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Disclosery

BOND PIMCO ETF TR

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ACTIVE BD ETF (fund)

455 managers (458 13F filers) reported a position in BOND shares at 2025-03-31, 46,458,428 shares in all. 43 filers opened a position and 28 filers sold out during the quarter.

Managers
455
13F filers
458
New
43
Added
203
Reduced
145
Sold out
28
Shares held by filers
46,458,428

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
CWM, LLCin group CWM, LLC4,154,795$384M1.53%+415,20913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,146,969$291M0.02%-47,81013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,586,736$239M+912,018Timeline
LPL Financial LLC1,808,688$167M0.07%+326,63313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,684,356$156M0.35%+709,00713F-HRTimelineGroup
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC1,624,502$150M9.39%-6,02813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,511,140$140M0.03%-35,01813F-HRTimelineGroup
OneDigital Investment Advisors LLC1,269,371$117M1.39%+115,13513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,007,497$93.2M0.01%+1,01113F-HRTimelineGroup
UBS Group AGin group UBS Group AG872,580$80.7M0.02%-149,69613F-HRTimelineGroup
NewEdge Advisors, LLC830,789$76.8M0.46%+221,70713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC787,211$72.8M0.03%-119,08313F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC764,486$70.7M2.11%+387,21813F-HRTimelineGroup
Koss-Olinger Consulting, LLC679,929$62.9M5.3%+12,34513F-HRTimeline
AE Wealth Management LLC645,865$59.7M0.5%+127,98813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO631,303$58.4M<0.01%+97,31813F-HRTimelineGroup
Vickerman Investment Advisors, Inc.610,904$56.5M12.8%+371,78613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA583,244$53.9M0.01%+13,51013F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC547,968$50.7M0.07%-12,90913F-HRTimeline
Cetera Investment Advisers508,933$47.1M0.09%+53,93513F-HRTimeline
Sand Hill Global Advisors, LLC508,647$47M1.94%-18,79613F-HRTimeline
SCOTIA CAPITAL INC.459,317$42.5M0.23%+88,59913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…457,870$42.3M0.08%-2,08513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…448,103$41.4M1.01%+66,52713F-HRTimelineGroup
RFG Advisory, LLC440,085$40.7M1.1%+39,19813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding392,659$36.3M+21,794Timeline
MERCER GLOBAL ADVISORS INC /ADV358,254$33.1M0.08%+35,23513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS352,725$32.6M0.02%-6,02113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…321,966$29.5M0.06%013F-HR/ATimelineGroup
Hudson Capital Management LLC318,129$29.4M8.97%+7,23813F-HRTimeline
Buck Wealth Strategies, LLC314,485$29.1M5.28%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP297,273$27.5M0.03%+32,96613F-HRTimelineGroup
FSM Wealth Advisors, LLC294,962$27.3M6.13%+64,78213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp274,491$25.4M0.01%+121,37713F-HRTimelineGroup
Flaharty Asset Management, LLC264,272$24.4M3.53%+23,03713F-HRTimeline
Sowell Financial Services LLC263,203$24.3M1.11%+33,69413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.262,958$24.3M0.15%+48,73713F-HRTimeline
Waverly Advisors, LLC260,826$24.1M0.29%+26,09013F-HRTimeline
Southland Equity Partners LLC256,583$23.7M5.52%-4913F-HRTimeline
Goldstein Advisors, LLC248,603$23M3.36%+41513F-HRTimeline
Kelman-Lazarov, Inc.246,315$22.8M4.13%+11,38513F-HRTimeline
Legacy Private Trust Co.244,720$22.6M1.56%+13,05113F-HRTimeline
HighTower Advisors, LLC243,019$22.5M0.03%+17,90013F-HRTimeline
Christian Investment Advisors, Inc.227,025$21.1M14.66%+5,36313F-HRTimeline
GeoWealth Management, LLC227,621$21M0.85%+77,47913F-HRTimeline
Your Advocates Ltd., LLP220,259$20.4M7.82%+6,36213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding208,779$19.3M+31,590Timeline
Horizon Investments, LLC208,369$19.1M0.57%-29,49413F-HRTimeline
SimpliFi, Inc.205,032$19M8.7%new13F-HRTimeline
NOVEM GROUP191,484$17.7M2.5%+18,62413F-HRTimeline
Alpha Cubed Investments, LLC187,465$17.3M0.77%-1,58113F-HRTimeline
Freedom Investment Management, Inc.185,478$17.2M1.44%-2,44513F-HRTimeline
Mutual Advisors, LLC173,534$15.9M0.45%new13F-HRTimeline
Private Advisor Group, LLC166,992$15.4M0.09%+15,25613F-HRTimeline
MML INVESTORS SERVICES, LLC166,112$15.4M0.05%+7,85213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…162,815$15.1M0.01%+3,94413F-HRTimelineGroup
PAX Financial Group, LLC162,685$15M2.67%+5,98613F-HRTimeline
Cornerstone Wealth Management, LLC160,896$14.9M1.01%-5,08913F-HRTimeline
Mariner, LLCin group Mariner, LLC142,710$13.2M0.02%-1,89113F-HRTimelineGroup
KWMG, LLC135,988$12.6M1.28%+3,31313F-HRTimeline
Gotham Asset Management, LLC134,763$12.5M0.1%+112,93013F-HRTimeline
AdvisorNet Financial, Inc133,355$12.3M0.92%+26,86713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS132,535$12.3M0.03%-9,58813F-HRTimeline
VICUS CAPITAL132,296$12.2M1.14%-1,92113F-HRTimeline
Clearstead Advisors, LLC129,510$12M0.19%+2,87913F-HRTimeline
Sheridan Capital Management, LLC127,378$11.8M8.58%-20113F-HRTimeline
Bouvel Investment Partners, LLC123,759$11.7M4.4%+2,01113F-HRTimeline
B. Riley Wealth Advisors, Inc.123,046$11.4M0.35%-2,76713F-HRTimeline
M Holdings Securities, Inc.122,396$11.3M1.88%+5,77913F-HRTimeline
Bleakley Financial Group, LLC121,925$11.3M0.36%+2,15913F-HRTimeline
Dunhill Financial, LLC120,787$11.2M5.08%-7,57313F-HRTimeline
Mullooly Asset Management, Inc.120,725$11.2M5.07%13F-HR/ATimeline
ACIMA PRIVATE WEALTH, LLC116,923$10.8M3.88%-26,73313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC116,957$10.7M0.91%+8,57313F-HRTimeline
Cambridge Investment Research Advisors,…113,856$10.5M0.04%-27,36313F-HRTimeline
Smart Portfolios, LLC110,948$10.3M11.15%-2,08913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP110,485$10.2M0.02%+51,24613F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC109,798$10.2M1.83%+3,07313F-HRTimeline
TD Capital Management LLC108,279$10M1.01%+6,22613F-HRTimeline
IFG Advisory, LLC106,835$9.88M0.55%+1,43813F-HRTimeline
Farther Finance Advisors, LLC102,646$9.48M0.24%+72,38113F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/102,206$9.45M1.95%+10,21713F-HRTimeline
GM Advisory Group, LLC100,483$9.29M0.5%-67213F-HRTimeline
HARBOUR INVESTMENTS, INC.99,134$9.17M0.26%+10,55913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC98,646$9.12M<0.01%new13F-HR/ATimelineGroup
STEPH & CO98,151$9.08M3.26%-7,34213F-HRTimeline
MorganRosel Wealth Management, LLC97,903$9.05M2.75%+25,42913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…93,012$8.6M0.01%+20,77013F-HRTimelineGroup
Destination Wealth Management92,547$8.56M0.27%-1,13013F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …91,701$8.48M1.22%new13F-HRTimeline
WealthShield Partners, LLC89,882$8.31M1.07%-1,03813F-HRTimeline
John W. Brooker & Co., CPAs87,605$8.1M3.35%-49,97913F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV87,483$8.09M1.79%+6,06813F-HRTimeline
Visionary Wealth Advisors86,288$7.98M0.48%+2,46913F-HRTimeline
Treasure Coast Financial Planning84,846$7.85M4.86%+2,00113F-HRTimeline
Allworth Financial LP86,017$7.84M0.04%-4,59613F-HRTimeline
Geneos Wealth Management Inc.81,554$7.54M0.11%+45,02713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC80,329$7.43M0.19%+71,68713F-HRTimeline
Integrated Wealth Concepts LLC79,236$7.33M0.09%-2,64813F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC78,815$7.29M0.42%+2,68613F-HRTimeline
Orion Porfolio Solutions, LLC77,903$7.2M0.07%-10513F-HRTimeline
Orion Portfolio Solutions, LLC77,903$7.2M0.07%-10513F-HR/ATimeline
MONETA GROUP INVESTMENT ADVISORS LLC77,218$7.14M0.1%+9,54913F-HRTimeline
Connecticut Wealth Management, LLC76,041$7.03M0.37%+3,05613F-HRTimeline
McGrath & Associates, Inc.75,534$6.98M12.75%+37,04113F-HRTimeline
Darwin Wealth Management, LLC76,319$6.9M2.32%013F-HRTimeline
Csenge Advisory Group75,820$6.88M0.39%-1,95113F-HRTimeline
Denver PWM, LLC70,577$6.53M2.35%-1,35913F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC67,290$6.22M1.17%13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV65,975$6.1M0.47%+1,16313F-HRTimeline
Syverson Strege & Co65,715$6.08M1.95%+1,00013F-HRTimeline
Pacifica Partners Inc.64,318$5.98M2.73%+22613F-HRTimeline
&PARTNERS62,507$5.77M0.06%+7,49313F-HRTimeline
Hamilton Wealth, LLC61,385$5.68M1.37%-7,09713F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV59,397$5.49M1.47%+28,31813F-HRTimeline
Emergent Wealth Advisors, LLC59,153$5.47M3.96%+30,63613F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC58,967$5.45M0.71%+3,92813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth58,619$5.42M0.01%+55,31713F-HR/ATimelineGroup
CarsonAllaria Wealth Management, Ltd.58,604$5.42M3.14%+3,30313F-HRTimeline
Atria Wealth Solutions, Inc.56,998$5.27M0.06%+27,66313F-HRTimeline
Security Financial Services, INC.56,809$5.25M1.04%+14,68813F-HRTimeline
Linscomb Wealth, Inc.55,360$5.12M0.25%+13,57413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/54,605$5.05M<0.01%-4,76713F-HRTimelineGroup
SECURED RETIREMENT ADVISORS, LLC54,470$5.04M3.25%new13F-HRTimeline
D.A. DAVIDSON & CO.53,815$4.98M0.04%-3,86613F-HRTimeline
Aviance Capital Partners, LLC52,238$4.83M0.68%+4,75613F-HRTimeline
USAdvisors Wealth Management, LLC52,216$4.83M1.68%+25,62313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC51,416$4.75M<0.01%-61,44513F-HRTimelineGroup
Creative Planningin group Creative Planning50,750$4.69M<0.01%+33,08013F-HRTimelineGroup
Cornerstone Advisory, LLC50,328$4.58M0.53%+76913F-HRTimeline
Cooper Financial Group48,919$4.52M0.6%+20,62613F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.48,700$4.5M1.28%-376,78813F-HRTimeline
Del-Sette Capital Management, LLC48,217$4.46M3.5%-1,25413F-HRTimeline
Goodman Advisory Group, LLC47,872$4.43M1.35%+3,85713F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.47,707$4.41M0.01%+1,23413F-HRTimelineGroup
Essential Planning, LLC.47,023$4.35M1.75%-1,847,35713F-HRTimeline
Elevated Capital Advisors, LLC46,833$4.33M1.21%-13,17313F-HRTimeline
Hutchens & Kramer Investment Management…46,283$4.28M2.36%+4,37013F-HRTimeline
JMAC ENTERPRISES LLC46,213$4.27M1.01%+2,75813F-HRTimeline
Blue Oak Capital, LLC45,744$4.23M2.33%+11,54413F-HRTimeline
Intelligence Driven Advisers, LLC45,730$4.23M0.81%-4,35413F-HRTimeline
Lunt Capital Management, Inc.45,406$4.2M1.53%+3,66413F-HRTimeline
Freedom Financial Partners LLC45,403$4.2M1.95%+1,51713F-HRTimeline
Affiance Financial, LLC44,925$4.15M0.97%+8,70613F-HRTimeline
BCS Wealth Management43,314$4M1.03%+6,34413F-HRTimeline
Roger Wittlin Investment Advisory, LLC42,959$3.97M2.32%+15913F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC42,406$3.92M0.84%-3,20613F-HRTimeline
CIBC WORLD MARKET INC.40,787$3.77M0.01%+19813F-HRTimeline
DAVENPORT & Co LLC40,338$3.73M0.02%+3,02513F-HRTimeline
COMERICA BANK40,263$3.72M0.02%-2,34513F-HRTimeline
Strategic Advisors LLC39,942$3.69M0.71%+1,03813F-HRTimeline
Traction Financial Partners, LLC39,590$3.66M2.86%-85813F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK38,201$3.53M0.52%-1,19813F-HR/ATimelineGroup
Advisory Services Network, LLC37,873$3.5M0.07%+12,82613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP36,957$3.41M<0.01%+12,26613F-HR/ATimelineGroup
Capital Planning LLC35,851$3.32M0.93%+2,37413F-HRTimeline
Retirement Planning Group, LLC35,293$3.26M0.15%-16,66213F-HRTimeline
Koshinski Asset Management, Inc.33,143$3.06M0.26%+2,98913F-HRTimeline
EWG Elevate Inc.33,085$3.06M1.16%+8,84413F-HRTimeline
Barnes Wealth Management Group, Inc32,974$3.05M1.96%+3,50713F-HRTimeline
Capital Planning Advisors, LLC32,533$3.01M0.46%-6,34313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.32,452$3M0.22%-35513F-HRTimelineGroup
Sanctuary Advisors, LLC31,862$2.95M0.02%-339,21813F-HRTimeline
D'Orazio & Associates, Inc.30,823$2.85M0.43%-99113F-HRTimeline
EP Wealth Advisors, LLC30,507$2.82M0.02%-1,53513F-HRTimeline
Janney Montgomery Scott LLC29,691$2.75M0.01%+1,15913F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding28,116$2.61M-11,036Timeline
Fairway Financial, LLC27,901$2.58M2.34%+1,83713F-HRTimeline
Menard Financial Group LLC26,960$2.45M1.61%-1913F-HRTimeline
Wealth Advisors of Iowa, LLC26,359$2.44M1.05%+9,93713F-HRTimeline
Fortitude Financial, LLC25,876$2.39M2.28%013F-HRTimeline
Insight Wealth Partners, LLC25,791$2.38M1.43%+24213F-HRTimeline
Family Firm, Inc.25,710$2.38M0.53%-513F-HRTimeline
Steward Partners Investment Advisory, L…25,268$2.34M0.02%+99013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.25,018$2.31M0.02%+2,90913F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT24,858$2.3M0.1%-1,90213F-HRTimeline
Womack Financial LLC24,509$2.27M2.07%-93813F-HR/ATimeline
Accredited Wealth Management, LLC24,188$2.24M1.89%+3,32413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC22,920$2.12M0.05%+60513F-HRTimeline
Taylor & Morgan Wealth Management, LLC22,368$2.07M1.56%+79813F-HRTimeline
KEYVANTAGE WEALTH, LLC21,850$2.02M0.98%-40,20913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management21,550$1.99M0.03%-82,08413F-HRTimelineGroup
Asset Allocation Strategies LLC20,431$1.89M0.47%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/20,269$1.87M<0.01%-7,93313F-HRTimelineGroup
Northwest Financial Advisors19,487$1.8M1.49%+4,79413F-HRTimeline
Pinnacle Financial Group, LLC / IL18,581$1.72M0.62%+11,97713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC18,566$1.72M<0.01%+10713F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…18,080$1.67M0.03%-39013F-HRTimelineGroup
Retireful, LLC18,060$1.67M1.59%new13F-HRTimeline
Kingsview Wealth Management, LLC17,781$1.64M0.03%+5,01713F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…17,742$1.64M0.28%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …17,667$1.63M0.04%+54313F-HRTimelineGroup
Berger Financial Group, Inc16,586$1.53M0.11%+42913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…16,404$1.52M0.08%+15,37413F-HRTimelineGroup
L & S Advisors Inc16,296$1.51M0.19%013F-HRTimeline
WEDBUSH SECURITIES INC16,214$1.5M0.06%+40213F-HRTimeline
Fragasso Financial Advisors Inc15,911$1.47M0.11%-3,14713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED15,762$1.46M0.14%-1,24613F-HR/ATimeline
DUDLEY CAPITAL MANAGEMENT, LLC15,510$1.43M0.76%013F-HRTimeline
Patten Group, Inc.15,276$1.41M0.32%+1,43613F-HRTimeline