PIMCO Active Bond Exchange-TBONDETF
13F holders, Q4 2025 (December 31)506holders +50
53new positions
20sold out
3famous investors
$93.10avg. 13F price*
At the end of Q4 2025, 506 institutions reported holding PIMCO Active Bond Exchange-T (BOND) in their 13F filings, up 50 from Q3 2025. 53 opened new positions and 20 sold out. The largest holders were Cwm, LLC ($386.2M), Morgan Stanley ($314.7M) and LPL Financial LLC ($269.6M). 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 (Q4 2025)
- CUSIP
- 72201R775
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $108.1M |
| Exits | 20 | $9.1M |
All 13F filers, Q3 2025 → Q4 2025: 8,784,641 shares bought and 713,161 shares sold, net +8,071,480 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 506 holders
| Cwm, LLC | 1.05% | Add +4.5% | 4,149,576 | $386.2M |
| Morgan Stanley | 0.02% | Add +14.2% | 3,380,670 | $314.7M |
| LPL Financial LLC | 0.07% | Add +25.4% | 2,895,952 | $269.6M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -1.1% | 2,100,558 | $195.5M |
| Wells Fargo & Company | 0.04% | Add +23.8% | 1,983,801 | $184.7M |
| Osaic Holdings, Inc. | 0.22% | Reduce -1.0% | 1,652,036 | $153.8M |
| Tectonic Advisors LLC | 7.79% | Add +0.8% | 1,586,589 | $147.7M |
| OneDigital Investment Advisors LLC | 1.42% | Add +8.4% | 1,552,324 | $144.5M |
| AE Wealth Management LLC | 0.79% | Add +47.6% | 1,482,067 | $138.0M |
| Bank of America Corp. | 0.01% | Add +18.3% | 1,453,893 | $135.3M |
| Koss-Olinger Consulting, LLC | 9.49% | Add +100.5% | 1,315,663 | $122.5M |
| Great Valley Advisor Group, Inc. | 2.00% | Add +11.5% | 1,115,814 | $103.9M |
| NewEdge Advisors, LLC | 0.36% | Add +7.3% | 1,055,291 | $98.2M |
| Raymond James Financial Inc. | 0.03% | Add +65.3% | 1,017,170 | $94.7M |
| Cetera Investment Advisers | 0.10% | Add +13.8% | 944,019 | $87.9M |
| UBS Group AG | 0.02% | Add +9.2% | 889,205 | $82.8M |
| Vickerman Investment Advisors, Inc. | 14.46% | Add +13.6% | 777,120 | $72.3M |
| CreativeOne Wealth, LLC | 1.74% | Add +9.5% | 772,020 | $71.9M |
| JPMorgan Chase & Co. | 0.00% | Add +8.1% | 765,938 | $71.3M |
| Waverly Advisors, LLC | 0.48% | Add +181.0% | 640,890 | $59.7M |
| Commonwealth Equity Services, LLC | 0.08% | Add +46.5% | 635,255 | $59.1M |
| Royal Bank of Canada | 0.01% | Add +15.6% | 634,895 | $59.1M |
| Sand Hill Global Advisors, LLC | 2.03% | Add +17.4% | 624,484 | $58.1M |
| Buck Wealth Strategies, LLC | 6.87% | Add +40.5% | 581,455 | $54.1M |
| Concurrent Investment Advisors, LLC | 0.59% | Add +10.5% | 558,121 | $51.9M |
| Heirloom Wealth Management | 10.58% | Add +1.9% | 491,798 | $45.8M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +10.2% | 483,862 | $45.1M |
| Thrivent Financial for Lutherans | 0.08% | Add +38.8% | 479,638 | $44.9M |
| Evolve Private Wealth, LLC | 2.59% | — | 466,565 | $43.6M |
| Mercer Global Advisors Inc. | 0.07% | Add +7.5% | 458,159 | $42.6M |
| Stifel Financial Corp. | 0.04% | Add +1.8% | 446,487 | $41.6M |
| FSM Wealth Advisors, LLC | 5.35% | Add +11.2% | 420,342 | $39.1M |
| HighTower Advisors, LLC | 0.04% | Add +67.5% | 418,859 | $39.0M |
| Advocacy Wealth Management, LLC | 1.60% | New | 410,678 | $38.2M |
| Hudson Capital Management LLC | 9.51% | Add +5.2% | 395,319 | $36.8M |
| Exchange Traded Concepts, LLC | 0.30% | Add +5.7% | 389,552 | $36.3M |
| BNP Paribas Financial Markets | 0.02% | Add +0.4% | 380,578 | $35.4M |
| Kestra Advisory Services, LLC | 0.13% | Add +18.1% | 350,395 | $32.6M |
| Legacy Private Trust Co. | 1.61% | Add +23.2% | 294,263 | $27.4M |
| Flaharty Asset Management, LLC | 3.31% | Add +2.2% | 284,921 | $26.5M |
| Southland Equity Partners LLC | 5.06% | Add +4.0% | 275,284 | $25.6M |
| Goldstein Advisors, LLC | 2.85% | Add +2.1% | 269,010 | $25.0M |
| Private Advisor Group, LLC | 0.12% | Add +24.1% | 268,049 | $24.9M |
| Eclectic Associates Inc. | 3.86% | Add +41.6% | 266,151 | $24.8M |
| Sowell Financial Services LLC | 0.91% | Add +3.8% | 265,987 | $24.8M |
| Stadion Money Management, LLC | 2.00% | New | 264,926 | $24.7M |
| Cornerstone Wealth Management, LLC | 1.27% | Add +6.8% | 262,663 | $24.4M |
| Kelman-Lazarov, Inc. | 3.46% | Add +3.6% | 260,274 | $24.2M |
| Valley National Advisers Inc. | 3.30% | Add +111.0% | 256,134 | $23.8M |
| Alpha Cubed Investments, LLC | 0.76% | Add +3.0% | 239,469 | $22.3M |
| Bouvel Investment Partners, LLC | 6.38% | Add +56.4% | 237,842 | $22.1M |
| O'Connor Financial Group LLC | 8.82% | Add +4.9% | 236,345 | $22.1M |
| Novem Group | 2.48% | Add +7.3% | 230,537 | $21.5M |
| Captrust Financial Advisors | 0.04% | Reduce -8.6% | 230,276 | $21.4M |
| Gotham Asset Management | 0.08% | Add +17.1% | 228,960 | $21.3M |
| Mariner, LLC | 0.02% | Add +44.0% | 209,445 | $19.5M |
| First Commonwealth Financial Corp | 3.15% | Add +12.0% | 205,060 | $19.1M |
| Ocean Park Asset Management, LLC | 0.89% | No change | 204,100 | $19.0M |
| PNC Financial Services Group, Inc. | 0.01% | Add +8.9% | 203,406 | $18.9M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +4.0% | 194,546 | $18.1M |
| MML Investors Services, LLC | 0.04% | Add +5.1% | 193,412 | $18.0M |
| RFG Advisory, LLC | 0.34% | Add +8.4% | 191,508 | $17.8M |
| Stratos Wealth Partners, LTD. | 0.20% | Add +9.5% | 191,060 | $17.8M |
| Elevation Point Wealth Partners, LLC | 0.84% | Add +10.2% | 186,495 | $17.4M |
| Vestmark Advisory Solutions, Inc. | 0.23% | Add +7.1% | 186,470 | $17.4M |
| Crestmont Private Wealth LLC | 5.55% | Reduce -1.0% | 183,532 | $17.1M |
| Wayfinding Financial, LLC | 6.94% | New | 175,288 | $16.4M |
| Hutchens & Kramer Investment Management Group, LLC | 5.34% | Add +32.6% | 166,174 | $15.5M |
| Bleakley Financial Group, LLC | 0.27% | Add +19.4% | 164,245 | $15.3M |
| Jones Financial Companies LLLP | 0.01% | Add +102.9% | 160,804 | $15.0M |
| Horizon Investments, LLC | 0.18% | Add +1.5% | 154,435 | $14.4M |
| Lynch Investment Planning, LLC | 13.72% | — | 153,154 | $14.3M |
| GeoWealth Management, LLC | 0.52% | Add +7.2% | 151,094 | $14.1M |
| Mullooly Asset Management, Inc. | 5.08% | Add +10.3% | 149,136 | $13.9M |
| Nest Investments, LLC | 11.42% | — | 146,684 | $13.7M |
| Truist Financial Corp. | 0.02% | Add +12.0% | 144,963 | $13.5M |
| Kwmg, LLC | 1.15% | Add +2.0% | 143,638 | $13.4M |
| Parr McKnight Wealth Management Group, LLC | 1.73% | Add +16.3% | 141,358 | $13.2M |
| Vicus Capital | 0.98% | Add +1.5% | 140,970 | $13.1M |
| Acima Private Wealth, LLC | 4.04% | Add +18.9% | 139,883 | $13.0M |
| Vavra Capital Management, LLC | 12.76% | — | 139,589 | $13.0M |
| McGrath & Associates, Inc. | 17.85% | Add +12.0% | 135,105 | $12.6M |
| BCS Wealth Management | 1.26% | Add +128.8% | 134,349 | $12.5M |
| Steph & Co. | 3.60% | Add +7.0% | 134,031 | $12.5M |
| PAX Financial Group, LLC | 2.14% | Reduce -0.5% | 133,271 | $12.4M |
| Stratos Wealth Advisors, LLC | 0.58% | Add +32.8% | 129,474 | $12.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +48.0% | 125,862 | $11.7M |
| Clearstead Advisors, LLC | 0.15% | Add +3.5% | 125,322 | $11.7M |
| Sheridan Capital Management, LLC | 5.87% | Add +3.1% | 124,351 | $11.6M |
| D.A. Davidson & Co. | 0.07% | Add +30.9% | 123,863 | $11.5M |
| Gould Asset Management LLC | 2.00% | Add +13.8% | 121,012 | $11.3M |
| AdvisorNet Financial, Inc | 0.59% | Add +4.7% | 118,958 | $11.1M |
| Scotia Capital Inc. | 0.04% | Reduce -63.0% | 118,165 | $11.0M |
| MorganRosel Wealth Management, LLC | 2.71% | Add +6.9% | 116,301 | $10.8M |
| TD Capital Management LLC | 0.96% | Add +1.2% | 116,230 | $10.8M |
| MRA Advisory Group | 4.22% | Add +6.3% | 108,076 | $10.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +9.4% | 106,407 | $9.9M |
| GM Advisory Group, LLC | 0.39% | Add +6.5% | 105,864 | $9.9M |
| SimpliFi, Inc. | 4.15% | Reduce -50.6% | 105,312 | $9.8M |
| Destination Wealth Management | 0.25% | Add +5.1% | 104,023 | $9.7M |
"% 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.