PIMCO ACTIVE BOND EXCHANGE-T BOND
$91.80
+0.2% 52w: $86.66 – $93.06
Latest 13F among current holders filed 10 days ago (Jun 25, 2026)
Price — last 12 months
research preview data86.6689.8693.06
Jun 20, 2025 Jul 2, 2026
Institutional holders
522
+20 QoQ
13F value
$6.26B
+15.2% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$2.7M calls / — puts
Institutional value by quarter
Number of holders
Who owns BOND?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 3.8M | $347.2M | 0.0% | +11.3% |
| CWM, LLC | Wealth advisor | 3.7M | $345.3M | 0.9% | -9.8% |
| LPL Financial LLC | Bank broker | 3.4M | $315.7M | 0.1% | +18.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.6M | $241.3M | 0.1% | +24.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.2M | $206.1M | 0.0% | +12.6% |
| AE Wealth Management LLC | Wealth advisor | 1.9M | $174.6M | 0.9% | +27.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.8M | $165.5M | 0.1% | +76.4% |
| OneDigital Investment Advisors LLC | Wealth advisor | 1.8M | $161.6M | 1.6% | +12.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.7M | $156.5M | 0.2% | +2.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.6M | $150.0M | 0.0% | +11.8% |
| TECTONIC ADVISORS LLC | Wealth advisor | 1.6M | $149.8M | 7.9% | +2.3% |
| NewEdge Advisors, LLC | Diversified mechanical | 1.3M | $123.3M | 0.4% | +26.6% |
| Koss-Olinger Consulting, LLC | Wealth advisor | 1.3M | $116.9M | 9.8% | -3.7% |
| Cetera Investment Advisers | Wealth advisor | 1.1M | $102.8M | 0.1% | +18.0% |
| Sand Hill Global Advisors, LLC | Wealth advisor | 1.1M | $98.3M | 3.3% | +70.6% |
| Waverly Advisors, LLC | Wealth advisor | 1.0M | $94.3M | 0.7% | +59.5% |
| Heirloom Wealth Management | Other | 1.0M | $94.1M | 17.0% | +107.3% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 956.1K | $88.2M | 1.6% | -14.3% |
| UBS Group AG | Bank broker | 911.7K | $84.1M | 0.0% | +2.5% |
| JPMORGAN CHASE & CO | Bank broker | 893.4K | $82.2M | 0.0% | +16.6% |
| CreativeOne Wealth, LLC | Wealth advisor | 835.7K | $77.1M | 1.8% | +8.3% |
| Vickerman Investment Advisors, Inc. | Wealth advisor | 738.2K | $68.1M | 14.3% | -5.0% |
| Gotham Asset Management, LLC | Diversified mechanical | 643.2K | $59.4M | 0.2% | +180.9% |
| ROYAL BANK OF CANADA | Bank broker | 641.9K | $59.2M | 0.0% | +1.1% |
| Buck Wealth Strategies, LLC | Wealth advisor | 628.4K | $58.0M | 7.2% | +8.1% |
| PRUDENT INVESTORS NETWORK, INC. | Wealth advisor | 608.2K | $56.1M | 12.2% | +2437.4% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 566.9K | $52.3M | 0.6% | +1.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 553.7K | $51.1M | 0.1% | -12.8% |
| Advocacy Wealth Management, LLC | Wealth advisor | 545.7K | $50.4M | 2.2% | +32.9% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 540.8K | $49.9M | 0.1% | +134.8% |
| FSM Wealth Advisors, LLC | Wealth advisor | 537.9K | $49.6M | 6.4% | +28.0% |
| EVOLVE PRIVATE WEALTH, LLC | Other | 526.5K | $48.6M | 2.6% | +12.9% |
| Mariner, LLC | Diversified mechanical | 502.5K | $46.4M | 0.1% | +139.9% |
| Thrivent Financial for Lutherans | Diversified mechanical | 492.9K | $45.5M | 0.1% | +2.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 478.5K | $44.2M | 0.0% | +7.2% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 445.0K | $41.1M | 0.1% | -2.9% |
| HighTower Advisors, LLC | Diversified mechanical | 441.0K | $40.7M | 0.0% | +5.3% |
| Hudson Capital Management LLC | Wealth advisor | 428.5K | $39.5M | 10.2% | +8.4% |
| Cooper Financial Group | Wealth advisor | 396.4K | $36.6M | 3.7% | +1119.8% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 380.8K | $35.1M | 0.0% | +0.1% |
| JANE STREET GROUP, LLC | Market maker | 372.8K | $34.4M | 0.0% | New |
| Christian Investment Advisors, Inc. | Wealth advisor | 346.0K | $32.4M | 20.5% | New |
| ECLECTIC ASSOCIATES INC /ADV | Wealth advisor | 346.9K | $32.0M | 4.3% | +30.3% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 318.7K | $29.4M | 0.0% | +119.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 309.3K | $28.5M | 0.1% | -36.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 297.5K | $27.5M | 0.1% | -15.1% |
| Legacy Private Trust Co. | Wealth advisor | 294.0K | $27.1M | 1.7% | -0.1% |
| Flaharty Asset Management, LLC | Wealth advisor | 288.6K | $26.6M | 3.3% | +1.3% |
| RFG Advisory, LLC | Wealth advisor | 283.0K | $26.1M | 0.5% | +47.8% |
| Cornerstone Wealth Management, LLC | Wealth advisor | 281.9K | $26.0M | 1.3% | +7.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.