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Pimco Total Return ETF (BOND) Institutional Ownership

Pimco Total Return ETF logo
$90.74 +0.39 (+0.43%)
As of 01/21/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
237
Total
Institutional Inflows
(last 12 months)
$689.18M
Number of
Institutional Sellers
(last 12 months)
134
Total
Institutional Outflows
(last 12 months)
$211.24M
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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
1/21/2025Summit Investment Advisory Services LLC5,629$509K0.3%-5.6%0.012%
1/21/2025Avaii Wealth Management LLC2,410$218K0.1%N/A0.005%
1/21/2025Duncan Williams Asset Management LLC7,556$683K0.3%+113.9%0.016%
1/21/2025Affiance Financial LLC36,219$3.28M0.8%+15.8%0.079%
1/21/2025Cedar Mountain Advisors LLC561$51K0.0%-55.0%0.001%
1/21/2025Cyndeo Wealth Partners LLC10,962$991K0.1%-12.1%0.024%
1/21/2025Geneos Wealth Management Inc.36,527$3.30M0.1%-1.0%0.079%
1/21/2025Eclectic Associates Inc. ADV31,079$2.81M0.8%+216.5%0.068%
1/21/2025Southland Equity Partners LLC256,632$23.21M5.4%-0.3%0.558%
1/21/2025LexAurum Advisors LLC4,226$382K0.1%+7.0%0.009%
1/21/2025RFG Advisory LLC400,887$36.25M1.0%+2.6%0.872%
1/21/2025MFA Wealth Services12,318$1.11M0.9%N/A0.027%
1/21/2025Cornerstone Wealth Management LLC165,985$15.01M1.0%+56.1%0.361%
1/17/2025 Capital Planning Advisors LLC38,876$3.52M0.5%-9.2%0.085%
1/17/2025 Goldstein Advisors LLC248,188$22.44M3.3%+10.1%0.540%
1/17/2025 Hudson Capital Management LLC310,891$28.11M8.7%+2.2%0.676%
1/17/2025 Janney Montgomery Scott LLC28,532$2.58M0.0%-2.6%0.062%
1/17/2025 Westside Investment Management Inc.13,981$1.26M0.3%-4.8%0.030%
1/17/2025 Wall Street Financial Group Inc.10,361$937K0.9%+91.3%0.023%
1/17/2025 Alpha Cubed Investments LLC189,046$17.09M0.8%-10.2%0.411%
1/16/2025 Koshinski Asset Management Inc.30,154$2.73M0.0%+2.4%0.066%
1/16/2025 Lionsbridge Wealth Management LLC4,579$414K0.3%-3.2%0.010%
1/16/2025 Kaydan Wealth Management Inc.6,854$620K0.2%+86.8%0.015%
1/16/2025 Arbor Trust Wealth Advisors LLC8,809$800K0.4%-6.6%0.019%
1/16/2025 Romano Brothers AND Company9,300$841K0.1%+11.9%0.020%
1/15/2025 Taylor & Morgan Wealth Management LLC21,570$1.95M1.4%N/A0.047%
1/15/2025 Krilogy Financial LLC13,027$1.18M0.1%+2.2%0.028%
1/15/2025 Ameritas Advisory Services LLC7,747$700K0.0%+6.2%0.017%
1/15/2025 Arkadios Wealth Advisors5,542$501K0.0%+6.1%0.012%
1/15/2025 Merit Financial Group LLC6,799$615K0.0%N/A0.015%
1/15/2025 Householder Group Estate & Retirement Specialist LLC3,453$312K0.2%+732.0%0.008%
1/15/2025 Wealthcare Advisory Partners LLC17,124$1.55M0.0%-4.5%0.037%
1/15/2025 Procyon Advisors LLC9,175$830K0.1%-3.9%0.020%
1/15/2025 Capital Planning LLC33,477$3.04M0.8%N/A0.073%
1/15/2025 Decker Retirement Planning Inc.5,389$487K0.3%N/A0.012%
1/15/2025 Bouvel Investment Partners LLC121,748$11.01M4.0%-1.6%0.265%
1/14/2025 SignalPoint Asset Management LLC32,354$2.93M0.7%+46.5%0.070%
1/14/2025 Steph & Co.105,493$9.54M3.2%-13.0%0.229%
1/14/2025 Rovin Capital UT ADV12,201$1.10M0.4%-13.4%0.027%
1/14/2025 Apella Capital LLC3,911$354K0.0%-11.6%0.009%
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1/14/2025 Park Avenue Securities LLC8,007$724K0.0%N/A0.017%
1/14/2025 Pacifica Partners Inc.64,092$5.80M2.5%-2.0%0.139%
1/14/2025 Mayfair Advisory Group LLC5,672$513K0.3%-2.7%0.012%
1/14/2025 Cardinal Point Capital Management ULC11,640$1.06M0.2%-30.5%0.025%
1/14/2025 Signal Advisors Wealth LLC3,466$315K0.0%+5.0%0.008%
1/13/2025 BCS Wealth Management36,970$3.34M0.8%+16.4%0.080%
1/13/2025 AdvisorNet Financial Inc106,488$9.63M0.8%+41.6%0.232%
1/13/2025 Atmos Advisory LLC8,777$794K0.6%N/A0.019%
1/13/2025 Elevated Capital Advisors LLC60,006$5.43M1.5%+2.6%0.130%
1/13/2025 Kwmg LLC132,675$12.00M1.2%+1.4%0.288%
1/13/2025 Cooper Financial Group28,293$2.56M0.3%-1.4%0.062%
1/13/2025 Westmount Partners LLC5,139$465K0.1%+10.6%0.011%
1/13/2025 Fragasso Financial Advisors Inc19,058$1.72M0.1%-12.6%0.041%
1/13/2025 ACT Advisors LLC.5,343$483K0.3%+129.8%0.012%
1/13/2025 Brookstone Capital Management103,634$9.37M0.1%+45.4%0.225%
1/13/2025 EWG Elevate Inc.24,241$2.19M0.7%+8.0%0.053%
1/10/2025 Avondale Wealth Management3,500$316K0.2%-9.1%0.008%
1/10/2025 ORG Partners LLC6,729$609K0.1%+3.6%0.015%
1/10/2025 Watts Gwilliam & Co. LLC11,444$1.03M0.2%-3.2%0.025%
1/8/2025 Legacy Private Trust Co.231,669$20.95M1.4%+9.0%0.504%
1/8/2025 International Assets Investment Management LLC5,332$482K0.0%-98.8%0.012%
1/2/2025 Old Port Advisors2,769$250K0.1%-8.3%0.006%
12/26/2024JPMorgan Chase & Co.533,646$50.49M0.0%+19.5%1.160%
12/13/2024B. Riley Wealth Advisors Inc.134,938$12.74M0.4%-12.3%0.293%
12/3/2024Denver PWM LLC79,357$7.51M2.8%-2.1%0.173%
11/25/2024Destination Wealth Management92,868$8.79M0.3%+2.2%0.202%
11/25/2024Wilmington Savings Fund Society FSB9,145$865K0.0%N/A0.020%
11/25/2024Sanctuary Advisors LLC347,900$31.82M0.2%+1,646.8%0.756%
11/20/2024 Westside Investment Management Inc.14,681$1.38M0.3%+10.8%0.032%
11/18/2024Rehmann Capital Advisory Group7,389$699K0.0%-5.0%0.016%
11/15/2024Goodman Advisory Group LLC39,243$3.71M1.1%N/A0.085%
11/15/2024Continuum Advisory LLC8,512$776K0.1%+434.0%0.019%
11/15/2024MML Investors Services LLC154,443$14.61M0.1%+12.6%0.336%
11/15/2024Dunhill Financial LLC99,179$9.38M4.8%-1.1%0.216%
11/15/2024Orion Portfolio Solutions LLC73,612$6.96M0.2%+1.0%0.160%
11/15/2024National Bank of Canada FI20,695$1.96M0.0%-13.5%0.045%
11/15/2024Glen Eagle Advisors LLC4,017$380K0.1%+13.4%0.009%
11/15/2024EP Wealth Advisors LLC25,857$2.45M0.0%+5.5%0.056%
11/15/2024Jane Street Group LLC24,846$2.35M0.0%+726.8%0.054%
11/15/2024Stifel Financial Corp254,670$24.09M0.0%+7.1%0.554%
11/15/2024SYM FINANCIAL Corp481$46K0.0%+2,431.6%0.001%
11/15/2024Menard Financial Group LLC27,064$2.56M1.7%-2.2%0.059%
11/15/2024IHT Wealth Management LLC5,863$554K0.0%+100.2%0.013%
11/15/2024Integrated Wealth Concepts LLC80,094$7.58M0.1%+4.6%0.174%
11/15/2024HighTower Advisors LLC103,048$9.75M0.0%+153.3%0.224%
11/15/2024Mark Sheptoff Financial Planning LLC264$25K0.0%-40.0%0.001%
11/14/2024Captrust Financial Advisors129,600$12.26M0.0%-0.3%0.282%
11/14/2024CreativeOne Wealth LLC330,565$31.28M1.1%+85.1%0.719%
11/13/2024Freedom Investment Management Inc.196,868$18.63M1.5%+0.5%0.428%
11/13/2024Insight Wealth Partners LLC23,791$2.25M0.4%+6.2%0.052%
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11/13/2024D.A. Davidson & CO.46,038$4.36M0.0%-0.8%0.100%
11/13/2024Elios Financial Group Inc.2,367$224K0.1%N/A0.005%
11/13/2024Bank of Montreal Can52,216$4.95M0.0%+5.5%0.114%
11/13/2024Private Trust Co. NA2,940$278K0.0%+49.0%0.006%
11/12/2024Larson Financial Group LLC1,794$170K0.0%+13.6%0.004%
11/12/2024Kingsview Wealth Management LLC11,181$1.06M0.0%+29.0%0.024%
11/12/2024Cerity Partners LLC12,661$1.20M0.0%+107.4%0.028%
11/12/2024Advisory Services & Investments LLC42,647$4.04M2.7%+3.1%0.093%
11/12/2024M Holdings Securities Inc.112,910$10.68M2.7%+10.2%0.246%
11/12/2024GM Advisory Group LLC99,904$9.45M0.6%-4.9%0.217%
(Data available from 1/1/2016 forward)

BOND Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BOND shares?

During the previous two years, 426 institutional investors and hedge funds held shares of Pimco Total Return ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($171.78B), CWM LLC ($341.77M), Tectonic Advisors LLC ($172.97M), Envestnet Asset Management Inc. ($131.87M), LPL Financial LLC ($120.50M), OneDigital Investment Advisors LLC ($96.96M), and Osaic Holdings Inc. ($94.30M).Learn more on BOND's institutional investors.

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

Of the 351 institutional investors that purchased Pimco Total Return ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Osaic Holdings Inc. ($1.88M), CWM LLC ($1.32M), LPL Financial LLC ($797.98K), Orion Portfolio Solutions LLC ($730.58K), Ferguson Shapiro LLC ($596.84K), Essential Planning LLC. ($471.50K), and International Assets Investment Management LLC ($445.33K).

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

Institutional investors have bought a total of 17,129,021 shares in the last 24 months. This purchase volume represents approximately $1.58B in transactions.

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

Of the 239 institutional investors that sold Pimco Total Return ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($446.24K), Your Advocates Ltd. LLP ($429.00K), Mercer Global Advisors Inc. ADV ($357.72K), Fragasso Group Inc. ($307.90K), Cardinal Point Capital Management ULC ($301.15K), Osaic Holdings Inc. ($286.33K), and Envestnet Asset Management Inc. ($244.42K).

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

Institutional investors have sold a total of 6,224,183 shares in the last 24 months. This volume of shares sold represents approximately $570.81M in transactions.



This page (NYSEARCA:BOND) was last updated on 1/22/2025 by MarketBeat.com Staff
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