BOND
ETF

PIMCO Active Bond Exchange-Traded Fund

ACTIVE BD ETF As of Jun 30, 2026 CUSIP 72201R775
Institutional Holders
542
Total Held Value
$6.45B
Total Exact Shares
70.84M
Largest Holder
Morgan Stanley
3.98M shares • $367.3M
Reported Holders542
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 Morgan Stanley $367.3M <0.1% +5.9% 3.98M Jun 30, 2026
2 LPL Financial $352.9M 0.1% +11.9% 3.83M Jun 30, 2026
3 Envestnet Asset Management $264.8M 0.1% +9.8% 2.87M Jun 30, 2026
4 Raymond James Financial $257.1M 0.1% +55.4% 2.79M Jun 30, 2026
5 Wells Fargo $207.4M <0.1% +0.7% 2.25M Jun 30, 2026
6 AE Wealth Management $170.0M 0.8% -2.6% 1.84M Jun 30, 2026
7 Bank of America $169.6M <0.1% +13.1% 1.84M Jun 30, 2026
8 OneDigital Investment Advisors $169.3M 1.4% +4.8% 1.84M Jun 30, 2026
9 Osaic Holdings $165.7M 0.2% +5.8% 1.80M Jun 30, 2026
10 Tectonic Advisors
Filing dated Sep 30, 2026
 $150.0M 6.9% +3.2% 1.72M Sep 30, 2026
11 NewEdge Advisors $135.9M 0.4% +10.3% 1.47M Jun 30, 2026
12 Koss-Olinger Consulting $124.2M 9.6% +6.4% 1.35M Jun 30, 2026
13 Waverly Advisors $122.9M 0.7% +30.3% 1.33M Jun 30, 2026
14 Cetera Investment Advisers $119.2M 0.1% +16.1% 1.29M Jun 30, 2026
15 Sand Hill Global Advisors $114.7M 3.5% +16.8% 1.24M Jun 30, 2026
16 JPMorgan Chase $108.2M <0.1% +30.8% 1.17M Jun 30, 2026
17 Heirloom Wealth Management
Filing dated Sep 30, 2026
 $102.7M 13.3% +2.1% 1.18M Sep 30, 2026
18 Great Valley Advisor Group $91.4M 1.4% +3.7% 991.3K Jun 30, 2026
19 UBS Group $87.3M <0.1% +3.9% 946.9K Jun 30, 2026
20 CreativeOne Wealth $83.5M 1.8% +8.4% 905.6K Jun 30, 2026
Exited in Latest Filing34
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.