PIMCO Inv Grade Corp. BD ETFCORPETF

13F holders, Q3 2025 (September 30)
172holders −1
13new positions
11sold out
3famous investors
$98.61avg. 13F price*

At the end of Q3 2025, 172 institutions reported holding PIMCO Inv Grade Corp. BD ETF (CORP) in their 13F filings, down 1 from Q2 2025. 13 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($174.8M), LPL Financial LLC ($109.6M) and Cwm, LLC ($109.1M). 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 (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions13$15.7M
Exits11$17.4M

All 13F filers, Q2 2025 → Q3 2025: 900,447 shares bought and 13,825,621 shares sold, net −12,925,174 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 172 holders

Bank of America Corp. 0.01% Reduce -1.5% 1,772,100 $174.8M
LPL Financial LLC 0.03% Add +33.0% 1,111,197 $109.6M
Cwm, LLC 0.33% Reduce -18.3% 1,106,492 $109.1M
Morgan Stanley 0.00% Add +5.1% 623,584 $61.5M
RAM Investment Partners, LLC 7.90% Add +12.1% 426,858 $42.1M
Allianz Asset Management GmbH 0.04% Reduce -21.0% 328,098 $32.4M
OneDigital Investment Advisors LLC 0.33% Reduce -13.2% 321,909 $31.7M
Vickerman Investment Advisors, Inc. 4.67% Add +3.0% 234,189 $23.1M
Mokosak Advisory Group, LLC 6.03% Add +3.2% 233,877 $23.1M
UBS Group AG 0.00% Add +0.1% 199,525 $19.7M
XML Financial, LLC 1.46% Add +8.7% 182,084 $18.0M
NewEdge Advisors, LLC 0.08% Add +24.7% 179,925 $17.7M
Bank of Nova Scotia 0.02% Add +29.2% 140,080 $13.8M
Great Valley Advisor Group, Inc. 0.28% Reduce -64.2% 139,105 $13.7M
Novem Group 1.61% Add +6.8% 136,729 $13.5M
Modern Wealth Management, LLC 0.27% New 136,531 $13.5M
Migdal Insurance & Financial Holdings Ltd. 0.14% Reduce -12.3% 131,712 $13.0M
Gallagher Fiduciary Advisors, LLC 0.45% Reduce -99.0% 123,733 $12.2M
Alliance Wealth Management Group 2.49% Add +3.2% 113,646 $11.2M
Towercrest Capital Management 1.80% Add +3.2% 113,646 $11.2M
Royal Bank of Canada 0.00% Add +0.1% 106,315 $10.5M
Fortis Capital Management LLC 1.39% Add +12.5% 99,838 $9.8M
McAdam, LLC 0.47% Add +4.7% 96,177 $9.5M
Net Worth Advisory Group 2.66% Reduce -4.4% 93,291 $9.2M
Wells Fargo & Company 0.00% Reduce -2.5% 85,608 $8.4M
Flow Traders U.S. LLC 0.33% Add +15.9% 81,384 $8.0M
MML Investors Services, LLC 0.02% Reduce -1.3% 79,458 $7.8M
Ausdal Financial Partners, Inc. 0.38% Add +2.8% 79,061 $7.8M
Envestnet Asset Management Inc. 0.00% Reduce -32.1% 74,887 $7.4M
Sequoia Financial Advisors, LLC 0.04% Add +2665.0% 68,960 $6.8M
Myecfo, LLC 2.98% Add +15.9% 66,406 $6.6M
Cetera Investment Advisers 0.01% Add +67.9% 64,998 $6.4M
Cape Cod Five Cents Savings Bank 0.55% No change 59,858 $6.0M
Lindenwold Advisors, INC 2.80% Add +4.7% 60,131 $5.9M
Jones Financial Companies LLLP 0.00% Add +15.5% 59,118 $5.8M
Private Advisor Group, LLC 0.03% Reduce -6.4% 57,641 $5.7M
CreativeOne Wealth, LLC 0.13% Reduce -35.0% 53,036 $5.2M
Cerity Partners LLC 0.01% Reduce -11.3% 51,026 $5.0M
Jane Street Group, LLC 0.01% Add +180.3% 49,838 $4.9M
Islay Capital Management, LLC 2.79% Add +6.4% 48,895 $4.8M
Pure Portfolios Holdings LLC 1.42% Add +7.4% 45,897 $4.5M
Raymond James Financial Inc. 0.00% Add +31.7% 44,792 $4.4M
Bernard Wealth Management Corp. 1.71% Add +10.9% 41,507 $4.1M
Osaic Holdings, Inc. 0.01% Add +5.0% 40,686 $4.0M
Evensky & Katz LLC 0.22% Add +73.1% 38,475 $3.8M
Parr McKnight Wealth Management Group, LLC 0.49% Reduce -8.1% 37,668 $3.7M
Truist Financial Corp. 0.00% Add +93.4% 36,324 $3.6M
Integrated Wealth Concepts LLC 0.03% Reduce -5.3% 35,585 $3.5M
JPMorgan Chase & Co. 0.00% Reduce -6.4% 35,184 $3.5M
Shepherd Kaplan Krochuk, LLC 2.69% Add +0.5% 33,207 $3.3M
Independent Financial Group, LLC 0.07% Add +9.5% 31,133 $3.1M
PAX Financial Group, LLC 0.55% Reduce -19.3% 31,117 $3.1M
GeoWealth Management, LLC 0.11% Reduce -13.8% 29,734 $2.9M
Baird Financial Group, Inc. 0.00% Reduce -1.6% 29,066 $2.9M
Summit Financial, LLC 0.04% Add +5.1% 29,039 $2.9M
Mercer Global Advisors Inc. 0.00% Add +0.6% 25,817 $2.5M
Equitable Holdings, Inc. 0.02% Add +11.3% 24,152 $2.4M
Ameriprise Financial Inc. 0.00% Add +0.2% 22,515 $2.2M
Citadel Advisors 0.00% Add +53.0% 19,589 $1.9M
Strategic Blueprint, LLC 0.08% Add +1.4% 19,514 $1.9M
Security Financial Services, INC. 0.30% Reduce -14.3% 19,108 $1.9M
Capital Analysts, LLC 0.05% Add +11.1% 18,044 $1.8M
Cannon Advisors, Inc. 1.19% Reduce -6.5% 17,724 $1.8M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.8% 17,586 $1.7M
Great Waters Wealth Management 0.20% Add +2.4% 17,345 $1.7M
Sanctuary Advisors, LLC 0.01% Reduce -38.1% 16,664 $1.6M
Unique Wealth Strategies, LLC 0.58% Reduce -8.4% 14,902 $1.5M
Farther Finance Advisors, LLC 0.02% Reduce -16.7% 14,356 $1.4M
BAM Wealth Management, LLC 1.09% — 14,332 $1.4M
BNP Paribas 0.04% Add +37.1% 14,316 $1.4M
HighTower Advisors, LLC 0.00% Reduce -0.6% 14,226 $1.4M
First National Corp. /Ma/ 0.26% Add +3.3% 13,961 $1.4M
IPG Investment Advisors LLC 0.24% No change 13,750 $1.4M
DAVENPORT & Co LLC 0.01% Reduce -16.3% 13,556 $1.3M
Gallacher Capital Management LLC 0.52% Add +0.0% 13,416 $1.3M
Financial Freedom, LLC 0.66% Add +0.5% 13,393 $1.3M
Kingsview Wealth Management, LLC 0.02% Reduce -0.7% 13,296 $1.3M
Signet Financial Management, LLC 0.15% Add +1.2% 13,120 $1.3M
GGM Financial LLC 0.62% Add +16.7% 12,550 $1.2M
Milestone Asset Management, LLC 0.22% Reduce -27.1% 11,931 $1.2M
Gotham Asset Management 0.01% No change 11,890 $1.2M
Commonwealth Equity Services, LLC 0.00% Add +10.0% 11,670 $1.2M
Stifel Financial Corp. 0.00% Add +25.6% 10,619 $1.0M
Waverly Advisors, LLC 0.01% Add +86.3% 10,572 $1.0M
Advisory Services Network, LLC 0.02% Add +0.7% 10,446 $1.0M
PFG Advisors 0.04% Reduce -2.3% 10,364 $1.0M
Allianz Investment Management U.S. LLC 0.03% No change 9,000 $888K
Arrowroot Family Office, LLC 0.32% Add +1.0% 8,190 $808K
Faithward Advisors, LLC 0.11% Reduce -35.2% 7,838 $773K
AE Wealth Management LLC 0.00% Add +3139.9% 7,387 $729K
Performance Wealth Partners, LLC 0.02% Reduce -1.8% 7,259 $716K
Concurrent Investment Advisors, LLC 0.01% Add +43.9% 7,259 $716K
Focus Partners Wealth 0.00% Add +11.2% 6,861 $677K
Global Retirement Partners, LLC 0.01% Reduce -3.7% 6,384 $630K
Element Wealth, LLC 0.26% Reduce -1.8% 5,949 $587K
Bank of New York Mellon Corp 0.00% Add +45.9% 5,914 $583K
Allworth Financial LP 0.00% Reduce -14.0% 5,395 $532K
Strategic Wealth Partners, Ltd. 0.04% New 5,323 $525K
Elyxium Wealth, LLC 0.18% Add +13.1% 5,190 $512K
Barden Capital Management, Inc. 0.40% Reduce -0.1% 4,903 $484K

"% 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 172 holders