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 |
| Evensky & Katz LLC | 0.04% | Reduce -87.1% | 6,499 | $629K |
| Focus Partners Wealth | 0.00% | Reduce -3.7% | 6,192 | $599K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -3.2% | 6,046 | $585K |
| Clear Creek Financial Management, LLC | 0.06% | Add +6.5% | 5,939 | $575K |
| Stonebridge Financial Group, LLC | 0.06% | Add +26.0% | 5,461 | $528K |
| Barden Capital Management, Inc. | 0.45% | Reduce -8.4% | 5,175 | $501K |
| GTS Securities LLC | 0.02% | New | 4,738 | $458K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -0.1% | 4,732 | $458K |
| Boomfish Wealth Group, LLC | 0.28% | Reduce -3.1% | 4,463 | $432K |
| Ground Swell Capital, LLC | 1.01% | New | 4,458 | $431K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.2% | 4,396 | $425K |
| Rialto Wealth Management, LLC | 0.13% | No change | 4,213 | $408K |
| Keystone Wealth Services, LLC | 0.11% | No change | 4,202 | $407K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 4,110 | $398K |
| Glass Jacobson Investment Advisors llc | 0.13% | No change | 4,120 | $392K |
| Ehrlich Financial Group | 0.28% | Add +0.8% | 4,025 | $389K |
| Old Mission Capital LLC | 0.01% | Reduce -67.7% | 3,959 | $383K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +134.3% | 3,877 | $375K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 3,702 | $358K |
| Waverly Advisors, LLC | 0.00% | Add +13.1% | 3,670 | $355K |
| Capital Planning LLC | 0.09% | New | 3,338 | $323K |
| Moloney Securities Asset Management, LLC | 0.04% | Add +1.0% | 3,324 | $322K |
| Elyxium Wealth, LLC | 0.14% | New | 3,309 | $320K |
| Comerica Bank | 0.00% | Reduce -20.9% | 3,132 | $303K |
| Fisher Asset Management | 0.00% | Reduce -5.3% | 3,003 | $291K |
| Keystone Financial Group | 0.03% | Add +6.0% | 3,000 | $290K |
| Peak Financial Management, Inc. | 0.09% | No change | 2,985 | $289K |
| Modern Wealth Management, LLC | 0.01% | Reduce -16.7% | 2,946 | $285K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +1.9% | 2,797 | $271K |
| PrairieView Partners, LLC | 0.03% | Reduce -5.9% | 2,729 | $264K |
| IFP Advisors, Inc | 0.01% | No change | 2,626 | $254K |
| LexAurum Advisors, LLC | 0.05% | New | 2,587 | $250K |
| Detalus Advisors, LLC | 0.07% | Reduce -4.3% | 2,460 | $238K |
| Kickstand Ventures, Llc. | 0.06% | Reduce -19.6% | 2,422 | $234K |
| Loomis Sayles & Co. L P | 0.00% | New | 2,350 | $227K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -7.2% | 2,280 | $221K |
| BCS Wealth Management | 0.06% | Reduce -22.9% | 2,266 | $219K |
| Brookstone Capital Management | 0.00% | Reduce -1.4% | 2,182 | $211K |
| Cary Street Partners Financial LLC | 0.01% | New | 2,147 | $208K |
| Vermillion Wealth Management, Inc. | 0.05% | Reduce -10.2% | 1,842 | $178K |
| MAI Capital Management | 0.00% | Add +10.0% | 1,841 | $178K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.2% | 1,774 | $172K |
| US Bancorp \de | 0.00% | No change | 1,475 | $143K |
| SRH Advisors, LLC | 0.04% | No change | 1,400 | $135K |
| Harbour Investments, Inc. | 0.00% | Reduce -26.4% | 1,236 | $120K |
| National Bank of Canada | 0.00% | Reduce -16.4% | 1,207 | $117K |
| Tradewinds Capital Management, LLC | 0.03% | Reduce -6.7% | 1,151 | $111K |
| Private Trust Co. NA | 0.01% | Reduce -8.4% | 1,085 | $105K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -13.3% | 1,051 | $102K |
| Northwest Capital Management Inc | 0.02% | Add +3.2% | 608 | $59K |
| Blair William & Co. | 0.00% | Add +0.2% | 484 | $47K |
| Wagner Wealth Management, LLC | 0.01% | No change | 375 | $36K |
| TD Capital Management LLC | 0.00% | Add +0.7% | 287 | $28K |
| Parkside Financial Bank & Trust | 0.00% | Add +1.1% | 286 | $28K |
| Bangor Savings Bank | 0.00% | Add +7.7% | 279 | $27K |
| Front Row Advisors LLC | 0.01% | No change | 275 | $27K |
| FMR LLC | 0.00% | Reduce -11.0% | 266 | $26K |
| Tsfg, LLC | 0.01% | No change | 259 | $25K |
| Millstone Evans Group, LLC | 0.02% | No change | 253 | $24K |
| Kimelman & Baird, LLC | 0.00% | No change | 247 | $24K |
| AE Wealth Management LLC | 0.00% | No change | 232 | $22K |
| WealthShield Partners, LLC | 0.00% | No change | 231 | $22K |
| Center for Financial Planning, Inc. | 0.00% | Add +1.4% | 147 | $14K |
| Ameriflex Group, Inc. | 0.00% | No change | 114 | $11K |
| Tidemark, LLC | 0.00% | No change | 105 | $10K |
| Future Financial Wealth Managment LLC | 0.01% | Reduce -50.0% | 100 | $10K |
| Sound Income Strategies, LLC | 0.00% | New | 76 | $7K |
| Main Street Group, LTD | 0.00% | No change | 66 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 50 | $5K |
| Guardian Wealth Management, Inc. | 0.00% | Reduce -50.6% | 44 | $4K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 36 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 15 | $1K |
| Caldwell Trust Co | 0.00% | No change | 11 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 10 | $968 |
| Russell Investments Group, Ltd. | 0.00% | New | 7 | $677 |
| Breakwater Investment Management | 0.00% | No change | 4 | $388 |
| Citigroup Inc. | 0.00% | Reduce -93.8% | 2 | $194 |
| Assetmark, Inc. | 0.00% | New | 1 | $97 |
| CoreCap Advisors, LLC | 0.00% | No change | 1 | $97 |
"% 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.