CORP Institutional Ownership & Shareholders

PIMCO INV GRADE CORP BD ETF (CORP) is currently held by 181 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.29B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Bank Of America Corp is currently the largest disclosed institutional shareholder of CORP tracked by InsiderSet, reporting ownership valued at approximately $439.57M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $424.01M, representing an estimated loss of -3.54% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed CORP value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Lpl Financial Llc, Cwm, Llc, and several other long-term asset managers with concentrated positions in PIMCO INV GRADE CORP BD ETF (CORP).

This page ranks the largest institutional CORP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

181

Total Reported Value

$1.29B

Largest Holder

Bank Of America Corp

Largest Position

$439.57M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

41

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Bank Of America Corp0.03%4,536,365$439,573,773$424,014,037-$15,559,736-3.54%
Lpl Financial Llc0.03%1,170,855$113,455,855$109,439,817-$4,016,038-3.54%
Cwm, Llc0.29%1,138,477$110,204,590$106,413,445-$3,791,145-3.44%
Morgan Stanley0.00%841,654$81,556,425$78,669,399-$2,887,026-3.54%
Ram Investment Partners, Llc9.25%635,372$58,327,122$59,388,221+$1,061,099+1.82%
Onedigital Investment Advisors Llc0.32%387,390$37,538,044$36,209,343-$1,328,701-3.54%
Allianz Asset Management Gmbh0.03%380,794$36,898,939$35,592,815-$1,306,124-3.54%
Mokosak Advisory Group, Llc5.87%290,170$26,637,634$27,122,190+$484,556+1.82%
Newedge Advisors, Llc0.06%208,319$20,186,090$19,471,577-$714,513-3.54%
Ubs Group Ag0.00%207,715$20,127,584$19,415,121-$712,463-3.54%
Wealth Enhancement Advisory Services, Llc0.03%201,009$18,476,739$18,788,311+$311,572+1.69%
Xml Financial, Llc1.20%182,276$16,732,881$17,037,338+$304,457+1.82%
Novem Group1.52%166,620$15,295,709$15,573,971+$278,262+1.82%
Gallagher Fiduciary Advisors, Llc0.48%151,820$14,711,358$14,190,615-$520,743-3.54%
Mcadam, Llc0.47%135,460$12,435,192$12,661,446+$226,254+1.82%
Rfg Advisory, Llc0.17%109,483$10,608,926$10,233,376-$375,550-3.54%
Cetera Investment Advisers0.01%108,776$10,540,389$10,167,293-$373,096-3.54%
Jones Financial Companies Lllp0.00%101,464$9,868,415$9,483,840-$384,575-3.90%
Royal Bank Of Canada0.00%96,106$9,313,000$8,983,028-$329,972-3.54%
Myecfo, Llc3.16%91,566$8,405,759$8,558,674+$152,915+1.82%
Envestnet Asset Management Inc0.00%84,009$8,140,471$7,852,321-$288,150-3.54%
Wells Fargo & Company/Mn0.00%83,720$8,112,434$7,825,308-$287,126-3.54%
Modern Wealth Management, Llc0.09%79,372$7,691,139$7,418,901-$272,238-3.54%
Mml Investors Services, Llc0.02%79,101$7,664,895$7,393,570-$271,325-3.54%
Ameriprise Financial Inc0.00%73,274$7,100,655$6,848,921-$251,734-3.55%
Islay Capital Management, Llc3.26%75,555$6,935,949$7,062,126+$126,177+1.82%
Waverly Advisors, Llc0.04%62,382$6,044,787$5,830,846-$213,941-3.54%
Private Advisor Group, Llc0.03%61,285$5,938,532$5,728,309-$210,223-3.54%
Mariner, Llc0.01%59,812$5,795,783$5,590,628-$205,155-3.54%
Cerity Partners Llc0.01%58,910$5,708,333$5,506,318-$202,015-3.54%
Modera Wealth Management, Llc0.06%59,084$5,423,897$5,522,581+$98,684+1.82%
Creativeone Wealth, Llc0.12%55,179$5,346,815$5,157,581-$189,234-3.54%
Raymond James Financial Inc0.00%54,493$5,280,326$5,093,461-$186,865-3.54%
Fortis Capital Management Llc0.59%54,312$5,262,840$5,076,543-$186,297-3.54%
Ausdal Financial Partners, Inc.0.21%53,985$5,231,129$5,045,978-$185,151-3.54%
Osaic Holdings, Inc.0.01%53,003$5,141,630$4,954,190-$187,440-3.65%
Bernard Wealth Management Corp.1.79%50,079$4,852,656$4,680,884-$171,772-3.54%
First American Trust, Fsb0.28%48,081$4,659,055$4,494,131-$164,924-3.54%
Jpmorgan Chase & Co0.00%47,601$4,636,340$4,449,265-$187,075-4.03%
True North Advisors, Llc0.34%49,832$4,574,605$4,657,797+$83,192+1.82%
Independent Financial Group, Llc0.07%43,034$3,950,511$4,022,388+$71,877+1.82%
Integrated Wealth Concepts Llc0.02%38,996$3,778,763$3,644,956-$133,807-3.54%
Summit Financial, Llc0.04%35,708$3,460,081$3,337,627-$122,454-3.54%
Wayfinding Financial, Llc1.29%35,044$3,395,000$3,275,563-$119,437-3.52%
Parr Mcknight Wealth Management Group, Llc0.39%36,171$3,320,462$3,380,903+$60,441+1.82%
Shepherd Kaplan Krochuk, Llc2.49%32,386$3,138,203$3,027,119-$111,084-3.54%
Baird Financial Group, Inc.0.00%28,726$2,783,549$2,685,019-$98,530-3.54%
Pax Financial Group, Llc0.41%28,544$2,765,902$2,668,008-$97,894-3.54%
Capital Analysts, Llc0.06%25,937$2,513,000$2,424,331-$88,669-3.53%
Strategic Blueprint, Llc0.12%26,910$2,470,382$2,515,278+$44,896+1.82%
Showing 50 of 181

Frequently asked questions about CORP

  • Who are the largest institutional holders of CORP?

    The largest institutional holders of CORP reported in the latest SEC Form 13F filings include Bank Of America Corp, Lpl Financial Llc, Cwm, Llc, Morgan Stanley, and Ram Investment Partners, Llc. InsiderSet ranks institutional holders by their latest reported CORP position.

  • What is CORP institutional ownership?

    This page tracks CORP positions reported by institutional investment managers through SEC Form 13F. PIMCO INV GRADE CORP BD ETF (CORP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own CORP?

    InsiderSet currently tracks 181 institutional managers reporting CORP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CORP shareholders.

  • How much CORP stock do institutions own?

    Institutional investment managers disclosed approximately $1.29B in CORP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was CORP institutional ownership last updated?

    The latest CORP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional CORP holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CORP position after the reporting date.

  • Are institutions buying or selling CORP?

    Institutional buying and selling can be analyzed by comparing CORP positions across consecutive 13F reporting periods. InsiderSet's CORP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CORP ownership changes.

  • How has CORP institutional ownership changed over time?

    InsiderSet tracks CORP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.