BOND

Pimco Active Bond Exchange-TETF
UnclassifiedUSCUSIP 72201R775◍ Confluence graph
Tracked 13F Holders
492
-74 QoQ
13F Value (tracked)
$6.1B
13F Moves · latest Q
42 added
7 trimmed
Recent Filings
0

Who owns BOND?

492 tracked 13F filers

492 tracked 13F filers disclose a position in BOND as of the latest SEC 13F filings, a combined $6.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$347.2M
3.8M
+11%
Added · +382K sh
Q1 2026
2CWM, LLC
$345.3M
3.7M
−9.8%
Reduced · −408K sh
Q1 2026
3LPL Financial LLC
$315.7M
3.4M
+18%
Added · +525K sh
Q1 2026
4ENVESTNET ASSET MANAGEMENT INC
$241.3M
2.6M
+24%
Added · +514K sh
Q1 2026
5WELLS FARGO & COMPANY/MN
$206.1M
2.2M
+13%
Added · +250K sh
Q1 2026
6AE Wealth Management LLC
$174.6M
1.9M
+28%
Added · +411K sh
Q1 2026
7RAYMOND JAMES FINANCIAL INC
$165.5M
1.8M
+76%
Added · +777K sh
Q1 2026
8OneDigital Investment Advisors LLC
$161.6M
1.8M
+13%
Added · +199K sh
Q1 2026
9OSAIC HOLDINGS, INC.
$156.5M
1.7M
+2.8%
Added · +46K sh
Q1 2026
10TECTONIC ADVISORS LLC
$154.0M
1.7M
+2.9%
Added · +47K sh
Q2 2026
11BANK OF AMERICA CORP /DE/
$150.0M
1.6M
+12%
Added · +172K sh
Q1 2026
12NewEdge Advisors, LLC
$135.9M
1.5M
+10%
Added · +138K sh
Q2 2026
13Sand Hill Global Advisors, LLC
$114.7M
1.2M
+17%
Added · +179K sh
Q2 2026
14Heirloom Wealth Management
$106.6M
1.2M
+13%
Added · +137K sh
Q2 2026
15Cetera Investment Advisers
$102.8M
1.1M
+18%
Added · +170K sh
Q1 2026
16Waverly Advisors, LLC
$94.3M
1.0M
+60%
Added · +381K sh
Q1 2026
17GREAT VALLEY ADVISOR GROUP, INC.
$91.4M
991K
+3.7%
Added · +35K sh
Q2 2026
18UBS Group AG
$84.1M
912K
+2.5%
Added · +22K sh
Q1 2026
19CreativeOne Wealth, LLC
$83.5M
906K
+8.4%
Added · +70K sh
Q2 2026
20JPMORGAN CHASE & CO
$82.2M
893K
+17%
Added · +127K sh
Q1 2026
21Koss-Olinger Consulting, LLC
$62.9M
680K
+1.8%
Added · +12K sh
Q1 2025
22Buck Wealth Strategies, LLC
$60.1M
652K
+3.7%
Added · +23K sh
Q2 2026
23Gotham Asset Management, LLC
$59.4M
643K
+181%
Added · +414K sh
Q1 2026
24ROYAL BANK OF CANADA
$59.2M
642K
+1.1%
Added · +7K sh
Q1 2026
25Concurrent Investment Advisors, LLC
$55.5M
602K
+6.3%
Added · +35K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is BOND being bought or sold by institutions?

Last quarter, 2 funds opened a new position in BOND and 40 added to an existing one, while 7 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
40
funds
Reduced
7
funds
Exited
0
funds

Funds that own BOND also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA274 funds$28.2B
MICROSOFT CORPMSFT271 funds$18.2B
APPLE INCAAPL270 funds$27.7B
AMAZON.COM INCAMZN265 funds$14.3B
ALPHABET INC-CL AGOOGL262 funds$12.1B
ALPHABET INC-CL CGOOG260 funds$9.3B
SS SPDR S&P 500 ETF TRUST-USSPY259 funds$16.6B
JPMORGAN CHASE & COJPM258 funds$7.5B
META PLATFORMS INC-CLASS AMETA254 funds$7.6B
BROADCOM INCAVGO251 funds$10.1B
INVESCO QQQ TRUST SERIES 1QQQ250 funds$8.1B
ISHARES CORE S&P 500 ETFIVV248 funds$22.9B

Ranked by how many of BOND's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

390 funds+105 since Q3 2024
0232464Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $2.7B · 1 values withheld

Share classes

Class13F holdersValue held
MINTcs686 funds$11.1B
PYLDmc638 funds$10.8B
BONDthis pagemc492 funds$6.1B
MUNIcs415 funds$2.2B
HYSmc246 funds$850.2M
SMMUcs187 funds$825.6M
CORPmc178 funds$1.3B
LDURmc173 funds$1.2B

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in BOND

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BOND/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BOND.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BOND. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.