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Disclosery

BOND PIMCO ETF TR

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ACTIVE BD ETF (fund)

524 managers (527 13F filers) reported a position in BOND shares at 2026-03-31, 68,252,986 shares in all. 51 filers opened a position and 26 filers sold out during the quarter.

Managers
524
13F filers
527
New
51
Added
272
Reduced
137
Sold out
26
Shares held by filers
68,252,986

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Roger Wittlin Investment Advisory, LLC35,730$3.3M2.7%-4,69113F-HRTimeline
Western Wealth Management, LLC35,646$3.29M0.13%new13F-HR/ATimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.35,589$3.28M0.18%+4,09913F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP35,489$3.27M0.18%+2,82713F-HRTimeline
Fairway Financial, LLC33,458$3.09M2.35%+2,33713F-HRTimeline
PFG Advisors33,273$3.07M0.15%+21,18713F-HRTimeline
Barnes Wealth Management Group, Inc32,702$3.02M1.53%-2,12013F-HRTimeline
Womack Financial LLC32,497$3M2.21%+3,92113F-HRTimeline
Wilkerson Advisory Group LLC31,950$2.95M1.01%+1,36913F-HRTimeline
Strategic Advisors LLC30,785$2.84M0.47%-72913F-HRTimeline
Emergent Wealth Advisors, LLC29,939$2.76M1.63%-26,13313F-HRTimeline
Maia Wealth LLC29,441$2.72M0.46%+1,06813F-HRTimeline
Beckerman Institutional, LLC28,884$2.67M1.42%+12,54213F-HRTimeline
Intelligence Driven Advisers, LLC28,368$2.62M0.46%-4,73313F-HRTimeline
Elevated Capital Advisors, LLC27,930$2.58M0.65%-12,84313F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.27,804$2.57M2.46%+1,75513F-HRTimeline
Strategic Blueprint, LLC27,541$2.54M0.15%+3,11913F-HRTimeline
Creative Planningin group Creative Planning27,334$2.52M<0.01%+68713F-HRTimelineGroup
IFP Advisors, Inc26,622$2.46M0.05%+18,38013F-HRTimeline
Navis Wealth Advisors, LLC26,000$2.4M1.22%new13F-HRTimeline
Steward Partners Investment Advisory, L…25,941$2.39M0.01%+47113F-HRTimeline
Menard Financial Group LLC24,984$2.31M1.61%+25413F-HRTimeline
EP Wealth Advisors, LLC24,890$2.3M0.01%+2,02613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT24,484$2.26M0.08%-5313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC24,388$2.25M<0.01%+2,89013F-HRTimelineGroup
MCF Advisors LLC24,280$2.24M0.1%-6,43313F-HRTimeline
TD Waterhouse Canada Inc.24,291$2.23M0.01%+2,21113F-HRTimeline
Fortitude Financial, LLC24,008$2.22M1.17%+55113F-HRTimeline
Arkadios Wealth Advisors23,558$2.17M0.04%+12,60213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC23,508$2.17M0.04%+79313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/22,933$2.12M<0.01%-51613F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC22,446$2.07M<0.01%+11,18713F-HRTimelineGroup
Advisory Services Network, LLC22,327$2.06M0.03%-1,23313F-HRTimeline
John W. Brooker & Co., CPAs21,897$2.02M3.18%-8,69013F-HRTimeline
D'Orazio & Associates, Inc.21,601$1.99M0.26%-81713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management21,468$1.98M0.02%-2,24913F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …21,294$1.96M0.04%-28813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC20,750$1.91M0.01%-17,33713F-HRTimelineGroup
Patten Group, Inc.20,284$1.87M0.33%-51113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC20,267$1.87M0.06%+2,66813F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…19,659$1.81M0.14%+6,96813F-HRTimelineGroup
Trek Financial, LLC19,446$1.79M0.1%+9,26713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP19,810$1.79M<0.01%+3,45913F-HRTimelineGroup
Valmark Advisers, Inc.17,852$1.65M0.02%+2,60813F-HRTimeline
Lionsbridge Wealth Management LLC17,780$1.64M1.65%-40913F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…17,742$1.64M0.24%013F-HRTimeline
Delta Investment Management, LLC17,341$1.6M0.29%new13F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC17,334$1.6M0.22%+11,62113F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO17,137$1.59M0.17%-29813F-HRTimeline
ROMANO BROTHERS AND COMPANY17,118$1.58M0.18%+71013F-HRTimeline
Asset One Wealth Management LLC16,650$1.54M0.17%-47213F-HRTimeline
TRB Wealth Management, LLC16,669$1.54M0.22%13F-HRTimeline
Signal Advisors Wealth, LLC16,561$1.53M0.1%+2,27513F-HRTimeline
VSM Wealth Advisory, LLC16,539$1.53M0.46%+42413F-HRTimeline
Waterfront Wealth Inc.16,134$1.49M0.27%+3,07713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,993$1.48M0.03%+3,33213F-HR/ATimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…15,980$1.47M0.05%+13,63113F-HRTimelineGroup
KEYVANTAGE WEALTH, LLC15,398$1.42M0.63%-2,06413F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC15,040$1.39M0.61%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC15,020$1.39M0.5%+11013F-HRTimeline
Cyndeo Wealth Partners, LLC15,008$1.38M0.07%-68913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,946$1.38M0.02%+4,05313F-HRTimelineGroup
Kovack Advisors, Inc.14,957$1.35M0.07%+2,92813F-HRTimeline
Krilogy Financial LLC14,609$1.35M0.04%-1,44613F-HRTimeline
Kingsview Wealth Management, LLC14,654$1.35M0.02%+22513F-HRTimeline
Continuum Advisory, LLC14,558$1.34M0.13%+1,22613F-HRTimeline
Westside Investment Management, Inc.14,316$1.32M0.2%013F-HRTimeline
Fragasso Financial Advisors Inc13,943$1.29M0.08%-40013F-HRTimeline
Arrowroot Family Office, LLC13,779$1.27M0.42%+5613F-HR/ATimeline
Beacon Financial Advisory LLC13,445$1.24M0.28%+78613F-HRTimeline
Parallel Advisors, LLC13,326$1.23M0.02%-1,64213F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …13,269$1.22M0.01%+66213F-HRTimelineGroup
Triad Wealth Partners, LLC12,666$1.17M0.09%new13F-HRTimeline
Ramiah Investment Group12,633$1.17M1.02%-15913F-HRTimeline
Boomfish Wealth Group, LLC12,594$1.16M0.62%new13F-HRTimeline
BEACON FINANCIAL PLANNING, INC12,526$1.16M0.45%+16713F-HRTimeline
Fjell Capital, LLC12,474$1.15M0.89%new13F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC12,370$1.14M0.12%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers12,243$1.13M<0.01%new13F-HRTimelineGroup
PKS Advisory Services, LLC12,155$1.12M0.26%-53313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC12,124$1.12M0.01%+92913F-HRTimelineGroup
MFA Wealth Services12,051$1.11M0.74%+5513F-HRTimeline
Strata Wealth Advisors, LLC12,050$1.11M0.3%013F-HRTimeline
Perigon Wealth Management, LLC11,863$1.09M0.02%+7,71113F-HRTimeline
First PREMIER Bank11,805$1.09M0.25%+8,60713F-HRTimeline
First Growth Capital LLC11,815$1.09M0.99%+1,40313F-HRTimeline
Consilium Wealth Advisory, LLC11,450$1.06M0.36%+3,47513F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT10,876$1.01M1.29%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.10,942$1.01M0.41%+88413F-HRTimeline
1620 INVESTMENT ADVISORS, INC.10,883$1M0.68%+1613F-HRTimeline
HCR Wealth Advisors10,524$971K0.1%013F-HRTimeline
Clear Creek Financial Management, LLC10,462$965K0.07%-3,37313F-HRTimeline
Aristides Capital LLC10,268$948K0.31%-4,70913F-HRTimeline
Fort Point Capital Partners LLC10,250$946K0.12%-4613F-HRTimeline
Prosperity Consulting Group, LLC10,246$946K0.04%+46813F-HRTimeline
Rollins Financial Advisors, LLC10,218$943K0.15%+2,81313F-HRTimeline
PFG Investments, LLC10,190$940K0.04%+2,42113F-HRTimeline
CFO4Life Group, LLC9,999$923K0.14%-913F-HRTimeline
Liberty Atlantic Advisors LLC9,946$918K0.78%+1913F-HRTimeline
Rehmann Capital Advisory Group9,854$909K0.05%+55313F-HRTimeline
Appalachian Capital Management Ltd9,816$906K0.73%-15313F-HRTimeline
Betterment LLC9,797$904K<0.01%+1,34613F-HRTimeline
Williams & Novak Wealth Management, LLC9,543$878K0.66%+2,66513F-HRTimeline
J.W. COLE ADVISORS, INC.9,455$873K0.03%+76813F-HRTimeline
Wilmington Savings Fund Society, FSB9,181$847K0.02%+3613F-HRTimeline
Lionshead Wealth Management, LLC9,036$834K0.61%+1,53813F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV8,969$828K0.22%-97813F-HRTimeline
RWA WEALTH PARTNERS, LLC8,965$827K0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.8,900$821K0.1%013F-HRTimeline
PINNACLE ASSOCIATES LTD8,643$798K0.01%-59613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC8,500$784K<0.01%-22,60013F-HRTimeline
HBK Sorce Advisory LLC8,293$766K0.02%013F-HRTimeline
IHT Wealth Management, LLC8,277$764K0.02%+4,06713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…8,162$753K0.05%-38113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS8,094$747K0.03%013F-HRTimelineGroup
Bright Futures Wealth Management, LLC.8,017$740K0.51%-58913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,992$737K0.05%+52213F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC7,769$717K0.03%013F-HRTimelineGroup
World Investment Advisors7,716$712K0.01%+1,71213F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC7,632$704K0.49%+81213F-HRTimeline
Base Wealth Management LLC7,548$697K0.39%-85013F-HRTimeline
Ausdal Financial Partners, Inc.7,541$696K0.03%-62613F-HRTimeline
HARMONY ASSET MANAGEMENT LLC7,355$679K0.21%-12313F-HRTimeline
FSA Investment Group, LLC7,247$669K0.27%-73413F-HRTimeline
Tranquilli Financial Advisor LLC7,209$665K0.39%-18213F-HRTimeline
Avondale Wealth Management7,100$655K0.32%013F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP7,063$651K0.12%-1,58013F-HRTimeline
Leisure Capital Management7,037$649K0.23%-3,61913F-HRTimeline
Ducere Wealth Management LLC7,023$648K0.26%-1,70113F-HRTimeline
Northwest Financial Advisors7,007$647K1.25%+53713F-HRTimeline
American Trust6,924$639K0.06%-613F-HRTimeline
ACT Advisors, LLC.6,798$627K0.27%+2,07813F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC6,766$624K0.27%+2,27413F-HRTimeline
WEDBUSH SECURITIES INC6,668$615K0.02%+40513F-HRTimeline
Dynamic Advisor Solutions LLC6,610$610K0.02%+53313F-HRTimeline
Duncan Williams Asset Management, LLC6,595$609K0.17%-1,18213F-HRTimeline
XY Planning Network, Inc.6,403$589K0.09%+1,04413F-HRTimeline
Asset Management Group, Inc.6,371$588K0.1%+7213F-HRTimeline
Helium Advisors LLC6,315$583K0.56%new13F-HRTimeline
SMITH, MOORE & CO.6,118$565K0.04%+1,71413F-HRTimeline
Synergy Investment Management, LLC6,085$562K0.18%+80013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.5,954$549K0.2%+213F-HRTimeline
Sowell Financial Services LLC5,915$546K0.02%-260,07213F-HRTimeline
Thrive Capital Management, LLC5,864$541K0.12%+2213F-HRTimeline
Medallion Wealth Advisors, LLC5,759$532K0.17%+2,72213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,713$527K<0.01%+89813F-HR/ATimelineGroup
L.K. Benson & Company, P.C.5,711$527K0.17%+513F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC5,661$522K0.06%-16713F-HRTimelineGroup
Procyon Advisors, LLC5,632$520K0.03%+12213F-HRTimeline
Sherrill & Hutchins Financial Advisory,…5,624$519K0.31%new13F-HRTimeline
Beacon Capital Management, LLC5,615$518K0.09%+2,91113F-HRTimeline
Decker Retirement Planning Inc.5,520$509K0.23%-28613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,505$508K0.04%-70013F-HRTimeline
VestGen Advisors, LLC5,482$503K0.01%new13F-HRTimeline
Summit Investment Advisory Services, LLC5,443$502K0.19%-1,22413F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,433$501K0.01%+1,32613F-HRTimeline
Modera Wealth Management, LLC5,425$501K0.01%new13F-HRTimeline
Claris Financial LLC5,367$495K0.27%-19713F-HRTimeline
Mayfair Advisory Group, LLC5,345$493K0.17%+113F-HRTimeline
Advyzon Investment Management, LLC5,310$490K0.04%new13F-HRTimeline
Investment Advisory Group, LLC5,308$490K0.12%013F-HRTimeline
LiftPoint Family Wealth Advisors LLC5,299$489K0.4%+33913F-HRTimeline
Westmount Partners, LLC5,290$488K0.12%+19413F-HRTimeline
Sequoia Financial Advisors, LLC5,277$487K<0.01%+2,44613F-HRTimeline
SAGE RHINO CAPITAL LLC5,237$483K0.09%+3313F-HRTimeline
FSA Advisors, Inc.5,214$481K0.32%-73813F-HRTimeline
Glen Eagle Advisors, LLC5,162$476K0.07%013F-HRTimeline
CIBC Asset Management Inc5,030$464K<0.01%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,022$463K0.01%new13F-HRTimelineGroup
Triumph Capital Management5,015$463K0.09%+3,07013F-HRTimeline
Atlanta Consulting Group Advisors, LLC4,779$441K0.09%+78313F-HRTimeline
Summit Financial, LLC4,709$435K0.01%+913F-HRTimeline
United Advisor Group, LLC4,702$434K0.05%+43413F-HRTimeline
ADG Wealth Management Group, LLC4,686$432K0.3%+50013F-HRTimeline
MBL Wealth, LLC4,621$426K0.03%+44113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK4,545$419K<0.01%new13F-HRTimelineGroup
Winthrop Advisory Group LLC4,455$411K0.03%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,451$411K<0.01%-8,79313F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC4,200$388K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV4,144$382K0.02%-3,08513F-HRTimeline
Thrive Wealth Management, LLC4,121$380K0.06%+513F-HRTimeline
Fortitude Advisory Group L.L.C.4,110$379K0.17%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC4,050$374K0.02%013F-HRTimeline
Moment Partners, LLC4,000$369K0.07%new13F-HRTimeline
Wealthspire Retirement, LLC3,971$366K0.02%-61613F-HRTimeline
PRIVATE TRUST CO NA3,954$365K0.03%+1,79713F-HRTimeline
Legacy Advisory Services, LLC3,893$359K0.27%-2,19313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,797$350K<0.01%+30013F-HRTimelineGroup
MAI Capital Management3,738$345K<0.01%-23713F-HRTimeline
Keating Financial Advisory Services, In…3,704$342K0.06%+1,00613F-HRTimeline
Prime Capital Investment Advisors, LLC3,607$333K<0.01%-3413F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,601$332K0.08%+27713F-HRTimeline
MATHER GROUP, LLC.3,594$332K<0.01%-2213F-HRTimeline
J. Derek Lewis & Associates Inc.3,585$331K0.07%013F-HR/ATimeline
EQ LLC3,481$321K0.09%+14213F-HRTimeline
Wealth Watch Advisors, INC3,464$320K0.13%+4113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,437$318K0.02%+12913F-HR/ATimeline
Keystone Wealth Services, LLC3,412$315K0.07%-19613F-HRTimeline
Sunbelt Securities, Inc.3,406$314K0.02%+713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,387$313K0.01%-11113F-HRTimelineGroup