Go Pro
→ Elon did WHAT?! (From Brownstone Research) (Ad)tc pixel Free BOND Stock Alerts

Pimco Total Return ETF (BOND) Institutional Ownership

Pimco Total Return ETF logo
$90.56 +0.12 (+0.13%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
389
Total
Institutional Inflows
(last 12 months)
$1.66B
Number of
Institutional Sellers
(last 12 months)
204
Total
Institutional Outflows
(last 12 months)
$404.68M
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.

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

BOND Institutional Buying and Selling by Quarter

Pimco Total Return ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
This tiny piece of glass could be bigger than GPUs (Ad)

A tiny glass device smaller than a fingertip could redefine AI hardware. Nvidia CEO Jensen Huang calls it essential for AI to scale, while Sequoia Capital labels it a holy grail. Stocks tied to this technology have already surged 133 percent, 217 percent, and 320 percent in recent months, according to Brownstone Research analyst Jason Bodner, who identified Nvidia at 4.50.tc pixel

Click now to discover Bodner's top AI stock pick before others catch on
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%
6/25/2026Hamilton Wealth LLC37,446$3.46M0.7%-10.3%0.044%
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%
5/27/2026 Security 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%
5/18/2026Royal Bank of Canada641,859$59.23M0.0%+1.1%0.753%
5/15/2026Intelligence Driven Advisers LLC28,368$2.62M0.5%-14.3%0.033%
5/15/2026Gateway Wealth Partners LLC46,503$4.29M0.2%+468.6%0.055%
5/15/2026Waverly Advisors LLC1,022,276$94.34M0.7%+59.5%1.199%
5/15/2026Stadion Money Management LLC263,848$24.35M2.4%-0.4%0.309%
5/14/2026Renaissance Technologies LLC8,500$784K0.0%-72.7%0.010%
5/14/2026Aristides Capital LLC10,268$948K0.2%-31.4%0.012%
5/14/2026Lido Advisors LLC20,750$1.92M0.0%-45.5%0.024%
5/13/2026Cetera Investment Advisers1,113,996$102.80M0.1%+18.0%1.306%
5/13/2026Wealthspire Retirement LLC3,971$366K0.0%-13.4%0.005%
5/13/2026Signature Equity Partners LLC2,824$261K0.1%+7.1%0.003%
5/8/2026PNC Financial Services Group Inc.218,818$20.19M0.0%+7.6%0.257%
The invention Elon called the greatest in history (Ad)

Jeff Brown and Marc Chaikin - two investors who called Nvidia a decade ago - say Elon Musk's newly filed AI patent could trigger a wealth wave they're calling his biggest breakthrough yet. They're tracking a market pattern with a 100% historical track record of major gains, and they believe it's about to collide with this invention. The last time it triggered, investors had a chance to turn $10,000 into $350,000 in roughly 12 months.tc pixel

See the details on Elon's AI patent and what comes next
5/8/2026 Wilkerson Advisory Group LLC31,950$2.95M1.0%+4.5%0.037%
5/8/2026Maimon Wealth Management LTD.48,865$4.50M3.9%+13.4%0.057%
5/7/2026 Scarborough Advisors LLC297$27K0.0%+102.0%0.000%
5/7/2026Parallel Advisors LLC13,326$1.23M0.0%-11.0%0.016%
5/7/2026Koss 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%
5/7/2026Hershey Financial Advisers LLC2,461$227K0.2%N/A0.003%
5/6/2026Aviance Capital Partners LLC58,273$5.38M0.6%+4.0%0.068%
5/6/2026FSA Advisors Inc.5,214$481K0.3%-12.4%0.006%
5/6/2026Cornerstone Planning Group LLC447$41K0.0%+40.6%0.001%
5/6/2026Modera Wealth Management LLC5,425$501K0.0%N/A0.006%
5/6/2026Assetmark Inc.957$88K0.0%-17.6%0.001%
5/6/2026Gould Asset Management LLC CA125,987$11.63M2.0%+4.1%0.148%
5/6/2026Bessemer Group Inc.4,200$388K0.0%N/A0.005%
5/6/2026 Independent Financial Group LLC15,579$1.44M0.0%N/A0.018%
5/6/2026Prosperity Consulting Group LLC10,246$946K0.0%+4.8%0.012%
5/6/2026Birchwood Financial Partners Inc.50,727$4.68M4.5%+12.5%0.059%
5/6/2026Helium Advisors LLC6,315$583K0.6%N/A0.007%
5/5/2026D.A. Davidson & CO.117,731$10.86M0.1%-5.0%0.138%
5/5/2026Bank of New York Mellon Corp56,923$5.25M0.0%+43.8%0.067%
5/5/2026 Harmony Asset Management LLC7,355$679K0.2%-1.6%0.009%
5/5/2026Geneos Wealth Management Inc.49,030$4.53M0.1%+13.0%0.057%
5/5/2026Sanctuary Advisors LLC100,807$9.30M0.1%+10.3%0.118%
5/5/2026Sigma Planning Corp56,948$5.26M0.1%+1,055.4%0.067%
5/4/2026Milestones Private Investment Advisors LLC2,783$257K0.2%-49.3%0.003%
5/4/2026Beckerman Institutional LLC28,884$2.67M1.4%+76.7%0.034%
5/4/2026Retirement Planning Group LLC59,552$5.50M0.2%+230.2%0.070%
5/4/2026Bleakley Financial Group LLC163,618$15.10M0.2%-0.4%0.192%
5/4/2026 First Growth Capital LLC11,815$1.09M1.0%+13.5%0.014%
5/4/2026Parr Mcknight Wealth Management Group LLC149,746$13.82M1.8%+5.9%0.176%
5/4/2026Moment Partners LLC4,000$369K0.1%N/A0.005%
5/4/2026Del Sette Capital Management LLC46,034$4.25M2.5%+4.3%0.054%
5/4/2026 Procyon Advisors LLC5,632$520K0.0%+2.2%0.007%
5/2/2026Valmark Advisers Inc.17,852$1.65M0.0%+17.1%0.021%
5/1/2026Fifth Third Bancorp48,832$4.51M0.0%N/A0.057%
5/1/2026Droms Strauss Advisors Inc. MO ADV8,969$828K0.2%-9.8%0.011%
5/1/2026WealthShield Partners LLC103,918$9.59M1.1%+8.9%0.122%
5/1/2026 Sequoia Financial Advisors LLC5,277$487K0.0%+86.4%0.006%
4/30/2026Elevated Capital Advisors LLC27,930$2.58M0.6%-31.5%0.033%
4/30/2026Waterfront Wealth Inc.16,134$1.49M0.3%+23.6%0.019%
4/30/2026Kestra Advisory Services LLC297,527$27.46M0.1%-15.1%0.350%
4/30/2026Money Concepts Capital Corp35,489$3.28M0.2%+8.7%0.042%
4/30/2026 Base Wealth Management LLC7,548$697K0.4%-10.1%0.009%
4/30/2026Your Advocates Ltd. LLP2,235$206K0.1%-80.8%0.003%
4/29/2026Axxcess Wealth Management LLC77,900$7.19M0.2%+1.5%0.092%
4/29/2026Arbor Trust Wealth Advisors LLC6,766$624K0.3%+50.6%0.008%
4/29/2026Addison Capital Co184,929$17.07M3.0%+6,122.4%0.217%
4/28/2026 Fortitude Advisory Group L.L.C.4,110$379K0.2%N/A0.005%
4/28/2026Ascentis Independent Advisors19,659$1.81M0.1%+54.9%0.023%
4/28/2026Stephens Inc. AR2,715$251K0.0%-49.5%0.003%
AI billionaires are selling. Quickly. (Ad)

Nvidia CEO Jensen Huang has logged 42 consecutive sell transactions - not a single buy. Peter Thiel liquidated his entire Nvidia position. SoftBank dumped $5.8 billion. And Michael Burry, who famously predicted the housing crash, is now betting against AI stocks. But 40-year investment veteran Alexander Green says the insiders are only half right - and that the biggest AI profits may still be ahead, potentially 10X larger, just not from where most investors are looking.tc pixel

Watch Alexander Green's private presentation to see where the opportunity is
4/28/2026Berger Financial Group Inc240,823$22.22M1.2%+1,042.9%0.283%
4/28/2026GM Advisory Group LLC109,129$10.07M0.4%+3.1%0.128%
4/28/2026Koshinski Asset Management Inc.58,412$5.39M0.3%+25.8%0.069%
4/28/2026Beacon Financial Advisory LLC13,445$1.24M0.3%+6.2%0.016%
4/27/2026 Appalachian Capital Management Ltd9,816$906K0.7%-1.5%0.012%
4/27/2026 PFG Investments LLC10,190$940K0.0%+31.2%0.012%
4/27/2026Kelman Lazarov Inc.262,289$24.20M3.5%+0.8%0.309%
4/27/2026World Investment Advisors7,716$712K0.0%+28.5%0.009%
4/27/2026PAX Financial Group LLC141,683$13.08M2.2%+6.3%0.167%
4/27/2026USAdvisors Wealth Management LLC81,124$7.47M2.5%+4.9%0.096%


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 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 ($1.55M), Koss Olinger Consulting LLC ($1.34M), CWM LLC ($1.21M), NewEdge Advisors LLC ($1.08M), Raymond James Financial Inc. ($1.03M), and AE Wealth Management LLC ($1.02M).

Institutional investors have bought a total of 17,877,791 shares in the last 24 months. This purchase volume represents approximately $1.66B in transactions.

Of the 204 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: Thrivent Financial for Lutherans ($303.64K), Raymond James Financial Inc. ($300.42K), Flaharty Asset Management LLC ($264.95K), RFG Advisory LLC ($263.38K), Envestnet Asset Management Inc. ($252.34K), Christian Investment Advisors Inc. ($224.77K), and Your Advocates Ltd. LLP ($223.01K).

Institutional investors have sold a total of 4,366,950 shares in the last 24 months. This volume of shares sold represents approximately $404.68M in transactions.


Related Companies

This page (NYSEARCA:BOND) was last updated on 7/26/2026 by MarketBeat.com Staff.
From Our Partners
The REAL Reason Trump is Invading Iran
For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Be...
Banyan Hill Publishing | Sponsoredtc pixel
Oxford Club Analyst’s Urgent AI Warning
Alexander Green, Chief Investment Strategist at The Oxford Club, is sharing a private presentation with a warn...
The Oxford Club | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
This tiny piece of glass could be bigger than GPUs
Jensen Huang says AI can't scale without it. Google Ventures calls it the future of AI compute. Sequoia Capita...
Brownstone Research | Sponsoredtc pixel
The 90%-off options that empty accounts
A call that cost $3.00 last month now trades for $0.30 - a 90% discount that looks tempting. It's not a bar...
Profits Run | Sponsoredtc pixel
Have you seen Elon’s new “supercurrency”? (It affects you)
Elon Musk just became the world's first trillionaire following the biggest IPO in history, giving him access t...
StocksToTrade | Sponsoredtc pixel
The trade I’ve been waiting for since 2011
Ross Givens, Director of Research at Traders Agency, is calling for gold to reach $10,000 an ounce this superc...
Traders Agency | Sponsoredtc pixel
A letter from Shannon Stansberry
Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down ye...
Porter & Company | Sponsoredtc pixel