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 |
| Mutual Advisors, LLC | 0.23% | Add +47.1% | 304,143 | $7.9M |
| Integrated Wealth Concepts LLC | 0.09% | Reduce -17.4% | 298,544 | $7.9M |
| Halbert Hargrove Global Advisors, LLC | 0.45% | Add +3.0% | 297,990 | $7.9M |
| PAX Financial Group, LLC | 1.31% | Add +24.7% | 281,361 | $7.4M |
| Citadel Advisors | 0.01% | New | 276,234 | $7.3M |
| First American Trust, FSB | 0.67% | New | 275,047 | $7.2M |
| Lokken Investment Group LLC | 3.05% | Add +21.8% | 274,543 | $7.2M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +33.9% | 273,746 | $7.2M |
| MAI Capital Management | 0.05% | Add +23.8% | 269,933 | $7.1M |
| Guided Capital Wealth Management, LLC | 5.93% | New | 269,268 | $7.1M |
| Eq Wealth Advisors, LLC | 5.44% | Add +31.1% | 259,277 | $6.8M |
| LVW Advisors, LLC | 0.82% | New | 257,235 | $6.8M |
| Private Advisor Group, LLC | 0.04% | Add +22.4% | 254,289 | $6.7M |
| Hutchens & Kramer Investment Management Group, LLC | 3.67% | Add +24.3% | 252,757 | $6.7M |
| Brookstone Capital Management | 0.10% | New | 252,344 | $6.6M |
| Quadcap Wealth Management, LLC | 0.95% | Reduce -11.8% | 247,719 | $6.5M |
| Janney Montgomery Scott LLC | 0.02% | Add +249.4% | 243,615 | $6.4M |
| Family Manage LLC | 1.05% | New | 241,647 | $6.4M |
| Eclectic Associates Inc. | 1.69% | Add +85.9% | 238,976 | $6.3M |
| Atria Investments, Inc | 0.08% | Add +49.6% | 236,264 | $6.2M |
| Bleakley Financial Group, LLC | 0.20% | Add +45.9% | 234,516 | $6.2M |
| Sentinel Pension Advisors, LLC | 1.13% | Add +17.5% | 233,743 | $6.2M |
| Daymark Wealth Partners, LLC | 0.26% | Add +7.0% | 233,008 | $6.1M |
| Clearstead Advisors, LLC | 0.09% | Add +128.2% | 219,450 | $5.8M |
| Gateway Wealth Partners, LLC | 1.29% | New | 217,330 | $5.7M |
| Blue Oak Capital, LLC | 3.15% | Add +54.8% | 216,422 | $5.7M |
| Mission Wealth Management, LP | 0.14% | Add +125.2% | 213,439 | $5.6M |
| DAVENPORT & Co LLC | 0.03% | Add +169.6% | 212,452 | $5.6M |
| Richard W. Paul & Associates, LLC | 2.16% | New | 208,780 | $5.5M |
| Elevated Capital Advisors, LLC | 1.53% | Reduce -22.4% | 207,212 | $5.5M |
| Sabal Trust CO | 0.30% | Add +540.7% | 205,706 | $5.4M |
| Bridgewealth Advisory Group, LLC | 7.01% | Reduce -74.1% | 202,419 | $5.3M |
| Strata Wealth Advisors, LLC | 1.60% | Reduce -14.1% | 194,906 | $5.1M |
| Grey Ledge Advisors, LLC | 1.32% | Add +255.5% | 191,199 | $5.0M |
| CarsonAllaria Wealth Management, Ltd. | 2.86% | Add +7.6% | 187,591 | $4.9M |
| Cary Street Partners Financial LLC | 0.15% | Add +96.1% | 184,581 | $4.9M |
| Hedeker Wealth, LLC | 1.29% | Add +1.5% | 182,638 | $4.8M |
| Parallel Advisors, LLC | 0.11% | Add +14.6% | 182,182 | $4.8M |
| Ameritas Advisory Services, LLC | 0.19% | Add +126.4% | 177,468 | $4.7M |
| Legacy Capital Group California, Inc. | 1.63% | Add +38.3% | 177,349 | $4.7M |
| SOL Capital Management CO | 0.51% | Add +31.0% | 174,441 | $4.6M |
| Rainey & Randall Wealth Advisors Inc. | 0.89% | Add +176.2% | 172,170 | $4.5M |
| CLG LLC | 1.57% | Add +30.0% | 172,023 | $4.5M |
| Breakwater Capital Group | 0.80% | Add +105.4% | 169,793 | $4.5M |
| EverSource Wealth Advisors, LLC | 0.24% | Add +113.1% | 167,213 | $4.4M |
| Arbor Trust Wealth Advisors, LLC | 2.06% | Add +82.9% | 166,555 | $4.4M |
| VestGen Advisors, LLC | 0.19% | — | 159,867 | $4.2M |
| Fiduciary Alliance LLC | 0.40% | Add +8.7% | 155,621 | $4.1M |
| Lake Street Private Wealth, LLC | 0.66% | Add +20.1% | 153,650 | $4.0M |
| Evergreen Capital Management LLC | 0.13% | New | 152,411 | $4.0M |
| IHT Wealth Management, LLC | 0.12% | Add +441.0% | 151,216 | $4.0M |
| Mariner, LLC | 0.01% | Add +60.4% | 144,475 | $3.8M |
| Farther Finance Advisors, LLC | 0.10% | Add +568.7% | 144,425 | $3.8M |
| Oregon Pacific Wealth Management, LLC | 3.66% | Add +19.3% | 138,839 | $3.7M |
| Truist Financial Corp. | 0.01% | New | 137,787 | $3.6M |
| Stonebridge Financial Group, LLC | 0.38% | Add +26.1% | 135,599 | $3.6M |
| Tennessee Valley Asset Management Partners | 0.58% | New | 135,251 | $3.6M |
| Constant Guidance Financial LLC | 4.44% | New | 134,062 | $3.5M |
| ORBA Wealth Advisors, L.L.C. | 1.74% | Add +14.1% | 131,079 | $3.5M |
| Harbour Investments, Inc. | 0.10% | Add +9.3% | 130,821 | $3.4M |
| Prasad Wealth Partners, LLC | 1.10% | Add +13.3% | 128,423 | $3.4M |
| Parr McKnight Wealth Management Group, LLC | 0.48% | New | 127,741 | $3.4M |
| Cherrydale Wealth Management, LLC | 1.31% | Add +80.2% | 125,775 | $3.3M |
| PFG Advisors | 0.18% | Add +442.1% | 124,761 | $3.3M |
| PKS Advisory Services, LLC | 0.90% | Add +100.3% | 124,672 | $3.3M |
| Jones Financial Companies LLLP | 0.00% | Add +63.9% | 115,292 | $3.0M |
| Walkner Condon Financial Advisors LLC | 0.60% | Reduce -1.4% | 112,935 | $3.0M |
| Cibc World Market Inc. | 0.01% | Add +8.9% | 112,935 | $3.0M |
| Lhm, Inc. | 0.98% | No change | 112,501 | $3.0M |
| Smith, Moore & Co. | 0.27% | Add +4.0% | 111,599 | $2.9M |
| AssuredPartners Investment Advisors, LLC | 0.56% | Add +4.6% | 109,485 | $2.9M |
| Founders Financial Securities LLC | 0.23% | Add +863.7% | 104,852 | $2.7M |
| StoneCrest Wealth Management, Inc. | 1.74% | New | 103,638 | $2.7M |
| Johnson & White Wealth Management, LLC | 1.52% | New | 102,677 | $2.7M |
| Stratos Wealth Advisors, LLC | 0.15% | New | 101,323 | $2.7M |
| LifeGoal Investments, LLC | 2.87% | Add +161.7% | 100,939 | $2.7M |
| WNY Asset Management, LLC | 0.31% | Add +188.1% | 98,116 | $2.6M |
| Menard Financial Group LLC | 1.63% | Add +0.1% | 95,485 | $2.5M |
| Astoria Portfolio Advisors LLC. | 0.80% | Add +9.8% | 90,508 | $2.3M |
| Sharpepoint LLC | 2.05% | Add +74.1% | 89,174 | $2.3M |
| Freedom Investment Management, Inc. | 0.19% | Add +67.5% | 87,173 | $2.3M |
| D.A. Davidson & Co. | 0.02% | Add +132.4% | 85,077 | $2.2M |
| Larson Financial Group LLC | 0.11% | Add +134.6% | 83,923 | $2.2M |
| Sprinkle Financial Consultants LLC | 1.36% | Add +45.5% | 81,484 | $2.1M |
| Roger Wittlin Investment Advisory, LLC | 1.25% | Add +7.8% | 81,286 | $2.1M |
| Centerpoint Advisory Group | 2.09% | Add +1.9% | 80,713 | $2.1M |
| Investment Partners Asset Management, Inc. | 1.61% | Add +24.8% | 77,940 | $2.1M |
| Pinnacle Financial Group, LLC / IL | 0.74% | Add +148.9% | 77,740 | $2.0M |
| USAdvisors Wealth Management, LLC | 0.71% | Add +49.1% | 77,425 | $2.0M |
| Sheridan Capital Management, LLC | 1.46% | Add +106.8% | 76,004 | $2.0M |
| Vicus Capital | 0.19% | New | 75,800 | $2.0M |
| J. W. Coons Advisors, LLC | 0.50% | Add +23.8% | 72,270 | $1.9M |
| Talisman Wealth Advisors LLC | 1.93% | New | 71,189 | $1.9M |
| Wealthspire Retirement, LLC | 0.15% | Reduce -3.6% | 70,436 | $1.9M |
| OmniStar Financial Group, Inc. | 1.46% | New | 70,347 | $1.9M |
| Rollins Financial Advisors, LLC | 0.32% | Add +215.0% | 68,860 | $1.8M |
| Altfest L J & Co. Inc. | 0.22% | Reduce -4.9% | 65,401 | $1.7M |
| Milestone Asset Management, LLC | 0.35% | Add +46.4% | 62,215 | $1.6M |
| Banque Pictet & Cie SA | 0.02% | Add +1.7% | 61,965 | $1.6M |
| Hilltop Holdings Inc. | 0.10% | Add +6.8% | 60,683 | $1.6M |
| Foundry Financial Group, Inc. | 0.97% | Add +1.2% | 59,894 | $1.6M |
| Western Wealth Management, LLC | 0.10% | Add +11.9% | 58,772 | $1.5M |
| RFG Advisory, LLC | 0.04% | Add +116.6% | 57,849 | $1.5M |
| Gallacher Capital Management LLC | 0.74% | Reduce -20.7% | 57,845 | $1.5M |
| Noble Wealth Management PBC | 1.02% | Reduce -3.4% | 56,568 | $1.5M |
| Geneos Wealth Management Inc. | 0.05% | Add +342.3% | 56,000 | $1.5M |
| Apollon Financial, LLC | 0.35% | New | 55,703 | $1.5M |
| Williams & Novak, LLC | 1.40% | Reduce -19.1% | 54,454 | $1.4M |
| Confluence Wealth Services, Inc. | 0.09% | New | 55,222 | $1.4M |
| Hobbs Group Advisors, LLC | 0.54% | New | 53,476 | $1.4M |
| IFP Advisors, Inc | 0.04% | Add +0.5% | 53,372 | $1.4M |
| Mayfair Advisory Group, LLC | 0.79% | Add +163.3% | 51,947 | $1.4M |
| Riverbend Wealth Management, LLC | 1.22% | New | 51,580 | $1.4M |
| Taylor & Morgan Wealth Management, LLC | 1.02% | Add +7.5% | 51,520 | $1.4M |
| RMR Wealth Builders | 0.14% | Add +15.3% | 51,265 | $1.4M |
| Tranquilli Financial Advisor LLC | 0.85% | Add +101.2% | 51,100 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +5.7% | 48,475 | $1.3M |
| Hickory Asset Management, Inc. | 1.13% | Add +92.1% | 48,092 | $1.3M |
| Independent Financial Group, LLC | 0.04% | New | 47,551 | $1.3M |
| Synovus Financial Corp. | 0.02% | Reduce -4.2% | 47,474 | $1.3M |
| GSG Advisors LLC | 0.41% | Add +34.4% | 48,333 | $1.3M |
| Savvy Advisors, Inc. | 0.13% | Add +1.6% | 47,275 | $1.2M |
| Peterson Wealth Advisors, LLC | 0.24% | New | 47,689 | $1.2M |
| Element Wealth, LLC | 0.64% | Add +34.3% | 45,133 | $1.2M |
| Argent Trust Co | 0.05% | New | 44,549 | $1.2M |
| Integrity Wealth Solutions LLC | 0.63% | New | 44,020 | $1.2M |
| Choreo, LLC | 0.02% | New | 43,889 | $1.2M |
| Beacon Financial Planning, Inc. | 0.65% | Add +22.9% | 43,019 | $1.1M |
| Evoke Wealth, LLC | 0.03% | Add +0.0% | 42,638 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +18.7% | 42,442 | $1.1M |
| Nautilus Advisors LLC | 0.90% | Add +12.9% | 41,411 | $1.1M |
| Manchester Capital Management LLC | 0.13% | Reduce -2.9% | 41,347 | $1.1M |
| Ieq Capital, LLC | 0.01% | New | 40,764 | $1.1M |
| SouthState Bank Corp | 0.05% | New | 39,502 | $1.0M |
| WestHill Financial Advisors, Inc. | 0.23% | Reduce -1.0% | 38,748 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +130.6% | 38,604 | $1.0M |
| Bluesphere Advisors LLC | 0.58% | Reduce -4.7% | 38,432 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Add +68.9% | 38,316 | $1.0M |
| Thoroughbred Financial Services, LLC | 0.06% | Add +12.2% | 38,324 | $1.0M |
| Lionsbridge Wealth Management LLC | 0.88% | Reduce -10.4% | 37,441 | $987K |
| Legacy Capital Wealth Partners, LLC | 0.24% | Add +44.9% | 36,909 | $973K |
| Richard P Slaughter Associates Inc | 0.22% | Reduce -39.4% | 36,424 | $960K |
| Kingsview Wealth Management, LLC | 0.02% | Add +16.2% | 36,326 | $957K |
| CGC Financial Services, LLC | 0.38% | Reduce -9.1% | 36,310 | $957K |
| RMR Capital Management, LLC | 0.68% | Reduce -2.5% | 35,666 | $940K |
| Prosperity Wealth Management, Inc. | 0.44% | Add +3.4% | 35,431 | $934K |
| Wealthcare Advisory Partners LLC | 0.02% | New | 34,427 | $907K |
| JPMorgan Chase & Co. | 0.00% | Reduce -96.3% | 33,854 | $892K |
| Alexander Labrunerie & Co., Inc. | 0.38% | Add +9.2% | 33,203 | $875K |
| Alpha Cubed Investments, LLC | 0.04% | New | 32,992 | $869K |
| Fortis Group Advisors, LLC | 0.17% | Reduce -0.3% | 32,885 | $867K |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 32,492 | $856K |
| AQR Capital Management | 0.00% | No change | 31,938 | $842K |
| Ruggaard & Associates LLC | 0.37% | Add +23.3% | 31,751 | $837K |
| Moloney Securities Asset Management, LLC | 0.11% | Add +4.8% | 31,512 | $830K |
| Cozad Asset Management Inc. | 0.08% | Add +14.7% | 31,470 | $829K |
| OneAscent Financial Services LLC | 0.05% | Reduce -22.3% | 31,450 | $829K |
| JSF Financial, LLC | 0.22% | Reduce -97.1% | 31,229 | $823K |
| Titleist Asset Management, LLC | 0.10% | New | 31,049 | $818K |
| Parsons Capital Management Inc. | 0.04% | Add +2.2% | 30,546 | $805K |
| Mosaic Financial Group, LLC | 0.63% | Add +29.8% | 29,549 | $779K |
| Schmidt P J Investment Management Inc. | 0.14% | Add +11.7% | 28,132 | $741K |
| Prospera Financial Services Inc | 0.02% | No change | 28,042 | $739K |
| Capital Analysts, LLC | 0.03% | Reduce -44.7% | 27,626 | $728K |
| Beckerman Institutional, LLC | 0.53% | Add +14.9% | 27,564 | $726K |
| Inspirion Wealth Advisors, LLC | 0.10% | New | 27,438 | $723K |
| Concord Wealth Partners | 0.12% | Add +101.5% | 27,295 | $719K |
| Financial Connections Group, Inc. | 0.31% | Reduce -16.2% | 26,015 | $685K |
| Ameriflex Group, Inc. | 0.27% | Reduce -8.8% | 25,187 | $664K |
| Great Point Wealth Advisors, LLC | 0.14% | Reduce -50.1% | 25,181 | $664K |
| Intelligence Driven Advisers, LLC | 0.13% | Add +8.8% | 25,171 | $663K |
| Advisory Services Network, LLC | 0.01% | Add +44.9% | 24,362 | $642K |
| Crossmark Global Holdings, Inc. | 0.01% | New | 23,584 | $620K |
| Stage Harbor Financial, LLC | 0.53% | Reduce -4.0% | 23,532 | $620K |
| MSH Capital Advisors LLC | 0.19% | Reduce -9.8% | 23,317 | $614K |
| Lloyd Advisory Services, LLC. | 0.30% | Add +13.6% | 22,984 | $606K |
| Northwest Capital Management Inc | 0.24% | Add +16.4% | 22,211 | $585K |
| GPS Wealth Strategies Group, LLC | 0.08% | Add +5.5% | 21,854 | $576K |
| Medallion Wealth Advisors, LLC | 0.25% | Add +124.9% | 21,255 | $558K |
| Avaii Wealth Management, LLC | 0.29% | Add +82.5% | 20,636 | $544K |
| Walter & Keenan Wealth Management LLC /in/ | 0.16% | Add +4.1% | 20,618 | $543K |
| Roof Eidam Maycock Peralta, LLC | 0.14% | New | 20,500 | $540K |
| Axxcess Wealth Management, LLC | 0.01% | Add +43.3% | 20,409 | $538K |
| BlackRock, Inc. | 0.00% | Add +16.8% | 19,829 | $522K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 19,634 | $517K |
| SFG Wealth Management, LLC. | 0.25% | New | 19,575 | $516K |
| Arbor Capital Management Inc. | 0.49% | Add +12.4% | 19,278 | $506K |
| Fourpath Capital Management, LLC | 0.08% | Add +43.3% | 18,277 | $482K |
| Equitable Holdings, Inc. | 0.00% | Reduce -91.8% | 18,130 | $478K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -2.2% | 18,122 | $476K |
| Private Trust Co. NA | 0.05% | Add +34.0% | 17,911 | $472K |
| CRA Financial Services, LLC | 0.08% | Add +92.3% | 17,633 | $465K |
| Tectonic Advisors LLC | 0.03% | Add +18.4% | 17,626 | $464K |
| LexAurum Advisors, LLC | 0.09% | Reduce -0.8% | 17,589 | $463K |
| Investment Advisory Group, LLC | 0.15% | Add +12.8% | 17,260 | $455K |
| Golden State Wealth Management, LLC | 0.07% | Add +12.3% | 16,925 | $446K |
| Sovereign Financial Group, Inc. | 0.10% | New | 16,743 | $441K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +81.4% | 16,528 | $436K |
| FSC Wealth Advisors, LLC | 0.28% | New | 16,439 | $433K |
| Integrity Wealth Advisors, Inc. | 0.31% | New | 16,303 | $430K |
| Authentikos Wealth Advisory, LLC | 0.32% | New | 15,551 | $410K |
| Aptus Capital Advisors, LLC | 0.00% | Add +254.5% | 15,529 | $409K |
| Pasadena Private Wealth, LLC | 0.08% | Add +7.5% | 15,418 | $406K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.1% | 14,595 | $385K |
| Summit Investment Advisory Services, LLC | 0.19% | Add +22.6% | 14,350 | $378K |
| Glen Eagle Advisors, LLC | 0.06% | New | 14,220 | $375K |
| &partners | 0.00% | Reduce -18.4% | 14,212 | $374K |
| ACT Advisors, LLC. | 0.20% | New | 14,152 | $373K |
| Clarus Wealth Advisors | 0.20% | New | 14,392 | $372K |
| Financial Advocates Investment Management | 0.03% | Reduce -19.1% | 13,512 | $356K |
| Howard Bailey Securities, LLC | 0.12% | Add +12.8% | 13,459 | $355K |
| Raleigh Capital Management Inc. | 0.16% | Add +43.4% | 13,350 | $352K |
| Lodestone Wealth Management LLC | 0.18% | Add +8.9% | 13,177 | $347K |
| Bank of Montreal | 0.00% | Add +4.7% | 12,791 | $337K |
| NavPoint Financial, Inc. | 0.23% | Add +62.0% | 12,644 | $333K |
| SteelPeak Wealth, LLC | 0.01% | Add +6.7% | 12,349 | $325K |
| Oak Wealth Advisors LLC | 0.24% | Add +34.2% | 12,178 | $321K |
| Advisor Resource Council | 0.03% | New | 12,147 | $320K |
| Arete Wealth Advisors, LLC | 0.02% | New | 12,145 | $320K |
| Objective Capital Management, LLC | 0.40% | New | 12,000 | $316K |
| National Bank of Canada | 0.00% | Add +201.1% | 11,993 | $316K |
| Benedict Financial Advisors Inc. | 0.07% | No change | 11,945 | $315K |
| Apella Capital, LLC | 0.01% | Add +3.3% | 12,013 | $311K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -30.2% | 11,726 | $309K |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -98.8% | 11,527 | $304K |
| Palo Alto Wealth Advisors, LLC | 0.12% | Add +10.7% | 11,462 | $298K |
| Goldman Sachs Group Inc. | 0.00% | New | 11,261 | $297K |
| Diversified Portfolios, Inc. | 0.03% | New | 10,600 | $279K |
| Outlook Wealth Advisors, LLC | 0.08% | New | 10,504 | $277K |
| TD Capital Management LLC | 0.03% | Add +98.4% | 10,342 | $273K |
| Wisconsin Wealth Advisors, LLC | 0.39% | New | 10,310 | $272K |
| Resurgent Financial Advisors LLC | 0.16% | Reduce -15.6% | 9,951 | $262K |
| World Equity Group, Inc. | 0.07% | Reduce -38.2% | 9,869 | $260K |
| Thrive Wealth Management, LLC | 0.05% | New | 9,605 | $253K |
| Compound Planning, Inc. | 0.01% | New | 9,340 | $246K |
| Swisher Financial Concepts, Inc. | 0.20% | Reduce -11.4% | 9,162 | $241K |
| Cerro Pacific Wealth Advisors LLC | 0.08% | New | 9,277 | $240K |
| XTX Topco Ltd | 0.01% | New | 9,108 | $240K |
| Sigma Planning Corp | 0.01% | New | 8,947 | $236K |
| Sovran Advisors, LLC | 0.03% | New | 9,086 | $235K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 8,906 | $235K |
| Corient Private Wealth LP | 0.00% | New | 8,817 | $232K |
| KMG Fiduciary Partners, LLC | 0.02% | New | 8,770 | $231K |
| Barnes Wealth Management Group, Inc | 0.15% | New | 8,646 | $228K |
| NorthCoast Asset Management LLC | 0.00% | No change | 8,600 | $227K |
| Trek Financial, LLC | 0.02% | New | 8,414 | $222K |
| Csenge Advisory Group | 0.01% | Reduce -24.6% | 8,144 | $211K |
| Cape Investment Advisory, Inc. | 0.08% | Add +2.1% | 7,903 | $208K |
| D.B. Root & Company, LLC | 0.07% | New | 7,762 | $205K |
| Kozak & Associates, Inc. | 0.05% | Add +1.3% | 7,443 | $192K |
| Comerica Bank | 0.00% | Reduce -42.0% | 6,651 | $175K |
| Future Financial Wealth Managment LLC | 0.12% | Reduce -9.2% | 6,020 | $159K |
| Allworth Financial LP | 0.00% | New | 5,714 | $149K |
| Opal Wealth Advisors, LLC | 0.04% | New | 4,989 | $131K |
| Redwood Park Advisors LLC | 0.09% | Add +13.2% | 3,964 | $104K |
| Parkside Financial Bank & Trust | 0.01% | No change | 3,901 | $103K |
| Eastern Bank | 0.00% | Add +4.3% | 2,620 | $69K |
| US Bancorp \de | 0.00% | Reduce -11.9% | 2,284 | $60K |
| MPWM Advisory Solutions, LLC | 0.04% | Reduce -79.4% | 2,001 | $53K |
| Quest 10 Wealth Builders, Inc. | 0.05% | Add +50.4% | 1,934 | $51K |
| Cary Street Partners Investment Advisory LLC | 0.03% | New | 1,900 | $50K |
| Burkett Financial Services, LLC | 0.02% | New | 1,766 | $47K |
| Global Trust Asset Management, LLC | 0.03% | Reduce -33.7% | 1,612 | $42K |
| First Horizon Advisors, Inc. | 0.00% | Add +11.3% | 1,503 | $40K |
| Arax Advisory Partners | 0.00% | New | 1,382 | $36K |
| Mather Group, Llc. | 0.00% | No change | 1,177 | $31K |
| Allianz Asset Management GmbH | 0.00% | Add +8.4% | 709 | $19K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 645 | $17K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Add +95.0% | 585 | $15K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 564 | $15K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -82.9% | 500 | $13K |
| Coldstream Capital Management Inc. | 0.00% | New | 448 | $12K |
| Capital A Wealth Management, LLC | 0.01% | New | 311 | $8K |
| Beacon Capital Management, LLC | 0.00% | New | 223 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 145 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 115 | $3K |
| AdvisorNet Financial, Inc | 0.00% | New | 100 | $3K |
| Nalls Sherbakoff Group, LLC | 0.00% | — | 38 | $1K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 26 | $685 |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 19 | $501 |
| Fortitude Family Office, LLC | 0.00% | New | 12 | $316 |
"% of holder's portfolio" is PYLD's weight in each manager's 13F, not the share of PIMCO Multisector Bond Actv the manager owns.