PIMCO ACTIVE BOND EXCHANGE-T (BOND) Institutional Ownership Changes & 13F Activity

PIMCO ACTIVE BOND EXCHANGE-T (BOND). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Waverly Advisors, Llc, Modern Wealth Management, Llc, Envestnet Asset Management Inc, and Bank Of America Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+257,231+9.8%2,871,675$264.80MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+18,140+11.2%179,754$16.58MQ2 2026Sep 23, 2026
Security National Bank Of Sioux City IowaBuy+11,492—11,492$1.06MQ2 2026Sep 18, 2026
Integrated Wealth Concepts LlcSell-3,279-4.7%66,491$6.13MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-14,907-21.8%53,458$4.93MQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Sell-347-13.5%2,227$205.31KQ2 2026Sep 02, 2026
Allianz Asset Management GmbhBuy+217+55.2%610$56.25KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-616-3.1%19,194$1.77MQ2 2026Aug 27, 2026
Tobias Financial Advisors, Inc.Buy+37+1.2%3,001$276.74KQ2 2026Aug 25, 2026
Rehmann Capital Advisory GroupBuy+2,688+27.3%12,542$1.16MQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-169,691-38.1%275,358$25.39MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+6,338+43.3%20,992$1.94MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+206—206$19.00KQ2 2026Aug 19, 2026
Denver Pwm, LlcSell-578-1.1%54,023$4.90MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcSell-91-0.2%50,862$4.69MQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+91,180+179.5%141,982$13.13MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-40,725-58.8%28,593$2.63MQ2 2026Aug 17, 2026
Asset Allocation Strategies LlcBuy+12,259+13.0%106,841$9.85MQ2 2026Aug 17, 2026
Brasada Capital Management, LpSell-1,517-21.5%5,546$511.40KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+596+22.4%3,256$300.00KQ2 2026Aug 17, 2026
Fsa Advisors, Inc.Sell-266-5.1%4,948$456.29KQ2 2026Aug 17, 2026
Raymond James Financial IncBuy+994,053+55.4%2,787,919$257.07MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+310,172+30.3%1,332,448$122.87MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+273,591—273,591$25.23MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+213,654+13.1%1,839,221$169.59MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+199,120+510.1%238,153$21.96MQ2 2026Aug 14, 2026
Gotham Asset Management, LlcBuy+155,569+24.2%798,729$73.65MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+146,728+29.8%639,633$58.98MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+104,894+40.2%365,565$33.83MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+99,278+12077.6%100,100$9.23MQ2 2026Aug 14, 2026
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Frequently asked questions about BOND activity

  • Which institutional owners are buying BOND?

    Institutional owners buying BOND include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BOND activity?

    "Buy" means an investor increased their reported position in BOND compared to the prior reporting period. This reflects growing exposure to PIMCO ACTIVE BOND EXCHANGE-T (BOND) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BOND increasing?

    Institutional interest in BOND can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.