PIMCO Inv Grade Corp. BD ETFCORPETF

13F holders, Q2 2025 (June 30)
173holders −6
8new positions
18sold out
3famous investors
$43.77avg. 13F price*

At the end of Q2 2025, 173 institutions reported holding PIMCO Inv Grade Corp. BD ETF (CORP) in their 13F filings, down 6 from Q1 2025. 8 opened new positions and 18 sold out. The largest holders were Bank of America Corp. ($175.1M), Cwm, LLC ($131.8M) and LPL Financial LLC ($81.3M). 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 (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions8$50.4M
Exits18$5.5M

All 13F filers, Q1 2025 → Q2 2025: 13,793,248 shares bought and 1,172,409 shares sold, net +12,620,839 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 173 holders

Bank of America Corp. 0.01% Reduce -4.6% 1,799,226 $175.1M
Cwm, LLC 0.46% Reduce -5.0% 1,354,031 $131.8M
LPL Financial LLC 0.03% Add +17.5% 835,200 $81.3M
Morgan Stanley 0.00% Add +6.6% 593,470 $57.8M
Allianz Asset Management GmbH 0.05% Add +1.2% 415,439 $40.4M
Great Valley Advisor Group, Inc. 0.84% New 388,600 $37.8M
RAM Investment Partners, LLC 7.78% Add +8.4% 380,738 $37.0M
OneDigital Investment Advisors LLC 0.40% Add +2.0% 370,962 $36.1M
Vickerman Investment Advisors, Inc. 4.75% Add +2.5% 227,261 $22.1M
Mokosak Advisory Group, LLC 6.23% Add +2.4% 226,609 $22.1M
UBS Group AG 0.00% Reduce -0.3% 199,411 $19.4M
XML Financial, LLC 1.41% Add +2.9% 167,470 $16.3M
Migdal Insurance & Financial Holdings Ltd. 0.17% Reduce -82.8% 150,206 $14.6M
NewEdge Advisors, LLC 0.07% Add +12.4% 144,274 $14.0M
Novem Group 1.58% Add +6.7% 128,037 $12.5M
Envestnet Asset Management Inc. 0.00% Add +20.1% 110,360 $10.7M
Alliance Wealth Management Group 2.73% Add +1.9% 110,127 $10.7M
Towercrest Capital Management 1.91% Add +1.9% 110,127 $10.7M
Bank of Nova Scotia 0.02% New 108,389 $10.5M
Royal Bank of Canada 0.00% Reduce -4.8% 106,231 $10.3M
Net Worth Advisory Group 2.10% Add +0.3% 97,552 $9.5M
McAdam, LLC 0.49% Add +2.0% 91,857 $8.9M
Fortis Capital Management LLC 1.34% Reduce -20.8% 88,715 $8.6M
Wells Fargo & Company 0.00% Reduce -7.4% 87,789 $8.5M
CreativeOne Wealth, LLC 0.21% Reduce -21.2% 81,574 $7.9M
MML Investors Services, LLC 0.02% Add +2.9% 80,536 $7.8M
Ausdal Financial Partners, Inc. 0.50% Add +0.4% 76,936 $7.5M
True North Advisors, LLC 1.37% Reduce -36.6% 73,494 $7.2M
Flow Traders U.S. LLC 0.25% Add +852.1% 70,210 $6.8M
Martin Worley Group 2.98% Add +8.3% 62,696 $6.1M
Private Advisor Group, LLC 0.03% Add +0.9% 61,577 $6.0M
Cape Cod Five Cents Savings Bank 0.55% No change 59,858 $6.0M
Avantax Advisory Services, Inc. 0.03% Add +17.4% 61,041 $5.9M
Cerity Partners LLC 0.01% Reduce -11.6% 57,561 $5.6M
Lindenwold Advisors, INC 2.90% Add +12.6% 57,420 $5.6M
Myecfo, LLC 2.74% Add +5.1% 57,316 $5.6M
Jones Financial Companies LLLP 0.00% Add +8.9% 51,186 $5.0M
Islay Capital Management, LLC 2.90% Reduce -1.8% 45,940 $4.5M
Pure Portfolios Holdings LLC 1.41% Add +7.0% 42,725 $4.2M
Parr McKnight Wealth Management Group, LLC 0.55% Add +17.4% 41,000 $4.0M
Osaic Holdings, Inc. 0.01% Reduce -8.6% 38,755 $3.8M
Cetera Investment Advisers 0.01% Reduce -9.6% 38,722 $3.8M
PAX Financial Group, LLC 0.72% Reduce -39.8% 38,558 $3.8M
JPMorgan Chase & Co. 0.00% Add +9.4% 37,601 $3.7M
Integrated Wealth Concepts LLC 0.04% Reduce -7.2% 37,566 $3.7M
Bernard Wealth Management Corp. 1.69% Add +17.2% 37,432 $3.6M
GeoWealth Management, LLC 0.13% Reduce -22.6% 34,478 $3.4M
Raymond James Financial Inc. 0.00% Add +0.7% 34,003 $3.3M
Shepherd Kaplan Krochuk, LLC 2.79% Add +0.4% 33,056 $3.2M
Susquehanna International Group, LLP 0.00% Add +229.8% 30,663 $3.0M
Baird Financial Group, Inc. 0.01% Reduce -1.1% 29,550 $2.9M
Independent Financial Group, LLC 0.08% Add +2.6% 28,427 $2.8M
Summit Financial, LLC 0.06% Reduce -3.0% 27,632 $2.7M
Sanctuary Advisors, LLC 0.02% Add +72.8% 26,915 $2.6M
Mercer Global Advisors Inc. 0.01% Reduce -6.8% 25,672 $2.5M
Elevation Capital Advisory, LLC 0.94% Reduce -15.8% 24,080 $2.3M
Ameriprise Financial Inc. 0.00% Add +8.9% 22,474 $2.2M
Security Financial Services, INC. 0.38% Add +2.3% 22,309 $2.2M
Madden Advisory Services, Inc. 0.92% Add +1.2% 22,299 $2.2M
Evensky & Katz LLC 0.13% Add +242.1% 22,231 $2.2M
Equitable Holdings, Inc. 0.02% Add +3.7% 21,691 $2.1M
Strategic Blueprint, LLC 0.09% Add +98.9% 19,238 $1.9M
Cannon Advisors, Inc. 1.48% Add +3.5% 18,947 $1.8M
Truist Financial Corp. 0.00% Add +30.3% 18,778 $1.8M
Jane Street Group, LLC 0.00% Add +44.1% 17,781 $1.7M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -9.0% 17,721 $1.7M
Farther Finance Advisors, LLC 0.03% Reduce -24.9% 17,230 $1.7M
Great Waters Wealth Management 0.21% Reduce -3.7% 16,940 $1.6M
Milestone Asset Management, LLC 0.34% Reduce -1.3% 16,365 $1.6M
Unique Wealth Strategies, LLC 0.66% Add +3.6% 16,277 $1.6M
Capital Analysts, LLC 0.05% Add +24.4% 16,243 $1.6M
DAVENPORT & Co LLC 0.01% Add +15.6% 16,191 $1.6M
Graypoint LLC 0.08% No change 15,053 $1.5M
HighTower Advisors, LLC 0.00% Add +16.4% 14,316 $1.4M
IPG Investment Advisors LLC 0.26% No change 13,750 $1.3M
First National Corp. /Ma/ 0.27% Reduce -4.7% 13,517 $1.3M
Gallacher Capital Management LLC 0.60% Reduce -4.9% 13,414 $1.3M
Kingsview Wealth Management, LLC 0.02% Reduce -1.5% 13,388 $1.3M
Financial Freedom, LLC 0.70% Reduce -1.6% 13,329 $1.3M
Signet Financial Management, LLC 0.16% Add +13.5% 12,963 $1.3M
Citadel Advisors 0.00% Reduce -72.8% 12,806 $1.2M
SYM FINANCIAL Corp 0.13% New 12,343 $1.2M
Faithward Advisors, LLC 0.18% Reduce -3.7% 12,103 $1.2M
Gotham Asset Management 0.01% No change 11,890 $1.2M
Barnes Wealth Management Group, Inc 0.67% Reduce -8.0% 11,685 $1.1M
Principal Securities, Inc. 0.02% Add +37.7% 11,084 $1.1M
GGM Financial LLC 0.61% Add +8.4% 10,755 $1.0M
PFG Advisors 0.05% Add +0.5% 10,607 $1.0M
Commonwealth Equity Services, LLC 0.00% Reduce -17.9% 10,609 $1.0M
BNP Paribas 0.03% Reduce -2.1% 10,444 $1.0M
Advisory Services Network, LLC 0.02% Add +0.5% 10,378 $1.0M
CFC Planning Co LLC 0.96% Reduce -15.7% 10,244 $997K
Allianz Investment Management U.S. LLC 0.04% No change 9,000 $876K
Cambridge Investment Research Advisors, Inc. 0.00% Add +103.1% 8,930 $869K
Stifel Financial Corp. 0.00% Add +10.8% 8,452 $822K
Arrowroot Family Office, LLC 0.35% — 8,110 $789K
Clear Creek Financial Management, LLC 0.07% Add +30.0% 7,723 $752K
Performance Wealth Partners, LLC 0.02% No change 7,392 $719K
EverSource Wealth Advisors, LLC 0.03% Reduce -34.4% 7,016 $683K
Global Retirement Partners, LLC 0.02% — 6,632 $645K

"% 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 173 holders