PIMCO Active Bond Exchange-TBONDETF
13F holders, Q1 2026 (March 31)527holders +21
51new positions
25sold out
4famous investors
$92.27avg. 13F price*
At the end of Q1 2026, 527 institutions reported holding PIMCO Active Bond Exchange-T (BOND) in their 13F filings, up 21 from Q4 2025. 51 opened new positions and 25 sold out. The largest holders were Morgan Stanley ($347.2M), Cwm, LLC ($345.3M) and LPL Financial LLC ($315.7M). 4 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- PIMCO Active Bond Exchange-T
- Filed as
- PIMCO ETF TR (Q1 2026)
- CUSIP
- 72201R775
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $148.4M |
| Exits | 25 | $5.7M |
All 13F filers, Q4 2025 → Q1 2026: 12,001,740 shares bought and 2,076,529 shares sold, net +9,925,211 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 527 holders
| Morgan Stanley | 0.02% | Add +11.3% | 3,762,269 | $347.2M |
| Cwm, LLC | 0.91% | Reduce -9.8% | 3,741,411 | $345.3M |
| LPL Financial LLC | 0.08% | Add +18.1% | 3,420,959 | $315.7M |
| Envestnet Asset Management Inc. | 0.06% | Add +24.5% | 2,614,444 | $241.3M |
| Wells Fargo & Company | 0.04% | Add +12.6% | 2,233,642 | $206.1M |
| AE Wealth Management LLC | 0.94% | Add +27.7% | 1,892,589 | $174.6M |
| Raymond James Financial Inc. | 0.05% | Add +76.4% | 1,793,866 | $165.5M |
| OneDigital Investment Advisors LLC | 1.58% | Add +12.8% | 1,750,925 | $161.6M |
| Osaic Holdings, Inc. | 0.23% | Add +2.8% | 1,698,166 | $156.5M |
| Bank of America Corp. | 0.01% | Add +11.8% | 1,625,567 | $150.0M |
| Tectonic Advisors LLC | 7.92% | Add +2.3% | 1,623,692 | $149.8M |
| NewEdge Advisors, LLC | 0.45% | Add +26.6% | 1,336,231 | $123.3M |
| Koss-Olinger Consulting, LLC | 9.80% | Reduce -3.7% | 1,266,570 | $116.9M |
| Cetera Investment Advisers | 0.11% | Add +18.0% | 1,113,996 | $102.8M |
| Sand Hill Global Advisors, LLC | 3.31% | Add +70.5% | 1,065,087 | $98.3M |
| Waverly Advisors, LLC | 0.71% | Add +59.5% | 1,022,276 | $94.3M |
| Heirloom Wealth Management | 16.95% | Add +107.3% | 1,019,618 | $94.1M |
| Great Valley Advisor Group, Inc. | 1.60% | Reduce -14.3% | 956,087 | $88.2M |
| UBS Group AG | 0.01% | Add +2.5% | 911,703 | $84.1M |
| JPMorgan Chase & Co. | 0.01% | Add +16.6% | 893,415 | $82.2M |
| CreativeOne Wealth, LLC | 1.79% | Add +8.3% | 835,724 | $77.1M |
| Vickerman Investment Advisors, Inc. | 14.32% | Reduce -5.0% | 738,218 | $68.1M |
| Gotham Asset Management | 0.18% | Add +180.9% | 643,160 | $59.4M |
| Royal Bank of Canada | 0.01% | Add +1.1% | 641,859 | $59.2M |
| Buck Wealth Strategies, LLC | 7.16% | Add +8.1% | 628,413 | $58.0M |
| Prudent Investors Network, Inc. | 12.22% | Add +2437.4% | 608,209 | $56.1M |
| Concurrent Investment Advisors, LLC | 0.57% | Add +1.6% | 566,907 | $52.3M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -12.8% | 553,686 | $51.1M |
| Advocacy Wealth Management, LLC | 2.23% | Add +32.9% | 545,719 | $50.4M |
| Captrust Financial Advisors | 0.09% | Add +134.8% | 540,783 | $49.9M |
| FSM Wealth Advisors, LLC | 6.38% | Add +28.0% | 537,942 | $49.6M |
| Evolve Private Wealth, LLC | 2.60% | Add +12.8% | 526,533 | $48.6M |
| Mariner, LLC | 0.05% | Add +139.9% | 502,485 | $46.4M |
| Thrivent Financial for Lutherans | 0.09% | Add +2.8% | 492,905 | $45.5M |
| Stifel Financial Corp. | 0.04% | Add +7.2% | 478,511 | $44.2M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -2.9% | 445,049 | $41.1M |
| HighTower Advisors, LLC | 0.04% | Add +5.3% | 441,013 | $40.7M |
| Hudson Capital Management LLC | 10.53% | Add +8.4% | 428,534 | $39.5M |
| Cooper Financial Group | 3.70% | Add +1119.8% | 396,395 | $36.6M |
| BNP Paribas Financial Markets | 0.02% | Add +0.1% | 380,841 | $35.1M |
| Jane Street Group, LLC | 0.04% | New | 372,845 | $34.4M |
| Christian Investment Advisors, Inc. | 20.46% | New | 345,997 | $32.4M |
| Eclectic Associates Inc. | 4.25% | Add +30.3% | 346,903 | $32.0M |
| Truist Financial Corp. | 0.04% | Add +119.8% | 318,700 | $29.4M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -36.1% | 309,290 | $28.5M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -15.1% | 297,527 | $27.5M |
| Legacy Private Trust Co. | 1.68% | Reduce -0.1% | 293,994 | $27.1M |
| Flaharty Asset Management, LLC | 3.31% | Add +1.3% | 288,621 | $26.6M |
| RFG Advisory, LLC | 0.48% | Add +47.8% | 282,970 | $26.1M |
| Cornerstone Wealth Management, LLC | 1.30% | Add +7.3% | 281,894 | $26.0M |
| Goldstein Advisors, LLC | 2.89% | Add +4.6% | 281,501 | $26.0M |
| Southland Equity Partners LLC | 4.91% | Reduce -0.8% | 273,026 | $25.2M |
| Private Advisor Group, LLC | 0.12% | Add +0.7% | 269,954 | $24.9M |
| Stadion Money Management, LLC | 2.45% | Reduce -0.4% | 263,848 | $24.3M |
| Kelman-Lazarov, Inc. | 3.47% | Add +0.8% | 262,289 | $24.2M |
| Jones Financial Companies LLLP | 0.01% | Add +62.1% | 260,671 | $23.9M |
| Valley National Advisers Inc. | 3.08% | Add +0.8% | 258,144 | $23.8M |
| Berger Financial Group, Inc | 1.25% | Add +1042.9% | 240,823 | $22.2M |
| First Commonwealth Financial Corp | 3.51% | Add +16.6% | 239,201 | $22.1M |
| Bouvel Investment Partners, LLC | 6.39% | Add +0.3% | 238,621 | $22.0M |
| O'Connor Financial Group LLC | 8.91% | Reduce -0.2% | 235,894 | $21.8M |
| Novem Group | 2.48% | Add +1.5% | 233,987 | $21.6M |
| PNC Financial Services Group, Inc. | 0.01% | Add +7.6% | 218,818 | $20.2M |
| Exchange Traded Concepts, LLC | 0.15% | Reduce -46.0% | 210,351 | $19.4M |
| Ocean Park Asset Management, LLC | 1.09% | No change | 204,100 | $18.8M |
| Stratos Wealth Partners, LTD. | 0.21% | Add +5.8% | 202,176 | $18.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +60.1% | 201,455 | $18.6M |
| Atria Investments, Inc | 0.20% | Add +2422.9% | 195,474 | $18.0M |
| Elevation Point Wealth Partners, LLC | 0.43% | Add +4.5% | 194,918 | $18.0M |
| Vestmark Advisory Solutions, Inc. | 0.20% | Add +4.3% | 194,553 | $18.0M |
| Crestmont Private Wealth LLC | 5.59% | Add +4.8% | 192,337 | $17.7M |
| Lynch Investment Planning, LLC | 15.94% | Add +25.5% | 192,244 | $17.7M |
| Addison Capital Co | 3.04% | Add +6122.4% | 184,929 | $17.1M |
| Hutchens & Kramer Investment Management Group, LLC | 5.15% | Add +6.2% | 176,533 | $16.3M |
| MML Investors Services, LLC | 0.05% | Reduce -8.8% | 176,350 | $16.3M |
| Wayfinding Financial, LLC | 6.65% | Reduce -5.3% | 165,917 | $15.3M |
| Nest Investments, LLC | 12.32% | Add +12.0% | 164,245 | $15.2M |
| Bleakley Financial Group, LLC | 0.24% | Reduce -0.4% | 163,618 | $15.1M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Reduce -16.9% | 161,614 | $14.9M |
| AdvisorNet Financial, Inc | 0.77% | Add +35.4% | 161,029 | $14.9M |
| Horizon Investments, LLC | 0.17% | Add +4.6% | 161,549 | $14.8M |
| McGrath & Associates, Inc. | 21.68% | Add +18.2% | 159,687 | $14.7M |
| Mullooly Asset Management, Inc. | 5.19% | Add +2.1% | 152,271 | $14.1M |
| Parr McKnight Wealth Management Group, LLC | 1.81% | Add +5.9% | 149,746 | $13.8M |
| Kwmg, LLC | 1.15% | Add +4.0% | 149,441 | $13.8M |
| Stratos Wealth Advisors, LLC | 0.82% | Add +11.9% | 144,944 | $13.4M |
| Vicus Capital | 0.98% | Add +2.6% | 144,662 | $13.3M |
| Acima Private Wealth, LLC | 4.12% | Add +1.8% | 142,364 | $13.1M |
| PAX Financial Group, LLC | 2.23% | Add +6.3% | 141,683 | $13.1M |
| Vavra Capital Management, LLC | 12.57% | Add +0.4% | 140,103 | $12.9M |
| Hopwood Nicholas Hunter | 4.11% | Add +47.4% | 139,940 | $12.9M |
| Sheridan Capital Management, LLC | 6.62% | Add +9.4% | 136,024 | $12.6M |
| Scotia Capital Inc. | 0.05% | Add +13.9% | 134,601 | $12.4M |
| Clearstead Advisors, LLC | 0.11% | Add +3.9% | 130,209 | $12.0M |
| Capital Analysts, LLC | 0.31% | Add +29.2% | 127,455 | $11.8M |
| One Capital Management, LLC | 0.32% | New | 126,136 | $11.6M |
| TD Capital Management LLC | 1.05% | Add +8.5% | 126,066 | $11.6M |
| Gould Asset Management LLC | 2.02% | Add +4.1% | 125,987 | $11.6M |
| GeoWealth Management, LLC | 0.41% | Reduce -18.4% | 123,374 | $11.4M |
| D.A. Davidson & Co. | 0.07% | Reduce -5.0% | 117,731 | $10.9M |
"% 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.