PIMCO Multisector Bond ActvPYLDETF
13F holders, Q1 2025 (March 31)381holders +69
90new positions
18sold out
3famous investors
$26.34avg. 13F price*
At the end of Q1 2025, 381 institutions reported holding PIMCO Multisector Bond Actv (PYLD) in their 13F filings, up 69 from Q4 2024. 90 opened new positions and 18 sold out. The largest holders were Bank of America Corp. ($239.5M), LPL Financial LLC ($152.8M) and Morgan Stanley ($144.1M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- PIMCO Multisector Bond Actv
- Filed as
- PIMCO ETF TR (Q1 2025)
- CUSIP
- 72201R585
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $464.7M |
| Exits | 18 | $66.5M |
All 13F filers, Q4 2024 → Q1 2025: 58,805,528 shares bought and 7,850,169 shares sold, net +50,955,359 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 381 holders
| Bank of America Corp. | 0.02% | Add +186.2% | 9,088,602 | $239.5M |
| LPL Financial LLC | 0.06% | Add +41.2% | 5,799,134 | $152.8M |
| Morgan Stanley | 0.01% | Add +73.0% | 5,466,816 | $144.1M |
| Retirement Planning Group, LLC | 5.55% | Add +19.2% | 4,489,336 | $118.3M |
| HighTower Advisors, LLC | 0.15% | Add +56.4% | 4,056,400 | $106.9M |
| Sequoia Financial Advisors, LLC | 0.72% | Add +19.1% | 3,556,648 | $93.7M |
| NewEdge Advisors, LLC | 0.52% | Add +25.4% | 3,341,951 | $88.1M |
| AE Wealth Management LLC | 0.70% | Add +19.4% | 3,167,078 | $83.5M |
| GR Financial Group, LLC | 12.84% | New | 3,161,261 | $83.3M |
| Advocacy Wealth Management, LLC | 5.40% | Add +2605.1% | 3,011,220 | $79.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +18.9% | 2,500,128 | $65.9M |
| Krilogy Financial LLC | 4.14% | Add +13.0% | 2,425,065 | $63.9M |
| TruWealth Advisors, LLC | 3.78% | Add +31.4% | 2,376,538 | $62.6M |
| Advance Capital Management, Inc. | 2.39% | New | 1,892,825 | $49.9M |
| Fragasso Financial Advisors Inc | 3.62% | New | 1,848,865 | $48.7M |
| Commonwealth Equity Services, LLC | 0.07% | Add +91.3% | 1,776,686 | $46.8M |
| Apollon Wealth Management, LLC | 1.01% | New | 1,748,474 | $46.1M |
| Falcon Wealth Planning | 5.11% | Add +8.7% | 1,743,307 | $45.9M |
| Family Investment Center, Inc. | 10.54% | Add +19.9% | 1,637,240 | $43.1M |
| Raymond James Financial Inc. | 0.02% | Add +231.9% | 1,583,080 | $41.7M |
| Aveo Capital Partners, LLC | 6.25% | Add +79.9% | 1,445,972 | $37.6M |
| Captrust Financial Advisors | 0.09% | Add +75.9% | 1,424,484 | $37.5M |
| Beta Wealth Group, Inc. | 13.45% | Add +670.3% | 1,420,705 | $37.4M |
| Stratos Investment Management, LLC | 1.95% | New | 1,385,347 | $36.5M |
| UBS Group AG | 0.01% | Add +58.3% | 1,336,494 | $35.2M |
| Wells Fargo & Company | 0.01% | Add +37.3% | 1,310,079 | $34.5M |
| HUB Investment Partners, LLC | 1.29% | Add +11.2% | 1,217,800 | $32.1M |
| Ellenbecker Investment Group | 5.77% | Add +96.7% | 1,216,910 | $32.1M |
| Bank of New York Mellon Corp | 0.01% | Add +103.0% | 1,136,803 | $30.0M |
| Crestmont Private Wealth LLC | 12.32% | Add +153.5% | 1,079,709 | $28.5M |
| Novem Group | 3.89% | Add +66.8% | 1,046,873 | $27.6M |
| GeoWealth Management, LLC | 1.10% | Add +169.5% | 1,035,418 | $27.3M |
| Wealth Alliance Advisory Group, LLC | 5.62% | Add +39.7% | 1,028,183 | $27.1M |
| Berger Financial Group, Inc | 1.83% | Add +7.2% | 998,502 | $26.3M |
| Correct Capital Wealth Management | 4.90% | Add +3.9% | 937,070 | $24.7M |
| Horizon Investments, LLC | 0.73% | Add +98.3% | 933,723 | $24.4M |
| Osaic Holdings, Inc. | 0.05% | Add +62.1% | 921,514 | $24.3M |
| Vickerman Investment Advisors, Inc. | 5.36% | Add +779.5% | 897,278 | $23.6M |
| WCG Wealth Advisors LLC | 1.79% | Reduce -9.7% | 893,481 | $23.5M |
| Cardinal Point Capital Management ULC | 2.12% | Add +2.4% | 873,330 | $23.0M |
| RFG Holdings, Inc. | 7.32% | Add +23.4% | 854,172 | $22.5M |
| Renaissance Technologies | 0.03% | Add +225.7% | 830,096 | $21.9M |
| Ritter Daniher Financial Advisory LLC / DE | 5.86% | Add +91.5% | 814,977 | $21.5M |
| OneDigital Investment Advisors LLC | 0.25% | Add +36.6% | 803,154 | $21.2M |
| EnRich Financial Partners LLC | 7.09% | Add +9.7% | 800,663 | $21.1M |
| Sanchez Wealth Management Group | 5.69% | Add +6.6% | 794,657 | $20.9M |
| Gemmer Asset Management LLC | 2.01% | Add +9.3% | 763,201 | $20.1M |
| Royal Bank of Canada | 0.00% | Reduce -19.9% | 742,825 | $19.6M |
| Ocean Park Asset Management, LLC | 0.68% | New | 722,305 | $19.0M |
| Trajan Wealth LLC | 1.04% | Add +15.2% | 721,097 | $19.0M |
| MinichMacGregor Wealth Management, LLC | 4.24% | Add +28.3% | 717,932 | $18.9M |
| First Heartland Consultants, Inc. | 1.82% | Add +112.8% | 668,147 | $17.6M |
| Astor Investment Management LLC | 8.68% | Add +41.8% | 619,127 | $16.3M |
| Creative Capital Management Investments LLC | 6.30% | New | 619,031 | $16.3M |
| Continuum Advisory, LLC | 2.08% | Add +103406.1% | 613,791 | $16.2M |
| Pinnacle Wealth Management, LLC | 17.95% | Add +4192.3% | 604,704 | $15.9M |
| Financial Futures Ltd Liability Co. | 9.00% | Add +4.5% | 602,193 | $15.9M |
| Mason & Associates, LLC | 4.50% | New | 592,347 | $15.6M |
| Atria Wealth Solutions, Inc. | 0.19% | Add +177.1% | 590,302 | $15.6M |
| Blue Investment Partners LLC | 5.85% | Add +66.2% | 590,091 | $15.5M |
| Dahring | Cusmano LLC | 13.32% | Add +32.7% | 586,817 | $15.5M |
| Fortress Wealth Management, Inc. | 7.92% | Reduce -0.4% | 579,011 | $15.3M |
| Waterway Wealth Management, LLC | 6.33% | Add +116.6% | 576,080 | $15.2M |
| Legacy Financial Advisors, Inc. | 2.43% | Add +14.2% | 552,163 | $14.5M |
| Symphony Financial Services, Inc. | 9.46% | Add +154.6% | 549,520 | $14.5M |
| Schwallier Wealth Management LLC | 10.55% | New | 542,418 | $14.3M |
| CreativeOne Wealth, LLC | 0.42% | Add +4.0% | 536,343 | $14.1M |
| Allen Capital Group, LLC | 1.58% | Add +10.9% | 522,321 | $13.8M |
| Stifel Financial Corp. | 0.01% | Add +493.4% | 520,940 | $13.7M |
| Kelman-Lazarov, Inc. | 2.47% | Reduce -38.5% | 515,485 | $13.6M |
| Castle Wealth Management LLC | 5.27% | Add +5.3% | 510,724 | $13.5M |
| Sanctuary Advisors, LLC | 0.09% | Add +3909.1% | 510,272 | $13.4M |
| Intrua Financial, LLC | 2.08% | Add +13.4% | 504,969 | $13.3M |
| Tidal Investments LLC | 0.11% | New | 486,843 | $12.8M |
| Bare Financial Services, Inc | 4.70% | Add +6.4% | 464,262 | $12.2M |
| Visionary Wealth Advisors | 0.71% | Add +284.2% | 450,899 | $11.9M |
| ABLE Financial Group, LLC | 3.31% | Add +6.8% | 447,797 | $11.8M |
| Orion Porfolio Solutions, LLC | 0.12% | Reduce -7.9% | 445,555 | $11.7M |
| Orion Portfolio Solutions, LLC | 0.12% | Reduce -7.9% | 445,555 | $11.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -5.2% | 423,859 | $11.2M |
| ERn Financial, LLC | 1.76% | Add +1.0% | 423,431 | $11.2M |
| Cwm, LLC | 0.04% | Add +70.0% | 422,475 | $11.1M |
| Pictet North America Advisors SA | 1.10% | Reduce -51.3% | 417,840 | $11.0M |
| Victory Financial Group, LLC | 2.09% | Add +188.3% | 417,236 | $10.9M |
| John W. Brooker & Co., CPAs | 4.29% | Add +8.5% | 393,312 | $10.4M |
| Precision Wealth Strategies, LLC | 7.92% | Reduce -0.9% | 393,312 | $10.4M |
| Essex Financial Services, Inc. | 0.72% | Add +66.6% | 381,578 | $10.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +6.9% | 380,302 | $10.0M |
| Econ Financial Services Corp | 5.06% | Add +2.4% | 360,541 | $9.5M |
| Riverchase Wealth Management, LLC | 6.56% | Add +402.6% | 355,792 | $9.4M |
| Aprio Wealth Management, LLC | 1.16% | New | 352,382 | $9.3M |
| Delta Investment Management, LLC | 1.85% | Add +40.7% | 348,681 | $9.2M |
| Base Wealth Management LLC | 6.73% | — | 335,313 | $8.8M |
| Tounjian Advisory Partners, LLC | 1.61% | — | 325,842 | $8.6M |
| Flynn Zito Capital Management, LLC | 3.88% | Add +356.4% | 320,509 | $8.4M |
| Kensington Asset Management, LLC | 0.89% | Reduce -28.4% | 319,651 | $8.4M |
| Security Financial Services, INC. | 1.63% | Add +485.8% | 310,846 | $8.2M |
| Clarity Asset Management, Inc. | 5.24% | Add +15.0% | 308,637 | $8.1M |
| Great Valley Advisor Group, Inc. | 0.17% | Reduce -0.4% | 306,110 | $8.1M |
| Beacon Financial Advisory LLC | 2.41% | Add +16.7% | 302,382 | $8.0M |
"% of holder's portfolio" is PYLD's weight in each manager's 13F, not the share of PIMCO Multisector Bond Actv the manager owns.