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 |
| Orion Porfolio Solutions, LLC | 0.06% | Add +7.7% | 84,748 | $7.9M |
| Farther Finance Advisors, LLC | 0.12% | Reduce -3.8% | 83,485 | $7.8M |
| Jones Financial Companies LLLP | 0.01% | Add +36.7% | 79,238 | $7.4M |
| Moneta Group Investment Advisors LLC | 0.06% | Add +3.4% | 78,905 | $7.4M |
| WealthShield Partners, LLC | 0.83% | Add +3.3% | 77,956 | $7.3M |
| Halbert Hargrove Global Advisors, LLC | 0.35% | Reduce -1.6% | 76,763 | $7.2M |
| Linscomb Wealth, Inc. | 0.31% | Add +27.8% | 76,276 | $7.1M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -3.8% | 72,985 | $6.8M |
| Darwin Wealth Management, LLC | 2.15% | Add +2.6% | 72,618 | $6.8M |
| Nations Financial Group Inc, /Ia/ | 0.40% | Add +2.8% | 69,559 | $6.5M |
| USAdvisors Wealth Management, LLC | 2.21% | Add +9.7% | 68,601 | $6.4M |
| Denver PWM, LLC | 1.96% | No change | 68,088 | $6.3M |
| Global Retirement Partners, LLC | 0.14% | Add +5.2% | 66,959 | $6.3M |
| Emergent Wealth Advisors, LLC | 3.59% | Add +8.2% | 66,187 | $6.2M |
| Pacifica Partners Inc. | 2.18% | Add +1.1% | 65,464 | $6.1M |
| Patten & Patten Inc. | 0.36% | Add +45.3% | 65,325 | $6.1M |
| CarsonAllaria Wealth Management, Ltd. | 3.17% | Add +7.9% | 65,266 | $6.1M |
| BAM Wealth Management, LLC | 4.65% | — | 64,376 | $6.0M |
| Security Financial Services, INC. | 0.96% | Add +9.0% | 63,358 | $5.9M |
| Csenge Advisory Group | 0.28% | Reduce -16.2% | 62,822 | $5.9M |
| Visionary Wealth Advisors | 0.27% | Reduce -22.5% | 61,558 | $5.7M |
| Connecticut Wealth Management, LLC | 0.25% | Reduce -9.2% | 61,049 | $5.7M |
| Syverson Strege & Co | 1.36% | Reduce -8.3% | 60,793 | $5.7M |
| B. Riley Wealth Advisors, Inc. | 0.27% | Reduce -36.0% | 60,711 | $5.7M |
| BCS Wealth Management | 1.24% | Add +9.3% | 58,714 | $5.5M |
| Secured Retirement Advisors, LLC | 3.00% | Reduce -4.2% | 57,464 | $5.4M |
| Jmac Enterprises LLC | 1.04% | Add +5.3% | 56,180 | $5.2M |
| Total Investment Management Inc. | 0.68% | Reduce -3.7% | 55,942 | $5.2M |
| Aviance Capital Partners, LLC | 0.62% | Add +3.0% | 55,599 | $5.2M |
| Asset Allocation Strategies LLC | 1.01% | Add +59.2% | 54,833 | $5.1M |
| Affiance Financial, LLC | 0.91% | Add +13.6% | 53,744 | $5.0M |
| Lunt Capital Management, Inc. | 1.90% | Reduce -2.5% | 53,194 | $5.0M |
| Del-Sette Capital Management, LLC | 2.95% | Add +9.6% | 50,839 | $4.7M |
| Composition Wealth, LLC | 0.07% | New | 49,918 | $4.7M |
| Roger Wittlin Investment Advisory, LLC | 2.57% | Reduce -11.9% | 49,571 | $4.6M |
| DAVENPORT & Co LLC | 0.02% | Add +6.5% | 49,006 | $4.6M |
| Freedom Financial Partners LLC | 1.74% | Add +4.4% | 48,775 | $4.6M |
| Bank of Montreal | 0.00% | Reduce -3.2% | 48,743 | $4.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.9% | 47,830 | $4.5M |
| Cornerstone Advisory, LLC | 0.42% | Reduce -6.7% | 45,272 | $4.2M |
| Cibc World Market Inc. | 0.01% | Add +5.5% | 45,191 | $4.2M |
| Traction Financial Partners, LLC | 2.59% | Add +8.8% | 44,989 | $4.2M |
| Capital Analysts, LLC | 0.12% | Add +82.9% | 44,487 | $4.2M |
| Hamilton Wealth, LLC | 0.85% | Reduce -16.7% | 43,631 | $4.1M |
| Essential Planning, LLC. | 1.40% | Reduce -3.6% | 43,438 | $4.1M |
| Milestone Asset Management, LLC | 0.74% | Reduce -2.1% | 42,049 | $3.9M |
| Elevated Capital Advisors, LLC | 0.96% | Reduce -11.4% | 41,477 | $3.9M |
| Strategic Advisors LLC | 0.62% | New | 41,224 | $3.8M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -39.0% | 39,139 | $3.7M |
| Koshinski Asset Management, Inc. | 0.26% | Add +7.0% | 38,486 | $3.6M |
| Comerica Bank | 0.01% | Add +1.8% | 38,244 | $3.6M |
| First Hawaiian Bank | 0.46% | No change | 38,201 | $3.6M |
| Geneos Wealth Management Inc. | 0.09% | Reduce -5.0% | 38,146 | $3.6M |
| Cooper Financial Group | 0.39% | Reduce -10.0% | 37,512 | $3.5M |
| SlateStone Wealth, LLC | 0.30% | Add +157.9% | 36,755 | $3.4M |
| 21 West Wealth Management LLC | 3.19% | Add +10.3% | 35,979 | $3.4M |
| Lido Advisors, LLC | 0.01% | Add +117.1% | 35,426 | $3.3M |
| Intelligence Driven Advisers, LLC | 0.46% | Reduce -15.2% | 35,327 | $3.3M |
| EWG Elevate Inc. | 1.03% | Add +5.8% | 35,283 | $3.3M |
| Fiduciary Alliance LLC | 0.22% | Add +0.5% | 35,181 | $3.3M |
| Barnes Wealth Management Group, Inc | 1.75% | Add +0.4% | 34,098 | $3.2M |
| Prudent Investors Network, Inc. | 0.76% | Reduce -21.8% | 33,301 | $3.1M |
| Northwest Financial Advisors | 3.94% | Add +28.9% | 32,856 | $3.1M |
| Capital Planning Advisors, LLC | 0.42% | Add +1.6% | 32,446 | $3.0M |
| Pinnacle Financial Group, LLC / IL | 0.91% | Add +70.0% | 32,130 | $3.0M |
| John W. Brooker & Co., CPAs | 6.08% | Reduce -1.1% | 32,088 | $3.0M |
| Insight Wealth Partners, LLC | 1.32% | Add +22.0% | 31,882 | $3.0M |
| Slagle Financial, LLC | 1.08% | Add +2.2% | 31,554 | $2.9M |
| Accredited Wealth Management, LLC | 2.17% | Reduce -58.6% | 11,480 | $2.9M |
| Essex Financial Services, Inc. | 0.17% | Reduce -7.5% | 31,124 | $2.9M |
| WCG Wealth Advisors LLC | 0.17% | Add +0.6% | 29,754 | $2.8M |
| SOL Capital Management CO | 0.24% | Add +52.7% | 29,226 | $2.7M |
| Fairway Financial, LLC | 2.09% | Add +3.1% | 28,363 | $2.6M |
| Womack Financial LLC | 1.90% | Add +5.9% | 26,817 | $2.5M |
| Taylor & Morgan Wealth Management, LLC | 1.53% | Add +19.1% | 26,647 | $2.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -5.5% | 26,644 | $2.5M |
| Maia Wealth LLC | 0.42% | Add +46.5% | 26,379 | $2.5M |
| Brookstone Capital Management | 0.03% | Add +27.2% | 26,212 | $2.4M |
| Menard Financial Group LLC | 1.61% | Reduce -1.0% | 25,715 | $2.4M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -0.7% | 25,248 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.9% | 25,174 | $2.3M |
| Hollencrest Capital Management | 0.08% | Reduce -0.8% | 24,636 | $2.3M |
| D'Orazio & Associates, Inc. | 0.29% | Reduce -20.7% | 23,455 | $2.2M |
| Creative Planning | 0.00% | Reduce -11.4% | 23,096 | $2.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Add +0.5% | 22,640 | $2.1M |
| TD Waterhouse Canada Inc. | 0.01% | Add +12.1% | 21,382 | $2.0M |
| Wealth Advisors of Iowa, LLC | 0.67% | Reduce -16.0% | 21,109 | $2.0M |
| Equitable Holdings, Inc. | 0.01% | Reduce -11.5% | 20,857 | $1.9M |
| Patten Group, Inc. | 0.37% | Add +31.1% | 20,491 | $1.9M |
| Berger Financial Group, Inc | 0.11% | Add +30.6% | 19,997 | $1.9M |
| Strategic Blueprint, LLC | 0.08% | Reduce -2.9% | 19,882 | $1.9M |
| National Bank of Canada | 0.00% | Add +2.1% | 19,414 | $1.8M |
| Retirement Planning Group, LLC | 0.06% | Reduce -41.1% | 18,653 | $1.7M |
| Old Mission Capital LLC | 0.06% | Add +251.3% | 18,653 | $1.7M |
| Citigroup Inc. | 0.00% | Add +8.6% | 18,334 | $1.7M |
| Strategic Wealth Partners, Ltd. | 0.13% | Add +70338.5% | 18,314 | $1.7M |
| Sumitomo Mitsui Financial Group, Inc. | 0.03% | No change | 18,030 | $1.7M |
| University of Texas/Texas Am Investment Management Co. | 0.24% | No change | 17,742 | $1.7M |
| Krilogy Financial LLC | 0.06% | Add +40.6% | 17,769 | $1.7M |
| Keyvantage Wealth, LLC | 0.69% | Reduce -9.2% | 17,548 | $1.6M |
| Lionsbridge Wealth Management LLC | 1.60% | Reduce -2.8% | 17,345 | $1.6M |
| Ascent Group, LLC | 0.06% | Reduce -3.5% | 17,215 | $1.6M |
| Tounjian Advisory Partners, LLC | 0.53% | Reduce -73.6% | 17,078 | $1.6M |
| Kingsview Wealth Management, LLC | 0.02% | Add +6.2% | 16,966 | $1.6M |
| L & S Advisors Inc | 0.16% | No change | 16,296 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -89.8% | 16,131 | $1.5M |
| Retireful, LLC | 1.42% | New | 15,746 | $1.5M |
| Richard W. Paul & Associates, LLC | 0.50% | Add +15.9% | 15,714 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +37.3% | 15,620 | $1.5M |
| Dudley Capital Management, LLC | 0.65% | Reduce -0.3% | 15,455 | $1.4M |
| Cyndeo Wealth Partners, LLC | 0.08% | Reduce -0.1% | 15,369 | $1.4M |
| Fragasso Financial Advisors Inc | 0.08% | Reduce -0.4% | 14,559 | $1.4M |
| Aristides Capital LLC | 0.40% | No change | 14,337 | $1.3M |
| Westside Investment Management, Inc. | 0.21% | Reduce -1.0% | 14,336 | $1.3M |
| Advisor OS, LLC | 0.11% | Add +13.8% | 14,226 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Add +0.3% | 13,947 | $1.3M |
| Parallel Advisors, LLC | 0.02% | Reduce -3.3% | 13,794 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -17.6% | 13,702 | $1.3M |
| Arrowroot Family Office, LLC | 0.50% | Add +1.0% | 13,420 | $1.3M |
| VSM Wealth Advisory, LLC | 0.38% | Add +2.6% | 13,203 | $1.2M |
| Beacon Financial Planning, Inc. | 0.63% | Reduce -0.4% | 13,115 | $1.2M |
| Clear Creek Financial Management, LLC | 0.11% | Add +30.2% | 13,092 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Reduce -63.2% | 12,993 | $1.2M |
| Continuum Advisory, LLC | 0.13% | Add +9.5% | 12,960 | $1.2M |
| OneAscent Financial Services LLC | 0.08% | Add +89.6% | 12,949 | $1.2M |
| Waterfront Wealth Inc. | 0.24% | Add +8.8% | 12,625 | $1.2M |
| Crossmark Global Holdings, Inc. | 0.02% | Add +21.3% | 12,568 | $1.2M |
| Beacon Financial Advisory LLC | 0.27% | Add +0.1% | 12,530 | $1.2M |
| Your Advocates Ltd., LLP | 0.39% | Reduce -94.5% | 12,502 | $1.2M |
| Watts Gwilliam & Co., LLC | 0.19% | Add +10.6% | 12,396 | $1.2M |
| Romano Brothers and Company | 0.13% | Add +4.9% | 12,175 | $1.1M |
| Strata Wealth Advisors, LLC | 0.30% | No change | 12,050 | $1.1M |
| MFA Wealth Services | 0.77% | Add +0.8% | 11,959 | $1.1M |
| PKS Advisory Services, LLC | 0.26% | Add +20.7% | 11,956 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Add +29.2% | 11,901 | $1.1M |
| Droms Strauss Advisors Inc. /Mo/ | 0.31% | Add +6.3% | 11,527 | $1.1M |
| 1620 Investment Advisors, Inc. | 0.73% | Reduce -1.0% | 11,492 | $1.1M |
| Ramiah Investment Group | 0.94% | Add +4.1% | 11,415 | $1.1M |
| Caldwell Sutter Capital, Inc. | 0.45% | Reduce -10.0% | 11,267 | $1.1M |
| Independent Financial Group, LLC | 0.03% | Add +1.5% | 11,163 | $1.0M |
| Arkadios Wealth Advisors | 0.03% | Add +0.9% | 11,119 | $1.0M |
| HCR Wealth Advisors | 0.10% | No change | 10,717 | $1.0M |
| M Holdings Securities, Inc. | 0.21% | Reduce -91.6% | 10,706 | $999K |
| Principal Securities, Inc. | 0.02% | Add +4.0% | 10,539 | $984K |
| Rovin Capital /Ut/ | 0.27% | Reduce -3.6% | 10,414 | $972K |
| Corient Private Wealth LP | 0.00% | Add +10.1% | 10,286 | $960K |
| Fort Point Capital Partners LLC | 0.12% | No change | 10,250 | $957K |
| CFO4Life Group, LLC | 0.14% | Reduce -0.7% | 10,008 | $934K |
| Flow Traders U.S. LLC | 0.04% | Add +24.2% | 9,795 | $914K |
| Moloney Securities Asset Management, LLC | 0.11% | Reduce -7.4% | 9,770 | $912K |
| Pinnacle Associates Ltd. | 0.01% | Add +5.0% | 9,239 | $862K |
| Wilmington Savings Fund Society, FSB | 0.02% | No change | 9,145 | $854K |
| Brasada Capital Management, LP | 0.14% | Add +0.2% | 9,130 | $852K |
| Rehmann Capital Advisory Group | 0.05% | Add +20.2% | 9,042 | $846K |
| Base Wealth Management LLC | 0.47% | Reduce -2.8% | 8,898 | $831K |
| First Foundation Advisors | 0.03% | No change | 8,682 | $810K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.06% | Add +5.4% | 8,543 | $797K |
| Bright Futures Wealth Management, LLC. | 0.63% | — | 8,516 | $795K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +238.5% | 8,509 | $794K |
| Atria Investments, Inc | 0.01% | Reduce -0.5% | 8,357 | $780K |
| IFP Advisors, Inc | 0.02% | Add +21.3% | 8,083 | $755K |
| FSA Investment Group, LLC | 0.47% | Reduce -0.6% | 8,021 | $747K |
| Consilium Wealth Advisory, LLC | 0.29% | No change | 7,975 | $744K |
| Lionshead Wealth Management, LLC | 0.56% | Add +6.1% | 7,525 | $702K |
| Tranquilli Financial Advisor LLC | 0.41% | Add +1.2% | 7,495 | $700K |
| &partners | 0.00% | Reduce -2.0% | 7,423 | $693K |
| Lokken Investment Group LLC | 0.24% | Add +3.3% | 7,343 | $685K |
| PFG Advisors | 0.03% | Reduce -49.3% | 7,319 | $683K |
| Eq LLC | 0.23% | Add +4.7% | 7,289 | $680K |
| AQR Capital Management | 0.00% | Add +31.5% | 7,272 | $679K |
| ORG Partners LLC | 0.13% | Add +1.2% | 7,250 | $678K |
| Thrive Capital Management, LLC | 0.17% | Reduce -7.5% | 7,204 | $673K |
| PFG Investments, LLC | 0.03% | Add +20.5% | 7,195 | $672K |
| Creative Financial Designs Inc. | 0.04% | Reduce -4.3% | 7,144 | $667K |
| Avondale Wealth Management | 0.35% | Reduce -4.0% | 7,100 | $663K |
| Duncan Williams Asset Management, LLC | 0.19% | Reduce -5.6% | 7,086 | $661K |
| Procyon Advisors, LLC | 0.04% | Add +0.3% | 7,014 | $655K |
| American Trust | 0.06% | Add +2.6% | 7,009 | $654K |
| Apexium Financial, LP | 0.03% | Add +34.3% | 6,834 | $638K |
| Macroview Investment Management LLC | 0.47% | Add +10.6% | 6,638 | $620K |
| Asset Management Group, Inc. | 0.10% | Add +1.1% | 6,627 | $619K |
| Betterment LLC | 0.00% | Add +8.7% | 6,562 | $613K |
| Burt Wealth Advisors | 0.15% | No change | 6,527 | $609K |
| L.K. Benson & Company, P.C. | 0.31% | Add +5.0% | 6,246 | $583K |
| Ameriprise Financial Inc. | 0.00% | Add +1.3% | 6,232 | $582K |
| Wedbush Securities Inc. | 0.02% | Reduce -57.1% | 6,218 | $580K |
| Astoria Portfolio Advisors LLC. | 0.15% | New | 6,195 | $577K |
| Legacy Advisory Services, LLC | 0.43% | Add +0.1% | 6,078 | $567K |
| Advus Financial Partners, LLC | 0.14% | Reduce -15.4% | 6,035 | $563K |
| Richards, Merrill & Peterson, Inc. | 0.24% | Reduce -3.2% | 5,980 | $558K |
| Decker Retirement Planning Inc. | 0.31% | Add +5.2% | 5,975 | $558K |
| Cerity Partners LLC | 0.00% | Add +23.8% | 5,870 | $548K |
| Stephens Inc. | 0.01% | Reduce -46.2% | 5,814 | $543K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +12.0% | 5,813 | $543K |
| Consolidated Portfolio Review Corp | 0.07% | Add +0.4% | 5,725 | $534K |
| Wealthspire Retirement, LLC | 0.03% | Add +0.6% | 5,700 | $532K |
| Claris Financial LLC | 0.29% | Reduce -1.8% | 5,530 | $516K |
| FSA Advisors, Inc. | 0.41% | Add +2.3% | 5,517 | $515K |
| Milestones Private Investment Advisors LLC | 0.35% | Add +0.1% | 5,487 | $512K |
| Sigma Planning Corp | 0.01% | Reduce -23.3% | 5,474 | $511K |
| Summit Investment Advisory Services, LLC | 0.20% | Add +2.6% | 5,467 | $510K |
| Rockefeller Capital Management L.P. | 0.00% | New | 5,462 | $510K |
| Smithbridge Asset Management Inc. | 0.07% | New | 5,399 | $504K |
| Mayfair Advisory Group, LLC | 0.21% | Reduce -1.8% | 5,343 | $499K |
| Investment Advisory Group, LLC | 0.13% | No change | 5,308 | $496K |
| International Assets Investment Management, LLC | 0.04% | No change | 5,332 | $489K |
| Westmount Partners, LLC | 0.13% | Add +7.6% | 5,208 | $485K |
| Harmony Asset Management LLC | 0.16% | Add +64.3% | 5,111 | $477K |
| CIBC Asset Management Inc | 0.00% | No change | 5,030 | $470K |
| Leisure Capital Management | 0.16% | No change | 4,929 | $460K |
| Sage Rhino Capital LLC | 0.09% | Reduce -1.8% | 4,909 | $458K |
| Glen Eagle Advisors, LLC | 0.06% | Add +1.4% | 4,622 | $431K |
| ACT Advisors, LLC. | 0.17% | Add +18.7% | 4,596 | $429K |
| Insigneo Advisory Services, LLC | 0.03% | New | 4,585 | $428K |
| Savant Capital, LLC | 0.00% | Reduce -2.6% | 4,576 | $427K |
| Williams & Novak, LLC | 0.32% | Reduce -14.0% | 4,496 | $420K |
| Nicolet Bankshares Inc. | 0.07% | Add +10.4% | 4,484 | $419K |
| Ascentis Independent Advisors | 0.07% | Add +17.6% | 4,478 | $418K |
| Gallacher Capital Management LLC | 0.16% | Reduce -0.5% | 4,373 | $408K |
| Park Avenue Securities LLC | 0.00% | Reduce -25.2% | 4,269 | $399K |
| MBL Wealth, LLC | 0.03% | Reduce -2.7% | 4,249 | $397K |
| Synergy Investment Management, LLC | 0.15% | Add +35.4% | 4,185 | $391K |
| Focused Wealth Management, Inc | 0.04% | Reduce -3.8% | 4,153 | $388K |
| Thrive Wealth Management, LLC | 0.06% | Add +2.0% | 4,109 | $384K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -9.7% | 4,109 | $384K |
| Rothschild Investment LLC | 0.02% | No change | 4,050 | $378K |
| MAI Capital Management | 0.00% | Reduce -18.2% | 4,015 | $375K |
| Moment Partners, LLC | 0.07% | No change | 4,000 | $373K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -62.5% | 3,966 | $370K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -79.7% | 3,905 | $365K |
| Renaissance Technologies | 0.00% | Reduce -43.5% | 3,900 | $364K |
| United Advisor Group, LLC | 0.05% | Add +1.5% | 3,834 | $358K |
| Arbor Trust Wealth Advisors, LLC | 0.16% | Reduce -23.0% | 3,825 | $357K |
| Summit Financial, LLC | 0.01% | Add +25.6% | 3,795 | $354K |
| OneAscent Wealth Management LLC | 0.12% | Reduce -0.1% | 3,767 | $352K |
| Cardinal Point Capital Management ULC | 0.02% | Reduce -9.2% | 3,745 | $351K |
| Apella Capital, LLC | 0.01% | Reduce -0.7% | 3,694 | $348K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 3,689 | $344K |
| Private Trust Co. NA | 0.03% | Add +0.1% | 3,680 | $344K |
| Perigon Wealth Management, LLC | 0.01% | Add +52.6% | 3,660 | $342K |
| Addison Capital Co | 0.10% | Reduce -33.8% | 3,617 | $338K |
| Avaii Wealth Management, LLC | 0.13% | Reduce -7.6% | 3,551 | $332K |
| Legacy Edge Advisors, LLC | 0.04% | Reduce -3.5% | 3,534 | $330K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 3,518 | $328K |
| Rollins Financial Advisors, LLC | 0.05% | Reduce -16.2% | 3,501 | $327K |
| Keybank National Association | 0.00% | No change | 3,497 | $326K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +27.3% | 3,478 | $325K |
| Keystone Wealth Services, LLC | 0.07% | No change | 3,447 | $322K |
| Twin Peaks Wealth Advisors, LLC | 0.11% | Reduce -4.9% | 3,410 | $318K |
| Sunbelt Securities, Inc. | 0.02% | Add +19.8% | 3,392 | $317K |
| Mather Group, Llc. | 0.00% | No change | 3,355 | $313K |
| Founders Financial Securities LLC | 0.02% | Reduce -97.1% | 3,314 | $309K |
| Calton & Associates, Inc. | 0.05% | Reduce -2.6% | 3,229 | $301K |
| Evolution Wealth Advisors, LLC | 0.04% | Reduce -0.5% | 3,172 | $296K |
| Focus Partners Wealth | 0.00% | Reduce -94.7% | 3,041 | $284K |
| Artemis Wealth Advisors, LLC | 0.04% | Add +1.3% | 2,988 | $279K |
| Prospera Financial Services Inc | 0.00% | Reduce -31.0% | 2,954 | $276K |
| Ameriflex Group, Inc. | 0.10% | Add +66.4% | 2,899 | $271K |
| BCR Wealth Strategies, LLC | 0.10% | Add +13.1% | 2,893 | $270K |
| Tobias Financial Advisors, Inc. | 0.04% | Add +1.3% | 2,889 | $270K |
| World Investment Advisors | 0.01% | Add +0.9% | 2,861 | $267K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +9.8% | 2,833 | $264K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 2,831 | $264K |
| Trek Financial, LLC | 0.02% | New | 2,825 | $264K |
| Mechanics Bank Trust Department | 0.04% | Reduce -0.8% | 2,808 | $262K |
| Gateway Wealth Partners, LLC | 0.04% | Add +2.6% | 2,799 | $261K |
| Brown, Lisle/Cummings, Inc. | 0.07% | Reduce -25.3% | 2,786 | $260K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.1% | 2,746 | $256K |
| Stonebridge Financial Planning Group, LLC | 0.10% | No change | 2,741 | $256K |
| IHT Wealth Management, LLC | 0.01% | Add +10.4% | 2,699 | $252K |
| NWF Advisory Services Inc. | 0.03% | Reduce -47.1% | 2,698 | $252K |
| BTG Pactual Asset Management US LLC | 0.03% | No change | 2,729 | $252K |
| Mainstay Capital Management LLC | 0.03% | Reduce -50.0% | 2,677 | $250K |
| Almanack Investment Partners, LLC. | 0.04% | Add +12.2% | 2,670 | $249K |
| Vermillion Wealth Management, Inc. | 0.07% | Reduce -4.3% | 2,549 | $238K |
| Blue Edge Capital, LLC | 0.03% | Reduce -18.4% | 2,514 | $235K |
| Fisher Asset Management | 0.00% | New | 2,470 | $231K |
| Ferguson Shapiro LLC | 0.07% | No change | 2,467 | $230K |
| Foundations Investment Advisors, LLC | 0.00% | New | 2,429 | $227K |
| Legacy Capital Wealth Partners, LLC | 0.05% | Add +0.0% | 2,401 | $224K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Add +2.2% | 2,350 | $219K |
| L.M. Kohn & Company | 0.26% | Reduce -1.5% | 2,339 | $218K |
| WealthPlan Investment Management, LLC | 0.01% | Reduce -59.5% | 2,301 | $215K |
| Atlanta Consulting Group Advisors, LLC | 0.05% | New | 2,285 | $213K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -70.3% | 2,237 | $209K |
| Round Rock Advisors LLC | 0.03% | No change | 2,223 | $208K |
| Old Port Advisors | 0.05% | Reduce -0.4% | 2,175 | $203K |
| Goodman Advisory Group, LLC | 0.05% | Add +62.4% | 2,171 | $203K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -11.4% | 2,166 | $202K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 2,146 | $200K |
| Wagner Wealth Management, LLC | 0.04% | No change | 2,066 | $193K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +39.7% | 1,929 | $180K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -37.7% | 1,856 | $173K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,812 | $169K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.3% | 1,791 | $167K |
| Wealth Watch Advisors, INC | 0.07% | New | 1,711 | $160K |
| Medallion Wealth Advisors, LLC | 0.06% | Add +1.1% | 1,699 | $159K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 1,661 | $155K |
| Larson Financial Group LLC | 0.01% | Add +0.4% | 1,612 | $150K |
| First PREMIER Bank | 0.03% | Add +9618.8% | 1,555 | $145K |
| US Bancorp \de | 0.00% | Reduce -17.1% | 1,289 | $120K |
| Greykasell Wealth Strategies, Inc. | 0.04% | New | 1,142 | $107K |
| Assetmark, Inc. | 0.00% | Reduce -48.8% | 1,129 | $105K |
| Colonial Trust Co / SC | 0.01% | New | 1,100 | $103K |
| Security National Bank | 0.01% | No change | 1,013 | $95K |
| Pinnacle Bancorp, Inc. | 0.03% | Reduce -0.7% | 935 | $87K |
| Pandora Wealth, Inc. | 0.05% | Reduce -1.4% | 913 | $85K |
| Blair William & Co. | 0.00% | No change | 906 | $85K |
| Ogorek Anthony Joseph /NY/ | 0.02% | No change | 839 | $78K |
| Trust Co. of Vermont | 0.00% | No change | 780 | $73K |
| Elevation Wealth Partners, LLC | 0.02% | Reduce -35.0% | 736 | $69K |
| Maseco LLP | 0.00% | No change | 648 | $60K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +1.3% | 617 | $58K |
| Avion Wealth | 0.01% | No change | 613 | $57K |
| Ancora Advisors LLC | 0.00% | No change | 602 | $56K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 582 | $54K |
| Northwest Capital Management Inc | 0.06% | Reduce -46.6% | 565 | $53K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -1.2% | 561 | $52K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -75.2% | 525 | $49K |
| SYM FINANCIAL Corp | 0.01% | No change | 508 | $47K |
| Parkside Financial Bank & Trust | 0.00% | No change | 500 | $47K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | Add +0.3% | 375 | $35K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -41.0% | 325 | $33K |
| Allianz Asset Management GmbH | 0.00% | Reduce -3.4% | 337 | $31K |
| Independence Bank of Kentucky | 0.00% | No change | 325 | $30K |
| Bogart Wealth, LLC | 0.00% | No change | 276 | $26K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -5.0% | 246 | $23K |
| Millstone Evans Group, LLC | 0.01% | No change | 246 | $23K |
| Cape Investment Advisory, Inc. | 0.02% | No change | 240 | $22K |
| Register Financial Advisors LLC | 0.01% | Add +1.4% | 222 | $21K |
| First Community Trust NA | 0.02% | No change | 221 | $21K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 220 | $21K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 169 | $16K |
| Morris Financial Concepts, Inc. | 0.00% | Reduce -4.0% | 145 | $14K |
| Scarborough Advisors, LLC | 0.00% | Reduce -42.5% | 145 | $14K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -25.0% | 144 | $13K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 140 | $13K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 136 | $13K |
| CoreCap Advisors, LLC | 0.00% | Add +63.6% | 108 | $10K |
| 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% | Reduce -18.5% | 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 |
| Promus Capital, LLC | 0.00% | No change | 39 | $4K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 36 | $3K |
| Caldwell Trust Co | 0.00% | No change | 34 | $3K |
| Spire Wealth Management | 0.00% | Add +4.5% | 23 | $2K |
| Bfsg, LLC | 0.00% | No change | 20 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | New | 17 | $2K |
| Archer Investment Corp | 0.00% | New | 13 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 10 | $934 |
| Versant Capital Management, Inc | 0.00% | No change | 8 | $747 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 3 | $314 |
| Mascoma Wealth Management LLC | 0.00% | No change | 1 | $92 |
"% 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.