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Security record · archived quarter

BOND

PIMCO Active Bond Exchange-Traded Fund · Financial Services · Asset Management - Bonds

88.69 +1.0% mkt cap $8.63B quote delayed (FMP) · as of Oct 22 20:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
51Tracked holders
+3Δ holders
30.88MShares held
$2.85BReported value
+4New positions
−1Exits
Strongly Rising Conviction score 62/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +6.2% · share flow +15.9% · net new positions +5.9% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 2 0 555.93K $48.32M n/a −1
Q2 2026 50 +1 28.99M $2.67B +3 −3
Q1 2026 51 +3 30.88M $2.85B +4 −1
Q4 2025 48 -1 26.65M $2.48B n/a −1
Q3 2025 6 +1 4.59M $428.26M +1 n/a
Q2 2025 3 -1 148.66K $13.70M n/a −1
Q1 2025 4 0 201.97K $18.68M +1 −1
Q4 2024 4 +1 149.06K $13.48M +2 −1
Q3 2024 3 +2 29.56K $2.80M +2 n/a
Q2 2024 1 n/a 10.14K $923,933 n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 3.76M +11.3% $347.18M 0.0% ▲ Add 3 SEC ↗ ×3
2 Cwm, Llc 3.74M -9.8% $345.26M 0.9% ▼ Trim 2 SEC ↗
3 LPL Financial LLC 3.42M +18.1% $315.69M 0.1% ▲ Add 2 SEC ↗
4 Envestnet Asset Management Inc 2.61M +24.5% $241.26M 0.1% ▲ Add 2 SEC ↗
5 Wells Fargo & Company/Mn 2.23M +12.6% $206.12M 0.0% ▲ Add 2 SEC ↗ ×3
6 Raymond James Financial Inc 1.79M +76.4% $165.54M 0.1% ▲ Add 2 SEC ↗ ×3
7 Osaic Holdings, Inc. 1.70M +2.8% $156.52M 0.2% ▲ Add 2 SEC ↗ ×4
8 Bank Of America Corp /De/ 1.63M +11.8% $150.01M 0.0% ▲ Add 2 SEC ↗ ×4
9 Cetera Investment Advisers 1.11M +18.0% $102.80M 0.1% ▲ Add 2 SEC ↗
10 UBS Group AG 911.70K +2.5% $84.13M 0.0% ▲ Add 2 SEC ↗ ×3
11 JPMorgan Chase ✦ 893.41K +16.6% $82.24M 0.0% ▲ Add 3 SEC ↗ ×4
12 Gotham Asset Management ✦ 643.16K +180.9% $59.35M 0.2% ▲ Add 6 SEC ↗
13 Royal Bank Of Canada 641.86K +1.1% $59.23M 0.0% ▲ Add 2 SEC ↗ ×6
14 Commonwealth Equity Services, Llc 553.69K -12.8% $51.09M 0.1% ▼ Trim 2 SEC ↗
15 Captrust Financial Advisors 540.78K +134.8% $49.90M 0.1% ▲ Add 2 SEC ↗
16 Mariner, LLC 502.49K +139.9% $46.37M 0.1% ▲ Add 2 SEC ↗ ×2
17 Stifel Financial Corp 478.51K +7.2% $44.16M 0.0% ▲ Add 2 SEC ↗ ×3
18 Mercer Global Advisors Inc /Adv 445.05K -2.9% $41.07M 0.1% ▼ Trim 2 SEC ↗
19 HighTower Advisors, LLC 441.01K +5.3% $40.70M 0.0% ▲ Add 2 SEC ↗
20 Bnp Paribas Financial Markets 380.84K +0.1% $35.14M 0.0% ▲ Add 2 SEC ↗
21 Jane Street Group, Llc 372.85K New $34.41M 0.0% New 1 SEC ↗
22 Truist Financial Corp 318.70K +119.8% $29.41M 0.0% ▲ Add 2 SEC ↗
23 Wealth Enhancement Advisory… 309.29K -36.1% $28.53M 0.1% ▼ Trim 2 SEC ↗
24 Jones Financial Companies Lllp 260.67K +62.1% $23.87M 0.0% ▲ Add 2 SEC ↗
25 Pnc Financial Services Group, Inc. 218.82K +7.6% $20.19M 0.0% ▲ Add 2 SEC ↗ ×4
26 Northwestern Mutual Wealth… 201.46K +60.1% $18.59M 0.0% ▲ Add 2 SEC ↗
27 Mml Investors Services, Llc 176.35K -8.8% $16.27M 0.0% ▼ Trim 2 SEC ↗
28 Citadel Advisors ✦ 68.36K New $6.31M 0.0% New 1 SEC ↗
29 Bank of New York Mellon Corp 56.92K +43.8% $5.25M 0.0% ▲ Add 2 SEC ↗ ×2
30 Focus Partners Wealth 48.61K -1.7% $4.61M 0.0% ▼ Trim 2 SEC ↗
31 Fifth Third Bancorp 48.83K New $4.51M 0.0% New 1 SEC ↗
32 Bank Of Montreal /Can/ 44.94K -1.4% $4.15M 0.0% ▼ Trim 2 SEC ↗ ×3
33 Baird Financial Group, Inc. 44.09K -2.9% $4.07M 0.0% ▼ Trim 2 SEC ↗
34 Cibc World Market Inc. 43.64K -1.2% $4.03M 0.0% ▼ Trim 2 SEC ↗
35 Cerity Partners LLC 37.75K +696.4% $3.48M 0.0% ▲ Add 2 SEC ↗
36 Creative Planning 27.33K +2.6% $2.52M 0.0% ▲ Add 2 SEC ↗
37 Citigroup Inc 24.39K +13.4% $2.25M 0.0% ▲ Add 2 SEC ↗
38 TD Waterhouse Canada Inc. 24.29K +10.0% $2.23M 0.0% ▲ Add 2 SEC ↗
39 National Bank Of Canada /Fi/ 22.93K -2.2% $2.12M 0.0% ▼ Trim 2 SEC ↗ ×2
40 AQR Capital Management ✦ 22.45K +99.4% $2.07M 0.0% ▲ Add 8 SEC ↗ ×2
41 Lido Advisors, LLC 20.75K -45.5% $1.91M 0.0% ▼ Trim 2 SEC ↗
42 Corient Private Wealth LP 19.81K -39.4% $1.79M 0.0% ▼ Trim 2 SEC ↗
43 Renaissance Technologies ✦ 8.50K -72.7% $784,380 0.0% ▼ Trim 5 SEC ↗
44 Ameriprise Financial Inc 5.71K +18.6% $527,208 0.0% ▲ Add 2 SEC ↗ ×2
45 CIBC Asset Management Inc 5.03K 0.0% $464,168 0.0% Held 2 SEC ↗
46 Rockefeller Capital Management L.P. 2.98K -56.3% $274,727 0.0% ▼ Trim 2 SEC ↗ ×2
47 Us Bancorp \De\ 1.35K +5.2% $124,299 0.0% ▲ Add 2 SEC ↗ ×2
48 Blair William & Co/Il 1.10K +24.4% $101,600 0.0% ▲ Add 2 SEC ↗
49 Assetmark, Inc 957 -17.6% $88,303 0.0% ▼ Trim 2 SEC ↗
50 Allianz Asset Management GmbH 393 -5.8% $36,266 0.0% ▼ Trim 2 SEC ↗
51 Fidelity (FMR) ✦ 198 New $18,246 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Jane Street Group, Llc $34.41M 0.0%
Citadel Advisors $6.31M 0.0%
Fifth Third Bancorp $4.51M 0.0%
Fidelity (FMR) $18,246 0.0%

Exited

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 519 holders, 65.46M shares, $5.88B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API