Skip to content
Disclosery

BOND PIMCO ETF TR

Follow

ACTIVE BD ETF (fund)

543 managers (546 13F filers) reported a position in BOND shares at 2026-06-30, 70,295,559 shares in all. 55 filers opened a position and 34 filers sold out during the quarter.

Managers
543
13F filers
546
New
55
Added
285
Reduced
141
Sold out
34
Shares held by filers
70,295,559

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
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,046$373K<0.01%new13F-HRTimelineGroup
Wealthspire Retirement, LLC3,971$366K0.02%013F-HRTimeline
EQ LLC3,791$350K0.09%+31013F-HRTimeline
Financial Planning Hawaii, Inc.3,765$347K0.19%+1,00013F-HRTimeline
Sigma Planning Corp3,728$344K0.01%-53,22013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …3,727$344K<0.01%+91113F-HRTimelineGroup
Astoria Portfolio Advisors LLC.3,722$343K0.06%new13F-HRTimeline
Rose Capital Advisors LLC3,629$335K0.18%13F-HRTimeline
Baker Ellis Asset Management LLC3,600$332K0.03%new13F-HRTimeline
J. Derek Lewis & Associates Inc.3,525$325K0.06%-6013F-HRTimeline
MATHER GROUP, LLC.3,521$325K<0.01%-7313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,480$321K0.02%+4313F-HRTimeline
ADG Wealth Management Group, LLC3,477$321K0.2%-1,20913F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,448$318K0.07%-15313F-HRTimeline
Keystone Wealth Services, LLC3,412$315K0.06%013F-HRTimeline
Widmann Financial Services, Inc.3,380$312K0.17%013F-HRTimeline
Apella Capital, LLC3,305$302K<0.01%+1513F-HRTimeline
CENTAURUS FINANCIAL, INC.3,256$300K0.01%+59613F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,243$299K0.01%+17013F-HRTimelineGroup
AVAII WEALTH MANAGEMENT, LLC3,228$298K0.09%+28113F-HRTimeline
Avidian Wealth Enterprises, LLC3,194$295K0.01%+413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,193$294K0.01%-1213F-HRTimeline
Wealth Watch Advisors, INC3,162$292K0.09%-30213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,111$287K0.03%+27413F-HRTimeline
Artemis Wealth Advisors, LLC3,105$286K0.03%+3913F-HR/ATimeline
Main Street Financial Solutions, LLC3,051$281K0.02%new13F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.3,001$277K0.04%+3713F-HR/ATimeline
XTX Topco Ltdin group XTX Topco Ltd3,000$277K<0.01%new13F-HRTimelineGroup
Focused Wealth Management, Inc2,929$270K0.02%+2113F-HRTimeline
BCR Wealth Strategies, LLC2,893$266K0.07%013F-HRTimeline
CHOREO, LLC2,863$264K<0.01%new13F-HRTimeline
McAdam, LLC2,840$262K0.01%new13F-HRTimeline
Endowment Wealth Management, Inc.2,840$262K0.1%+16313F-HRTimeline
Legacy Edge Advisors, LLC2,837$262K0.02%-613F-HR/ATimeline
Capital Advisors, Ltd. LLC2,824$260K0.03%+13813F-HRTimeline
AMERIFLEX GROUP, INC.2,805$259K0.11%+18113F-HRTimeline
Milestones Private Investment Advisors …2,783$257K0.2%013F-HRTimeline
Crestwood Advisors Group, LLC2,770$255K<0.01%-1713F-HRTimeline
Stonebridge Financial Planning Group, L…2,741$253K0.08%013F-HRTimeline
STEVENS CAPITAL PARTNERS2,712$250K0.05%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,646$244K0.01%-73713F-HRTimeline
Aptus Capital Advisors, LLC2,547$235K<0.01%+2,40713F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV2,546$235K0.02%013F-HRTimeline
Bison Wealth, LLC2,515$231K0.02%013F-HRTimeline
PCM Encore, LLC2,502$231K0.04%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,475$229K0.01%-17613F-HRTimelineGroup
Prime Capital Investment Advisors, LLC2,460$227K<0.01%-1,14713F-HRTimeline
IMA Advisory Services, Inc.2,425$224K0.01%new13F-HRTimeline
Lantern Wealth Advisors, LLC2,388$220K0.1%+16613F-HRTimeline
Vermillion Wealth Management, Inc.2,359$218K0.05%-9213F-HRTimeline
CALTON & ASSOCIATES, INC.2,317$214K0.03%-77113F-HRTimeline
Legacy Capital Wealth Partners, LLC2,309$213K0.04%-8213F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,300$212K<0.01%013F-HRTimeline
Allen Capital Group, LLC2,238$206K0.02%-2713F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,227$205K0.05%-34713F-HRTimeline
Round Rock Advisors LLC2,223$205K0.03%013F-HRTimeline
Hershey Financial Advisers, LLC2,217$204K0.15%-24413F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC2,208$204K0.08%new13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,206$203K0.04%new13F-HRTimeline
Legacy Advisory Services, LLC2,200$203K0.14%-1,69313F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…2,100$194K<0.01%-10013F-HRTimelineGroup
Key Financial Inc2,091$193K0.03%new13F-HRTimeline
Wagner Wealth Management, LLC2,066$191K0.04%013F-HRTimeline
Signature Equity Partners, LLC2,034$188K0.09%-79013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,938$179K<0.01%+98113F-HRTimelineGroup
Capital Investment Advisory Services, L…1,912$176K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,645$152K0.01%+513F-HRTimelineGroup
Larson Financial Group LLC1,476$136K<0.01%+513F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,381$127K0.01%new13F-HRTimelineGroup
Your Advocates Ltd., LLP1,220$113K0.03%-1,01513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,179$109K<0.01%-16813F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors1,100$102K0.01%013F-HRTimelineGroup
CX Institutional1,081$100K<0.01%new13F-HRTimeline
Lodestone Wealth Management LLC1,054$97.2K0.03%+913F-HRTimeline
Security National Bank1,013$93.4K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,008$93K<0.01%-3713F-HRTimelineGroup
Pinnacle Bancorp, Inc.1,006$92.8K0.02%+5013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS981$90.5K0.01%new13F-HRTimeline
Smartleaf Asset Management LLC917$84.9K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV839$77K0.02%013F-HRTimeline
Golden State Wealth Management, LLC828$76.4K0.01%-2913F-HRTimeline
Oakmont Advisory Group, LLC812$74.9K0.06%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC809$74.6K0.02%+1013F-HRTimeline
TRUST CO OF VERMONT780$71.9K<0.01%13F-HRTimeline
Redwood Park Advisors LLC774$71.4K0.05%-4413F-HRTimeline
SYM FINANCIAL Corp739$68.1K0.01%+27713F-HRTimeline
Strategic Wealth Partners, Ltd.732$67.5K<0.01%-55513F-HRTimeline
AlphaCore Capital LLC711$65.6K<0.01%+40613F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.657$60.6K0.04%+4113F-HRTimeline
Cedar Mountain Advisors, LLC641$59.2K0.01%+713F-HRTimeline
HHM Wealth Advisors, LLC632$58.3K0.01%013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE610$56.2K<0.01%+21713F-HR/ATimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC582$53.7K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC573$52.9K0.01%new13F-HRTimeline
Register Financial Advisors LLC516$47.6K0.01%+313F-HRTimeline
Parkside Financial Bank & Trust500$46.1K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…501$45.9K<0.01%+39213F-HRTimeline
Cornerstone Planning Group LLC450$40.8K0.01%+313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC437$40.3K<0.01%-16513F-HRTimelineGroup
Avion Wealth428$39K0.01%013F-HRTimeline
CoreCap Advisors, LLC380$35K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC380$35K0.02%+113F-HRTimeline
Beaird Harris Wealth Management, LLC333$30.7K<0.01%new13F-HRTimeline
Independence Bank of Kentucky325$30K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.295$27.2K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management295$27.2K<0.01%+27213F-HRTimelineGroup
Bogart Wealth, LLC276$25.4K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC249$23K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.246$22.7K0.02%013F-HRTimeline
Millstone Evans Group, LLC246$22.7K0.01%013F-HRTimeline
Kingdom Financial Group LLC.242$22.3K0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.239$22K0.01%new13F-HRTimeline
Harborfront Financial Group LLC229$21.1K0.08%13F-HRTimeline
First Bancorp, Inc /ME/225$20.7K0.01%new13F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST225$20.7K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…220$20.3K<0.01%013F-HRTimelineGroup
Archer Investment Corp206$19K<0.01%new13F-HR/ATimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…200$18.4K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC198$18.2K<0.01%013F-HRTimelineGroup
Bullock Wealth Management Group177$16.2K0.01%+1813F-HRTimeline
Plante Moran Financial Advisors, LLC164$15.1K<0.01%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.131$12.1K<0.01%-713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.126$12K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kroeger Financial Partners128$11.8K0.01%13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC107$9.82K<0.01%-14,91313F-HRTimeline
Federation des caisses Desjardins du Qu…88$8.11K<0.01%013F-HRTimeline
NBH Bank86$7.93K<0.01%13F-HRTimeline
Networth Advisors, LLC81$7.47K<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.72$6.64K<0.01%new13F-HRTimeline
Key Capital Management, INC69$6.36K<0.01%+5913F-HRTimeline
Crewe Advisors LLC66$6.09K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…52$4.79K<0.01%new13F-HRTimelineGroup
EASTERN BANK50$4.61K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC38$3.5K<0.01%013F-HRTimeline
Caldwell Trust Co34$3.13K<0.01%013F-HRTimeline
GS Investments, Inc.26$2.4K<0.01%013F-HRTimeline
BFSG, LLC20$1.89K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division10$922<0.01%013F-HRTimeline
Versant Capital Management, Inc8$738<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC8$738<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.6$556<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC3$322<0.01%013F-HRTimeline
Mascoma Wealth Management LLC1$91<0.01%013F-HRTimeline