PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 1.77 M | $174.76 M | -1.51% | 13.01% |
| LPL FINANCIAL LLC | 11/12/2025 | 1.11 M | $109.59 M | 33.05% | 8.15% |
| CWM, LLC | 10/15/2025 | 1.11 M | $109.12 M | -18.28% | 8.12% |
| MORGAN STANLEY | 11/14/2025 | 623.58 K | $61.50 M | 5.07% | 4.58% |
| RAM INVESTMENT PARTNERS, LLC | 11/03/2025 | 426.86 K | $42.10 M | 12.11% | 3.13% |
| ALLIANZ ASSET MANAGEMENT GMBH | 11/04/2025 | 328.10 K | $32.36 M | -21.02% | 2.41% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 11/10/2025 | 321.91 K | $31.75 M | -13.22% | 2.36% |
| VICKERMAN INVESTMENT ADVISORS, INC. | 11/03/2025 | 234.19 K | $23.10 M | 3.05% | 1.72% |
| MOKOSAK ADVISORY GROUP, LLC | 10/21/2025 | 233.88 K | $23.07 M | 3.21% | 1.72% |
| UBS GROUP AG | 11/13/2025 | 199.53 K | $19.68 M | 0.06% | 1.46% |
| XML FINANCIAL, LLC | 10/20/2025 | 182.08 K | $17.96 M | 8.73% | 1.34% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 179.93 K | $17.74 M | 24.71% | 1.32% |
| BANK OF NOVA SCOTIA | 11/14/2025 | 140.08 K | $13.81 M | 29.24% | 1.03% |
| GREAT VALLEY ADVISOR GROUP, INC. | 11/14/2025 | 139.11 K | $13.72 M | -64.20% | 1.02% |
| NOVEM GROUP | 11/10/2025 | 136.73 K | $13.48 M | 6.79% | 1.00% |
| MODERN WEALTH MANAGEMENT, LLC | 11/12/2025 | 136.53 K | $13.46 M | 100.00% | 1.00% |
| MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. | 10/30/2025 | 131.71 K | $12.99 M | -12.31% | 0.97% |
| GALLAGHER FIDUCIARY ADVISORS, LLC | 11/14/2025 | 123.73 K | $12.20 M | -99.04% | 0.91% |
| ALLIANCE WEALTH MANAGEMENT GROUP | 10/28/2025 | 113.65 K | $11.21 M | 3.20% | 0.83% |
| TOWERCREST CAPITAL MANAGEMENT | 10/24/2025 | 113.65 K | $11.21 M | 3.20% | 0.83% |
| ROYAL BANK OF CANADA | 11/14/2025 | 106.32 K | $10.49 M | 0.08% | 0.78% |
| FORTIS CAPITAL MANAGEMENT LLC | 11/10/2025 | 99.84 K | $9.85 M | 12.54% | 0.73% |
| MCADAM, LLC | 10/29/2025 | 96.18 K | $9.49 M | 4.70% | 0.71% |
| NET WORTH ADVISORY GROUP | 10/15/2025 | 93.29 K | $9.20 M | -4.37% | 0.68% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 85.61 K | $8.44 M | -2.48% | 0.63% |
| FLOW TRADERS U.S. LLC | 11/14/2025 | 81.38 K | $8.03 M | 15.92% | 0.60% |
| MML INVESTORS SERVICES, LLC | 11/14/2025 | 79.46 K | $7.84 M | -1.34% | 0.58% |
| AUSDAL FINANCIAL PARTNERS, INC. | 11/14/2025 | 79.06 K | $7.80 M | 2.76% | 0.58% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 74.89 K | $7.39 M | -32.14% | 0.55% |
| SEQUOIA FINANCIAL ADVISORS, LLC | 10/29/2025 | 68.96 K | $6.80 M | 2,665.04% | 0.51% |
| MYECFO, LLC | 10/10/2025 | 66.41 K | $6.56 M | 15.86% | 0.49% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 65.00 K | $6.41 M | 67.86% | 0.48% |
| LINDENWOLD ADVISORS, INC | 12/16/2025 | 60.13 K | $5.93 M | 4.72% | 0.44% |
| CAPE COD FIVE CENTS SAVINGS BANK | 11/14/2025 | 59.86 K | $5.95 M | 0.00% | 0.44% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 59.12 K | $5.82 M | 15.50% | 0.43% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 57.64 K | $5.68 M | -6.39% | 0.42% |
| CREATIVEONE WEALTH, LLC | 11/13/2025 | 53.04 K | $5.23 M | -34.98% | 0.39% |
| CERITY PARTNERS LLC | 10/22/2025 | 51.03 K | $5.03 M | -11.35% | 0.37% |
| JANE STREET GROUP, LLC | 11/14/2025 | 49.84 K | $4.92 M | 180.29% | 0.37% |
| ISLAY CAPITAL MANAGEMENT, LLC | 11/12/2025 | 48.90 K | $4.82 M | 6.43% | 0.36% |
| PURE PORTFOLIOS HOLDINGS LLC | 10/15/2025 | 45.90 K | $4.53 M | 7.42% | 0.34% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 44.79 K | $4.42 M | 31.73% | 0.33% |
| BERNARD WEALTH MANAGEMENT CORP. | 10/14/2025 | 41.51 K | $4.09 M | 10.89% | 0.30% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 40.69 K | $4.01 M | 4.98% | 0.30% |
| EVENSKY & KATZ LLC | 11/13/2025 | 38.48 K | $3.79 M | 73.07% | 0.28% |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 11/10/2025 | 37.67 K | $3.71 M | -8.13% | 0.28% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 36.32 K | $3.58 M | 93.44% | 0.27% |
| INTEGRATED WEALTH CONCEPTS LLC | 11/14/2025 | 35.59 K | $3.51 M | -5.27% | 0.26% |
| JPMORGAN CHASE & CO | 11/26/2025 | 35.18 K | $3.47 M | -6.43% | 0.26% |
| SHEPHERD KAPLAN KROCHUK, LLC | 11/13/2025 | 33.21 K | $3.27 M | 0.46% | 0.24% |
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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 203 institutional investors and hedge funds held shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund. The most heavily invested institutionals were:
Mokosak Advisory Group, LLC: 238,772
NOVEM GROUP: 143,324
Migdal Insurance & Financial Holdings Ltd.: 140,919
True North Advisors, LLC: 52,918
PURE PORTFOLIOS HOLDINGS LLC: 48,240
Sequoia Financial Advisors, LLC: 46,774
76.17% of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.69 M shares in the last 24 months. This purchase volume represents approximately $950.69 M in transactions.