BOND Institutional Ownership
PIMCO Active Bond Exchange-Traded Fund
1W: -0.9%
1M: -3.7%
3M: -5.8%
YTD: -6.2%
1Y: -6.3%
3Y: +10.3%
5Y: -6.7%
$86.54
-0.19 (-0.22%)
Weekly Expected Move ±0.8%
$85
$86
$87
$87
$88
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BOND
576
Institutional Holders
+23 vs prior quarter
0.0%
Ownership
+0.00pp
6B
Total Invested
61
New Positions
284
Increased
172
Reduced
33
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (608 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,983,835 | $345M | +221,566 | +5.9% | 58Q | SEC ↗ |
| 2 | LPL Financial LLC | 3,827,606 | $331M | +406,647 | +11.9% | 54Q | SEC ↗ |
| 3 | CWM, LLC | 3,741,411 | $324M | -408,165 | -9.8% | 18Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 2,871,675 | $249M | +257,231 | +9.8% | 58Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 2,787,919 | $241M | +994,053 | +55.4% | 7Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 2,249,290 | $195M | +15,648 | +0.7% | 57Q | SEC ↗ |
| 7 | AE Wealth Management LLC | 1,843,273 | $160M | -49,316 | -2.6% | 29Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 1,839,221 | $159M | +213,654 | +13.1% | 15Q | SEC ↗ |
| 9 | OneDigital Investment Advisors LLC | 1,835,711 | $159M | +84,786 | +4.8% | 21Q | SEC ↗ |
| 10 | OSAIC HOLDINGS, INC. | 1,796,810 | $155M | +98,644 | +5.8% | 26Q | SEC ↗ |
| 11 | TECTONIC ADVISORS LLC | 1,670,377 | $145M | +46,685 | +2.9% | 12Q | SEC ↗ |
| 12 | NewEdge Advisors, LLC | 1,474,136 | $128M | +137,905 | +10.3% | 17Q | SEC ↗ |
| 13 | Koss-Olinger Consulting, LLC | 1,347,216 | $117M | +80,646 | +6.4% | 9Q | SEC ↗ |
| 14 | Waverly Advisors, LLC | 1,332,448 | $115M | +310,172 | +30.3% | 10Q | SEC ↗ |
| 15 | Cetera Investment Advisers | 1,293,060 | $112M | +179,064 | +16.1% | 37Q | SEC ↗ |
| 16 | Sand Hill Global Advisors, LLC | 1,243,907 | $108M | +178,820 | +16.8% | 11Q | SEC ↗ |
| 17 | JPMORGAN CHASE & CO | 1,168,467 | $101M | +275,052 | +30.8% | 57Q | SEC ↗ |
| 18 | Heirloom Wealth Management | 1,156,313 | $100M | +136,695 | +13.4% | 5Q | SEC ↗ |
| 19 | GREAT VALLEY ADVISOR GROUP, INC. | 991,278 | $86M | +35,191 | +3.7% | 5Q | SEC ↗ |
| 20 | UBS Group AG | 946,854 | $82M | +35,151 | +3.9% | 47Q | SEC ↗ |
| 21 | CreativeOne Wealth, LLC | 905,609 | $78M | +69,885 | +8.4% | 27Q | SEC ↗ |
| 22 | Gotham Asset Management, LLC | 798,729 | $69M | +155,569 | +24.2% | 7Q | SEC ↗ |
| 23 | ROYAL BANK OF CANADA | 654,022 | $57M | +12,163 | +1.9% | 58Q | SEC ↗ |
| 24 | Buck Wealth Strategies, LLC | 651,556 | $56M | +23,143 | +3.7% | 6Q | SEC ↗ |
| 25 | Vickerman Investment Advisors, Inc. | 639,932 | $55M | -98,286 | -13.3% | 11Q | SEC ↗ |
| 26 | Thrivent Financial for Lutherans | 639,633 | $55M | +146,728 | +29.8% | 11Q | SEC ↗ |
| 27 | Concurrent Investment Advisors, LLC | 602,397 | $52M | +35,490 | +6.3% | 11Q | SEC ↗ |
| 28 | FSM Wealth Advisors, LLC | 583,033 | $50M | +45,091 | +8.4% | 17Q | SEC ↗ |
| 29 | Advocacy Wealth Management, LLC | 569,047 | $49M | +23,328 | +4.3% | 3Q | SEC ↗ |
| 30 | STIFEL FINANCIAL CORP | 566,667 | $49M | +88,156 | +18.4% | 49Q | SEC ↗ |
| 31 | EVOLVE PRIVATE WEALTH, LLC | 553,056 | $48M | +26,523 | +5.0% | 3Q | SEC ↗ |
| 32 | Bouchey Financial Group, Ltd. NEW | 545,883 | $47M | — | +0.0% | 1Q | SEC ↗ |
| 33 | HighTower Advisors, LLC | 478,289 | $41M | +37,276 | +8.5% | 31Q | SEC ↗ |
| 34 | CAPTRUST FINANCIAL ADVISORS | 471,968 | $41M | -68,815 | -12.7% | 39Q | SEC ↗ |
| 35 | RFG Advisory, LLC | 455,902 | $39M | +172,932 | +61.1% | 27Q | SEC ↗ |
| 36 | Hudson Capital Management LLC | 442,761 | $38M | +14,227 | +3.3% | 35Q | SEC ↗ |
| 37 | Cooper Financial Group | 433,100 | $37M | +36,705 | +9.3% | 13Q | SEC ↗ |
| 38 | ECLECTIC ASSOCIATES INC /ADV | 410,428 | $36M | +63,525 | +18.3% | 8Q | SEC ↗ |
| 39 | Mariner, LLC | 407,558 | $35M | -94,927 | -18.9% | 16Q | SEC ↗ |
| 40 | BNP PARIBAS FINANCIAL MARKETS | 383,537 | $33M | +2,696 | +0.7% | 7Q | SEC ↗ |
| 41 | COMMONWEALTH EQUITY SERVICES, LLC | 375,064 | $32M | -178,622 | -32.3% | 35Q | SEC ↗ |
| 42 | Christian Investment Advisors, Inc. | 373,981 | $32M | +27,984 | +8.1% | 2Q | SEC ↗ |
| 43 | JONES FINANCIAL COMPANIES LLLP | 365,565 | $32M | +104,894 | +40.2% | 9Q | SEC ↗ |
| 44 | Kestra Advisory Services, LLC | 345,148 | $30M | +47,621 | +16.0% | 24Q | SEC ↗ |
| 45 | O'Connor Financial Group LLC | 331,895 | $29M | +96,001 | +40.7% | 6Q | SEC ↗ |
| 46 | Legacy Private Trust Co. | 330,525 | $29M | +36,531 | +12.4% | 11Q | SEC ↗ |
| 47 | TRUIST FINANCIAL CORP | 319,915 | $28M | +1,215 | +0.4% | 27Q | SEC ↗ |
| 48 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 318,668 | $28M | +9,378 | +3.0% | 12Q | SEC ↗ |
| 49 | Goldstein Advisors, LLC | 316,893 | $27M | +35,392 | +12.6% | 15Q | SEC ↗ |
| 50 | Private Advisor Group, LLC | 310,214 | $27M | +40,260 | +14.9% | 51Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Bouchey Financial Group, Ltd. | 545,883 | $47M |
| Modern Wealth Management, LLC | 273,591 | $24M |
| MBM WEALTH CONSULTANTS, LLC | 140,381 | $12M |
| Wealthspire Advisors, LLC | 115,422 | $10M |
| Spectrum Advisors, Inc. | 90,021 | $8M |
| Global Retirement Partners, LLC | 77,569 | $7M |
| Fourth Dimension Wealth, LLC | 69,937 | $6M |
| Colonial River Investments, LLC | 54,537 | $5M |
| Bluespring Wealth Management, LLC | 50,432 | $4M |
| Quadrature Capital Ltd | 46,025 | $4M |
| Vise Technologies, Inc. | 41,056 | $4M |
| GREENWOOD CAPITAL ASSOCIATES LLC | 36,798 | $3M |
| Centerline Wealth Advisors, LLC | 30,148 | $3M |
| FIRST NATIONAL BANK & TRUST CO OF N | 26,634 | $2M |
| Plancorp, LLC | 18,870 | $2M |
| Savvy Advisors, Inc. | 13,151 | $1M |
| SECURITY NATIONAL BANK OF SIOUX CIT | 11,492 | $995K |
| Bellwether Advisors, LLC | 10,896 | $943K |
| Acorn Wealth Advisors, LLC | 9,340 | $808K |
| Belpointe Asset Management LLC | 7,564 | $655K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 372,845 | $32M |
| Independent Advisor Alliance | 112,917 | $10M |
| WealthShield Partners, LLC | 103,918 | $9M |
| Cornerstone Advisory, LLC | 42,269 | $4M |
| SOL Capital Management CO | 32,325 | $3M |
| Fortitude Financial, LLC | 24,008 | $2M |
| Ascentis Independent Advisors | 19,659 | $2M |
| KEYVANTAGE WEALTH, LLC | 15,398 | $1M |
| FLOW TRADERS U.S. LLC | 12,988 | $1M |
| RENAISSANCE TECHNOLOGIES LLC | 8,500 | $736K |
| Westwood Wealth Management | 7,498 | $649K |
| Dakota Wealth Management | 7,327 | $634K |
| Helium Advisors LLC | 6,315 | $547K |
| Synergy Asset Management, LLC | 5,661 | $490K |
| Modera Wealth Management, LLC | 5,425 | $469K |
| Thrive Wealth Management, LLC | 4,121 | $357K |
| IVC Wealth Advisors LLC | 4,082 | $353K |
| Moment Partners, LLC | 4,000 | $346K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 3,611 | $312K |
| Blue Edge Capital, LLC | 2,832 | $245K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +994,053 | +55.4% | 2,787,919 |
| LPL Financial LLC | +406,647 | +11.9% | 3,827,606 |
| Waverly Advisors, LLC | +310,172 | +30.3% | 1,332,448 |
| JPMORGAN CHASE & CO | +275,052 | +30.8% | 1,168,467 |
| ENVESTNET ASSET MANAGEMENT INC | +257,231 | +9.8% | 2,871,675 |
| MORGAN STANLEY | +221,566 | +5.9% | 3,983,835 |
| BANK OF AMERICA CORP /DE | +213,654 | +13.1% | 1,839,221 |
| OLD MISSION CAPITAL LLC | +199,120 | +510.1% | 238,153 |
| Cetera Investment Advisers | +179,064 | +16.1% | 1,293,060 |
| Sand Hill Global Advisors, LLC | +178,820 | +16.8% | 1,243,907 |
| RFG Advisory, LLC | +172,932 | +61.1% | 455,902 |
| Gotham Asset Management, LLC | +155,569 | +24.2% | 798,729 |
| Thrivent Financial for Lutherans | +146,728 | +29.8% | 639,633 |
| NewEdge Advisors, LLC | +137,905 | +10.3% | 1,474,136 |
| Heirloom Wealth Management | +136,695 | +13.4% | 1,156,313 |
| JONES FINANCIAL COMPANIES LLLP | +104,894 | +40.2% | 365,565 |
| IFG Advisory, LLC | +99,278 | +12077.6% | 100,100 |
| OSAIC HOLDINGS, INC. | +98,644 | +5.8% | 1,796,810 |
| O'Connor Financial Group LLC | +96,001 | +40.7% | 331,895 |
| Equitable Holdings, Inc. | +91,180 | +179.5% | 141,982 |