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Disclosery

BOND PIMCO ETF TR

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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
Rosenberg Matthew Hamilton295$26.7K0.01%013F-HRTimeline
Bogart Wealth, LLC276$25K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC267$24.1K0.01%+313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.263$23.7K<0.01%-3213F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.259$23.4K0.02%13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources250$22.6K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC246$22.2K0.02%13F-HRTimeline
Cape Investment Advisory, Inc.240$21.7K0.01%new13F-HRTimeline
Crews Bank & Trust233$21.1K<0.01%13F-HRTimeline
FIRST COMMUNITY TRUST NA221$20K0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …211$19.1K<0.01%013F-HRTimelineGroup
Park Square Financial Group, LLC200$18.1K0.01%13F-HRTimeline
Sanctuary Wealth Management, L.L.C.177$16K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC153$13.8K<0.01%013F-HRTimeline
LEE DANNER & BASS INC150$13.6K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC136$12.3K<0.01%-35213F-HRTimeline
Element Wealth, LLC125$11.3K0.01%013F-HRTimeline
Sound Income Strategies, LLC108$9.77K<0.01%013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.99$9.01K0.01%new13F-HRTimeline
Sugarloaf Wealth Management, LLC98$8.86K<0.01%new13F-HRTimeline
WR Wealth Planners, LLC97$8.77K<0.01%+5413F-HRTimeline
Federation des caisses Desjardins du Qu…88$7.96K<0.01%013F-HRTimeline
2UniFi Bank86$7.78K0.01%13F-HRTimeline
Bullock Wealth Management Group76$6.87K<0.01%+213F-HRTimeline
CoreCap Advisors, LLC66$5.97K<0.01%-7913F-HRTimeline
EASTERN BANK50$4.52K<0.01%013F-HRTimeline
Gould Capital, LLC46$4.16K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC45$4.07K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.44$4.06K<0.01%013F-HRTimeline
Promus Capital, LLC39$3.53K<0.01%13F-HR/ATimeline
Marshall & Sterling Wealth Advisors Inc.35$3.11K<0.01%13F-HRTimeline
Caldwell Trust Co34$3.07K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC33$2.98K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…31$2.8K<0.01%-8313F-HRTimeline
Mainstream Capital Management LLC22$1.99K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management22$1.97K<0.01%013F-HRTimelineGroup
BFSG, LLC20$1.85K<0.01%-1,01613F-HRTimeline
Central Pacific Bank - Trust Division10$904<0.01%013F-HRTimeline
Versant Capital Management, Inc8$723<0.01%013F-HRTimeline
PSI Advisors, LLC8$723<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP8$723<0.01%-313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6$543<0.01%+113F-HRTimelineGroup
Frazier Financial Advisors, LLC3$294<0.01%-413F-HRTimeline
FMR LLCin group FMR LLC3$271<0.01%+113F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1$75<0.01%013F-HRTimelineGroup