PIMCO Multisector Bond ActvPYLDETF
13F holders, Q3 2024 (September 30)222holders +60
67new positions
8sold out
3famous investors
$26.64avg. 13F price*
At the end of Q3 2024, 222 institutions reported holding PIMCO Multisector Bond Actv (PYLD) in their 13F filings, up 60 from Q2 2024. 67 opened new positions and 8 sold out. The largest holders were Retirement Planning Group, LLC ($73.3M), Sequoia Financial Advisors, LLC ($68.9M) and LPL Financial LLC ($57.7M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- PIMCO Multisector Bond Actv
- Filed as
- PIMCO ETF TR (Q3 2024)
- CUSIP
- 72201R585
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $186.5M |
| Exits | 8 | $13.5M |
All 13F filers, Q2 2024 → Q3 2024: 17,760,402 shares bought and 2,012,306 shares sold, net +15,748,096 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 222 holders
| Retirement Planning Group, LLC | 3.99% | Add +47.2% | 2,748,900 | $73.3M |
| Sequoia Financial Advisors, LLC | 0.74% | Add +13.5% | 2,583,787 | $68.9M |
| LPL Financial LLC | 0.03% | Add +106.0% | 2,165,316 | $57.7M |
| AE Wealth Management LLC | 0.51% | Add +255.7% | 2,120,622 | $56.5M |
| HighTower Advisors, LLC | 0.08% | Add +6.1% | 2,049,297 | $54.6M |
| NewEdge Advisors, LLC | 0.32% | Add +27.7% | 1,870,009 | $49.8M |
| Krilogy Financial LLC | 2.65% | Add +12.8% | 1,443,539 | $38.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +24.0% | 1,343,873 | $35.8M |
| Family Investment Center, Inc. | 8.44% | Add +259.1% | 1,260,959 | $33.6M |
| HUB Investment Partners, LLC | 1.15% | Add +16.7% | 986,029 | $26.3M |
| Wells Fargo & Company | 0.01% | Reduce -4.4% | 967,816 | $25.8M |
| Berger Financial Group, Inc | 1.77% | Add +0.2% | 919,066 | $24.5M |
| Falcon Wealth Planning | 2.85% | New | 909,198 | $24.2M |
| WCG Wealth Advisors LLC | 1.61% | Reduce -7.1% | 892,186 | $23.8M |
| Cardinal Point Capital Management ULC | 3.65% | Add +912.3% | 821,095 | $21.9M |
| Kelman-Lazarov, Inc. | 3.70% | Add +3.0% | 807,808 | $21.5M |
| Correct Capital Wealth Management | 4.51% | New | 764,043 | $20.4M |
| Kensington Asset Management, LLC | 1.09% | New | 762,781 | $19.9M |
| Wealth Alliance Advisory Group, LLC | 4.08% | Add +3.0% | 729,639 | $19.4M |
| Sanchez Wealth Management Group | 5.84% | Add +5.7% | 718,807 | $19.2M |
| EnRich Financial Partners LLC | 6.39% | Add +4.6% | 717,554 | $19.1M |
| Bridgewealth Advisory Group, LLC | 6.22% | Add +14.1% | 641,458 | $17.1M |
| Gemmer Asset Management LLC | 1.63% | New | 610,614 | $16.3M |
| Morgan Stanley | 0.00% | Add +223.1% | 593,873 | $15.8M |
| Trajan Wealth LLC | 0.93% | New | 588,617 | $15.7M |
| Aveo Capital Partners, LLC | 1.61% | Add +6.1% | 569,428 | $15.2M |
| Royal Bank of Canada | 0.00% | Add +16.4% | 567,000 | $15.1M |
| MinichMacGregor Wealth Management, LLC | 2.96% | Add +4.0% | 517,502 | $13.8M |
| Pictet North America Advisors SA | 1.34% | Reduce -6.0% | 509,478 | $13.6M |
| Orion Porfolio Solutions, LLC | 0.13% | Reduce -4.6% | 504,831 | $13.5M |
| Orion Portfolio Solutions, LLC | 0.13% | Reduce -4.6% | 504,831 | $13.5M |
| Fortress Wealth Management, Inc. | 6.61% | Add +45.6% | 496,161 | $13.2M |
| OneDigital Investment Advisors LLC | 0.14% | Add +67.8% | 465,859 | $12.4M |
| Astor Investment Management LLC | 5.78% | Reduce -8.9% | 453,212 | $12.1M |
| Castle Wealth Management LLC | 4.56% | Add +98.5% | 428,931 | $11.4M |
| Crestmont Private Wealth LLC | 4.77% | Add +6.7% | 409,740 | $10.9M |
| Financial Futures Ltd Liability Co. | 6.21% | Add +8.5% | 406,592 | $10.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -8.0% | 404,265 | $10.8M |
| UBS Group AG | 0.00% | Add +4213.0% | 396,490 | $10.6M |
| CreativeOne Wealth, LLC | 0.35% | Add +131.3% | 388,845 | $10.4M |
| Bare Financial Services, Inc | 4.20% | Add +142.7% | 383,803 | $10.2M |
| Integrated Wealth Concepts LLC | 0.12% | Add +4.1% | 358,226 | $9.5M |
| John W. Brooker & Co., CPAs | 4.04% | Add +28.8% | 330,572 | $8.8M |
| Blue Investment Partners LLC | 3.54% | Add +38.6% | 321,779 | $8.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +9.3% | 319,372 | $8.5M |
| Precision Wealth Strategies, LLC | 7.81% | Reduce -8.7% | 316,521 | $8.4M |
| Intrua Financial, LLC | 1.34% | Add +9.2% | 309,981 | $8.3M |
| Captrust Financial Advisors | 0.02% | Add +89.6% | 305,902 | $8.2M |
| Halbert Hargrove Global Advisors, LLC | 0.42% | New | 281,224 | $7.5M |
| Elevated Capital Advisors, LLC | 1.84% | New | 260,277 | $6.9M |
| Great Valley Advisor Group, Inc. | 0.17% | Add +57.1% | 258,520 | $6.9M |
| Osaic Holdings, Inc. | 0.01% | Add +63.7% | 241,984 | $6.4M |
| Waterway Wealth Management, LLC | 2.74% | New | 239,420 | $6.4M |
| Cwm, LLC | 0.03% | Add +13.4% | 238,952 | $6.4M |
| Dechtman Wealth Management, LLC | 1.27% | New | 232,721 | $6.2M |
| Sowell Financial Services LLC | 0.29% | Add +6.5% | 231,323 | $6.2M |
| Strata Wealth Advisors, LLC | 1.89% | Add +1.6% | 220,227 | $5.9M |
| Symphony Financial Services, Inc. | 4.93% | New | 217,505 | $5.8M |
| Lokken Investment Group LLC | 2.09% | New | 188,382 | $5.0M |
| Beacon Financial Advisory LLC | 1.69% | Add +57.9% | 186,940 | $5.0M |
| Mutual Advisors, LLC | 0.14% | Add +115.3% | 184,699 | $4.8M |
| Quadcap Wealth Management, LLC | 0.75% | Add +84.3% | 180,942 | $4.8M |
| Hedeker Wealth, LLC | 1.27% | Add +5.0% | 179,994 | $4.8M |
| PAX Financial Group, LLC | 0.86% | Add +58.6% | 179,800 | $4.8M |
| GeoWealth Management, LLC | 0.17% | Add +19.4% | 176,077 | $4.7M |
| Sentinel Pension Advisors, LLC | 0.88% | Add +31.9% | 171,542 | $4.6M |
| Beta Wealth Group, Inc. | 2.06% | Add +9.4% | 171,437 | $4.6M |
| RFG Holdings, Inc. | 1.60% | Add +246.1% | 170,617 | $4.5M |
| CarsonAllaria Wealth Management, Ltd. | 2.48% | Add +20.9% | 162,413 | $4.3M |
| Bleakley Financial Group, LLC | 0.13% | Add +0.2% | 160,238 | $4.3M |
| Essex Financial Services, Inc. | 0.31% | Add +37.8% | 162,259 | $4.3M |
| Delta Investment Management, LLC | 0.85% | Add +1.0% | 156,532 | $4.2M |
| Daymark Wealth Partners, LLC | 0.17% | Add +11.1% | 153,550 | $4.1M |
| Old Mission Capital LLC | 0.09% | New | 153,526 | $4.1M |
| First Heartland Consultants, Inc. | 0.44% | Reduce -78.6% | 152,615 | $4.1M |
| Atria Investments, Inc | 0.05% | Reduce -1.6% | 146,583 | $3.9M |
| Ritter Daniher Financial Advisory LLC / DE | 1.12% | New | 144,788 | $3.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +54.0% | 140,918 | $3.8M |
| Fiduciary Alliance LLC | 0.49% | New | 138,458 | $3.7M |
| ERn Financial, LLC | 0.54% | Add +44.0% | 134,194 | $3.6M |
| Legacy Capital Group California, Inc. | 1.12% | Reduce -0.7% | 126,682 | $3.4M |
| Hutchens & Kramer Investment Management Group, LLC | 1.86% | Add +55.8% | 126,392 | $3.4M |
| Williams & Novak, LLC | 2.87% | Reduce -46.0% | 115,542 | $3.1M |
| ORBA Wealth Advisors, L.L.C. | 1.54% | New | 114,169 | $3.0M |
| Walkner Condon Financial Advisors LLC | 0.59% | Add +46.9% | 107,915 | $2.9M |
| Harbour Investments, Inc. | 0.08% | New | 99,650 | $2.7M |
| TrinityPoint Wealth, LLC | 0.38% | New | 99,167 | $2.6M |
| Lake Street Private Wealth, LLC | 0.42% | Add +47.7% | 98,700 | $2.6M |
| Advocacy Wealth Management, LLC | 0.21% | New | 98,178 | $2.6M |
| Menard Financial Group LLC | 1.68% | Reduce -2.3% | 95,832 | $2.6M |
| Parallel Advisors, LLC | 0.06% | Add +6.3% | 95,669 | $2.5M |
| Cibc World Market Inc. | 0.01% | Add +26.1% | 93,321 | $2.5M |
| Roger Wittlin Investment Advisory, LLC | 1.43% | Add +21.1% | 93,230 | $2.5M |
| Synovus Financial Corp. | 0.03% | Add +97.4% | 91,918 | $2.4M |
| Horizon Investments, LLC | 0.06% | Add +1.7% | 88,822 | $2.3M |
| Visionary Wealth Advisors | 0.14% | New | 87,054 | $2.3M |
| Mariner, LLC | 0.00% | Add +65.3% | 82,327 | $2.2M |
| Renaissance Technologies | 0.00% | New | 78,200 | $2.1M |
| Ameritas Advisory Services, LLC | 0.09% | Add +17.9% | 75,357 | $2.0M |
| Crown Wealth Group, LLC | 0.85% | New | 73,741 | $2.0M |
| Stifel Financial Corp. | 0.00% | New | 73,211 | $2.0M |
| EverSource Wealth Advisors, LLC | 0.11% | Add +7.4% | 64,952 | $1.7M |
| Breakwater Capital Group | 0.34% | Add +88.9% | 62,937 | $1.7M |
| Eclectic Associates Inc. | 0.64% | Add +43.9% | 60,773 | $1.6M |
| Gallacher Capital Management LLC | 0.74% | Reduce -4.5% | 60,656 | $1.6M |
| Wealthspire Retirement, LLC | 0.13% | Add +52.3% | 59,151 | $1.6M |
| Hilltop Holdings Inc. | 0.10% | Add +5.2% | 55,895 | $1.5M |
| Richard P Slaughter Associates Inc | 0.34% | Add +8.3% | 55,249 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +4.3% | 55,032 | $1.5M |
| Altfest L J & Co. Inc. | 0.19% | Add +226.3% | 54,115 | $1.4M |
| Freedom Investment Management, Inc. | 0.11% | Add +1.7% | 52,883 | $1.4M |
| Mission Wealth Management, LP | 0.03% | Add +223.8% | 52,798 | $1.4M |
| Banque Pictet & Cie SA | 0.01% | Add +1.0% | 52,000 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -80.5% | 51,726 | $1.4M |
| Foundry Financial Group, Inc. | 0.86% | New | 51,716 | $1.4M |
| Great Point Wealth Advisors, LLC | 0.29% | Reduce -7.3% | 51,465 | $1.4M |
| Sprinkle Financial Consultants LLC | 0.96% | Add +13.5% | 50,595 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +71.8% | 48,706 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +4.2% | 44,589 | $1.2M |
| Milestone Asset Management, LLC | 0.26% | Add +32.1% | 43,284 | $1.2M |
| USAdvisors Wealth Management, LLC | 0.40% | Add +27.8% | 42,556 | $1.1M |
| Lionsbridge Wealth Management LLC | 0.89% | New | 42,442 | $1.1M |
| Prosperity Wealth Management, Inc. | 0.45% | Add +43.1% | 42,262 | $1.1M |
| Econ Financial Services Corp | 0.62% | Add +5.8% | 41,595 | $1.1M |
| WestHill Financial Advisors, Inc. | 0.23% | New | 38,506 | $1.0M |
| Lhm, Inc. | 0.31% | New | 37,501 | $999K |
| Manchester Capital Management LLC | 0.11% | New | 36,597 | $975K |
| Thoroughbred Financial Services, LLC | 0.06% | New | 36,137 | $963K |
| Flow Traders U.S. LLC | 0.05% | Add +149.3% | 35,888 | $956K |
| WNY Asset Management, LLC | 0.10% | New | 33,520 | $893K |
| New Century Financial Group, LLC | 0.32% | New | 32,246 | $859K |
| RMR Wealth Builders | 0.09% | Add +11.2% | 31,791 | $847K |
| Parsons Capital Management Inc. | 0.05% | Add +220.3% | 31,579 | $842K |
| TD Waterhouse Canada Inc. | 0.01% | Add +92.6% | 31,635 | $840K |
| MML Investors Services, LLC | 0.00% | Add +4.9% | 31,489 | $839K |
| JPMorgan Chase & Co. | 0.00% | Reduce -84.0% | 29,979 | $799K |
| Kingsview Wealth Management, LLC | 0.02% | New | 29,649 | $790K |
| Financial Connections Group, Inc. | 0.38% | Add +6.0% | 28,735 | $765K |
| Security Financial Services, INC. | 0.16% | Add +75.2% | 28,658 | $764K |
| Mercer Global Advisors Inc. | 0.00% | Add +21.7% | 28,510 | $757K |
| Capital Analysts, LLC | 0.03% | New | 28,002 | $746K |
| IHT Wealth Management, LLC | 0.02% | Add +3.2% | 27,336 | $729K |
| Evoke Wealth, LLC | 0.02% | Add +176.9% | 27,000 | $720K |
| Intelligence Driven Advisers, LLC | 0.10% | New | 26,736 | $713K |
| Apella Capital, LLC | 0.03% | New | 26,737 | $709K |
| Legacy Capital Wealth Partners, LLC | 0.14% | Reduce -1.1% | 26,074 | $695K |
| Alexander Labrunerie & Co., Inc. | 0.32% | Add +117.5% | 25,566 | $681K |
| Farther Finance Advisors, LLC | 0.02% | New | 24,429 | $651K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.10% | Add +84.6% | 24,398 | $650K |
| MSH Capital Advisors LLC | 0.20% | Add +84.2% | 24,333 | $648K |
| Stage Harbor Financial, LLC | 0.58% | No change | 24,194 | $637K |
| RMR Capital Management, LLC | 0.53% | No change | 23,465 | $625K |
| AQR Capital Management | 0.00% | No change | 23,324 | $622K |
| RFG Advisory, LLC | 0.02% | Add +64.1% | 23,116 | $616K |
| Schmidt P J Investment Management Inc. | 0.10% | Add +43.2% | 22,773 | $607K |
| Swisher Financial Concepts, Inc. | 0.37% | Add +8.5% | 21,987 | $582K |
| Janney Montgomery Scott LLC | 0.00% | New | 21,755 | $580K |
| Lloyd Advisory Services, LLC. | 0.27% | Add +4.0% | 20,805 | $554K |
| GSG Advisors LLC | 0.18% | New | 20,811 | $553K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 20,632 | $550K |
| Kestra Advisory Services, LLC | 0.00% | Add +35.4% | 20,012 | $533K |
| J. W. Coons Advisors, LLC | 0.10% | New | 19,800 | $528K |
| Northwest Capital Management Inc | 0.18% | Reduce -7.9% | 19,075 | $508K |
| Jones Financial Companies LLLP | 0.00% | New | 18,159 | $484K |
| Beckerman Institutional, LLC | 0.41% | — | 18,063 | $481K |
| Rollins Financial Advisors, LLC | 0.08% | New | 17,595 | $469K |
| Larson Financial Group LLC | 0.03% | Add +4794.7% | 16,642 | $444K |
| Pinnacle Financial Group, LLC / IL | 0.17% | New | 16,547 | $441K |
| Prospera Financial Services Inc | 0.01% | New | 16,500 | $440K |
| Raymond James & Associates | 0.00% | New | 16,238 | $433K |
| Cozad Asset Management Inc. | 0.04% | New | 15,978 | $426K |
| Beacon Financial Planning, Inc. | 0.26% | New | 15,889 | $423K |
| Advisory Services Network, LLC | 0.01% | No change | 16,305 | $418K |
| Financial Advocates Investment Management | 0.02% | New | 15,277 | $407K |
| DAVENPORT & Co LLC | 0.00% | Add +0.4% | 15,223 | $406K |
| Ruggaard & Associates LLC | 0.17% | Reduce -0.1% | 15,059 | $401K |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.6% | 14,380 | $383K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -5.1% | 14,216 | $379K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -90.3% | 13,874 | $370K |
| Pinnacle Wealth Management, LLC | 0.43% | Add +1.3% | 13,344 | $356K |
| Fourpath Capital Management, LLC | 0.06% | Reduce -0.7% | 12,754 | $340K |
| Arbor Capital Management Inc. | 0.31% | New | 12,516 | $332K |
| Howard Bailey Securities, LLC | 0.12% | — | 12,333 | $329K |
| Arrowroot Family Office, LLC | 0.19% | Reduce -0.1% | 12,265 | $327K |
| Concord Wealth Partners | 0.05% | New | 12,254 | $327K |
| Pasadena Private Wealth, LLC | 0.07% | Reduce -1.8% | 12,237 | $326K |
| Bank of Montreal | 0.00% | Add +271.4% | 12,134 | $324K |
| Citadel Advisors | 0.00% | New | 12,100 | $322K |
| Private Trust Co. NA | 0.03% | Add +216.3% | 11,641 | $310K |
| Walter & Keenan Wealth Management LLC /in/ | 0.09% | Add +1.5% | 11,352 | $303K |
| Tectonic Advisors LLC | 0.02% | New | 10,557 | $281K |
| Cherrydale Wealth Management, LLC | 0.11% | New | 10,527 | $281K |
| Lodestone Wealth Management LLC | 0.13% | New | 10,033 | $267K |
| Csenge Advisory Group | 0.01% | New | 9,969 | $262K |
| Palo Alto Wealth Advisors, LLC | 0.11% | New | 9,975 | $262K |
| GPS Wealth Strategies Group, LLC | 0.03% | New | 9,626 | $257K |
| Allen Capital Group, LLC | 0.03% | Add +13.9% | 9,414 | $251K |
| Raleigh Capital Management Inc. | 0.10% | Reduce -5.9% | 9,246 | $246K |
| &partners | 0.00% | New | 9,178 | $245K |
| SignalPoint Asset Management, LLC | 0.05% | No change | 8,000 | $213K |
| Sanctuary Advisors, LLC | 0.00% | New | 8,103 | $211K |
| Summit Investment Advisory Services, LLC | 0.11% | New | 7,559 | $201K |
| Private Capital Management LLC | 0.03% | Add +83.8% | 7,113 | $190K |
| Cape Investment Advisory, Inc. | 0.07% | Add +299.0% | 6,547 | $174K |
| Future Financial Wealth Managment LLC | 0.12% | New | 6,274 | $167K |
| Comerica Bank | 0.00% | Add +68.6% | 6,231 | $166K |
| Authentikos Wealth Advisory, LLC | 0.15% | New | 5,945 | $158K |
| Parkside Financial Bank & Trust | 0.01% | Add +5.2% | 3,901 | $104K |
| Global Retirement Partners, LLC | 0.00% | Add +102.7% | 3,446 | $92K |
| Mather Group, Llc. | 0.00% | Add +60.1% | 1,758 | $47K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,740 | $46K |
| Peterson Financial Group, Inc. | 0.16% | New | 1,566 | $42K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,300 | $35K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,104 | $29K |
| Element Wealth, LLC | 0.01% | Add +48.1% | 770 | $21K |
| Allianz Asset Management GmbH | 0.00% | Add +4.4% | 620 | $17K |
| Continuum Advisory, LLC | 0.00% | New | 427 | $11K |
| Bank of America Corp. | 0.00% | New | 394 | $11K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | Reduce -90.2% | 300 | $8K |
| Aspire Private Capital, LLC | 0.00% | Reduce -0.9% | 215 | $6K |
| National Bank of Canada | 0.00% | No change | 158 | $4K |
| FMR LLC | 0.00% | New | 1 | $27 |
"% of holder's portfolio" is PYLD's weight in each manager's 13F, not the share of PIMCO Multisector Bond Actv the manager owns.