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/ | 08/14/2026 | 4.54 M | $439.57 M | -0.75% | 26.92% |
| LPL FINANCIAL LLC | 08/07/2026 | 1.17 M | $113.46 M | -7.33% | 6.95% |
| MORGAN STANLEY | 08/13/2026 | 841.65 K | $81.56 M | 10.81% | 4.99% |
| RAM INVESTMENT PARTNERS, LLC | 07/29/2026 | 561.75 K | $54.43 M | 5.92% | 3.33% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 08/07/2026 | 387.39 K | $37.54 M | 3.64% | 2.30% |
| ALLIANZ ASSET MANAGEMENT GMBH | 09/02/2026 | 380.79 K | $36.90 M | 12.52% | 2.26% |
| MOKOSAK ADVISORY GROUP, LLC | 08/03/2026 | 272.42 K | $26.40 M | 5.64% | 1.62% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 208.32 K | $20.19 M | -8.98% | 1.24% |
| UBS GROUP AG | 08/13/2026 | 207.72 K | $20.13 M | 1.33% | 1.23% |
| XML FINANCIAL, LLC | 07/24/2026 | 182.66 K | $17.70 M | -0.85% | 1.08% |
| NOVEM GROUP | 07/21/2026 | 156.84 K | $15.20 M | 4.00% | 0.93% |
| GALLAGHER FIDUCIARY ADVISORS, LLC | 08/14/2026 | 151.82 K | $14.71 M | -98.92% | 0.90% |
| MCADAM, LLC | 08/04/2026 | 139.19 K | $13.49 M | 27.38% | 0.83% |
| RFG ADVISORY, LLC | 07/15/2026 | 109.48 K | $10.61 M | 209.90% | 0.65% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 108.78 K | $10.54 M | 29.05% | 0.65% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 101.46 K | $9.87 M | 6.56% | 0.60% |
| ROYAL BANK OF CANADA | 08/14/2026 | 96.11 K | $9.31 M | -6.84% | 0.57% |
| MYECFO, LLC | 08/10/2026 | 88.58 K | $8.59 M | 7.02% | 0.53% |
| ISLAY CAPITAL MANAGEMENT, LLC | 08/13/2026 | 85.56 K | $8.29 M | 9.62% | 0.51% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 84.01 K | $8.14 M | 2.75% | 0.50% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 83.72 K | $8.11 M | 5.97% | 0.50% |
| EVENSKY & KATZ LLC | 07/22/2026 | 82.93 K | $8.04 M | 27.46% | 0.49% |
| MODERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 79.37 K | $7.69 M | -45.40% | 0.47% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 79.10 K | $7.66 M | 9.16% | 0.47% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 73.27 K | $7.10 M | 8.10% | 0.43% |
| MODERA WEALTH MANAGEMENT, LLC | 08/03/2026 | 71.49 K | $6.93 M | 100.00% | 0.42% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 70.83 K | $6.86 M | 6.25% | 0.42% |
| WAVERLY ADVISORS, LLC | 08/14/2026 | 62.38 K | $6.04 M | 2.46% | 0.37% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 61.29 K | $5.94 M | 2.53% | 0.36% |
| MARINER, LLC | 08/13/2026 | 59.81 K | $5.80 M | 481.83% | 0.35% |
| CERITY PARTNERS LLC | 08/14/2026 | 58.91 K | $5.71 M | -1.07% | 0.35% |
| DAKOTA WEALTH MANAGEMENT | 08/07/2026 | 55.93 K | $5.42 M | 5.22% | 0.33% |
| CREATIVEONE WEALTH, LLC | 08/13/2026 | 55.18 K | $5.35 M | -3.19% | 0.33% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 54.49 K | $5.28 M | 7.48% | 0.32% |
| FORTIS CAPITAL MANAGEMENT LLC | 08/13/2026 | 54.31 K | $5.26 M | -6.01% | 0.32% |
| AUSDAL FINANCIAL PARTNERS, INC. | 08/14/2026 | 53.99 K | $5.23 M | -36.00% | 0.32% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 53.00 K | $5.14 M | 4.63% | 0.31% |
| TRUE NORTH ADVISORS, LLC | 07/22/2026 | 50.24 K | $4.87 M | 0.61% | 0.30% |
| BERNARD WEALTH MANAGEMENT CORP. | 08/21/2026 | 50.08 K | $4.85 M | 8.87% | 0.30% |
| FIRST AMERICAN TRUST, FSB | 08/10/2026 | 48.08 K | $4.66 M | 24.71% | 0.29% |
| CAPE COD FIVE CENTS SAVINGS BANK | 08/14/2026 | 47.97 K | $4.65 M | 100.00% | 0.28% |
| JPMORGAN CHASE & CO | 08/12/2026 | 47.60 K | $4.64 M | 32.39% | 0.28% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 42.39 K | $4.11 M | 24.28% | 0.25% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 39.00 K | $3.78 M | 0.29% | 0.23% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 35.71 K | $3.46 M | -5.30% | 0.21% |
| WAYFINDING FINANCIAL, LLC | 08/13/2026 | 35.04 K | $3.40 M | 6.89% | 0.21% |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 08/05/2026 | 34.53 K | $3.35 M | 6.14% | 0.20% |
| SHEPHERD KAPLAN KROCHUK, LLC | 08/14/2026 | 32.39 K | $3.14 M | -5.49% | 0.19% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 28.73 K | $2.78 M | 12.51% | 0.17% |
| PAX FINANCIAL GROUP, LLC | 08/05/2026 | 28.54 K | $2.77 M | -0.09% | 0.17% |
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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 284 institutional investors and hedge funds held shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund. The most heavily invested institutionals were:
BANK OF AMERICA CORP /DE/: 4.54 M
LPL Financial LLC: 1.17 M
MORGAN STANLEY: 841,654
RAM Investment Partners, LLC: 561,746
Resources Investment Advisors, LLC.: 387,390
Allianz Asset Management GmbH: 380,794
73.17% of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 14.74 M shares in the last 24 months. This purchase volume represents approximately $1.45 B in transactions.