Skip to content
Disclosery

BOND PIMCO ETF TR

Follow

ACTIVE BD ETF (fund)

445 managers (448 13F filers) reported a position in BOND shares at 2024-12-31, 43,523,436 shares in all. 32 filers opened a position and 33 filers sold out during the quarter.

Managers
445
13F filers
448
New
32
Added
192
Reduced
125
Sold out
33
Shares held by filers
43,523,436

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
CALDWELL SUTTER CAPITAL, INC.13,191$1.19M0.55%+51713F-HRTimeline
Arrowroot Family Office, LLC13,129$1.19M0.62%+26913F-HRTimeline
Krilogy Financial LLC13,027$1.18M0.08%+27913F-HRTimeline
Beacon Financial Advisory LLC12,816$1.16M0.38%+1,34513F-HRTimeline
Ramiah Investment Group12,809$1.16M1.05%+9713F-HRTimeline
Kingsview Wealth Management, LLC12,764$1.15M0.02%+1,58313F-HRTimeline
Lionshead Wealth Management, LLC12,446$1.13M0.82%13F-HRTimeline
Maia Wealth LLC12,260$1.12M0.24%+4,70513F-HRTimeline
VSM Wealth Advisory, LLC12,331$1.11M0.4%13F-HRTimeline
MFA Wealth Services12,318$1.11M0.89%13F-HRTimeline
ROVIN CAPITAL /UT/ /ADV12,201$1.1M0.4%-1,89613F-HRTimeline
Engineers Gate Manager LP12,101$1.09M0.02%new13F-HRTimeline
Strata Wealth Advisors, LLC12,050$1.09M0.34%013F-HRTimeline
FSA Investment Group, LLC12,128$1.08M0.94%13F-HRTimeline
Cardinal Point Capital Management ULC11,640$1.06M0.17%-5,10513F-HRTimeline
1620 INVESTMENT ADVISORS, INC.11,430$1.03M0.78%+33213F-HRTimeline
Thrive Capital Management, LLC11,406$1.03M0.47%-4,36013F-HRTimeline
Watts Gwilliam & Co., LLC11,444$1.03M0.22%-38113F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP11,499$1.03M0.18%-2,53513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,304$1.02M0.03%-613F-HRTimeline
Cyndeo Wealth Partners, LLC10,962$991K0.07%-1,50913F-HRTimeline
CFO4Life Group, LLC10,896$985K0.17%-1,99713F-HRTimeline
AMERIFLEX GROUP, INC.10,807$983K0.45%13F-HRTimeline
Continuum Advisory, LLC10,872$983K0.13%+2,36013F-HRTimeline
MAI Capital Management10,822$978K0.01%new13F-HRTimeline
Moloney Securities Asset Management, LLC10,662$964K0.13%+3,92513F-HRTimeline
HCR Wealth Advisors10,520$951K0.12%013F-HRTimeline
Wall Street Financial Group, Inc.10,361$937K0.92%+4,94513F-HRTimeline
Fort Point Capital Partners LLC10,250$927K0.1%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,147$917K0.01%013F-HRTimelineGroup
PKS Advisory Services, LLC10,002$904K0.23%13F-HRTimeline
Strategic Blueprint, LLC9,975$902K0.05%+5,33213F-HRTimeline
ROMANO BROTHERS AND COMPANY9,300$841K0.11%+99013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS9,287$840K0.03%013F-HRTimelineGroup
Procyon Advisors, LLC9,175$830K0.05%-37213F-HRTimeline
Wilmington Savings Fund Society, FSB9,145$827K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,988$813K0.02%+23413F-HRTimelineGroup
Valmark Advisers, Inc.8,911$806K0.01%+3,03813F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC8,809$800K0.37%-61813F-HRTimeline
Bright Futures Wealth Management, LLC.8,780$799K0.71%+14213F-HRTimeline
ATMOS ADVISORY, LLC8,777$794K0.55%new13F-HRTimeline
EQ LLC8,757$792K0.37%-32413F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV8,670$784K0.26%+3,45013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC8,642$781K0.02%13F-HRTimeline
Opal Wealth Advisors, LLC8,321$752K0.23%-13513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,007$724K0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,851$710K<0.01%-16,99513F-HRTimelineGroup
American Trust7,758$702K0.05%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,747$700K0.02%+45513F-HRTimelineGroup
Asset Management Group, Inc.7,595$687K0.12%-6,94213F-HRTimeline
Duncan Williams Asset Management, LLC7,556$683K0.27%+4,02413F-HRTimeline
Wealthspire Retirement, LLC7,530$681K0.05%-19,42013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC7,447$673K0.08%+65913F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC7,416$671K<0.01%new13F-HRTimelineGroup
Sigma Planning Corp7,371$666K0.02%+1,65313F-HRTimeline
SAGE RHINO CAPITAL LLC7,350$665K0.14%+67513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7,328$663K0.05%+10913F-HRTimeline
PINNACLE ASSOCIATES LTD7,245$655K0.01%+1,30913F-HRTimeline
Tranquilli Financial Advisor LLC7,229$654K0.41%+49013F-HRTimeline
Golden State Wealth Management, LLC7,132$645K0.1%13F-HRTimeline
SOL Capital Management CO7,091$641K0.07%+1,81413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,955$629K<0.01%-63113F-HRTimelineGroup
Kaydan Wealth Management, Inc.6,854$620K0.21%+3,18413F-HRTimeline
Merit Financial Group, LLC6,799$615K0.01%new13F-HRTimeline
Addison Capital Co6,778$613K0.24%+34813F-HRTimeline
Wolf Group Capital Advisors6,654$610K0.3%013F-HRTimeline
ORG Partners LLC6,729$609K0.08%+23613F-HRTimeline
Beacon Pointe Advisors, LLC6,679$604K0.01%-49413F-HRTimeline
J.W. COLE ADVISORS, INC.6,676$604K0.02%+2,24613F-HRTimeline
Pinnacle Financial Group, LLC / IL6,604$597K0.23%+2,34713F-HRTimeline
Prospera Financial Services Inc6,468$585K0.01%+3,37913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,265$566K0.01%-1,88313F-HRTimelineGroup
Claris Financial LLC6,126$554K0.36%13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,045$547K<0.01%-6,61613F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…5,964$539K0.05%+58313F-HRTimeline
Rehmann Capital Advisory Group5,904$534K0.03%-1,48513F-HRTimeline
PFG Investments, LLC5,838$528K0.03%+32113F-HRTimeline
Waypoint Wealth Partners Inc.5,782$523K0.14%+47413F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.5,766$521K0.27%13F-HRTimeline
Williams & Novak Wealth Management, LLC5,706$516K0.5%-8,56213F-HRTimeline
Physician Wealth Advisors, Inc.5,679$513K0.09%013F-HRTimeline
Mayfair Advisory Group, LLC5,672$513K0.3%-15513F-HRTimeline
Summit Investment Advisory Services, LLC5,629$509K0.26%-33213F-HRTimeline
Arkadios Wealth Advisors5,542$501K0.03%+32013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …5,489$499K0.06%013F-HRTimelineGroup
MACROVIEW INVESTMENT MANAGEMENT LLC5,524$499K0.51%+13013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,513$498K0.04%+45013F-HRTimeline
Clear Creek Financial Management, LLC5,511$498K0.05%+15513F-HRTimeline
Decker Retirement Planning Inc.5,389$487K0.28%13F-HRTimeline
ACT Advisors, LLC.5,343$483K0.26%+3,01813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,332$482K0.04%-446,24213F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC5,333$482K0.2%-35613F-HRTimeline
Investment Advisory Group, LLC5,308$480K0.16%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…5,240$475K0.03%+85413F-HRTimeline
Kovack Advisors, Inc.5,245$474K0.05%+87513F-HRTimeline
Betterment LLC5,208$471K<0.01%+4313F-HRTimeline
Westmount Partners, LLC5,139$465K0.14%+49413F-HRTimeline
Dynasty Wealth Management, LLC5,089$460K0.01%-35,11513F-HRTimeline
Summa Corp.5,000$452K0.22%013F-HRTimeline
HRT FINANCIAL LP4,968$449K<0.01%+2,17613F-HRTimeline
Focused Wealth Management, Inc4,831$437K0.06%-70713F-HRTimeline
L.K. Benson & Company, P.C.4,763$431K0.3%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.4,734$428K0.13%-3713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,689$424K<0.01%-13713F-HRTimelineGroup
Gallacher Capital Management LLC4,667$422K0.21%+3813F-HRTimeline
Lionsbridge Wealth Management LLC4,579$414K0.35%-15013F-HRTimeline
Dynamic Advisor Solutions LLC4,569$413K0.02%+1713F-HRTimeline
MBL Wealth, LLC4,466$404K0.04%+613F-HRTimeline
Glen Eagle Advisors, LLC4,422$400K0.07%+40513F-HRTimeline
NOVUS ADVISORS, LLC4,353$394K0.39%13F-HRTimeline
LexAurum Advisors, LLC4,226$382K0.08%+27613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,125$373K0.01%013F-HRTimeline
Legacy Edge Advisors, LLC4,094$372K0.06%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC4,050$366K0.02%013F-HRTimeline
Moment Partners, LLC4,000$362K0.07%13F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC3,961$358K0.17%-8313F-HRTimeline
Apella Capital, LLC3,911$354K0.01%-51313F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC3,877$351K0.03%013F-HRTimeline
Private Portfolio Partners LLC3,833$347K0.06%+86213F-HRTimeline
CIBC Asset Management Inc3,755$340K<0.01%013F-HRTimeline
Belpointe Asset Management LLC3,604$338K0.02%013F-HRTimeline
Fortis Capital Advisors, LLC3,604$338K0.12%013F-HRTimeline
United Advisor Group, LLC3,658$331K0.07%-5313F-HRTimeline
Burt Wealth Advisors3,591$325K0.08%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC3,544$320K0.02%new13F-HRTimelineGroup
Keystone Wealth Services, LLC3,535$320K0.08%-1,00613F-HRTimeline
PRIVATE TRUST CO NA3,530$319K0.03%+59013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,518$318K<0.01%013F-HRTimelineGroup
Avondale Wealth Management3,500$316K0.2%-35013F-HRTimeline
Signal Advisors Wealth, LLC3,466$315K0.04%+16513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC3,448$313K0.19%new13F-HRTimeline
Householder Group Estate & Retirement S…3,453$312K0.23%+3,03813F-HRTimeline
WealthPlan Investment Management, LLC3,409$308K0.03%-6113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding3,360$304K-9,602Timeline
MATHER GROUP, LLC.3,355$303K<0.01%-1,55913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,351$303K0.01%+1,03513F-HRTimelineGroup
Mechanics Bank Trust Department3,319$300K0.04%013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding3,302$299K+805Timeline
IFP Advisors, Inc3,258$295K0.01%+20713F-HRTimeline
Synergy Investment Management, LLC3,090$279K0.12%13F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV3,062$277K0.04%-2013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,908$263K<0.01%-30913F-HRTimelineGroup
Artemis Wealth Advisors, LLC2,876$260K0.05%+3613F-HRTimeline
Blue Edge Capital, LLC2,874$260K0.04%-53313F-HRTimeline
Sunbelt Securities, Inc.2,832$257K0.02%+2713F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.2,845$257K0.13%-3,48713F-HRTimeline
Crestwood Advisors Group, LLC2,818$255K<0.01%013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.2,780$251K0.05%+3513F-HRTimeline
Old Port Advisors2,769$250K0.07%-25013F-HRTimeline
Vermillion Wealth Management, Inc.2,751$249K0.13%13F-HRTimeline
Rollins Financial Advisors, LLC2,744$248K0.04%-28913F-HRTimeline
World Investment Advisors2,744$248K0.01%new13F-HRTimeline
Stonebridge Financial Planning Group, L…2,741$248K0.11%013F-HRTimeline
Avidian Wealth Enterprises, LLC2,733$247K0.01%+113F-HRTimeline
Goodman Financial Corp2,695$244K0.05%-1,49013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,680$242K0.05%-72,98413F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC2,590$234K0.04%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,578$233K0.03%+213F-HRTimeline
Consolidated Portfolio Review Corp2,555$231K0.04%013F-HRTimeline
Ferguson Shapiro LLC2,515$227K0.08%-3013F-HRTimeline
Coign Capital Advisors LLC2,485$225K0.21%13F-HRTimeline
BCR Wealth Strategies, LLC2,478$224K0.1%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC2,410$218K0.11%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC2,398$217K0.05%-513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,369$215K0.01%013F-HRTimeline
Prime Capital Investment Advisors, LLC2,361$213K<0.01%new13F-HRTimeline
Axim Planning & Wealth2,325$210K0.22%-1,40013F-HRTimeline
Prosperity Consulting Group, LLC2,323$210K0.02%+15313F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,300$208K0.01%013F-HRTimeline
Ausdal Financial Partners, Inc.2,292$207K0.02%new13F-HRTimeline
IHT Wealth Management, LLC2,265$205K0.01%-3,59813F-HRTimeline
Round Rock Advisors LLC2,223$201K0.04%013F-HRTimeline
Wagner Wealth Management, LLC2,067$187K0.05%-32113F-HRTimeline
Capital Advisors, Ltd. LLC1,903$172K0.02%+80313F-HRTimeline
Medallion Wealth Advisors, LLC1,901$172K0.09%13F-HRTimeline
Aptus Capital Advisors, LLC1,867$170K<0.01%+2113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,718$155K0.07%-51513F-HRTimeline
Northwest Capital Management Inc1,710$155K0.07%-1,08513F-HRTimeline
Larson Financial Group LLC1,592$144K0.01%-20213F-HRTimeline
BLAIR WILLIAM & CO/IL1,174$106K<0.01%+10013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,172$106K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,037$93.7K<0.01%-10713F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,030$93.2K0.01%+34413F-HRTimelineGroup
Avior Wealth Management, LLC912$82.5K<0.01%-2713F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV839$75K0.02%013F-HRTimeline
TRUST CO OF VERMONT775$70.1K<0.01%013F-HRTimeline
Avion Wealth723$65K0.02%-35813F-HRTimeline
Cornerstone Planning Group LLC688$62.6K0.02%-6213F-HRTimeline
Venturi Wealth Management, LLC685$61.9K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC605$54.9K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC561$50.7K0.01%-68713F-HRTimeline
Pacific Capital Wealth Advisors, Inc.536$48.5K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.530$47.9K0.02%013F-HRTimeline
Parkside Financial Bank & Trust500$45.2K0.01%013F-HRTimeline
SYM FINANCIAL Corp482$43.6K0.01%+113F-HRTimeline
Mascoma Wealth Management LLC412$37.3K0.01%-60813F-HRTimeline
Independence Bank of Kentucky346$31.3K<0.01%013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE342$30.9K<0.01%+913F-HRTimelineGroup
Transce3nd, LLC305$27.6K0.01%13F-HRTimeline
CENTRAL TRUST Co300$27.1K<0.01%new13F-HRTimeline