Free Trial

Pimco Total Return ETF (BOND) Institutional Ownership

Pimco Total Return ETF logo
$92.24 +0.19 (+0.21%)
Closing price 08/4/2025 04:10 PM Eastern
Extended Trading
$92.31 +0.07 (+0.08%)
As of 04:00 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Pimco Total Return ETF (NYSEARCA:BOND)

Number of
Institutional Buyers
(last 12 months)
350
Total
Institutional Inflows
(last 12 months)
$1.79B
Number of
Institutional Sellers
(last 12 months)
210
Total
Institutional Outflows
(last 12 months)
$389.73M
Get BOND Insider Trade Alerts

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

Skip Chart & View Institutional Buying and Selling Data

BOND Institutional Buying and Selling by Quarter

Pimco Total Return ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/4/2025Syverson Strege & Co66,265$6.11M1.4%+0.8%0.107%
8/4/2025Linscomb Wealth Inc.59,663$5.50M0.3%+7.8%0.096%
8/4/2025Creative Financial Designs Inc. ADV7,468$688K0.0%+5.5%0.012%
8/4/2025Creekmur Asset Management LLC98,606$9.09M1.6%N/A0.159%
8/4/2025IFG Advisory LLC86,684$7.99M0.4%-18.9%0.140%
8/4/2025Pinnacle Associates Ltd.8,801$811K0.0%-11.9%0.014%
8/4/2025Atria Investments Inc8,400$774K0.0%-5.4%0.014%
8/4/2025Savvy Advisors Inc.2,544$235K0.0%N/A0.004%
8/4/2025Assetmark Inc.2,204$203K0.0%+280.0%0.004%
8/4/2025Buck Wealth Strategies LLC374,586$34.53M5.3%+19.1%0.606%
8/4/2025Arkadios Wealth Advisors11,020$1.02M0.0%+5.2%0.018%
8/4/2025Northwest Financial Advisors25,494$2.35M3.3%+30.8%0.041%
8/4/2025Waterfront Wealth Inc.11,598$1.07M0.2%+4.7%0.019%
8/4/2025L.M. Kohn & Company2,375$219K0.1%N/A0.004%
8/1/2025 FSA Advisors Inc.5,392$497K0.4%+142.6%0.009%
8/1/2025 Koss Olinger Consulting LLC659,337$60.78M5.0%-3.0%1.067%
8/1/2025 MorganRosel Wealth Management LLC100,672$9.28M2.5%+2.8%0.163%
8/1/2025 Envestnet Asset Management Inc.2,180,473$201.00M0.1%-8.2%3.530%
7/31/2025 Heirloom Wealth Management442,263$40.77M10.8%N/A0.716%
7/31/2025 Insight Wealth Partners LLC26,128$2.41M0.9%+1.3%0.042%
7/31/2025 Richards Merrill & Peterson Inc.6,178$569K0.3%-3.2%0.010%
7/31/2025 Moloney Securities Asset Management LLC10,546$972K0.1%-4.2%0.017%
7/31/2025 Cardinal Point Capital Management ULC4,125$380K0.0%-37.7%0.007%
7/31/2025 Avion Wealth613$56K0.0%-15.2%0.001%
7/31/2025 FSM Wealth Advisors LLC352,973$32.20M5.2%+19.7%0.571%
7/31/2025 FSA Investment Group LLC8,066$743K0.6%-31.9%0.013%
7/30/2025 Cornerstone Advisory LLC48,511$4.47M0.5%-3.6%0.079%
7/30/2025 Bleakley Financial Group LLC128,598$11.85M0.3%+5.5%0.208%
7/30/2025 Strategic Blueprint LLC20,485$1.89M0.1%+73.8%0.033%
7/30/2025 Freedom Investment Management Inc.171,931$15.85M1.3%-7.3%0.278%
7/30/2025 Rehmann Capital Advisory Group7,523$693K0.0%+10.6%0.012%
7/30/2025 Patten Group Inc.15,629$1.44M0.3%+2.3%0.025%
7/30/2025 Brookstone Capital Management20,607$1.90M0.0%-4.4%0.033%
7/30/2025 Retirement Planning Group LLC31,689$2.92M0.1%-10.2%0.051%
7/30/2025 D.A. Davidson & CO.67,275$6.20M0.0%+25.0%0.109%
7/30/2025 Lionsbridge Wealth Management LLC17,838$1.64M1.6%+319.8%0.029%
7/29/2025 Stephens Inc. AR10,814$997K0.0%+6.6%0.018%
7/29/2025 Forvis Mazars Wealth Advisors LLC22,520$2.08M0.0%-1.7%0.037%
7/29/2025 Kelman Lazarov Inc.239,862$22.11M3.6%-2.6%0.389%
7/29/2025 Goldstein Advisors LLC243,078$22.41M3.0%-2.2%0.395%
He Called Nvidia at $1.10. Now, He Says THIS Stock Will… (Ad)

The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvidia at $1.10 reveals AI’s Next Magnificent Seven… including one stock he says could become America’s next trillion-dollar giant.

See his full breakdown of the seven stocks to own now
7/29/2025 Schubert & Co3,025$279K0.2%N/A0.005%
7/29/2025 Koshinski Asset Management Inc.35,965$3.32M0.2%+8.5%0.058%
7/29/2025 Stratos Wealth Partners LTD.168,792$15.56M0.2%-2.2%0.274%
7/29/2025 Stratos Wealth Advisors LLC89,654$8.26M0.4%+147.6%0.146%
7/29/2025 Private Trust Co. NA3,678$339K0.0%-8.6%0.006%
7/28/2025 WealthPlan Investment Management LLC5,676$523K0.0%+67.3%0.009%
7/28/2025 Patten & Patten Inc. TN44,950$4.14M0.3%+241.2%0.073%
7/28/2025 Smart Portfolios LLC108,984$10.05M10.2%-1.8%0.177%
7/28/2025 Lunt Capital Management Inc.54,562$5.03M1.9%+20.2%0.089%
7/28/2025 Harbour Investments Inc.101,210$9.33M0.2%+2.1%0.164%
7/28/2025 Sagespring Wealth Partners LLC93,437$8.61M0.1%+16.3%0.152%
7/28/2025 RFG Advisory LLC209,352$19.30M0.5%-52.4%0.340%
7/28/2025 Axxcess Wealth Management LLC3,689$340K0.0%-10.6%0.006%
7/28/2025 Hudson Capital Management LLC314,942$29.03M8.2%-1.0%0.511%
7/25/2025 Northwest Capital Management Inc1,059$98K0.1%-39.2%0.002%
7/25/2025 Atria Wealth Solutions Inc.24,322$2.23M0.1%-57.3%0.040%
7/25/2025 Envestnet Portfolio Solutions Inc.189,672$17.48M0.1%-9.8%0.308%
7/25/2025 Almanack Investment Partners LLC.2,380$219K0.0%N/A0.004%
7/25/2025 CWM LLC3,863,241$356.11M1.3%-7.0%6.275%
7/25/2025 Concurrent Investment Advisors LLC490,381$45.20M0.9%+9.4%0.796%
7/24/2025 Williams & Novak LLC5,226$482K0.4%-12.8%0.008%
7/24/2025 Acima Private Wealth LLC105,935$9.77M3.3%-9.4%0.172%
7/24/2025 Cyndeo Wealth Partners LLC15,382$1.42M0.1%+52.2%0.025%
7/24/2025 CarsonAllaria Wealth Management Ltd.60,500$5.58M3.0%+3.2%0.098%
7/24/2025 Mainstay Capital Management LLC ADV5,354$494K0.0%+74.9%0.009%
7/24/2025 Capital Advisors Ltd. LLC1,661$153K0.0%-12.7%0.003%
7/24/2025 MFA Wealth Services11,859$1.09M0.8%-6.7%0.019%
7/23/2025 L.K. Benson & Company P.C.5,948$548K0.3%+24.7%0.010%
7/23/2025 Mullooly Asset Management Inc.126,626$11.67M4.9%+4.9%0.206%
7/23/2025 Tectonic Advisors LLC1,595,626$147.09M8.6%-1.8%2.593%
7/23/2025 Clear Creek Financial Management LLC10,052$927K0.1%+47.9%0.016%
7/23/2025 Valmark Advisers Inc.13,905$1.28M0.0%+4.3%0.023%
7/23/2025 Secured Retirement Advisors LLC59,986$5.53M3.3%+10.1%0.097%
7/23/2025 Kingswood Wealth Advisors LLC2,732$252K0.0%+13.0%0.004%
7/23/2025 Prime Capital Investment Advisors LLC2,446$225K0.0%-8.3%0.004%
7/22/2025 Belpointe Asset Management LLC2,518$232K0.0%-21.7%0.004%
7/22/2025 Valley National Advisers Inc.114,524$10.56M1.7%+4.3%0.186%
7/22/2025 DAVENPORT & Co LLC45,993$4.24M0.0%+14.0%0.075%
7/22/2025 Beacon Financial Advisory LLC12,516$1.15M0.3%+4.2%0.020%
7/22/2025 Wealthcare Advisory Partners LLC25,431$2.34M0.1%+43.9%0.041%
7/22/2025 Berger Financial Group Inc15,318$1.41M0.1%-7.6%0.025%
7/22/2025 USAdvisors Wealth Management LLC62,538$5.76M2.1%+19.8%0.102%
7/22/2025 Apexium Financial LP5,090$469K0.0%+81.8%0.008%
7/21/2025 Ameriflex Group Inc.1,742$160K0.1%-84.6%0.003%
7/21/2025 Fortis Capital Advisors LLC2,518$232K0.0%-21.7%0.004%
7/21/2025 Ascent Group LLC17,843$1.65M0.1%+412.9%0.029%
7/21/2025 Consilium Wealth Advisory LLC7,975$735K0.3%N/A0.013%
7/21/2025 Ameritas Advisory Services LLC7,531$694K0.0%-22.4%0.012%
7/21/2025 Jmac Enterprises LLC53,364$4.92M1.1%+15.5%0.087%
7/18/2025 SimpliFi Inc.208,921$19.26M8.5%+1.9%0.340%
$100 Trillion “AI Metal” Found in American Ghost Town (Ad)

Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.

Click here to get the details on this virtual monopoly.
7/18/2025 Vicus Capital132,737$12.24M1.0%+0.3%0.216%
7/18/2025 PFG Investments LLC5,970$550K0.0%+5.6%0.010%
7/18/2025 Consolidated Portfolio Review Corp5,702$526K0.1%+18.2%0.009%
7/18/2025 Cooper Financial Group41,666$3.84M0.5%-14.8%0.068%
7/18/2025 Truist Financial Corp114,183$10.53M0.0%+3.3%0.186%
7/17/2025 Eclectic Associates Inc. ADV100,228$9.24M2.0%+68.7%0.163%
7/17/2025 Halbert Hargrove Global Advisors LLC77,972$7.19M0.4%-1.1%0.127%
7/17/2025 HCR Wealth Advisors10,717$988K0.1%+1.9%0.017%
7/17/2025 LexAurum Advisors LLC7,329$676K0.1%+7.4%0.012%
7/17/2025 Janney Montgomery Scott LLC28,208$2.60M0.0%-5.0%0.046%
(Data available from 1/1/2016 forward)

BOND Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BOND shares?

During the previous two years, 460 institutional investors and hedge funds held shares of Pimco Total Return ETF. The most heavily invested institutionals were CWM LLC ($356.11M), Envestnet Asset Management Inc. ($201.00M), Essential Planning LLC. ($174.45M), LPL Financial LLC ($167.25M), Tectonic Advisors LLC ($147.09M), Wells Fargo & Company MN ($139.80M), and OneDigital Investment Advisors LLC ($117.38M).Learn more on Pimco Total Return ETF's institutional investors.

Which institutional investors have been buying Pimco Total Return ETF's stock?

Of the 398 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: Osaic Holdings Inc. ($1.88M), Essential Planning LLC. ($1.85M), CWM LLC ($1.07M), LPL Financial LLC ($960.97K), Raymond James Financial Inc. ($906.29K), Envestnet Asset Management Inc. ($833.39K), and Orion Portfolio Solutions LLC ($729.27K).

How much institutional buying is happening at Pimco Total Return ETF?

Institutional investors have bought a total of 19,417,123 shares in the last 24 months. This purchase volume represents approximately $1.79B in transactions.

Which of Pimco Total Return ETF's major shareholders have been selling company stock?

Of the 208 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: International Assets Investment Management LLC ($446.24K), Prudent Investors Network Inc. ($376.79K), CWM LLC ($291.55K), Envestnet Asset Management Inc. ($256.15K), Tectonic Advisors LLC ($232.62K), RFG Advisory LLC ($230.73K), and Cardinal Point Capital Management ULC ($156.02K).

How much institutional selling is happening at Pimco Total Return ETF?

Institutional investors have sold a total of 4,243,670 shares in the last 24 months. This volume of shares sold represents approximately $389.73M in transactions.



This page (NYSEARCA:BOND) was last updated on 8/5/2025 by MarketBeat.com Staff
From Our Partners