BOND Institutional Ownership & Shareholders
PIMCO ACTIVE BOND EXCHANGE-T (BOND) is currently held by 536 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $6.56B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of BOND tracked by InsiderSet, reporting ownership valued at approximately $367.35M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $353.17M, representing an estimated loss of -3.86% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 37% of the total disclosed BOND value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Cwm, Llc, and several other long-term asset managers with concentrated positions in PIMCO ACTIVE BOND EXCHANGE-T (BOND).
This page ranks the largest institutional BOND shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
536
Total Reported Value
$6.56B
Largest Holder
Morgan Stanley
Largest Position
$367.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
21
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.02% | 3,983,835 | $367,349,587 | $353,166,973 | -$14,182,614 | -3.86% | |
| Lpl Financial Llc | 0.08% | 3,827,606 | $352,943,535 | $339,317,272 | -$13,626,263 | -3.86% | |
| Cwm, Llc | 0.91% | 3,741,411 | $345,257,427 | $331,676,085 | -$13,581,342 | -3.93% | |
| Envestnet Asset Management Inc | 0.06% | 2,871,675 | $264,797,139 | $254,573,989 | -$10,223,150 | -3.86% | |
| Raymond James Financial Inc | 0.07% | 2,787,919 | $257,073,968 | $247,149,019 | -$9,924,949 | -3.86% | |
| Wells Fargo & Company/Mn | 0.04% | 2,249,290 | $207,407,067 | $199,399,559 | -$8,007,509 | -3.86% | |
| Bank Of America Corp | 0.01% | 1,839,221 | $169,594,546 | $163,046,942 | -$6,547,604 | -3.86% | |
| Onedigital Investment Advisors Llc | 1.43% | 1,835,711 | $169,270,931 | $162,735,780 | -$6,535,151 | -3.86% | |
| Osaic Holdings, Inc. | 0.19% | 1,796,810 | $165,694,890 | $159,287,207 | -$6,407,684 | -3.87% | |
| Tectonic Advisors Llc | 6.95% | 1,724,091 | $149,978,686 | $152,840,667 | +$2,861,981 | +1.91% | |
| Newedge Advisors, Llc | 0.40% | 1,474,136 | $135,930,033 | $130,682,156 | -$5,247,877 | -3.86% | |
| Koss-Olinger Consulting, Llc | 9.57% | 1,347,216 | $124,226,766 | $119,430,698 | -$4,796,068 | -3.86% | |
| Waverly Advisors, Llc | 0.71% | 1,332,448 | $122,865,052 | $118,121,515 | -$4,743,537 | -3.86% | |
| Cetera Investment Advisers | 0.11% | 1,293,060 | $119,233,072 | $114,629,769 | -$4,603,303 | -3.86% | |
| Sand Hill Global Advisors, Llc | 3.45% | 1,243,907 | $114,700,628 | $110,272,356 | -$4,428,272 | -3.86% | |
| Jpmorgan Chase & Co | 0.01% | 1,168,467 | $108,235,145 | $103,584,600 | -$4,650,545 | -4.30% | |
| Heirloom Wealth Management | 13.36% | 1,180,767 | $102,714,963 | $104,674,995 | +$1,960,032 | +1.91% | |
| Great Valley Advisor Group, Inc. | 1.44% | 991,278 | $91,405,511 | $87,876,795 | -$3,528,716 | -3.86% | |
| Ubs Group Ag | 0.01% | 946,854 | $87,309,408 | $83,938,607 | -$3,370,801 | -3.86% | |
| Creativeone Wealth, Llc | 1.80% | 905,609 | $83,506,171 | $80,282,238 | -$3,223,933 | -3.86% | |
| Gotham Asset Management, Llc | 0.17% | 798,729 | $73,650,801 | $70,807,326 | -$2,843,475 | -3.86% | |
| Rfg Advisory, Llc | 0.91% | 741,266 | $64,482,752 | $65,713,231 | +$1,230,479 | +1.91% | |
| Royal Bank Of Canada | 0.01% | 654,022 | $60,308,000 | $57,979,050 | -$2,328,950 | -3.86% | |
| Vickerman Investment Advisors, Inc. | 11.46% | 639,932 | $59,008,145 | $56,729,972 | -$2,278,173 | -3.86% | |
| Thrivent Financial For Lutherans | 0.10% | 639,633 | $58,981,000 | $56,703,465 | -$2,277,535 | -3.86% | |
| Buck Wealth Strategies, Llc | 5.47% | 663,566 | $57,723,648 | $58,825,126 | +$1,101,478 | +1.91% | |
| Fsm Wealth Advisors, Llc | 5.65% | 628,266 | $54,627,736 | $55,695,781 | +$1,068,045 | +1.96% | |
| Advocacy Wealth Management, Llc | 1.91% | 569,047 | $52,471,824 | $50,446,017 | -$2,025,807 | -3.86% | |
| Stifel Financial Corp | 0.04% | 566,667 | $52,252,269 | $50,235,030 | -$2,017,239 | -3.86% | |
| Evolve Private Wealth, Llc | 3.12% | 553,056 | $50,997,290 | $49,028,414 | -$1,968,876 | -3.86% | |
| Bouchey Financial Group Ltd | 3.25% | 545,883 | $50,335,872 | $48,392,528 | -$1,943,344 | -3.86% | |
| Wealth Enhancement Advisory Services, Llc | 0.07% | 522,827 | $45,444,110 | $46,348,614 | +$904,504 | +1.99% | |
| Christian Investment Advisors, Inc. | 27.54% | 515,095 | $44,808,157 | $45,663,172 | +$855,015 | +1.91% | |
| Captrust Financial Advisors | 0.07% | 471,968 | $43,520,159 | $41,839,963 | -$1,680,196 | -3.86% | |
| Hudson Capital Management Llc | 10.40% | 484,509 | $42,147,432 | $42,951,723 | +$804,291 | +1.91% | |
| Legacy Private Trust Co. | 2.31% | 481,440 | $41,880,465 | $42,679,656 | +$799,191 | +1.91% | |
| Commonwealth Equity Services, Llc | 0.05% | 472,435 | $41,097,125 | $41,881,363 | +$784,238 | +1.91% | |
| Cooper Financial Group | 3.23% | 465,447 | $40,489,210 | $41,261,877 | +$772,667 | +1.91% | |
| Eclectic Associates Inc | 4.52% | 464,481 | $40,405,274 | $41,176,241 | +$770,967 | +1.91% | |
| Mariner, Llc | 0.04% | 407,558 | $37,580,919 | $36,130,017 | -$1,450,902 | -3.86% | |
| Bnp Paribas Financial Markets | 0.02% | 383,537 | $35,365,947 | $34,000,555 | -$1,365,392 | -3.86% | |
| Jones Financial Companies Lllp | 0.01% | 365,565 | $33,833,023 | $32,407,337 | -$1,425,686 | -4.21% | |
| Concurrent Investment Advisors, Llc | 0.22% | 362,006 | $31,490,879 | $32,091,832 | +$600,953 | +1.91% | |
| O'Connor Financial Group Llc | 10.60% | 343,751 | $29,902,899 | $30,473,526 | +$570,627 | +1.91% | |
| Cornerstone Wealth Management, Llc | 1.24% | 340,136 | $29,588,488 | $30,153,056 | +$564,568 | +1.91% | |
| Kestra Advisory Services, Llc | 0.08% | 330,861 | $28,781,607 | $29,330,828 | +$549,221 | +1.91% | |
| Goldstein Advisors, Llc | 2.54% | 329,764 | $28,686,170 | $29,233,579 | +$547,409 | +1.91% | |
| Private Advisor Group, Llc | 0.13% | 310,214 | $28,604,853 | $27,500,471 | -$1,104,382 | -3.86% | |
| Truist Financial Corp | 0.03% | 315,240 | $27,422,755 | $27,946,026 | +$523,271 | +1.91% | |
| First Commonwealth Financial Corp | 3.80% | 294,771 | $27,180,834 | $26,131,449 | -$1,049,385 | -3.86% |
Frequently asked questions about BOND
Who are the largest institutional holders of BOND?
The largest institutional holders of BOND reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Cwm, Llc, Envestnet Asset Management Inc, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported BOND position.
What is BOND institutional ownership?
This page tracks BOND positions reported by institutional investment managers through SEC Form 13F. PIMCO ACTIVE BOND EXCHANGE-T (BOND) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BOND?
InsiderSet currently tracks 536 institutional managers reporting BOND holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BOND shareholders.
How much BOND stock do institutions own?
Institutional investment managers disclosed approximately $6.56B in BOND holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BOND institutional ownership last updated?
The latest BOND institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BOND holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BOND position after the reporting date.
Are institutions buying or selling BOND?
Institutional buying and selling can be analyzed by comparing BOND positions across consecutive 13F reporting periods. InsiderSet's BOND Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BOND ownership changes.
How has BOND institutional ownership changed over time?
InsiderSet tracks BOND institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.