PIMCO Multisector Bond ActvPYLDETF
13F holders, Q2 2025 (June 30)421holders +40
60new positions
19sold out
3famous investors
$26.53avg. 13F price*
At the end of Q2 2025, 421 institutions reported holding PIMCO Multisector Bond Actv (PYLD) in their 13F filings, up 40 from Q1 2025. 60 opened new positions and 19 sold out. The largest holders were Bank of America Corp. ($305.6M), Morgan Stanley ($242.2M) and LPL Financial LLC ($231.9M). 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 (Q2 2025)
- CUSIP
- 72201R585
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $200.0M |
| Exits | 19 | $12.2M |
All 13F filers, Q1 2025 → Q2 2025: 45,603,227 shares bought and 4,292,745 shares sold, net +41,310,482 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 421 holders
| Bank of America Corp. | 0.02% | Add +26.7% | 11,514,297 | $305.6M |
| Morgan Stanley | 0.02% | Add +66.9% | 9,124,129 | $242.2M |
| LPL Financial LLC | 0.08% | Add +50.7% | 8,737,325 | $231.9M |
| Envestnet Asset Management Inc. | 0.04% | Add +96.7% | 4,917,874 | $130.5M |
| Retirement Planning Group, LLC | 5.39% | Add +6.4% | 4,777,442 | $126.8M |
| AE Wealth Management LLC | 0.88% | Add +43.1% | 4,531,478 | $120.3M |
| Sequoia Financial Advisors, LLC | 0.82% | Add +27.3% | 4,528,515 | $120.2M |
| HighTower Advisors, LLC | 0.14% | Add +7.4% | 4,355,826 | $115.6M |
| NewEdge Advisors, LLC | 0.50% | Add +8.9% | 3,640,171 | $96.6M |
| Advocacy Wealth Management, LLC | 5.25% | Add +7.1% | 3,225,583 | $85.6M |
| GR Financial Group, LLC | 20.68% | Add +0.8% | 3,187,223 | $84.6M |
| Raymond James Financial Inc. | 0.03% | Add +73.7% | 2,749,163 | $73.0M |
| Krilogy Financial LLC | 3.98% | Add +7.7% | 2,611,862 | $69.3M |
| TruWealth Advisors, LLC | 3.77% | Add +8.5% | 2,578,071 | $68.4M |
| Destination Wealth Management | 1.99% | New | 2,560,723 | $68.0M |
| Fragasso Financial Advisors Inc | 4.00% | Add +21.0% | 2,237,522 | $59.4M |
| Commonwealth Equity Services, LLC | 0.08% | Add +23.6% | 2,195,667 | $58.3M |
| Bank of New York Mellon Corp | 0.01% | Add +87.5% | 2,131,205 | $56.6M |
| Advance Capital Management, Inc. | 2.44% | Add +7.1% | 2,026,502 | $53.8M |
| UBS Group AG | 0.01% | Add +43.0% | 1,911,565 | $50.7M |
| RiverFront Investment Group, LLC | 0.94% | New | 1,820,666 | $48.3M |
| Falcon Wealth Planning | 4.86% | Add +4.0% | 1,813,567 | $48.1M |
| Stratos Investment Management, LLC | 2.07% | Add +23.2% | 1,707,045 | $45.3M |
| Apollon Wealth Management, LLC | 0.88% | Reduce -4.1% | 1,676,565 | $44.5M |
| Family Investment Center, Inc. | 9.97% | Add +1.3% | 1,658,862 | $44.0M |
| Horizon Investments, LLC | 0.69% | Add +76.7% | 1,650,219 | $43.4M |
| Captrust Financial Advisors | 0.10% | Add +13.4% | 1,615,193 | $42.9M |
| Kensington Asset Management, LLC | 3.02% | Add +371.8% | 1,507,954 | $40.0M |
| GeoWealth Management, LLC | 1.50% | Add +39.5% | 1,444,498 | $38.3M |
| Ellenbecker Investment Group | 5.78% | Add +10.5% | 1,345,126 | $35.7M |
| HUB Investment Partners, LLC | 1.24% | Add +10.0% | 1,340,058 | $35.6M |
| Cwm, LLC | 0.13% | Add +216.3% | 1,336,115 | $35.5M |
| Wells Fargo & Company | 0.01% | Reduce -2.0% | 1,283,537 | $34.1M |
| WCG Wealth Advisors LLC | 2.08% | Add +35.5% | 1,210,832 | $32.1M |
| Royal Bank of Canada | 0.01% | Add +59.2% | 1,182,749 | $31.4M |
| Osaic Holdings, Inc. | 0.05% | Add +23.5% | 1,138,221 | $30.2M |
| Crestmont Private Wealth LLC | 10.45% | Add +0.9% | 1,089,199 | $28.9M |
| Wealth Alliance Advisory Group, LLC | 5.21% | Add +0.2% | 1,030,481 | $27.3M |
| Berger Financial Group, Inc | 1.74% | Add +1.4% | 1,012,151 | $26.9M |
| Stifel Financial Corp. | 0.03% | Add +93.6% | 1,008,750 | $26.8M |
| Beta Wealth Group, Inc. | 9.70% | Reduce -29.7% | 998,394 | $26.5M |
| Pictet North America Advisors SA | 2.61% | Add +135.0% | 981,818 | $26.1M |
| RFG Holdings, Inc. | 7.30% | Add +11.2% | 949,485 | $25.2M |
| Correct Capital Wealth Management | 4.88% | Add +0.7% | 943,674 | $25.0M |
| Visionary Wealth Advisors | 1.25% | Add +104.2% | 920,747 | $24.4M |
| Cardinal Point Capital Management ULC | 1.92% | Add +4.8% | 914,827 | $24.3M |
| Vickerman Investment Advisors, Inc. | 5.17% | Add +1.0% | 906,592 | $24.1M |
| Ritter Daniher Financial Advisory LLC / DE | 5.84% | Add +10.0% | 896,405 | $23.8M |
| OneDigital Investment Advisors LLC | 0.26% | Add +10.6% | 888,534 | $23.6M |
| Sanchez Wealth Management Group | 5.51% | Add +8.3% | 860,892 | $22.8M |
| Aprio Wealth Management, LLC | 2.55% | Add +141.6% | 851,162 | $22.6M |
| Intrua Financial, LLC | 3.24% | Add +68.5% | 851,078 | $22.6M |
| EnRich Financial Partners LLC | 6.78% | Add +4.0% | 832,737 | $22.1M |
| Bridgewealth Advisory Group, LLC | 5.55% | Add +306.7% | 823,280 | $21.8M |
| Mason & Associates, LLC | 5.37% | Add +36.1% | 805,998 | $21.4M |
| Gemmer Asset Management LLC | 1.87% | Add +4.1% | 794,814 | $21.1M |
| Orion Porfolio Solutions, LLC | 0.18% | Add +77.2% | 789,415 | $21.0M |
| Stonebridge Financial Group, LLC | 2.02% | Add +478.4% | 784,273 | $20.8M |
| Continuum Advisory, LLC | 2.47% | Add +25.9% | 772,936 | $20.5M |
| Schwallier Wealth Management LLC | 11.91% | Add +35.3% | 734,081 | $19.5M |
| MinichMacGregor Wealth Management, LLC | 4.07% | Reduce -0.1% | 717,512 | $19.0M |
| Ocean Park Asset Management, LLC | 0.68% | No change | 722,305 | $19.0M |
| First Heartland Consultants, Inc. | 1.69% | Add +7.0% | 714,933 | $19.0M |
| Trajan Wealth LLC | 0.92% | Reduce -2.2% | 705,225 | $18.7M |
| Creative Capital Management Investments LLC | 6.19% | Add +5.3% | 652,040 | $17.3M |
| Private Advisor Group, LLC | 0.09% | Add +153.9% | 645,559 | $17.1M |
| Blue Investment Partners LLC | 5.88% | Add +7.1% | 631,855 | $16.8M |
| Waterway Wealth Management, LLC | 5.02% | Add +8.6% | 625,339 | $16.6M |
| Fortress Wealth Management, Inc. | 7.90% | Add +6.7% | 617,511 | $16.4M |
| Dahring | Cusmano LLC | 12.67% | Add +4.5% | 612,937 | $16.3M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +59.6% | 607,150 | $16.1M |
| Lhm, Inc. | 5.28% | Add +433.5% | 600,189 | $15.9M |
| Allen Capital Group, LLC | 1.65% | Add +14.2% | 596,298 | $15.8M |
| Novem Group | 2.00% | Reduce -43.2% | 594,815 | $15.8M |
| Astor Investment Management LLC | 8.41% | Reduce -5.2% | 586,699 | $15.6M |
| Pinnacle Wealth Management, LLC | 12.92% | Reduce -3.7% | 582,073 | $15.4M |
| CreativeOne Wealth, LLC | 0.40% | Add +6.9% | 573,215 | $15.2M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +107.3% | 567,539 | $15.1M |
| Sanctuary Advisors, LLC | 0.09% | Add +10.9% | 565,722 | $15.0M |
| Legacy Financial Advisors, Inc. | 2.34% | Add +2.3% | 565,023 | $15.0M |
| Symphony Financial Services, Inc. | 8.68% | Reduce -0.4% | 547,277 | $14.5M |
| LexAurum Advisors, LLC | 2.29% | Add +2988.5% | 543,232 | $14.4M |
| Castle Wealth Management LLC | 5.21% | Add +5.9% | 540,802 | $14.4M |
| Financial Futures Ltd Liability Co. | 7.43% | Reduce -13.3% | 522,165 | $13.9M |
| Janney Montgomery Scott LLC | 0.04% | Add +111.0% | 514,100 | $13.6M |
| Essex Financial Services, Inc. | 0.87% | Add +30.3% | 497,082 | $13.2M |
| Creative Financial Designs Inc. | 0.95% | New | 496,783 | $13.2M |
| Bare Financial Services, Inc | 4.28% | Add +3.0% | 478,385 | $12.7M |
| Kelman-Lazarov, Inc. | 2.02% | Reduce -8.7% | 470,822 | $12.5M |
| ABLE Financial Group, LLC | 3.01% | Add +4.9% | 469,540 | $12.5M |
| First American Trust, FSB | 0.99% | Add +69.7% | 466,874 | $12.4M |
| Eq Wealth Advisors, LLC | 7.98% | Add +70.1% | 441,020 | $11.7M |
| Farther Finance Advisors, LLC | 0.23% | Add +203.5% | 438,300 | $11.6M |
| Victory Financial Group, LLC | 1.79% | Add +1.8% | 424,814 | $11.3M |
| Riverchase Wealth Management, LLC | 6.87% | Add +14.6% | 407,746 | $10.8M |
| Econ Financial Services Corp | 5.50% | Add +11.6% | 402,204 | $10.7M |
| Vicus Capital | 0.88% | Add +427.2% | 399,620 | $10.6M |
| Hutchens & Kramer Investment Management Group, LLC | 4.77% | Add +55.9% | 393,959 | $10.4M |
| Base Wealth Management LLC | 6.53% | Add +14.5% | 383,973 | $10.2M |
| Larson Financial Group LLC | 0.41% | Add +357.3% | 383,736 | $10.2M |
"% of holder's portfolio" is PYLD's weight in each manager's 13F, not the share of PIMCO Multisector Bond Actv the manager owns.