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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
CWM, LLCin group CWM, LLC3,739,586$338M1.4%+127,17213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,194,779$289M0.02%+390,65313F-HR/ATimelineGroup
Essential Planning, LLC.1,894,380$174M1.14%+1,850,71713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,674,718$151M-5,161Timeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC1,630,530$147M9.64%-197,72013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,546,158$140M0.03%+30,25713F-HRTimelineGroup
LPL Financial LLC1,482,055$134M0.05%+208,37813F-HRTimeline
OneDigital Investment Advisors LLC1,154,236$104M1.21%+129,36613F-HRTimeline
UBS Group AGin group UBS Group AG1,022,276$92.4M0.02%+151,04513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,006,486$91M0.01%+14,27813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.975,349$88.2M0.2%-82,14913F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC906,294$81.9M0.03%13F-HR/ATimelineGroup
Koss-Olinger Consulting, LLC667,584$60.4M5.29%+409,69513F-HRTimeline
NewEdge Advisors, LLC609,082$55.1M0.33%+146,88513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA569,734$51.5M0.01%-4,57013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC560,877$50.7M0.07%+30,51513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO533,985$48.3M<0.01%+33913F-HRTimelineGroup
Sand Hill Global Advisors, LLC527,443$47.7M2.02%-6,23813F-HRTimeline
AE Wealth Management LLC517,877$46.8M0.4%+137,17013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…459,955$41.6M0.08%+319,52913F-HR/ATimeline
Cetera Investment Advisers454,998$41.1M0.09%+50,92513F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.425,488$38.5M11.26%+39,16313F-HRTimeline
RFG Advisory, LLC400,887$36.2M1.03%+10,08313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…381,576$34.5M0.93%+53,38413F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC377,268$34.1M1.05%+46,70313F-HRTimelineGroup
Sanctuary Advisors, LLC371,080$33.8M0.21%+23,18013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding370,865$33.5M+189,051Timeline
SCOTIA CAPITAL INC.370,718$33.5M0.18%-20,08313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS358,746$32.4M0.03%new13F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…321,966$29.5M0.06%-5,27813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV323,019$29.2M0.07%+128,43313F-HRTimeline
Hudson Capital Management LLC310,891$28.1M8.74%+6,77713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP264,307$23.9M0.02%+9,63713F-HRTimelineGroup
Southland Equity Partners LLC256,632$23.2M5.4%-85213F-HRTimeline
Goldstein Advisors, LLC248,188$22.4M3.26%+22,82613F-HRTimeline
Flaharty Asset Management, LLC241,235$21.8M3.18%+20,76813F-HRTimeline
Vickerman Investment Advisors, Inc.239,118$21.6M5.87%-5,43613F-HRTimeline
Horizon Investments, LLC237,863$21.4M0.61%-4,73613F-HRTimeline
Kelman-Lazarov, Inc.234,930$21.2M3.82%+4,28113F-HRTimeline
Waverly Advisors, LLC234,736$21.2M0.33%+169,73013F-HRTimeline
Legacy Private Trust Co.231,669$20.9M1.37%+19,03313F-HRTimeline
FSM Wealth Advisors, LLC230,180$20.8M5.09%+36,29813F-HRTimeline
Sowell Financial Services LLC229,509$20.8M1.09%+114,03713F-HRTimeline
HighTower Advisors, LLC225,119$20.4M0.03%+122,07113F-HRTimeline
Christian Investment Advisors, Inc.221,662$20M14.49%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.214,221$19.4M0.12%+14,69513F-HRTimeline
Your Advocates Ltd., LLP213,897$19.3M7.69%+13,47013F-HRTimeline
Alpha Cubed Investments, LLC189,046$17.1M0.78%-21,56913F-HRTimeline
Freedom Investment Management, Inc.187,923$17M1.41%-8,94513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.177,189$16M0.23%-8,45313F-HRTimelineGroup
NOVEM GROUP172,860$15.6M2.32%13F-HRTimeline
Cornerstone Wealth Management, LLC165,985$15M1.01%+59,62313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…158,871$14.4M0.01%+17,29313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC158,260$14.3M0.05%+3,81713F-HRTimeline
PAX Financial Group, LLC156,699$14.2M2.54%+7,55313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp153,114$13.8M<0.01%+4,00313F-HRTimelineGroup
Private Advisor Group, LLC151,736$13.7M0.08%+43,89213F-HRTimeline
GeoWealth Management, LLC150,142$13.6M0.44%+3713F-HRTimeline
Mariner, LLCin group Mariner, LLC144,601$13.1M0.02%+87,62113F-HRTimelineGroup
ACIMA PRIVATE WEALTH, LLC143,656$13M4.37%+12,81113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS142,123$12.9M0.04%+12,52313F-HRTimeline
Cambridge Investment Research Advisors,…141,219$12.8M0.04%-33,66213F-HRTimeline
Independent Advisor Alliance140,493$12.7M0.17%new13F-HRTimeline
John W. Brooker & Co., CPAs137,584$12.4M5.37%-33,81013F-HRTimeline
VICUS CAPITAL134,217$12.1M1.08%+2,29113F-HRTimeline
KWMG, LLC132,675$12M1.24%+1,82413F-HRTimeline
Dunhill Financial, LLC128,360$11.6M5.4%+29,18113F-HRTimeline
Sheridan Capital Management, LLC127,579$11.5M8.1%-2,11213F-HRTimeline
Clearstead Advisors, LLC126,631$11.4M0.17%+36,48713F-HRTimeline
B. Riley Wealth Advisors, Inc.125,813$11.4M0.37%-9,12513F-HRTimeline
Bouvel Investment Partners, LLC121,748$11M3.97%-2,01113F-HRTimeline
Bleakley Financial Group, LLC119,766$10.8M0.33%+68813F-HRTimeline
M Holdings Securities, Inc.116,617$10.5M1.7%+3,70713F-HR/ATimeline
Meriwether Wealth & Planning, LLC114,000$10.3M7.34%13F-HRTimeline
Smart Portfolios, LLC113,037$10.2M10.7%-3,04713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC112,861$10.2M0.01%+108,88313F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC108,384$9.8M0.88%-5,65913F-HRTimeline
VALLEY NATIONAL ADVISERS INC106,725$9.65M1.73%+4,66413F-HRTimeline
AdvisorNet Financial, Inc106,488$9.63M0.81%+31,27513F-HRTimeline
STEPH & CO105,493$9.54M3.22%-15,76313F-HRTimeline
IFG Advisory, LLC105,397$9.53M0.54%+1,94913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management103,634$9.37M0.14%+32,34813F-HRTimelineGroup
TD Capital Management LLC102,053$9.23M0.94%-9,11013F-HRTimeline
GM Advisory Group, LLC101,155$9.15M0.51%+1,25113F-HRTimeline
Destination Wealth Management93,677$8.47M0.26%+80913F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/91,989$8.32M1.75%+17,41413F-HRTimeline
WealthShield Partners, LLC90,920$8.26M1.17%+25,81713F-HRTimeline
Allworth Financial LP90,613$8.21M0.05%+3,26613F-HRTimeline
HARBOUR INVESTMENTS, INC.88,575$8.01M0.23%-88913F-HRTimeline
Visionary Wealth Advisors83,819$7.58M0.44%+2,62013F-HRTimeline
Treasure Coast Financial Planning82,845$7.49M4.93%-11,46013F-HRTimeline
Integrated Wealth Concepts LLC81,884$7.4M0.09%+1,79013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV81,415$7.36M1.67%+29,92313F-HRTimeline
Orion Porfolio Solutions, LLC78,008$7.05M0.07%+4,39613F-HRTimeline
Orion Portfolio Solutions, LLC78,008$7.05M0.07%+4,39613F-HRTimeline
Csenge Advisory Group77,771$7.03M0.38%+3,93413F-HRTimeline
Darwin Wealth Management, LLC76,319$6.9M2.32%-14,36913F-HR/ATimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC76,129$6.88M0.39%-6313F-HR/ATimeline
Connecticut Wealth Management, LLC72,985$6.6M0.32%+26,16413F-HRTimeline
MorganRosel Wealth Management, LLC72,474$6.55M2.15%+4,48613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…72,242$6.53M0.01%-49,72913F-HRTimelineGroup
Denver PWM, LLC71,936$6.5M2.52%-7,42113F-HRTimeline
Leisure Capital Management71,755$6.49M2.54%+67,41313F-HRTimeline
Hamilton Wealth, LLC68,482$6.19M1.5%+13,29613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC67,669$6.12M0.09%+5,35213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV64,812$5.86M0.43%+3,09013F-HRTimeline
Syverson Strege & Co64,715$5.85M1.95%+2,43413F-HRTimeline
Pacifica Partners Inc.64,092$5.8M2.5%-1,32613F-HRTimeline
KEYVANTAGE WEALTH, LLC62,059$5.61M4.01%13F-HRTimeline
Elevated Capital Advisors, LLC60,006$5.43M1.48%+1,54113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/59,372$5.37M<0.01%+7,15613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP59,239$5.36M0.01%-72,65913F-HRTimelineGroup
D.A. DAVIDSON & CO.57,681$5.22M0.04%+11,64313F-HRTimeline
CarsonAllaria Wealth Management, Ltd.55,301$5M2.86%+3,13513F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC55,039$4.98M0.7%+5,63113F-HRTimeline
&PARTNERS55,014$4.97M0.06%+40,24013F-HRTimeline
Retirement Planning Group, LLC51,955$4.7M0.24%-1,22113F-HRTimeline
Intelligence Driven Advisers, LLC50,084$4.53M0.85%-29,68913F-HRTimeline
Cornerstone Advisory, LLC49,559$4.53M0.51%-67,29113F-HRTimeline
Del-Sette Capital Management, LLC49,471$4.47M3.63%+5,12213F-HRTimeline
Aviance Capital Partners, LLC47,482$4.29M0.59%+1,73613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.46,473$4.2M0.01%+10013F-HRTimelineGroup
Global Retirement Partners, LLC45,935$4.15M0.12%+13,92913F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC45,612$4.12M0.91%-60,90413F-HRTimeline
Goodman Advisory Group, LLC44,015$3.98M1.17%+4,77213F-HRTimeline
Freedom Financial Partners LLC43,886$3.97M1.91%13F-HRTimeline
JMAC ENTERPRISES LLC43,455$3.93M0.62%+4,56313F-HRTimeline
Roger Wittlin Investment Advisory, LLC42,800$3.87M2.17%-31,16513F-HRTimeline
COMERICA BANK42,608$3.85M0.02%+12,87513F-HR/ATimeline
Security Financial Services, INC.42,121$3.81M0.78%+12,12213F-HRTimeline
Hutchens & Kramer Investment Management…41,913$3.79M2.06%+28,00613F-HRTimeline
Linscomb Wealth, Inc.41,786$3.78M0.19%+3,73813F-HRTimeline
Lunt Capital Management, Inc.41,742$3.77M1.47%+10,75713F-HRTimeline
CIBC WORLD MARKET INC.40,589$3.67M0.01%-87613F-HRTimeline
Traction Financial Partners, LLC40,448$3.66M2.84%+3,01613F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK39,399$3.56M0.12%013F-HRTimelineGroup
OneAscent Financial Services LLCgroup of 2 filers holding39,152$3.55M+34,446Timeline
Strategic Advisors LLC38,904$3.52M0.64%+1,53113F-HRTimeline
Capital Planning Advisors, LLC38,876$3.52M0.54%-3,92613F-HRTimeline
McGrath & Associates, Inc.38,493$3.48M7.03%13F-HRTimeline
DAVENPORT & Co LLC37,313$3.37M0.02%+18,49213F-HRTimeline
BCS Wealth Management36,970$3.34M0.83%+5,20713F-HRTimeline
Geneos Wealth Management Inc.36,527$3.3M0.12%-37613F-HRTimeline
Affiance Financial, LLC36,219$3.27M0.78%+4,94213F-HRTimeline
Blue Oak Capital, LLC34,200$3.11M1.89%13F-HRTimeline
Capital Planning LLC33,477$3.04M0.8%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.32,807$2.97M0.21%+4,56713F-HRTimelineGroup
SignalPoint Asset Management, LLC32,354$2.93M0.71%+10,26413F-HRTimeline
EP Wealth Advisors, LLC32,042$2.9M0.02%+6,18513F-HRTimeline
D'Orazio & Associates, Inc.31,814$2.88M0.42%-1,97413F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV31,079$2.81M0.83%+21,25813F-HRTimeline
Farther Finance Advisors, LLC30,265$2.74M0.1%-3,70813F-HRTimeline
Koshinski Asset Management, Inc.30,154$2.73M0.24%+70613F-HRTimeline
Barnes Wealth Management Group, Inc29,467$2.66M1.79%13F-HRTimeline
Atria Wealth Solutions, Inc.29,335$2.66M0.03%-27,12213F-HRTimeline
Janney Montgomery Scott LLC28,532$2.58M0.01%-76313F-HRTimeline
Emergent Wealth Advisors, LLC28,517$2.58M1.87%+10,05413F-HRTimeline
Cooper Financial Group28,293$2.56M0.31%-40313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/28,202$2.55M<0.01%+7,50713F-HRTimelineGroup
Menard Financial Group LLC26,979$2.44M1.46%-8513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT26,760$2.42M0.1%-4313F-HRTimeline
USAdvisors Wealth Management, LLC26,593$2.4M0.78%+4,99713F-HRTimeline
Fairway Financial, LLC26,064$2.36M2.15%13F-HRTimeline
Fortitude Financial, LLC25,876$2.34M1.31%13F-HRTimeline
Family Firm, Inc.25,715$2.33M0.52%-54713F-HRTimeline
Insight Wealth Partners, LLC25,549$2.31M1.46%+1,75813F-HRTimeline
Womack Financial LLC25,447$2.3M2.04%13F-HRTimeline
Advisory Services Network, LLC25,047$2.26M0.04%+9,09113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP24,691$2.23M<0.01%+14,17013F-HRTimelineGroup
Steward Partners Investment Advisory, L…24,278$2.2M0.02%-1,02913F-HRTimeline
EWG Elevate Inc.24,241$2.19M0.67%+1,79613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC22,315$2.02M0.05%-1,92413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.22,109$2M0.02%-1,37613F-HRTimelineGroup
Gotham Asset Management, LLC21,833$1.97M0.02%new13F-HRTimeline
Taylor & Morgan Wealth Management, LLC21,570$1.95M1.37%new13F-HRTimeline
Accredited Wealth Management, LLC20,864$1.89M1.66%13F-HRTimeline
Fragasso Financial Advisors Inc19,058$1.72M0.13%-2,74413F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…18,470$1.67M0.02%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC18,459$1.67M<0.01%+86713F-HRTimelineGroup
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…17,742$1.6M0.19%013F-HRTimeline
Creative Planningin group Creative Planning17,670$1.6M<0.01%-38613F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …17,124$1.55M0.04%-81313F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED17,008$1.55M0.14%+7,13913F-HRTimeline
Wealth Advisors of Iowa, LLC16,422$1.48M0.75%+6,58513F-HRTimeline
L & S Advisors Inc16,296$1.47M0.16%013F-HRTimeline
Berger Financial Group, Inc16,157$1.46M0.1%new13F-HRTimeline
WEDBUSH SECURITIES INC15,812$1.43M0.05%+8,10813F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC15,510$1.4M0.72%-35013F-HRTimeline
BEACON FINANCIAL PLANNING, INC15,418$1.39M0.81%-6,97113F-HRTimeline
Atria Investments, Inc14,846$1.34M0.02%-6,20513F-HRTimeline
Northwest Financial Advisors14,693$1.33M1.1%+4,40913F-HRTimeline
Parallel Advisors, LLC14,415$1.3M0.03%-7,38113F-HRTimeline
Aristides Capital LLC14,337$1.3M0.4%+1,55013F-HRTimeline
PFG Advisors14,305$1.29M0.08%+4,67013F-HRTimeline
Westside Investment Management, Inc.13,981$1.26M0.27%-70013F-HRTimeline
Patten Group, Inc.13,840$1.25M0.28%+73213F-HRTimeline
TD Waterhouse Canada Inc.13,483$1.22M0.01%-37413F-HRTimeline
Avitas Wealth Management LLC13,295$1.2M0.17%+80913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC13,243$1.2M<0.01%+6,44213F-HRTimelineGroup
Waterfront Wealth Inc.13,216$1.19M0.29%+43513F-HRTimeline