CORP Institutional Ownership
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
1W: -0.8%
1M: -3.0%
3M: -5.3%
YTD: -5.8%
1Y: -6.5%
3Y: +11.7%
5Y: -5.2%
$91.45
-0.18 (-0.20%)
Weekly Expected Move ±0.7%
$90
$91
$91
$92
$93
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — CORP
215
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
20
New Positions
73
Increased
86
Reduced
21
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (234 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 4,536,365 | $415M | -34,056 | -0.7% | 15Q | SEC ↗ |
| 2 | LPL Financial LLC | 1,170,855 | $107M | -92,657 | -7.3% | 54Q | SEC ↗ |
| 3 | CWM, LLC | 1,138,477 | $104M | +29,508 | +2.7% | 18Q | SEC ↗ |
| 4 | MORGAN STANLEY | 841,654 | $77M | +82,140 | +10.8% | 58Q | SEC ↗ |
| 5 | RAM Investment Partners, LLC | 561,746 | $51M | +31,392 | +5.9% | 15Q | SEC ↗ |
| 6 | OneDigital Investment Advisors LLC | 387,390 | $35M | +13,600 | +3.6% | 16Q | SEC ↗ |
| 7 | Allianz Asset Management GmbH | 380,794 | $35M | +42,371 | +12.5% | 18Q | SEC ↗ |
| 8 | Mokosak Advisory Group, LLC | 272,417 | $25M | +14,540 | +5.6% | 35Q | SEC ↗ |
| 9 | NewEdge Advisors, LLC | 208,319 | $19M | -20,562 | -9.0% | 10Q | SEC ↗ |
| 10 | UBS Group AG | 207,715 | $19M | +2,718 | +1.3% | 47Q | SEC ↗ |
| 11 | XML Financial, LLC | 182,658 | $17M | -1,570 | -0.9% | 11Q | SEC ↗ |
| 12 | NOVEM GROUP | 156,839 | $14M | +6,032 | +4.0% | 7Q | SEC ↗ |
| 13 | Gallagher Fiduciary Advisors, LLC | 151,820 | $14M | -13,886,213 | -98.9% | 6Q | SEC ↗ |
| 14 | McAdam, LLC | 139,192 | $13M | +29,921 | +27.4% | 39Q | SEC ↗ |
| 15 | RFG Advisory, LLC | 109,483 | $10M | +74,155 | +209.9% | 3Q | SEC ↗ |
| 16 | Cetera Investment Advisers | 108,776 | $10M | +24,484 | +29.0% | 13Q | SEC ↗ |
| 17 | JONES FINANCIAL COMPANIES LLLP | 101,464 | $9M | +6,247 | +6.6% | 10Q | SEC ↗ |
| 18 | ROYAL BANK OF CANADA | 96,106 | $9M | -7,058 | -6.8% | 63Q | SEC ↗ |
| 19 | MYECFO, LLC | 88,576 | $8M | +5,810 | +7.0% | 15Q | SEC ↗ |
| 20 | ISLAY CAPITAL MANAGEMENT, LLC | 85,564 | $8M | +7,508 | +9.6% | 27Q | SEC ↗ |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 84,009 | $8M | +2,252 | +2.8% | 42Q | SEC ↗ |
| 22 | WELLS FARGO & COMPANY/MN | 83,720 | $8M | +4,715 | +6.0% | 60Q | SEC ↗ |
| 23 | Evensky & Katz LLC | 82,927 | $8M | +17,864 | +27.5% | 34Q | SEC ↗ |
| 24 | Modern Wealth Management, LLC | 79,372 | $7M | -65,986 | -45.4% | 4Q | SEC ↗ |
| 25 | MML INVESTORS SERVICES, LLC | 79,101 | $7M | +6,635 | +9.2% | 27Q | SEC ↗ |
| 26 | AMERIPRISE FINANCIAL INC | 73,274 | $7M | +5,493 | +8.1% | 16Q | SEC ↗ |
| 27 | Modera Wealth Management, LLC NEW | 71,487 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 28 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 70,825 | $6M | +4,167 | +6.3% | 15Q | SEC ↗ |
| 29 | Waverly Advisors, LLC | 62,382 | $6M | +1,499 | +2.5% | 7Q | SEC ↗ |
| 30 | Private Advisor Group, LLC | 61,285 | $6M | +1,514 | +2.5% | 40Q | SEC ↗ |
| 31 | Mariner, LLC | 59,812 | $5M | +49,532 | +481.8% | 3Q | SEC ↗ |
| 32 | Cerity Partners LLC | 58,910 | $5M | -639 | -1.1% | 15Q | SEC ↗ |
| 33 | Dakota Wealth Management | 55,926 | $5M | +2,772 | +5.2% | 3Q | SEC ↗ |
| 34 | CreativeOne Wealth, LLC | 55,179 | $5M | -1,817 | -3.2% | 33Q | SEC ↗ |
| 35 | RAYMOND JAMES FINANCIAL INC | 54,493 | $5M | +3,792 | +7.5% | 7Q | SEC ↗ |
| 36 | Fortis Capital Management LLC | 54,312 | $5M | -3,475 | -6.0% | 26Q | SEC ↗ |
| 37 | Ausdal Financial Partners, Inc. | 53,985 | $5M | -30,367 | -36.0% | 41Q | SEC ↗ |
| 38 | OSAIC HOLDINGS, INC. | 53,003 | $5M | +2,344 | +4.6% | 26Q | SEC ↗ |
| 39 | True North Advisors, LLC | 50,239 | $5M | +306 | +0.6% | 3Q | SEC ↗ |
| 40 | Bernard Wealth Management Corp. | 50,079 | $5M | +4,078 | +8.9% | 7Q | SEC ↗ |
| 41 | FIRST AMERICAN TRUST, FSB | 48,081 | $4M | +9,527 | +24.7% | 2Q | SEC ↗ |
| 42 | CAPE COD FIVE CENTS SAVINGS BANK NEW | 47,974 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 43 | JPMORGAN CHASE & CO | 47,601 | $4M | +11,645 | +32.4% | 24Q | SEC ↗ |
| 44 | INDEPENDENT FINANCIAL GROUP, LLC | 42,389 | $4M | +8,281 | +24.3% | 13Q | SEC ↗ |
| 45 | Integrated Wealth Concepts LLC | 38,996 | $4M | +111 | +0.3% | 15Q | SEC ↗ |
| 46 | Summit Financial, LLC | 35,708 | $3M | -1,997 | -5.3% | 6Q | SEC ↗ |
| 47 | Wayfinding Financial, LLC | 35,044 | $3M | +2,260 | +6.9% | 3Q | SEC ↗ |
| 48 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, | 34,525 | $3M | +1,998 | +6.1% | 6Q | SEC ↗ |
| 49 | SHEPHERD KAPLAN KROCHUK, LLC | 32,386 | $3M | -1,882 | -5.5% | 15Q | SEC ↗ |
| 50 | Baird Financial Group, Inc. | 28,726 | $3M | +3,194 | +12.5% | 29Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Modera Wealth Management, LLC | 71,487 | $7M |
| CAPE COD FIVE CENTS SAVINGS BANK | 47,974 | $4M |
| Trek Financial, LLC | 7,477 | $684K |
| PKS Advisory Services, LLC | 5,522 | $505K |
| Global Retirement Partners, LLC | 5,192 | $475K |
| SFG Wealth Management, LLC. | 4,033 | $369K |
| Simplicity Wealth,LLC | 2,645 | $242K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,349 | $215K |
| Triad Wealth Partners, LLC | 2,330 | $213K |
| Vise Technologies, Inc. | 2,116 | $194K |
| OPPENHEIMER & CO INC | 2,114 | $193K |
| Quadrant Private Wealth Management, | 2,104 | $192K |
| Qube Research & Technologies Ltd | 1,229 | $112K |
| CX Institutional | 324 | $30K |
| Hoese & Co LLP | 223 | $20K |
| Plante Moran Financial Advisors, LL | 125 | $11K |
| FIDUCIARY FINANCIAL ADVISORS | 87 | $8K |
| FAS Wealth Partners, Inc. | 83 | $8K |
| SYM FINANCIAL Corp | 50 | $5K |
| COMPASS FINANCIAL MANAGEMENT LLC | 38 | $3K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BANK OF NOVA SCOTIA | 266,430 | $24M |
| Migdal Insurance & Financial Holdin | 140,919 | $13M |
| JANE STREET GROUP, LLC | 91,425 | $8M |
| GOLDMAN SACHS GROUP INC | 35,845 | $3M |
| Vickerman Investment Advisors, Inc. | 31,089 | $3M |
| Independent Advisor Alliance | 30,545 | $3M |
| Thrivent Financial for Lutherans | 15,699 | $1M |
| Gallacher Capital Management LLC | 13,137 | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 8,296 | $759K |
| Concurrent Investment Advisors, LLC | 7,641 | $699K |
| OLD MISSION CAPITAL LLC | 6,162 | $564K |
| Barden Capital Management, Inc. | 4,805 | $439K |
| CAPTRUST FINANCIAL ADVISORS | 4,696 | $429K |
| Gateway Wealth Partners, LLC | 4,044 | $370K |
| World Investment Advisors | 4,009 | $367K |
| TWO SIGMA SECURITIES, LLC | 3,828 | $350K |
| VISTA CAPITAL PARTNERS, INC. | 2,965 | $271K |
| Advisory Alpha, LLC | 2,698 | $247K |
| Fortitude Financial, LLC | 2,619 | $240K |
| Orion Porfolio Solutions, LLC | 2,602 | $238K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +82,140 | +10.8% | 841,654 |
| RFG Advisory, LLC | +74,155 | +209.9% | 109,483 |
| Mariner, LLC | +49,532 | +481.8% | 59,812 |
| Allianz Asset Management GmbH | +42,371 | +12.5% | 380,794 |
| RAM Investment Partners, LLC | +31,392 | +5.9% | 561,746 |
| McAdam, LLC | +29,921 | +27.4% | 139,192 |
| CWM, LLC | +29,508 | +2.7% | 1,138,477 |
| Cetera Investment Advisers | +24,484 | +29.0% | 108,776 |
| Evensky & Katz LLC | +17,864 | +27.5% | 82,927 |
| Mokosak Advisory Group, LLC | +14,540 | +5.6% | 272,417 |
| OneDigital Investment Advisors LLC | +13,600 | +3.6% | 387,390 |
| JPMORGAN CHASE & CO | +11,645 | +32.4% | 47,601 |
| FIRST AMERICAN TRUST, FSB | +9,527 | +24.7% | 48,081 |
| Cannon Advisors, Inc. | +9,023 | +56.5% | 24,996 |
| Van Hulzen Asset Management, LLC | +8,837 | +155.9% | 14,505 |
| INDEPENDENT FINANCIAL GROUP, LLC | +8,281 | +24.3% | 42,389 |
| AE Wealth Management LLC | +7,610 | +104.6% | 14,885 |
| ISLAY CAPITAL MANAGEMENT, LLC | +7,508 | +9.6% | 85,564 |
| AQR CAPITAL MANAGEMENT LLC | +6,751 | +185.6% | 10,389 |
| MML INVESTORS SERVICES, LLC | +6,635 | +9.2% | 79,101 |