PIMCO Multisector Bond ActvPYLDETF
13F holders, Q2 2024 (June 30)162holders +45
54new positions
9sold out
1famous investor
$25.64avg. 13F price*
At the end of Q2 2024, 162 institutions reported holding PIMCO Multisector Bond Actv (PYLD) in their 13F filings, up 45 from Q1 2024. 54 opened new positions and 9 sold out. The largest holders were Sequoia Financial Advisors, LLC ($58.4M), HighTower Advisors, LLC ($49.5M) and Retirement Planning Group, LLC ($47.9M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- PIMCO Multisector Bond Actv
- Filed as
- PIMCO ETF TR (Q2 2024)
- CUSIP
- 72201R585
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $229.9M |
| Exits | 9 | $2.5M |
All 13F filers, Q1 2024 → Q2 2024: 17,400,948 shares bought and 471,724 shares sold, net +16,929,224 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 162 holders
| Sequoia Financial Advisors, LLC | 0.70% | New | 2,275,971 | $58.4M |
| HighTower Advisors, LLC | 0.08% | Add +79.6% | 1,931,193 | $49.5M |
| Retirement Planning Group, LLC | 3.04% | New | 1,867,901 | $47.9M |
| NewEdge Advisors, LLC | 0.27% | Add +409.8% | 1,464,239 | $37.5M |
| Krilogy Financial LLC | 2.42% | Add +20.3% | 1,279,510 | $32.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +267.7% | 1,083,634 | $27.8M |
| LPL Financial LLC | 0.01% | Add +136.0% | 1,050,973 | $26.9M |
| Wells Fargo & Company | 0.01% | Add +67.4% | 1,012,534 | $26.0M |
| WCG Wealth Advisors LLC | 1.82% | New | 960,255 | $24.6M |
| Berger Financial Group, Inc | 1.88% | Add +1.2% | 917,420 | $23.5M |
| HUB Investment Partners, LLC | 1.04% | Add +1497.3% | 844,767 | $21.7M |
| Kelman-Lazarov, Inc. | 3.75% | Add +19.7% | 784,087 | $20.1M |
| First Heartland Consultants, Inc. | 1.82% | Add +3.9% | 713,915 | $18.3M |
| Wealth Alliance Advisory Group, LLC | 4.09% | Add +3.8% | 708,705 | $18.2M |
| EnRich Financial Partners LLC | 6.45% | Add +3.0% | 686,222 | $17.6M |
| Sanchez Wealth Management Group | 5.65% | Add +2.2% | 680,308 | $17.4M |
| AE Wealth Management LLC | 0.15% | Add +140.4% | 596,139 | $15.3M |
| Bridgewealth Advisory Group, LLC | 6.39% | Add +7.4% | 562,267 | $14.4M |
| Pictet North America Advisors SA | 1.51% | Reduce -26.2% | 542,176 | $13.9M |
| Aveo Capital Partners, LLC | 1.56% | Add +7.5% | 536,482 | $13.8M |
| Orion Porfolio Solutions, LLC | 0.14% | Add +0.6% | 529,066 | $13.6M |
| Orion Portfolio Solutions, LLC | 0.14% | Add +0.6% | 529,066 | $13.6M |
| Astor Investment Management LLC | 5.87% | Add +54.6% | 497,743 | $12.8M |
| MinichMacGregor Wealth Management, LLC | 3.11% | Add +3856.6% | 497,423 | $12.8M |
| Royal Bank of Canada | 0.00% | Add +158.1% | 487,152 | $12.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +12.0% | 439,322 | $11.3M |
| Crestmont Private Wealth LLC | 4.74% | New | 383,930 | $9.8M |
| Financial Futures Ltd Liability Co. | 5.96% | Add +53.9% | 374,598 | $9.6M |
| Family Investment Center, Inc. | 2.69% | Add +35.5% | 351,117 | $9.0M |
| Precision Wealth Strategies, LLC | 9.18% | Reduce -18.8% | 346,748 | $8.9M |
| Integrated Wealth Concepts LLC | 0.12% | New | 344,094 | $8.8M |
| Fortress Wealth Management, Inc. | 4.47% | Reduce -0.4% | 340,870 | $8.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +8.8% | 292,236 | $7.5M |
| Intrua Financial, LLC | 1.18% | New | 283,948 | $7.3M |
| OneDigital Investment Advisors LLC | 0.09% | Add +284.0% | 277,593 | $7.1M |
| Dynamic Advisor Solutions LLC | 0.21% | Add +162.0% | 265,815 | $6.8M |
| John W. Brooker & Co., CPAs | 3.30% | New | 256,686 | $6.6M |
| Blue Investment Partners LLC | 2.70% | New | 232,137 | $6.0M |
| Sowell Financial Services LLC | 0.27% | New | 217,267 | $5.6M |
| Strata Wealth Advisors, LLC | 1.92% | Add +7.5% | 216,864 | $5.6M |
| Castle Wealth Management LLC | 2.65% | Add +87.4% | 216,057 | $5.5M |
| Williams & Novak, LLC | 5.10% | New | 213,864 | $5.5M |
| Cwm, LLC | 0.03% | Add +917.6% | 210,687 | $5.4M |
| JPMorgan Chase & Co. | 0.00% | Add +7.8% | 187,416 | $4.8M |
| Dynasty Wealth Management, LLC | 0.14% | Add +7.8% | 187,372 | $4.8M |
| Morgan Stanley | 0.00% | Add +14.7% | 183,808 | $4.7M |
| Hedeker Wealth, LLC | 1.27% | New | 171,367 | $4.4M |
| CreativeOne Wealth, LLC | 0.22% | Add +4.8% | 168,128 | $4.3M |
| Great Valley Advisor Group, Inc. | 0.12% | New | 164,526 | $4.2M |
| Captrust Financial Advisors | 0.01% | New | 161,374 | $4.1M |
| Bare Financial Services, Inc | 2.17% | New | 158,148 | $4.1M |
| Bleakley Financial Group, LLC | 0.12% | Add +0.1% | 159,979 | $4.1M |
| Simplicity Wealth,LLC | 0.09% | Add +0.1% | 159,979 | $4.1M |
| Beta Wealth Group, Inc. | 1.91% | Add +0.0% | 156,745 | $4.0M |
| Delta Investment Management, LLC | 0.88% | Add +9.8% | 155,009 | $4.0M |
| Atria Investments, Inc | 0.05% | Add +79.1% | 148,994 | $3.8M |
| Osaic Holdings, Inc. | 0.01% | Add +77.9% | 147,830 | $3.8M |
| GeoWealth Management, LLC | 0.16% | Add +67.8% | 147,491 | $3.8M |
| Cyndeo Wealth Partners, LLC | 0.29% | Reduce -8.9% | 143,744 | $3.7M |
| Daymark Wealth Partners, LLC | 0.16% | New | 138,250 | $3.5M |
| Jane Street Group, LLC | 0.00% | New | 134,567 | $3.5M |
| CarsonAllaria Wealth Management, Ltd. | 2.11% | Add +13.5% | 134,310 | $3.4M |
| Sentinel Pension Advisors, LLC | 0.69% | New | 130,032 | $3.3M |
| Legacy Capital Group California, Inc. | 1.18% | Add +113.8% | 127,528 | $3.3M |
| Essex Financial Services, Inc. | 0.23% | Add +86.4% | 117,795 | $3.1M |
| Beacon Financial Advisory LLC | 1.13% | Add +75.4% | 118,418 | $3.0M |
| PAX Financial Group, LLC | 0.57% | Add +73.6% | 113,330 | $2.9M |
| Quadcap Wealth Management, LLC | 0.46% | New | 98,195 | $2.5M |
| Menard Financial Group LLC | 1.79% | Add +7.6% | 98,084 | $2.5M |
| ERn Financial, LLC | 0.40% | Add +357.1% | 93,173 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +15.3% | 91,537 | $2.3M |
| Parallel Advisors, LLC | 0.06% | Add +48.5% | 90,007 | $2.3M |
| Mutual Advisors, LLC | 0.07% | Add +130.7% | 85,805 | $2.2M |
| Horizon Investments, LLC | 0.06% | New | 87,351 | $2.2M |
| Cardinal Point Capital Management ULC | 0.36% | New | 81,110 | $2.1M |
| Hutchens & Kramer Investment Management Group, LLC | 1.14% | Add +93.3% | 81,126 | $2.1M |
| Roger Wittlin Investment Advisory, LLC | 1.27% | Add +170.3% | 76,984 | $2.0M |
| Cibc World Market Inc. | 0.00% | Add +66.1% | 74,010 | $1.9M |
| Walkner Condon Financial Advisors LLC | 0.41% | Add +3.2% | 73,445 | $1.9M |
| Relative Value Partners Group, LLC | 0.22% | New | 66,808 | $1.7M |
| Lake Street Private Wealth, LLC | 0.22% | New | 66,808 | $1.7M |
| Ameritas Advisory Services, LLC | 0.06% | New | 63,941 | $1.6M |
| Gallacher Capital Management LLC | 0.86% | Reduce -14.4% | 63,533 | $1.6M |
| EverSource Wealth Advisors, LLC | 0.10% | Add +103.1% | 60,483 | $1.6M |
| Great Point Wealth Advisors, LLC | 0.33% | Reduce -1.0% | 55,497 | $1.4M |
| Hilltop Holdings Inc. | 0.16% | Reduce -0.9% | 53,125 | $1.4M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +5.4% | 52,775 | $1.4M |
| Freedom Investment Management, Inc. | 0.11% | Add +117.4% | 51,994 | $1.3M |
| Banque Pictet & Cie SA | 0.01% | Add +2.4% | 51,500 | $1.3M |
| Richard P Slaughter Associates Inc | 0.31% | Reduce -4.1% | 50,990 | $1.3M |
| Mariner, LLC | 0.00% | Add +116.5% | 49,803 | $1.3M |
| RFG Holdings, Inc. | 0.48% | New | 49,300 | $1.3M |
| Synovus Financial Corp. | 0.02% | Add +2.2% | 46,558 | $1.2M |
| Sprinkle Financial Consultants LLC | 0.90% | Add +396.9% | 44,574 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Add +4.2% | 42,798 | $1.1M |
| Eclectic Associates Inc. | 0.48% | Add +4.2% | 42,242 | $1.1M |
| Econ Financial Services Corp | 0.63% | Add +0.8% | 39,334 | $1.0M |
| Wealthspire Retirement, LLC | 0.08% | Add +53.8% | 38,833 | $996K |
| Breakwater Capital Group | 0.19% | New | 33,318 | $854K |
| USAdvisors Wealth Management, LLC | 0.30% | Add +0.0% | 33,293 | $853K |
"% of holder's portfolio" is PYLD's weight in each manager's 13F, not the share of PIMCO Multisector Bond Actv the manager owns.