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/ | 02/17/2026 | 1.82 M | $178.41 M | 2.89% | 12.31% |
| LPL FINANCIAL LLC | 02/11/2026 | 1.23 M | $120.54 M | 10.86% | 8.25% |
| CWM, LLC | 01/26/2026 | 1.11 M | $108.51 M | 0.22% | 7.49% |
| MORGAN STANLEY | 02/13/2026 | 660.98 K | $64.68 M | 6.00% | 4.46% |
| RAM INVESTMENT PARTNERS, LLC | 02/12/2026 | 470.40 K | $46.03 M | 10.20% | 3.15% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 02/13/2026 | 356.24 K | $34.86 M | 10.66% | 2.39% |
| ALLIANZ ASSET MANAGEMENT GMBH | 02/11/2026 | 296.54 K | $29.02 M | -9.62% | 1.99% |
| MOKOSAK ADVISORY GROUP, LLC | 02/03/2026 | 238.77 K | $23.36 M | 2.09% | 1.71% |
| VICKERMAN INVESTMENT ADVISORS, INC. | 02/12/2026 | 209.63 K | $20.51 M | -10.49% | 1.40% |
| UBS GROUP AG | 01/29/2026 | 195.16 K | $19.10 M | -2.19% | 1.32% |
| XML FINANCIAL, LLC | 02/11/2026 | 176.45 K | $17.27 M | -3.09% | 1.18% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 170.20 K | $16.65 M | -5.41% | 1.15% |
| BANK OF NOVA SCOTIA | 02/13/2026 | 159.38 K | $15.59 M | 13.78% | 1.07% |
| NOVEM GROUP | 01/27/2026 | 143.32 K | $14.02 M | 4.82% | 1.02% |
| MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. | 01/28/2026 | 140.92 K | $13.85 M | 6.99% | 1.01% |
| GALLAGHER FIDUCIARY ADVISORS, LLC | 02/17/2026 | 145.02 K | $14.19 M | 17.20% | 0.98% |
| MODERN WEALTH MANAGEMENT, LLC | 02/17/2026 | 139.95 K | $13.69 M | 2.50% | 0.94% |
| GREAT VALLEY ADVISOR GROUP, INC. | 02/12/2026 | 136.32 K | $13.34 M | -2.00% | 0.91% |
| CERITY PARTNERS LLC | 02/11/2026 | 126.34 K | $12.36 M | 147.59% | 0.85% |
| NET WORTH ADVISORY GROUP | 01/14/2026 | 104.09 K | $10.19 M | 11.58% | 0.74% |
| FORTIS CAPITAL MANAGEMENT LLC | 02/13/2026 | 109.17 K | $10.68 M | 9.34% | 0.73% |
| ROYAL BANK OF CANADA | 02/17/2026 | 104.00 K | $10.18 M | -2.17% | 0.70% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 103.38 K | $10.12 M | 20.76% | 0.70% |
| MCADAM, LLC | 02/13/2026 | 102.91 K | $10.07 M | 7.00% | 0.69% |
| JANE STREET GROUP, LLC | 02/12/2026 | 91.43 K | $8.95 M | 83.44% | 0.65% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 87.31 K | $8.54 M | 9.88% | 0.59% |
| AUSDAL FINANCIAL PARTNERS, INC. | 02/13/2026 | 82.37 K | $8.06 M | 4.19% | 0.55% |
| MYECFO, LLC | 01/12/2026 | 76.27 K | $7.50 M | 14.86% | 0.55% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 78.36 K | $7.67 M | 4.64% | 0.53% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 78.44 K | $7.67 M | 32.68% | 0.53% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 76.63 K | $7.50 M | 17.90% | 0.52% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 71.72 K | $7.02 M | 218.56% | 0.48% |
| DAKOTA WEALTH MANAGEMENT | 01/13/2026 | 59.88 K | $5.86 M | 100.00% | 0.43% |
| ISLAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 61.92 K | $6.06 M | 26.64% | 0.42% |
| CAPE COD FIVE CENTS SAVINGS BANK | 02/13/2026 | 59.86 K | $5.95 M | 0.00% | 0.40% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 59.24 K | $5.80 M | 2.78% | 0.40% |
| TRUE NORTH ADVISORS, LLC | 01/22/2026 | 52.92 K | $5.18 M | 100.00% | 0.38% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 54.90 K | $5.37 M | 212.16% | 0.37% |
| CREATIVEONE WEALTH, LLC | 02/13/2026 | 53.33 K | $5.22 M | 0.54% | 0.36% |
| EVENSKY & KATZ LLC | 02/05/2026 | 50.02 K | $4.89 M | 30.01% | 0.36% |
| PURE PORTFOLIOS HOLDINGS LLC | 01/30/2026 | 48.24 K | $4.72 M | 5.10% | 0.34% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 50.10 K | $4.90 M | 11.85% | 0.34% |
| SEQUOIA FINANCIAL ADVISORS, LLC | 02/03/2026 | 46.77 K | $4.58 M | -32.17% | 0.33% |
| BERNARD WEALTH MANAGEMENT CORP. | 01/15/2026 | 44.57 K | $4.36 M | 7.38% | 0.32% |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 02/10/2026 | 42.29 K | $4.14 M | 12.28% | 0.28% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 41.81 K | $4.10 M | 2.77% | 0.28% |
| WAYFINDING FINANCIAL, LLC | 02/12/2026 | 41.99 K | $4.13 M | 100.00% | 0.28% |
| JPMORGAN CHASE & CO | 02/11/2026 | 37.32 K | $3.65 M | 6.07% | 0.27% |
| SHEPHERD KAPLAN KROCHUK, LLC | 02/13/2026 | 36.75 K | $3.60 M | 10.68% | 0.25% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 36.71 K | $3.59 M | 3.15% | 0.25% |
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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 270 institutional investors and hedge funds held shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund. The most heavily invested institutionals were:
RAM Investment Partners, LLC: 530,354
Mokosak Advisory Group, LLC: 257,877
UBS Group AG: 204,997
XML Financial, LLC: 184,228
NOVEM GROUP: 150,807
Net Worth Advisory Group: 106,215
77.86% of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 12.44 M shares in the last 24 months. This purchase volume represents approximately $1.22 B in transactions.