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Pimco Total Return ETF (BOND) Institutional Ownership

Pimco Total Return ETF logo
$91.84 +0.13 (+0.14%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
401
Total
Institutional Inflows
(last 12 months)
$1.81B
Number of
Institutional Sellers
(last 12 months)
228
Total
Institutional Outflows
(last 12 months)
$493.01M
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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
5/5/2026D.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%
5/5/2026Harmony 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%
5/5/2026 Sigma Planning Corp56,948$5.26M0.1%+1,055.4%0.067%
5/4/2026 Milestones Private Investment Advisors LLC2,783$257K0.2%-49.3%0.003%
5/4/2026 Beckerman Institutional LLC28,884$2.67M1.4%+76.7%0.034%
5/4/2026 Retirement Planning Group LLC59,552$5.50M0.2%+230.2%0.070%
5/4/2026 Bleakley 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%
5/4/2026 Parr Mcknight Wealth Management Group LLC149,746$13.82M1.8%+5.9%0.176%
5/4/2026 Moment Partners LLC4,000$369K0.1%N/A0.005%
5/4/2026 Del 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%
5/2/2026 Valmark Advisers Inc.17,852$1.65M0.0%+17.1%0.021%
5/1/2026 Fifth Third Bancorp48,832$4.51M0.0%N/A0.057%
5/1/2026 Droms Strauss Advisors Inc. MO ADV8,969$828K0.2%-9.8%0.011%
5/1/2026 WealthShield Partners LLC103,918$9.59M1.1%+8.9%0.122%
5/1/2026 Sequoia Financial Advisors LLC5,277$487K0.0%+86.4%0.006%
4/30/2026 Elevated Capital Advisors LLC27,930$2.58M0.6%-31.5%0.033%
4/30/2026 Waterfront Wealth Inc.16,134$1.49M0.3%+23.6%0.019%
4/30/2026 Kestra Advisory Services LLC297,527$27.46M0.1%-15.1%0.350%
4/30/2026 Money 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%
4/30/2026 Your Advocates Ltd. LLP2,235$206K0.1%-80.8%0.003%
4/29/2026 Axxcess Wealth Management LLC77,900$7.19M0.2%+1.5%0.092%
4/29/2026 Arbor Trust Wealth Advisors LLC6,766$624K0.3%+50.6%0.008%
4/29/2026 Addison 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%
4/28/2026 Ascentis Independent Advisors19,659$1.81M0.1%+54.9%0.023%
4/28/2026 Stephens Inc. AR2,715$251K0.0%-49.5%0.003%
4/28/2026 Berger Financial Group Inc240,823$22.22M1.2%+1,042.9%0.283%
4/28/2026 GM Advisory Group LLC109,129$10.07M0.4%+3.1%0.128%
4/28/2026 Koshinski Asset Management Inc.58,412$5.39M0.3%+25.8%0.069%
4/28/2026 Beacon 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%
4/27/2026 Kelman Lazarov Inc.262,289$24.20M3.5%+0.8%0.309%
4/27/2026 World Investment Advisors7,716$712K0.0%+28.5%0.009%
4/27/2026 PAX Financial Group LLC141,683$13.08M2.2%+6.3%0.167%
4/27/2026 USAdvisors Wealth Management LLC81,124$7.47M2.5%+4.9%0.096%
4/27/2026 Private Advisor Group LLC269,954$24.91M0.1%+0.7%0.318%
4/27/2026 Elevation Point Wealth Partners LLC194,918$17.99M0.4%+4.5%0.230%
4/25/2026 Patten Group Inc.20,284$1.87M0.3%-2.5%0.024%
4/25/2026 Keybank National Association OH3,797$350K0.0%+8.6%0.004%
4/25/2026 Northwest Financial Advisors7,007$647K1.2%+8.3%0.008%
4/24/2026 Essex Financial Services Inc.35,589$3.28M0.2%+13.0%0.042%
4/24/2026 Secured Retirement Advisors LLC58,697$5.42M3.1%-1.1%0.069%
4/23/2026 Summit Investment Advisory Services LLC5,443$502K0.2%-18.4%0.006%
4/23/2026 Continuum Advisory LLC14,558$1.34M0.1%+9.2%0.017%
4/23/2026 Asset Allocation Strategies LLC94,582$8.73M1.5%+31.4%0.112%
4/23/2026 Apollon Financial LLC17,334$1.60M0.2%+203.4%0.020%
4/23/2026 Vicus Capital144,662$13.35M1.0%+2.6%0.171%
4/22/2026 Patriot Financial Group Insurance Agency LLC2,542$235K0.0%N/A0.003%
4/22/2026 Janney Montgomery Scott LLC92,112$8.50M0.0%+188.4%0.109%
4/22/2026 MRA Advisory Group116,458$10.75M4.4%+7.8%0.138%
4/22/2026 Boomfish Wealth Group LLC12,594$1.16M0.6%N/A0.015%
4/22/2026 Ramiah Investment Group12,633$1.17M1.2%-1.2%0.015%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC8,162$753K0.1%-4.5%0.010%
4/21/2026 ADG Wealth Management Group LLC4,686$432K0.3%+11.9%0.006%
4/21/2026 Decker Retirement Planning Inc.5,520$509K0.2%-4.9%0.007%
4/21/2026 Silver Oak Securities Incorporated7,992$737K0.1%+7.0%0.009%
4/21/2026 Fiduciary Alliance LLC38,622$3.59M0.2%+4.8%0.046%
4/20/2026 Cardinal Point Capital Management ULC2,311$213K0.0%-28.7%0.003%
4/20/2026 First PREMIER Bank11,805$1.09M0.3%+269.1%0.014%
4/20/2026 RFG Advisory LLC282,970$26.11M0.5%+47.8%0.336%
4/20/2026 Brown Lisle Cummings Inc.2,574$238K0.1%-6.2%0.003%
4/20/2026 Apella Capital LLC3,290$306K0.0%-3.9%0.004%
4/20/2026 Consilium Wealth Advisory LLC11,450$1.06M0.4%+43.6%0.014%
4/20/2026 Focused Wealth Management Inc2,908$268K0.0%-20.6%0.003%
4/18/2026 BCS Wealth Management76,934$7.10M1.4%-42.7%0.091%
4/18/2026 Steph & Co.114,755$10.59M3.0%-14.4%0.136%
4/17/2026 Krilogy Financial LLC14,609$1.35M0.0%-9.0%0.017%
4/17/2026 Signal Advisors Wealth LLC16,561$1.53M0.1%+15.9%0.020%
4/17/2026 Halbert Hargrove Global Advisors LLC72,059$6.65M0.3%-5.4%0.086%
4/17/2026 AdvisorNet Financial Inc161,029$14.86M0.8%+35.4%0.191%
4/17/2026 Capital Advisors Ltd. LLC2,686$248K0.0%+61.7%0.003%
4/17/2026 Brookstone Capital Management21,468$1.98M0.0%-9.5%0.026%
4/16/2026 Evolve Private Wealth LLC526,533$48.59M2.6%+12.9%0.626%
4/16/2026 Triad Wealth Partners LLC12,666$1.17M0.1%N/A0.015%
4/16/2026 Quotient Wealth Partners LLC2,255$208K0.0%N/A0.003%
4/16/2026 Freedom Financial Partners LLC54,959$5.07M1.8%+8.7%0.065%
4/16/2026 Founders Financial Securities LLC3,437$318K0.0%+3.9%0.004%
4/16/2026 Westmount Partners LLC5,290$488K0.1%+3.8%0.006%
4/15/2026 Nations Financial Group Inc. IA ADV71,458$6.59M0.3%+2.2%0.085%
3/23/2026 J. Derek Lewis & Associates Inc.3,585$334K0.1%N/A0.005%
3/17/2026Rockefeller Capital Management L.P.6,806$634K0.0%+24.6%0.009%
3/13/2026 World Investment Advisors6,004$559K0.0%+109.9%0.008%
3/9/2026Corient Private Wealth LLC16,351$1.52M0.0%+59.0%0.021%
3/4/2026Rehmann Capital Advisory Group9,301$867K0.0%+2.9%0.012%
3/3/2026 NWF Advisory Services Inc.2,379$221K0.0%-11.8%0.003%
2/26/2026TD Capital Management LLC116,230$10.82M1.0%+1.2%0.151%
2/24/2026Barnes Wealth Management Group Inc34,822$3.24M1.7%+2.1%0.045%
2/24/2026Lynch Investment Planning LLC153,154$14.32M13.7%N/A0.198%
2/20/2026 Catalyst Investment Management LLC87,606$8.15M7.7%N/A0.113%
2/19/2026Hamilton Wealth LLC41,750$3.89M0.7%-4.3%0.054%
2/19/2026Claris Financial LLC5,564$518K0.3%N/A0.007%
2/19/2026 First Growth Capital LLC10,412$974K0.9%N/A0.013%
2/19/2026 Axxcess Wealth Management LLC76,766$7.15M0.1%+1,980.9%0.099%


BOND Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BOND shares?

During the previous two years, 557 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 Tectonic Advisors LLC ($147.68M).Learn more on Pimco Total Return ETF's institutional investors.

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

Of the 505 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), CWM LLC ($1.36M), Koss Olinger Consulting LLC ($1.34M), Raymond James Financial Inc. ($1.03M), AE Wealth Management LLC ($1.02M), and Great Valley Advisor Group Inc. ($1.00M).

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

Institutional investors have bought a total of 19,481,172 shares in the last 24 months. This purchase volume represents approximately $1.81B in transactions.

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

Of the 227 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: Raymond James Financial Inc. ($419.50K), Prudent Investors Network Inc. ($395.38K), Thrivent Financial for Lutherans ($303.64K), CWM LLC ($291.55K), RFG Advisory LLC ($263.38K), Envestnet Asset Management Inc. ($252.34K), and Christian Investment Advisors Inc. ($224.77K).

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

Institutional investors have sold a total of 5,323,021 shares in the last 24 months. This volume of shares sold represents approximately $493.01M in transactions.



This page (NYSEARCA:BOND) was last updated on 5/5/2026 by MarketBeat.com Staff.
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