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Pimco Total Return ETF (BOND) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
323
Total
Institutional Inflows
(last 12 months)
$1.63B
Number of
Institutional Sellers
(last 12 months)
181
Total
Institutional Outflows
(last 12 months)
$309.66M
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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
5/2/2025Lokken Investment Group LLC7,125$659K0.3%N/A0.012%
5/1/2025Gould Asset Management LLC CA102,206$9.45M1.9%+11.1%0.170%
5/1/2025Bleakley Financial Group LLC121,925$11.27M0.4%+1.8%0.202%
5/1/2025Secured Retirement Advisors LLC54,470$5.04M3.2%N/A0.090%
5/1/2025CWM LLC4,154,795$384.19M1.5%+11.1%6.901%
5/1/2025Focused Wealth Management Inc4,394$406K0.1%-9.0%0.007%
5/1/2025Roger Wittlin Investment Advisory LLC42,959$3.97M2.3%+0.4%0.071%
5/1/2025Gateway Wealth Partners LLC2,500$231K0.1%N/A0.004%
5/1/2025Sage Rhino Capital LLC6,845$633K0.1%-6.9%0.011%
4/30/2025 Cerity Partners LLC4,740$438K0.0%-21.6%0.008%
4/30/2025 Allworth Financial LP86,017$7.84M0.0%-5.1%0.143%
4/30/2025 Parr Mcknight Wealth Management Group LLC91,701$8.48M1.2%N/A0.152%
4/30/2025 CFO4Life Group LLC10,073$931K0.2%-7.6%0.017%
4/30/2025 Moloney Securities Asset Management LLC11,005$1.02M0.1%+3.2%0.018%
4/30/2025 Ramiah Investment Group11,169$1.03M1.1%N/A0.019%
4/30/2025 Rehmann Capital Advisory Group6,801$629K0.0%+15.2%0.011%
4/30/2025 John W. Brooker & Co. CPAs87,605$8.10M3.4%-36.3%0.145%
4/30/2025 Stratos Wealth Partners LTD.172,567$15.96M0.2%-2.6%0.287%
4/30/2025 Stratos Wealth Advisors LLC36,212$3.35M0.2%N/A0.060%
4/30/2025 Alpha Cubed Investments LLC187,465$17.34M0.8%-0.8%0.311%
4/30/2025 Crossmark Global Holdings Inc.8,322$770K0.0%N/A0.014%
4/29/2025 Envestnet Asset Management Inc.2,376,385$219.74M0.1%+54.0%3.947%
4/29/2025 Capital Planning LLC35,851$3.32M0.9%+7.1%0.060%
4/29/2025 Vickerman Investment Advisors Inc.610,904$56.49M12.8%+155.5%1.015%
4/29/2025 Concurrent Investment Advisors LLC448,103$41.44M1.0%+17.4%0.744%
4/29/2025 Fairway Financial LLC27,901$2.58M2.3%+7.0%0.046%
4/29/2025 Bank of New York Mellon Corp274,491$25.38M0.0%+79.3%0.456%
4/29/2025 Strategic Blueprint LLC11,788$1.09M0.1%+18.2%0.020%
4/29/2025 Brookstone Capital Management21,550$1.99M0.0%-79.2%0.036%
4/29/2025 OneDigital Investment Advisors LLC1,269,371$117.38M1.4%+10.0%2.108%
4/29/2025 SimpliFi Inc.205,032$18.96M8.7%N/A0.341%
4/29/2025 Silver Oak Securities Incorporated15,762$1.46M0.1%-7.3%0.026%
4/29/2025 Aviance Capital Partners LLC52,238$4.83M0.7%+10.0%0.087%
4/28/2025 D.A. Davidson & CO.53,815$4.98M0.0%-6.7%0.089%
4/28/2025 Mutual Advisors LLC173,534$15.88M0.5%N/A0.288%
4/28/2025 Novem Group191,484$17.71M2.5%+10.8%0.318%
4/28/2025 Private Trust Co. NA4,026$372K0.0%+14.1%0.007%
4/28/2025 Physician Wealth Advisors Inc.4,017$371K0.1%-29.3%0.007%
4/28/2025 FSM Wealth Advisors LLC294,962$27.28M6.1%+28.1%0.490%
4/28/2025 CarsonAllaria Wealth Management Ltd.58,604$5.42M3.1%+6.0%0.097%
Trump Makes Major Crypto Announcement (Ad)

Trump's Pro-Crypto Agenda Finally Sparks Market Recovery With Bitcoin surging past $90,000 and altcoins heating up, I'm seeing all the signs of a major market shift For a limited time, I'm revealing the name and complete analysis behind my top Trump-era crypto pick.

4/28/2025 DAVENPORT & Co LLC40,338$3.73M0.0%+8.1%0.067%
4/28/2025 Clear Creek Financial Management LLC6,797$629K0.1%+23.3%0.011%
4/28/2025 Rovin Capital UT ADV11,304$1.05M0.3%-7.4%0.019%
4/25/2025 Koshinski Asset Management Inc.33,143$3.07M0.3%+9.9%0.055%
4/25/2025 Intelligence Driven Advisers LLC45,730$4.23M0.8%-8.7%0.076%
4/25/2025 Westside Investment Management Inc.13,566$1.25M0.3%-3.0%0.023%
4/25/2025 MorganRosel Wealth Management LLC97,903$9.05M2.7%+35.1%0.163%
4/25/2025 Valley National Advisers Inc.109,798$10.15M1.8%+2.9%0.182%
4/25/2025 Ameritas Advisory Services LLC9,708$891K0.0%+25.3%0.016%
4/25/2025 Waterfront Wealth Inc.11,079$1.03M0.3%-16.2%0.018%
4/25/2025 Hutchens & Kramer Investment Management Group LLC46,283$4.28M2.4%+10.4%0.077%
4/25/2025 Essex Financial Services Inc.32,452$3.00M0.2%-1.1%0.054%
4/25/2025 Wall Street Financial Group Inc.8,064$746K0.8%-22.2%0.013%
4/25/2025 Beacon Financial Planning Inc.13,388$1.24M0.7%-13.2%0.022%
4/24/2025 Golden State Wealth Management LLC522$48K0.0%-92.7%0.001%
4/24/2025 Smart Portfolios LLC110,948$10.26M11.1%-1.8%0.184%
4/24/2025 Decker Retirement Planning Inc.5,535$512K0.3%+2.7%0.009%
4/24/2025 Elevated Capital Advisors LLC46,833$4.33M1.2%-22.0%0.078%
4/24/2025 Aspect Partners LLC875$81K0.0%N/A0.001%
4/24/2025 Beacon Financial Advisory LLC12,006$1.11M0.3%-6.3%0.020%
4/23/2025 Goldstein Advisors LLC248,603$22.99M3.4%+0.2%0.413%
4/23/2025 Creative Financial Designs Inc. ADV7,077$654K0.1%-3.4%0.012%
4/23/2025 SOL Capital Management CO8,266$764K0.1%+16.6%0.014%
4/23/2025 Pinnacle Bancorp Inc.942$87K0.0%+77.7%0.002%
4/23/2025 Golden State Wealth Management LLC1,044$97K0.0%-85.4%0.002%
4/23/2025 Golden State Equity Partners4,108$380K0.1%+53.3%0.007%
4/23/2025 Steph & Co.98,151$9.08M3.3%-7.0%0.163%
4/23/2025 Consolidated Portfolio Review Corp4,825$446K0.1%+88.8%0.008%
4/23/2025 Valmark Advisers Inc.13,330$1.23M0.0%+49.6%0.022%
4/23/2025 Oppenheimer & Co. Inc.8,161$755K0.0%+30.3%0.014%
4/23/2025 Continuum Advisory LLC11,578$1.07M0.1%+6.5%0.019%
4/22/2025 JFS Wealth Advisors LLC586$54K0.0%N/A0.001%
4/22/2025 Brown Lisle Cummings Inc.3,926$363K0.1%-17.1%0.007%
4/22/2025 Jmac Enterprises LLC46,213$4.27M1.0%+6.3%0.077%
4/22/2025 Buck Wealth Strategies LLC314,485$29.08M5.3%N/A0.524%
4/22/2025 Bright Futures Wealth Management LLC.8,919$803K0.9%+1.6%0.015%
4/22/2025 Burt Wealth Advisors6,527$604K0.2%+81.8%0.011%
4/22/2025 PFG Investments LLC5,655$523K0.0%-3.1%0.009%
4/22/2025 Advisor Resource Council3,231$299K0.0%N/A0.005%
4/21/2025 ORG Partners LLC6,499$601K0.1%-3.4%0.011%
4/21/2025 United Advisor Group LLC3,934$364K0.1%+7.5%0.007%
4/21/2025 Envestnet Portfolio Solutions Inc.210,351$19.45M0.1%+59.7%0.350%
4/21/2025 Dunhill Financial LLC120,787$11.17M4.8%-5.9%0.201%
4/21/2025 Kingswood Wealth Advisors LLC2,417$223K0.0%-56.2%0.004%
4/18/2025 Mayfair Advisory Group LLC5,422$501K0.3%-4.4%0.009%
4/18/2025 Wolf Group Capital Advisors13,646$1.26M0.4%+105.1%0.023%
4/18/2025 Cornerstone Wealth Management LLC160,896$14.88M1.0%-3.1%0.268%
4/18/2025 Halbert Hargrove Global Advisors LLC78,815$7.29M0.4%+3.5%0.131%
4/17/2025 Strategic Advisors LLC39,942$3.69M0.7%+2.7%0.067%
4/17/2025 Vicus Capital132,296$12.23M1.1%-1.4%0.220%
Trump Makes Major Crypto Announcement (Ad)

Trump's Pro-Crypto Agenda Finally Sparks Market Recovery With Bitcoin surging past $90,000 and altcoins heating up, I'm seeing all the signs of a major market shift For a limited time, I'm revealing the name and complete analysis behind my top Trump-era crypto pick.

4/17/2025 Sagespring Wealth Partners LLC80,329$7.43M0.1%+829.5%0.134%
4/17/2025 Sowell Financial Services LLC263,203$24.34M1.1%+14.7%0.438%
4/17/2025 Janney Montgomery Scott LLC29,691$2.75M0.0%+4.1%0.049%
4/17/2025 Cyndeo Wealth Partners LLC10,105$934K0.1%-7.8%0.017%
4/17/2025 D Orazio & Associates Inc.30,823$2.85M0.4%-3.1%0.051%
4/17/2025 Bouvel Investment Partners LLC123,759$11.71M4.8%+1.7%0.206%
4/17/2025 Dynamic Advisor Solutions LLC5,145$476K0.0%+12.6%0.009%
4/17/2025 MFA Wealth Services12,715$1.18M1.0%+3.2%0.021%
4/16/2025 Avaii Wealth Management LLC3,808$352K0.2%+58.0%0.006%
4/16/2025 Opal Wealth Advisors LLC662$61K0.0%-92.0%0.001%
(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, 470 institutional investors and hedge funds held shares of Pimco Total Return ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($171.78B), CWM LLC ($384.19M), Envestnet Asset Management Inc. ($219.74M), Essential Planning LLC. ($174.45M), Tectonic Advisors LLC ($147.43M), Wells Fargo & Company MN ($139.80M), and LPL Financial LLC ($134.01M).Learn more on BOND's institutional investors.

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

Of the 390 institutional investors that purchased Pimco Total Return ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Essential Planning LLC. ($1.93M), Osaic Holdings Inc. ($1.88M), CWM LLC ($1.27M), Envestnet Asset Management Inc. ($1.10M), LPL Financial LLC ($1.01M), Raymond James Financial Inc. ($906.29K), 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 23,992,584 shares in the last 24 months. This purchase volume represents approximately $2.20B in transactions.

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

Of the 242 institutional investors that sold Pimco Total Return ETF 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), Mercer Global Advisors Inc. ADV ($318.79K), Cardinal Point Capital Management ULC ($301.15K), Osaic Holdings Inc. ($286.33K), Tectonic Advisors LLC ($197.72K), GeoWealth Management LLC ($161.02K), and Krilogy Financial LLC ($127.52K).

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

Institutional investors have sold a total of 4,973,676 shares in the last 24 months. This volume of shares sold represents approximately $455.61M in transactions.



This page (NYSEARCA:BOND) was last updated on 5/2/2025 by MarketBeat.com Staff
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