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Disclosery

CORP PIMCO ETF TR

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INV GRD CRP BD (fund)

178 managers (180 13F filers) reported a position in CORP shares at 2024-12-31, 10,460,094 shares in all. 23 filers opened a position and 11 filers sold out during the quarter.

Managers
178
13F filers
180
New
23
Added
67
Reduced
53
Sold out
11
Shares held by filers
10,460,094

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,079,795$198M0.02%+354,98013F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,316,373$125M0.52%+153,04113F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …944,344$90.2M1.29%+34,44113F-HRTimelineGroup
LPL Financial LLC647,551$61.6M0.03%-64,47813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY572,934$54.5M<0.01%+12,06313F-HR/ATimelineGroup
Allianz SEgroup of 2 filers holding335,891$31.9M-36,915Timeline
OneDigital Investment Advisors LLC318,168$30.3M0.35%+69,87913F-HRTimeline
RAM Investment Partners, LLC317,422$30.2M7.42%+38,26513F-HRTimeline
Mokosak Advisory Group, LLC207,042$19.7M5.9%+3,58613F-HRTimeline
UBS Group AGin group UBS Group AG194,072$18.5M<0.01%+13,02213F-HRTimelineGroup
XML Financial, LLC166,118$15.8M1.45%+4,38213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC142,490$13.6M0.42%+23,54713F-HRTimelineGroup
Fortis Capital Management LLC140,043$13.3M2.48%+44,09013F-HRTimeline
AGILIS PARTNERS LLC133,817$12.7M3.83%-8,71913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA112,991$10.7M<0.01%-12,80813F-HRTimelineGroup
NOVEM GROUP106,979$10.2M1.51%13F-HRTimeline
Towercrest Capital Management99,074$9.42M1.52%-3,19213F-HRTimeline
Alliance Wealth Management Group98,868$9.4M2.52%-3,19713F-HRTimeline
Net Worth Advisory Group95,862$9.12M2.77%-44813F-HRTimeline
McAdam, LLC91,981$8.75M0.48%+1,94313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding89,095$8.47M+2,506Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC87,664$8.34M<0.01%13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN82,098$7.81M<0.01%-3,62213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC76,092$7.24M0.02%+22413F-HRTimeline
Ausdal Financial Partners, Inc.73,587$7M0.6%+64813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC69,326$6.59M0.01%-4,92213F-HRTimelineGroup
NewEdge Advisors, LLC64,383$6.12M0.04%+28,05113F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK59,858$5.95M0.53%013F-HRTimeline
Private Advisor Group, LLC61,026$5.8M0.03%+82813F-HRTimeline
PAX Financial Group, LLC60,656$5.77M1.03%+5,35213F-HRTimeline
Martin Worley Group53,635$5.1M3.19%13F-HRTimeline
MYECFO, LLC50,696$4.85M2.62%+7,59013F-HRTimeline
Evensky & Katz LLC50,474$4.8M0.31%+11,03413F-HRTimeline
Independent Advisor Alliance50,433$4.8M0.06%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP49,457$4.7M<0.01%+1,95613F-HRTimelineGroup
Lindenwold Advisors, INC47,580$4.52M2.42%+2,85713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…46,751$4.45M<0.01%-47213F-HRTimelineGroup
Cetera Investment Advisers45,876$4.36M0.01%+2,63713F-HRTimeline
GeoWealth Management, LLC45,840$4.36M0.14%-1,44513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.42,230$4.02M0.03%+12,07113F-HRTimeline
Integrated Wealth Concepts LLC38,153$3.63M0.04%+15,91813F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC38,023$3.62M1.34%+3,39213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO35,645$3.39M<0.01%+1,25113F-HRTimelineGroup
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC33,776$3.21M2.68%-3,92213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,629$3.2M0.01%-8,23913F-HRTimelineGroup
ISLAY CAPITAL MANAGEMENT, LLC33,473$3.18M2.21%+1,26713F-HRTimeline
Bernard Wealth Management Corp.31,744$3.02M1.42%13F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31,037$2.96M0.01%-95,94913F-HR/ATimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC29,702$2.82M0.09%+91013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.29,226$2.78M0.01%+24513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV27,620$2.63M0.01%-1,46413F-HRTimeline
One Capital Management, LLC26,483$2.52M0.08%new13F-HRTimeline
CFC Planning Co LLC25,137$2.39M2.56%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,157$2.11M<0.01%new13F-HRTimelineGroup
Madden Advisory Services, Inc.21,997$2.09M0.97%+3,22013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC21,813$2.07M<0.01%-5,47813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,483$1.95M0.02%+1,30613F-HRTimelineGroup
Financial Freedom, LLC19,288$1.83M0.97%-34613F-HRTimeline
Cannon Advisors, Inc.18,167$1.73M1.47%-48713F-HRTimeline
Allworth Financial LP18,080$1.72M0.01%-23,76013F-HRTimeline
Great Waters Wealth Management17,887$1.7M0.22%-66213F-HRTimeline
Sanctuary Advisors, LLC15,590$1.49M0.01%-52713F-HRTimeline
Security Financial Services, INC.15,575$1.48M0.3%+4,72113F-HRTimeline
Graypoint LLC15,368$1.46M0.09%-23,29213F-HRTimeline
Fortitude Financial, LLC15,259$1.45M0.81%13F-HRTimeline
Unique Wealth Strategies, LLC14,910$1.42M0.62%+45913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,863$1.41M<0.01%+19613F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC14,444$1.37M0.3%-30113F-HRTimeline
Gallacher Capital Management LLC14,355$1.37M0.68%+213F-HRTimeline
Faithward Advisors, LLC14,043$1.34M0.23%-2,14013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV13,961$1.33M0.3%+6613F-HRTimeline
IPG Investment Advisors LLC13,750$1.31M0.3%013F-HRTimeline
Kingsview Wealth Management, LLC13,729$1.31M0.03%+1,00513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC12,684$1.21M0.05%-45313F-HRTimelineGroup
OLD MISSION CAPITAL LLC12,268$1.17M0.03%new13F-HRTimeline
HighTower Advisors, LLC12,202$1.16M<0.01%+6413F-HRTimeline
DAVENPORT & Co LLC12,194$1.16M0.01%+8,22413F-HRTimeline
Gotham Asset Management, LLC11,890$1.13M0.01%new13F-HRTimeline
Barnes Wealth Management Group, Inc11,219$1.07M0.72%13F-HRTimeline
PFG Advisors11,042$1.05M0.06%-2013F-HRTimeline
Advisory Services Network, LLC10,465$995K0.02%+36213F-HRTimeline
BNP PARIBASin group BNP PARIBAS9,423$896K0.01%-12213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC9,235$878K<0.01%+2,57113F-HRTimeline
GGM Financial LLC9,152$870K0.93%+6313F-HRTimeline
CIBC WORLD MARKET INC.8,986$855K<0.01%-53213F-HRTimeline
Farther Finance Advisors, LLC8,687$826K0.03%-23213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/8,286$788K<0.01%+2,60013F-HRTimelineGroup
Arrowroot Family Office, LLC8,052$766K0.4%+2413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,047$765K0.02%+1,15913F-HRTimelineGroup
Strategic Blueprint, LLC7,820$744K0.04%+3,00113F-HRTimeline
Performance Wealth Partners, LLC7,391$703K0.02%-83413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC7,379$702K0.09%-3313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,978$664K0.02%-2,23413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,841$651K<0.01%new13F-HRTimelineGroup
Element Wealth, LLC6,569$625K0.33%+1413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,427$611K<0.01%-55813F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,349$604K<0.01%-3,29513F-HRTimelineGroup
Cornerstone Wealth Management, LLC6,248$594K0.04%-113,61713F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…6,018$573K0.03%+20713F-HRTimeline
Barden Capital Management, Inc.5,652$538K0.46%-52113F-HRTimeline
Clear Creek Financial Management, LLC5,574$530K0.06%+21113F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC5,302$504K0.15%+1,65513F-HRTimeline
Atria Wealth Solutions, Inc.4,735$452K<0.01%-3,03113F-HRTimeline
Boomfish Wealth Group, LLC4,606$438K0.27%new13F-HRTimeline
Stonebridge Financial Group, LLC4,334$412K0.05%13F-HRTimeline
Cambridge Investment Research Advisors,…4,260$405K<0.01%-8913F-HRTimeline
Rialto Wealth Management, LLC4,213$401K0.13%13F-HRTimeline
Keystone Wealth Services, LLC4,202$400K0.11%+15413F-HRTimeline
Glass Jacobson Investment Advisors llc4,120$392K0.13%-51413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EHRLICH FINANCIAL GROUP3,991$380K0.27%+42513F-HRTimeline
COMERICA BANK3,957$376K<0.01%+16313F-HR/ATimeline
TD Waterhouse Canada Inc.3,702$352K<0.01%013F-HRTimeline
Modern Wealth Management, LLC3,537$336K0.01%-1,34313F-HR/ATimeline
Moloney Securities Asset Management, LLC3,291$313K0.04%new13F-HRTimeline
Waverly Advisors, LLC3,245$309K<0.01%new13F-HRTimeline
Fisher Asset Management, LLC3,170$301K<0.01%-6913F-HRTimeline
KICKSTAND VENTURES, LLC.3,011$286K0.07%-13113F-HRTimeline
Peak Financial Management, Inc.2,985$284K0.09%013F-HRTimeline
BCS Wealth Management2,939$280K0.07%+20313F-HRTimeline
HRT FINANCIAL LP2,928$278K<0.01%new13F-HRTimeline
PrairieView Partners, LLC2,900$275K0.03%+2,08113F-HRTimeline
Keystone Financial Group2,830$269K0.03%new13F-HRTimeline
Sequoia Financial Advisors, LLC2,745$261K<0.01%-84613F-HR/ATimeline
IFP Advisors, Inc2,626$250K0.01%+713F-HRTimeline
Triumph Capital Management2,573$245K0.08%-37113F-HRTimeline
Detalus Advisors, LLC2,570$244K0.08%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,214$211K<0.01%-83013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC2,098$200K<0.01%-42513F-HRTimelineGroup
Vermillion Wealth Management, Inc.2,050$195K0.1%13F-HRTimeline
Novak & Powell Financial Services, Inc.21,629$192K0.11%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,770$168K<0.01%+313F-HRTimeline
HARBOUR INVESTMENTS, INC.1,679$160K<0.01%-8813F-HRTimeline
MAI Capital Management1,673$159K<0.01%new13F-HRTimeline
Van Hulzen Asset Management, LLC1,655$157K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,475$140K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,444$137K<0.01%+1,05013F-HRTimelineGroup
SRH ADVISORS, LLC1,400$133K0.04%013F-HRTimeline
Global Retirement Partners, LLC1,380$131K<0.01%-1113F-HRTimeline
Tradewinds Capital Management, LLC1,234$117K0.03%-190,56513F-HRTimeline
Golden State Wealth Management, LLC1,212$115K0.02%13F-HRTimeline
PRIVATE TRUST CO NA1,185$113K0.01%+10013F-HRTimeline
Northwest Capital Management Inc589$56K0.02%+1913F-HRTimeline
BLAIR WILLIAM & CO/IL483$46K<0.01%+7013F-HRTimeline
Venturi Wealth Management, LLC390$37.1K<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC375$35.7K0.01%013F-HRTimeline
CoreFirst Bank & Trust329$31.3K0.02%new13F-HRTimeline
FMR LLCin group FMR LLC299$28.4K<0.01%-7513F-HRTimelineGroup
TD Capital Management LLC285$27.1K<0.01%+5313F-HRTimeline
Parkside Financial Bank & Trust283$26.9K<0.01%+213F-HRTimeline
Front Row Advisors LLC275$26.3K0.01%013F-HRTimeline
TSFG, LLC259$25K0.01%-2,44413F-HRTimeline
Bangor Savings Bank259$24.6K<0.01%013F-HRTimeline
Millstone Evans Group, LLC253$24.1K0.02%13F-HRTimeline
Kimelman & Baird, LLC247$23.5K<0.01%013F-HRTimeline
WealthShield Partners, LLC231$22.1K<0.01%013F-HRTimeline
AE Wealth Management LLC232$22.1K<0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC200$19K0.01%013F-HRTimeline
Avior Wealth Management, LLC156$14.8K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.145$13.8K<0.01%+213F-HRTimeline
Householder Group Estate & Retirement S…137$13K0.01%-16313F-HRTimeline
AMERIFLEX GROUP, INC.114$10.9K<0.01%13F-HRTimeline
Tidemark, LLC105$9.99K<0.01%013F-HRTimeline
Guardian Wealth Management, Inc.89$8.51K0.01%-1013F-HRTimeline
Main Street Group, LTD66$6.22K<0.01%+113F-HRTimeline
AdvisorNet Financial, Inc53$5.04K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC50$4.76K<0.01%013F-HRTimeline
ORG Partners LLC42$3.99K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.41$3.87K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …36$3.42K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC32$3.04K<0.01%+2113F-HRTimelineGroup
Aptus Capital Advisors, LLC15$1.43K<0.01%013F-HRTimeline
Caldwell Trust Co11$1.05K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division10$951<0.01%013F-HRTimeline
Breakwater Investment Management4$381<0.01%013F-HR/ATimeline
RE Dickinson Investment Advisors, LLC111$1060.01%013F-HR/ATimeline
CoreCap Advisors, LLC1$95<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC0$1<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.