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Disclosery

BOND PIMCO ETF TR

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ACTIVE BD ETF (fund)

503 managers (506 13F filers) reported a position in BOND shares at 2025-12-31, 58,599,801 shares in all. 53 filers opened a position and 20 filers sold out during the quarter.

Managers
503
13F filers
506
New
53
Added
247
Reduced
127
Sold out
20
Shares held by filers
58,599,801

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC4,149,576$386M1.05%+177,81513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,380,670$315M0.02%+419,75513F-HR/ATimelineGroup
LPL Financial LLC2,895,952$270M0.07%+587,53213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,295,104$214M-15,999Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,983,801$185M0.04%+381,30513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,652,036$154M0.22%-16,28113F-HRTimelineGroup
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC1,586,589$148M7.79%+12,52013F-HRTimelineGroup
OneDigital Investment Advisors LLC1,552,324$144M1.42%+119,82813F-HRTimeline
AE Wealth Management LLC1,482,067$138M0.79%+477,93013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,453,893$135M0.01%+224,76413F-HRTimelineGroup
Koss-Olinger Consulting, LLC1,315,663$122M9.49%+659,32013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,115,814$104M2%+114,89013F-HRTimelineGroup
NewEdge Advisors, LLC1,055,291$98.2M0.36%+72,23013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,017,170$94.7M0.03%+401,86513F-HRTimelineGroup
Cetera Investment Advisers944,019$87.9M0.1%+114,40113F-HRTimeline
UBS Group AGin group UBS Group AG889,205$82.8M0.02%+74,79413F-HRTimelineGroup
Vickerman Investment Advisors, Inc.777,120$72.3M14.46%+93,16013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC772,020$71.9M1.74%+66,69613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO765,938$71.3M<0.01%+57,09113F-HRTimelineGroup
Waverly Advisors, LLC640,890$59.7M0.48%+412,80113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC635,255$59.1M0.08%+201,73813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA634,895$59.1M0.01%+85,74213F-HRTimelineGroup
Sand Hill Global Advisors, LLC624,484$58.1M2.03%+92,51113F-HRTimeline
Buck Wealth Strategies, LLC581,455$54.1M6.87%+167,63213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…558,121$51.9M0.59%+53,07513F-HRTimelineGroup
Heirloom Wealth Management491,798$45.8M10.58%+9,30413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…483,862$45.1M0.06%+44,59513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…479,638$44.9M0.08%+134,11813F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC466,565$43.6M2.59%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV458,159$42.6M0.07%+31,85713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP446,487$41.6M0.04%+7,94213F-HRTimelineGroup
FSM Wealth Advisors, LLC420,342$39.1M5.35%+42,22913F-HRTimeline
HighTower Advisors, LLC418,859$39M0.04%+168,87513F-HRTimeline
Advocacy Wealth Management, LLC410,678$38.2M1.6%new13F-HRTimeline
Hudson Capital Management LLC395,319$36.8M9.23%+19,55513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC389,552$36.3M0.3%+21,09813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS380,578$35.4M0.02%+1,67513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC350,395$32.6M0.13%+53,71913F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding320,534$29.8M+48,536Timeline
Legacy Private Trust Co.294,263$27.4M1.61%+55,34713F-HRTimeline
Flaharty Asset Management, LLC284,921$26.5M3.31%+6,10313F-HRTimeline
Southland Equity Partners LLC275,284$25.6M5.06%+10,63613F-HRTimeline
Goldstein Advisors, LLC269,010$25M2.85%+5,43713F-HRTimeline
Private Advisor Group, LLC268,049$24.9M0.12%+52,13013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV266,151$24.8M3.86%+78,17113F-HRTimeline
Sowell Financial Services LLC265,987$24.8M0.91%+9,81713F-HRTimeline
Stadion Money Management, LLC264,926$24.7M2%new13F-HRTimeline
Cornerstone Wealth Management, LLC262,663$24.4M1.27%+16,60313F-HRTimeline
Kelman-Lazarov, Inc.260,274$24.2M3.46%+8,97613F-HRTimeline
VALLEY NATIONAL ADVISERS INC256,134$23.8M3.3%+134,72113F-HRTimeline
Alpha Cubed Investments, LLC239,469$22.3M0.76%+6,91813F-HRTimeline
Bouvel Investment Partners, LLC237,842$22.1M6.38%+85,74213F-HRTimeline
O'Connor Financial Group LLC236,345$22.1M8.82%+11,00613F-HRTimeline
NOVEM GROUP230,537$21.5M2.48%+15,70513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS230,276$21.4M0.04%-21,57513F-HRTimeline
Gotham Asset Management, LLC228,960$21.3M0.08%+33,51613F-HRTimeline
Mariner, LLCin group Mariner, LLC209,445$19.5M0.02%+63,97913F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …205,060$19.1M3.15%+21,96513F-HRTimelineGroup
Ocean Park Asset Management, LLC204,100$19M0.89%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…203,406$18.9M0.01%+16,63613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC193,412$18M0.04%+9,32013F-HRTimeline
RFG Advisory, LLC191,508$17.8M0.34%+14,79913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC186,495$17.4M0.84%+17,31913F-HRTimeline
Vestmark Advisory Solutions, Inc.186,470$17.4M0.23%+12,33413F-HRTimeline
Crestmont Private Wealth LLC183,532$17.1M5.55%-1,79313F-HRTimeline
Wayfinding Financial, LLC175,288$16.4M6.94%new13F-HRTimeline
Hutchens & Kramer Investment Management…166,174$15.5M5.34%+40,89013F-HRTimeline
Bleakley Financial Group, LLC164,245$15.3M0.27%+26,66313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP160,804$15M0.01%+81,56613F-HRTimelineGroup
Horizon Investments, LLC154,435$14.4M0.18%+2,27613F-HRTimeline
Lynch Investment Planning, LLC153,154$14.3M13.72%13F-HRTimeline
GeoWealth Management, LLC151,094$14.1M0.52%+10,08413F-HRTimeline
Mullooly Asset Management, Inc.149,136$13.9M5.08%+13,90913F-HRTimeline
Nest Investments, LLC146,684$13.7M11.42%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP144,963$13.5M0.02%+15,49113F-HRTimelineGroup
KWMG, LLC143,638$13.4M1.15%+2,83213F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …141,358$13.2M1.73%+19,85713F-HRTimeline
VICUS CAPITAL140,970$13.1M0.98%+2,07913F-HRTimeline
ACIMA PRIVATE WEALTH, LLC139,883$13M4.04%+22,22213F-HRTimeline
Vavra Capital Management, LLC139,589$13M12.76%13F-HRTimeline
McGrath & Associates, Inc.135,105$12.6M17.85%+14,45013F-HRTimeline
BCS Wealth Management134,349$12.5M1.26%+75,63513F-HRTimeline
STEPH & CO134,031$12.5M3.6%+8,77513F-HRTimeline
PAX Financial Group, LLC133,271$12.4M2.14%-62113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…125,862$11.7M0.01%+40,80813F-HR/ATimelineGroup
Clearstead Advisors, LLC125,322$11.7M0.15%+4,27013F-HRTimeline
Sheridan Capital Management, LLC124,351$11.6M5.87%+3,74313F-HRTimeline
D.A. DAVIDSON & CO.123,863$11.5M0.07%+29,22413F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/121,012$11.3M2%+14,63013F-HRTimeline
AdvisorNet Financial, Inc118,958$11.1M0.59%+5,33013F-HRTimeline
SCOTIA CAPITAL INC.118,165$11M0.04%-200,76913F-HRTimeline
MorganRosel Wealth Management, LLC116,301$10.8M2.71%+7,49613F-HRTimeline
TD Capital Management LLC116,230$10.8M0.96%+1,33513F-HRTimeline
MRA Advisory Group108,076$10.1M4.22%+6,40013F-HRTimeline
Cambridge Investment Research Advisors,…106,407$9.9M0.03%+9,11213F-HRTimeline
GM Advisory Group, LLC105,864$9.85M0.39%+6,42513F-HRTimeline
SimpliFi, Inc.105,312$9.8M4.15%-108,04713F-HRTimeline
Destination Wealth Management104,023$9.68M0.25%+5,03513F-HRTimeline
HARBOUR INVESTMENTS, INC.103,252$9.61M0.19%+1,10313F-HRTimeline
Smart Portfolios, LLC101,735$9.47M9.43%-7,24213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC98,635$9.18M0.25%+54,14813F-HR/ATimelineGroup
WealthShield Partners, LLC95,461$8.89M0.98%+17,50513F-HRTimeline
Hopwood Nicholas Hunter94,973$8.84M2.88%13F-HRTimeline
IFG Advisory, LLC93,428$8.7M0.38%+3,35613F-HRTimeline
Treasure Coast Financial Planning92,344$8.6M4.57%+3,52413F-HRTimeline
Sanctuary Advisors, LLC91,379$8.51M0.05%+52,24013F-HRTimeline
Farther Finance Advisors, LLC89,881$8.37M0.09%+6,39613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC89,322$8.31M0.15%+313F-HRTimeline
Freedom Investment Management, Inc.88,476$8.24M2.39%-14,07413F-HRTimeline
Catalyst Investment Management LLC87,606$8.15M7.72%13F-HRTimeline
Allworth Financial LP84,436$7.86M0.03%-3,49313F-HRTimeline
Linscomb Wealth, Inc.84,216$7.84M0.33%+7,94013F-HRTimeline
Orion Porfolio Solutions, LLC84,068$7.83M0.06%-68013F-HRTimeline
Security Financial Services, INC.78,378$7.3M1.15%+15,02013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC77,710$7.23M0.05%-1,19513F-HRTimeline
USAdvisors Wealth Management, LLC77,304$7.2M2.37%+8,70313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC76,766$7.15M0.13%+73,07713F-HR/ATimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC76,187$7.09M0.34%-57613F-HRTimeline
PATTEN & PATTEN INC/TN74,925$6.97M0.41%+9,60013F-HRTimeline
Darwin Wealth Management, LLC74,116$6.9M2.14%+1,49813F-HRTimeline
Visionary Wealth Advisors72,890$6.78M0.31%+11,33213F-HRTimeline
Global Retirement Partners, LLC72,814$6.78M0.12%+5,85513F-HRTimeline
Asset Allocation Strategies LLC71,982$6.7M1.24%+17,14913F-HRTimeline
Affiance Financial, LLC71,780$6.68M1.08%+18,03613F-HRTimeline
CarsonAllaria Wealth Management, Ltd.71,318$6.64M3.29%+6,05213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV69,944$6.51M0.34%+38513F-HRTimeline
B. Riley Wealth Advisors, Inc.69,872$6.5M0.31%+9,16113F-HRTimeline
Denver PWM, LLC68,088$6.28M2.1%013F-HRTimeline
Integrated Wealth Concepts LLC67,073$6.24M0.07%-5,91213F-HRTimeline
BAM Wealth Management, LLC66,575$6.2M4.48%+2,19913F-HRTimeline
Pacifica Partners Inc.64,061$5.96M2.65%-1,40313F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC61,232$5.7M0.73%+5,29013F-HRTimeline
Connecticut Wealth Management, LLC61,067$5.68M0.25%+1813F-HRTimeline
Syverson Strege & Co60,077$5.59M1.32%-71613F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC59,365$5.53M3.09%+1,90113F-HRTimeline
JMAC ENTERPRISES LLC59,135$5.5M1.05%+2,95513F-HRTimeline
Selby Wealth Management, LLC57,074$5.31M2.14%13F-HRTimeline
Emergent Wealth Advisors, LLC56,072$5.22M2.94%-10,11513F-HRTimeline
Aviance Capital Partners, LLC56,057$5.22M0.6%+45813F-HRTimeline
Csenge Advisory Group55,146$5.13M0.23%-7,67613F-HRTimeline
DAVENPORT & Co LLC52,725$4.91M0.03%+3,71913F-HRTimeline
Lunt Capital Management, Inc.50,830$4.73M1.77%-2,36413F-HRTimeline
Freedom Financial Partners LLC50,577$4.71M1.71%+1,80213F-HRTimeline
Beacon Pointe Advisors, LLC49,800$4.64M0.03%+34,18013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth49,444$4.61M0.01%+46,40313F-HRTimelineGroup
Traction Financial Partners, LLC48,627$4.53M2.68%+3,63813F-HRTimeline
COMERICA BANK48,141$4.48M0.02%+9,89713F-HRTimeline
Koshinski Asset Management, Inc.46,427$4.32M0.28%+7,94113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/45,562$4.24M<0.01%-3,18113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.45,428$4.23M0.01%-2,40213F-HRTimelineGroup
Birchwood Financial Partners, Inc.45,087$4.2M4.17%13F-HRTimeline
SlateStone Wealth, LLC44,733$4.16M0.35%+7,97813F-HRTimeline
CIBC WORLD MARKET INC.44,149$4.11M0.01%-1,04213F-HRTimeline
Del-Sette Capital Management, LLC44,143$4.11M2.54%-6,69613F-HRTimeline
Capital Planning Advisors, LLC44,026$4.1M0.55%+11,58013F-HRTimeline
Composition Wealth, LLC43,812$4.08M0.06%-6,10613F-HRTimeline
Geneos Wealth Management Inc.43,385$4.04M0.1%+5,23913F-HRTimeline
Essential Planning, LLC.43,141$4.02M1.28%-29713F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.43,100$4.01M3.73%13F-HRTimeline
Cornerstone Advisory, LLC42,274$3.93M0.38%-2,99813F-HRTimeline
WCG Wealth Advisors LLC42,175$3.92M0.11%+12,42113F-HRTimeline
Hamilton Wealth, LLC41,750$3.89M0.74%-1,88113F-HR/ATimeline
Elevated Capital Advisors, LLC40,773$3.8M0.88%-70413F-HRTimeline
Roger Wittlin Investment Advisory, LLC40,421$3.76M2.63%-9,15013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC40,288$3.75M0.71%-1,76113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp39,595$3.69M<0.01%+23,46413F-HRTimelineGroup
L & S Advisors Inc38,585$3.59M0.33%+22,28913F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK38,201$3.56M0.47%013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC38,087$3.55M0.01%+2,66113F-HRTimelineGroup
Pinnacle Financial Group, LLC / IL37,577$3.5M1.02%+5,44713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC37,127$3.46M0.28%+22,90113F-HRTimelineGroup
21 West Wealth Management LLC37,035$3.45M3.15%+1,05613F-HRTimeline
Fiduciary Alliance LLC36,864$3.43M0.22%+1,68313F-HRTimeline
Slagle Financial, LLC36,763$3.42M1.19%+5,20913F-HRTimeline
Taylor & Morgan Wealth Management, LLC35,095$3.27M1.83%+8,44813F-HRTimeline
Barnes Wealth Management Group, Inc34,822$3.24M1.73%+72413F-HRTimeline
Insight Wealth Partners, LLC33,750$3.14M1.31%+1,86813F-HRTimeline
Intelligence Driven Advisers, LLC33,101$3.08M0.44%-2,22613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP32,662$3.04M0.17%new13F-HRTimeline
Cooper Financial Group32,498$3.02M0.32%-5,01413F-HRTimeline
SOL Capital Management CO32,325$3.01M0.27%+3,09913F-HRTimeline
Janney Montgomery Scott LLC31,934$2.97M0.01%+5,29013F-HRTimeline
WELLINGTON-ALTUS USA INC.31,620$2.94M2.18%13F-HRTimeline
Strategic Advisors LLC31,514$2.93M0.46%-9,71013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.31,490$2.93M0.17%+36613F-HRTimelineGroup
Fairway Financial, LLC31,121$2.9M2.19%+2,75813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC31,100$2.89M<0.01%+27,20013F-HRTimeline
MCF Advisors LLC30,713$2.87M0.16%new13F-HRTimeline
John W. Brooker & Co., CPAs30,587$2.85M5.1%-1,50113F-HRTimeline
Wilkerson Advisory Group LLC30,581$2.85M1%13F-HRTimeline
Elyxium Wealth, LLC29,933$2.79M0.81%new13F-HRTimeline
Maia Wealth LLC28,373$2.67M0.46%+1,99413F-HRTimeline
Womack Financial LLC28,576$2.66M1.96%+1,75913F-HRTimeline
Creative Planningin group Creative Planning26,647$2.48M<0.01%+3,55113F-HRTimelineGroup
FORTERIS WEALTH MANAGEMENT INC.26,049$2.42M2.39%13F-HRTimeline
Steward Partners Investment Advisory, L…25,470$2.37M0.01%+29613F-HRTimeline
Menard Financial Group LLC24,730$2.3M1.58%-98513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT24,537$2.28M0.08%-9913F-HRTimeline
Strategic Blueprint, LLC24,422$2.27M0.13%+4,54013F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.23,970$2.23M0.51%-9,33113F-HRTimeline