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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 3,762,269 | $347M | 6.4% | 2026-Q1 |
| CWM, LLC trimmed | 3,741,411 | $345M | 6.3% | 2026-Q1 |
| LPL Financial LLC added | 3,420,959 | $316M | 5.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,614,444 | $241M | 4.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,233,642 | $206M | 3.8% | 2026-Q1 |
| AE Wealth Management LLC added | 1,892,589 | $175M | 3.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,793,866 | $166M | 3.0% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 1,750,925 | $162M | 3.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,698,166 | $157M | 2.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,625,567 | $150M | 2.8% | 2026-Q1 |
| TECTONIC ADVISORS LLC added | 1,623,692 | $150M | 2.8% | 2026-Q1 |
| Koss-Olinger Consulting, LLC trimmed | 1,266,570 | $117M | 2.1% | 2026-Q1 |
| Cetera Investment Advisers added | 1,113,996 | $103M | 1.9% | 2026-Q1 |
| Sand Hill Global Advisors, LLC added | 1,065,087 | $98M | 1.8% | 2026-Q1 |
| Waverly Advisors, LLC added | 1,022,276 | $94M | 1.7% | 2026-Q1 |
| Heirloom Wealth Management added | 1,019,618 | $94M | 1.7% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 956,087 | $88M | 1.6% | 2026-Q1 |
| UBS Group AG added | 911,703 | $84M | 1.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 893,415 | $82M | 1.5% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 835,724 | $77M | 1.4% | 2026-Q1 |
| Vickerman Investment Advisors, Inc. trimmed | 738,218 | $68M | 1.3% | 2026-Q1 |
| Gotham Asset Management, LLC added | 643,160 | $59M | 1.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 641,859 | $59M | 1.1% | 2026-Q1 |
| Buck Wealth Strategies, LLC added | 628,413 | $58M | 1.1% | 2026-Q1 |
| PRUDENT INVESTORS NETWORK, INC. added | 608,209 | $56M | 1.0% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 566,907 | $52M | 1.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 553,686 | $51M | 0.9% | 2026-Q1 |
| Advocacy Wealth Management, LLC added | 545,719 | $50M | 0.9% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 540,783 | $50M | 0.9% | 2026-Q1 |
| FSM Wealth Advisors, LLC added | 537,942 | $50M | 0.9% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC added | 526,533 | $49M | 0.9% | 2026-Q1 |
| Mariner, LLC added | 502,485 | $46M | 0.9% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 492,905 | $45M | 0.8% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 478,511 | $44M | 0.8% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 445,049 | $41M | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC added | 441,013 | $41M | 0.7% | 2026-Q1 |
| Hudson Capital Management LLC added | 428,534 | $40M | 0.7% | 2026-Q1 |
| Cooper Financial Group added | 396,395 | $37M | 0.7% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 380,841 | $35M | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 372,845 | $34M | 0.6% | 2026-Q1 |
| Christian Investment Advisors, Inc. added | 345,997 | $32M | 0.6% | 2026-Q1 |
| ECLECTIC ASSOCIATES INC /ADV added | 346,903 | $32M | 0.6% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 318,700 | $29M | 0.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 309,290 | $29M | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 297,527 | $27M | 0.5% | 2026-Q1 |
| Legacy Private Trust Co. trimmed | 293,994 | $27M | 0.5% | 2026-Q1 |
| Flaharty Asset Management, LLC added | 288,621 | $27M | 0.5% | 2026-Q1 |
| RFG Advisory, LLC added | 282,970 | $26M | 0.5% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 281,894 | $26M | 0.5% | 2026-Q1 |
| Goldstein Advisors, LLC added | 281,501 | $26M | 0.5% | 2026-Q1 |
| Southland Equity Partners LLC trimmed | 273,026 | $25M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 269,954 | $25M | 0.5% | 2026-Q1 |
| Stadion Money Management, LLC trimmed | 263,848 | $24M | 0.4% | 2026-Q1 |
| Kelman-Lazarov, Inc. added | 262,289 | $24M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 260,671 | $24M | 0.4% | 2026-Q1 |
| VALLEY NATIONAL ADVISERS INC added | 258,144 | $24M | 0.4% | 2026-Q1 |
| Berger Financial Group, Inc added | 240,823 | $22M | 0.4% | 2026-Q1 |
| First Commonwealth Financial Corp /PA/ added | 239,201 | $22M | 0.4% | 2026-Q1 |
| Bouvel Investment Partners, LLC added | 238,621 | $22M | 0.4% | 2026-Q1 |
| O'Connor Financial Group LLC trimmed | 235,894 | $22M | 0.4% | 2026-Q1 |
| NOVEM GROUP added | 233,987 | $22M | 0.4% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 218,818 | $20M | 0.4% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 210,351 | $19M | 0.4% | 2026-Q1 |
| Ocean Park Asset Management, LLC | 204,100 | $19M | 0.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 202,176 | $19M | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 201,455 | $19M | 0.3% | 2026-Q1 |
| Atria Investments, Inc added | 195,474 | $18M | 0.3% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 194,918 | $18M | 0.3% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 194,553 | $18M | 0.3% | 2026-Q1 |
| Crestmont Private Wealth LLC added | 192,337 | $18M | 0.3% | 2026-Q1 |
| Lynch Investment Planning, LLC added | 192,244 | $18M | 0.3% | 2026-Q1 |
| Addison Capital Co added | 184,929 | $17M | 0.3% | 2026-Q1 |
| Hutchens & Kramer Investment Management Group, LLC added | 176,533 | $16M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 176,350 | $16M | 0.3% | 2026-Q1 |
| Wayfinding Financial, LLC trimmed | 165,917 | $15M | 0.3% | 2026-Q1 |
| Bleakley Financial Group, LLC trimmed | 163,618 | $15M | 0.3% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 161,614 | $15M | 0.3% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 161,029 | $15M | 0.3% | 2026-Q1 |
| Horizon Investments, LLC added | 161,549 | $15M | 0.3% | 2026-Q1 |
| McGrath & Associates, Inc. added | 159,687 | $15M | 0.3% | 2026-Q1 |
| Mullooly Asset Management, Inc. added | 152,271 | $14M | 0.3% | 2026-Q1 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC added | 149,746 | $14M | 0.3% | 2026-Q1 |
| KWMG, LLC added | 149,441 | $14M | 0.3% | 2026-Q1 |
| Stratos Wealth Advisors, LLC added | 144,944 | $13M | 0.2% | 2026-Q1 |
| VICUS CAPITAL added | 144,662 | $13M | 0.2% | 2026-Q1 |
| ACIMA PRIVATE WEALTH, LLC added | 142,364 | $13M | 0.2% | 2026-Q1 |
| PAX Financial Group, LLC added | 141,683 | $13M | 0.2% | 2026-Q1 |
| Vavra Capital Management, LLC added | 140,103 | $13M | 0.2% | 2026-Q1 |
| Sheridan Capital Management, LLC added | 136,024 | $13M | 0.2% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 134,601 | $12M | 0.2% | 2026-Q1 |
| Clearstead Advisors, LLC added | 130,209 | $12M | 0.2% | 2026-Q1 |
| Capital Analysts, LLC added | 127,455 | $12M | 0.2% | 2026-Q1 |
| One Capital Management, LLC added | 126,136 | $12M | 0.2% | 2026-Q1 |
| TD Capital Management LLC added | 126,066 | $12M | 0.2% | 2026-Q1 |
| GOULD ASSET MANAGEMENT LLC /CA/ added | 125,987 | $12M | 0.2% | 2026-Q1 |
| GeoWealth Management, LLC trimmed | 123,374 | $11M | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 117,731 | $11M | 0.2% | 2026-Q1 |
| NewEdge Advisors, LLC added | 1,055,291 | $98M | 1.8% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 317,898 | $29M | 0.5% | 2025-Q2 stale |
| Alpha Cubed Investments, LLC added | 239,469 | $22M | 0.4% | 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.
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.