2 institutions reported holding $2.9M of PIMCO TOTAL RETURN I3 (PTTNX) in SEC 13F filings for 2026-03-31. Largest institutional holders: LIBERTY WEALTH MANAGEMENT LLC ($2.9M), Garton & Associates Financial Advisors LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LIBERTY WEALTH MANAGEMENT LLC | $2.9M | 326,619 | New |
| 2 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31