Who owns BOND
Which tracked institutional funds hold BOND, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BOND company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
168 tracked funds added or opened BOND while 62 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BOND’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.9% of theirs — a 0.8pp gap the other way — the median holder sizes BOND more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BOND divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 520 tracked filers holding BOND, 332 increased or opened the position and 198 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BOND between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 22
- NewEdge Advisors, LLC$136M
- Bouchey Financial Group, Ltd.$50M
- Modern Wealth Management, LLC$25M
- MBM WEALTH CONSULTANTS, LLC$13M
- Wealthspire Advisors, LLC$11M
- Global Retirement Partners, LLC$7M
Full exits 28
- CWM, LLC$345M
- Thrivent Financial for Lutherans$45M
- HighTower Advisors, LLC$41M
- JANE STREET GROUP, LLC$34M
- Wayfinding Financial, LLC$15M
- Capital Analysts, LLC$12M
Largest adds
- RAYMOND JAMES FINANCIAL INC$92M
- LPL Financial LLC$37M
- Waverly Advisors, LLC$29M
- JPMORGAN CHASE & CO$26M
- ENVESTNET ASSET MANAGEMENT INC$24M
- MORGAN STANLEY$20M
Largest trims
- PRUDENT INVESTORS NETWORK, INC.$44M
- Flaharty Asset Management, LLC$24M
- COMMONWEALTH EQUITY SERVICES, LLC$17M
- MERCER GLOBAL ADVISORS INC /ADV$16M
- Vickerman Investment Advisors, Inc.$9M
- Mariner, LLC$9M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 3,983,835 | $367M | 6.7% | 2026-Q2 |
| LPL Financial LLC added | 3,827,606 | $353M | 6.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,871,675 | $265M | 4.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,787,919 | $257M | 4.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,249,290 | $207M | 3.8% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 1,843,273 | $170M | 3.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,839,221 | $170M | 3.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 1,835,711 | $169M | 3.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,796,810 | $166M | 3.0% | 2026-Q2 |
| TECTONIC ADVISORS LLC added | 1,670,377 | $154M | 2.8% | 2026-Q2 |
| NewEdge Advisors, LLC added | 1,474,136 | $136M | 2.5% | 2026-Q2 |
| Koss-Olinger Consulting, LLC added | 1,347,216 | $124M | 2.3% | 2026-Q2 |
| Waverly Advisors, LLC added | 1,332,448 | $123M | 2.3% | 2026-Q2 |
| Cetera Investment Advisers added | 1,293,060 | $119M | 2.2% | 2026-Q2 |
| Sand Hill Global Advisors, LLC added | 1,243,907 | $115M | 2.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,168,467 | $108M | 2.0% | 2026-Q2 |
| Heirloom Wealth Management added | 1,156,313 | $107M | 2.0% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 991,278 | $91M | 1.7% | 2026-Q2 |
| UBS Group AG added | 946,854 | $87M | 1.6% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 905,609 | $84M | 1.5% | 2026-Q2 |
| Gotham Asset Management, LLC added | 798,729 | $74M | 1.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 654,022 | $60M | 1.1% | 2026-Q2 |
| Buck Wealth Strategies, LLC added | 651,556 | $60M | 1.1% | 2026-Q2 |
| Vickerman Investment Advisors, Inc. trimmed | 639,932 | $59M | 1.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 602,397 | $56M | 1.0% | 2026-Q2 |
| FSM Wealth Advisors, LLC added | 583,033 | $54M | 1.0% | 2026-Q2 |
| Advocacy Wealth Management, LLC added | 569,047 | $52M | 1.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 566,667 | $52M | 1.0% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC added | 553,056 | $51M | 0.9% | 2026-Q2 |
| Bouchey Financial Group, Ltd. new | 545,883 | $50M | 0.9% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 471,968 | $44M | 0.8% | 2026-Q2 |
| RFG Advisory, LLC added | 455,902 | $42M | 0.8% | 2026-Q2 |
| Hudson Capital Management LLC added | 442,761 | $41M | 0.7% | 2026-Q2 |
| Cooper Financial Group added | 433,100 | $40M | 0.7% | 2026-Q2 |
| ECLECTIC ASSOCIATES INC /ADV added | 410,428 | $38M | 0.7% | 2026-Q2 |
| Mariner, LLC trimmed | 407,558 | $38M | 0.7% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 383,537 | $35M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 375,064 | $35M | 0.6% | 2026-Q2 |
| Christian Investment Advisors, Inc. added | 373,981 | $34M | 0.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 365,565 | $34M | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 345,148 | $32M | 0.6% | 2026-Q2 |
| O'Connor Financial Group LLC added | 331,895 | $31M | 0.6% | 2026-Q2 |
| Legacy Private Trust Co. added | 330,525 | $30M | 0.6% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 319,915 | $29M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 318,668 | $29M | 0.5% | 2026-Q2 |
| Goldstein Advisors, LLC added | 316,893 | $29M | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC added | 310,214 | $29M | 0.5% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 309,271 | $29M | 0.5% | 2026-Q2 |
| First Commonwealth Financial Corp /PA/ added | 294,771 | $27M | 0.5% | 2026-Q2 |
| VALLEY NATIONAL ADVISERS INC added | 275,604 | $25M | 0.5% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 275,358 | $25M | 0.5% | 2026-Q2 |
| Modern Wealth Management, LLC new | 273,591 | $25M | 0.5% | 2026-Q2 |
| Southland Equity Partners LLC trimmed | 270,271 | $25M | 0.5% | 2026-Q2 |
| Stadion Money Management, LLC added | 269,366 | $25M | 0.5% | 2026-Q2 |
| Kelman-Lazarov, Inc. added | 266,083 | $25M | 0.5% | 2026-Q2 |
| NOVEM GROUP added | 245,552 | $23M | 0.4% | 2026-Q2 |
| Berger Financial Group, Inc trimmed | 239,458 | $22M | 0.4% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 238,153 | $22M | 0.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 232,879 | $21M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 229,015 | $21M | 0.4% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 226,821 | $21M | 0.4% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 224,828 | $21M | 0.4% | 2026-Q2 |
| Crestmont Private Wealth LLC added | 222,787 | $21M | 0.4% | 2026-Q2 |
| Lynch Investment Planning, LLC added | 210,964 | $19M | 0.4% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 206,864 | $19M | 0.4% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 205,161 | $19M | 0.3% | 2026-Q2 |
| Ocean Park Asset Management, LLC | 204,100 | $19M | 0.3% | 2026-Q2 |
| Atria Investments, Inc added | 198,667 | $18M | 0.3% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 196,718 | $18M | 0.3% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 195,617 | $18M | 0.3% | 2026-Q2 |
| Addison Capital Co added | 190,661 | $18M | 0.3% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 179,754 | $17M | 0.3% | 2026-Q2 |
| McGrath & Associates, Inc. added | 176,003 | $16M | 0.3% | 2026-Q2 |
| Nest Investments, LLC added | 170,171 | $16M | 0.3% | 2026-Q2 |
| Mullooly Asset Management, Inc. added | 167,343 | $15M | 0.3% | 2026-Q2 |
| Bouvel Investment Partners, LLC trimmed | 163,263 | $15M | 0.3% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 161,457 | $15M | 0.3% | 2026-Q2 |
| Hopwood Nicholas Hunter added | 160,276 | $15M | 0.3% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 159,697 | $15M | 0.3% | 2026-Q2 |
| Bleakley Financial Group, LLC trimmed | 157,929 | $15M | 0.3% | 2026-Q2 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC added | 157,391 | $15M | 0.3% | 2026-Q2 |
| KWMG, LLC added | 157,067 | $14M | 0.3% | 2026-Q2 |
| PAX Financial Group, LLC added | 155,402 | $14M | 0.3% | 2026-Q2 |
| TD Capital Management LLC added | 153,482 | $14M | 0.3% | 2026-Q2 |
| ACIMA PRIVATE WEALTH, LLC added | 148,379 | $14M | 0.3% | 2026-Q2 |
| VICUS CAPITAL added | 145,091 | $13M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 141,982 | $13M | 0.2% | 2026-Q2 |
| MBM WEALTH CONSULTANTS, LLC new | 140,381 | $13M | 0.2% | 2026-Q2 |
| Vavra Capital Management, LLC added | 140,315 | $13M | 0.2% | 2026-Q2 |
| Clearstead Advisors, LLC added | 138,203 | $13M | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 135,601 | $13M | 0.2% | 2026-Q2 |
| Sheridan Capital Management, LLC trimmed | 135,205 | $12M | 0.2% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 132,988 | $12M | 0.2% | 2026-Q2 |
| GOULD ASSET MANAGEMENT LLC /CA/ added | 130,793 | $12M | 0.2% | 2026-Q2 |
| Affiance Financial, LLC added | 126,883 | $12M | 0.2% | 2026-Q2 |
| PRUDENT INVESTORS NETWORK, INC. trimmed | 126,871 | $12M | 0.2% | 2026-Q2 |
| One Capital Management, LLC | 126,136 | $12M | 0.2% | 2026-Q2 |
| Hutchens & Kramer Investment Management Group, LLC trimmed | 125,252 | $12M | 0.2% | 2026-Q2 |
| GeoWealth Management, LLC added | 123,642 | $11M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 122,183 | $11M | 0.2% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.