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Pimco Total Return ETF (BOND) Institutional Ownership

Pimco Total Return ETF logo
$86.94 -0.01 (-0.01%)
As of 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Pimco Total Return ETF (NYSE:BOND)

Number of
Institutional Buyers
(last 12 months)
370
Total
Institutional Inflows
(last 12 months)
$1.63B
Number of
Institutional Sellers
(last 12 months)
184
Total
Institutional Outflows
(last 12 months)
$237.49M
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BOND Institutional Buying and Selling by Quarter

Pimco Total Return ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2026Taylor & Morgan Wealth Management LLC62,106$5.40M3.0%+9.7%0.063%
10/9/2026Williams & Novak Wealth Management LLC7,421$646K0.4%-31.4%0.008%
10/9/2026Bullock Wealth Management Group699$61K0.0%+294.9%0.001%
10/9/2026Avaii Wealth Management LLC3,444$298K0.1%+6.7%0.004%
10/9/2026Breakwater Capital Group13,358$1.16M0.1%N/A0.014%
10/9/2026Eclectic Associates Inc. ADV464,481$40.41M4.5%N/A0.474%
10/9/2026Pacifica Partners Inc.66,616$5.78M1.8%-0.2%0.068%
10/9/2026Emergent Wealth Advisors LLC30,173$2.63M1.3%-0.7%0.031%
10/8/2026Farther Finance Advisors LLC209,458$18.22M0.1%+110.2%0.214%
10/8/2026Atwood & Palmer Inc.800$70K0.0%N/A0.001%
10/8/2026Titleist Asset Management LLC37,599$3.27M0.2%-6.2%0.038%
10/8/2026Avidian Wealth Enterprises LLC4,229$368K0.0%N/A0.004%
10/7/2026Steph & Co.137,499$11.96M3.0%+12.7%0.140%
10/7/2026Cooper Financial Group465,447$40.49M3.2%+7.5%0.475%
10/7/2026Canandaigua National Bank & Trust Co.4,150$361K0.0%N/A0.004%
10/7/2026Wealth Enhancement Trust Services Inc.7,623$663K0.1%-2.6%0.008%
10/7/2026MRA Advisory Group195,843$17.04M6.2%+63.4%0.200%
10/7/2026Kwmg LLC169,327$14.73M1.1%N/A0.173%
10/6/2026Bangor Savings Bank812$71K0.0%N/A0.001%
10/6/2026Legacy Private Trust Co.481,440$41.88M2.3%N/A0.491%
10/5/2026Acima Private Wealth LLC151,802$13.21M3.8%+2.3%0.155%
10/5/2026Eastern Bank1,817$158K0.0%-29.1%0.002%
10/2/2026 CX Institutional921$80K0.0%-14.8%0.001%
9/23/2026Envestnet Portfolio Solutions Inc.179,754$16.58M0.1%+11.2%0.184%
9/23/2026Envestnet Asset Management Inc.2,955,221$269.25M0.0%+13.0%3.032%
9/18/2026Security National Bank of Sioux City Iowa IA11,492$1.06M0.4%N/A0.012%
9/17/2026Wellington Altus USA Inc.32,523$3.00M2.0%-18.8%0.035%
9/9/2026Bouchey Financial Group Ltd.545,883$50.34M3.3%N/A0.585%
9/9/2026Sequoia Financial Advisors LLC5,079$468K0.0%-3.8%0.005%
9/9/2026MCF Advisors LLC22,800$2.10M0.1%-6.1%0.024%
9/9/2026Lunt Capital Management Inc.56,198$5.18M1.9%+1.3%0.060%
9/9/2026Capital Analysts LLC137,698$12.70M0.3%+8.0%0.148%
9/9/2026Insight Wealth Partners LLC26,129$2.41M0.3%-28.0%0.028%
9/9/2026Pinnacle Wealth Management Advisory Group LLC7,901$729K0.0%-3.2%0.008%
9/9/2026Integrated Wealth Concepts LLC66,491$6.13M0.0%-4.7%0.071%
9/9/2026RFG Advisory LLC455,902$42.04M0.7%+61.1%0.488%
9/9/2026NewEdge Advisors LLC1,474,136$135.93M0.4%+10.3%1.579%
9/9/2026IFP Advisors Inc25,666$2.37M0.0%-3.6%0.028%
9/9/2026Baird Financial Group Inc.46,670$4.30M0.0%+5.8%0.050%
9/9/2026Centerline Wealth Advisors LLC30,148$2.78M0.9%N/A0.032%
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9/9/2026XY Planning Network Inc.6,889$635K0.1%+7.6%0.007%
9/8/2026Allworth Financial LP55,028$5.07M0.0%-20.8%0.059%
9/8/2026Waverly Advisors LLC1,332,448$122.87M0.7%+30.3%1.428%
9/2/2026Allianz Asset Management GmbH610$56K0.0%+55.2%0.001%
9/2/2026Brown Lisle Cummings Inc.2,227$205K0.0%-13.5%0.002%
8/27/2026Corient Private Wealth LP19,194$1.77M0.0%-3.1%0.021%
8/25/2026Advus Financial Partners LLC52,893$4.88M1.1%+16.4%0.057%
8/23/2026Ameritas Advisory Services LLC10,666$983K0.0%+214.9%0.011%
8/23/2026Hutchens & Kramer Investment Management Group LLC125,252$11.55M3.1%-29.0%0.134%
8/23/2026Asset Allocation Strategies LLC106,841$9.85M1.5%+13.0%0.114%
8/23/2026Fortitude Advisory Group L.L.C.8,252$761K0.3%+100.8%0.009%
8/22/2026Rose Capital Advisors LLC3,629$335K0.2%N/A0.004%
8/22/2026Compass Financial Management LLC5,437$499K0.1%N/A0.006%
8/22/2026Hopwood Nicholas Hunter160,276$14.78M4.1%N/A0.172%
8/22/2026BAM Wealth Management LLC70,678$6.52M4.1%+5.2%0.076%
8/22/2026TD Waterhouse Canada Inc.32,635$2.99M0.0%+34.4%0.035%
8/22/2026Concurrent Investment Advisors LLC602,397$55.55M0.5%+6.3%0.645%
8/21/2026Fairway Financial LLC34,044$3.14M2.1%+1.8%0.036%
8/21/2026Beacon Capital Management LLC7,589$700K0.1%+35.2%0.008%
8/21/2026Continuum Advisory LLC15,751$1.45M0.1%+8.2%0.017%
8/21/2026Tranquilli Financial Advisor LLC7,978$736K0.4%+10.7%0.009%
8/21/2026Emergent Wealth Advisors LLC30,377$2.80M1.5%+1.5%0.033%
8/21/2026Pacifica Partners Inc.66,778$6.13M1.8%-2.0%0.072%
8/21/2026Beacon Financial Advisory LLC13,971$1.29M0.3%+3.9%0.015%
8/21/2026Lionsbridge Wealth Management LLC17,074$1.57M1.4%-4.0%0.018%
8/21/2026Acorn Wealth Advisors LLC9,340$861K0.2%N/A0.010%
8/21/2026Triumph Capital Management5,660$522K0.1%+12.9%0.006%
8/20/2026First PREMIER Bank26,760$2.47M0.4%+126.7%0.029%
8/20/2026Rehmann Capital Advisory Group12,542$1.16M0.0%+27.3%0.013%
8/20/2026Denver PWM LLC54,023$4.90M1.4%-1.1%0.058%
8/12/2026Compass Financial Management LLC38,953$2.50M0.3%N/A0.042%
8/7/2026Trust Co. of Vermont780$72K0.0%N/A0.001%
7/10/2026Taylor & Morgan Wealth Management LLC56,622$5.22M2.6%+14.2%0.063%
7/10/2026Affiance Financial LLC126,883$11.70M1.7%+30.4%0.141%
7/10/2026Redhawk Wealth Advisors Inc.70,613$6.51M0.6%+18.2%0.078%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors3,111$287K0.0%+9.7%0.003%
7/10/2026Wealthcare Advisory Partners LLC26,104$2.41M0.0%+22.6%0.029%
7/9/2026Flaharty Asset Management LLC23,676$2.17M3.1%-91.8%0.026%
7/8/2026MRA Advisory Group119,830$11.05M4.0%+2.9%0.133%
7/8/2026Beaird Harris Wealth Management LLC333$31K0.0%N/A0.000%
7/8/2026Williams & Novak LLC10,816$997K0.7%+13.3%0.012%
7/8/2026Kwmg LLC157,067$14.48M1.0%+5.1%0.174%
7/8/2026Cooper Financial Group433,100$39.94M3.3%+9.3%0.480%
7/8/2026Eclectic Associates Inc. ADV410,428$37.85M4.3%+18.3%0.455%
7/7/2026Avior Wealth Management LLC27,393$2.53M0.1%-27.4%0.030%
7/7/2026Arlington Trust Co LLC1,381$127K0.0%N/A0.002%
7/6/2026Hobart Private Capital LLC4,659$430K0.1%N/A0.005%
7/6/2026Acima Private Wealth LLC148,379$13.68M4.0%+4.2%0.164%
7/2/2026 CX Institutional1,081$100K0.0%N/A0.001%
6/25/2026Hamilton Wealth LLC37,446$3.46M0.7%-10.3%0.044%
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6/3/2026Parallel Advisors LLC13,326$1.23M0.0%-11.0%0.016%
6/3/2026NewEdge Advisors LLC1,336,231$123.31M0.4%+26.6%1.567%
5/27/2026Security Financial Services INC.80,866$7.46M1.2%+3.2%0.095%
5/19/2026Western Wealth Management LLC35,646$3.29M0.1%N/A0.042%
5/19/2026Bank of America Corp DE1,625,567$150.01M0.0%+11.8%1.906%
5/19/2026Hamilton Wealth LLC112,338$10.37M0.7%+169.1%0.132%
5/19/2026Centaurus Financial Inc.2,660$245K0.0%N/A0.003%
5/19/2026Arkadios Wealth Advisors23,558$2.17M0.0%+115.0%0.028%
5/19/2026Claris Financial LLC5,367$495K0.3%-3.5%0.006%
5/18/2026EverSource Wealth Advisors LLC1,640$151K0.0%-37.5%0.002%


BOND Institutional Ownership - Frequently Asked Questions

During the previous two years, 566 institutional investors and hedge funds held shares of Pimco Total Return ETF. The most heavily invested institutionals were CWM LLC ($386.24M), Morgan Stanley ($314.67M), LPL Financial LLC ($269.56M), Envestnet Asset Management Inc. ($269.25M), Wells Fargo & Company MN ($184.65M), Osaic Holdings Inc. ($153.79M), and Bank of America Corp DE ($150.01M).Learn more on Pimco Total Return ETF's institutional investors.

Of the 510 institutional investors that purchased Pimco Total Return ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Essential Planning LLC. ($1.85M), LPL Financial LLC ($1.49M), Envestnet Asset Management Inc. ($1.17M), Koss Olinger Consulting LLC ($1.08M), Raymond James Financial Inc. ($1.03M), NewEdge Advisors LLC ($1.01M), and Great Valley Advisor Group Inc. ($1.00M).

Institutional investors have bought a total of 17,686,301 shares in the last 24 months. This purchase volume represents approximately $1.63B in transactions.

Of the 184 institutional investors that sold Pimco Total Return ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Flaharty Asset Management LLC ($264.95K), Your Advocates Ltd. LLP ($223.01K), UBS Group AG ($129.71K), M Holdings Securities Inc. ($116.36K), Founders Financial Securities LLC ($109.84K), SimpliFi Inc. ($108.05K), and Horizon Investments LLC ($107.76K).

Institutional investors have sold a total of 2,553,635 shares in the last 24 months. This volume of shares sold represents approximately $237.49M in transactions.


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Institutional ownership data for NYSE:BOND is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/10/2026. New 13F filings are added each quarter as they're published.
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