PIMCO Multisector Bond ActvPYLDETF

13F holders, Q2 2026 (June 30)
692holders +44
76new positions
35sold out
3famous investors
$26.51avg. 13F price*

At the end of Q2 2026, 692 institutions reported holding PIMCO Multisector Bond Actv (PYLD) in their 13F filings, up 44 from Q1 2026. 76 opened new positions and 35 sold out. The largest holders were Bank of America Corp. ($664.6M), Charles Schwab Investment Management Inc. ($620.7M) and Morgan Stanley ($616.1M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
PIMCO Multisector Bond Actv
Filed as
PIMCO ETF TR (Q2 2026)
CUSIP
72201R585
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 117Q1 2024Q2 2024: 162Q2 2024Q3 2024: 222Q3 2024Q4 2024: 312Q4 2024Q1 2025: 381Q1 2025Q2 2025: 421Q2 2025Q3 2025: 475Q3 2025Q4 2025: 577Q4 2025Q1 2026: 648Q1 2026Q2 2026: 692Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions76$558.3M
Exits35$102.2M

All 13F filers, Q1 2026 → Q2 2026: 92,374,552 shares bought and 11,368,007 shares sold, net +81,006,545 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 692 holders

Bank of America Corp. 0.04% Add +8.5% 25,058,752 $664.6M
Charles Schwab Investment Management Inc. 0.08% Add +55.9% 23,403,799 $620.7M
Morgan Stanley 0.03% Add +10.6% 23,231,202 $616.1M
LPL Financial LLC 0.13% Add +18.6% 21,366,025 $566.6M
Envestnet Asset Management Inc. 0.08% Add +13.1% 13,551,778 $359.4M
Sequoia Financial Advisors, LLC 1.64% Add +12.8% 12,401,335 $328.9M
HighTower Advisors, LLC 0.29% Add +6.7% 11,494,387 $304.8M
Wells Fargo & Company 0.05% Add +42.8% 9,859,536 $261.5M
Raymond James Financial Inc. 0.06% Add +15.2% 7,947,837 $210.8M
Advance Capital Management, Inc. 6.49% Add +6.5% 7,572,736 $200.8M
AE Wealth Management LLC 0.92% Reduce -6.2% 7,451,681 $197.6M
Pure Financial Advisors, LLC 2.48% New 7,290,629 $193.3M
Retirement Planning Group, LLC 4.83% Add +11.0% 7,173,455 $190.2M
NewEdge Advisors, LLC 0.51% Add +15.0% 6,448,357 $171.0M
UBS Group AG 0.02% Add +18.6% 5,611,008 $148.8M
WCG Wealth Advisors LLC 3.40% Add +59.1% 5,410,406 $143.5M
United Capital Financial Advisors, LLC 0.76% Add +12.4% 5,161,831 $136.7M
State of New Jersey Common Pension Fund D 0.41% Add +100.0% 4,500,000 $119.3M
Waverly Advisors, LLC 0.68% Add +32509.5% 4,417,609 $117.2M
Destination Wealth Management 2.65% Add +33.9% 4,271,419 $113.3M
Royal Bank of Canada 0.02% Add +43.5% 4,138,380 $109.7M
Bank of New York Mellon Corp 0.02% Add +88.3% 4,068,193 $107.9M
Advocacy Wealth Management, LLC 3.89% Add +3.0% 4,039,522 $107.1M
Krilogy Financial LLC 3.16% Add +7.4% 4,024,365 $106.7M
Bluespring Wealth Management, LLC 1.86% New 3,639,240 $96.5M
Confluence Wealth Services, Inc. 2.73% Add +20.4% 3,595,528 $95.4M
GR Financial Group, LLC 12.76% Add +1.5% 3,540,053 $93.9M
Stratos Wealth Partners, LTD. 0.90% Add +1.3% 3,351,391 $88.9M
Ocean Park Asset Management, LLC 4.19% New 3,280,700 $87.0M
Horizon Investments, LLC 0.95% Add +4.6% 3,289,695 $86.3M
Osaic Holdings, Inc. 0.10% Add +29.4% 3,176,022 $84.2M
Northwestern Mutual Wealth Management Co. 0.04% Add +18.2% 3,168,820 $84.0M
Corient Private Wealth LP 0.11% Add +93.4% 2,982,984 $79.1M
Commonwealth Equity Services, LLC 0.10% Add +14.2% 2,949,049 $78.2M
Fragasso Financial Advisors Inc 4.12% Add +7.7% 2,907,277 $77.1M
Summit Financial, LLC 0.83% Add +14.1% 2,847,673 $75.5M
Modern Wealth Management, LLC 0.88% Add +2520.7% 2,780,125 $73.7M
Cetera Investment Advisers 0.06% Add +30.9% 2,550,369 $67.6M
Falcon Wealth Planning 4.24% Add +6.8% 2,529,761 $67.1M
Apollon Wealth Management, LLC 0.81% Add +34.6% 2,499,439 $66.3M
Family Investment Center, Inc. 10.54% Add +12.2% 2,392,376 $63.4M
Journey Advisory Group, LLC 4.85% Add +4.0% 2,392,375 $63.4M
Wealth Enhancement Advisory Services, LLC 0.10% Add +9.0% 2,321,549 $61.1M
Cambridge Investment Research Advisors, Inc. 0.12% Add +10.0% 2,097,186 $55.6M
Captrust Financial Advisors 0.08% Add +2.5% 1,895,527 $50.3M
Ellenbecker Investment Group 5.82% Add +10.0% 1,884,416 $50.0M
Stifel Financial Corp. 0.04% Add +17.7% 1,882,771 $49.9M
RiverFront Investment Group, LLC 0.66% Add +0.2% 1,874,759 $49.7M
Vickerman Investment Advisors, Inc. 9.51% Add +13.0% 1,847,265 $49.0M
Ritter Daniher Financial Advisory LLC / DE 7.32% Add +3.7% 1,813,823 $48.1M
GeoWealth Management, LLC 1.51% Add +4.3% 1,809,414 $48.0M
Stratos Investment Management, LLC 1.73% Reduce -3.9% 1,806,183 $47.9M
Kensington Asset Management, LLC 2.52% Add +3.0% 1,740,431 $46.2M
Prime Capital Investment Advisors, LLC 0.45% Add +0.5% 1,732,584 $45.9M
OneDigital Investment Advisors LLC 0.39% Add +9.4% 1,718,818 $45.6M
Sunflower Bank, N.A. 10.79% Add +0.2% 1,702,327 $45.1M
HUB Investment Partners, LLC 0.83% Add +6.5% 1,700,919 $45.1M
Integrated Wealth Concepts LLC 0.29% Add +14.3% 1,697,605 $45.0M
Waterway Wealth Management, LLC 8.88% Add +4.2% 1,712,385 $43.5M
Acorn Financial Advisory Services Inc. 5.69% Add +7.3% 1,616,850 $42.9M
Jones Financial Companies LLLP 0.02% Add +40.4% 1,607,750 $42.7M
Novem Group 4.23% Add +453.6% 1,573,225 $41.7M
RFG Holdings, Inc. 8.74% Add +7.6% 1,572,195 $41.7M
Private Advisor Group, LLC 0.19% Add +2.2% 1,545,743 $41.0M
RFG Advisory, LLC 0.63% Add +144.3% 1,516,100 $40.2M
Stonebridge Financial Group, LLC 3.01% Add +4.6% 1,495,959 $39.7M
Wall Capital Group, Inc. 31.21% Add +12.7% 1,437,849 $38.1M
Annex Advisory Services, LLC 0.61% Add +58.7% 1,344,720 $35.7M
Crestmont Private Wealth LLC 9.94% Add +12.2% 1,336,497 $35.4M
Sheridan Capital Management, LLC 17.05% Add +2.6% 1,335,771 $35.4M
Aprio Wealth Management, LLC 1.75% Add +12.8% 1,335,187 $35.4M
Wealth Alliance Advisory Group, LLC 5.11% Add +1.3% 1,331,309 $35.3M
D.B. Root & Company, LLC 7.44% Add +8.9% 1,320,319 $35.0M
Mutual Advisors, LLC 0.65% Add +6.9% 1,291,743 $34.3M
Cardinal Point Capital Management ULC 1.91% Add +7.1% 1,268,316 $33.6M
Continuum Advisory, LLC 2.64% Add +4.9% 1,230,054 $32.6M
Mariner, LLC 0.03% Add +77.7% 1,224,956 $32.5M
Heirloom Wealth Management 4.67% New 1,214,464 $32.2M
Bridgewealth Advisory Group, LLC 6.02% Add +4.3% 1,201,920 $31.9M
Janney Montgomery Scott LLC 0.06% Add +1.2% 1,164,979 $30.9M
Correct Capital Wealth Management 5.32% Add +1.1% 1,162,951 $30.8M
D.A. Davidson & Co. 0.17% Add +6.7% 1,162,002 $30.8M
Allen Capital Group, LLC 2.52% Add +6.2% 1,157,019 $30.7M
Intrua Financial, LLC 2.89% Add +2.9% 1,150,669 $30.5M
Berger Financial Group, Inc 1.55% Reduce -0.8% 1,143,208 $30.3M
Visionary Wealth Advisors 1.13% Reduce -6.9% 1,082,344 $28.7M
Pictet North America Advisors SA 2.46% Reduce -5.5% 1,054,118 $28.0M
Drake & Associates, LLC 4.63% Add +6.0% 1,036,295 $27.5M
Mason & Associates, LLC 5.66% Add +4.0% 1,026,348 $27.2M
Wealthcare Advisory Partners LLC 0.52% Add +4.4% 1,025,937 $27.2M
Essex Financial Services, Inc. 1.32% Add +5.0% 998,121 $26.5M
EnRich Financial Partners LLC 6.13% Add +7.8% 973,138 $25.8M
Sanchez Wealth Management Group 4.47% Add +3.4% 962,189 $25.5M
Gemmer Asset Management LLC 1.71% Add +1.7% 957,658 $25.4M
Creative Capital Management Investments LLC 5.83% Add +7.4% 952,568 $25.3M
Vance Wealth, LLC 5.64% New 944,426 $25.0M
Rainey & Randall Wealth Advisors Inc. 3.56% Add +20.6% 938,524 $24.9M
Welch Group, LLC 0.83% Add +20.4% 913,614 $24.2M
Larson Financial Group LLC 0.64% Add +20.2% 909,398 $24.1M
Members Advisory Group LLC 6.73% Add +16.3% 909,360 $24.1M

"% of holder's portfolio" is PYLD's weight in each manager's 13F, not the share of PIMCO Multisector Bond Actv the manager owns.

Show all 692 holders