PIMCO ACTIVE BOND EXCHANGE-T (BOND) Institutional Shareholders
PIMCO ACTIVE BOND EXCHANGE-T (BOND) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $6.49B in BOND holdings during the latest filing period.
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 $361.02M, representing an estimated loss of -1.72% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 38% 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
533
Total Reported Value
$6.49B
Largest Holder
Morgan Stanley
Largest Position
$367.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
Funds Exiting Positions
1
| 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 | $361,015,128 | -$6,334,459 | -1.72% | |
| Lpl Financial Llc | 0.08% | 3,827,606 | $352,943,535 | $346,857,656 | -$6,085,879 | -1.72% | |
| Cwm, Llc | 0.91% | 3,741,411 | $345,257,427 | $339,046,665 | -$6,210,762 | -1.80% | |
| Envestnet Asset Management Inc | 0.06% | 2,871,675 | $264,797,139 | $260,231,189 | -$4,565,951 | -1.72% | |
| Raymond James Financial Inc | 0.07% | 2,787,919 | $257,073,968 | $252,641,220 | -$4,432,748 | -1.72% | |
| Wells Fargo & Company/Mn | 0.04% | 2,249,290 | $207,407,067 | $203,830,660 | -$3,576,407 | -1.72% | |
| Bank Of America Corp | 0.01% | 1,839,221 | $169,594,546 | $166,670,207 | -$2,924,339 | -1.72% | |
| Onedigital Investment Advisors Llc | 1.43% | 1,835,711 | $169,270,931 | $166,352,131 | -$2,918,800 | -1.72% | |
| Osaic Holdings, Inc. | 0.19% | 1,796,810 | $165,694,890 | $162,826,922 | -$2,867,968 | -1.73% | |
| Tectonic Advisors Llc | 7.40% | 1,670,377 | $154,025,473 | $151,369,564 | -$2,655,909 | -1.72% | |
| Newedge Advisors, Llc | 0.40% | 1,474,136 | $135,930,033 | $133,586,204 | -$2,343,829 | -1.72% | |
| Koss-Olinger Consulting, Llc | 9.57% | 1,347,216 | $124,226,766 | $122,084,714 | -$2,142,052 | -1.72% | |
| Waverly Advisors, Llc | 0.71% | 1,332,448 | $122,865,052 | $120,746,438 | -$2,118,614 | -1.72% | |
| Cetera Investment Advisers | 0.11% | 1,293,060 | $119,233,072 | $117,177,097 | -$2,055,975 | -1.72% | |
| Sand Hill Global Advisors, Llc | 3.45% | 1,243,907 | $114,700,628 | $112,722,852 | -$1,977,776 | -1.72% | |
| Jpmorgan Chase & Co | 0.01% | 1,168,467 | $108,235,145 | $105,886,480 | -$2,348,665 | -2.17% | |
| Heirloom Wealth Management | 15.45% | 1,156,313 | $106,623,664 | $104,785,084 | -$1,838,580 | -1.72% | |
| Great Valley Advisor Group, Inc. | 1.44% | 991,278 | $91,405,511 | $89,829,612 | -$1,575,899 | -1.72% | |
| Ubs Group Ag | 0.01% | 946,854 | $87,309,408 | $85,803,909 | -$1,505,499 | -1.72% | |
| Creativeone Wealth, Llc | 1.80% | 905,609 | $83,506,171 | $82,066,288 | -$1,439,883 | -1.72% | |
| Gotham Asset Management, Llc | 0.17% | 798,729 | $73,650,801 | $72,380,822 | -$1,269,979 | -1.72% | |
| Royal Bank Of Canada | 0.01% | 654,022 | $60,308,000 | $59,267,474 | -$1,040,526 | -1.73% | |
| Buck Wealth Strategies, Llc | 6.28% | 651,556 | $60,080,013 | $59,044,005 | -$1,036,008 | -1.72% | |
| Vickerman Investment Advisors, Inc. | 11.46% | 639,932 | $59,008,145 | $57,990,638 | -$1,017,507 | -1.72% | |
| Concurrent Investment Advisors, Llc | 0.47% | 602,397 | $55,547,028 | $54,589,216 | -$957,812 | -1.72% | |
| Fsm Wealth Advisors, Llc | 5.77% | 583,033 | $53,761,456 | $52,834,450 | -$927,006 | -1.72% | |
| Advocacy Wealth Management, Llc | 1.91% | 569,047 | $52,471,824 | $51,567,039 | -$904,785 | -1.72% | |
| Stifel Financial Corp | 0.04% | 566,667 | $52,252,269 | $51,351,364 | -$900,905 | -1.72% | |
| Evolve Private Wealth, Llc | 3.12% | 553,056 | $50,997,290 | $50,117,935 | -$879,355 | -1.72% | |
| Bouchey Financial Group Ltd | 3.25% | 545,883 | $50,335,872 | $49,467,917 | -$867,955 | -1.72% | |
| Hightower Advisors, Llc | 0.04% | 478,289 | $44,103,039 | $43,342,549 | -$760,490 | -1.72% | |
| Captrust Financial Advisors | 0.07% | 471,968 | $43,520,159 | $42,769,740 | -$750,419 | -1.72% | |
| Rfg Advisory, Llc | 0.66% | 455,902 | $42,038,768 | $41,313,839 | -$724,929 | -1.72% | |
| Hudson Capital Management Llc | 9.87% | 442,761 | $40,827,005 | $40,123,002 | -$704,003 | -1.72% | |
| Cooper Financial Group | 3.31% | 433,100 | $39,936,117 | $39,247,522 | -$688,595 | -1.72% | |
| Eclectic Associates Inc | 4.31% | 410,428 | $37,846,023 | $37,192,985 | -$653,038 | -1.73% | |
| Mariner, Llc | 0.04% | 407,558 | $37,580,919 | $36,932,906 | -$648,013 | -1.72% | |
| Bnp Paribas Financial Markets | 0.02% | 383,537 | $35,365,947 | $34,756,123 | -$609,824 | -1.72% | |
| Commonwealth Equity Services, Llc | 0.04% | 375,064 | $34,584,691 | $33,988,300 | -$596,391 | -1.72% | |
| Christian Investment Advisors, Inc. | 20.33% | 373,981 | $34,484,806 | $33,890,158 | -$594,648 | -1.72% | |
| Jones Financial Companies Lllp | 0.01% | 365,565 | $33,833,023 | $33,127,500 | -$705,523 | -2.09% | |
| Kestra Advisory Services, Llc | 0.10% | 345,148 | $31,826,116 | $31,277,312 | -$548,804 | -1.72% | |
| O'Connor Financial Group Llc | 10.82% | 331,895 | $30,604,037 | $30,076,325 | -$527,712 | -1.72% | |
| Legacy Private Trust Co. | 1.70% | 330,525 | $30,477,709 | $29,952,176 | -$525,534 | -1.72% | |
| Truist Financial Corp | 0.04% | 319,915 | $29,499,408 | $28,990,697 | -$508,711 | -1.72% | |
| Goldstein Advisors, Llc | 2.67% | 316,893 | $29,220,704 | $28,716,844 | -$503,860 | -1.72% | |
| Wealth Enhancement Advisory Services, Llc | 0.05% | 318,668 | $29,091,169 | $28,877,694 | -$213,475 | -0.73% | |
| Private Advisor Group, Llc | 0.13% | 310,214 | $28,604,853 | $28,111,593 | -$493,260 | -1.72% | |
| Cornerstone Wealth Management, Llc | 1.23% | 309,271 | $28,517,849 | $28,026,138 | -$491,711 | -1.72% | |
| First Commonwealth Financial Corp | 3.80% | 294,771 | $27,180,834 | $26,712,148 | -$468,686 | -1.72% |
Frequently asked questions about BOND
Who owns the most BOND stock?
The largest holders of BOND are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PIMCO ACTIVE BOND EXCHANGE-T (BOND).
Is BOND widely held by superinvestors?
Many widely followed stocks like BOND appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BOND is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.