PIMCO Inv Grade Corp. BD ETFCORPETF
13F holders, Q4 2024 (December 31)178holders +20
23new positions
11sold out
3famous investors
$94.99avg. 13F price*
At the end of Q4 2024, 178 institutions reported holding PIMCO Inv Grade Corp. BD ETF (CORP) in their 13F filings, up 20 from Q3 2024. 23 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($197.8M), Cwm, LLC ($125.2M) and Migdal Insurance & Financial Holdings Ltd. ($90.2M). 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 Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- PIMCO Inv Grade Corp. BD ETF
- Filed as
- PIMCO ETF TR (Q4 2024)
- CUSIP
- 72201R817
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $15.1M |
| Exits | 11 | $4.2M |
All 13F filers, Q3 2024 → Q4 2024: 1,062,963 shares bought and 672,848 shares sold, net +390,115 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 178 holders
| Bank of America Corp. | 0.02% | Add +20.6% | 2,079,795 | $197.8M |
| Cwm, LLC | 0.52% | Add +13.2% | 1,316,373 | $125.2M |
| Migdal Insurance & Financial Holdings Ltd. | 1.29% | Add +3.8% | 944,344 | $90.2M |
| LPL Financial LLC | 0.03% | Reduce -9.1% | 647,551 | $61.6M |
| Morgan Stanley | 0.00% | Add +2.1% | 572,934 | $54.5M |
| Allianz Asset Management GmbH | 0.05% | Reduce -10.2% | 326,891 | $31.1M |
| OneDigital Investment Advisors LLC | 0.35% | Add +28.1% | 318,168 | $30.3M |
| RAM Investment Partners, LLC | 7.42% | Add +13.7% | 317,422 | $30.2M |
| Mokosak Advisory Group, LLC | 5.90% | Add +1.8% | 207,042 | $19.7M |
| UBS Group AG | 0.00% | Add +7.2% | 194,072 | $18.5M |
| XML Financial, LLC | 1.45% | Add +2.7% | 166,118 | $15.8M |
| CreativeOne Wealth, LLC | 0.42% | Add +19.8% | 142,490 | $13.6M |
| Fortis Capital Management LLC | 2.48% | Add +46.0% | 140,043 | $13.3M |
| Agilis Partners LLC | 3.83% | Reduce -6.1% | 133,817 | $12.7M |
| Royal Bank of Canada | 0.00% | Reduce -10.2% | 112,991 | $10.7M |
| Novem Group | 1.51% | — | 106,979 | $10.2M |
| Towercrest Capital Management | 1.52% | Reduce -3.1% | 99,074 | $9.4M |
| Alliance Wealth Management Group | 2.52% | Reduce -3.1% | 98,868 | $9.4M |
| Net Worth Advisory Group | 2.77% | Reduce -0.5% | 95,862 | $9.1M |
| McAdam, LLC | 0.48% | Add +2.2% | 91,981 | $8.7M |
| Raymond James Financial Inc. | 0.00% | — | 87,664 | $8.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.1% | 86,639 | $8.2M |
| Wells Fargo & Company | 0.00% | Reduce -4.2% | 82,098 | $7.8M |
| MML Investors Services, LLC | 0.03% | Add +0.3% | 76,092 | $7.2M |
| Ausdal Financial Partners, Inc. | 0.60% | Add +0.9% | 73,587 | $7.0M |
| Cerity Partners LLC | 0.01% | Reduce -6.6% | 69,326 | $6.6M |
| NewEdge Advisors, LLC | 0.04% | Add +77.2% | 64,383 | $6.1M |
| Cape Cod Five Cents Savings Bank | 0.53% | No change | 59,858 | $6.0M |
| Private Advisor Group, LLC | 0.03% | Add +1.4% | 61,026 | $5.8M |
| PAX Financial Group, LLC | 1.03% | Add +9.7% | 60,656 | $5.8M |
| Martin Worley Group | 3.19% | — | 53,635 | $5.1M |
| Myecfo, LLC | 2.62% | Add +17.6% | 50,696 | $4.9M |
| Evensky & Katz LLC | 0.31% | Add +28.0% | 50,474 | $4.8M |
| Independent Advisor Alliance | 0.06% | New | 50,433 | $4.8M |
| Jones Financial Companies LLLP | 0.00% | Add +4.1% | 49,457 | $4.7M |
| Lindenwold Advisors, INC | 2.42% | Add +6.4% | 47,580 | $4.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.0% | 46,751 | $4.4M |
| Cetera Investment Advisers | 0.01% | Add +6.1% | 45,876 | $4.4M |
| GeoWealth Management, LLC | 0.14% | Reduce -3.1% | 45,840 | $4.4M |
| Avantax Advisory Services, Inc. | 0.03% | Add +40.0% | 42,230 | $4.0M |
| Integrated Wealth Concepts LLC | 0.04% | Add +71.6% | 38,153 | $3.6M |
| Pure Portfolios Holdings LLC | 1.34% | Add +9.8% | 38,023 | $3.6M |
| JPMorgan Chase & Co. | 0.00% | Add +3.6% | 35,645 | $3.4M |
| Shepherd Kaplan Krochuk, LLC | 2.69% | Reduce -10.4% | 33,776 | $3.2M |
| Jane Street Group, LLC | 0.01% | Reduce -19.7% | 33,629 | $3.2M |
| Islay Capital Management, LLC | 2.23% | Add +3.9% | 33,473 | $3.2M |
| Bernard Wealth Management Corp. | 1.42% | — | 31,744 | $3.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -75.6% | 31,037 | $3.0M |
| Independent Financial Group, LLC | 0.09% | Add +3.2% | 29,702 | $2.8M |
| Baird Financial Group, Inc. | 0.01% | Add +0.8% | 29,226 | $2.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -5.0% | 27,620 | $2.6M |
| One Capital Management, LLC | 0.08% | New | 26,483 | $2.5M |
| CFC Planning Co LLC | 2.56% | — | 25,137 | $2.4M |
| Citadel Advisors | 0.00% | New | 22,157 | $2.1M |
| Madden Advisory Services, Inc. | 0.97% | Add +17.1% | 21,997 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -20.1% | 21,813 | $2.1M |
| Equitable Holdings, Inc. | 0.02% | Add +6.8% | 20,483 | $1.9M |
| Financial Freedom, LLC | 0.97% | Reduce -1.8% | 19,288 | $1.8M |
| Cannon Advisors, Inc. | 1.47% | Reduce -2.6% | 18,167 | $1.7M |
| Allworth Financial LP | 0.01% | Reduce -56.8% | 18,080 | $1.7M |
| Great Waters Wealth Management | 0.22% | Reduce -3.6% | 17,887 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -3.3% | 15,590 | $1.5M |
| Security Financial Services, INC. | 0.30% | Add +43.5% | 15,575 | $1.5M |
| Graypoint LLC | 0.09% | Reduce -60.3% | 15,368 | $1.5M |
| Fortitude Financial, LLC | 0.81% | — | 15,259 | $1.5M |
| Unique Wealth Strategies, LLC | 0.62% | Add +3.2% | 14,910 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +1.3% | 14,863 | $1.4M |
| Milestone Asset Management, LLC | 0.30% | Reduce -2.0% | 14,444 | $1.4M |
| Gallacher Capital Management LLC | 0.68% | Add +0.0% | 14,355 | $1.4M |
| Faithward Advisors, LLC | 0.23% | Reduce -13.2% | 14,043 | $1.3M |
| First National Corp. /Ma/ | 0.30% | Add +0.5% | 13,961 | $1.3M |
| IPG Investment Advisors LLC | 0.30% | No change | 13,750 | $1.3M |
| Kingsview Wealth Management, LLC | 0.03% | Add +7.9% | 13,729 | $1.3M |
| Capital Analysts, LLC | 0.05% | Reduce -3.5% | 12,684 | $1.2M |
| Old Mission Capital LLC | 0.03% | New | 12,268 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +0.5% | 12,202 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Add +207.2% | 12,194 | $1.2M |
| Gotham Asset Management | 0.01% | New | 11,890 | $1.1M |
| Barnes Wealth Management Group, Inc | 0.72% | — | 11,219 | $1.1M |
| PFG Advisors | 0.06% | Reduce -0.2% | 11,042 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Add +3.6% | 10,465 | $995K |
| BNP Paribas | 0.01% | Reduce -1.3% | 9,423 | $896K |
| Commonwealth Equity Services, LLC | 0.00% | Add +38.6% | 9,235 | $878K |
| GGM Financial LLC | 0.93% | Add +0.7% | 9,152 | $870K |
| Allianz Investment Management U.S. LLC | 0.06% | No change | 9,000 | $856K |
| Cibc World Market Inc. | 0.00% | Reduce -5.6% | 8,986 | $855K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -2.6% | 8,687 | $826K |
| Bank of Montreal | 0.00% | Add +45.7% | 8,286 | $788K |
| Arrowroot Family Office, LLC | 0.40% | Add +0.3% | 8,052 | $766K |
| Principal Securities, Inc. | 0.02% | Add +16.8% | 8,047 | $765K |
| Strategic Blueprint, LLC | 0.04% | Add +62.3% | 7,820 | $744K |
| Performance Wealth Partners, LLC | 0.02% | Reduce -10.1% | 7,391 | $703K |
| Signet Financial Management, LLC | 0.09% | Reduce -0.5% | 7,379 | $702K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -24.3% | 6,978 | $664K |
| Susquehanna International Group, LLP | 0.00% | New | 6,841 | $651K |
| Element Wealth, LLC | 0.33% | Add +0.2% | 6,569 | $625K |
| Focus Partners Wealth | 0.00% | Reduce -8.0% | 6,427 | $611K |
| Stifel Financial Corp. | 0.00% | Reduce -34.2% | 6,349 | $604K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -94.8% | 6,248 | $594K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +3.6% | 6,018 | $573K |
| Barden Capital Management, Inc. | 0.46% | Reduce -8.4% | 5,652 | $538K |
| Clear Creek Financial Management, LLC | 0.06% | Add +3.9% | 5,574 | $530K |
| Prevail Innovative Wealth Advisors, LLC | 0.15% | Add +45.4% | 5,302 | $504K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -39.0% | 4,735 | $452K |
| Boomfish Wealth Group, LLC | 0.27% | New | 4,606 | $438K |
| Stonebridge Financial Group, LLC | 0.05% | — | 4,334 | $412K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.0% | 4,260 | $405K |
| Rialto Wealth Management, LLC | 0.13% | — | 4,213 | $401K |
| Keystone Wealth Services, LLC | 0.11% | Add +3.8% | 4,202 | $400K |
| Glass Jacobson Investment Advisors llc | 0.13% | Reduce -11.1% | 4,120 | $392K |
| Ehrlich Financial Group | 0.27% | Add +11.9% | 3,991 | $380K |
| Comerica Bank | 0.00% | Add +4.3% | 3,957 | $376K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 3,702 | $352K |
| Modern Wealth Management, LLC | 0.01% | Reduce -27.5% | 3,537 | $336K |
| Moloney Securities Asset Management, LLC | 0.04% | New | 3,291 | $313K |
| Waverly Advisors, LLC | 0.00% | New | 3,245 | $309K |
| Fisher Asset Management | 0.00% | Reduce -2.1% | 3,170 | $301K |
| Kickstand Ventures, Llc. | 0.07% | Reduce -4.2% | 3,011 | $286K |
| Peak Financial Management, Inc. | 0.09% | No change | 2,985 | $284K |
| BCS Wealth Management | 0.07% | Add +7.4% | 2,939 | $280K |
| HRT Financial LP | 0.00% | New | 2,928 | $278K |
| PrairieView Partners, LLC | 0.03% | Add +254.1% | 2,900 | $275K |
| Keystone Financial Group | 0.03% | New | 2,830 | $269K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -23.6% | 2,745 | $261K |
| IFP Advisors, Inc | 0.01% | Add +0.3% | 2,626 | $250K |
| Triumph Capital Management | 0.08% | Reduce -12.6% | 2,573 | $245K |
| Detalus Advisors, LLC | 0.08% | New | 2,570 | $244K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 2,456 | $234K |
| Brookstone Capital Management | 0.00% | Reduce -27.3% | 2,214 | $211K |
| Lido Advisors, LLC | 0.00% | Reduce -16.9% | 2,098 | $200K |
| Vermillion Wealth Management, Inc. | 0.10% | — | 2,050 | $195K |
| Novak & Powell Financial Services, Inc. | 0.11% | New | 21,629 | $192K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.2% | 1,770 | $168K |
| Harbour Investments, Inc. | 0.00% | Reduce -5.0% | 1,679 | $160K |
| MAI Capital Management | 0.00% | New | 1,673 | $159K |
| Van Hulzen Asset Management, LLC | 0.01% | New | 1,655 | $157K |
| US Bancorp \de | 0.00% | No change | 1,475 | $140K |
| National Bank of Canada | 0.00% | Add +266.5% | 1,444 | $137K |
| SRH Advisors, LLC | 0.04% | No change | 1,400 | $133K |
| Global Retirement Partners, LLC | 0.00% | Reduce -0.8% | 1,380 | $131K |
| Tradewinds Capital Management, LLC | 0.03% | Reduce -99.4% | 1,234 | $117K |
| Golden State Wealth Management, LLC | 0.02% | — | 1,212 | $115K |
| Private Trust Co. NA | 0.01% | Add +9.2% | 1,185 | $113K |
| Northwest Capital Management Inc | 0.02% | Add +3.3% | 589 | $56K |
| Blair William & Co. | 0.00% | Add +16.9% | 483 | $46K |
| Venturi Wealth Management, LLC | 0.00% | New | 390 | $37K |
| Wagner Wealth Management, LLC | 0.01% | No change | 375 | $36K |
| CoreFirst Bank & Trust | 0.02% | New | 329 | $31K |
| FMR LLC | 0.00% | Reduce -20.1% | 299 | $28K |
| TD Capital Management LLC | 0.00% | Add +22.8% | 285 | $27K |
| Parkside Financial Bank & Trust | 0.00% | Add +0.7% | 283 | $27K |
| Front Row Advisors LLC | 0.01% | No change | 275 | $26K |
| Tsfg, LLC | 0.01% | Reduce -90.4% | 259 | $25K |
| Bangor Savings Bank | 0.00% | No change | 259 | $25K |
| Millstone Evans Group, LLC | 0.02% | — | 253 | $24K |
| Kimelman & Baird, LLC | 0.00% | No change | 247 | $23K |
| WealthShield Partners, LLC | 0.00% | No change | 231 | $22K |
| AE Wealth Management LLC | 0.00% | New | 232 | $22K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 200 | $19K |
| Avior Wealth Management, LLC | 0.00% | No change | 156 | $15K |
| Center for Financial Planning, Inc. | 0.00% | Add +1.4% | 145 | $14K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -54.3% | 137 | $13K |
| Ameriflex Group, Inc. | 0.01% | — | 114 | $11K |
| RE Dickinson Investment Advisors, LLC | 0.01% | No change | 111 | $11K |
| Tidemark, LLC | 0.00% | No change | 105 | $10K |
| Guardian Wealth Management, Inc. | 0.01% | Reduce -10.1% | 89 | $9K |
| Main Street Group, LTD | 0.00% | Add +1.5% | 66 | $6K |
| AdvisorNet Financial, Inc | 0.00% | No change | 53 | $5K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 50 | $5K |
| ORG Partners LLC | 0.00% | New | 42 | $4K |
| Geneos Wealth Management Inc. | 0.00% | No change | 41 | $4K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 36 | $3K |
| Citigroup Inc. | 0.00% | Add +190.9% | 32 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 15 | $1K |
| Caldwell Trust Co | 0.00% | New | 11 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 10 | $951 |
| Breakwater Investment Management | 0.00% | No change | 4 | $381 |
| CoreCap Advisors, LLC | 0.00% | No change | 1 | $95 |
"% 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.