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Institutional Ownership · SEC Form 13F

Who owns BOND (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

521
Institutional holders
66,555,133
Shares held (tracked funds)

How the tape is positioned

154 tracked funds added or opened BOND while 66 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 2025-Q4 and 2026-Q1, across 521 tracked filers holding BOND, 321 increased or opened the position and 173 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 2025-Q4 and 2026-Q1 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 27

  • JANE STREET GROUP, LLC$34M
  • Christian Investment Advisors, Inc.$32M
  • One Capital Management, LLC$12M
  • Independent Advisor Alliance$10M
  • Wealth Alliance Advisory Group, LLC$8M
  • CITADEL ADVISORS LLC$6M

Full exits 10

  • NewEdge Advisors, LLC$98M
  • Alpha Cubed Investments, LLC$22M
  • Global Retirement Partners, LLC$7M
  • COMERICA BANK$4M
  • SOL Capital Management CO$3M
  • FLOW TRADERS U.S. LLC$1M

Largest adds

  • RAYMOND JAMES FINANCIAL INC$71M
  • PRUDENT INVESTORS NETWORK, INC.$54M
  • Heirloom Wealth Management$48M
  • LPL Financial LLC$46M
  • ENVESTNET ASSET MANAGEMENT INC$46M
  • Sand Hill Global Advisors, LLC$40M

Largest trims

  • CWM, LLC$41M
  • Sowell Financial Services LLC$24M
  • EXCHANGE TRADED CONCEPTS, LLC$17M
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$17M
  • GREAT VALLEY ADVISOR GROUP, INC.$16M
  • IFG Advisory, LLC$9M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added3,762,269$347M6.4%2026-Q1
CWM, LLC trimmed3,741,411$345M6.3%2026-Q1
LPL Financial LLC added3,420,959$316M5.8%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added2,614,444$241M4.4%2026-Q1
WELLS FARGO & COMPANY/MN added2,233,642$206M3.8%2026-Q1
AE Wealth Management LLC added1,892,589$175M3.2%2026-Q1
RAYMOND JAMES FINANCIAL INC added1,793,866$166M3.0%2026-Q1
OneDigital Investment Advisors LLC added1,750,925$162M3.0%2026-Q1
OSAIC HOLDINGS, INC. added1,698,166$157M2.9%2026-Q1
BANK OF AMERICA CORP /DE/ added1,625,567$150M2.8%2026-Q1
TECTONIC ADVISORS LLC added1,623,692$150M2.8%2026-Q1
Koss-Olinger Consulting, LLC trimmed1,266,570$117M2.1%2026-Q1
Cetera Investment Advisers added1,113,996$103M1.9%2026-Q1
Sand Hill Global Advisors, LLC added1,065,087$98M1.8%2026-Q1
Waverly Advisors, LLC added1,022,276$94M1.7%2026-Q1
Heirloom Wealth Management added1,019,618$94M1.7%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. trimmed956,087$88M1.6%2026-Q1
UBS Group AG added911,703$84M1.5%2026-Q1
JPMORGAN CHASE & CO added893,415$82M1.5%2026-Q1
CreativeOne Wealth, LLC added835,724$77M1.4%2026-Q1
Vickerman Investment Advisors, Inc. trimmed738,218$68M1.3%2026-Q1
Gotham Asset Management, LLC added643,160$59M1.1%2026-Q1
ROYAL BANK OF CANADA added641,859$59M1.1%2026-Q1
Buck Wealth Strategies, LLC added628,413$58M1.1%2026-Q1
PRUDENT INVESTORS NETWORK, INC. added608,209$56M1.0%2026-Q1
Concurrent Investment Advisors, LLC added566,907$52M1.0%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed553,686$51M0.9%2026-Q1
Advocacy Wealth Management, LLC added545,719$50M0.9%2026-Q1
CAPTRUST FINANCIAL ADVISORS added540,783$50M0.9%2026-Q1
FSM Wealth Advisors, LLC added537,942$50M0.9%2026-Q1
EVOLVE PRIVATE WEALTH, LLC added526,533$49M0.9%2026-Q1
Mariner, LLC added502,485$46M0.9%2026-Q1
Thrivent Financial for Lutherans added492,905$45M0.8%2026-Q1
STIFEL FINANCIAL CORP added478,511$44M0.8%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed445,049$41M0.8%2026-Q1
HighTower Advisors, LLC added441,013$41M0.7%2026-Q1
Hudson Capital Management LLC added428,534$40M0.7%2026-Q1
Cooper Financial Group added396,395$37M0.7%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added380,841$35M0.6%2026-Q1
JANE STREET GROUP, LLC added372,845$34M0.6%2026-Q1
Christian Investment Advisors, Inc. added345,997$32M0.6%2026-Q1
ECLECTIC ASSOCIATES INC /ADV added346,903$32M0.6%2026-Q1
TRUIST FINANCIAL CORP added318,700$29M0.5%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed309,290$29M0.5%2026-Q1
Kestra Advisory Services, LLC trimmed297,527$27M0.5%2026-Q1
Legacy Private Trust Co. trimmed293,994$27M0.5%2026-Q1
Flaharty Asset Management, LLC added288,621$27M0.5%2026-Q1
RFG Advisory, LLC added282,970$26M0.5%2026-Q1
Cornerstone Wealth Management, LLC added281,894$26M0.5%2026-Q1
Goldstein Advisors, LLC added281,501$26M0.5%2026-Q1
Southland Equity Partners LLC trimmed273,026$25M0.5%2026-Q1
Private Advisor Group, LLC added269,954$25M0.5%2026-Q1
Stadion Money Management, LLC trimmed263,848$24M0.4%2026-Q1
Kelman-Lazarov, Inc. added262,289$24M0.4%2026-Q1
JONES FINANCIAL COMPANIES LLLP added260,671$24M0.4%2026-Q1
VALLEY NATIONAL ADVISERS INC added258,144$24M0.4%2026-Q1
Berger Financial Group, Inc added240,823$22M0.4%2026-Q1
First Commonwealth Financial Corp /PA/ added239,201$22M0.4%2026-Q1
Bouvel Investment Partners, LLC added238,621$22M0.4%2026-Q1
O'Connor Financial Group LLC trimmed235,894$22M0.4%2026-Q1
NOVEM GROUP added233,987$22M0.4%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added218,818$20M0.4%2026-Q1
EXCHANGE TRADED CONCEPTS, LLC trimmed210,351$19M0.4%2026-Q1
Ocean Park Asset Management, LLC204,100$19M0.3%2026-Q1
Stratos Wealth Partners, LTD. added202,176$19M0.3%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added201,455$19M0.3%2026-Q1
Atria Investments, Inc added195,474$18M0.3%2026-Q1
ELEVATION POINT WEALTH PARTNERS, LLC added194,918$18M0.3%2026-Q1
Vestmark Advisory Solutions, Inc. added194,553$18M0.3%2026-Q1
Crestmont Private Wealth LLC added192,337$18M0.3%2026-Q1
Lynch Investment Planning, LLC added192,244$18M0.3%2026-Q1
Addison Capital Co added184,929$17M0.3%2026-Q1
Hutchens & Kramer Investment Management Group, LLC added176,533$16M0.3%2026-Q1
MML INVESTORS SERVICES, LLC trimmed176,350$16M0.3%2026-Q1
Wayfinding Financial, LLC trimmed165,917$15M0.3%2026-Q1
Bleakley Financial Group, LLC trimmed163,618$15M0.3%2026-Q1
Envestnet Portfolio Solutions, Inc. trimmed161,614$15M0.3%2026-Q1
AdvisorNet Financial, Inc added161,029$15M0.3%2026-Q1
Horizon Investments, LLC added161,549$15M0.3%2026-Q1
McGrath & Associates, Inc. added159,687$15M0.3%2026-Q1
Mullooly Asset Management, Inc. added152,271$14M0.3%2026-Q1
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC added149,746$14M0.3%2026-Q1
KWMG, LLC added149,441$14M0.3%2026-Q1
Stratos Wealth Advisors, LLC added144,944$13M0.2%2026-Q1
VICUS CAPITAL added144,662$13M0.2%2026-Q1
ACIMA PRIVATE WEALTH, LLC added142,364$13M0.2%2026-Q1
PAX Financial Group, LLC added141,683$13M0.2%2026-Q1
Vavra Capital Management, LLC added140,103$13M0.2%2026-Q1
Sheridan Capital Management, LLC added136,024$13M0.2%2026-Q1
SCOTIA CAPITAL INC. added134,601$12M0.2%2026-Q1
Clearstead Advisors, LLC added130,209$12M0.2%2026-Q1
Capital Analysts, LLC added127,455$12M0.2%2026-Q1
One Capital Management, LLC added126,136$12M0.2%2026-Q1
TD Capital Management LLC added126,066$12M0.2%2026-Q1
GOULD ASSET MANAGEMENT LLC /CA/ added125,987$12M0.2%2026-Q1
GeoWealth Management, LLC trimmed123,374$11M0.2%2026-Q1
D.A. DAVIDSON & CO. trimmed117,731$11M0.2%2026-Q1
NewEdge Advisors, LLC added1,055,291$98M1.8%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. added317,898$29M0.5%2025-Q2 stale
Alpha Cubed Investments, LLC added239,469$22M0.4%2025-Q4 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership