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Disclosery

BOND PIMCO ETF TR

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ACTIVE BD ETF (fund)

468 managers (471 13F filers) reported a position in BOND shares at 2025-06-30, 47,691,840 shares in all. 40 filers opened a position and 32 filers sold out during the quarter.

Managers
468
13F filers
471
New
40
Added
185
Reduced
178
Sold out
32
Shares held by filers
47,691,840

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
CWM, LLCin group CWM, LLC3,863,241$356M1.26%-291,55413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,802,150$258M0.02%-344,81913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,370,145$218M-216,591Timeline
LPL Financial LLC2,076,626$191M0.06%+267,93813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,717,084$158M0.28%+32,72813F-HR/ATimelineGroup
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC1,595,626$147M8.55%-28,87613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,411,516$130M0.03%-99,62413F-HRTimelineGroup
OneDigital Investment Advisors LLC1,329,244$123M1.36%+59,87313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,082,266$99.8M0.01%+74,76913F-HRTimelineGroup
UBS Group AGin group UBS Group AG944,125$87M0.02%+71,54513F-HRTimelineGroup
NewEdge Advisors, LLC886,349$81.7M0.42%+55,56013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…885,438$81.6M1.81%new13F-HRTimelineGroup
AE Wealth Management LLC817,675$75.4M0.55%+171,81013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC751,657$69.3M1.81%-12,82913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO678,188$62.5M<0.01%+46,88513F-HRTimelineGroup
Koss-Olinger Consulting, LLC659,337$60.8M4.99%-20,59213F-HRTimeline
Vickerman Investment Advisors, Inc.641,509$59.1M12.71%+30,60513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA573,520$52.9M0.01%-9,72413F-HR/ATimelineGroup
Sand Hill Global Advisors, LLC531,018$48.9M1.82%+22,37113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC498,494$46M0.06%-49,47413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV494,961$45.6M0.1%+136,70713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…490,381$45.2M0.88%+42,27813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC486,794$44.9M0.02%-300,41713F-HRTimelineGroup
Cetera Investment Advisers455,516$42M0.07%-53,41713F-HRTimeline
Heirloom Wealth Management442,263$40.8M10.76%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…442,461$40.5M0.07%-15,40913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP411,426$37.9M0.04%+114,15313F-HRTimelineGroup
SCOTIA CAPITAL INC.377,199$34.8M0.16%-82,11813F-HRTimeline
Buck Wealth Strategies, LLC374,586$34.5M5.26%+60,10113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS370,457$34.1M0.03%+17,73213F-HRTimelineGroup
FSM Wealth Advisors, LLC352,973$32.2M5.24%+58,01113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC335,148$30.9M0.15%-57,51113F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.317,898$29.3M0.16%+54,94013F-HRTimeline
Hudson Capital Management LLC314,942$29M8.24%-3,18713F-HRTimeline
Flaharty Asset Management, LLC271,697$25M3.43%+7,42513F-HR/ATimeline
Southland Equity Partners LLC266,536$24.6M5.39%+9,95313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding258,446$23.8M+49,667Timeline
Horizon Investments, LLC259,919$23.8M0.38%+51,55013F-HRTimeline
Sowell Financial Services LLC255,471$23.5M0.96%-7,73213F-HRTimeline
HighTower Advisors, LLC249,712$23M0.03%+6,69313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS244,854$22.6M0.05%+112,31913F-HRTimeline
Goldstein Advisors, LLC243,078$22.4M3.01%-5,52513F-HRTimeline
Kelman-Lazarov, Inc.239,862$22.1M3.58%-6,45313F-HRTimeline
Cornerstone Wealth Management, LLC238,710$22M1.34%+77,81413F-HRTimeline
Waverly Advisors, LLC233,951$21.6M0.24%-26,87513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC227,149$20.9M0.27%new13F-HRTimeline
Your Advocates Ltd., LLP225,243$20.8M7.46%+4,98413F-HRTimeline
O'Connor Financial Group LLC222,363$20.3M8.97%+215,82213F-HRTimeline
Alpha Cubed Investments, LLC219,571$20.2M0.77%+32,10613F-HRTimeline
Legacy Private Trust Co.216,419$19.9M1.29%-28,30113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC215,452$19.9M0.03%new13F-HRTimelineGroup
RFG Advisory, LLC209,352$19.3M0.45%-230,73313F-HRTimeline
SimpliFi, Inc.208,921$19.3M8.49%+3,88913F-HRTimeline
NOVEM GROUP203,918$18.8M2.39%+12,43413F-HRTimeline
Private Advisor Group, LLC202,000$18.6M0.1%+35,00813F-HRTimeline
MML INVESTORS SERVICES, LLC181,184$16.7M0.05%+15,07213F-HRTimeline
Crestmont Private Wealth LLC180,153$16.6M6%new13F-HRTimeline
Freedom Investment Management, Inc.171,931$15.8M1.26%-13,54713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…165,571$15.3M0.01%+2,75613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp158,815$14.6M<0.01%-115,67613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC147,953$13.6M0.02%+5,24313F-HRTimelineGroup
GeoWealth Management, LLC140,633$13M0.51%-86,98813F-HRTimeline
KWMG, LLC136,700$12.6M1.18%+71213F-HRTimeline
Gotham Asset Management, LLC136,235$12.6M0.08%+1,47213F-HRTimeline
Bouvel Investment Partners, LLC133,748$12.3M4.17%+9,98913F-HRTimeline
VICUS CAPITAL132,737$12.2M1.02%+44113F-HRTimeline
PAX Financial Group, LLC129,846$12M2.29%-32,83913F-HRTimeline
Bleakley Financial Group, LLC128,598$11.9M0.3%+6,67313F-HRTimeline
M Holdings Securities, Inc.127,065$11.7M2.01%+4,66913F-HRTimeline
Mullooly Asset Management, Inc.126,626$11.7M4.9%+5,90113F-HRTimeline
Sheridan Capital Management, LLC126,576$11.7M8.05%-80213F-HRTimeline
STEPH & CO116,992$10.8M3.5%+18,84113F-HRTimeline
VALLEY NATIONAL ADVISERS INC114,524$10.6M1.72%+4,72613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP114,183$10.5M0.02%+3,69813F-HRTimelineGroup
TD Capital Management LLC113,366$10.5M0.99%+5,08713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC113,157$10.4M0.79%-3,80013F-HRTimeline
Dunhill Financial, LLC112,283$10.4M3%-8,50413F-HRTimeline
Clearstead Advisors, LLC110,609$10.2M0.14%-18,90113F-HRTimeline
Smart Portfolios, LLC108,984$10M10.12%-1,96413F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …107,834$9.94M1.36%+16,13313F-HRTimeline
ACIMA PRIVATE WEALTH, LLC105,935$9.77M3.33%-10,98813F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/104,772$9.66M1.89%+2,56613F-HRTimeline
AdvisorNet Financial, Inc104,586$9.64M0.62%-28,76913F-HRTimeline
Hutchens & Kramer Investment Management…102,777$9.43M4.32%+56,49413F-HRTimeline
McGrath & Associates, Inc.101,588$9.36M15.25%+26,05413F-HRTimeline
HARBOUR INVESTMENTS, INC.101,210$9.33M0.24%+2,07613F-HRTimeline
MorganRosel Wealth Management, LLC100,672$9.28M2.53%+2,76913F-HRTimeline
GM Advisory Group, LLC100,554$9.27M0.46%+7113F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV100,228$9.24M2.01%+40,83113F-HRTimeline
Creekmur Asset Management LLC98,606$9.09M1.61%new13F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV97,409$8.98M1.81%+9,92613F-HRTimeline
Destination Wealth Management94,872$8.75M0.26%+2,32513F-HRTimeline
B. Riley Wealth Advisors, Inc.94,867$8.74M0.42%-28,17913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC93,437$8.61M0.19%+13,10813F-HRTimeline
MRA Advisory Group90,865$8.38M3.92%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…87,074$8.03M0.01%-5,93813F-HRTimelineGroup
Allworth Financial LP86,900$8.01M0.04%+88313F-HRTimeline
Farther Finance Advisors, LLC86,779$8M0.16%-15,86713F-HRTimeline
Treasure Coast Financial Planning86,701$7.99M4.66%+1,85513F-HRTimeline
IFG Advisory, LLC86,684$7.99M0.4%-20,15113F-HRTimeline
Cambridge Investment Research Advisors,…84,115$7.75M0.02%-29,74113F-HRTimeline
Visionary Wealth Advisors79,395$7.32M0.37%-6,89313F-HRTimeline
Orion Porfolio Solutions, LLC78,716$7.26M0.06%+81313F-HR/ATimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC77,972$7.19M0.38%-84313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC76,308$7.03M0.08%-91013F-HRTimeline
Integrated Wealth Concepts LLC75,831$6.99M0.07%-3,40513F-HRTimeline
WealthShield Partners, LLC75,465$6.96M0.84%-14,41713F-HRTimeline
Csenge Advisory Group74,944$6.82M0.36%-87613F-HRTimeline
Darwin Wealth Management, LLC70,767$6.52M2.26%-5,55213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…68,164$6.28M0.01%+64,98413F-HRTimelineGroup
Denver PWM, LLC68,088$6.28M1.96%-2,48913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV67,661$6.24M0.43%+1,68613F-HRTimeline
D.A. DAVIDSON & CO.67,275$6.2M0.04%+13,46013F-HRTimeline
Connecticut Wealth Management, LLC67,265$6.2M0.3%-8,77613F-HRTimeline
Syverson Strege & Co66,265$6.11M1.44%+55013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC64,716$5.98M1.16%-2,57413F-HRTimeline
Pacifica Partners Inc.64,770$5.95M2.41%+45213F-HRTimeline
Sanctuary Advisors, LLC64,107$5.91M0.04%+32,24513F-HRTimeline
Global Retirement Partners, LLC63,678$5.87M0.15%13F-HRTimeline
Emergent Wealth Advisors, LLC61,167$5.82M3.72%+2,01413F-HRTimeline
USAdvisors Wealth Management, LLC62,538$5.76M2.14%+10,32213F-HRTimeline
CarsonAllaria Wealth Management, Ltd.60,500$5.58M2.99%+1,89613F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC59,986$5.53M3.3%+5,51613F-HRTimeline
Linscomb Wealth, Inc.59,663$5.5M0.25%+4,30313F-HRTimeline
Security Financial Services, INC.58,114$5.36M0.95%+1,30513F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC58,086$5.35M0.77%-88113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP57,970$5.32M<0.01%+21,01313F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth57,538$5.3M0.01%-1,08113F-HRTimelineGroup
Roger Wittlin Investment Advisory, LLC56,253$5.19M2.89%+13,29413F-HRTimeline
Lunt Capital Management, Inc.54,562$5.03M1.93%+9,15613F-HRTimeline
Aviance Capital Partners, LLC53,964$4.97M0.65%+1,72613F-HRTimeline
BCS Wealth Management53,741$4.95M1.07%+10,42713F-HRTimeline
JMAC ENTERPRISES LLC53,364$4.92M1.05%+7,15113F-HRTimeline
Hamilton Wealth, LLC52,387$4.83M1.08%-8,99813F-HRTimeline
Blue Oak Capital, LLC50,794$4.68M2.46%+5,05013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/50,376$4.64M<0.01%-4,22913F-HRTimelineGroup
Cornerstone Advisory, LLC48,511$4.47M0.48%-1,81713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.48,254$4.45M0.01%+54713F-HRTimelineGroup
Affiance Financial, LLC47,306$4.36M0.89%+2,38113F-HRTimeline
Elevated Capital Advisors, LLC46,833$4.33M1.21%013F-HRTimeline
Freedom Financial Partners LLC46,709$4.31M1.82%+1,30613F-HRTimeline
Del-Sette Capital Management, LLC46,378$4.28M2.97%-1,83913F-HRTimeline
DAVENPORT & Co LLC45,993$4.24M0.02%+5,65513F-HRTimeline
Essential Planning, LLC.45,069$4.15M1.55%-1,95413F-HRTimeline
PATTEN & PATTEN INC/TN44,950$4.14M0.27%+31,77513F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC42,962$3.96M0.84%+55613F-HRTimeline
CIBC WORLD MARKET INC.42,817$3.95M0.01%+2,03013F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.42,557$3.92M1.06%-6,14313F-HRTimeline
Cooper Financial Group41,666$3.84M0.45%-7,25313F-HRTimeline
Intelligence Driven Advisers, LLC41,634$3.84M0.58%-4,09613F-HRTimeline
Traction Financial Partners, LLC41,366$3.81M2.59%+1,77613F-HRTimeline
Geneos Wealth Management Inc.40,173$3.7M0.09%-41,38113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC38,826$3.58M<0.01%-59,82013F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK38,201$3.52M0.48%013F-HRTimelineGroup
COMERICA BANK37,585$3.46M0.01%-2,67813F-HRTimeline
Koshinski Asset Management, Inc.35,965$3.32M0.25%+2,82213F-HRTimeline
Advisory Services Network, LLC35,345$3.24M0.05%-2,52813F-HRTimeline
Fiduciary Alliance LLC35,021$3.23M0.24%new13F-HRTimeline
Asset Allocation Strategies LLC34,444$3.18M0.7%+14,01313F-HRTimeline
Barnes Wealth Management Group, Inc33,969$3.13M1.85%+99513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.33,664$3.1M0.2%+1,21213F-HRTimelineGroup
EWG Elevate Inc.33,357$3.07M0.95%+27213F-HRTimeline
21 West Wealth Management LLC32,616$3.01M3.03%13F-HRTimeline
John W. Brooker & Co., CPAs32,453$2.97M6.96%-55,15213F-HRTimeline
Capital Planning Advisors, LLC31,921$2.94M0.43%-61213F-HRTimeline
Retirement Planning Group, LLC31,689$2.92M0.12%-3,60413F-HRTimeline
Slagle Financial, LLC30,876$2.85M1.15%new13F-HRTimeline
D'Orazio & Associates, Inc.29,591$2.73M0.39%-1,23213F-HRTimeline
WCG Wealth Advisors LLC29,579$2.73M0.18%new13F-HRTimeline
Janney Montgomery Scott LLC28,208$2.6M0.01%-1,48313F-HRTimeline
Accredited Wealth Management, LLC27,758$2.56M2.07%+3,57013F-HRTimeline
Fairway Financial, LLC27,507$2.54M2.15%-39413F-HRTimeline
Insight Wealth Partners, LLC26,128$2.41M1.34%+33713F-HRTimeline
Creative Planningin group Creative Planning26,065$2.4M<0.01%-24,68513F-HRTimelineGroup
Menard Financial Group LLC25,966$2.39M1.42%-99413F-HRTimeline
CW Advisors, LLC25,674$2.37M0.02%new13F-HRTimeline
Northwest Financial Advisors25,494$2.35M3.28%+6,00713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …25,431$2.34M0.05%+7,76413F-HRTimelineGroup
Steward Partners Investment Advisory, L…25,410$2.34M0.02%+14213F-HRTimeline
Womack Financial LLC25,318$2.33M1.94%+80913F-HR/ATimeline
Wealth Advisors of Iowa, LLC25,142$2.32M0.87%-1,21713F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT24,836$2.29M0.1%-2213F-HRTimeline
Family Firm, Inc.24,740$2.28M0.55%-97013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC24,321$2.24M0.07%+14,12813F-HRTimelineGroup
Atria Wealth Solutions, Inc.24,322$2.23M0.05%-32,67613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.23,567$2.17M0.02%-1,45113F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC22,520$2.08M0.04%-40013F-HRTimeline
Taylor & Morgan Wealth Management, LLC22,368$2.06M1.39%013F-HRTimeline
EP Wealth Advisors, LLC20,877$1.92M0.01%-9,63013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management20,607$1.9M0.02%-94313F-HRTimelineGroup
Strategic Blueprint, LLC20,485$1.89M0.09%+8,69713F-HRTimeline
KEYVANTAGE WEALTH, LLC19,323$1.78M0.8%-2,52713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED19,237$1.77M0.15%+3,47513F-HRTimeline
SOL Capital Management CO19,141$1.76M0.17%+10,87513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19,008$1.75M<0.01%-1,26113F-HR/ATimelineGroup
TD Waterhouse Canada Inc.19,075$1.75M0.01%+5,58713F-HRTimeline
Pinnacle Financial Group, LLC / IL18,900$1.74M0.58%+31913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…18,326$1.69M<0.01%-303,64013F-HR/ATimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…18,030$1.66M0.03%-5013F-HRTimelineGroup
Maia Wealth LLC18,011$1.66M0.32%+3,29713F-HRTimeline