PIMCO Active Bond Exchange-TBONDETF
13F holders, Q3 2025 (September 30)456holders −14
22new positions
27sold out
4famous investors
$93.36avg. 13F price*
At the end of Q3 2025, 456 institutions reported holding PIMCO Active Bond Exchange-T (BOND) in their 13F filings, down 14 from Q2 2025. 22 opened new positions and 27 sold out. The largest holders were Cwm, LLC ($370.8M), Morgan Stanley ($276.4M) and LPL Financial LLC ($215.5M). 4 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 (Q3 2025)
- CUSIP
- 72201R775
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $65.9M |
| Exits | 27 | $46.7M |
All 13F filers, Q2 2025 → Q3 2025: 4,436,095 shares bought and 2,323,414 shares sold, net +2,112,681 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 456 holders
| Cwm, LLC | 1.12% | Add +2.8% | 3,971,761 | $370.8M |
| Morgan Stanley | 0.02% | Add +5.7% | 2,960,915 | $276.4M |
| LPL Financial LLC | 0.06% | Add +11.2% | 2,308,420 | $215.5M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -2.6% | 2,124,046 | $198.3M |
| Osaic Holdings, Inc. | 0.22% | Reduce -2.8% | 1,668,317 | $155.5M |
| Wells Fargo & Company | 0.03% | Add +13.5% | 1,602,496 | $149.6M |
| Tectonic Advisors LLC | 8.03% | Reduce -1.4% | 1,574,069 | $146.9M |
| OneDigital Investment Advisors LLC | 1.37% | Add +7.8% | 1,432,496 | $133.7M |
| Bank of America Corp. | 0.01% | Add +13.6% | 1,229,129 | $114.7M |
| AE Wealth Management LLC | 0.60% | Add +22.8% | 1,004,137 | $93.7M |
| Great Valley Advisor Group, Inc. | 1.87% | Add +13.0% | 1,000,924 | $93.4M |
| NewEdge Advisors, LLC | 0.42% | Add +10.9% | 983,061 | $91.8M |
| Cetera Investment Advisers | 0.09% | Add +82.1% | 829,618 | $77.4M |
| UBS Group AG | 0.01% | Reduce -13.7% | 814,411 | $76.0M |
| JPMorgan Chase & Co. | 0.00% | Add +4.5% | 708,847 | $66.2M |
| CreativeOne Wealth, LLC | 1.61% | Reduce -6.2% | 705,324 | $65.8M |
| Vickerman Investment Advisors, Inc. | 12.91% | Add +6.6% | 683,960 | $63.8M |
| Koss-Olinger Consulting, LLC | 5.00% | Reduce -0.5% | 656,343 | $60.5M |
| Raymond James Financial Inc. | 0.02% | Add +26.4% | 615,305 | $57.4M |
| Royal Bank of Canada | 0.01% | Reduce -4.3% | 549,153 | $51.3M |
| Sand Hill Global Advisors, LLC | 1.75% | Add +0.2% | 531,973 | $49.7M |
| Concurrent Investment Advisors, LLC | 0.81% | Add +3.0% | 505,046 | $47.1M |
| Heirloom Wealth Management | 10.88% | Add +9.1% | 482,494 | $45.0M |
| Stifel Financial Corp. | 0.04% | Add +6.6% | 438,545 | $40.9M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -0.7% | 439,267 | $40.9M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -13.0% | 433,517 | $40.5M |
| Mercer Global Advisors Inc. | 0.07% | Reduce -13.9% | 426,302 | $39.8M |
| Buck Wealth Strategies, LLC | 5.29% | Add +10.5% | 413,823 | $38.6M |
| BNP Paribas Financial Markets | 0.03% | Add +2.3% | 378,903 | $35.4M |
| FSM Wealth Advisors, LLC | 4.99% | Add +7.1% | 378,113 | $35.3M |
| Hudson Capital Management LLC | 9.61% | Add +19.3% | 375,764 | $35.1M |
| Exchange Traded Concepts, LLC | 0.33% | Add +62.2% | 368,454 | $34.4M |
| Thrivent Financial for Lutherans | 0.07% | Add +1785.4% | 345,520 | $32.3M |
| Scotia Capital Inc. | 0.13% | Reduce -15.4% | 318,934 | $29.8M |
| Kestra Advisory Services, LLC | 0.13% | Reduce -11.5% | 296,676 | $27.7M |
| Flaharty Asset Management, LLC | 3.31% | Add +2.6% | 278,818 | $26.0M |
| Southland Equity Partners LLC | 5.00% | Reduce -0.7% | 264,648 | $24.7M |
| Goldstein Advisors, LLC | 2.99% | Add +8.4% | 263,573 | $24.6M |
| Sowell Financial Services LLC | 0.92% | Add +0.3% | 256,170 | $23.9M |
| Captrust Financial Advisors | 0.05% | Add +2.9% | 251,851 | $23.5M |
| Kelman-Lazarov, Inc. | 3.48% | Add +4.8% | 251,298 | $23.5M |
| HighTower Advisors, LLC | 0.03% | Add +0.1% | 249,984 | $23.3M |
| Cornerstone Wealth Management, LLC | 1.27% | Add +3.1% | 246,060 | $23.0M |
| Legacy Private Trust Co. | 1.33% | Add +10.4% | 238,916 | $22.3M |
| Alpha Cubed Investments, LLC | 0.76% | Add +5.9% | 232,551 | $21.7M |
| Waverly Advisors, LLC | 0.21% | Reduce -2.5% | 228,089 | $21.3M |
| O'Connor Financial Group LLC | 8.82% | Add +1.3% | 225,339 | $21.0M |
| Private Advisor Group, LLC | 0.10% | Add +6.9% | 215,919 | $20.2M |
| Novem Group | 2.39% | Add +5.3% | 214,832 | $20.1M |
| SimpliFi, Inc. | 8.52% | Add +2.1% | 213,359 | $19.9M |
| Ocean Park Asset Management, LLC | 0.79% | New | 204,100 | $19.1M |
| Gotham Asset Management | 0.08% | Add +43.5% | 195,444 | $18.2M |
| Eclectic Associates Inc. | 3.22% | Add +87.5% | 187,980 | $17.5M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Reduce -1.4% | 187,057 | $17.5M |
| PNC Financial Services Group, Inc. | 0.01% | Add +12.8% | 186,770 | $17.4M |
| Crestmont Private Wealth LLC | 5.72% | Add +2.9% | 185,325 | $17.3M |
| MML Investors Services, LLC | 0.05% | Add +1.6% | 184,092 | $17.2M |
| First Commonwealth Financial Corp | 2.86% | New | 183,095 | $17.1M |
| RFG Advisory, LLC | 0.34% | Reduce -15.6% | 176,709 | $16.5M |
| Stratos Wealth Partners, LTD. | 0.19% | Add +3.4% | 174,516 | $16.3M |
| Vestmark Advisory Solutions, Inc. | 0.31% | Add +3446.6% | 174,136 | $16.3M |
| Elevation Point Wealth Partners, LLC | 1.10% | New | 169,176 | $15.8M |
| Bouvel Investment Partners, LLC | 4.35% | Add +13.7% | 152,100 | $14.2M |
| Horizon Investments, LLC | 0.18% | Reduce -41.5% | 152,159 | $14.1M |
| Mariner, LLC | 0.02% | Reduce -1.7% | 145,466 | $13.6M |
| GeoWealth Management, LLC | 0.48% | Add +0.3% | 141,010 | $13.2M |
| Kwmg, LLC | 1.15% | Add +3.0% | 140,806 | $13.1M |
| Vicus Capital | 0.99% | Add +4.6% | 138,891 | $13.0M |
| Bleakley Financial Group, LLC | 0.30% | Add +7.0% | 137,582 | $12.8M |
| Mullooly Asset Management, Inc. | 4.84% | Add +6.8% | 135,227 | $12.6M |
| PAX Financial Group, LLC | 2.25% | Add +3.1% | 133,892 | $12.5M |
| Truist Financial Corp. | 0.02% | Add +13.4% | 129,472 | $12.1M |
| Hutchens & Kramer Investment Management Group, LLC | 4.61% | Add +21.9% | 125,284 | $11.7M |
| Steph & Co. | 3.57% | Add +7.1% | 125,256 | $11.7M |
| Parr McKnight Wealth Management Group, LLC | 1.49% | Add +12.7% | 121,501 | $11.3M |
| Valley National Advisers Inc. | 1.76% | Add +6.0% | 121,413 | $11.3M |
| Clearstead Advisors, LLC | 0.16% | Add +9.4% | 121,052 | $11.3M |
| McGrath & Associates, Inc. | 16.74% | Add +18.8% | 120,655 | $11.3M |
| Sheridan Capital Management, LLC | 5.95% | Reduce -4.7% | 120,608 | $11.3M |
| Acima Private Wealth, LLC | 3.44% | Add +11.1% | 117,661 | $11.0M |
| TD Capital Management LLC | 0.97% | Add +1.4% | 114,895 | $10.7M |
| AdvisorNet Financial, Inc | 0.60% | Add +8.7% | 113,628 | $10.6M |
| Smart Portfolios, LLC | 9.81% | Reduce -0.0% | 108,977 | $10.2M |
| MorganRosel Wealth Management, LLC | 2.63% | Add +8.1% | 108,805 | $10.2M |
| First National Corp. /Ma/ | 1.89% | Add +10.0% | 107,131 | $10.0M |
| Gould Asset Management LLC | 1.84% | Add +1.5% | 106,382 | $9.9M |
| Freedom Investment Management, Inc. | 2.53% | Reduce -40.4% | 102,550 | $9.6M |
| Harbour Investments, Inc. | 0.22% | Add +0.9% | 102,149 | $9.5M |
| MRA Advisory Group | 4.14% | Add +11.9% | 101,676 | $9.5M |
| GM Advisory Group, LLC | 0.39% | Reduce -1.1% | 99,439 | $9.3M |
| Destination Wealth Management | 0.25% | Add +4.3% | 98,988 | $9.2M |
| Stratos Wealth Advisors, LLC | 0.44% | Add +8.7% | 97,482 | $9.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +15.7% | 97,295 | $9.1M |
| D.A. Davidson & Co. | 0.06% | Add +40.7% | 94,639 | $8.8M |
| Creekmur Asset Management LLC | 1.45% | Reduce -4.7% | 93,949 | $8.8M |
| IFG Advisory, LLC | 0.38% | Add +3.9% | 90,072 | $8.4M |
| Sagespring Wealth Partners, LLC | 0.16% | Reduce -4.4% | 89,319 | $8.3M |
| Treasure Coast Financial Planning | 4.62% | Add +2.4% | 88,820 | $8.3M |
| Allworth Financial LP | 0.04% | Add +1.2% | 87,929 | $8.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -2.3% | 85,054 | $7.9M |
"% 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.