PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUND · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 0.03% | 0.03% | #72 | $439.6M | 4.5M | $442.4M | 4.6M | -34,056-0.75% | Reduce | |
| LPL Financial LLC | 0.03% | 0.03% | #74 | $113.5M | 1.2M | $122.3M | 1.3M | -92,657-7.33% | Reduce | |
| MORGAN STANLEY | <0.01% | <0.01% | #119 | $81.6M | 841,654 | $61.5M | 623,584 | +218,070+34.97% | Add | |
| RAM Investment Partners, LLC | 8.71% | 9.02% | #1 | $54.4M | 561,746 | $51.3M | 530,354 | +31,392+5.92% | Add | |
| OneDigital Investment Advisors LLC | 0.32% | 0.35% | #23 | $37.5M | 387,390 | $36.2M | 373,790 | +13,600+3.64% | Add | |
| Allianz Asset Management GmbH | 0.03% | 0.03% | #71 | $36.9M | 380,794 | $32.8M | 338,423 | +42,371+12.52% | Add | |
| Mokosak Advisory Group, LLC | 5.72% | 6.25% | #2 | $26.4M | 272,417 | $25.0M | 257,877 | +14,540+5.64% | Add | |
| NewEdge Advisors, LLC | 0.06% | 0.08% | #54 | $20.2M | 208,319 | $22.2M | 228,881 | -20,562-8.98% | Reduce | |
| UBS Group AG | <0.01% | <0.01% | #129 | $20.1M | 207,715 | $19.8M | 204,997 | +2,718+1.33% | Add | |
| XML Financial, LLC | 1.29% | 1.44% | #9 | $17.7M | 182,658 | $17.8M | 184,228 | -1,570-0.85% | Reduce | |
| NOVEM GROUP | 1.54% | 1.67% | #7 | $15.2M | 156,839 | $14.6M | 150,807 | +6,032+4.00% | Add | |
| Gallagher Fiduciary Advisors, LLC | 0.43% | <0.01% | #17 | $14.7M | 151,820 | $145,021 | 14.0M | -13.9M-98.92% | Reduce | |
| McAdam, LLC | 0.52% | 0.48% | #15 | $13.5M | 139,192 | $10.6M | 109,271 | +29,921+27.38% | Add | |
| RFG Advisory, LLC | 0.17% | 0.06% | #38 | $10.6M | 109,483 | $3.4M | 35,328 | +74,155+209.90% | Add | |
| Cetera Investment Advisers | 0.01% | 0.01% | #97 | $10.5M | 108,776 | $8.2M | 84,292 | +24,484+29.05% | Add | |
| JONES FINANCIAL COMPANIES LLLP | <0.01% | <0.01% | #122 | $9.9M | 101,464 | $9.1M | 95,217 | +6,247+6.56% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #147 | $9.3M | 96,106 | $10.0M | 103,164 | -7,058-6.84% | Reduce | |
| MYECFO, LLC | 3.24% | 3.35% | #4 | $8.6M | 88,576 | $8.0M | 82,766 | +5,810+7.02% | Add | |
| ISLAY CAPITAL MANAGEMENT, LLC | 3.83% | 3.84% | #3 | $8.3M | 85,564 | $7.6M | 78,056 | +7,508+9.62% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #139 | $8.1M | 84,009 | $7.9M | 81,757 | +2,252+2.75% | Add | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #148 | $8.1M | 83,720 | $7.6M | 79,005 | +4,715+5.97% | Add | |
| Evensky & Katz LLC | 0.42% | 0.36% | #18 | $8.0M | 82,927 | $6.3M | 65,063 | +17,864+27.46% | Add | |
| Modern Wealth Management, LLC | 0.09% | 0.24% | #47 | $7.7M | 79,372 | $14.0M | 145,358 | -65,986-45.40% | Reduce | |
| MML INVESTORS SERVICES, LLC | 0.02% | 0.02% | #84 | $7.7M | 79,101 | $7.0M | 72,466 | +6,635+9.16% | Add | |
| AMERIPRISE FINANCIAL INC | <0.01% | <0.01% | #145 | $7.1M | 73,274 | $6.6M | 67,781 | +5,493+8.10% | Add | |
| Modera Wealth Management, LLC | 0.07% | — | #50 | $6.9M | 71,487 | $0 | 0 | +71,487 | New Buy | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | <0.01% | <0.01% | #125 | $6.9M | 70,825 | $6.5M | 66,658 | +4,167+6.25% | Add | |
| Integrated Wealth Concepts LLC | 0.03% | 0.03% | #70 | $6.7M | 68,642 | $3.8M | 38,885 | +29,757+76.53% | Add | |
| Waverly Advisors, LLC | 0.04% | 0.04% | #66 | $6.0M | 62,382 | $5.9M | 60,883 | +1,499+2.46% | Add | |
| Private Advisor Group, LLC | 0.03% | 0.03% | #73 | $5.9M | 61,285 | $5.8M | 59,771 | +1,514+2.53% | Add | |
| Mariner, LLC | 0.01% | <0.01% | #112 | $5.8M | 59,812 | $995,104 | 10,280 | +49,532+481.83% | Add | |
| Cerity Partners LLC | 0.01% | 0.01% | #106 | $5.7M | 58,910 | $5.8M | 59,549 | -639-1.07% | Reduce | |
| Dakota Wealth Management | 0.1% | 0.11% | #45 | $5.4M | 55,926 | $5.1M | 53,154 | +2,772+5.22% | Add | |
| CreativeOne Wealth, LLC | 0.12% | 0.13% | #44 | $5.3M | 55,179 | $5.5M | 56,996 | -1,817-3.19% | Reduce | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #146 | $5.3M | 54,493 | $4.9M | 50,701 | +3,792+7.48% | Add | |
| Fortis Capital Management LLC | 0.59% | 0.57% | #14 | $5.3M | 54,312 | $5.6M | 57,787 | -3,475-6.01% | Reduce | |
| Ausdal Financial Partners, Inc. | 0.2% | 0.36% | #30 | $5.2M | 53,985 | $8.2M | 84,352 | -30,367-36.00% | Reduce | |
| OSAIC HOLDINGS, INC. | 0.01% | 0.01% | #111 | $5.1M | 53,003 | $4.9M | 50,659 | +2,344+4.63% | Add | |
| True North Advisors, LLC | 0.47% | 0.55% | #16 | $4.9M | 50,239 | $4.8M | 49,933 | +306+0.61% | Add | |
| FIRST AMERICAN TRUST, FSB | 0.28% | 0.25% | #25 | $4.7M | 48,081 | $3.7M | 38,554 | +9,527+24.71% | Add | |
| CAPE COD FIVE CENTS SAVINGS BANK | 0.38% | — | #21 | $4.6M | 47,974 | $0 | 0 | +47,974 | New Buy | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #172 | $4.6M | 47,601 | $3.5M | 35,956 | +11,645+32.39% | Add | |
| Bernard Wealth Management Corp. | 1.87% | 1.9% | #6 | $4.5M | 46,001 | $4.5M | 46,001 | 00.00% | Unchanged | |
| INDEPENDENT FINANCIAL GROUP, LLC | 0.08% | — | #49 | $4.1M | 42,389 | $0 | 0 | +42,389 | New Buy | |
| Summit Financial, LLC | 0.04% | 0.05% | #64 | $3.5M | 35,708 | $3.6M | 37,705 | -1,997-5.30% | Reduce | |
| Wayfinding Financial, LLC | 1.29% | 1.38% | #10 | $3.4M | 35,044 | $3.2M | 32,784 | +2,260+6.89% | Add | |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 0.4% | 0.41% | #20 | $3.3M | 34,525 | $3.1M | 32,527 | +1,998+6.14% | Add | |
| SHEPHERD KAPLAN KROCHUK, LLC | 2.49% | 2.79% | #5 | $3.1M | 32,386 | $3.3M | 34,268 | -1,882-5.49% | Reduce | |
| Baird Financial Group, Inc. | <0.01% | <0.01% | #124 | $2.8M | 28,726 | $2.5M | 25,532 | +3,194+12.51% | Add | |
| PAX Financial Group, LLC | 0.41% | 0.47% | #19 | $2.8M | 28,544 | $2.8M | 28,570 | -26-0.09% | Reduce |