PIMCO Active Bond

BOND • NYSE

PIMCO Active Bond is an exchange-traded fund on NYSE. As of Q3 2025, 449 institutional investors hold shares in this ETF, with total holdings valued at $4.6B. CWM, LLC is the largest holder with a position valued at $370.8M.

Overview

Overview of institutional ownership in BOND as of Q3 2025

All Institutions

Institutions: 449
Value Held: $4.6B
Shares Held: 49.4M
Avg Position: $10.3M
Median Position: $1.2M

Hedge Funds

Hedge Funds: 5
Value Held: $19.9M
Shares Held: 213.1K
Avg Position: $4.0M
Median Position: $364.1K

Biggest Investors

Institutions with the largest positions in BOND as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
CWM, LLC RIA/Wealth	George Burton White CEO	$370.8M 1.18% of portfolio	4.0M shares	Q4 2021 Held for 3y 11m	$31.5B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$276.4M 0.02% of portfolio	3.0M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
L LPL Financial LLC Institution	-	$215.5M 0.06% of portfolio	2.3M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$198.3M 0.06% of portfolio	2.1M shares	≤ Q2 2013 Held for 12y 5m+	$341.99B
A Advisor Group Holdings, Inc. Institution	-	$155.5M 0.22% of portfolio	1.7M shares	Q1 2020 Held for 5y 8m	$71.0B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$149.6M 0.03% of portfolio	1.6M shares	≤ Q2 2013 Held for 12y 5m+	$488.50B
T TECTONIC ADVISORS LLC RIA/Wealth	Arthur Haag Sherman CEO	$146.9M 8.66% of portfolio	1.6M shares	Q3 2023 Held for 2y 2m	$1.7B
R Resources Investment Advisors, Inc. Pension/Endowment	Vincent Lee Morris President	$133.7M 1.39% of portfolio	1.4M shares	Q3 2020 Held for 5y 2m	$9.6B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$114.7M 0.01% of portfolio	1.2M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
AE Wealth Management LLC RIA/Wealth	David James Callanan CEO	$93.7M 0.62% of portfolio	1.0M shares	Q3 2018 Held for 7y 2m	$15.2B

Net Capital Flow

Institutional buying and selling activity for BOND in Q3 2025

Traded: +$258.5M
Buyers: 243
Sellers: 171
Total Bought: +$423.0M
Total Sold: −$164.5M
Avg Position: $9.7M

Biggest Buyers

Institution	Net Bought	Current Position
Cetera Investment Advisers RIA/Wealth	+$34.9M +374.1K shares	$77.4M 829.6K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	+$30.5M +327.2K shares	$32.3M 345.5K shares
L LPL Financial LLC Institution	+$21.6M +231.8K shares	$215.5M 2.3M shares
Wright Fund Managment, LLC Long Only Manager	+$19.1M +204.1K shares	$19.1M 204.1K shares
WELLS FARGO & COMPANY/MN Institution	+$17.8M +191.0K shares	$149.6M 1.6M shares
AE Wealth Management LLC RIA/Wealth	+$17.4M +186.5K shares	$93.7M 1.0M shares
FIRST COMMONWEALTH FINANCIAL CORP /PA/ Institution	+$17.1M +183.1K shares	$17.1M 183.1K shares
Vestmark Advisory Solutions, Inc. Fund of Funds	+$15.8M +169.2K shares	$16.3M 174.1K shares
Mount Yale Investment Advisors, LLC RIA/Wealth	+$15.8M +169.2K shares	$15.8M 169.2K shares
MORGAN STANLEY RIA/Wealth	+$14.8M +158.8K shares	$276.4M 3.0M shares

Biggest Sellers

Institution	Net Sold	Current Position
J JANE STREET GROUP, LLC Institution	−$19.9M −215.5K shares	Sold Off 0 shares
Bank of New York Mellon Corp Institution	−$13.3M −142.7K shares	$1.5M 16.1K shares
UBS Group AG Institution	−$12.1M −129.7K shares	$76.0M 814.4K shares
Horizon Investments, LLC/SC Long Only Manager	−$10.0M −107.8K shares	$14.1M 152.2K shares
Eqis Capital Management, Inc. RIA/Wealth	−$6.5M −69.4K shares	$9.6M 102.6K shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	−$6.4M −68.7K shares	$39.8M 426.3K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$6.3M −68.2K shares	Sold Off 0 shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$6.1M −65.0K shares	$40.5M 433.5K shares
S SCOTIA CAPITAL INC. Institution	−$5.4M −58.3K shares	$29.8M 318.9K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$5.3M −56.4K shares	$198.3M 2.1M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BOND in Q3 2025

New Positions: 12
New Value: $40.7M
Exited Positions: 25
Exited Value: $36.3M

New Positions

Institution	Position Value
FIRST COMMONWEALTH FINANCIAL CORP /PA/ Institution	$17.1M 183.1K shares
Mount Yale Investment Advisors, LLC RIA/Wealth	$15.8M 169.2K shares
BAM Wealth Management, LLC RIA/Wealth	$6.0M 64.4K shares
SMITHBRIDGE ASSET MANAGEMENT INC/DE RIA/Wealth	$504.0K 5.4K shares
BCJ Capital Management, LLC RIA/Wealth	$263.7K 2.8K shares
L LifeWealth Investments, LLC Institution	$239.3K 2.6K shares
Atlanta Consulting Group Advisors, LLC RIA/Wealth	$213.3K 2.3K shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Long Only Manager	$169.2K 1.8K shares
Wealth Watch Advisors, INC RIA/Wealth	$159.7K 1.7K shares
Greykasell Wealth Strategies, Inc. RIA/Wealth	$106.6K 1.1K shares

Exited Positions

Institution	Previous Position
J JANE STREET GROUP, LLC Institution	$19.9M 215.5K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$6.3M 68.2K shares
GOLDMAN SACHS GROUP INC Institution	$3.6M 38.8K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$1.5M 16.1K shares
LexAurum Advisors, LLC RIA/Wealth	$675.6K 7.3K shares
Dynasty Wealth Management, LLC Fund of Funds	$505.6K 5.5K shares
B Beacon Capital Management, LLC RIA/Wealth	$473.6K 5.1K shares
NAPA WEALTH MANAGEMENT RIA/Wealth	$473.2K 5.1K shares
Kovack Advisors, Inc. RIA/Wealth	$393.6K 4.3K shares
U UMA Financial Services, Inc. RIA/Wealth	$370.3K 4.0K shares

Options Activity

Institutions with the largest Call and Put options positions in BOND as of Q3 2025

Call Positions: 1
Call Value: $1.4M
Put Positions: 1
Put Value: -

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.4M 150.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts

Most Committed Institutions

Institutions with BOND as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
M McGrath & Associates, Inc. Institution	-	16.74% $11.3M	120.7K shares	Q4 2024 Held for 11 months	$67.3M
Vickerman Investment Advisors, Inc. RIA/Wealth	Michael James Vickerman President	12.91% $63.8M	684.0K shares	Q4 2023 Held for 1y 11m	$494.5M
Heirloom Wealth Management RIA/Wealth	Michael Gregory Euston Managing Partner	10.88% $45.0M	482.5K shares	Q2 2025 Held for 5 months	$413.9M
Smart Portfolios, LLC RIA/Wealth	Bryce Arnevick James President	9.84% $10.2M	109.0K shares	Q3 2023 Held for 2y 2m	$103.4M
Hudson Capital Management LLC RIA/Wealth	Andrew Michael Aran Managing Partner	9.61% $35.1M	375.8K shares	Q4 2017 Held for 7y 11m	$364.9M
O'Connor Financial Group LLC RIA/Wealth	Timothy Joseph Oconnor Founder	9.58% $21.0M	225.3K shares	Q1 2025 Held for 8 months	$219.7M
T TECTONIC ADVISORS LLC RIA/Wealth	Arthur Haag Sherman CEO	8.66% $146.9M	1.6M shares	Q3 2023 Held for 2y 2m	$1.7B
SimpliFi, Inc. RIA/Wealth	Eric Allen Sigdestad CEO	8.52% $19.9M	213.4K shares	Q1 2025 Held for 8 months	$233.7M
J John W. Brooker & Co., CPAs Institution	-	6.11% $3.0M	32.1K shares	Q4 2019 Held for 5y 11m	$49.0M
S Sheridan Capital Management, LLC RIA/Wealth	Conor Michael Sheridan Managing Partner	5.95% $11.3M	120.6K shares	Q4 2023 Held for 1y 11m	$189.3M