BOND institutional holders

PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund · 565 reporting institutions · $6.8B reported value

Funds that can replace BOND · BOND return decomposition

Institutional holdings

Institutions reporting BOND, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$367.3M23,1852026-06-30
Lpl Financial LLC$352.9M23,4582026-06-30
Cwm, LLC$345.3M6672026-03-31
Envestnet Pmc$264.8M602026-06-30
Raymond James Financial Inc$257.1M02026-06-30
Wells Fargo & Company/mn$207.4M02026-06-30
Ae Wealth Management LLC$170M4712026-06-30
Bank of America Corp /de$169.6M02026-06-30
Onedigital Investment Advisors LLC$169.3M3862026-06-30
Osaic Holdings, Inc.$165.7M02026-06-30
Tectonic Advisors LLC$154M32026-06-30
Newedge Advisors$135.9M6012026-06-30
Koss-Olinger Consulting, LLC$124.2M182026-06-30
Waverly Advisors, LLC$122.9M2312026-06-30
Cetera Investment Advisers$119.2M10,3702026-06-30
Sand Hill Global Advisors, LLC$114.7M202026-06-30
Jpmorgan Chase & Co$108.2M02026-06-30
Heirloom Wealth Management LLC$106.6M192026-06-30
Great Valley Advisor Group, LLC$91.4M2052026-06-30
UBS Group AG$87.3M02026-06-30
Creativeone Wealth, LLC$83.5M2212026-06-30
Gotham Asset Management, LLC$73.7M52026-06-30
Royal Bank of Canada$60.3M02026-06-30
Buck Wealth Strategies, LLC$60.1M502026-06-30
Vickerman Investment Advisors, Inc.$59M52026-06-30
Concurrent Investment Advisors, LLC$55.5M3492026-06-30
Fsm Wealth Advisors, LLC$53.8M162026-06-30
Advocacy Wealth Management, LLC$52.5M302026-06-30
Stifel Financial Corp$52.3M02026-06-30
Evolve Private Wealth, LLC$51M192026-06-30
Bouchey Financial Group, Ltd.$50.3M112026-06-30
Hightower Advisors, LLC$44.1M1,0462026-06-30
Captrust Financial Advisors$43.5M9622026-06-30
Rfg Advisory, LLC$42M1912026-06-30
Hudson Capital Management LLC$40.8M72026-06-30
Cooper McManus$39.9M632026-06-30
Eclectic Associates Inc /adv$37.8M112026-06-30
Mariner, LLC$37.6M02026-06-30
Bnp Paribas Financial Markets$35.4M02026-06-30
Commonwealth Equity Services, LLC$34.6M2,8632026-06-30
Christian Investment Advisors, Inc.$34.5M52026-06-30
Jones Financial Companies LLLP$33.8M02026-06-30
Kestra Advisory Services, LLC$31.8M1,4792026-06-30
O'Connor Financial Group LLC$30.6M42026-06-30
Legacy Private Trust Co.$30.5M02026-06-30
Truist Financial Corp$29.5M02026-06-30
Goldstein Advisors, LLC$29.2M122026-06-30
Wealth Enhancement Advisory Services, LLC$29.1M1,0262026-06-30
Private Advisor Group, LLC$28.6M9272026-06-30
Cornerstone Wealth Management, LLC$28.5M02026-06-30
First Commonwealth Financial Corp /PA$27.2M02026-06-30
Valley National Advisers Inc$25.4M142026-06-30
Mercer Global Advisors Inc /adv$25.4M02026-06-30
Modern Wealth Management, LLC$25.2M1612026-06-30
Southland Equity Partners, Llc.$24.9M252026-06-30
Stadion Money Management, LLC$24.7M132026-06-30
Kelman-Lazarov, Inc.$24.5M132026-06-30
Novem Group$22.6M322026-06-30
Alpha Cubed Investments, LLC$22.3M02025-12-31
Berger Financial Group, Inc$22.1M512026-06-30
Old Mission Capital LLC$22M02026-06-30
Northwestern Mutual Wealth Management Co$21.5M02026-06-30
MML Investors Services, LLC$21.1M5,1202026-06-30
Exchange Traded Concepts, LLC$20.9M02026-06-30
PNC Financial Services Group, Inc.$20.7M02026-06-30
Crestmont Private Wealth LLC$20.5M42026-06-30
Lynch Investment Planning, LLC$19.5M32026-06-30
Advisornet Wealth Partners$19.1M582026-06-30
Stratos Wealth Partners, Ltd.$18.9M3862026-06-30
Ocean Park Asset Management, LLC$18.8M122026-06-30
Atria Investments, Inc$18.3M62026-06-30
Elevation Point Wealth Partners, LLC$18.1M562026-06-30
Vestmark Advisory Solutions, Inc.$18M82026-06-30
Addison Capital Co$17.6M32026-06-30
Envestnet Portfolio Solutions, Inc.$16.6M32026-06-30
Holcombe & McGrath$16.2M22026-06-30
Nest Investments, LLC$15.7M112026-06-30
Mullooly Asset Management, Inc.$15.4M42026-06-30
Bouvel Investment Partners, LLC$15.1M32026-06-30
Hopwood Nicholas Hunter$14.8M32026-06-30
Horizon Investments, LLC$14.8M272026-06-30
Stratos Wealth Advisors, LLC$14.7M712026-06-30
Bleakley Financial Group, LLC$14.6M1242026-06-30
Parr McKnight Wealth Management Group, LLC$14.5M102026-06-30
Keen Wealth Advisors$14.5M222026-06-30
Pax Financial Group, LLC$14.3M152026-06-30
TD Capital Management LLC$14.2M82026-06-30
Acima Private Wealth, LLC$13.7M62026-06-30
Vicus Capital$13.4M902026-06-30
Equitable Holdings, Inc.$13.1M02026-06-30
Mbm Wealth Consultants, LLC$12.9M112026-06-30
Vavra Capital Management, LLC$12.9M22026-06-30
Clearstead; Clearstead Advisory Solutions$12.7M642026-06-30
D.A. Davidson & Co.$12.5M6892026-06-30
Sheridan Capital Management, LLC$12.5M12026-06-30
Scotia Capital Inc.$12.3M02026-06-30
Gould Asset Management LLC /ca$12.1M02026-06-30
Affiance Financial, LLC$11.7M122026-06-30
Prudent Investors Network, Inc.$11.7M32026-06-30
One Capital Management, LLC$11.6M642026-06-30
Monon Wealth Management$11.5M72026-06-30
Geowealth Management, LLC$11.4M02026-06-30
Integrated Wealth Concepts LLC$11.3M4802026-06-30
Steph & Co$11.2M02026-06-30
Mra Advisory Group$11M82026-06-30
Harbour Investments, Inc.$11M2472026-06-30
&partners$10.8M5552026-06-30
Wealthspire Advisors, LLC$10.6M2372026-06-30
Linscomb Wealth, Inc.$10.5M212026-06-30
Richard W. Paul & Associates, LLC$10.3M72026-06-30
Gm Advisory Group, LLC$10.1M02026-03-31
First National Corp /ma/ /adv$10M02025-09-30
Smart Portfolios, LLC$10M42026-03-31
Simplifi, Inc.$9.9M22026-06-30
Asset Allocation Strategies LLC$9.9M402026-06-30
Sanctuary Advisors, LLC$9.5M4012026-06-30
Freedom Investment Management, Inc.$9.5M32026-06-30
Destination Wealth Management$9.4M372026-06-30
Catalyst Investment Management LLC$9.3M22026-06-30
Ifg Advisory, LLC$9.2M1102026-06-30
Wealth Alliance Advisory Group, LLC$9.2M62026-06-30
Farther Finance Advisors, LLC$9.2M3342026-06-30
Retirement Planning Group, LLC$8.6M02026-06-30
Valmark Advisers, Inc.$7.9M2952026-06-30
Bcs Wealth Management, LLC$7.9M82026-06-30
Sagespring Wealth Partners$7.8M1262026-06-30
Morganrosel Wealth Management, LLC$7.6M22026-06-30
Axxcess Wealth Management, LLC$7.6M382026-06-30
Carsonallaria Wealth Management, Ltd.$7.5M62026-06-30
Security Financial Services, Inc.$7.5M102026-06-30
Moneta Group Investment Advisors LLC$7.5M2562026-06-30
Patten & Patten Inc/tn$7.4M02026-06-30
B. Riley Wealth Advisors, Inc.$7.4M1702026-06-30
Darwin Wealth Management, LLC$7.2M122026-06-30
Treasure Coast Financial Planning$7.2M52026-06-30
Orion Porfolio Solutions, LLC$7.2M1992026-06-30
Global Retirement Partners LLC$7.2M4912026-06-30
Visionary Wealth Advisors$6.9M462026-06-30
Nations Financial Group Inc, /ia/ /adv$6.8M02026-06-30
Halbert Hargrove Global Advisors, LLC$6.6M432026-06-30
Jmac Enterprises LLC$6.6M32026-06-30
Bam Wealth Management LLC$6.5M82026-06-30
Redhawk Wealth Advisors, Inc.$6.5M432026-06-30
Fourth Dimension Wealth, LLC$6.4M92026-06-30
Geneos Wealth Management, Inc.$6.2M1932026-06-30
Pacifica Partners Inc.$6.1M82026-06-30
Aviance Capital Partners, LLC$5.9M62026-06-30
Selby Wealth Management$5.9M32026-06-30
Davenport & Co LLC$5.9M3392026-06-30
Koshinski Asset Management, Inc.$5.8M692026-06-30
Bank of New York Mellon Corp$5.7M02026-06-30
Money Concepts Capital Corp$5.7M3892026-06-30
Birchwood Financial Partners, Inc.$5.7M92026-06-30
Connecticut Wealth Management, LLC$5.7M502026-06-30
Maimon Wealth Management Ltd.$5.6M02026-06-30
Slagle Financial, LLC$5.5M132026-06-30
Total Investment Management Inc$5.4M82026-06-30
Secured Retirement Advisors, LLC$5.3M52026-06-30
Taylor & Morgan Wealth Management, LLC$5.2M72026-06-30
Lunt Capital Management, Inc.$5.2M32026-06-30
Allworth Financial, LP$5.1M3172026-06-30
Freedom Financial Partners LLC$5.1M42026-06-30
Colonial River Wealth Management LLC$5M82026-06-30
Financial Discovery Group Inc$5M32026-06-30
Citadel Advisors LLC$4.9M02026-06-30
Denver Pwm, LLC$4.9M72026-06-30
Oneascent Financial Services LLC$4.9M852026-06-30
Csenge Advisory Group$4.9M752026-06-30
Advus Financial Partners, LLC$4.9M102026-06-30
Fifth Third Bancorp$4.8M02026-06-30
Syverson Strege$4.8M142026-06-30
CIBC World Market Inc.$4.8M02026-06-30
Happiness In Retirement$4.7M52026-06-30
Beacon Pointe Advisors, LLC$4.7M4662026-06-30
Bluespring Wealth Management, LLC$4.7M502026-06-30
Trek Financial, LLC$4.5M632026-06-30
Comerica Bank$4.5M02025-12-31
Advisor Os, LLC$4.5M22026-06-30
Cerity Partners LLC$4.5M7772026-06-30
Baird Financial Group, Inc.$4.3M02026-06-30
University of Texas/texas Am Investment Management Co$4.3M02026-06-30
Traction Financial Partners, LLC$4.3M72026-06-30
Bank of Montreal /can$4.2M02026-06-30
Quadrature Capital Ltd$4.2M02026-06-30
Capital Planning Advisors, LLC$4.2M02026-03-31
Dunhill Financial, LLC$4M122026-06-30
Mutual Advisors, LLC$4M1532026-06-30
First Hawaiian Bank$3.9M02026-06-30
Pinnacle Financial Group, LLC / Il$3.8M42026-06-30
Wealth Advisors of Iowa, LLC$3.8M112026-06-30
Vise Technologies, Inc.$3.8M02026-06-30
Beckerman Wealth$3.8M42026-06-30
Elyxium Wealth, LLC$3.8M72026-06-30
Titleist Asset Management, LLC$3.7M432026-06-30
Essential Planning, Llc.$3.7M32026-06-30
Milestone Asset Management, LLC$3.6M112026-06-30
21 West Wealth Management LLC$3.6M22026-06-30
The Fiduciary Alliance$3.6M492026-06-30
Composition Wealth, LLC$3.5M762026-06-30
Avondale Wealth Management LLC$3.5M42026-06-30
Pfg Advisors$3.5M832026-06-30
Steward Partners Investment Advisory, LLC$3.4M4812026-06-30
Wcg Wealth Advisors LLC$3.4M1302026-06-30
Navis Wealth Advisors LLC$3.4M72026-06-30
Greenwood Capital Associates LLC$3.4M162026-06-30
Western Wealth Management, LLC$3.4M1122026-06-30
Essex Financial Services, Inc.$3.3M332026-06-30
Roger Wittlin Investment Advisory, LLC$3.3M32026-06-30
Ewg Elevate Inc.$3.3M02025-09-30
Hamilton Wealth, LLC$3.3M32026-06-30
Ep Wealth Advisors, LLC$3.2M3382026-06-30
Aqr Capital Management LLC$3.2M12026-06-30
Fairway Financial, LLC$3.1M22026-06-30
Wilkerson Advisory Group LLC$3.1M52026-06-30
Arkadios Wealth Advisors$3.1M2262026-06-30
Womack Financial LLC$3M32026-06-30
TD Waterhouse Canada Inc.$3M02026-06-30
Maia Wealth LLC$3M412026-06-30
Barnes Wealth Management Group$3M72026-06-30
Accredited Wealth Management, LLC$2.9M02025-09-30
Creative Planning$2.9M1,1712026-06-30
Emergent Wealth Advisors, LLC$2.8M42026-06-30
Centerline Wealth Advisors, LLC$2.8M42026-06-30
United Capital Financial Advisors, LLC$2.6M1662026-06-30
Intelligence Driven Advisers, LLC$2.6M162026-06-30
Forteris Wealth Management Inc.$2.6M22026-06-30
Avior Wealth Management, LLC$2.5M692026-06-30
Elevated Capital Advisors, LLC$2.5M202026-06-30
Strategic Blueprint, LLC$2.5M552026-06-30
Citigroup Inc$2.5M02026-06-30
Strategic Advisors LLC$2.4M42026-06-30
First National Bank & Trust Co of Newtown$2.4M02026-06-30
Insight Wealth Partners, LLC$2.4M152026-06-30
Wealthcare Advisory Partners LLC$2.4M1702026-06-30
Ifp Advisors, Inc$2.4M3182026-06-30
Gateway Wealth Partners, LLC$2.3M1012026-06-30
Hollencrest Capital Management$2.2M152026-06-30
Apollon Financial, LLC$2.2M202026-06-30
Savant Wealth Management$2.2M4052026-06-30
Flaharty Asset Management, LLC$2.2M102026-06-30
Wealth With No Regrets®$2.2M42026-06-30
National Bank of Canada /fi$2.1M02026-06-30
Forvis Mazars Wealth Advisors, LLC$2.1M832026-06-30
Mcf Advisors LLC$2.1M332026-06-30
Menard Financial Group LLC$2.1M22026-06-30
Lido Advisors, LLC$2.1M3202026-06-30
Advisory Services Network$2M2532026-06-30
Brookstone Capital Management$2M3372026-06-30
Signal Advisors Wealth, LLC$2M452026-06-30
Kingsview Wealth Management, LLC$1.9M1152026-06-30

The 250 largest of 565 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30