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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
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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
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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
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%
6/25/2026Hamilton 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%
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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%
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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.


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This page (NYSEARCA:BOND) was last updated on 7/26/2026 by MarketBeat.com Staff.
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