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 |
| Milestone Asset Management, LLC | 0.21% | New | 32,755 | $840K |
| MML Investors Services, LLC | 0.00% | Add +6.2% | 30,011 | $769K |
| Prosperity Wealth Management, Inc. | 0.37% | Add +21.2% | 29,536 | $757K |
| RMR Wealth Builders | 0.08% | Add +18.0% | 28,583 | $733K |
| Private Advisor Group, LLC | 0.00% | Reduce -69.6% | 28,342 | $727K |
| Financial Connections Group, Inc. | 0.36% | Add +4.5% | 27,111 | $695K |
| IHT Wealth Management, LLC | 0.03% | New | 26,499 | $679K |
| Legacy Capital Wealth Partners, LLC | 0.17% | New | 26,363 | $676K |
| Stage Harbor Financial, LLC | 0.60% | No change | 24,194 | $620K |
| RMR Capital Management, LLC | 0.55% | Reduce -8.5% | 23,465 | $602K |
| Mercer Global Advisors Inc. | 0.00% | Add +50.0% | 23,432 | $601K |
| AQR Capital Management | 0.00% | New | 23,324 | $598K |
| Northwest Capital Management Inc | 0.19% | No change | 20,704 | $531K |
| Swisher Financial Concepts, Inc. | 0.52% | Add +12.4% | 20,271 | $517K |
| Lloyd Advisory Services, LLC. | 0.24% | New | 20,012 | $513K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -2.0% | 19,791 | $507K |
| Altfest L J & Co. Inc. | 0.06% | New | 16,583 | $425K |
| Security Financial Services, INC. | 0.09% | New | 16,354 | $419K |
| TD Waterhouse Canada Inc. | 0.00% | New | 16,425 | $418K |
| Advisory Services Network, LLC | 0.01% | Add +72.7% | 16,305 | $418K |
| Mission Wealth Management, LP | 0.01% | New | 16,305 | $418K |
| Schmidt P J Investment Management Inc. | 0.07% | Add +30.4% | 15,901 | $408K |
| Bank of New York Mellon Corp | 0.00% | Add +63.8% | 15,737 | $404K |
| DAVENPORT & Co LLC | 0.00% | Add +77.1% | 15,160 | $389K |
| Ruggaard & Associates LLC | 0.18% | Add +2.2% | 15,077 | $387K |
| Axxcess Wealth Management, LLC | 0.01% | Add +74.9% | 14,973 | $384K |
| Kestra Advisory Services, LLC | 0.00% | Add +73.2% | 14,784 | $379K |
| Flow Traders U.S. LLC | 0.02% | New | 14,398 | $369K |
| RFG Advisory, LLC | 0.01% | Add +1.8% | 14,089 | $361K |
| Sigma Planning Corp | 0.01% | Add +78.8% | 13,976 | $358K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -1.4% | 13,216 | $339K |
| MSH Capital Advisors LLC | 0.11% | New | 13,210 | $339K |
| Pinnacle Wealth Management, LLC | 0.42% | Reduce -16.1% | 13,173 | $338K |
| Fourpath Capital Management, LLC | 0.24% | New | 12,842 | $329K |
| Pasadena Private Wealth, LLC | 0.07% | Reduce -21.3% | 12,458 | $319K |
| Arrowroot Family Office, LLC | 0.20% | New | 12,277 | $315K |
| Alexander Labrunerie & Co., Inc. | 0.16% | New | 11,753 | $301K |
| Walter & Keenan Wealth Management LLC /in/ | 0.09% | Add +1.5% | 11,188 | $287K |
| Parsons Capital Management Inc. | 0.02% | New | 9,860 | $253K |
| Raleigh Capital Management Inc. | 0.11% | Add +77.2% | 9,829 | $252K |
| Evoke Wealth, LLC | 0.37% | New | 9,750 | $250K |
| AFS Financial Group, LLC | 3.21% | New | 9,364 | $240K |
| UBS Group AG | 0.00% | New | 9,193 | $236K |
| Allen Capital Group, LLC | 0.03% | New | 8,268 | $212K |
| SignalPoint Asset Management, LLC | 0.05% | No change | 8,000 | $205K |
| Private Capital Management LLC | 0.02% | Add +630.0% | 3,869 | $99K |
| Parkside Financial Bank & Trust | 0.01% | No change | 3,710 | $95K |
| Comerica Bank | 0.00% | New | 3,696 | $95K |
| Private Trust Co. NA | 0.01% | New | 3,681 | $94K |
| Bank of Montreal | 0.00% | New | 3,267 | $84K |
| Mark Sheptoff Financial Planning, LLC | 0.04% | Add +47.4% | 3,049 | $78K |
| PNC Financial Services Group, Inc. | 0.00% | New | 2,003 | $51K |
| Global Retirement Partners, LLC | 0.00% | New | 1,700 | $44K |
| Cape Investment Advisory, Inc. | 0.02% | Add +68.3% | 1,641 | $42K |
| First Horizon Advisors, Inc. | 0.00% | New | 1,104 | $28K |
| Mather Group, Llc. | 0.00% | New | 1,098 | $28K |
| Allianz Asset Management GmbH | 0.00% | Add +6.5% | 594 | $15K |
| Element Wealth, LLC | 0.01% | New | 520 | $13K |
| Opal Wealth Advisors, LLC | 0.00% | New | 343 | $9K |
| Larson Financial Group LLC | 0.00% | New | 340 | $9K |
| Aspire Private Capital, LLC | 0.00% | Add +76.4% | 217 | $6K |
| National Bank of Canada | 0.00% | No change | 158 | $4K |
"% of holder's portfolio" is PYLD's weight in each manager's 13F, not the share of PIMCO Multisector Bond Actv the manager owns.