Top 5 Stocks to Buy Now
→ Read this warning immediately (From Porter & Company) (Ad)tc pixel Free WBND Stock Alerts

This company has been marked as potentially delisted and may not be actively trading.

Western Asset Total Return ETF (WBND) Institutional Ownership

Western Asset Total Return ETF logo
Compare

Institutional Ownership Changes (13F Filings) for Western Asset Total Return ETF (NASDAQ:WBND)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$872.03K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$836.01K
Get WBND Insider Trade Alerts

Want to know when executives and insiders are buying or selling Western Asset Total Return ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

WBND Institutional Buying and Selling by Quarter

Western Asset Total Return ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025 Jane Street Group LLC59,503$1.20M0.0%+263.6%11.901%
8/12/2025 JPMorgan Chase & Co.149,360$3.02M0.0%-7.0%29.872%
8/7/2025 Allworth Financial LP162,447$3.29M0.0%-15.6%32.489%
5/19/2025Jane Street Group LLC16,365$328K0.0%-44.0%2.518%
5/15/2025Royal Bank of Canada18,223$366K0.0%-71.1%2.804%
5/14/2025Flow Traders U.S. LLC19,183$385K0.0%-49.6%2.951%
5/7/2025LPL Financial LLC72,556$1.46M0.0%-8.6%11.162%
4/30/2025Allworth Financial LP192,564$3.82M0.0%-8.0%29.625%
2/17/2025Citadel Advisors LLC192,745$3.76M0.0%+124.9%24.093%
2/14/2025Jane Street Group LLC29,225$570K0.0%+26.1%3.653%
2/12/2025JPMorgan Chase & Co.169,970$3.31M0.0%-3.0%21.246%
2/11/2025LPL Financial LLC79,344$1.55M0.0%+2.8%9.918%
1/30/2025Allworth Financial LP209,220$4.11M0.0%-14.8%26.153%
12/26/2024JPMorgan Chase & Co.175,293$3.64M0.0%-44.3%15.243%
11/15/2024Jane Street Group LLC23,172$481K0.0%N/A2.015%
11/14/2024Flow Traders U.S. LLC52,671$1.09M0.1%N/A4.580%
10/30/2024Landmark Wealth Management LLC158,598$3.30M1.4%+1.5%13.791%
10/23/2024Allworth Financial LP245,432$5.10M0.0%+7.8%21.342%
10/16/2024Bill Few Associates Inc.20,885$434K0.2%-3.2%1.816%
9/5/2024Sanctuary Advisors LLC537,076$10.48M0.1%N/A26.854%
8/12/2024Mercer Global Advisors Inc. ADV15,569$310K0.0%-22.4%0.778%
7/26/2024Bank of New York Mellon Corp174,383$3.48M0.0%+22.4%8.719%
5/21/2024Atria Investments Inc232,120$4.68M0.1%+0.5%12.217%
4/24/2024Landmark Wealth Management LLC171,036$3.45M1.6%+5.0%9.002%
2/8/2024Financial Advocates Investment Management35,873$742K0.0%+53.8%1.560%
2/7/2024Cary Street Partners Investment Advisory LLC18,978$392K0.0%+9.5%0.825%
2/5/2024Cary Street Partners Asset Management LLC62,948$1.30M0.2%+80.0%2.737%
1/24/2024Allworth Financial LP215,654$4.46M0.0%+212.4%9.376%
1/22/2024Landmark Wealth Management LLC162,854$3.37M1.7%+3.2%7.081%
1/18/2024Verum Partners LLC10,570$219K0.1%N/A0.460%
11/13/2023Cary Street Partners Investment Advisory LLC17,339$336K0.0%+2,453.6%0.846%
11/13/2023LPL Financial LLC491,434$9.53M0.0%+4.9%23.972%
11/7/2023Atria Investments Inc185,752$3.60M0.1%N/A9.061%
10/31/2023Allworth Financial LP69,042$1.34M0.0%-28.2%3.368%
10/27/2023Financial Advocates Investment Management23,318$452K0.0%N/A1.137%
10/24/2023Bank of New York Mellon Corp87,994$1.71M0.0%+28.9%4.292%
10/20/2023Bill Few Associates Inc.20,428$396K0.2%+32.4%0.996%
10/13/2023Landmark Wealth Management LLC157,753$3.06M1.7%+3.0%8.090%
10/10/2023Arden Trust Co10,718$208K0.0%-78.8%0.550%
8/10/2023Cary Street Partners Asset Management LLC22,927$470K0.1%+63.9%1.239%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
7/31/2023LPL Financial LLC468,407$9.60M0.0%+725.6%25.319%
7/18/2023Allworth Financial LP96,182$1.97M0.0%-0.6%5.199%
7/18/2023Bill Few Associates Inc.15,428$316K0.2%N/A0.834%
7/14/2023Landmark Wealth Management LLC153,093$3.14M2.8%+0.9%8.275%
7/14/2023Arden Trust Co50,570$1.04M0.2%-20.6%2.734%
5/15/2023Cary Street Partners Asset Management LLC13,985$291K0.1%+12.0%1.119%
4/28/2023Avantax Advisory Services Inc.10,132$210K0.0%N/A0.811%
4/27/2023Stratos Wealth Partners LTD.17,791$370K0.0%+27.1%1.423%
4/18/2023Allworth Financial LP96,788$2.01M0.0%+63.4%7.743%
4/17/2023Landmark Wealth Management LLC151,697$3.15M1.8%+21.0%12.136%
4/17/2023Arden Trust Co63,726$1.32M0.2%-80.4%5.098%
2/14/2023Cary Street Partners Asset Management LLC12,487$251K0.1%+655.0%0.806%
2/10/2023Franklin Resources Inc.330,007$6.64M0.0%-14.7%21.291%
2/9/2023Mercer Global Advisors Inc. ADV74,552$1.50M0.0%-58.6%4.810%
2/7/2023LPL Financial LLC52,872$1.06M0.0%+23.7%3.411%
2/7/2023Envestnet Asset Management Inc.37,543$755K0.0%-73.1%2.422%
2/3/2023Aveo Capital Partners LLC12,410$250K0.0%-92.9%0.801%
1/20/2023Landmark Wealth Management LLC125,369$2.52M1.8%+1.7%8.088%
1/20/2023Arden Trust Co325,721$6.55M1.3%-15.5%21.014%
1/13/2023Allworth Financial LP59,216$1.19M0.0%-2.7%3.820%
11/15/2022Mercer Global Advisors Inc. ADV180,075$3.49M0.0%-4.6%11.255%
11/10/2022Envestnet Asset Management Inc.139,344$2.70M0.0%-14.2%7.963%
11/9/2022Aveo Capital Partners LLC175,724$3.40M0.6%+0.6%10.041%
11/2/2022Avantax Advisory Services Inc.14,820$287K0.0%-8.1%0.823%
10/24/2022Stratos Wealth Partners LTD.14,000$271K0.0%N/A0.778%
10/24/2022Landmark Wealth Management LLC123,240$2.39M1.8%+0.9%6.847%
10/20/2022Arden Trust Co385,461$7.46M1.9%-2.8%21.415%
10/18/2022Allworth Financial LP60,843$1.18M0.0%-4.3%3.380%
8/12/2022Franklin Resources Inc.393,273$8.27M0.0%-5.5%15.126%
8/11/2022Magnus Financial Group LLC644,462$13.56M2.5%+1.9%24.787%
8/5/2022Aveo Capital Partners LLC174,720$3.68M0.6%N/A6.720%
8/3/2022Envestnet Asset Management Inc.162,489$3.42M0.0%-25.6%6.250%
8/3/2022AE Wealth Management LLC11,766$247K0.0%-43.9%0.453%
8/2/2022Avantax Advisory Services Inc.16,120$339K0.0%-47.0%0.620%
7/28/2022Professional Financial Advisors LLC2,035$43K0.0%-98.9%0.078%
7/22/2022Truist Financial Corp80,900$1.70M0.0%-45.7%3.112%
7/21/2022Landmark Wealth Management LLC122,111$2.57M3.3%-9.7%4.697%
7/15/2022Destiny Wealth Partners LLC15,995$336K0.1%-93.8%0.615%
7/13/2022Allworth Financial LP63,545$1.34M0.0%-84.6%2.444%
7/12/2022Arden Trust Co396,443$8.34M1.9%-17.7%15.248%
5/12/2022Wick Capital Partners LLC9,633$221K0.1%-5.7%0.279%
5/12/2022Magnus Financial Group LLC632,347$14.51M2.4%+5.3%18.329%
5/10/2022Mercer Global Advisors Inc. ADV245,456$5.63M0.0%-72.1%6.294%
5/9/2022Regal Investment Advisors LLC8,735$201K0.0%N/A0.224%
5/5/2022Professional Financial Advisors LLC180,534$4.14M1.8%+15.6%4.629%
5/4/2022Envestnet Asset Management Inc.218,534$5.02M0.0%-72.2%5.603%
5/2/2022National Asset Management Inc.18,400$423K0.0%-9.6%0.472%
4/28/2022Landmark Wealth Management LLC135,221$3.10M1.6%+4.8%3.145%
4/26/2022Landmark Wealth Management LLC135,221$13.52M4.8%+4.8%2.732%
4/22/2022Smart Money Group LLC73,022$1.68M1.1%-14.0%1.475%
Trump's gold order: the announcement they won't put on the front page (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

Request the free guide in 30 seconds and get positioned now
4/22/2022Allworth Financial LP412,952$9.48M0.1%+804.5%8.259%
4/22/2022Truist Financial Corp149,003$3.42M0.0%-8.8%2.980%
4/21/2022Destiny Wealth Partners LLC256,865$5.90M1.1%+12.1%5.137%
4/18/2022AE Wealth Management LLC20,976$481K0.0%-34.4%0.420%
4/12/2022Edmonds Duncan Registered Investment Advisors LLC611,411$14.03M4.1%+2.4%12.228%


WBND Institutional Ownership - Frequently Asked Questions

During the previous two years, 12 institutional investors and hedge funds held shares of Western Asset Total Return ETF. The most heavily invested institutionals were Sanctuary Advisors LLC ($10.48M), Citadel Advisors LLC ($3.76M), Bank of New York Mellon Corp ($3.48M), Landmark Wealth Management LLC ($3.30M), Allworth Financial LP ($3.29M), JPMorgan Chase & Co. ($3.02M), and LPL Financial LLC ($1.46M).Learn more on Western Asset Total Return ETF's institutional investors.

The following institutional investors have purchased Western Asset Total Return ETF's stock in the last 24 months: Sanctuary Advisors LLC ($537.08K), Citadel Advisors LLC ($107.05K), Jane Street Group LLC ($72.36K), Flow Traders U.S. LLC ($52.67K), Bank of New York Mellon Corp ($31.90K), Allworth Financial LP ($17.79K), and Landmark Wealth Management LLC ($2.39K).

Institutional investors have bought a total of 43,138 shares in the last 24 months. This purchase volume represents approximately $872.03K in transactions.

The following institutional investors have sold Western Asset Total Return ETF stock in the last 24 months: Allworth Financial LP ($30.12K), and JPMorgan Chase & Co. ($11.24K).

Institutional investors have sold a total of 41,356 shares in the last 24 months. This volume of shares sold represents approximately $836.01K in transactions.


Related Companies

This page (NASDAQ:WBND) was last updated on 6/21/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
A huge SpaceX error just led one stock to 3X move!
SPCE surged roughly 300% in a single week after investors hunting SpaceX exposure piled into the wrong ticker....
InvestPub | Sponsoredtc pixel
This is the worst news for stocks in 50 years
Goldman Sachs and Morgan Stanley are issuing a rare warning: what's ahead for U.S. stocks could be the worst e...
TradeSmith | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
The roadshow starts Monday. This stock isn't ready.
The SpaceX roadshow kicks off June 8. Goldman Sachs, the lead underwriter, will present the full S-1 to the wo...
Behind the Markets | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel