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Pimco INV Grade Corp BD ETF (CORP)

CUSIP: 72201R817 | NYSE | 592 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

RAM Investment Partners, LLC635,372
9.2% of portfolio›$58.3M
Mokosak Advisory Group, LLC290,170
5.9% of portfolio›$26.6M
RFG Advisory, LLC225,887
0.3% of portfolio›$20.7M
Wealth Enhancement Advisory Services, LLC201,009
0.0% of portfolio›$18.5M
XML Financial, LLC182,276
1.2% of portfolio›$16.7M
Novem Group166,620
1.5% of portfolio›$15.3M
McAdam, LLC135,460
0.5% of portfolio›$12.4M
Myecfo, LLC91,566
3.2% of portfolio›$8.4M
Islay Capital Management, LLC75,555
3.3% of portfolio›$6.9M
Modera Wealth Management, LLC59,084
0.1% of portfolio›$5.4M
True North Advisors, LLC49,832
0.3% of portfolio›$4.6M
Independent Financial Group, LLC43,034
0.1% of portfolio›$4.0M
Parr Mcknight Wealth Management Group, LLC36,171
0.4% of portfolio›$3.3M
Strategic Blueprint, LLC26,910
0.1% of portfolio›$2.5M
Truist Financial Corp26,153
0.0% of portfolio›$2.4M
Catalyst Investment Management LLC21,846
1.8% of portfolio›$2.0M
Farther Finance Advisors, LLC19,135
0.0% of portfolio›$1.8M
Great Waters Wealth Management18,318
0.2% of portfolio›$1.7M
Trek Financial, LLC17,983
0.1% of portfolio›$1.7M
Asset One Wealth Management LLC17,476
0.1% of portfolio›$1.6M
Alliance Wealth Management Group17,424
0.3% of portfolio›$1.6M
Towercrest Capital Management17,424
0.2% of portfolio›$1.6M
Unique Wealth Strategies, LLC17,142
0.6% of portfolio›$1.7M
Bank of New York Mellon Corp15,740
0.0% of portfolio›$1.4M
Security Financial Services, Inc.14,874
0.2% of portfolio›$1.4M
Davenport & Co LLC14,282
0.0% of portfolio›$1.3M
IPG Investment Advisors LLC13,750
0.2% of portfolio›$1.3M
Laurel OAK Wealth Management, LLC12,421
0.2% of portfolio›$1.1M
Commonwealth Equity Services, LLC11,691
0.0% of portfolio›$1.1M
Cannon Advisors, Inc.11,687
0.6% of portfolio›$1.1M
BAM Wealth Management, LLC10,763
0.5% of portfolio›$988.0K
PFG Advisors9,035
0.0% of portfolio›$829.4K
Milestone Asset Management, LLC8,146
0.1% of portfolio›$747.9K
Cambridge Investment Research Advisors, Inc.8,074
0.0% of portfolio›$741
BLB&B Advisors, LLC6,429
0.0% of portfolio›$590.2K
Boomfish Wealth Group, LLC5,691
0.2% of portfolio›$522.5K
Nicholas Wealth, Llc.5,555
0.3% of portfolio›$510.0K
PKS Advisory Services, LLC5,522
0.1% of portfolio›$535.1K
Stonebridge Financial Group, LLC5,490
0.0% of portfolio›$504.0K
Net Worth Advisory Group5,261
0.1% of portfolio›$482.1K
Keystone Wealth Services, LLC4,102
0.1% of portfolio›$377.5K
Larson Financial Group LLC3,874
0.0% of portfolio›$355.6K
Womack Financial LLC3,843
0.2% of portfolio›$352.8K
TD Waterhouse Canada Inc.3,702
0.0% of portfolio›$339.2K
Choreo, LLC3,645
0.0% of portfolio›$334.6K
Evensky & Katz LLC3,551
0.0% of portfolio›$326
Fifth Third Bancorp3,120
0.0% of portfolio›$286.4K
Savant Capital, LLC2,896
0.0% of portfolio›$275.1K
Signal Advisors Wealth, LLC2,747
0.0% of portfolio›$252.2K
Nova Financial LLC2,670
0.1% of portfolio›$245.1K
Cornerstone Wealth Management, LLC2,622
0.0% of portfolio›$240.7K
Creative Planning2,615
0.0% of portfolio›$240.1K
Vise Technologies, Inc.2,310
0.0% of portfolio›$212.0K
Peak Financial Management, Inc.2,305
0.0% of portfolio›$211.6K
Nikulski Financial, Inc.2,297
0.0% of portfolio›$210.8K
EverSource Wealth Advisors, LLC1,817
0.0% of portfolio›$166.8K
US Bancorp \de\1,550
0.0% of portfolio›$142.3K
SRH Advisors, LLC1,400
0.0% of portfolio›$128.5K
Triumph Capital Management1,131
0.0% of portfolio›$103.8K
Private Trust Co NA1,085
0.0% of portfolio›$99.6K
PNC Financial Services Group, Inc.1,061
0.0% of portfolio›$97.4K
Tradewinds Capital Management, LLC943
0.0% of portfolio›$86.6K
GGM Financial LLC597
0.0% of portfolio›$54.8K
Golden State Wealth Management, LLC494
0.0% of portfolio›$45.4K
Wagner Wealth Management, LLC375
0.0% of portfolio›$34.4K
Capital Investment Advisory Services, LLC345
0.0% of portfolio›$31.7K
Ashton Thomas Private Wealth, LLC338
0.0% of portfolio›$31.0K
CX Institutional324
0.0% of portfolio›$30
Parkside Financial Bank & Trust287
0.0% of portfolio›$26.4K
Tsfg, LLC250
0.0% of portfolio›$23
Hoese & Co LLP223
0.0% of portfolio›$20.5K
Lodestone Wealth Management LLC126
0.0% of portfolio›$11.6K
Noble Wealth Management PBC110
0.0% of portfolio›$10.1K
Evolution Wealth Management Inc.105
0.0% of portfolio›$9.6K
Bangor Savings Bank73
0.0% of portfolio›$6.7K
Jacobi Capital Management LLC70
0.0% of portfolio›$6.4K
Register Financial Advisors LLC68
0.0% of portfolio›$6.2K
Root Financial Partners, LLC55
0.0% of portfolio›$5.1K
Provenance Wealth Advisors, LLC51
0.0% of portfolio›$4.7K
Compass Financial Management LLC38
0.0% of portfolio›$3.5K
Main Street Group, LTD26
0.0% of portfolio›$2.4K
IFP Advisors, Inc26
0.0% of portfolio›$2.4K
Blue Trust, Inc.15
0.0% of portfolio›$1.4K
Caldwell Trust Co11
0.0% of portfolio›$1.0K
Central Pacific Bank - Trust Division10
0.0% of portfolio›$918
Assetmark, Inc9
0.0% of portfolio›$826
Breakwater Investment Management4
0.0% of portfolio›$368
CoreCap Advisors, LLC1
0.0% of portfolio›$92
StyleTurnoverLocationFiled
RAM Investment Partners, LLC
635,372$58.3M9.2%ETFLowBellevue, WA2026-10-21
Mokosak Advisory Group, LLC
290,170$26.6M5.9%ETFVery LowUrbandale, IA2026-10-20
RFG Advisory, LLC
225,887$20.7M0.3%ETFMediumBirmingham, AL2026-11-03
Wealth Enhancement Advisory Services, LLC
201,009$18.5M0.0%CoreLowPlymouth, MN2026-10-13
XML Financial, LLC
182,276$16.7M1.2%ETFLowBethesda, MD2026-10-29
Novem Group
166,620$15.3M1.5%ETFMediumRochester, NY2026-10-19
McAdam, LLC
135,460$12.4M0.5%ETFLowPhiladelphia, PA2026-10-21
Myecfo, LLC
91,566$8.4M3.2%ETFVery LowLa Jolla, CA2026-10-14
Islay Capital Management, LLC
75,555$6.9M3.3%ETFMediumLubbock, TX2026-10-20
Modera Wealth Management, LLC
59,084$5.4M0.1%ETFVery LowWestwood, NJ2026-10-28
True North Advisors, LLC
49,832$4.6M0.3%CoreMediumDallas, TX2026-10-22
Independent Financial Group, LLC
43,034$4.0M0.1%GrowthLowSan Diego, CA2026-10-13
Parr Mcknight Wealth Management Group, LLC
36,171$3.3M0.4%CoreMediumMinneapolis, MN2026-10-30
Strategic Blueprint, LLC
26,910$2.5M0.1%ETFLowAtlanta, GA2026-10-22
Truist Financial Corp
26,153$2.4M0.0%CoreLowCharlotte, NC2026-10-30
Catalyst Investment Management LLC
21,846$2.0M1.8%ETFMediumWindham, NH2026-10-21
Farther Finance Advisors, LLC
19,135$1.8M0.0%IndexLowSan Francisco, CA2026-10-08
Great Waters Wealth Management
18,318$1.7M0.2%ETFVery LowShoreview, MN2026-10-07
Trek Financial, LLC
17,983$1.7M0.1%ETFHighScottsdale, AZ2026-10-29
Asset One Wealth Management LLC
17,476$1.6M0.1%GrowthLowBellevue, WA2026-11-02
Alliance Wealth Management Group
17,424$1.6M0.3%ETFLowFlemington, NJ2026-10-29
Towercrest Capital Management
17,424$1.6M0.2%ETFVery LowNewtown, PA2026-10-23
Unique Wealth Strategies, LLC
17,142$1.7M0.6%CoreMediumBurr Ridge, IL2026-10-13
Bank of New York Mellon Corp
15,740$1.4M0.0%CoreLowNew York, NY2026-11-05
Security Financial Services, Inc.
14,874$1.4M0.2%ETFMediumFort Wayne, IN2026-10-29
Davenport & Co LLC
14,282$1.3M0.0%CoreMediumRichmond, VA2026-10-14
IPG Investment Advisors LLC
13,750$1.3M0.2%CoreMediumSan Diego, CA2026-10-30
Laurel OAK Wealth Management, LLC
12,421$1.1M0.2%GrowthLowMarlton, NJ2026-10-19
Commonwealth Equity Services, LLC
11,691$1.1M0.0%ETFLowWaltham, MA2026-11-02
Cannon Advisors, Inc.
11,687$1.1M0.6%GrowthHighCharlotte, NC2026-10-14
BAM Wealth Management, LLC
10,763$988.0K0.5%ETFHighLakewood, CO2026-10-15
PFG Advisors
9,035$829.4K0.0%ETFMediumPhoenix, AZ2026-10-16
Milestone Asset Management, LLC
8,146$747.9K0.1%GrowthHighPittsburgh, PA2026-10-15
Cambridge Investment Research Advisors, Inc.
8,074$7410.0%ETFLowFairfield, IA2026-11-02
BLB&B Advisors, LLC
6,429$590.2K0.0%ETFLowMontgomeryville, PA2026-10-27
Boomfish Wealth Group, LLC
5,691$522.5K0.2%GrowthMediumAlpharetta, GA2026-10-22
Nicholas Wealth, Llc.
5,555$510.0K0.3%GrowthMediumMarietta, GA2026-10-26
PKS Advisory Services, LLC
5,522$535.1K0.1%ETFMediumAlbany, NY2026-10-26
Stonebridge Financial Group, LLC
5,490$504.0K0.0%ETFMediumWormleysburg, PA2026-10-01
Net Worth Advisory Group
5,261$482.1K0.1%GARPMediumSandy, UT2026-10-20
Keystone Wealth Services, LLC
4,102$377.5K0.1%ETFHighPalm Desert, CA2026-11-03
Larson Financial Group LLC
3,874$355.6K0.0%GrowthLowSt Louis, MO2026-11-05
Womack Financial LLC
3,843$352.8K0.2%CoreVery LowDallas, TX2026-10-14
TD Waterhouse Canada Inc.
3,702$339.2K0.0%CoreLowToronto, Australia2026-10-16
Choreo, LLC
3,645$334.6K0.0%IndexLowRockford, IL2026-10-28
Evensky & Katz LLC
3,551$3260.0%ETFVery LowCoral Gables, FL2026-10-27
Fifth Third Bancorp
3,120$286.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Savant Capital, LLC
2,896$275.1K0.0%IndexVery LowRockford, IL2026-11-06
Signal Advisors Wealth, LLC
2,747$252.2K0.0%ETFLowDetroit, MI2026-10-13
Nova Financial LLC
2,670$245.1K0.1%N/AN/ATucson, AZ2026-11-04
Cornerstone Wealth Management, LLC
2,622$240.7K0.0%ETFVery LowSt. Peters, MO2026-11-04
Creative Planning
2,615$240.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Vise Technologies, Inc.
2,310$212.0K0.0%IndexLowNew York, NY2026-10-29
Peak Financial Management, Inc.
2,305$211.6K0.0%ETFVery LowWellesley, MA2026-10-16
Nikulski Financial, Inc.
2,297$210.8K0.0%GrowthMediumBettendorf, IA2026-11-06
EverSource Wealth Advisors, LLC
1,817$166.8K0.0%CoreMediumBirmingham, AL2026-11-04
US Bancorp \de\
1,550$142.3K0.0%IndexLowMinneapolis, MN2026-11-05
SRH Advisors, LLC
1,400$128.5K0.0%ETFVery LowSalina, KS2026-10-22
Triumph Capital Management
1,131$103.8K0.0%ETFMediumDenver, CO2026-10-14
Private Trust Co NA
1,085$99.6K0.0%CoreLowCleveland, OH2026-10-20
PNC Financial Services Group, Inc.
1,061$97.4K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Tradewinds Capital Management, LLC
943$86.6K0.0%ETFVery HighBellingham, WA2026-10-23
GGM Financial LLC
597$54.8K0.0%ETFMediumColumbus, OH2026-11-05
Golden State Wealth Management, LLC
494$45.4K0.0%ETFMediumSanta Ana, CA2026-11-02
Wagner Wealth Management, LLC
375$34.4K0.0%ETFLowGreenville, SC2026-10-21
Capital Investment Advisory Services, LLC
345$31.7K0.0%CoreMediumRaleigh, NC2026-10-30
Ashton Thomas Private Wealth, LLC
338$31.0K0.0%CoreMediumScottsdale, AZ2026-11-03
CX Institutional
324$300.0%CoreMediumAuburn, IN2026-10-02
Parkside Financial Bank & Trust
287$26.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Tsfg, LLC
250$230.0%ETFLowLake Forest, IL2026-10-23
Hoese & Co LLP
223$20.5K0.0%ETFLowGlencoe, MN2026-10-21
Lodestone Wealth Management LLC
126$11.6K0.0%CoreLowSpokane, WA2026-10-14
Noble Wealth Management PBC
110$10.1K0.0%YieldMediumGreenwood Village, CO2026-10-01
Evolution Wealth Management Inc.
105$9.6K0.0%ETFMediumFort Myers, FL2026-10-28
Bangor Savings Bank
73$6.7K0.0%ETFLowBangor, ME2026-10-06
Jacobi Capital Management LLC
70$6.4K0.0%CoreLowPittston, PA2026-11-05
Register Financial Advisors LLC
68$6.2K0.0%GARPLowAtlanta, GA2026-10-23
Root Financial Partners, LLC
55$5.1K0.0%ETFMediumEncinitas, CA2026-10-21
Provenance Wealth Advisors, LLC
51$4.7K0.0%ETFLowFort Lauderdale, FL2026-10-30
Compass Financial Management LLC
38$3.5K0.0%CoreN/ATampa, FL2026-10-30
Main Street Group, LTD
26$2.4K0.0%ETFMediumGlen Allen, VA2026-10-28
IFP Advisors, Inc
26$2.4K0.0%GrowthLowTampa, FL2026-10-16
Blue Trust, Inc.
15$1.4K0.0%ETFLowBrentwood, TN2026-10-15
Caldwell Trust Co
11$1.0K0.0%GrowthLowVenice, FL2026-10-30
Central Pacific Bank - Trust Division
10$9180.0%CoreMediumHonolulu, HI2026-10-06
Assetmark, Inc
9$8260.0%ETFLowConcord, CA2026-10-21
Breakwater Investment Management
4$3680.0%ETFLowSeattle, WA2026-10-20
CoreCap Advisors, LLC
1$920.0%ETFMediumSouthfield, MI2026-10-08