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Pimco Total Return ETF (BOND) Institutional Ownership

Pimco Total Return ETF logo
$89.03 +0.05 (+0.06%)
As of 03:57 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)
367
Total
Institutional Inflows
(last 12 months)
$1.50B
Number of
Institutional Sellers
(last 12 months)
179
Total
Institutional Outflows
(last 12 months)
$237.35M
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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
9/18/2026 Security National Bank of Sioux City Iowa IA11,492$1.06M0.4%N/A0.012%
9/17/2026 Wellington Altus USA Inc.32,523$3.00M2.0%-18.8%0.035%
9/9/2026 Bouchey Financial Group Ltd.545,883$50.34M3.3%N/A0.585%
9/9/2026 Sequoia Financial Advisors LLC5,079$468K0.0%-3.8%0.005%
9/9/2026 MCF Advisors LLC22,800$2.10M0.1%-6.1%0.024%
9/9/2026 Lunt Capital Management Inc.56,198$5.18M1.9%+1.3%0.060%
9/9/2026 Capital Analysts LLC137,698$12.70M0.3%+8.0%0.148%
9/9/2026 Insight Wealth Partners LLC26,129$2.41M0.3%-28.0%0.028%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC7,901$729K0.0%-3.2%0.008%
9/9/2026 Integrated Wealth Concepts LLC66,491$6.13M0.0%-4.7%0.071%
9/9/2026 RFG Advisory LLC455,902$42.04M0.7%+61.1%0.488%
9/9/2026 NewEdge Advisors LLC1,474,136$135.93M0.4%+10.3%1.579%
9/9/2026 IFP Advisors Inc25,666$2.37M0.0%-3.6%0.028%
9/9/2026 Baird Financial Group Inc.46,670$4.30M0.0%+5.8%0.050%
9/9/2026 Centerline Wealth Advisors LLC30,148$2.78M0.9%N/A0.032%
9/9/2026 XY Planning Network Inc.6,889$635K0.1%+7.6%0.007%
9/8/2026 Allworth Financial LP55,028$5.07M0.0%-20.8%0.059%
9/8/2026 Waverly Advisors LLC1,332,448$122.87M0.7%+30.3%1.428%
9/2/2026 Allianz Asset Management GmbH610$56K0.0%+55.2%0.001%
9/2/2026 Brown Lisle Cummings Inc.2,227$205K0.0%-13.5%0.002%
8/27/2026 Corient Private Wealth LP19,194$1.77M0.0%-3.1%0.021%
8/25/2026 Advus Financial Partners LLC52,893$4.88M1.1%+16.4%0.057%
8/23/2026 Ameritas Advisory Services LLC10,666$983K0.0%+214.9%0.011%
8/23/2026 Hutchens & Kramer Investment Management Group LLC125,252$11.55M3.1%-29.0%0.134%
8/23/2026 Asset Allocation Strategies LLC106,841$9.85M1.5%+13.0%0.114%
8/23/2026 Fortitude Advisory Group L.L.C.8,252$761K0.3%+100.8%0.009%
8/22/2026 Rose Capital Advisors LLC3,629$335K0.2%N/A0.004%
8/22/2026 Compass Financial Management LLC5,437$499K0.1%N/A0.006%
8/22/2026 Hopwood Nicholas Hunter160,276$14.78M4.1%N/A0.172%
8/22/2026 BAM Wealth Management LLC70,678$6.52M4.1%+5.2%0.076%
8/22/2026 TD Waterhouse Canada Inc.32,635$2.99M0.0%+34.4%0.035%
8/22/2026 Concurrent Investment Advisors LLC602,397$55.55M0.5%+6.3%0.645%
8/21/2026 Fairway Financial LLC34,044$3.14M2.1%+1.8%0.036%
8/21/2026 Beacon Capital Management LLC7,589$700K0.1%+35.2%0.008%
8/21/2026 Continuum Advisory LLC15,751$1.45M0.1%+8.2%0.017%
8/21/2026 Tranquilli Financial Advisor LLC7,978$736K0.4%+10.7%0.009%
8/21/2026 Emergent Wealth Advisors LLC30,377$2.80M1.5%+1.5%0.033%
8/21/2026 Pacifica Partners Inc.66,778$6.13M1.8%-2.0%0.072%
8/21/2026 Beacon Financial Advisory LLC13,971$1.29M0.3%+3.9%0.015%
8/21/2026 Lionsbridge Wealth Management LLC17,074$1.57M1.4%-4.0%0.018%
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8/21/2026 Acorn Wealth Advisors LLC9,340$861K0.2%N/A0.010%
8/21/2026 Triumph Capital Management5,660$522K0.1%+12.9%0.006%
8/20/2026 First PREMIER Bank26,760$2.47M0.4%+126.7%0.029%
8/20/2026 Rehmann Capital Advisory Group12,542$1.16M0.0%+27.3%0.013%
8/20/2026 Denver PWM LLC54,023$4.90M1.4%-1.1%0.058%
8/12/2026 Compass Financial Management LLC38,953$2.50M0.3%N/A0.042%
8/7/2026 Trust Co. of Vermont780$72K0.0%N/A0.001%
7/10/2026 Taylor & Morgan Wealth Management LLC56,622$5.22M2.6%+14.2%0.063%
7/10/2026 Affiance Financial LLC126,883$11.70M1.7%+30.4%0.141%
7/10/2026 Redhawk Wealth Advisors Inc.70,613$6.51M0.6%+18.2%0.078%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors3,111$287K0.0%+9.7%0.003%
7/10/2026 Wealthcare Advisory Partners LLC26,104$2.41M0.0%+22.6%0.029%
7/9/2026 Flaharty Asset Management LLC23,676$2.17M3.1%-91.8%0.026%
7/8/2026 MRA Advisory Group119,830$11.05M4.0%+2.9%0.133%
7/8/2026 Beaird Harris Wealth Management LLC333$31K0.0%N/A0.000%
7/8/2026 Williams & Novak LLC10,816$997K0.7%+13.3%0.012%
7/8/2026 Kwmg LLC157,067$14.48M1.0%+5.1%0.174%
7/8/2026 Cooper Financial Group433,100$39.94M3.3%+9.3%0.480%
7/8/2026 Eclectic Associates Inc. ADV410,428$37.85M4.3%+18.3%0.455%
7/7/2026 Avior Wealth Management LLC27,393$2.53M0.1%-27.4%0.030%
7/7/2026 Arlington Trust Co LLC1,381$127K0.0%N/A0.002%
7/6/2026 Hobart Private Capital LLC4,659$430K0.1%N/A0.005%
7/6/2026 Acima Private Wealth LLC148,379$13.68M4.0%+4.2%0.164%
7/2/2026 CX Institutional1,081$100K0.0%N/A0.001%
6/25/2026 Hamilton Wealth LLC37,446$3.46M0.7%-10.3%0.044%
6/3/2026 Parallel Advisors LLC13,326$1.23M0.0%-11.0%0.016%
6/3/2026 NewEdge Advisors LLC1,336,231$123.31M0.4%+26.6%1.567%
5/27/2026 Security Financial Services INC.80,866$7.46M1.2%+3.2%0.095%
5/19/2026 Western Wealth Management LLC35,646$3.29M0.1%N/A0.042%
5/19/2026 Bank of America Corp DE1,625,567$150.01M0.0%+11.8%1.906%
5/19/2026 Hamilton Wealth LLC112,338$10.37M0.7%+169.1%0.132%
5/19/2026 Centaurus Financial Inc.2,660$245K0.0%N/A0.003%
5/19/2026 Arkadios Wealth Advisors23,558$2.17M0.0%+115.0%0.028%
5/19/2026Claris Financial LLC5,367$495K0.3%-3.5%0.006%
5/18/2026 EverSource Wealth Advisors LLC1,640$151K0.0%-37.5%0.002%
5/18/2026 Royal Bank of Canada641,859$59.23M0.0%+1.1%0.753%
5/15/2026 Intelligence Driven Advisers LLC28,368$2.62M0.5%-14.3%0.033%
5/15/2026 Gateway Wealth Partners LLC46,503$4.29M0.2%+468.6%0.055%
5/15/2026 Waverly Advisors LLC1,022,276$94.34M0.7%+59.5%1.199%
5/15/2026 Stadion Money Management LLC263,848$24.35M2.4%-0.4%0.309%
5/14/2026 Renaissance Technologies LLC8,500$784K0.0%-72.7%0.010%
5/14/2026 Aristides Capital LLC10,268$948K0.2%-31.4%0.012%
5/14/2026 Lido Advisors LLC20,750$1.92M0.0%-45.5%0.024%
5/13/2026 Cetera Investment Advisers1,113,996$102.80M0.1%+18.0%1.306%
5/13/2026 Wealthspire Retirement LLC3,971$366K0.0%-13.4%0.005%
5/13/2026 Signature Equity Partners LLC2,824$261K0.1%+7.1%0.003%
5/8/2026 PNC Financial Services Group Inc.218,818$20.19M0.0%+7.6%0.257%
5/8/2026 Wilkerson Advisory Group LLC31,950$2.95M1.0%+4.5%0.037%
5/8/2026 Maimon Wealth Management LTD.48,865$4.50M3.9%+13.4%0.057%
5/7/2026 Scarborough Advisors LLC297$27K0.0%+102.0%0.000%
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5/7/2026 Parallel Advisors LLC13,326$1.23M0.0%-11.0%0.016%
5/7/2026 Koss Olinger Consulting LLC1,266,570$116.88M9.8%-3.7%1.485%
5/7/2026 Financial Discovery Group Inc.55,956$5.16M12.1%N/A0.066%
5/7/2026 Hershey Financial Advisers LLC2,461$227K0.2%N/A0.003%
5/6/2026 Aviance Capital Partners LLC58,273$5.38M0.6%+4.0%0.068%
5/6/2026 FSA Advisors Inc.5,214$481K0.3%-12.4%0.006%
5/6/2026 Cornerstone Planning Group LLC447$41K0.0%+40.6%0.001%
5/6/2026 Modera Wealth Management LLC5,425$501K0.0%N/A0.006%
5/6/2026 Assetmark Inc.957$88K0.0%-17.6%0.001%
5/6/2026 Gould Asset Management LLC CA125,987$11.63M2.0%+4.1%0.148%


BOND Institutional Ownership - Frequently Asked Questions

During the previous two years, 562 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. ($198.28M), 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 506 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), CWM LLC ($1.21M), 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 16,113,131 shares in the last 24 months. This purchase volume represents approximately $1.50B in transactions.

Of the 179 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 2,551,648 shares in the last 24 months. This volume of shares sold represents approximately $237.35M 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 9/18/2026. New 13F filings are added each quarter as they're published.
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