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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +257,231 | +9.8% | 2,871,675 | $264.80M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +18,140 | +11.2% | 179,754 | $16.58M | Q2 2026 | Sep 23, 2026 |
| Security National Bank Of Sioux City Iowa | Buy | +11,492 | — | 11,492 | $1.06M | Q2 2026 | Sep 18, 2026 |
| Integrated Wealth Concepts Llc | Sell | -3,279 | -4.7% | 66,491 | $6.13M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -14,907 | -21.8% | 53,458 | $4.93M | Q2 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -347 | -13.5% | 2,227 | $205.31K | Q2 2026 | Sep 02, 2026 |
| Allianz Asset Management Gmbh | Buy | +217 | +55.2% | 610 | $56.25K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -616 | -3.1% | 19,194 | $1.77M | Q2 2026 | Aug 27, 2026 |
| Tobias Financial Advisors, Inc. | Buy | +37 | +1.2% | 3,001 | $276.74K | Q2 2026 | Aug 25, 2026 |
| Rehmann Capital Advisory Group | Buy | +2,688 | +27.3% | 12,542 | $1.16M | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -169,691 | -38.1% | 275,358 | $25.39M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +6,338 | +43.3% | 20,992 | $1.94M | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Buy | +206 | — | 206 | $19.00K | Q2 2026 | Aug 19, 2026 |
| Denver Pwm, Llc | Sell | -578 | -1.1% | 54,023 | $4.90M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -91 | -0.2% | 50,862 | $4.69M | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Buy | +91,180 | +179.5% | 141,982 | $13.13M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -40,725 | -58.8% | 28,593 | $2.63M | Q2 2026 | Aug 17, 2026 |
| Asset Allocation Strategies Llc | Buy | +12,259 | +13.0% | 106,841 | $9.85M | Q2 2026 | Aug 17, 2026 |
| Brasada Capital Management, Lp | Sell | -1,517 | -21.5% | 5,546 | $511.40K | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +596 | +22.4% | 3,256 | $300.00K | Q2 2026 | Aug 17, 2026 |
| Fsa Advisors, Inc. | Sell | -266 | -5.1% | 4,948 | $456.29K | Q2 2026 | Aug 17, 2026 |
| Raymond James Financial Inc | Buy | +994,053 | +55.4% | 2,787,919 | $257.07M | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +310,172 | +30.3% | 1,332,448 | $122.87M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Buy | +273,591 | — | 273,591 | $25.23M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +213,654 | +13.1% | 1,839,221 | $169.59M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +199,120 | +510.1% | 238,153 | $21.96M | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, Llc | Buy | +155,569 | +24.2% | 798,729 | $73.65M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +146,728 | +29.8% | 639,633 | $58.98M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +104,894 | +40.2% | 365,565 | $33.83M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +99,278 | +12077.6% | 100,100 | $9.23M | Q2 2026 | Aug 14, 2026 |
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.