Capital Management, Inc. | 1.93% | Add +20.2% | 54,562 | $5.0M |
| Aviance Capital Partners, LLC | 0.65% | Add +3.3% | 53,964 | $5.0M |
| BCS Wealth Management | 1.07% | Add +24.1% | 53,741 | $5.0M |
| Jmac Enterprises LLC | 1.05% | Add +15.5% | 53,364 | $4.9M |
| Hamilton Wealth, LLC | 1.08% | Reduce -14.7% | 52,387 | $4.8M |
| Blue Oak Capital, LLC | 2.46% | Add +11.0% | 50,794 | $4.7M |
| Bank of Montreal | 0.00% | Reduce -7.7% | 50,376 | $4.6M |
| Cornerstone Advisory, LLC | 0.48% | Reduce -3.6% | 48,511 | $4.5M |
| Baird Financial Group, Inc. | 0.01% | Add +1.1% | 48,254 | $4.4M |
| Affiance Financial, LLC | 0.89% | Add +5.3% | 47,306 | $4.4M |
| Elevated Capital Advisors, LLC | 1.21% | No change | 46,833 | $4.3M |
| Freedom Financial Partners LLC | 1.82% | Add +2.9% | 46,709 | $4.3M |
| Del-Sette Capital Management, LLC | 2.97% | Reduce -3.8% | 46,378 | $4.3M |
| DAVENPORT & Co LLC | 0.02% | Add +14.0% | 45,993 | $4.2M |
| Essential Planning, LLC. | 1.55% | Reduce -4.2% | 45,069 | $4.2M |
| Patten & Patten Inc. | 0.27% | Add +241.2% | 44,950 | $4.1M |
| Milestone Asset Management, LLC | 0.84% | Add +1.3% | 42,962 | $4.0M |
| Cibc World Market Inc. | 0.01% | Add +5.0% | 42,817 | $3.9M |
| Prudent Investors Network, Inc. | 1.06% | Reduce -12.6% | 42,557 | $3.9M |
| Cooper Financial Group | 0.45% | Reduce -14.8% | 41,666 | $3.8M |
| Intelligence Driven Advisers, LLC | 0.58% | Reduce -9.0% | 41,634 | $3.8M |
| Traction Financial Partners, LLC | 2.59% | Add +4.5% | 41,366 | $3.8M |
| Geneos Wealth Management Inc. | 0.09% | Add +7.8% | 40,173 | $3.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -60.6% | 38,826 | $3.6M |
| First Hawaiian Bank | 0.48% | No change | 38,201 | $3.5M |
| Comerica Bank | 0.01% | Reduce -6.7% | 37,585 | $3.5M |
| Koshinski Asset Management, Inc. | 0.25% | Add +8.5% | 35,965 | $3.3M |
| Advisory Services Network, LLC | 0.05% | Reduce -6.7% | 35,345 | $3.2M |
| Fiduciary Alliance LLC | 0.24% | New | 35,021 | $3.2M |
| Asset Allocation Strategies LLC | 0.70% | Add +68.6% | 34,444 | $3.2M |
| Barnes Wealth Management Group, Inc | 1.85% | Add +3.0% | 33,969 | $3.1M |
| Essex Financial Services, Inc. | 0.20% | Add +3.7% | 33,664 | $3.1M |
| EWG Elevate Inc. | 0.95% | Add +0.8% | 33,357 | $3.1M |
| 21 West Wealth Management LLC | 3.03% | — | 32,616 | $3.0M |
| John W. Brooker & Co., CPAs | 6.96% | Reduce -63.0% | 32,453 | $3.0M |
| Capital Planning Advisors, LLC | 0.43% | Reduce -1.9% | 31,921 | $2.9M |
| Retirement Planning Group, LLC | 0.12% | Reduce -10.2% | 31,689 | $2.9M |
| Slagle Financial, LLC | 1.15% | New | 30,876 | $2.8M |
| D'Orazio & Associates, Inc. | 0.39% | Reduce -4.0% | 29,591 | $2.7M |
| WCG Wealth Advisors LLC | 0.18% | New | 29,579 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -5.0% | 28,208 | $2.6M |
| Accredited Wealth Management, LLC | 2.07% | Add +14.8% | 27,758 | $2.6M |
| Fairway Financial, LLC | 2.15% | Reduce -1.4% | 27,507 | $2.5M |
| Insight Wealth Partners, LLC | 1.34% | Add +1.3% | 26,128 | $2.4M |
| Creative Planning | 0.00% | Reduce -48.6% | 26,065 | $2.4M |
| Menard Financial Group LLC | 1.42% | Reduce -3.7% | 25,966 | $2.4M |
| CW Advisors, LLC | 0.02% | New | 25,674 | $2.4M |
| Northwest Financial Advisors | 3.28% | Add +30.8% | 25,494 | $2.4M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +44.0% | 25,431 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.6% | 25,410 | $2.3M |
| Womack Financial LLC | 1.94% | Add +3.3% | 25,318 | $2.3M |
| Wealth Advisors of Iowa, LLC | 0.87% | Reduce -4.6% | 25,142 | $2.3M |
| Hollencrest Capital Management | 0.10% | Reduce -0.1% | 24,836 | $2.3M |
| Family Firm, Inc. | 0.55% | Reduce -3.8% | 24,740 | $2.3M |
| Capital Analysts, LLC | 0.07% | Add +138.6% | 24,321 | $2.2M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -57.3% | 24,322 | $2.2M |
| Equitable Holdings, Inc. | 0.02% | Reduce -5.8% | 23,567 | $2.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Reduce -1.8% | 22,520 | $2.1M |
| Taylor & Morgan Wealth Management, LLC | 1.39% | No change | 22,368 | $2.1M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -31.6% | 20,877 | $1.9M |
| Brookstone Capital Management | 0.02% | Reduce -4.4% | 20,607 | $1.9M |
| Strategic Blueprint, LLC | 0.09% | Add +73.8% | 20,485 | $1.9M |
| Keyvantage Wealth, LLC | 0.80% | Reduce -11.6% | 19,323 | $1.8M |
| Silver Oak Securities, Incorporated | 0.15% | Add +22.1% | 19,237 | $1.8M |
| SOL Capital Management CO | 0.17% | Add +131.6% | 19,141 | $1.8M |
| National Bank of Canada | 0.00% | Reduce -6.2% | 19,008 | $1.8M |
| TD Waterhouse Canada Inc. | 0.01% | Add +41.4% | 19,075 | $1.7M |
| Pinnacle Financial Group, LLC / IL | 0.58% | Add +1.7% | 18,900 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -94.3% | 18,326 | $1.7M |
| Sumitomo Mitsui Financial Group, Inc. | 0.03% | Reduce -0.3% | 18,030 | $1.7M |
| Maia Wealth LLC | 0.32% | Add +22.4% | 18,011 | $1.7M |
| Ascent Group, LLC | 0.06% | Add +412.9% | 17,843 | $1.6M |
| Lionsbridge Wealth Management LLC | 1.64% | Add +319.8% | 17,838 | $1.6M |
| University of Texas/Texas Am Investment Management Co. | 0.26% | No change | 17,742 | $1.6M |
| Citigroup Inc. | 0.00% | Reduce -9.1% | 16,882 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +37.8% | 16,632 | $1.5M |
| Lido Advisors, LLC | 0.01% | Add +8.9% | 16,320 | $1.5M |
| L & S Advisors Inc | 0.17% | No change | 16,296 | $1.5M |
| Summit Wealth Group LLC / Co. | 0.37% | — | 16,125 | $1.5M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -10.1% | 15,981 | $1.5M |
| Patten Group, Inc. | 0.30% | Add +2.3% | 15,629 | $1.4M |
| Dudley Capital Management, LLC | 0.72% | No change | 15,510 | $1.4M |
| Cyndeo Wealth Partners, LLC | 0.08% | Add +52.2% | 15,382 | $1.4M |
| Berger Financial Group, Inc | 0.09% | Reduce -7.7% | 15,318 | $1.4M |
| Fragasso Financial Advisors Inc | 0.09% | Reduce -8.1% | 14,624 | $1.3M |
| Wedbush Securities Inc. | 0.05% | Reduce -10.6% | 14,502 | $1.3M |
| Westside Investment Management, Inc. | 0.25% | Add +6.8% | 14,486 | $1.3M |
| PFG Advisors | 0.06% | Add +26.2% | 14,424 | $1.3M |
| Aristides Capital LLC | 0.42% | No change | 14,337 | $1.3M |
| Parallel Advisors, LLC | 0.03% | Add +2.7% | 14,269 | $1.3M |
| SlateStone Wealth, LLC | 0.12% | New | 14,251 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Add +4.3% | 13,905 | $1.3M |
| Richard W. Paul & Associates, LLC | 0.45% | Add +1.4% | 13,553 | $1.2M |
| Arrowroot Family Office, LLC | 0.55% | — | 13,282 | $1.2M |
| Beacon Financial Planning, Inc. | 0.68% | Reduce -1.7% | 13,164 | $1.2M |
| VSM Wealth Advisory, LLC | 0.39% | Add +3.9% | 12,867 | $1.2M |
| Krilogy Financial LLC | 0.07% | Reduce -4.1% | 12,637 | $1.2M |
| Caldwell Sutter Capital, Inc. | 0.53% | Reduce -4.5% | 12,518 | $1.2M |
| Beacon Financial Advisory LLC | 0.30% | Add +4.3% | 12,516 | $1.2M |
| Advisor OS, LLC | 0.11% | Add +15.3% | 12,496 | $1.2M |
| Strata Wealth Advisors, LLC | 0.31% | No change | 12,050 | $1.1M |
| MFA Wealth Services | 0.82% | Reduce -6.7% | 11,859 | $1.1M |
| Continuum Advisory, LLC | 0.13% | Add +2.2% | 11,835 | $1.1M |
| Romano Brothers and Company | 0.13% | Add +6.4% | 11,610 | $1.1M |
| 1620 Investment Advisors, Inc. | 0.77% | Reduce -1.6% | 11,604 | $1.1M |
| Waterfront Wealth Inc. | 0.24% | Add +4.7% | 11,598 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +42.0% | 11,376 | $1.0M |
| Watts Gwilliam & Co., LLC | 0.17% | Reduce -0.7% | 11,204 | $1.0M |
| Arkadios Wealth Advisors | 0.03% | Add +5.2% | 11,020 | $1.0M |
| Independent Financial Group, LLC | 0.03% | Reduce -2.9% | 11,002 | $1.0M |
| Ramiah Investment Group | 1.09% | Reduce -1.8% | 10,967 | $1.0M |
| Droms Strauss Advisors Inc. /Mo/ | 0.31% | Add +19.6% | 10,843 | $1000K |
| Stephens Inc. | 0.01% | Add +6.6% | 10,814 | $997K |
| Rovin Capital /Ut/ | 0.30% | Reduce -4.5% | 10,800 | $996K |
| HCR Wealth Advisors | 0.12% | Add +1.9% | 10,717 | $988K |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -35.5% | 10,582 | $975K |
| Moloney Securities Asset Management, LLC | 0.12% | Reduce -4.2% | 10,546 | $972K |
| Crossmark Global Holdings, Inc. | 0.02% | Add +24.6% | 10,365 | $955K |
| Fort Point Capital Partners LLC | 0.09% | No change | 10,250 | $945K |
| Principal Securities, Inc. | 0.02% | Add +12.8% | 10,137 | $934K |
| CFO4Life Group, LLC | 0.15% | No change | 10,073 | $929K |
| Clear Creek Financial Management, LLC | 0.09% | Add +47.9% | 10,052 | $927K |
| PKS Advisory Services, LLC | 0.23% | Reduce -0.2% | 9,904 | $913K |
| Corient Private Wealth LP | 0.00% | Add +33.7% | 9,344 | $861K |
| Oppenheimer & Co. Inc. | 0.01% | Add +12.8% | 9,209 | $849K |
| Base Wealth Management LLC | 0.54% | No change | 9,153 | $844K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 9,145 | $843K |
| Brasada Capital Management, LP | 0.14% | Reduce -26.5% | 9,108 | $833K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -11.9% | 8,801 | $811K |
| First Foundation Advisors | 0.03% | Reduce -6.5% | 8,682 | $800K |
| Atria Investments, Inc | 0.01% | Reduce -5.5% | 8,400 | $774K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.06% | Reduce -6.9% | 8,105 | $747K |
| FSA Investment Group, LLC | 0.55% | Reduce -31.9% | 8,066 | $743K |
| Consilium Wealth Advisory, LLC | 0.31% | New | 7,975 | $735K |
| Flow Traders U.S. LLC | 0.03% | Add +124.4% | 7,885 | $727K |
| Thrive Capital Management, LLC | 0.22% | Reduce -15.9% | 7,787 | $718K |
| &partners | 0.01% | Reduce -87.9% | 7,577 | $698K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -22.4% | 7,531 | $694K |
| Rehmann Capital Advisory Group | 0.04% | Add +10.6% | 7,523 | $693K |
| Duncan Williams Asset Management, LLC | 0.22% | Reduce -0.1% | 7,504 | $692K |
| Creative Financial Designs Inc. | 0.05% | Add +5.5% | 7,468 | $688K |
| Tranquilli Financial Advisor LLC | 0.42% | Reduce -49.3% | 7,409 | $683K |
| Avondale Wealth Management | 0.38% | Add +111.4% | 7,400 | $682K |
| LexAurum Advisors, LLC | 0.11% | Add +7.5% | 7,329 | $676K |
| ORG Partners LLC | 0.14% | Add +10.3% | 7,167 | $660K |
| Sigma Planning Corp | 0.02% | Reduce -3.2% | 7,135 | $658K |
| Advus Financial Partners, LLC | 0.17% | Add +157.8% | 7,131 | $657K |
| Lokken Investment Group LLC | 0.25% | Reduce -0.2% | 7,110 | $655K |
| Lionshead Wealth Management, LLC | 0.60% | Reduce -2.6% | 7,091 | $654K |
| Procyon Advisors, LLC | 0.06% | Add +26.6% | 6,993 | $645K |
| Eq LLC | 0.25% | Reduce -21.1% | 6,963 | $642K |
| Renaissance Technologies | 0.00% | Reduce -16.9% | 6,900 | $636K |
| American Trust | 0.06% | New | 6,832 | $630K |
| OneAscent Financial Services LLC | 0.04% | Reduce -71.9% | 6,831 | $629K |
| IFP Advisors, Inc | 0.02% | Add +220.6% | 6,663 | $614K |
| Asset Management Group, Inc. | 0.11% | Reduce -6.6% | 6,556 | $604K |
| Burt Wealth Advisors | 0.14% | No change | 6,527 | $602K |
| Richards, Merrill & Peterson, Inc. | 0.27% | Reduce -3.2% | 6,178 | $569K |
| Ameriprise Financial Inc. | 0.00% | Reduce -26.4% | 6,154 | $567K |
| Legacy Advisory Services, LLC | 0.44% | New | 6,071 | $560K |
| Betterment LLC | 0.00% | Reduce -8.9% | 6,037 | $556K |
| Macroview Investment Management LLC | 0.45% | Add +8.8% | 6,004 | $553K |
| PFG Investments, LLC | 0.03% | Add +5.6% | 5,970 | $550K |
| L.K. Benson & Company, P.C. | 0.34% | Add +24.8% | 5,948 | $548K |
| Park Avenue Securities LLC | 0.00% | Add +31.7% | 5,705 | $526K |
| Consolidated Portfolio Review Corp | 0.07% | Add +18.2% | 5,702 | $526K |
| Decker Retirement Planning Inc. | 0.30% | Add +2.6% | 5,679 | $523K |
| WealthPlan Investment Management, LLC | 0.04% | Add +67.3% | 5,676 | $523K |
| Wealthspire Retirement, LLC | 0.03% | Reduce -13.8% | 5,667 | $522K |
| Claris Financial LLC | 0.39% | Reduce -8.1% | 5,629 | $519K |
| Waypoint Wealth Partners Inc. | 0.13% | Reduce -4.6% | 5,577 | $514K |
| AQR Capital Management | 0.00% | Reduce -26.1% | 5,530 | $510K |
| Dynasty Wealth Management, LLC | 0.01% | Add +55.9% | 5,485 | $506K |
| Milestones Private Investment Advisors LLC | 0.37% | — | 5,483 | $505K |
| Addison Capital Co | 0.18% | Reduce -8.0% | 5,464 | $504K |
| Mayfair Advisory Group, LLC | 0.24% | Add +0.4% | 5,443 | $501K |
| FSA Advisors, Inc. | 0.40% | Add +142.6% | 5,392 | $497K |
| Mainstay Capital Management LLC | 0.02% | Add +74.8% | 5,354 | $494K |
| International Assets Investment Management, LLC | 0.04% | No change | 5,332 | $492K |
| Summit Investment Advisory Services, LLC | 0.21% | Reduce -0.5% | 5,330 | $491K |
| Old Mission Capital LLC | 0.01% | New | 5,309 | $489K |
| Investment Advisory Group, LLC | 0.15% | No change | 5,308 | $489K |
| Williams & Novak, LLC | 0.41% | Reduce -12.8% | 5,226 | $482K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.9% | 5,190 | $478K |
| Beacon Capital Management, LLC | 0.06% | Add +10831.9% | 5,138 | $474K |
| Napa Wealth Management | 0.23% | Reduce -5.1% | 5,133 | $473K |
| NWF Advisory Services Inc. | 0.06% | New | 5,105 | $471K |
| Apexium Financial, LP | 0.02% | Add +81.8% | 5,090 | $469K |
| CIBC Asset Management Inc | 0.00% | No change | 5,030 | $464K |
| Sage Rhino Capital LLC | 0.10% | Reduce -26.9% | 5,001 | $461K |
| Arbor Trust Wealth Advisors, LLC | 0.22% | Reduce -43.2% | 4,968 | $458K |
| Leisure Capital Management | 0.17% | Add +8.8% | 4,929 | $454K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -53.3% | 4,910 | $453K |
| MAI Capital Management | 0.00% | Reduce -17.0% | 4,907 | $452K |
| Westmount Partners, LLC | 0.12% | Reduce -6.7% | 4,841 | $446K |
| Cerity Partners LLC | 0.00% | No change | 4,740 | $437K |
| Savant Capital, LLC | 0.00% | Add +16.3% | 4,696 | $433K |
| Glen Eagle Advisors, LLC | 0.06% | Add +1.1% | 4,557 | $420K |
| Cary Street Partners Financial LLC | 0.01% | Add +11.7% | 4,551 | $419K |
| Gallacher Capital Management LLC | 0.19% | Reduce -5.5% | 4,394 | $405K |
| MBL Wealth, LLC | 0.04% | Reduce -2.2% | 4,368 | $403K |
| Focused Wealth Management, Inc | 0.05% | Reduce -1.8% | 4,317 | $398K |
| Prospera Financial Services Inc | 0.01% | Reduce -7.6% | 4,281 | $395K |
| Kovack Advisors, Inc. | 0.04% | No change | 4,270 | $394K |
| Rollins Financial Advisors, LLC | 0.06% | Add +20.7% | 4,178 | $385K |
| Cardinal Point Capital Management ULC | 0.03% | Reduce -37.7% | 4,125 | $380K |
| Nicolet Bankshares Inc. | 0.06% | New | 4,063 | $375K |
| Rothschild Investment LLC | 0.02% | No change | 4,050 | $373K |
| Thrive Wealth Management, LLC | 0.06% | New | 4,029 | $371K |
| Physician Wealth Advisors, Inc. | 0.06% | No change | 4,017 | $370K |
| Moment Partners, LLC | 0.07% | No change | 4,000 | $369K |
| ACT Advisors, LLC. | 0.17% | Reduce -4.4% | 3,873 | $357K |
| Avaii Wealth Management, LLC | 0.16% | Add +0.9% | 3,844 | $354K |
| Ascentis Independent Advisors | 0.07% | Reduce -7.3% | 3,808 | $351K |
| United Advisor Group, LLC | 0.06% | Reduce -4.0% | 3,777 | $348K |
| OneAscent Wealth Management LLC | 0.13% | No change | 3,770 | $348K |
| Brown, Lisle/Cummings, Inc. | 0.09% | Reduce -5.0% | 3,729 | $344K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -10.6% | 3,689 | $340K |
| Apella Capital, LLC | 0.01% | Reduce -2.9% | 3,718 | $339K |
| Private Trust Co. NA | 0.03% | Reduce -8.6% | 3,678 | $339K |
| Legacy Edge Advisors, LLC | 0.05% | Add +2.4% | 3,664 | $338K |
| Twin Peaks Wealth Advisors, LLC | 0.11% | Reduce -23.9% | 3,585 | $330K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 3,518 | $324K |
| Keybank National Association | 0.00% | Reduce -1.6% | 3,497 | $322K |
| Keystone Wealth Services, LLC | 0.08% | No change | 3,447 | $318K |
| Mather Group, Llc. | 0.00% | No change | 3,355 | $309K |
| Calton & Associates, Inc. | 0.05% | New | 3,314 | $305K |
| Evolution Wealth Advisors, LLC | 0.04% | Add +46.5% | 3,189 | $294K |
| Everhart Financial Group, Inc. | 0.03% | Reduce -11.2% | 3,165 | $292K |
| Harmony Asset Management LLC | 0.11% | New | 3,110 | $287K |
| Synergy Investment Management, LLC | 0.17% | No change | 3,090 | $285K |
| Blue Edge Capital, LLC | 0.04% | Add +6.0% | 3,082 | $284K |
| Corus Family Wealth Advisors | 0.20% | New | 3,025 | $279K |
| Summit Financial, LLC | 0.01% | New | 3,022 | $279K |
| Qube Research & Technologies Ltd | 0.00% | New | 2,979 | $275K |
| Artemis Wealth Advisors, LLC | 0.04% | Add +1.3% | 2,950 | $272K |
| Tobias Financial Advisors, Inc. | 0.04% | Add +1.3% | 2,852 | $263K |
| World Investment Advisors | 0.01% | Reduce -0.4% | 2,836 | $261K |
| Mechanics Bank Trust Department | 0.04% | Reduce -0.7% | 2,832 | $261K |
| Good Life Advisors, LLC | 0.02% | New | 2,821 | $260K |
| Sunbelt Securities, Inc. | 0.02% | No change | 2,832 | $256K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.1% | 2,742 | $253K |
| Stonebridge Financial Planning Group, LLC | 0.11% | No change | 2,741 | $253K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +13.0% | 2,732 | $252K |
| BTG Pactual Asset Management US LLC | 0.03% | Reduce -3.9% | 2,729 | $252K |
| Gateway Wealth Partners, LLC | 0.05% | Add +9.2% | 2,729 | $252K |
| Vermillion Wealth Management, Inc. | 0.12% | Reduce -2.0% | 2,665 | $246K |
| Crown Wealth Group, LLC | 0.09% | New | 2,615 | $241K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +0.0% | 2,581 | $238K |
| BCR Wealth Strategies, LLC | 0.09% | Add +3.3% | 2,559 | $235K |
| Savvy Advisors, Inc. | 0.02% | New | 2,544 | $235K |
| Fortis Capital Advisors, LLC | 0.04% | Reduce -21.7% | 2,518 | $232K |
| Belpointe Asset Management LLC | 0.01% | Reduce -21.7% | 2,518 | $232K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -44.4% | 2,514 | $232K |
| Ferguson Shapiro LLC | 0.08% | Reduce -0.9% | 2,467 | $227K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -8.3% | 2,446 | $225K |
| IHT Wealth Management, LLC | 0.01% | Add +7.8% | 2,444 | $225K |
| Legacy Capital Wealth Partners, LLC | 0.05% | Add +0.0% | 2,400 | $221K |
| Perigon Wealth Management, LLC | 0.01% | New | 2,399 | $221K |
| Almanack Investment Partners, LLC. | 0.03% | New | 2,380 | $219K |
| L.M. Kohn & Company | 0.06% | New | 2,375 | $219K |
| StoneX Group Inc. | 0.01% | Add +2.7% | 2,315 | $213K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | No change | 2,300 | $212K |
| Christian Investment Advisors, Inc. | 0.14% | Reduce -99.0% | 2,251 | $207K |
| Round Rock Advisors LLC | 0.04% | No change | 2,223 | $205K |
| Assetmark, Inc. | 0.00% | Add +280.0% | 2,204 | $203K |
| Acas, LLC | 0.14% | New | 2,194 | $203K |
| Old Port Advisors | 0.05% | Reduce -18.1% | 2,183 | $201K |
| HHM Wealth Advisors, LLC | 0.02% | New | 2,113 | $195K |
| Wagner Wealth Management, LLC | 0.04% | No change | 2,066 | $190K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.3% | 1,768 | $163K |
| Ameriflex Group, Inc. | 0.08% | Reduce -84.6% | 1,742 | $160K |
| Medallion Wealth Advisors, LLC | 0.06% | Add +11.8% | 1,680 | $154K |
| Capital Advisors, Ltd. LLC | 0.02% | Reduce -12.7% | 1,661 | $153K |
| Larson Financial Group LLC | 0.01% | Add +0.4% | 1,605 | $148K |
| US Bancorp \de | 0.00% | Add +18.5% | 1,554 | $143K |
| Arax Advisory Partners | 0.01% | Reduce -54.1% | 1,517 | $140K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +19628.6% | 1,381 | $127K |
| Goodman Advisory Group, LLC | 0.04% | Reduce -97.2% | 1,337 | $123K |
| Elevation Wealth Partners, LLC | 0.04% | Reduce -1.7% | 1,133 | $104K |
| Northwest Capital Management Inc | 0.05% | Reduce -39.2% | 1,059 | $98K |
| Security National Bank | 0.02% | New | 1,013 | $93K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 942 | $87K |
| Pandora Wealth, Inc. | 0.05% | No change | 926 | $85K |
| Blair William & Co. | 0.00% | Reduce -6.7% | 906 | $84K |
| Ogorek Anthony Joseph /NY/ | 0.02% | No change | 839 | $77K |
| Trust Co. of Vermont | 0.00% | No change | 780 | $72K |
| Opal Wealth Advisors, LLC | 0.02% | Add +4.8% | 694 | $64K |
| Maseco LLP | 0.00% | — | 648 | $60K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +7.2% | 609 | $56K |
| Avion Wealth | 0.01% | Reduce -15.2% | 613 | $56K |
| Ancora Advisors LLC | 0.00% | New | 602 | $55K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -3.8% | 582 | $54K |
| Golden State Wealth Management, LLC | 0.01% | Add +8.8% | 568 | $52K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -10.0% | 551 | $51K |
| SYM FINANCIAL Corp | 0.01% | Add +0.2% | 508 | $47K |
| Parkside Financial Bank & Trust | 0.01% | No change | 500 | $46K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | Add +39.0% | 374 | $34K |
| Transce3nd, LLC | 0.01% | Add +53.0% | 358 | $33K |
| Allianz Asset Management GmbH | 0.00% | Add +0.3% | 349 | $32K |
| Independence Bank of Kentucky | 0.00% | Reduce -6.1% | 325 | $30K |
| Bogart Wealth, LLC | 0.00% | No change | 276 | $25K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 259 | $24K |
| Scarborough Advisors, LLC | 0.00% | New | 252 | $23K |
| Millstone Evans Group, LLC | 0.02% | No change | 246 | $23K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 240 | $22K |
| First Community Trust NA | 0.02% | No change | 221 | $20K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 220 | $20K |
| Register Financial Advisors LLC | 0.01% | New | 219 | $20K |
| Park Square Financial Group, LLC | 0.01% | No change | 200 | $18K |
| Trust Co. of Toledo NA | 0.00% | New | 200 | $18K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.5% | 192 | $18K |
| Financial Gravity Companies, Inc. | 0.00% | — | 173 | $16K |
| Keystone Global Partners, LLC | 0.01% | Reduce -15.6% | 162 | $15K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 151 | $14K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 140 | $13K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -99.0% | 136 | $12K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 88 | $8K |
| 2UniFi Bank | 0.00% | No change | 86 | $8K |
| Crewe Advisors LLC | 0.00% | New | 81 | $7K |
| CoreCap Advisors, LLC | 0.00% | Reduce -63.1% | 66 | $6K |
| Eastern Bank | 0.00% | No change | 50 | $5K |
| McIlrath & Eck, LLC | 0.00% | No change | 45 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 45 | $4K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -50.6% | 44 | $4K |
| Promus Capital, LLC | 0.00% | No change | 39 | $4K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | Add +2.9% | 36 | $3K |
| Caldwell Trust Co | 0.00% | No change | 34 | $3K |
| Princeton Global Asset Management LLC | 0.00% | No change | 33 | $3K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 26 | $2K |
| Spire Wealth Management | 0.00% | No change | 22 | $2K |
| Bfsg, LLC | 0.00% | No change | 20 | $2K |
| First PREMIER Bank | 0.00% | New | 16 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 10 | $922 |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 8 | $740 |
| Versant Capital Management, Inc | 0.00% | No change | 8 | $737 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 3 | $306 |
| Affinity Wealth LLC | 0.00% | New | 3 | $277 |
| Mascoma Wealth Management LLC | 0.00% | Reduce -99.3% | 1 | $91 |
"% 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.