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Disclosery

CORP PIMCO ETF TR

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INV GRD CRP BD (fund)

179 managers (181 13F filers) reported a position in CORP shares at 2025-03-31, 10,847,578 shares in all. 20 filers opened a position and 14 filers sold out during the quarter.

Managers
179
13F filers
181
New
20
Added
68
Reduced
61
Sold out
14
Shares held by filers
10,847,578

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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/1,885,348$182M0.02%-194,44713F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,425,160$138M0.55%+108,78713F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …870,906$84.3M1.18%-73,43813F-HRTimelineGroup
LPL Financial LLC711,006$68.8M0.03%+63,45513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY556,756$53.9M<0.01%-16,17813F-HRTimelineGroup
Allianz SEgroup of 2 filers holding419,389$40.6M+83,498Timeline
OneDigital Investment Advisors LLC363,662$35.2M0.42%+45,49413F-HRTimeline
RAM Investment Partners, LLC351,247$34M8.39%+33,82513F-HRTimeline
Vickerman Investment Advisors, Inc.221,795$21.5M4.86%new13F-HRTimeline
Mokosak Advisory Group, LLC221,311$21.4M6.61%+14,26913F-HRTimeline
UBS Group AGin group UBS Group AG199,950$19.3M<0.01%+5,87813F-HRTimelineGroup
XML Financial, LLC162,825$15.8M1.47%-3,29313F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…130,154$12.6M0.41%new13F-HRTimelineGroup
NewEdge Advisors, LLC128,314$12.4M0.07%+63,93113F-HRTimeline
NOVEM GROUP120,030$11.6M1.64%+13,05113F-HRTimeline
True North Advisors, LLC115,841$11.2M1.99%new13F-HRTimeline
Fortis Capital Management LLC112,016$10.8M2.11%-28,02713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA111,553$10.8M<0.01%-1,43813F-HR/ATimelineGroup
Alliance Wealth Management Group108,035$10.5M2.82%+9,16713F-HRTimeline
Towercrest Capital Management108,035$10.5M1.99%+8,96113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC103,558$10M0.3%-38,93213F-HRTimelineGroup
Net Worth Advisory Group97,208$9.41M2.96%+1,34613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN94,760$9.17M<0.01%+12,66213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding94,154$9.11M+5,059Timeline
McAdam, LLC90,082$8.72M0.54%-1,89913F-HRTimeline
MML INVESTORS SERVICES, LLC78,292$7.58M0.03%+2,20013F-HRTimeline
Ausdal Financial Partners, Inc.76,648$7.42M0.56%+3,06113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC65,084$6.3M0.01%-4,24213F-HRTimelineGroup
PAX Financial Group, LLC64,086$6.2M1.1%+3,43013F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK59,858$5.95M0.55%013F-HRTimeline
Private Advisor Group, LLC61,000$5.9M0.04%-2613F-HRTimeline
Martin Worley Group57,885$5.6M3.2%+4,25013F-HRTimeline
MYECFO, LLC54,521$5.28M2.79%+3,82513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.51,985$5.03M0.03%+9,75513F-HRTimeline
Lindenwold Advisors, INC50,983$4.93M2.75%+3,40313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC46,997$4.55M<0.01%+24,84013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP47,018$4.54M<0.01%-2,43913F-HR/ATimelineGroup
ISLAY CAPITAL MANAGEMENT, LLC46,768$4.53M3.06%+13,29513F-HRTimeline
GeoWealth Management, LLC44,532$4.31M0.17%-1,30813F-HRTimeline
Cetera Investment Advisers42,815$4.14M0.01%-3,06113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.42,382$4.11M0.01%+11,34513F-HRTimelineGroup
Integrated Wealth Concepts LLC40,481$3.92M0.05%+2,32813F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC39,939$3.86M1.42%+1,91613F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …34,912$3.38M0.49%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO34,384$3.33M<0.01%-1,26113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC33,759$3.27M<0.01%-53,90513F-HRTimelineGroup
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC32,923$3.19M2.73%-85313F-HRTimelineGroup
Bernard Wealth Management Corp.31,945$3.09M1.51%+20113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.29,865$2.89M0.01%+63913F-HRTimelineGroup
Elevation Capital Advisory, LLC28,586$2.77M1.21%new13F-HRTimeline
Summit Financial, LLC28,501$2.76M0.08%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC27,714$2.68M0.09%-1,98813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV27,529$2.66M0.01%-9113F-HRTimeline
Farther Finance Advisors, LLC22,931$2.22M0.06%+14,24413F-HRTimeline
Madden Advisory Services, Inc.22,037$2.13M0.99%+4013F-HRTimeline
Security Financial Services, INC.21,817$2.11M0.42%+6,24213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,924$2.02M0.02%+44113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC20,634$2M<0.01%-1,17913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…19,479$1.88M<0.01%-27,27213F-HRTimelineGroup
Cannon Advisors, Inc.18,316$1.77M1.63%+14913F-HRTimeline
Great Waters Wealth Management17,599$1.7M0.24%-28813F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC16,586$1.61M0.34%+2,14213F-HRTimeline
Unique Wealth Strategies, LLC15,711$1.52M0.69%+80113F-HRTimeline
Sanctuary Advisors, LLC15,574$1.51M0.01%-1613F-HRTimeline
Fortitude Financial, LLC15,259$1.48M1.41%013F-HRTimeline
Graypoint LLC15,053$1.46M0.09%-31513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,413$1.39M<0.01%-45013F-HRTimelineGroup
FIRST NATIONAL CORP /MA/ /ADV14,179$1.37M0.3%+21813F-HRTimeline
Gallacher Capital Management LLC14,106$1.37M0.66%-24913F-HRTimeline
DAVENPORT & Co LLC14,002$1.35M0.01%+1,80813F-HRTimeline
IPG Investment Advisors LLC13,750$1.33M0.3%013F-HRTimeline
Kingsview Wealth Management, LLC13,591$1.32M0.02%-13813F-HRTimeline
Financial Freedom, LLC13,545$1.31M0.75%-5,74313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC13,058$1.26M0.05%+37413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC12,922$1.25M<0.01%+3,68713F-HRTimeline
Barnes Wealth Management Group, Inc12,700$1.23M0.79%+1,48113F-HRTimeline
Faithward Advisors, LLC12,563$1.22M0.21%-1,48013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,343$1.19M<0.01%-21,28613F-HR/ATimelineGroup
HighTower Advisors, LLC12,304$1.19M<0.01%+10213F-HRTimeline
CFC Planning Co LLC12,152$1.18M1.29%-12,98513F-HR/ATimeline
Gotham Asset Management, LLC11,890$1.15M0.01%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC11,422$1.11M0.15%+4,04313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10,690$1.03M0.06%new13F-HRTimelineGroup
BNP PARIBASin group BNP PARIBAS10,671$1.03M0.04%+1,24813F-HRTimelineGroup
PFG Advisors10,554$1.02M0.06%-48813F-HRTimeline
Allworth Financial LP10,458$1M0.01%-7,62213F-HRTimeline
Advisory Services Network, LLC10,323$999K0.02%-14213F-HRTimeline
GGM Financial LLC9,920$960K0.66%+76813F-HRTimeline
Strategic Blueprint, LLC9,674$936K0.05%+1,85413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,298$900K<0.01%+2,45713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/8,436$816K<0.01%+15013F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC8,253$799K0.21%+2,95113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,047$765K0.02%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,625$738K<0.01%+1,27613F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.7,496$725K0.02%new13F-HRTimeline
Performance Wealth Partners, LLC7,392$715K0.03%+113F-HRTimeline
FLOW TRADERS U.S. LLC7,374$714K0.03%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,988$671K0.03%+1013F-HRTimelineGroup
Element Wealth, LLC6,519$631K0.34%-5013F-HRTimeline
Evensky & Katz LLC6,499$629K0.04%-43,97513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,192$599K<0.01%-23513F-HR/ATimelineGroup
Cornerstone Wealth Management, LLC6,046$585K0.04%-20213F-HRTimeline
Clear Creek Financial Management, LLC5,939$575K0.06%+36513F-HRTimeline
Stonebridge Financial Group, LLC5,461$528K0.06%+1,12713F-HRTimeline
Barden Capital Management, Inc.5,175$501K0.45%-47713F-HRTimeline
GTS SECURITIES LLC4,738$458K0.02%new13F-HRTimeline
Atria Wealth Solutions, Inc.4,732$458K0.01%-313F-HRTimeline
Boomfish Wealth Group, LLC4,463$432K0.28%-14313F-HRTimeline
Ground Swell Capital, LLC4,458$431K0.98%new13F-HRTimeline
Cambridge Investment Research Advisors,…4,396$425K<0.01%+13613F-HRTimeline
Rialto Wealth Management, LLC4,213$408K0.13%013F-HRTimeline
Keystone Wealth Services, LLC4,202$407K0.11%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,110$398K0.01%new13F-HRTimelineGroup
Glass Jacobson Investment Advisors llc4,120$392K0.13%013F-HRTimeline
EHRLICH FINANCIAL GROUP4,025$389K0.28%+3413F-HRTimeline
OLD MISSION CAPITAL LLC3,959$383K0.01%-8,30913F-HRTimeline
Van Hulzen Asset Management, LLC3,877$375K0.03%+2,22213F-HRTimeline
TD Waterhouse Canada Inc.3,702$358K<0.01%013F-HRTimeline
Waverly Advisors, LLC3,670$355K<0.01%+42513F-HRTimeline
Capital Planning LLC3,338$323K0.09%new13F-HRTimeline
Moloney Securities Asset Management, LLC3,324$322K0.04%+3313F-HRTimeline
Elyxium Wealth, LLC3,309$320K0.14%new13F-HRTimeline
COMERICA BANK3,132$303K<0.01%-82513F-HRTimeline
Fisher Asset Management, LLC3,003$291K<0.01%-16713F-HRTimeline
Keystone Financial Group3,000$290K0.03%+17013F-HRTimeline
Peak Financial Management, Inc.2,985$289K0.09%013F-HRTimeline
Modern Wealth Management, LLC2,946$285K0.01%-59113F-HR/ATimeline
Sequoia Financial Advisors, LLC2,797$271K<0.01%+5213F-HRTimeline
PrairieView Partners, LLC2,729$264K0.03%-17113F-HRTimeline
IFP Advisors, Inc2,626$254K0.01%013F-HRTimeline
LexAurum Advisors, LLC2,587$250K0.05%new13F-HRTimeline
Detalus Advisors, LLC2,460$238K0.07%-11013F-HRTimeline
KICKSTAND VENTURES, LLC.2,422$234K0.06%-58913F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P2,350$227K<0.01%new13F-HRTimelineGroup
BCS Wealth Management2,266$219K0.06%-67313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,182$211K<0.01%-3213F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,147$208K0.01%new13F-HRTimelineGroup
Vermillion Wealth Management, Inc.1,842$178K0.05%-20813F-HRTimeline
MAI Capital Management1,841$178K<0.01%+16813F-HRTimeline
Steward Partners Investment Advisory, L…1,774$172K<0.01%+413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,475$143K<0.01%013F-HRTimelineGroup
SRH ADVISORS, LLC1,400$135K0.04%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,236$120K<0.01%-44313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,207$117K<0.01%-23713F-HRTimelineGroup
Tradewinds Capital Management, LLC1,151$111K0.03%-8313F-HRTimeline
PRIVATE TRUST CO NA1,085$105K0.01%-10013F-HRTimeline
Golden State Wealth Management, LLC1,051$102K0.02%-16113F-HR/ATimeline
Northwest Capital Management Inc608$58.8K0.02%+1913F-HRTimeline
BLAIR WILLIAM & CO/IL484$46.8K<0.01%+113F-HRTimeline
Wagner Wealth Management, LLC375$36.3K0.01%013F-HRTimeline
TD Capital Management LLC287$27.8K<0.01%+213F-HRTimeline
Parkside Financial Bank & Trust286$27.7K<0.01%+313F-HRTimeline
Bangor Savings Bank279$27K<0.01%+2013F-HRTimeline
Front Row Advisors LLC275$26.6K0.01%013F-HRTimeline
FMR LLCin group FMR LLC266$25.7K<0.01%-3313F-HRTimelineGroup
TSFG, LLC259$25K0.01%013F-HRTimeline
Millstone Evans Group, LLC253$24.5K0.02%013F-HRTimeline
Kimelman & Baird, LLC247$23.9K<0.01%013F-HRTimeline
AE Wealth Management LLC232$22.5K<0.01%013F-HRTimeline
WealthShield Partners, LLC231$22.4K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.147$14.2K<0.01%+213F-HRTimeline
AMERIFLEX GROUP, INC.114$11K<0.01%013F-HRTimeline
Tidemark, LLC105$10.2K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC100$9.68K0.01%-10013F-HRTimeline
Sound Income Strategies, LLC76$7.32K<0.01%new13F-HRTimeline
Main Street Group, LTD66$6.33K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC50$4.84K<0.01%013F-HRTimeline
Guardian Wealth Management, Inc.44$4.3K<0.01%-4513F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …36$3.48K<0.01%13F-HRTimelineGroup
Aptus Capital Advisors, LLC15$1.45K<0.01%013F-HRTimeline
Caldwell Trust Co11$1.06K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division10$968<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…7$677<0.01%new13F-HRTimelineGroup
Breakwater Investment Management4$388<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2$194<0.01%-3013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1$97<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC1$97<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-6,01813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.