PIMCO Multisector Bond ActvPYLDETF
13F holders, Q4 2024 (December 31)312holders +90
68new positions
5sold out
2famous investors
$25.92avg. 13F price*
At the end of Q4 2024, 312 institutions reported holding PIMCO Multisector Bond Actv (PYLD) in their 13F filings, up 90 from Q3 2024. 68 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($106.5M), Retirement Planning Group, LLC ($97.6M) and Bank of America Corp. ($82.3M). 2 famous investors held it, including 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 (Q4 2024)
- CUSIP
- 72201R585
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $243.6M |
| Exits | 5 | $10.7M |
All 13F filers, Q3 2024 → Q4 2024: 34,679,620 shares bought and 1,059,066 shares sold, net +33,620,554 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 312 holders
| LPL Financial LLC | 0.04% | Add +89.7% | 4,107,280 | $106.5M |
| Retirement Planning Group, LLC | 4.91% | Add +37.0% | 3,766,885 | $97.6M |
| Bank of America Corp. | 0.01% | Add +805843.9% | 3,175,419 | $82.3M |
| Morgan Stanley | 0.01% | Add +432.0% | 3,159,577 | $81.9M |
| Sequoia Financial Advisors, LLC | 0.75% | Add +15.6% | 2,986,289 | $77.4M |
| NewEdge Advisors, LLC | 0.42% | Add +42.5% | 2,665,476 | $69.1M |
| AE Wealth Management LLC | 0.58% | Add +25.1% | 2,652,320 | $68.7M |
| HighTower Advisors, LLC | 0.09% | Add +26.6% | 2,593,374 | $67.2M |
| Krilogy Financial LLC | 3.71% | Add +48.7% | 2,146,770 | $55.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +56.4% | 2,101,910 | $54.5M |
| TruWealth Advisors, LLC | 2.83% | New | 1,808,437 | $46.9M |
| Falcon Wealth Planning | 4.63% | Add +76.3% | 1,603,290 | $41.6M |
| Independent Advisor Alliance | 0.48% | New | 1,392,887 | $36.1M |
| Family Investment Center, Inc. | 8.97% | Add +8.3% | 1,365,230 | $35.4M |
| HUB Investment Partners, LLC | 1.19% | Add +11.1% | 1,095,102 | $28.4M |
| JSF Financial, LLC | 7.51% | New | 1,084,171 | $28.1M |
| Dechtman Wealth Management, LLC | 5.23% | Add +348.3% | 1,043,258 | $27.0M |
| WCG Wealth Advisors LLC | 1.70% | Add +10.9% | 989,924 | $25.7M |
| Wells Fargo & Company | 0.01% | Reduce -1.4% | 954,367 | $24.7M |
| Berger Financial Group, Inc | 1.67% | Add +1.3% | 931,277 | $24.1M |
| Commonwealth Equity Services, LLC | 0.04% | Add +559.0% | 928,628 | $24.1M |
| Royal Bank of Canada | 0.01% | Add +63.6% | 927,607 | $24.0M |
| Dynasty Wealth Management, LLC | 0.41% | New | 922,589 | $23.9M |
| JPMorgan Chase & Co. | 0.00% | Add +2973.6% | 921,419 | $23.9M |
| Sagespring Wealth Partners, LLC | 0.62% | — | 908,663 | $23.6M |
| Correct Capital Wealth Management | 4.66% | Add +18.1% | 901,956 | $23.4M |
| Pictet North America Advisors SA | 2.11% | Add +68.5% | 858,255 | $22.2M |
| Cardinal Point Capital Management ULC | 3.53% | Add +3.9% | 852,885 | $22.2M |
| UBS Group AG | 0.00% | Add +112.9% | 844,288 | $21.9M |
| Kelman-Lazarov, Inc. | 3.91% | Add +3.7% | 837,817 | $21.7M |
| Captrust Financial Advisors | 0.06% | Add +164.7% | 809,707 | $21.0M |
| Aveo Capital Partners, LLC | 2.28% | Add +41.1% | 803,698 | $20.8M |
| Bridgewealth Advisory Group, LLC | 5.77% | Add +21.7% | 780,871 | $20.4M |
| Sanchez Wealth Management Group | 5.28% | Add +3.7% | 745,446 | $19.3M |
| Wealth Alliance Advisory Group, LLC | 4.03% | Add +0.8% | 735,786 | $19.1M |
| EnRich Financial Partners LLC | 6.30% | Add +1.8% | 730,092 | $18.9M |
| Gemmer Asset Management LLC | 1.78% | Add +14.3% | 698,231 | $18.1M |
| RFG Holdings, Inc. | 5.96% | Add +305.9% | 692,449 | $17.9M |
| Novem Group | 2.42% | — | 627,713 | $16.3M |
| Trajan Wealth LLC | 0.90% | Add +6.3% | 625,745 | $16.2M |
| Ellenbecker Investment Group | 2.87% | New | 618,783 | $16.0M |
| OneDigital Investment Advisors LLC | 0.18% | Add +26.3% | 588,153 | $15.2M |
| Fortress Wealth Management, Inc. | 7.31% | Add +17.2% | 581,492 | $15.1M |
| Financial Futures Ltd Liability Co. | 8.48% | Add +41.8% | 576,553 | $14.9M |
| Osaic Holdings, Inc. | 0.03% | Add +134.9% | 568,366 | $14.7M |
| Bank of New York Mellon Corp | 0.00% | Add +3795.2% | 560,131 | $14.5M |
| MinichMacGregor Wealth Management, LLC | 3.01% | Add +8.1% | 559,555 | $14.5M |
| CreativeOne Wealth, LLC | 0.41% | Add +32.7% | 515,959 | $13.4M |
| Castle Wealth Management LLC | 4.97% | Add +13.1% | 485,134 | $12.6M |
| Legacy Financial Advisors, Inc. | 2.07% | New | 483,659 | $12.5M |
| Orion Porfolio Solutions, LLC | 0.12% | Reduce -4.2% | 483,602 | $12.5M |
| Orion Portfolio Solutions, LLC | 0.12% | Reduce -4.2% | 483,602 | $12.5M |
| Raymond James Financial Inc. | 0.00% | — | 476,989 | $12.4M |
| Allen Capital Group, LLC | 1.50% | Add +4902.5% | 470,932 | $12.2M |
| Horizon Investments, LLC | 0.35% | Add +430.1% | 470,822 | $12.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +10.6% | 447,181 | $11.6M |
| Kensington Asset Management, LLC | 0.68% | Reduce -41.5% | 446,181 | $11.6M |
| Intrua Financial, LLC | 1.87% | Add +43.6% | 445,108 | $11.5M |
| Dahring | Cusmano LLC | 10.39% | — | 442,093 | $11.5M |
| Astor Investment Management LLC | 5.80% | Reduce -3.6% | 436,703 | $11.3M |
| Bare Financial Services, Inc | 4.55% | Add +13.7% | 436,186 | $11.3M |
| Crestmont Private Wealth LLC | 4.97% | Add +4.0% | 425,983 | $11.0M |
| Ritter Daniher Financial Advisory LLC / DE | 3.11% | Add +193.9% | 425,502 | $11.0M |
| ERn Financial, LLC | 1.63% | Add +212.5% | 419,387 | $10.9M |
| ABLE Financial Group, LLC | 3.21% | New | 419,376 | $10.9M |
| Precision Wealth Strategies, LLC | 7.96% | Add +25.4% | 397,049 | $10.3M |
| GeoWealth Management, LLC | 0.33% | Add +118.2% | 384,215 | $10.0M |
| John W. Brooker & Co., CPAs | 4.05% | Add +9.6% | 362,415 | $9.4M |
| Integrated Wealth Concepts LLC | 0.11% | Add +0.9% | 361,328 | $9.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +11.3% | 355,619 | $9.2M |
| Blue Investment Partners LLC | 3.38% | Add +10.3% | 355,088 | $9.2M |
| Econ Financial Services Corp | 5.24% | Add +746.5% | 352,093 | $9.1M |
| First Heartland Consultants, Inc. | 0.83% | Add +105.7% | 313,986 | $8.1M |
| Great Valley Advisor Group, Inc. | 0.18% | Add +18.9% | 307,456 | $8.0M |
| Halbert Hargrove Global Advisors, LLC | 0.42% | Add +2.8% | 289,167 | $7.5M |
| Quadcap Wealth Management, LLC | 1.07% | Add +55.2% | 280,827 | $7.3M |
| Clarity Asset Management, Inc. | 4.53% | New | 268,384 | $7.0M |
| Elevated Capital Advisors, LLC | 1.89% | Add +2.6% | 267,171 | $6.9M |
| Waterway Wealth Management, LLC | 3.03% | Add +11.1% | 265,916 | $6.9M |
| Beacon Financial Advisory LLC | 2.19% | Add +38.6% | 259,166 | $6.7M |
| Renaissance Technologies | 0.01% | Add +225.9% | 254,891 | $6.6M |
| Cwm, LLC | 0.03% | Add +4.0% | 248,504 | $6.4M |
| Delta Investment Management, LLC | 1.25% | Add +58.4% | 247,896 | $6.4M |
| Essex Financial Services, Inc. | 0.42% | Add +41.2% | 229,048 | $5.9M |
| Strata Wealth Advisors, LLC | 1.84% | Add +3.0% | 226,768 | $5.9M |
| PAX Financial Group, LLC | 1.05% | Add +25.4% | 225,567 | $5.8M |
| Lokken Investment Group LLC | 2.52% | Add +19.6% | 225,404 | $5.8M |
| Equitable Holdings, Inc. | 0.05% | New | 222,198 | $5.8M |
| MAI Capital Management | 0.04% | New | 217,994 | $5.7M |
| Daymark Wealth Partners, LLC | 0.24% | Add +41.8% | 217,698 | $5.6M |
| Symphony Financial Services, Inc. | 4.50% | Reduce -0.8% | 215,855 | $5.6M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +287.2% | 213,064 | $5.5M |
| Private Advisor Group, LLC | 0.03% | Add +326.6% | 207,798 | $5.4M |
| Mutual Advisors, LLC | 0.16% | Add +11.9% | 206,700 | $5.4M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | New | 204,397 | $5.3M |
| Hutchens & Kramer Investment Management Group, LLC | 2.86% | Add +60.9% | 203,319 | $5.3M |
| Sentinel Pension Advisors, LLC | 0.96% | Add +16.0% | 198,952 | $5.2M |
| Eq Wealth Advisors, LLC | 4.93% | — | 197,818 | $5.1M |
| Beta Wealth Group, Inc. | 2.11% | Add +7.6% | 184,432 | $4.8M |
| Hedeker Wealth, LLC | 1.16% | Reduce -0.1% | 179,863 | $4.7M |
"% of holder's portfolio" is PYLD's weight in each manager's 13F, not the share of PIMCO Multisector Bond Actv the manager owns.