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 |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 05/15/2026 | 14.04 M | $145.02 K | 9,580.00% | 84.55% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 4.57 M | $442.42 M | 150.66% | 27.53% |
| LPL FINANCIAL LLC | 05/06/2026 | 1.26 M | $122.31 M | 2.57% | 7.61% |
| CWM, LLC | 05/14/2026 | 1.14 M | $110.20 M | 2.66% | 6.86% |
| MORGAN STANLEY | 05/15/2026 | 759.51 K | $73.52 M | 14.91% | 4.57% |
| RAM INVESTMENT PARTNERS, LLC | 05/04/2026 | 530.35 K | $51.34 M | 12.74% | 3.19% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 05/08/2026 | 373.79 K | $36.18 M | 4.93% | 2.25% |
| ALLIANZ ASSET MANAGEMENT GMBH | 05/11/2026 | 338.42 K | $32.76 M | 14.12% | 2.04% |
| BANK OF NOVA SCOTIA | 05/14/2026 | 266.43 K | $25.87 M | 67.17% | 1.60% |
| MOKOSAK ADVISORY GROUP, LLC | 04/28/2026 | 257.88 K | $24.96 M | 8.00% | 1.55% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 228.88 K | $22.16 M | 34.48% | 1.38% |
| UBS GROUP AG | 05/05/2026 | 205.00 K | $19.84 M | 5.04% | 1.23% |
| XML FINANCIAL, LLC | 04/16/2026 | 184.23 K | $17.83 M | 4.41% | 1.11% |
| NOVEM GROUP | 04/13/2026 | 150.81 K | $14.60 M | 5.22% | 0.91% |
| MODERN WEALTH MANAGEMENT, LLC | 05/14/2026 | 145.36 K | $14.03 M | 3.87% | 0.88% |
| MCADAM, LLC | 05/08/2026 | 109.27 K | $10.58 M | 6.18% | 0.66% |
| NET WORTH ADVISORY GROUP | 05/05/2026 | 106.22 K | $10.28 M | 2.04% | 0.64% |
| ROYAL BANK OF CANADA | 05/15/2026 | 103.16 K | $9.99 M | -0.81% | 0.62% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 95.22 K | $9.13 M | 21.40% | 0.57% |
| AUSDAL FINANCIAL PARTNERS, INC. | 05/12/2026 | 84.35 K | $8.17 M | 2.40% | 0.51% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 84.29 K | $8.16 M | 10.00% | 0.51% |
| MYECFO, LLC | 04/08/2026 | 82.77 K | $8.01 M | 8.52% | 0.50% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 81.76 K | $7.91 M | 4.34% | 0.49% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 79.01 K | $7.65 M | -23.58% | 0.48% |
| ISLAY CAPITAL MANAGEMENT, LLC | 05/14/2026 | 78.06 K | $7.56 M | 26.06% | 0.47% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 72.47 K | $7.01 M | -17.00% | 0.44% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 67.78 K | $6.55 M | -5.50% | 0.41% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 66.66 K | $6.45 M | 21.42% | 0.40% |
| CITADEL ADVISORS LLC | 05/15/2026 | 65.41 K | $6.33 M | 98.30% | 0.39% |
| EVENSKY & KATZ LLC | 04/22/2026 | 65.06 K | $6.30 M | 30.07% | 0.39% |
| WAVERLY ADVISORS, LLC | 05/15/2026 | 60.88 K | $5.89 M | 458.51% | 0.37% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 59.77 K | $5.79 M | 0.89% | 0.36% |
| CERITY PARTNERS LLC | 05/15/2026 | 59.55 K | $5.76 M | -52.86% | 0.36% |
| FORTIS CAPITAL MANAGEMENT LLC | 05/12/2026 | 57.79 K | $5.59 M | -47.07% | 0.35% |
| CREATIVEONE WEALTH, LLC | 05/15/2026 | 57.00 K | $5.52 M | 6.88% | 0.34% |
| DAKOTA WEALTH MANAGEMENT | 05/07/2026 | 53.15 K | $5.15 M | -11.23% | 0.32% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 50.70 K | $4.91 M | 1.20% | 0.31% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 50.66 K | $4.91 M | 21.16% | 0.31% |
| TRUE NORTH ADVISORS, LLC | 05/07/2026 | 49.93 K | $4.83 M | -5.64% | 0.30% |
| BERNARD WEALTH MANAGEMENT CORP. | 05/15/2026 | 46.00 K | $4.45 M | 3.21% | 0.28% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 38.89 K | $3.76 M | 5.94% | 0.23% |
| FIRST AMERICAN TRUST, FSB | 05/12/2026 | 38.55 K | $3.73 M | 100.00% | 0.23% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 37.71 K | $3.65 M | 33.62% | 0.23% |
| JPMORGAN CHASE & CO | 05/13/2026 | 35.96 K | $3.46 M | -3.65% | 0.22% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 35.85 K | $3.47 M | 100.00% | 0.22% |
| SEQUOIA FINANCIAL ADVISORS, LLC | 04/30/2026 | 35.65 K | $3.45 M | -23.78% | 0.21% |
| RFG ADVISORY, LLC | 04/20/2026 | 35.33 K | $3.42 M | 359.82% | 0.21% |
| SHEPHERD KAPLAN KROCHUK, LLC | 05/15/2026 | 34.27 K | $3.32 M | -6.76% | 0.21% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 34.11 K | $3.30 M | 8.94% | 0.21% |
| WAYFINDING FINANCIAL, LLC | 05/12/2026 | 32.78 K | $3.17 M | -21.92% | 0.20% |
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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 274 institutional investors and hedge funds held shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund. The most heavily invested institutionals were:
Gallagher Fiduciary Advisors, LLC: 14.04 M
BANK OF AMERICA CORP /DE/: 4.57 M
LPL Financial LLC: 1.26 M
CWM, LLC: 1.14 M
MORGAN STANLEY: 759,514
RAM Investment Partners, LLC: 530,354
165.86% of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 28.82 M shares in the last 24 months. This purchase volume represents approximately $2.83 B in transactions.