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 |
| CarsonAllaria Wealth Management, Ltd. | 2.59% | Add +7.3% | 174,274 | $4.5M |
| Bleakley Financial Group, LLC | 0.13% | Add +0.3% | 160,692 | $4.2M |
| Parallel Advisors, LLC | 0.09% | Add +66.1% | 158,917 | $4.1M |
| Atria Investments, Inc | 0.05% | Add +7.8% | 157,977 | $4.1M |
| Victory Financial Group, LLC | 0.99% | — | 144,723 | $3.8M |
| Fiduciary Alliance LLC | 0.38% | Add +3.4% | 143,175 | $3.7M |
| Blue Oak Capital, LLC | 2.21% | — | 139,788 | $3.6M |
| TrinityPoint Wealth, LLC | 0.50% | Add +37.7% | 136,566 | $3.5M |
| SOL Capital Management CO | 0.38% | New | 133,125 | $3.5M |
| CLG LLC | 1.23% | — | 132,358 | $3.4M |
| Eclectic Associates Inc. | 0.99% | Add +111.5% | 128,542 | $3.3M |
| Legacy Capital Group California, Inc. | 1.01% | Add +1.2% | 128,259 | $3.3M |
| Lake Street Private Wealth, LLC | 0.53% | Add +29.6% | 127,900 | $3.3M |
| Harbour Investments, Inc. | 0.09% | Add +20.1% | 119,726 | $3.1M |
| Visionary Wealth Advisors | 0.18% | Add +34.8% | 117,362 | $3.0M |
| Oregon Pacific Wealth Management, LLC | 2.96% | — | 116,392 | $3.0M |
| ORBA Wealth Advisors, L.L.C. | 1.56% | Add +0.6% | 114,866 | $3.0M |
| Walkner Condon Financial Advisors LLC | 0.60% | Add +6.1% | 114,525 | $3.0M |
| Prasad Wealth Partners, LLC | 0.95% | — | 113,348 | $2.9M |
| Lhm, Inc. | 0.93% | Add +200.0% | 112,501 | $2.9M |
| Advocacy Wealth Management, LLC | 0.22% | Add +13.4% | 111,317 | $2.9M |
| Stonebridge Financial Group, LLC | 0.31% | — | 107,520 | $2.8M |
| Smith, Moore & Co. | 0.25% | New | 107,256 | $2.8M |
| AssuredPartners Investment Advisors, LLC | 0.53% | — | 104,645 | $2.7M |
| Cibc World Market Inc. | 0.01% | Add +11.1% | 103,653 | $2.7M |
| Vickerman Investment Advisors, Inc. | 0.72% | New | 102,022 | $2.6M |
| Clearstead Advisors, LLC | 0.04% | New | 96,151 | $2.5M |
| Menard Financial Group LLC | 1.48% | Reduce -0.5% | 95,402 | $2.5M |
| Mission Wealth Management, LP | 0.06% | Add +79.5% | 94,775 | $2.5M |
| Cary Street Partners Financial LLC | 0.08% | — | 94,141 | $2.4M |
| Arbor Trust Wealth Advisors, LLC | 1.11% | New | 91,072 | $2.4M |
| Mariner, LLC | 0.00% | Add +9.4% | 90,092 | $2.3M |
| Stifel Financial Corp. | 0.00% | Add +19.9% | 87,797 | $2.3M |
| Breakwater Capital Group | 0.43% | Add +31.3% | 82,659 | $2.1M |
| Astoria Portfolio Advisors LLC. | 0.76% | New | 82,422 | $2.1M |
| Centerpoint Advisory Group | 1.98% | — | 79,166 | $2.1M |
| DAVENPORT & Co LLC | 0.01% | Add +417.6% | 78,800 | $2.0M |
| EverSource Wealth Advisors, LLC | 0.11% | Add +20.8% | 78,482 | $2.0M |
| Ameritas Advisory Services, LLC | 0.07% | Add +4.0% | 78,400 | $2.0M |
| Roger Wittlin Investment Advisory, LLC | 1.09% | Reduce -19.1% | 75,429 | $2.0M |
| Wealthspire Retirement, LLC | 0.15% | Add +23.5% | 73,051 | $1.9M |
| Gallacher Capital Management LLC | 0.94% | Add +20.2% | 72,935 | $1.9M |
| Riverchase Wealth Management, LLC | 1.37% | — | 70,788 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +287.4% | 70,350 | $1.8M |
| Flynn Zito Capital Management, LLC | 0.85% | New | 70,233 | $1.8M |
| Cherrydale Wealth Management, LLC | 0.70% | Add +563.1% | 69,804 | $1.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +220.5% | 69,732 | $1.8M |
| Altfest L J & Co. Inc. | 0.23% | Add +27.1% | 68,780 | $1.8M |
| Williams & Novak, LLC | 1.68% | Reduce -41.7% | 67,311 | $1.7M |
| Rainey & Randall Wealth Advisors Inc. | 0.32% | New | 62,336 | $1.6M |
| Investment Partners Asset Management, Inc. | 1.27% | New | 62,451 | $1.6M |
| PKS Advisory Services, LLC | 0.40% | — | 62,254 | $1.6M |
| Banque Pictet & Cie SA | 0.02% | Add +17.2% | 60,930 | $1.6M |
| Richard P Slaughter Associates Inc | 0.35% | Add +8.8% | 60,134 | $1.6M |
| Foundry Financial Group, Inc. | 0.95% | Add +14.4% | 59,161 | $1.5M |
| Noble Wealth Management PBC | 1.05% | — | 58,576 | $1.5M |
| J. W. Coons Advisors, LLC | 0.39% | Add +194.8% | 58,380 | $1.5M |
| Hilltop Holdings Inc. | 0.09% | Add +1.6% | 56,817 | $1.5M |
| Sprinkle Financial Consultants LLC | 0.99% | Add +10.7% | 56,008 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +6.2% | 54,915 | $1.4M |
| Grey Ledge Advisors, LLC | 0.36% | New | 53,783 | $1.4M |
| IFP Advisors, Inc | 0.05% | New | 53,118 | $1.4M |
| Security Financial Services, INC. | 0.28% | Add +85.2% | 53,064 | $1.4M |
| Western Wealth Management, LLC | 0.07% | New | 52,509 | $1.4M |
| Freedom Investment Management, Inc. | 0.11% | Reduce -1.6% | 52,054 | $1.3M |
| USAdvisors Wealth Management, LLC | 0.44% | Add +22.0% | 51,916 | $1.3M |
| Sharpepoint LLC | 1.20% | — | 51,226 | $1.3M |
| Great Point Wealth Advisors, LLC | 0.29% | Reduce -1.9% | 50,477 | $1.3M |
| Capital Analysts, LLC | 0.05% | Add +78.3% | 49,934 | $1.3M |
| Synovus Financial Corp. | 0.02% | Reduce -46.1% | 49,531 | $1.3M |
| Taylor & Morgan Wealth Management, LLC | 0.87% | New | 47,913 | $1.2M |
| Savvy Advisors, Inc. | 0.15% | New | 46,543 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Add +2.8% | 45,845 | $1.2M |
| RMR Wealth Builders | 0.12% | Add +39.8% | 44,453 | $1.2M |
| Evoke Wealth, LLC | 0.03% | Add +57.9% | 42,634 | $1.1M |
| Manchester Capital Management LLC | 0.13% | Add +16.4% | 42,597 | $1.1M |
| Milestone Asset Management, LLC | 0.24% | Reduce -1.8% | 42,490 | $1.1M |
| Lionsbridge Wealth Management LLC | 0.91% | Reduce -1.6% | 41,776 | $1.1M |
| OneAscent Financial Services LLC | 0.09% | New | 40,499 | $1.1M |
| Bluesphere Advisors LLC | 0.51% | New | 40,331 | $1.0M |
| CGC Financial Services, LLC | 0.41% | New | 39,948 | $1.0M |
| WestHill Financial Advisors, Inc. | 0.23% | Add +1.6% | 39,137 | $1.0M |
| New Century Financial Group, LLC | 0.43% | Add +20.9% | 38,969 | $1.0M |
| LifeGoal Investments, LLC | 1.08% | — | 38,567 | $1000K |
| Sheridan Capital Management, LLC | 0.67% | New | 36,752 | $953K |
| Nautilus Advisors LLC | 0.76% | — | 36,689 | $951K |
| D.A. Davidson & Co. | 0.01% | New | 36,600 | $949K |
| RMR Capital Management, LLC | 0.71% | Add +55.8% | 36,566 | $948K |
| GSG Advisors LLC | 0.29% | Add +72.8% | 35,955 | $932K |
| Larson Financial Group LLC | 0.05% | Add +114.9% | 35,767 | $927K |
| MML Investors Services, LLC | 0.00% | Add +13.6% | 35,764 | $927K |
| Beacon Financial Planning, Inc. | 0.53% | Add +120.3% | 35,005 | $907K |
| Prosperity Wealth Management, Inc. | 0.37% | Reduce -18.9% | 34,255 | $888K |
| Thoroughbred Financial Services, LLC | 0.05% | Reduce -5.5% | 34,151 | $885K |
| WNY Asset Management, LLC | 0.11% | Add +1.6% | 34,056 | $883K |
| Element Wealth, LLC | 0.46% | Add +4263.4% | 33,598 | $871K |
| Fortis Group Advisors, LLC | 0.16% | New | 32,993 | $855K |
| Elequin Capital, LP | 0.13% | New | 32,946 | $854K |
| Stuart Investment Advisors, Inc. | 0.45% | New | 32,716 | $848K |
| Sabal Trust CO | 0.05% | New | 32,106 | $832K |
| AQR Capital Management | 0.00% | Add +36.9% | 31,938 | $828K |
| Kingsview Wealth Management, LLC | 0.02% | Add +5.5% | 31,264 | $810K |
| Pinnacle Financial Group, LLC / IL | 0.32% | Add +88.7% | 31,229 | $809K |
| Financial Connections Group, Inc. | 0.39% | Add +8.0% | 31,038 | $804K |
| Alexander Labrunerie & Co., Inc. | 0.35% | Add +18.9% | 30,400 | $788K |
| Moloney Securities Asset Management, LLC | 0.11% | New | 30,063 | $779K |
| Parsons Capital Management Inc. | 0.04% | Reduce -5.3% | 29,892 | $775K |
| Prospera Financial Services Inc | 0.02% | Add +70.0% | 28,042 | $727K |
| IHT Wealth Management, LLC | 0.02% | Add +2.3% | 27,952 | $725K |
| Ameriflex Group, Inc. | 0.33% | — | 27,605 | $722K |
| Crown Wealth Group, LLC | 0.29% | Reduce -62.5% | 27,660 | $717K |
| Cozad Asset Management Inc. | 0.07% | Add +71.7% | 27,430 | $711K |
| RFG Advisory, LLC | 0.02% | Add +15.6% | 26,712 | $692K |
| MSH Capital Advisors LLC | 0.21% | Add +6.2% | 25,846 | $670K |
| Ruggaard & Associates LLC | 0.29% | Add +71.1% | 25,761 | $668K |
| Legacy Capital Wealth Partners, LLC | 0.16% | Reduce -2.3% | 25,471 | $660K |
| Tranquilli Financial Advisor LLC | 0.42% | New | 25,394 | $658K |
| Schmidt P J Investment Management Inc. | 0.11% | Add +10.6% | 25,178 | $653K |
| Hickory Asset Management, Inc. | 0.55% | — | 25,035 | $649K |
| Stage Harbor Financial, LLC | 0.55% | Add +1.4% | 24,521 | $636K |
| Beckerman Institutional, LLC | 0.50% | Add +32.8% | 23,994 | $622K |
| Private Capital Management LLC | 0.12% | Add +228.4% | 23,358 | $605K |
| Intelligence Driven Advisers, LLC | 0.11% | Reduce -13.4% | 23,146 | $600K |
| PFG Advisors | 0.04% | New | 23,013 | $596K |
| Mosaic Financial Group, LLC | 0.42% | New | 22,764 | $590K |
| Kestra Advisory Services, LLC | 0.00% | Add +13.3% | 22,682 | $588K |
| Rollins Financial Advisors, LLC | 0.09% | Add +24.2% | 21,860 | $567K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -11.6% | 21,597 | $560K |
| PFS Partners, LLC | 0.30% | New | 21,491 | $557K |
| GPS Wealth Strategies Group, LLC | 0.07% | Add +115.3% | 20,724 | $537K |
| Lloyd Advisory Services, LLC. | 0.25% | Reduce -2.7% | 20,237 | $525K |
| Walter & Keenan Wealth Management LLC /in/ | 0.16% | Add +74.5% | 19,809 | $513K |
| Mayfair Advisory Group, LLC | 0.30% | New | 19,726 | $511K |
| Northwest Capital Management Inc | 0.21% | No change | 19,075 | $494K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -41.4% | 18,525 | $480K |
| LexAurum Advisors, LLC | 0.09% | New | 17,729 | $460K |
| &partners | 0.01% | Add +89.8% | 17,419 | $452K |
| Arbor Capital Management Inc. | 0.44% | Add +37.0% | 17,151 | $449K |
| BlackRock, Inc. | 0.00% | New | 16,971 | $440K |
| Advisory Services Network, LLC | 0.01% | Add +3.1% | 16,809 | $436K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -31.2% | 16,793 | $435K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 16,738 | $434K |
| Financial Advocates Investment Management | 0.02% | Add +9.3% | 16,698 | $433K |
| Flow Traders U.S. LLC | 0.02% | Reduce -55.2% | 16,064 | $416K |
| World Equity Group, Inc. | 0.09% | New | 15,978 | $414K |
| Investment Advisory Group, LLC | 0.13% | New | 15,298 | $397K |
| Golden State Wealth Management, LLC | 0.06% | — | 15,077 | $391K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -47.2% | 15,065 | $390K |
| Tectonic Advisors LLC | 0.03% | Add +41.0% | 14,889 | $386K |
| Pasadena Private Wealth, LLC | 0.08% | Add +17.2% | 14,345 | $372K |
| Axxcess Wealth Management, LLC | 0.01% | Add +0.2% | 14,240 | $369K |
| Pinnacle Wealth Management, LLC | 0.41% | Add +5.6% | 14,088 | $365K |
| Concord Wealth Partners | 0.06% | Add +10.5% | 13,546 | $351K |
| Private Trust Co. NA | 0.04% | Add +14.8% | 13,366 | $346K |
| Sanctuary Advisors, LLC | 0.00% | Add +57.1% | 12,728 | $333K |
| Fourpath Capital Management, LLC | 0.06% | No change | 12,754 | $331K |
| Geneos Wealth Management Inc. | 0.01% | New | 12,661 | $328K |
| Riggs Capital Management LLC | 0.32% | — | 12,534 | $325K |
| Arrowroot Family Office, LLC | 0.17% | Add +0.3% | 12,303 | $319K |
| Bank of Montreal | 0.00% | Add +0.7% | 12,223 | $317K |
| Lodestone Wealth Management LLC | 0.16% | Add +20.6% | 12,100 | $314K |
| Benedict Financial Advisors Inc. | 0.08% | New | 11,945 | $310K |
| Howard Bailey Securities, LLC | 0.11% | Reduce -3.2% | 11,934 | $309K |
| Resurgent Financial Advisors LLC | 0.18% | New | 11,788 | $306K |
| Summit Investment Advisory Services, LLC | 0.16% | Add +54.9% | 11,706 | $303K |
| Fairvoy Private Wealth, LLC | 0.08% | — | 11,697 | $303K |
| Apella Capital, LLC | 0.01% | Reduce -56.5% | 11,632 | $302K |
| SteelPeak Wealth, LLC | 0.01% | New | 11,570 | $301K |
| Comerica Bank | 0.00% | Add +83.9% | 11,458 | $297K |
| Avaii Wealth Management, LLC | 0.14% | New | 11,308 | $293K |
| Founders Financial Securities LLC | 0.03% | New | 10,880 | $282K |
| Csenge Advisory Group | 0.02% | Add +8.4% | 10,803 | $280K |
| Palo Alto Wealth Advisors, LLC | 0.09% | Add +3.8% | 10,350 | $270K |
| Swisher Financial Concepts, Inc. | 0.32% | Reduce -52.9% | 10,346 | $268K |
| MPWM Advisory Solutions, LLC | 0.18% | — | 9,697 | $251K |
| Medallion Wealth Advisors, LLC | 0.12% | — | 9,450 | $245K |
| Raleigh Capital Management Inc. | 0.09% | Add +0.7% | 9,308 | $241K |
| CRA Financial Services, LLC | 0.04% | New | 9,170 | $238K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +600.9% | 9,112 | $236K |
| Oak Wealth Advisors LLC | 0.18% | — | 9,075 | $235K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -37.4% | 8,690 | $225K |
| NorthCoast Asset Management LLC | 0.00% | New | 8,600 | $223K |
| Trademark Financial Management, LLC | 0.17% | New | 8,401 | $218K |
| SignalPoint Asset Management, LLC | 0.05% | No change | 8,000 | $207K |
| NavPoint Financial, Inc. | 0.16% | New | 7,804 | $202K |
| Cape Investment Advisory, Inc. | 0.08% | Add +18.2% | 7,740 | $201K |
| Kozak & Associates, Inc. | 0.04% | New | 7,345 | $190K |
| Future Financial Wealth Managment LLC | 0.13% | Add +5.7% | 6,631 | $172K |
| Global Retirement Partners, LLC | 0.00% | Add +58.6% | 5,466 | $142K |
| TD Capital Management LLC | 0.01% | New | 5,212 | $135K |
| Aptus Capital Advisors, LLC | 0.00% | New | 4,380 | $114K |
| Venturi Wealth Management, LLC | 0.01% | New | 4,400 | $114K |
| National Bank of Canada | 0.00% | Add +2420.9% | 3,983 | $103K |
| Parkside Financial Bank & Trust | 0.01% | No change | 3,901 | $101K |
| New Wave Wealth Advisors LLC | 0.04% | New | 3,680 | $95K |
| Redwood Park Advisors LLC | 0.08% | — | 3,502 | $91K |
| PNC Financial Services Group, Inc. | 0.00% | New | 2,921 | $76K |
| US Bancorp \de | 0.00% | New | 2,593 | $67K |
| Eastern Bank | 0.00% | New | 2,511 | $65K |
| Global Trust Asset Management, LLC | 0.02% | New | 2,432 | $63K |
| Kestra Investment Management, LLC | 0.00% | New | 2,041 | $53K |
| First Horizon Advisors, Inc. | 0.00% | Add +22.4% | 1,351 | $35K |
| Quest 10 Wealth Builders, Inc. | 0.03% | — | 1,286 | $33K |
| Mather Group, Llc. | 0.00% | Reduce -33.0% | 1,177 | $31K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -45.2% | 954 | $25K |
| Allianz Asset Management GmbH | 0.00% | Add +5.5% | 654 | $17K |
| Continuum Advisory, LLC | 0.00% | Add +38.9% | 593 | $15K |
| FPC Investment Advisory, Inc. | 0.01% | New | 347 | $9K |
| WR Wealth Planners, LLC | 0.00% | New | 302 | $8K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 300 | $8K |
| Sunbelt Securities, Inc. | 0.00% | New | 115 | $3K |
| FMR LLC | 0.00% | No change | 1 | $26 |
"% of holder's portfolio" is PYLD's weight in each manager's 13F, not the share of PIMCO Multisector Bond Actv the manager owns.