PIMCO Inv Grade Corp. BD ETFCORPETF

13F holders, Q1 2025 (March 31)
179holders +1
20new positions
14sold out
3famous investors
$96.78avg. 13F price*

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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions20$59.3M
Exits14$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.

Show all 179 holders