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Disclosery

BOND PIMCO ETF TR

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ACTIVE BD ETF (fund)

468 managers (471 13F filers) reported a position in BOND shares at 2025-06-30, 47,691,840 shares in all. 40 filers opened a position and 32 filers sold out during the quarter.

Managers
468
13F filers
471
New
40
Added
185
Reduced
178
Sold out
32
Shares held by filers
47,691,840

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Ascent Group, LLCin group Ascent Group, LLC17,843$1.64M0.06%+14,36413F-HRTimelineGroup
Lionsbridge Wealth Management LLC17,838$1.64M1.64%+13,58913F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…17,742$1.64M0.26%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC16,882$1.56M<0.01%-1,68413F-HRTimelineGroup
J.W. COLE ADVISORS, INC.16,632$1.53M0.03%+4,56113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC16,320$1.5M0.01%+1,33713F-HRTimelineGroup
L & S Advisors Inc16,296$1.5M0.15%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO16,125$1.49M0.37%13F-HRTimeline
Kingsview Wealth Management, LLC15,981$1.47M0.02%-1,80013F-HRTimeline
Patten Group, Inc.15,629$1.44M0.3%+35313F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC15,510$1.43M0.72%013F-HRTimeline
Cyndeo Wealth Partners, LLC15,382$1.42M0.08%+5,27713F-HRTimeline
Berger Financial Group, Inc15,318$1.41M0.09%-1,26813F-HRTimeline
Fragasso Financial Advisors Inc14,624$1.35M0.09%-1,28713F-HRTimeline
WEDBUSH SECURITIES INC14,502$1.34M0.05%-1,71213F-HRTimeline
Westside Investment Management, Inc.14,486$1.33M0.25%+92013F-HRTimeline
PFG Advisors14,424$1.33M0.06%+2,99613F-HRTimeline
Aristides Capital LLC14,337$1.32M0.42%013F-HRTimeline
Parallel Advisors, LLC14,269$1.32M0.03%+37713F-HRTimeline
SlateStone Wealth, LLC14,251$1.31M0.12%new13F-HRTimeline
Valmark Advisers, Inc.13,905$1.28M0.02%+57513F-HRTimeline
Richard W. Paul & Associates, LLC13,553$1.25M0.45%+18313F-HRTimeline
Arrowroot Family Office, LLC13,282$1.22M0.55%13F-HRTimeline
BEACON FINANCIAL PLANNING, INC13,164$1.21M0.68%-22413F-HRTimeline
VSM Wealth Advisory, LLC12,867$1.19M0.39%+48813F-HRTimeline
Krilogy Financial LLC12,637$1.16M0.07%-53513F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.12,518$1.15M0.53%-59613F-HRTimeline
Beacon Financial Advisory LLC12,516$1.15M0.3%+51013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC12,496$1.15M0.11%+1,65813F-HRTimelineGroup
Strata Wealth Advisors, LLC12,050$1.11M0.31%013F-HRTimeline
MFA Wealth Services11,859$1.09M0.82%-85613F-HRTimeline
Continuum Advisory, LLC11,835$1.09M0.13%+25713F-HRTimeline
ROMANO BROTHERS AND COMPANY11,610$1.07M0.13%+70013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.11,604$1.07M0.76%-18613F-HRTimeline
Waterfront Wealth Inc.11,598$1.07M0.24%+51913F-HRTimeline
Beacon Pointe Advisors, LLC11,376$1.05M0.01%+3,36513F-HRTimeline
Watts Gwilliam & Co., LLC11,204$1.05M0.17%-7913F-HRTimeline
Arkadios Wealth Advisors11,020$1.02M0.03%+54313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,002$1.01M0.03%-33113F-HRTimeline
Ramiah Investment Group10,967$1.01M1.09%-20213F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV10,843$1000K0.31%+1,78013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,814$997K0.01%+66713F-HRTimelineGroup
ROVIN CAPITAL /UT/ /ADV10,800$996K0.3%-50413F-HRTimeline
HCR Wealth Advisors10,717$988K0.12%+19713F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding10,601$977K-17,515Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10,582$975K0.04%-5,82213F-HRTimelineGroup
Moloney Securities Asset Management, LLC10,546$972K0.12%-45913F-HRTimeline
Crossmark Global Holdings, Inc.10,365$955K0.02%+2,04313F-HRTimeline
Fort Point Capital Partners LLC10,250$945K0.09%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,137$934K0.02%+1,14913F-HRTimelineGroup
CFO4Life Group, LLC10,073$929K0.15%013F-HRTimeline
Clear Creek Financial Management, LLC10,052$927K0.09%+3,25513F-HRTimeline
PKS Advisory Services, LLC9,904$913K0.23%-1713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,344$861K<0.01%+2,35413F-HR/ATimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,209$849K0.01%+1,04813F-HRTimelineGroup
Base Wealth Management LLC9,153$844K0.54%013F-HRTimeline
Wilmington Savings Fund Society, FSB9,145$843K0.01%013F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP9,108$833K0.14%-3,28513F-HRTimeline
PINNACLE ASSOCIATES LTD8,801$811K0.01%-1,18613F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS8,682$800K0.03%-60513F-HRTimelineGroup
Atria Investments, Inc8,400$774K0.01%-48413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…8,105$747K0.06%-60113F-HRTimeline
FSA Investment Group, LLC8,066$743K0.55%-3,77013F-HRTimeline
Consilium Wealth Advisory, LLC7,975$735K0.31%new13F-HRTimeline
FLOW TRADERS U.S. LLC7,885$727K0.03%+4,37113F-HRTimeline
Thrive Capital Management, LLC7,787$718K0.22%-1,47213F-HRTimeline
&PARTNERS7,577$698K0.01%-54,93013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,531$694K0.04%-2,17713F-HRTimelineGroup
Rehmann Capital Advisory Group7,523$693K0.04%+72213F-HRTimeline
Duncan Williams Asset Management, LLC7,504$692K0.22%-1113F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7,468$688K0.05%+39113F-HRTimeline
Tranquilli Financial Advisor LLC7,409$683K0.42%-7,19113F-HRTimeline
Avondale Wealth Management7,400$682K0.38%+3,90013F-HRTimeline
LexAurum Advisors, LLC7,329$676K0.11%+50813F-HRTimeline
ORG Partners LLC7,167$660K0.14%+66813F-HRTimeline
Sigma Planning Corp7,135$658K0.02%-23413F-HRTimeline
Lokken Investment Group LLC7,110$655K0.25%-1513F-HRTimeline
Lionshead Wealth Management, LLC7,091$654K0.6%-19013F-HRTimeline
Procyon Advisors, LLC6,993$645K0.06%+1,46813F-HRTimeline
EQ LLC6,963$642K0.25%-1,86813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC6,900$636K<0.01%-1,40013F-HRTimeline
American Trust6,832$630K0.06%new13F-HRTimeline
IFP Advisors, Inc6,663$614K0.02%+4,58513F-HRTimeline
Asset Management Group, Inc.6,556$604K0.11%-46113F-HRTimeline
Burt Wealth Advisors6,527$602K0.14%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.6,178$569K0.27%-20613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,154$567K<0.01%-2,20913F-HRTimelineGroup
Legacy Advisory Services, LLC6,071$560K0.44%new13F-HRTimeline
Betterment LLC6,037$556K<0.01%-59113F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC6,004$553K0.45%+48613F-HRTimeline
PFG Investments, LLC5,970$550K0.03%+31513F-HRTimeline
L.K. Benson & Company, P.C.5,948$548K0.34%+1,18013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,705$526K<0.01%+1,37413F-HRTimelineGroup
Consolidated Portfolio Review Corp5,702$526K0.07%+87713F-HRTimeline
Decker Retirement Planning Inc.5,679$523K0.3%+14413F-HRTimeline
WealthPlan Investment Management, LLC5,676$523K0.04%+2,28413F-HRTimeline
Wealthspire Retirement, LLC5,667$522K0.03%-90813F-HRTimeline
Claris Financial LLC5,629$519K0.39%-49713F-HRTimeline
Waypoint Wealth Partners Inc.5,577$514K0.12%-26913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,530$510K<0.01%-1,95613F-HRTimelineGroup
Dynasty Wealth Management, LLC5,485$506K0.01%+1,96613F-HRTimeline
Milestones Private Investment Advisors …5,483$505K0.37%13F-HRTimeline
Addison Capital Co5,464$504K0.18%-47313F-HRTimeline
Mayfair Advisory Group, LLC5,443$501K0.24%+2113F-HRTimeline
FSA Advisors, Inc.5,392$497K0.4%+3,16913F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV5,354$494K0.02%+2,29213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,332$492K0.04%013F-HRTimeline
Summit Investment Advisory Services, LLC5,330$491K0.21%-2513F-HR/ATimeline
OLD MISSION CAPITAL LLC5,309$489K0.01%new13F-HRTimeline
Investment Advisory Group, LLC5,308$489K0.15%013F-HRTimeline
Williams & Novak Wealth Management, LLC5,226$482K0.41%-77013F-HRTimeline
Dynamic Advisor Solutions LLC5,190$478K0.01%+4513F-HRTimeline
Beacon Capital Management, LLC5,138$474K0.06%+5,09113F-HRTimeline
NAPA WEALTH MANAGEMENT5,133$473K0.23%-27613F-HRTimeline
NWF Advisory Services Inc.5,105$471K0.06%new13F-HRTimeline
Apexium Financial, LP5,090$469K0.02%+2,29013F-HRTimeline
CIBC Asset Management Inc5,030$464K<0.01%013F-HRTimeline
SAGE RHINO CAPITAL LLC5,001$461K0.1%-1,84413F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC4,968$458K0.22%-3,77513F-HRTimeline
Leisure Capital Management4,929$454K0.17%+40013F-HRTimeline
Vestmark Advisory Solutions, Inc.4,910$453K0.01%-5,61013F-HRTimeline
MAI Capital Management4,907$452K<0.01%-1,00513F-HRTimeline
Westmount Partners, LLC4,841$446K0.12%-34913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,740$437K<0.01%013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC4,696$433K<0.01%+65913F-HR/ATimelineGroup
Glen Eagle Advisors, LLC4,557$420K0.06%+5013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…4,551$419K0.01%+47713F-HRTimelineGroup
Gallacher Capital Management LLC4,394$405K0.19%-25413F-HRTimeline
MBL Wealth, LLC4,368$403K0.04%-9913F-HRTimeline
Focused Wealth Management, Inc4,317$398K0.05%-7713F-HRTimeline
Prospera Financial Services Inc4,281$395K0.01%-35413F-HRTimeline
Kovack Advisors, Inc.4,270$394K0.04%013F-HRTimeline
Rollins Financial Advisors, LLC4,178$385K0.06%+71613F-HRTimeline
Cardinal Point Capital Management ULC4,125$380K0.03%-2,50013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC4,063$375K0.06%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC4,050$373K0.02%013F-HRTimeline
Thrive Wealth Management, LLC4,029$371K0.06%new13F-HRTimeline
Physician Wealth Advisors, Inc.4,017$370K0.06%013F-HRTimeline
Moment Partners, LLC4,000$369K0.07%013F-HRTimeline
ACT Advisors, LLC.3,873$357K0.17%-17913F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC3,844$354K0.16%+3613F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…3,808$351K0.06%-30013F-HRTimelineGroup
United Advisor Group, LLC3,777$348K0.06%-15713F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.3,729$344K0.09%-19713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC3,689$340K0.01%-43613F-HRTimeline
Apella Capital, LLC3,718$339K0.01%-10913F-HRTimeline
PRIVATE TRUST CO NA3,678$339K0.03%-34813F-HRTimeline
Legacy Edge Advisors, LLC3,664$338K0.05%+8613F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,585$330K0.11%-1,12313F-HRTimeline
Crestwood Advisors Group, LLC3,518$324K0.01%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,497$322K<0.01%-5513F-HRTimelineGroup
Keystone Wealth Services, LLC3,447$318K0.08%013F-HRTimeline
MATHER GROUP, LLC.3,355$309K<0.01%013F-HRTimeline
CALTON & ASSOCIATES, INC.3,314$305K0.05%new13F-HRTimeline
Evolution Wealth Advisors, LLC3,189$294K0.04%+1,01213F-HRTimeline
Everhart Financial Group, Inc.3,165$292K0.03%-40013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC3,110$287K0.11%new13F-HRTimeline
Synergy Investment Management, LLC3,090$285K0.17%013F-HRTimeline
Blue Edge Capital, LLC3,082$284K0.04%+17513F-HRTimeline
Corus Family Wealth Advisors3,025$279K0.2%new13F-HRTimeline
Summit Financial, LLC3,022$279K0.01%new13F-HRTimeline
Qube Research & Technologies Ltd2,979$275K<0.01%new13F-HRTimeline
Artemis Wealth Advisors, LLC2,950$272K0.05%+3813F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.2,852$263K0.04%+3713F-HRTimeline
World Investment Advisors2,836$261K0.01%-1213F-HRTimeline
Mechanics Bank Trust Department2,832$261K0.04%-2013F-HRTimeline
Good Life Advisors, LLC2,821$260K0.02%new13F-HRTimeline
Sunbelt Securities, Inc.2,832$256K0.02%013F-HRTimeline
Avidian Wealth Enterprises, LLC2,742$253K0.01%+413F-HRTimeline
Stonebridge Financial Planning Group, L…2,741$253K0.11%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,732$252K0.02%+31513F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …2,729$252K0.03%-11013F-HRTimelineGroup
Gateway Wealth Partners, LLC2,729$252K0.05%+22913F-HRTimeline
Vermillion Wealth Management, Inc.2,665$246K0.12%-5513F-HRTimeline
Crown Wealth Group, LLC2,615$241K0.09%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,581$238K0.03%+113F-HRTimeline
BCR Wealth Strategies, LLC2,559$235K0.09%+8113F-HRTimeline
Savvy Advisors, Inc.2,544$235K0.02%new13F-HRTimeline
Belpointe Asset Management LLC2,518$232K0.01%-69613F-HRTimeline
Fortis Capital Advisors, LLC2,518$232K0.04%-69613F-HRTimeline
Ausdal Financial Partners, Inc.2,514$232K0.02%-2,01113F-HRTimeline
Ferguson Shapiro LLC2,467$227K0.08%-2313F-HRTimeline
Prime Capital Investment Advisors, LLC2,446$225K<0.01%-22013F-HRTimeline
IHT Wealth Management, LLC2,444$225K0.01%+17613F-HRTimeline
Legacy Capital Wealth Partners, LLC2,400$221K0.05%+113F-HRTimeline
Perigon Wealth Management, LLC2,399$221K0.01%new13F-HRTimeline
Almanack Investment Partners, LLC.2,380$219K0.03%new13F-HRTimeline
L.M. KOHN & COMPANY2,375$219K0.06%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,315$213K0.01%+6013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…2,300$212K<0.01%013F-HRTimeline
Christian Investment Advisors, Inc.2,251$207K0.14%-224,77413F-HRTimeline
Round Rock Advisors LLC2,223$205K0.04%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,204$203K<0.01%+1,62413F-HRTimelineGroup
ACAS, LLC2,194$203K0.14%new13F-HRTimeline
Old Port Advisors2,183$201K0.05%-48213F-HRTimeline
HHM Wealth Advisors, LLC2,113$195K0.02%new13F-HRTimeline
Wagner Wealth Management, LLC2,066$190K0.04%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,768$163K<0.01%+2213F-HRTimelineGroup
AMERIFLEX GROUP, INC.1,742$160K0.08%-9,55613F-HRTimeline
Medallion Wealth Advisors, LLC1,680$154K0.06%+17713F-HRTimeline