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Pimco Total Return ETF (BOND) Institutional Ownership

Pimco Total Return ETF logo
$91.80 0.00 (0.00%)
As of 07/2/2026 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)
396
Total
Institutional Inflows
(last 12 months)
$1.73B
Number of
Institutional Sellers
(last 12 months)
220
Total
Institutional Outflows
(last 12 months)
$432.33M
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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
7/2/2026 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%
5/27/2026Security 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%
5/8/2026Wilkerson 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%
5/7/2026Scarborough 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%
5/7/2026Financial 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%
5/6/2026Independent Financial Group LLC15,579$1.44M0.0%N/A0.018%
5/6/2026Prosperity Consulting Group LLC10,246$946K0.0%+4.8%0.012%
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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%
5/5/2026Harmony 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%
5/5/2026Sigma 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%
5/4/2026First 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%
5/4/2026Procyon 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%
5/1/2026Sequoia 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%
4/30/2026Base 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%
4/28/2026Fortitude 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%
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%
4/27/2026Appalachian Capital Management Ltd9,816$906K0.7%-1.5%0.012%
4/27/2026PFG 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%
4/27/2026Private Advisor Group LLC269,954$24.91M0.1%+0.7%0.318%
4/27/2026Elevation Point Wealth Partners LLC194,918$17.99M0.4%+4.5%0.230%
4/25/2026Patten Group Inc.20,284$1.87M0.3%-2.5%0.024%
4/25/2026Keybank National Association OH3,797$350K0.0%+8.6%0.004%
4/25/2026Northwest Financial Advisors7,007$647K1.2%+8.3%0.008%
4/24/2026Essex Financial Services Inc.35,589$3.28M0.2%+13.0%0.042%
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In 2023, Marc Chaikin's system flagged an automotive stock as bearish - and it fell 35% shortly after. Today, that same stock has earned a 'Very Bullish' rating after forming a major partnership with Nvidia to power AI-driven autonomous vehicles. This barely-known company was selected to handle the complex job of getting Nvidia's self-driving AI safely inside vehicles - positioning it at the center of a massive trend most investors are still missing through Tesla.tc pixel

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4/24/2026Secured Retirement Advisors LLC58,697$5.42M3.1%-1.1%0.069%
4/23/2026Summit Investment Advisory Services LLC5,443$502K0.2%-18.4%0.006%
4/23/2026Continuum Advisory LLC14,558$1.34M0.1%+9.2%0.017%
4/23/2026Asset Allocation Strategies LLC94,582$8.73M1.5%+31.4%0.112%
4/23/2026Apollon Financial LLC17,334$1.60M0.2%+203.4%0.020%
4/23/2026Vicus Capital144,662$13.35M1.0%+2.6%0.171%
4/22/2026Patriot Financial Group Insurance Agency LLC2,542$235K0.0%N/A0.003%
4/22/2026Janney Montgomery Scott LLC92,112$8.50M0.0%+188.4%0.109%
4/22/2026MRA Advisory Group116,458$10.75M4.4%+7.8%0.138%
4/22/2026Boomfish Wealth Group LLC12,594$1.16M0.6%N/A0.015%


BOND Institutional Ownership - Frequently Asked Questions

During the previous two years, 563 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 513 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), 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 18,609,759 shares in the last 24 months. This purchase volume represents approximately $1.73B in transactions.

Of the 220 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), CWM LLC ($291.55K), 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 4,666,992 shares in the last 24 months. This volume of shares sold represents approximately $432.33M in transactions.


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This page (NYSEARCA:BOND) was last updated on 7/6/2026 by MarketBeat.com Staff.
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