PIMCO Inv Grade Corp. BD ETFCORPETF

13F holders, Q2 2026 (June 30)
194holders −4
17new positions
21sold out
3famous investors
$96.90avg. 13F price*

At the end of Q2 2026, 194 institutions reported holding PIMCO Inv Grade Corp. BD ETF (CORP) in their 13F filings, down 4 from Q1 2026. 17 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($439.6M), LPL Financial LLC ($113.5M) and Morgan Stanley ($81.6M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
PIMCO Inv Grade Corp. BD ETF
Filed as
PIMCO ETF TR (Q2 2026)
CUSIP
72201R817
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 158Q1 2024Q2 2024: 161Q2 2024Q3 2024: 158Q3 2024Q4 2024: 178Q4 2024Q1 2025: 179Q1 2025Q2 2025: 173Q2 2025Q3 2025: 172Q3 2025Q4 2025: 192Q4 2025Q1 2026: 198Q1 2026Q2 2026: 194Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions17$10.1M
Exits21$40.0M

All 13F filers, Q1 2026 → Q2 2026: 654,226 shares bought and 14,782,752 shares sold, net −14,128,526 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 194 holders

Bank of America Corp. 0.03% Reduce -0.8% 4,536,365 $439.6M
LPL Financial LLC 0.03% Reduce -7.3% 1,170,855 $113.5M
Morgan Stanley 0.00% Add +10.8% 841,654 $81.6M
RAM Investment Partners, LLC 8.71% Add +5.9% 561,746 $54.4M
OneDigital Investment Advisors LLC 0.32% Add +3.6% 387,390 $37.5M
Allianz Asset Management GmbH 0.03% Add +12.5% 380,794 $36.9M
Mokosak Advisory Group, LLC 5.72% Add +5.6% 272,417 $26.4M
NewEdge Advisors, LLC 0.06% Reduce -9.0% 208,319 $20.2M
UBS Group AG 0.00% Add +1.3% 207,715 $20.1M
XML Financial, LLC 1.29% Reduce -0.8% 182,658 $17.7M
Novem Group 1.54% Add +4.0% 156,839 $15.2M
Gallagher Fiduciary Advisors, LLC 0.48% Reduce -98.9% 151,820 $14.7M
McAdam, LLC 0.52% Add +27.4% 139,192 $13.5M
RFG Advisory, LLC 0.17% Add +209.9% 109,483 $10.6M
Cetera Investment Advisers 0.01% Add +29.1% 108,776 $10.5M
Jones Financial Companies LLLP 0.00% Add +6.6% 101,464 $9.9M
Royal Bank of Canada 0.00% Reduce -6.8% 96,106 $9.3M
Myecfo, LLC 3.24% Add +7.0% 88,576 $8.6M
Islay Capital Management, LLC 3.91% Add +9.6% 85,564 $8.3M
Envestnet Asset Management Inc. 0.00% Add +2.8% 84,009 $8.1M
Wells Fargo & Company 0.00% Add +6.0% 83,720 $8.1M
Evensky & Katz LLC 0.41% Add +27.5% 82,927 $8.0M
Modern Wealth Management, LLC 0.09% Reduce -45.4% 79,372 $7.7M
MML Investors Services, LLC 0.02% Add +9.2% 79,101 $7.7M
Ameriprise Financial Inc. 0.00% Add +8.1% 73,274 $7.1M
Modera Wealth Management, LLC 0.07% New 71,487 $6.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +6.3% 70,825 $6.9M
Waverly Advisors, LLC 0.04% Add +2.5% 62,382 $6.0M
Private Advisor Group, LLC 0.03% Add +2.5% 61,285 $5.9M
Mariner, LLC 0.01% Add +481.8% 59,812 $5.8M
Cerity Partners LLC 0.01% Reduce -1.1% 58,910 $5.7M
Dakota Wealth Management 0.10% Add +5.2% 55,926 $5.4M
CreativeOne Wealth, LLC 0.12% Reduce -3.2% 55,179 $5.3M
Raymond James Financial Inc. 0.00% Add +7.5% 54,493 $5.3M
Fortis Capital Management LLC 0.59% Reduce -6.0% 54,312 $5.3M
Ausdal Financial Partners, Inc. 0.21% Reduce -36.0% 53,985 $5.2M
Osaic Holdings, Inc. 0.01% Add +4.6% 53,003 $5.1M
True North Advisors, LLC 0.47% Add +0.6% 50,239 $4.9M
Bernard Wealth Management Corp. 1.79% Add +8.9% 50,079 $4.9M
First American Trust, FSB 0.28% Add +24.7% 48,081 $4.7M
Cape Cod Five Cents Savings Bank 0.38% — 47,974 $4.6M
JPMorgan Chase & Co. 0.00% Add +32.4% 47,601 $4.6M
Independent Financial Group, LLC 0.08% Add +24.3% 42,389 $4.1M
Integrated Wealth Concepts LLC 0.02% Add +0.3% 38,996 $3.8M
Summit Financial, LLC 0.04% Reduce -5.3% 35,708 $3.5M
Wayfinding Financial, LLC 1.29% Add +6.9% 35,044 $3.4M
Parr McKnight Wealth Management Group, LLC 0.40% Add +6.1% 34,525 $3.3M
Shepherd Kaplan Krochuk, LLC 2.49% Reduce -5.5% 32,386 $3.1M
Baird Financial Group, Inc. 0.00% Add +12.5% 28,726 $2.8M
PAX Financial Group, LLC 0.41% Reduce -0.1% 28,544 $2.8M
Strategic Blueprint, LLC 0.13% Add +0.8% 26,599 $2.6M
Capital Analysts, LLC 0.06% Add +12.9% 25,937 $2.5M
Cannon Advisors, Inc. 1.45% Add +56.5% 24,996 $2.4M
Citadel Advisors 0.00% Reduce -63.7% 23,733 $2.3M
GeoWealth Management, LLC 0.07% Reduce -14.0% 22,188 $2.2M
Truist Financial Corp. 0.00% Reduce -13.7% 21,311 $2.1M
Mutual Advisors, LLC 0.04% Add +13.3% 19,982 $1.9M
Great Waters Wealth Management 0.16% Reduce -3.0% 18,053 $1.7M
Sequoia Financial Advisors, LLC 0.01% Reduce -49.7% 17,935 $1.7M
Asset One Wealth Management LLC 0.18% Add +10.0% 17,430 $1.7M
BNP Paribas 0.05% Add +16.6% 17,156 $1.7M
Unique Wealth Strategies, LLC 0.61% Add +1.0% 17,142 $1.7M
Alliance Wealth Management Group 0.32% Reduce -25.3% 16,707 $1.6M
Towercrest Capital Management 0.23% Reduce -25.3% 16,707 $1.6M
Kingsview Wealth Management, LLC 0.02% Add +15.0% 16,009 $1.6M
Sanctuary Advisors, LLC 0.01% Reduce -1.6% 15,963 $1.5M
Security Financial Services, INC. 0.21% Reduce -3.6% 15,673 $1.5M
AE Wealth Management LLC 0.01% Add +104.6% 14,885 $1.4M
Bank of New York Mellon Corp 0.00% Add +28.7% 14,681 $1.4M
DAVENPORT & Co LLC 0.01% Add +1.8% 14,559 $1.4M
Van Hulzen Asset Management, LLC 0.10% Add +155.9% 14,505 $1.4M
Laurel Oak Wealth Management, LLC 0.20% Add +0.1% 14,071 $1.4M
IPG Investment Advisors LLC 0.19% No change 13,750 $1.3M
HighTower Advisors, LLC 0.00% Add +1.3% 13,607 $1.3M
Stifel Financial Corp. 0.00% Reduce -4.1% 13,366 $1.3M
Farther Finance Advisors, LLC 0.01% Reduce -17.7% 13,329 $1.3M
Financial Freedom, LLC 0.59% Reduce -0.1% 13,246 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Add +13.9% 12,223 $1.2M
Commonwealth Equity Services, LLC 0.00% Add +5.6% 11,951 $1.2M
Gotham Asset Management 0.00% No change 11,890 $1.2M
Savvy Advisors, Inc. 0.02% No change 11,760 $1.1M
BAM Wealth Management, LLC 0.66% Reduce -8.3% 10,901 $1.1M
AQR Capital Management 0.00% Add +185.6% 10,389 $1.0M
Jefferies Financial Group Inc. 0.01% Reduce -1.5% 10,244 $993K
Advisory Services Network, LLC 0.01% Reduce -3.4% 9,538 $924K
PFG Advisors 0.05% Reduce -6.9% 9,460 $917K
Allianz SE 0.01% No change 9,000 $872K
Equitable Holdings, Inc. 0.00% Add +71.6% 8,303 $805K
Arrowroot Family Office, LLC 0.23% Add +1.0% 8,220 $796K
Milestone Asset Management, LLC 0.12% Reduce -6.0% 8,110 $786K
Ameritas Advisory Services, LLC 0.02% Add +110.9% 7,868 $762K
Trek Financial, LLC 0.04% New 7,477 $725K
Performance Wealth Partners, LLC 0.02% Reduce -0.3% 7,176 $695K
Great Valley Advisor Group, Inc. 0.01% Reduce -6.7% 6,441 $624K
Nicholas Wealth, LLC. 0.34% Add +46.1% 6,368 $617K
Flow Traders U.S. LLC 0.03% Reduce -73.5% 6,353 $616K
BLB&B Advisors, LLC 0.02% Reduce -16.5% 6,213 $602K
Focus Partners Wealth 0.00% Add +3.1% 6,210 $602K
Boomfish Wealth Group, LLC 0.27% Add +3.8% 6,100 $591K
PKS Advisory Services, LLC 0.09% New 5,522 $535K

"% of holder's portfolio" is CORP's weight in each manager's 13F, not the share of PIMCO Inv Grade Corp. BD ETF the manager owns.

Show all 194 holders