PIMCO Inv Grade Corp. BD ETFCORPETF
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 179 institutions reported holding PIMCO Inv Grade Corp. BD ETF (CORP) in their 13F filings, up 1 from Q4 2024. 20 opened new positions and 14 sold out. The largest holders were Bank of America Corp. ($182.4M), Cwm, LLC ($137.9M) and Migdal Insurance & Financial Holdings Ltd. ($84.3M). 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 (Q1 2025)
- CUSIP
- 72201R817
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $59.3M |
| Exits | 14 | $9.2M |
All 13F filers, Q4 2024 → Q1 2025: 1,217,787 shares bought and 680,788 shares sold, net +536,999 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 179 holders
| Bank of America Corp. | 0.02% | Reduce -9.3% | 1,885,348 | $182.4M |
| Cwm, LLC | 0.55% | Add +8.3% | 1,425,160 | $137.9M |
| Migdal Insurance & Financial Holdings Ltd. | 1.18% | Reduce -7.8% | 870,906 | $84.3M |
| LPL Financial LLC | 0.03% | Add +9.8% | 711,006 | $68.8M |
| Morgan Stanley | 0.00% | Reduce -2.8% | 556,756 | $53.9M |
| Allianz Asset Management GmbH | 0.06% | Add +25.5% | 410,389 | $39.7M |
| OneDigital Investment Advisors LLC | 0.42% | Add +14.3% | 363,662 | $35.2M |
| RAM Investment Partners, LLC | 8.39% | Add +10.7% | 351,247 | $34.0M |
| Vickerman Investment Advisors, Inc. | 4.86% | New | 221,795 | $21.5M |
| Mokosak Advisory Group, LLC | 6.61% | Add +6.9% | 221,311 | $21.4M |
| UBS Group AG | 0.00% | Add +3.0% | 199,950 | $19.3M |
| XML Financial, LLC | 1.47% | Reduce -2.0% | 162,825 | $15.8M |
| Gallagher Fiduciary Advisors, LLC | 0.41% | New | 130,154 | $12.6M |
| NewEdge Advisors, LLC | 0.07% | Add +99.3% | 128,314 | $12.4M |
| Novem Group | 1.64% | Add +12.2% | 120,030 | $11.6M |
| True North Advisors, LLC | 1.99% | New | 115,841 | $11.2M |
| Fortis Capital Management LLC | 2.11% | Reduce -20.0% | 112,016 | $10.8M |
| Royal Bank of Canada | 0.00% | Reduce -1.3% | 111,553 | $10.8M |
| Alliance Wealth Management Group | 2.82% | Add +9.3% | 108,035 | $10.5M |
| Towercrest Capital Management | 1.99% | Add +9.0% | 108,035 | $10.5M |
| CreativeOne Wealth, LLC | 0.30% | Reduce -27.3% | 103,558 | $10.0M |
| Net Worth Advisory Group | 2.96% | Add +1.4% | 97,208 | $9.4M |
| Wells Fargo & Company | 0.00% | Add +15.4% | 94,760 | $9.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.0% | 91,874 | $8.9M |
| McAdam, LLC | 0.54% | Reduce -2.1% | 90,082 | $8.7M |
| MML Investors Services, LLC | 0.03% | Add +2.9% | 78,292 | $7.6M |
| Ausdal Financial Partners, Inc. | 0.56% | Add +4.2% | 76,648 | $7.4M |
| Cerity Partners LLC | 0.01% | Reduce -6.1% | 65,084 | $6.3M |
| PAX Financial Group, LLC | 1.10% | Add +5.7% | 64,086 | $6.2M |
| Cape Cod Five Cents Savings Bank | 0.55% | No change | 59,858 | $6.0M |
| Private Advisor Group, LLC | 0.04% | Reduce -0.0% | 61,000 | $5.9M |
| Martin Worley Group | 3.20% | Add +7.9% | 57,885 | $5.6M |
| Myecfo, LLC | 2.79% | Add +7.5% | 54,521 | $5.3M |
| Avantax Advisory Services, Inc. | 0.03% | Add +23.1% | 51,985 | $5.0M |
| Lindenwold Advisors, INC | 2.75% | Add +7.2% | 50,983 | $4.9M |
| Citadel Advisors | 0.00% | Add +112.1% | 46,997 | $4.5M |
| Jones Financial Companies LLLP | 0.00% | Reduce -4.9% | 47,018 | $4.5M |
| Islay Capital Management, LLC | 3.08% | Add +39.7% | 46,768 | $4.5M |
| GeoWealth Management, LLC | 0.17% | Reduce -2.9% | 44,532 | $4.3M |
| Cetera Investment Advisers | 0.01% | Reduce -6.7% | 42,815 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Add +36.5% | 42,382 | $4.1M |
| Integrated Wealth Concepts LLC | 0.05% | Add +6.1% | 40,481 | $3.9M |
| Pure Portfolios Holdings LLC | 1.42% | Add +5.0% | 39,939 | $3.9M |
| Parr McKnight Wealth Management Group, LLC | 0.49% | New | 34,912 | $3.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.5% | 34,384 | $3.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -61.5% | 33,759 | $3.3M |
| Shepherd Kaplan Krochuk, LLC | 2.73% | Reduce -2.5% | 32,923 | $3.2M |
| Bernard Wealth Management Corp. | 1.51% | Add +0.6% | 31,945 | $3.1M |
| Baird Financial Group, Inc. | 0.01% | Add +2.2% | 29,865 | $2.9M |
| Elevation Capital Advisory, LLC | 1.21% | New | 28,586 | $2.8M |
| Summit Financial, LLC | 0.08% | New | 28,501 | $2.8M |
| Independent Financial Group, LLC | 0.09% | Reduce -6.7% | 27,714 | $2.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.3% | 27,529 | $2.7M |
| Farther Finance Advisors, LLC | 0.06% | Add +164.0% | 22,931 | $2.2M |
| Madden Advisory Services, Inc. | 0.99% | Add +0.2% | 22,037 | $2.1M |
| Security Financial Services, INC. | 0.42% | Add +40.1% | 21,817 | $2.1M |
| Equitable Holdings, Inc. | 0.02% | Add +2.1% | 20,924 | $2.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.4% | 20,634 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -58.3% | 19,479 | $1.9M |
| Cannon Advisors, Inc. | 1.63% | Add +0.8% | 18,316 | $1.8M |
| Great Waters Wealth Management | 0.24% | Reduce -1.6% | 17,599 | $1.7M |
| Milestone Asset Management, LLC | 0.34% | Add +14.8% | 16,586 | $1.6M |
| Unique Wealth Strategies, LLC | 0.69% | Add +5.4% | 15,711 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.1% | 15,574 | $1.5M |
| Fortitude Financial, LLC | 1.41% | No change | 15,259 | $1.5M |
| Graypoint LLC | 0.09% | Reduce -2.0% | 15,053 | $1.5M |
| Truist Financial Corp. | 0.00% | Reduce -3.0% | 14,413 | $1.4M |
| First National Corp. /Ma/ | 0.30% | Add +1.6% | 14,179 | $1.4M |
| Gallacher Capital Management LLC | 0.66% | Reduce -1.7% | 14,106 | $1.4M |
| DAVENPORT & Co LLC | 0.01% | Add +14.8% | 14,002 | $1.4M |
| IPG Investment Advisors LLC | 0.30% | No change | 13,750 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -1.0% | 13,591 | $1.3M |
| Financial Freedom, LLC | 0.75% | Reduce -29.8% | 13,545 | $1.3M |
| Capital Analysts, LLC | 0.05% | Add +3.0% | 13,058 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +39.9% | 12,922 | $1.3M |
| Barnes Wealth Management Group, Inc | 0.79% | Add +13.2% | 12,700 | $1.2M |
| Faithward Advisors, LLC | 0.21% | Reduce -10.5% | 12,563 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -63.3% | 12,343 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +0.8% | 12,304 | $1.2M |
| CFC Planning Co LLC | 1.28% | Reduce -51.7% | 12,152 | $1.2M |
| Gotham Asset Management | 0.01% | No change | 11,890 | $1.2M |
| Signet Financial Management, LLC | 0.15% | Add +54.8% | 11,422 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.06% | New | 10,690 | $1.0M |
| BNP Paribas | 0.04% | Add +13.2% | 10,671 | $1.0M |
| PFG Advisors | 0.06% | Reduce -4.4% | 10,554 | $1.0M |
| Allworth Financial LP | 0.01% | Reduce -42.2% | 10,458 | $1.0M |
| Advisory Services Network, LLC | 0.02% | Reduce -1.4% | 10,323 | $999K |
| GGM Financial LLC | 0.66% | Add +8.4% | 9,920 | $960K |
| Strategic Blueprint, LLC | 0.05% | Add +23.7% | 9,674 | $936K |
| Susquehanna International Group, LLP | 0.00% | Add +35.9% | 9,298 | $900K |
| Allianz Investment Management U.S. LLC | 0.05% | No change | 9,000 | $854K |
| Bank of Montreal | 0.00% | Add +1.8% | 8,436 | $816K |
| Prevail Innovative Wealth Advisors, LLC | 0.21% | Add +55.7% | 8,253 | $799K |
| Principal Securities, Inc. | 0.02% | No change | 8,047 | $765K |
| Stifel Financial Corp. | 0.00% | Add +20.1% | 7,625 | $738K |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 7,496 | $725K |
| Performance Wealth Partners, LLC | 0.03% | Add +0.0% | 7,392 | $715K |
| Flow Traders U.S. LLC | 0.03% | New | 7,374 | $714K |
| Ameritas Advisory Services, LLC | 0.03% | Add +0.1% | 6,988 | $671K |
| Element Wealth, LLC | 0.34% | Reduce -0.8% | 6,519 | $631K |
"% 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.