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Disclosery

BOND PIMCO ETF TR

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ACTIVE BD ETF (fund)

538 managers (541 13F filers) reported a position in BOND shares at 2026-06-30, 70,216,237 shares in all. 54 filers opened a position and 34 filers sold out during the quarter.

Managers
538
13F filers
541
New
54
Added
285
Reduced
137
Sold out
34
Shares held by filers
70,216,237

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY3,983,835$367M0.02%+221,56613F-HRTimelineGroup
LPL Financial LLC3,827,606$353M0.08%+406,64713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,051,429$281M+275,371Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,787,919$257M0.07%+994,05313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,249,290$207M0.04%+15,64813F-HRTimelineGroup
AE Wealth Management LLC1,843,273$170M0.79%-49,31613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,839,221$170M0.01%+213,65413F-HRTimelineGroup
OneDigital Investment Advisors LLC1,835,711$169M1.43%+84,78613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,796,810$166M0.19%+98,64413F-HRTimelineGroup
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC1,670,377$154M7.4%+46,68513F-HRTimelineGroup
NewEdge Advisors, LLC1,474,136$136M0.4%+137,90513F-HRTimeline
Koss-Olinger Consulting, LLC1,347,216$124M9.57%+80,64613F-HRTimeline
Waverly Advisors, LLC1,332,448$123M0.71%+310,17213F-HRTimeline
Cetera Investment Advisers1,293,060$119M0.11%+179,06413F-HRTimeline
Sand Hill Global Advisors, LLC1,243,907$115M3.45%+178,82013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,168,467$108M0.01%+275,05213F-HRTimelineGroup
Heirloom Wealth Management1,156,313$107M15.45%+136,69513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.991,278$91.4M1.44%+35,19113F-HRTimeline
UBS Group AGin group UBS Group AG946,854$87.3M0.01%+35,15113F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC905,609$83.5M1.8%+69,88513F-HRTimelineGroup
Gotham Asset Management, LLC798,729$73.7M0.17%+155,56913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA654,022$60.3M0.01%+12,16313F-HRTimelineGroup
Buck Wealth Strategies, LLC651,556$60.1M6.28%+23,14313F-HRTimeline
Vickerman Investment Advisors, Inc.639,932$59M11.46%-98,28613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…639,633$59M0.1%+146,72813F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…602,397$55.5M0.47%+35,49013F-HRTimelineGroup
FSM Wealth Advisors, LLC583,033$53.8M5.77%+45,09113F-HRTimeline
Advocacy Wealth Management, LLC569,047$52.5M1.91%+23,32813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP566,667$52.3M0.04%+88,15613F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC553,056$51M3.12%+26,52313F-HRTimeline
Bouchey Financial Group, Ltd.545,883$50.3M3.25%new13F-HRTimeline
HighTower Advisors, LLC478,289$44.1M0.04%+37,27613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS471,968$43.5M0.07%-68,81513F-HRTimeline
RFG Advisory, LLC455,902$42M0.66%+172,93213F-HRTimeline
Hudson Capital Management LLC442,761$40.8M9.87%+14,22713F-HRTimeline
Cooper Financial Group433,100$39.9M3.31%+36,70513F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV410,428$37.8M4.31%+63,52513F-HRTimeline
Mariner, LLCin group Mariner, LLC407,558$37.6M0.04%-94,92713F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS383,537$35.4M0.02%+2,69613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC375,064$34.6M0.04%-178,62213F-HRTimeline
Christian Investment Advisors, Inc.373,981$34.5M20.33%+27,98413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP365,565$33.8M0.01%+104,89413F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding364,858$33.6M+17,738Timeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC345,148$31.8M0.1%+47,62113F-HRTimelineGroup
O'Connor Financial Group LLC331,895$30.6M10.82%+96,00113F-HRTimeline
Legacy Private Trust Co.330,525$30.5M1.7%+36,53113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP319,915$29.5M0.04%+1,21513F-HRTimelineGroup
Goldstein Advisors, LLC316,893$29.2M2.67%+35,39213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…318,668$29.1M0.05%+9,37813F-HRTimeline
Private Advisor Group, LLC310,214$28.6M0.13%+40,26013F-HRTimeline
Cornerstone Wealth Management, LLC309,271$28.5M1.23%+27,37713F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …294,771$27.2M3.8%+55,57013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC275,604$25.4M2.82%+17,46013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV275,358$25.4M0.03%-169,69113F-HR/ATimeline
Modern Wealth Management, LLC273,591$25.2M0.3%new13F-HRTimeline
Southland Equity Partners LLC270,271$24.9M4.36%-2,75513F-HRTimeline
Stadion Money Management, LLC269,366$24.7M2.13%+5,51813F-HRTimeline
Kelman-Lazarov, Inc.266,083$24.5M3.21%+3,79413F-HRTimeline
NOVEM GROUP245,552$22.6M2.3%+11,56513F-HRTimeline
Berger Financial Group, Inc239,458$22.1M1.13%-1,36513F-HRTimeline
OLD MISSION CAPITAL LLC238,153$22M0.56%+199,12013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…232,879$21.5M0.01%+31,42413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC229,015$21.1M0.04%+52,66513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC226,821$20.9M0.1%+16,47013F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…224,828$20.7M0.01%+6,01013F-HRTimelineGroup
Crestmont Private Wealth LLC222,787$20.5M5.76%+30,45013F-HRTimeline
Lynch Investment Planning, LLC210,964$19.5M14.95%+18,72013F-HRTimeline
AdvisorNet Financial, Inc206,864$19.1M0.87%+45,83513F-HRTimeline
Ocean Park Asset Management, LLC204,100$18.8M0.91%013F-HRTimeline
Atria Investments, Inc198,667$18.3M0.18%+3,19313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC196,718$18.1M0.34%+1,80013F-HRTimeline
Vestmark Advisory Solutions, Inc.195,617$18M0.17%+1,06413F-HRTimeline
Addison Capital Co190,661$17.6M2.88%+5,73213F-HRTimeline
Wayfinding Financial, LLC178,115$16.4M6.22%+12,19813F-HRTimeline
McGrath & Associates, Inc.176,003$16.2M21.14%+16,31613F-HRTimeline
Nest Investments, LLC170,171$15.7M11.92%+5,92613F-HRTimeline
Mullooly Asset Management, Inc.167,343$15.4M4.75%+15,07213F-HRTimeline
Bouvel Investment Partners, LLC163,263$15.1M3.4%-75,35813F-HRTimeline
Hopwood Nicholas Hunter160,276$14.8M4.05%+20,33613F-HRTimeline
Horizon Investments, LLC161,457$14.8M0.16%-9213F-HRTimeline
Bleakley Financial Group, LLC157,929$14.6M0.19%-5,68913F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …157,391$14.5M1.72%+7,64513F-HRTimeline
KWMG, LLC157,067$14.5M1.05%+7,62613F-HRTimeline
PAX Financial Group, LLC155,402$14.3M2.13%+13,71913F-HRTimeline
TD Capital Management LLC153,482$14.2M1.16%+27,41613F-HRTimeline
ACIMA PRIVATE WEALTH, LLC148,379$13.7M3.97%+6,01513F-HRTimeline
VICUS CAPITAL145,091$13.4M0.86%+42913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.141,982$13.1M0.08%+91,18013F-HRTimelineGroup
MBM WEALTH CONSULTANTS, LLC140,381$12.9M2.5%new13F-HRTimeline
Vavra Capital Management, LLC140,315$12.9M11.32%+21213F-HRTimeline
Clearstead Advisors, LLC138,203$12.7M0.12%+7,99413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC137,698$12.7M0.29%+10,24313F-HRTimelineGroup
D.A. DAVIDSON & CO.135,601$12.5M0.07%+17,87013F-HRTimeline
Sheridan Capital Management, LLC135,205$12.5M6%-81913F-HRTimeline
SCOTIA CAPITAL INC.132,988$12.3M0.05%-1,61313F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/130,793$12.1M1.9%+4,80613F-HRTimeline
Affiance Financial, LLC126,883$11.7M1.68%+29,56713F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.126,871$11.7M2.27%-481,33813F-HRTimeline
One Capital Management, LLC126,136$11.6M0.32%013F-HRTimeline
Hutchens & Kramer Investment Management…125,252$11.5M3.09%-51,28113F-HRTimeline
GeoWealth Management, LLC123,642$11.4M0.36%+26813F-HRTimeline
Integrated Wealth Concepts LLC122,183$11.3M0.05%+52,41313F-HRTimeline
STEPH & CO122,003$11.2M2.85%+7,24813F-HRTimeline
Cambridge Investment Research Advisors,…121,984$11.2M0.03%+12,26813F-HR/ATimeline
MRA Advisory Group119,830$11M4.01%+3,37213F-HRTimeline
HARBOUR INVESTMENTS, INC.119,350$11M0.15%+3,03013F-HRTimeline
&PARTNERS117,170$10.8M0.04%+59,56113F-HRTimeline
Wealthspire Advisors, LLC115,422$10.6M0.06%new13F-HRTimeline
Linscomb Wealth, Inc.113,461$10.5M0.45%+21,18013F-HRTimeline
Richard W. Paul & Associates, LLC111,468$10.3M3.14%+40,47013F-HRTimeline
SimpliFi, Inc.107,883$9.95M3.93%+1,29913F-HRTimeline
Asset Allocation Strategies LLC106,841$9.85M1.52%+12,25913F-HRTimeline
Sanctuary Advisors, LLC102,997$9.5M0.04%+2,19013F-HRTimeline
Freedom Investment Management, Inc.102,805$9.48M2.64%+62513F-HRTimeline
Destination Wealth Management101,466$9.36M0.22%+3,00313F-HRTimeline
Catalyst Investment Management LLC100,438$9.26M8.4%+15,65613F-HRTimeline
IFG Advisory, LLC100,100$9.23M0.32%+99,27813F-HRTimeline
Wealth Alliance Advisory Group, LLC99,791$9.2M1.33%+17,87313F-HRTimeline
Farther Finance Advisors, LLC99,664$9.19M0.07%+11,78413F-HRTimeline
Janney Montgomery Scott LLC96,582$8.91M0.02%+4,47013F-HRTimeline
Retirement Planning Group, LLC93,117$8.59M0.22%+33,56513F-HRTimeline
Valmark Advisers, Inc.86,174$7.95M0.08%+68,32213F-HRTimeline
BCS Wealth Management85,864$7.92M1.43%+8,93013F-HRTimeline
USAdvisors Wealth Management, LLC85,318$7.87M2.26%+4,19413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC84,809$7.82M0.12%-15,57513F-HRTimeline
MorganRosel Wealth Management, LLC82,561$7.61M2.57%+6,07513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC82,004$7.56M0.12%+4,10413F-HRTimeline
CarsonAllaria Wealth Management, Ltd.81,818$7.54M3.27%+8,16513F-HRTimeline
Security Financial Services, INC.80,918$7.46M1.04%+5213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC80,913$7.46M0.06%-79413F-HRTimeline
PATTEN & PATTEN INC/TN80,025$7.38M0.39%+2,70013F-HRTimeline
B. Riley Wealth Advisors, Inc.79,481$7.36M0.4%+5,45513F-HRTimeline
Darwin Wealth Management, LLC78,314$7.22M1.98%+4,10413F-HRTimeline
Treasure Coast Financial Planning78,311$7.22M3.52%+1,18413F-HRTimeline
Orion Porfolio Solutions, LLC77,820$7.18M0.05%-11,01713F-HRTimeline
Global Retirement Partners, LLC77,569$7.15M0.11%13F-HRTimeline
Visionary Wealth Advisors75,357$6.95M0.27%-2,45713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV74,135$6.84M0.33%+2,67713F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC71,174$6.56M0.29%-88513F-HRTimeline
JMAC ENTERPRISES LLC71,064$6.55M1.1%+10,85913F-HRTimeline
BAM Wealth Management, LLC70,678$6.52M4.08%+3,50313F-HRTimeline
Redhawk Wealth Advisors, Inc.70,613$6.51M0.64%+10,84913F-HRTimeline
Fourth Dimension Wealth, LLC69,937$6.45M2.04%new13F-HRTimeline
Geneos Wealth Management Inc.66,962$6.17M0.13%+17,93213F-HRTimeline
Pacifica Partners Inc.66,778$6.13M1.85%-1,35313F-HRTimeline
Aviance Capital Partners, LLC64,141$5.91M0.61%+5,86813F-HRTimeline
Selby Wealth Management, LLC64,045$5.91M2.09%+5,51913F-HRTimeline
DAVENPORT & Co LLC63,785$5.88M0.03%-2,37013F-HRTimeline
Koshinski Asset Management, Inc.63,287$5.84M0.31%+4,87513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp62,309$5.75M<0.01%+5,38613F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP62,190$5.73M0.27%+26,70113F-HRTimeline
Birchwood Financial Partners, Inc.61,616$5.68M4.65%+10,88913F-HRTimeline
Connecticut Wealth Management, LLC61,348$5.66M0.21%+14,99913F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.60,685$5.6M4.31%+11,82013F-HRTimeline
Slagle Financial, LLC59,299$5.47M1.64%+10,95313F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC59,160$5.35M0.56%+75313F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC57,389$5.29M2.72%-1,30813F-HRTimeline
Taylor & Morgan Wealth Management, LLC56,622$5.22M2.57%+7,05013F-HRTimeline
Lunt Capital Management, Inc.56,198$5.18M1.9%+73213F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding55,545$5.12M+3,831Timeline
Allworth Financial LP55,028$5.07M0.02%-14,48113F-HRTimeline
Freedom Financial Partners LLC54,963$5.07M1.65%+413F-HRTimeline
Colonial River Investments, LLC54,537$5.03M1.43%new13F-HRTimeline
FINANCIAL DISCOVERY GROUP INC54,104$4.99M10.64%-1,85213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC53,458$4.93M<0.01%-14,90713F-HRTimelineGroup
Denver PWM, LLC54,023$4.9M1.6%-57813F-HRTimeline
Csenge Advisory Group53,007$4.89M0.2%+29713F-HRTimeline
Advus Financial Partners, LLC52,994$4.89M1.39%new13F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…52,522$4.84M0.01%+3,69013F-HRTimelineGroup
Syverson Strege & Co51,574$4.76M1.04%+7413F-HRTimeline
CIBC WORLD MARKET INC.51,549$4.75M0.01%+7,91313F-HRTimeline
Del-Sette Capital Management, LLC51,160$4.72M2.75%+5,12613F-HRTimeline
Beacon Pointe Advisors, LLC50,862$4.69M0.02%-9113F-HRTimeline
Bluespring Wealth Management, LLC50,432$4.65M0.09%new13F-HRTimeline
Trek Financial, LLC48,667$4.49M0.22%+29,22113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC48,590$4.48M0.3%+10,09613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC48,568$4.48M0.01%+10,81713F-HRTimelineGroup
SlateStone Wealth, LLC47,592$4.39M0.34%+56313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.46,670$4.3M0.01%+2,57513F-HRTimelineGroup
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…46,310$4.27M0.49%+28,56813F-HRTimeline
Traction Financial Partners, LLC46,264$4.27M2.27%+80513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/46,042$4.25M<0.01%+1,10113F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd46,025$4.24M0.04%new13F-HRTimelineGroup
Dunhill Financial, LLC43,685$4.02M0.82%-4,70813F-HRTimeline
Mutual Advisors, LLC42,911$3.96M0.07%-54113F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK42,045$3.88M0.49%+3,84413F-HRTimelineGroup
Pinnacle Financial Group, LLC / IL41,648$3.84M0.94%+1,37313F-HRTimeline
Wealth Advisors of Iowa, LLC41,507$3.83M1.04%+43913F-HRTimeline
Vise Technologies, Inc.41,056$3.79M0.04%new13F-HRTimeline
Beckerman Institutional, LLC40,972$3.78M1.8%+12,08813F-HRTimeline
Elyxium Wealth, LLC40,712$3.75M0.39%+2,45213F-HRTimeline
L & S Advisors Inc40,597$3.74M0.39%+1,70713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC40,092$3.7M0.25%+2,47113F-HRTimeline
Essential Planning, LLC.39,884$3.68M1.04%-2,21213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC39,045$3.6M0.57%-1,16213F-HRTimeline
21 West Wealth Management LLC38,776$3.58M3.05%+21413F-HRTimeline
Fiduciary Alliance LLC38,515$3.55M0.24%-10713F-HRTimeline
Composition Wealth, LLC38,473$3.55M0.04%-1,12613F-HRTimeline
Avondale Wealth Management38,267$3.53M1.44%+31,16713F-HRTimeline
PFG Advisors37,827$3.49M0.18%+4,55413F-HRTimeline