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Pimco Total Return ETF (BOND) Institutional Ownership

Pimco Total Return ETF logo
$90.62 -0.29 (-0.32%)
As of 08/14/2026 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)
363
Total
Institutional Inflows
(last 12 months)
$1.38B
Number of
Institutional Sellers
(last 12 months)
177
Total
Institutional Outflows
(last 12 months)
$257.10M
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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
8/12/2026 Compass Financial Management LLC38,953$2.50M0.3%N/A0.042%
8/7/2026 Trust Co. of Vermont780$72K0.0%N/A0.001%
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%
6/25/2026 Hamilton Wealth LLC37,446$3.46M0.7%-10.3%0.044%
6/3/2026 Parallel Advisors LLC13,326$1.23M0.0%-11.0%0.016%
6/3/2026 NewEdge 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%
5/19/2026 Hamilton Wealth LLC112,338$10.37M0.7%+169.1%0.132%
5/19/2026Centaurus Financial Inc.2,660$245K0.0%N/A0.003%
5/19/2026 Arkadios Wealth Advisors23,558$2.17M0.0%+115.0%0.028%
5/19/2026Claris Financial LLC5,367$495K0.3%-3.5%0.006%
5/18/2026 EverSource Wealth Advisors LLC1,640$151K0.0%-37.5%0.002%
5/18/2026Royal Bank of Canada641,859$59.23M0.0%+1.1%0.753%
5/15/2026 Intelligence Driven Advisers LLC28,368$2.62M0.5%-14.3%0.033%
5/15/2026 Gateway 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%
5/14/2026 Renaissance Technologies LLC8,500$784K0.0%-72.7%0.010%
5/14/2026 Aristides Capital LLC10,268$948K0.2%-31.4%0.012%
5/14/2026 Lido Advisors LLC20,750$1.92M0.0%-45.5%0.024%
5/13/2026 Cetera Investment Advisers1,113,996$102.80M0.1%+18.0%1.306%
5/13/2026 Wealthspire Retirement LLC3,971$366K0.0%-13.4%0.005%
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5/13/2026 Signature Equity Partners LLC2,824$261K0.1%+7.1%0.003%
5/8/2026 PNC Financial Services Group Inc.218,818$20.19M0.0%+7.6%0.257%
5/8/2026 Wilkerson Advisory Group LLC31,950$2.95M1.0%+4.5%0.037%
5/8/2026 Maimon Wealth Management LTD.48,865$4.50M3.9%+13.4%0.057%
5/7/2026 Scarborough Advisors LLC297$27K0.0%+102.0%0.000%
5/7/2026 Parallel Advisors LLC13,326$1.23M0.0%-11.0%0.016%
5/7/2026 Koss 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%
5/7/2026 Hershey Financial Advisers LLC2,461$227K0.2%N/A0.003%
5/6/2026 Aviance Capital Partners LLC58,273$5.38M0.6%+4.0%0.068%
5/6/2026 FSA Advisors Inc.5,214$481K0.3%-12.4%0.006%
5/6/2026 Cornerstone Planning Group LLC447$41K0.0%+40.6%0.001%
5/6/2026 Modera Wealth Management LLC5,425$501K0.0%N/A0.006%
5/6/2026 Assetmark Inc.957$88K0.0%-17.6%0.001%
5/6/2026 Gould Asset Management LLC CA125,987$11.63M2.0%+4.1%0.148%
5/6/2026 Bessemer Group Inc.4,200$388K0.0%N/A0.005%
5/6/2026 Independent Financial Group LLC15,579$1.44M0.0%N/A0.018%
5/6/2026 Prosperity Consulting Group LLC10,246$946K0.0%+4.8%0.012%
5/6/2026 Birchwood Financial Partners Inc.50,727$4.68M4.5%+12.5%0.059%
5/6/2026 Helium Advisors LLC6,315$583K0.6%N/A0.007%
5/5/2026 D.A. Davidson & CO.117,731$10.86M0.1%-5.0%0.138%
5/5/2026 Bank 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%
5/5/2026 Geneos Wealth Management Inc.49,030$4.53M0.1%+13.0%0.057%
5/5/2026 Sanctuary 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%
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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%
4/28/2026GM 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%
4/27/2026World Investment Advisors7,716$712K0.0%+28.5%0.009%


BOND Institutional Ownership - Frequently Asked Questions

During the previous two years, 554 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 500 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 ($1.49M), CWM LLC ($1.21M), Koss Olinger Consulting LLC ($1.08M), NewEdge Advisors LLC ($1.08M), Raymond James Financial Inc. ($1.03M), and Great Valley Advisor Group Inc. ($1.00M).

Institutional investors have bought a total of 14,795,087 shares in the last 24 months. This purchase volume represents approximately $1.38B in transactions.

Of the 173 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), Flaharty Asset Management LLC ($264.95K), Your Advocates Ltd. LLP ($223.01K), UBS Group AG ($129.71K), M Holdings Securities Inc. ($116.36K), Founders Financial Securities LLC ($109.84K), and SimpliFi Inc. ($108.05K).

Institutional investors have sold a total of 2,765,929 shares in the last 24 months. This volume of shares sold represents approximately $257.10M in transactions.


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Institutional ownership data for NYSEARCA:BOND is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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