PIMCO Inv Grade Corp. BD ETFCORPETF

13F holders, Q4 2025 (December 31)
192holders +20
28new positions
9sold out
3famous investors
$97.87avg. 13F price*

At the end of Q4 2025, 192 institutions reported holding PIMCO Inv Grade Corp. BD ETF (CORP) in their 13F filings, up 20 from Q3 2025. 28 opened new positions and 9 sold out. The largest holders were Bank of America Corp. ($178.4M), LPL Financial LLC ($120.5M) and Cwm, LLC ($108.5M). 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 (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions28$26.3M
Exits9$1.1M

All 13F filers, Q3 2025 → Q4 2025: 1,025,078 shares bought and 455,364 shares sold, net +569,714 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 192 holders

Bank of America Corp. 0.01% Add +2.9% 1,823,331 $178.4M
LPL Financial LLC 0.03% Add +10.9% 1,231,914 $120.5M
Cwm, LLC 0.29% Add +0.2% 1,108,969 $108.5M
Morgan Stanley 0.00% Add +6.0% 660,979 $64.7M
RAM Investment Partners, LLC 8.32% Add +10.2% 470,404 $46.0M
OneDigital Investment Advisors LLC 0.34% Add +10.7% 356,236 $34.9M
Allianz Asset Management GmbH 0.03% Reduce -9.6% 296,544 $29.0M
Mokosak Advisory Group, LLC 5.86% Add +2.1% 238,772 $23.4M
Vickerman Investment Advisors, Inc. 4.10% Reduce -10.5% 209,632 $20.5M
UBS Group AG 0.00% Reduce -2.2% 195,158 $19.1M
XML Financial, LLC 1.41% Reduce -3.1% 176,449 $17.3M
NewEdge Advisors, LLC 0.06% Reduce -5.4% 170,196 $16.7M
Bank of Nova Scotia 0.02% Add +13.8% 159,377 $15.6M
Gallagher Fiduciary Advisors, LLC 0.46% Add +17.2% 145,021 $14.2M
Novem Group 1.62% Add +4.8% 143,324 $14.0M
Migdal Insurance & Financial Holdings Ltd. 0.12% Add +7.0% 140,919 $13.8M
Modern Wealth Management, LLC 0.25% Add +2.5% 139,948 $13.7M
Great Valley Advisor Group, Inc. 0.26% Reduce -2.0% 136,318 $13.3M
Cerity Partners LLC 0.02% Add +147.6% 126,335 $12.4M
Fortis Capital Management LLC 1.42% Add +9.3% 109,167 $10.7M
Net Worth Advisory Group 2.06% Add +11.6% 104,090 $10.2M
Royal Bank of Canada 0.00% Reduce -2.2% 104,003 $10.2M
Wells Fargo & Company 0.00% Add +20.8% 103,378 $10.1M
McAdam, LLC 0.46% Add +7.0% 102,912 $10.1M
Jane Street Group, LLC 0.01% Add +83.4% 91,425 $8.9M
MML Investors Services, LLC 0.02% Add +9.9% 87,309 $8.5M
Ausdal Financial Partners, Inc. 0.37% Add +4.2% 82,372 $8.1M
Jones Financial Companies LLLP 0.00% Add +32.7% 78,435 $7.7M
Envestnet Asset Management Inc. 0.00% Add +4.6% 78,358 $7.7M
Myecfo, LLC 3.18% Add +14.9% 76,271 $7.5M
Cetera Investment Advisers 0.01% Add +17.9% 76,631 $7.5M
Ameriprise Financial Inc. 0.00% Add +218.6% 71,724 $7.0M
Islay Capital Management, LLC 3.58% Add +26.6% 61,921 $6.1M
Cape Cod Five Cents Savings Bank 0.55% No change 59,858 $6.0M
Dakota Wealth Management 0.10% New 59,876 $5.9M
Private Advisor Group, LLC 0.03% Add +2.8% 59,244 $5.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +212.2% 54,897 $5.4M
CreativeOne Wealth, LLC 0.13% Add +0.5% 53,325 $5.2M
True North Advisors, LLC 0.67% New 52,918 $5.2M
Raymond James Financial Inc. 0.00% Add +11.8% 50,100 $4.9M
Evensky & Katz LLC 0.28% Add +30.0% 50,020 $4.9M
Pure Portfolios Holdings LLC 1.42% Add +5.1% 48,240 $4.7M
Sequoia Financial Advisors, LLC 0.03% Reduce -32.2% 46,774 $4.6M
Bernard Wealth Management Corp. 1.77% Add +7.4% 44,571 $4.4M
Parr McKnight Wealth Management Group, LLC 0.54% Add +12.3% 42,294 $4.1M
Wayfinding Financial, LLC 1.75% New 41,989 $4.1M
Osaic Holdings, Inc. 0.01% Add +2.8% 41,812 $4.1M
JPMorgan Chase & Co. 0.00% Add +6.1% 37,319 $3.7M
Shepherd Kaplan Krochuk, LLC 2.97% Add +10.7% 36,753 $3.6M
Integrated Wealth Concepts LLC 0.04% Add +3.1% 36,706 $3.6M
Citadel Advisors 0.00% Add +68.4% 32,984 $3.2M
Independent Financial Group, LLC 0.07% Add +0.6% 31,308 $3.1M
Summit Financial, LLC 0.04% Reduce -2.8% 28,219 $2.8M
Equitable Holdings, Inc. 0.02% Add +13.8% 27,479 $2.7M
Baird Financial Group, Inc. 0.00% Reduce -6.2% 27,271 $2.7M
PAX Financial Group, LLC 0.45% Reduce -13.7% 26,870 $2.6M
GeoWealth Management, LLC 0.10% Reduce -9.8% 26,806 $2.6M
Truist Financial Corp. 0.00% Reduce -34.1% 23,925 $2.3M
Alliance Wealth Management Group 0.49% Reduce -79.8% 22,932 $2.2M
Towercrest Capital Management 0.35% Reduce -79.8% 22,932 $2.2M
Strategic Blueprint, LLC 0.13% Add +14.4% 22,327 $2.2M
Mariner, LLC 0.00% New 21,483 $2.1M
Capital Analysts, LLC 0.05% Add +12.2% 20,236 $2.0M
Great Waters Wealth Management 0.20% Add +7.9% 18,710 $1.8M
Security Financial Services, INC. 0.28% Reduce -4.4% 18,273 $1.8M
Sanctuary Advisors, LLC 0.01% Reduce -2.2% 16,290 $1.6M
Cannon Advisors, Inc. 1.12% Reduce -8.8% 16,168 $1.6M
Asset One Wealth Management LLC 0.21% — 15,717 $1.5M
Thrivent Financial for Lutherans 0.00% New 15,699 $1.5M
Laurel Oak Wealth Management, LLC 0.26% — 15,580 $1.5M
Stifel Financial Corp. 0.00% Add +45.9% 15,490 $1.5M
Unique Wealth Strategies, LLC 0.59% Add +3.4% 15,415 $1.5M
Farther Finance Advisors, LLC 0.02% Add +2.3% 14,683 $1.4M
DAVENPORT & Co LLC 0.01% Add +5.4% 14,290 $1.4M
Kingsview Wealth Management, LLC 0.02% Add +4.5% 13,890 $1.4M
IPG Investment Advisors LLC 0.24% No change 13,750 $1.4M
HighTower Advisors, LLC 0.00% Reduce -3.8% 13,687 $1.3M
BNP Paribas 0.04% Reduce -5.5% 13,523 $1.3M
Financial Freedom, LLC 0.65% Add +0.5% 13,457 $1.3M
Gallacher Capital Management LLC 0.50% Reduce -2.1% 13,136 $1.3M
Commonwealth Equity Services, LLC 0.00% Add +10.1% 12,848 $1.3M
Signet Financial Management, LLC 0.14% Reduce -2.3% 12,819 $1.3M
BAM Wealth Management, LLC 0.90% Reduce -11.6% 12,670 $1.2M
Gotham Asset Management 0.00% No change 11,890 $1.2M
Jefferies Financial Group Inc. 0.01% New 11,624 $1.1M
Mercer Global Advisors Inc. 0.00% Reduce -56.3% 11,289 $1.1M
Waverly Advisors, LLC 0.01% Add +3.1% 10,901 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Add +134.2% 10,344 $1.0M
PFG Advisors 0.05% Reduce -0.5% 10,316 $1.0M
Milestone Asset Management, LLC 0.18% Reduce -16.3% 9,989 $977K
Advisory Services Network, LLC 0.01% Reduce -4.8% 9,943 $973K
Allianz SE 0.01% New 9,000 $881K
Arrowroot Family Office, LLC 0.30% Add +3.6% 8,483 $830K
Bank of New York Mellon Corp 0.00% Add +38.9% 8,213 $804K
RFG Advisory, LLC 0.01% New 7,683 $752K
Concurrent Investment Advisors, LLC 0.01% Add +5.3% 7,641 $748K
AE Wealth Management LLC 0.00% Reduce -1.5% 7,275 $712K
Performance Wealth Partners, LLC 0.02% Reduce -0.9% 7,194 $704K
BLB&B Advisors, LLC 0.03% New 7,153 $700K
Flow Traders U.S. LLC 0.02% Reduce -91.8% 6,636 $649K

"% 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 192 holders