As of the latest SEC filings, PIMCO ACTIVE BOND EXCHANGE-TRA (BOND) is held by 9 institutional funds. The largest fund shareholder is Bluemonte Diversified Income ETF (BLUI), holding an estimated $20,027,808.48 in market value, representing 19.65% of its portfolio.
Funds holding PIMCO ACTIVE BOND EXCHANGE-TRA (BOND)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BOND
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
BLUI
Bluemonte Diversified Income ETF
|
ETF | Independent / Boutique | 19.65% | $20,027,808.48 | 216,939 | Apr 30, 2026 | Jun 26, 2026 |
|
SSIRX
Ocean Park Tactical Core Income Fund
|
MF | Independent / Boutique | 1.73% | $18,834,348.00 | 204,100 | Mar 31, 2026 | May 29, 2026 |
|
LOWAX
Ladenburg Growth & Income Fund
|
MF | Independent / Boutique | 10.21% | $18,285,835.68 | 198,156 | Mar 31, 2026 | May 28, 2026 |
|
AIHAX
Horizon Active Income Fund
|
MF | Independent / Boutique | 5.02% | $14,673,821.78 | 155,098 | Feb 28, 2026 | Apr 29, 2026 |
|
LNOAX
Ladenburg Income & Growth Fund
|
MF | Independent / Boutique | 18.11% | $10,509,584.64 | 113,888 | Mar 31, 2026 | May 28, 2026 |
|
LGWCX
Ladenburg Growth Fund
|
MF | Independent / Boutique | 4.00% | $5,360,268.36 | 58,087 | Mar 31, 2026 | May 28, 2026 |
|
XFLX
FundX Flexible ETF
|
ETF | Independent / Boutique | 9.74% | $4,823,475.60 | 52,270 | Mar 31, 2026 | May 29, 2026 |
|
XRLX
FundX Conservative ETF
|
ETF | Independent / Boutique | 4.82% | $2,327,301.60 | 25,220 | Mar 31, 2026 | May 29, 2026 |
|
LNCAX
Ladenburg Income Fund
|
MF | Independent / Boutique | 21.93% | $2,062,365.72 | 22,349 | Mar 31, 2026 | May 28, 2026 |
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