Public ownership evidence

PIMCO Active Bond Exchange-Traded Fund (BOND) Ownership Disclosures

Read BOND insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

PIMCO Active Bond Exchange-Traded Fund: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
123,046
Value (USD)
$11,378,037
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read BOND fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read BOND fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-29123,046$11,378,037None
Corient Private Wealth LP2026-06-302026-08-2819,194$1,769,913None
AFFINITY WEALTH LLC2025-06-302026-08-273$277None
Legacy Edge Advisors, LLC2025-09-302026-08-273,534$329,899None
Dakota Wealth Management2025-12-312026-08-277,327$681,966None
Advus Financial Partners, LLC2026-06-302026-08-2652,893$4,877,273None
Advus Financial Partners, LLC2026-03-312026-08-2645,439$4,193,149None
Advus Financial Partners, LLC2025-12-312026-08-2616,175$1,505,557None
Advus Financial Partners, LLC2025-09-302026-08-266,035$563,382None
Advus Financial Partners, LLC2025-06-302026-08-267,131$657,350None
Advus Financial Partners, LLC2025-03-312026-08-262,766$255,739None
Advus Financial Partners, LLC2024-12-312026-08-263,173$286,888None
Advus Financial Partners, LLC2024-09-302026-08-263,142$297,283None
Advus Financial Partners, LLC2024-06-302026-08-263,083$280,785None
Advus Financial Partners, LLC2024-03-312026-08-263,304$303,534None
Advus Financial Partners, LLC2023-12-312026-08-263,350$309,686None
Advus Financial Partners, LLC2023-09-302026-08-269,046$795,112None
Advus Financial Partners, LLC2023-06-302026-08-269,467$867,384None
Advus Financial Partners, LLC2023-03-312026-08-269,439$875,547None
Advus Financial Partners, LLC2022-12-312026-08-2675,543$6,835,094None
Advus Financial Partners, LLC2022-09-302026-08-263,561$319,478None
Advus Financial Partners, LLC2022-06-302026-08-263,536$336,821None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-263,001$276,740None
Rehmann Capital Advisory Group2026-06-302026-08-2112,542$1,156,571None
Bullock Wealth Management Group2026-06-302026-08-20177$16,220None
Kingsview Wealth Management, LLC2026-06-302026-08-2020,992$1,935,706None
Archer Investment Corp2026-06-302026-08-20206$18,995None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20275,358$25,390,736None
Beacon Pointe Advisors, LLC2026-06-302026-08-1950,862$4,689,981None
Nest Investments, LLC2026-03-312026-08-19164,245$15,156,562None
Nest Investments, LLC2025-12-312026-08-19146,684$13,653,310None
Denver PWM, LLC2026-06-302026-08-1954,023$4,895,564None
Legacy Edge Advisors, LLC2025-06-302026-08-183,664$337,748None
Legacy Edge Advisors, LLC2025-03-312026-08-183,578$330,858None
Legacy Edge Advisors, LLC2024-09-302026-08-184,094$387,333None
Legacy Edge Advisors, LLC2024-06-302026-08-184,364$397,473None
Legacy Edge Advisors, LLC2024-03-312026-08-1812,662$1,163,131None
Legacy Edge Advisors, LLC2024-12-312026-08-184,094$372,186None
Legacy Edge Advisors, LLC2023-12-312026-08-1833,518$3,098,696None
Corient Private Wealth LP2026-06-302026-08-1819,195$1,769,913None
Asset Allocation Strategies LLC2026-06-302026-08-18106,841$9,851,808None
FSA Advisors, Inc.2026-06-302026-08-184,948$456,290None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1828,593$2,634,282None
BRASADA CAPITAL MANAGEMENT, LP2026-06-302026-08-185,546$511,397None
Equitable Holdings, Inc.2026-06-302026-08-18120,627$11,164,029None
Equitable Holdings, Inc.2026-06-302026-08-1821,355$1,969,122None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-183,256$300,000None
Womack Financial LLC2026-06-302026-08-1532,775$3,022,183None
Hopwood Nicholas Hunter2026-06-302026-08-15160,276$14,779,064None
Hopwood Nicholas Hunter2026-03-312026-08-15139,940$12,913,653None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗AFFINITY WEALTH LLC ↗Legacy Edge Advisors, LLC ↗Dakota Wealth Management ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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