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 |
| Mutual Advisors, LLC | 0.25% | Add +25.8% | 382,473 | $10.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -12.1% | 372,625 | $9.8M |
| Brookstone Capital Management | 0.13% | Add +46.6% | 369,984 | $9.8M |
| Rainey & Randall Wealth Advisors Inc. | 1.77% | Add +112.0% | 365,017 | $9.7M |
| Precision Wealth Strategies, LLC | 3.13% | Reduce -7.7% | 363,165 | $9.6M |
| Beacon Financial Advisory LLC | 2.44% | Add +17.8% | 356,136 | $9.5M |
| Family Manage LLC | 1.44% | Add +47.4% | 356,128 | $9.5M |
| DAVENPORT & Co LLC | 0.05% | Add +67.4% | 355,650 | $9.4M |
| Security Financial Services, INC. | 1.65% | Add +13.1% | 351,572 | $9.3M |
| Tidal Investments LLC | 0.06% | Reduce -28.2% | 349,419 | $9.3M |
| ERn Financial, LLC | 1.95% | Reduce -17.7% | 348,583 | $9.3M |
| Delta Investment Management, LLC | 1.76% | Reduce -1.3% | 344,110 | $9.1M |
| Eclectic Associates Inc. | 1.96% | Add +41.9% | 339,140 | $9.0M |
| Integrated Wealth Concepts LLC | 0.09% | Add +12.7% | 336,560 | $8.9M |
| Flynn Zito Capital Management, LLC | 3.60% | Add +0.4% | 321,857 | $8.5M |
| Citadel Advisors | 0.01% | Add +16.3% | 321,240 | $8.5M |
| Lake Street Private Wealth, LLC | 1.19% | Add +104.2% | 313,674 | $8.3M |
| Lokken Investment Group LLC | 3.18% | Add +13.3% | 311,127 | $8.3M |
| Tounjian Advisory Partners, LLC | 1.60% | Reduce -3.9% | 313,116 | $8.3M |
| Halbert Hargrove Global Advisors, LLC | 0.42% | Add +1.1% | 301,420 | $8.0M |
| Bleakley Financial Group, LLC | 0.20% | Add +28.3% | 300,945 | $8.0M |
| Hancock Whitney Corp. | 0.15% | New | 297,718 | $7.9M |
| Sentinel Pension Advisors, LLC | 1.32% | Add +26.8% | 296,424 | $7.9M |
| MAI Capital Management | 0.05% | Add +7.9% | 291,191 | $7.7M |
| SOL Capital Management CO | 0.74% | Add +64.2% | 286,350 | $7.6M |
| Daymark Wealth Partners, LLC | 0.29% | Add +21.6% | 283,213 | $7.5M |
| EverSource Wealth Advisors, LLC | 0.34% | Add +67.8% | 280,615 | $7.4M |
| LVW Advisors, LLC | 0.80% | Add +4.8% | 269,722 | $7.2M |
| MBL Wealth, LLC | 0.67% | New | 263,335 | $7.0M |
| Quadcap Wealth Management, LLC | 0.88% | Add +5.8% | 262,016 | $7.0M |
| Guided Capital Wealth Management, LLC | 5.32% | Reduce -3.4% | 260,238 | $6.9M |
| Grey Ledge Advisors, LLC | 1.69% | Add +36.0% | 260,056 | $6.9M |
| Blue Oak Capital, LLC | 3.59% | Add +18.9% | 257,411 | $6.8M |
| Renaissance Technologies | 0.01% | Reduce -69.8% | 251,008 | $6.7M |
| Atria Investments, Inc | 0.08% | Add +4.3% | 246,391 | $6.5M |
| Avondale Wealth Management | 3.61% | New | 243,792 | $6.5M |
| Mission Wealth Management, LP | 0.14% | Add +12.7% | 240,508 | $6.4M |
| Evergreen Capital Management LLC | 0.19% | Add +56.8% | 238,980 | $6.3M |
| IHT Wealth Management, LLC | 0.17% | Add +57.2% | 237,699 | $6.3M |
| Clearstead Advisors, LLC | 0.09% | Add +7.1% | 235,013 | $6.2M |
| O'Connor Financial Group LLC | 2.73% | New | 234,849 | $6.2M |
| Gateway Wealth Partners, LLC | 1.14% | Add +3.9% | 225,902 | $6.0M |
| PAX Financial Group, LLC | 1.14% | Reduce -20.2% | 224,467 | $6.0M |
| Cary Street Partners Financial LLC | 0.17% | Add +21.4% | 224,129 | $5.9M |
| Breakwater Capital Group | 0.95% | Add +28.8% | 218,635 | $5.8M |
| CLG LLC | 1.81% | Add +26.9% | 218,217 | $5.8M |
| Johnson & White Wealth Management, LLC | 2.88% | Add +109.6% | 215,188 | $5.7M |
| Richard W. Paul & Associates, LLC | 2.05% | Add +2.3% | 213,595 | $5.7M |
| Jones Financial Companies LLLP | 0.00% | Add +85.8% | 214,197 | $5.7M |
| Clarity Asset Management, Inc. | 3.36% | Reduce -31.3% | 212,084 | $5.6M |
| Fiduciary Alliance LLC | 0.42% | Add +36.0% | 211,581 | $5.6M |
| Elevated Capital Advisors, LLC | 1.53% | No change | 207,212 | $5.5M |
| Coastal Bridge Advisors, LLC | 0.44% | New | 200,572 | $5.3M |
| Strata Wealth Advisors, LLC | 1.46% | Add +2.7% | 200,158 | $5.3M |
| CarsonAllaria Wealth Management, Ltd. | 2.85% | Add +6.6% | 200,021 | $5.3M |
| VestGen Advisors, LLC | 0.21% | Add +23.7% | 197,809 | $5.2M |
| Truist Financial Corp. | 0.01% | Add +41.9% | 195,573 | $5.2M |
| Stratos Wealth Advisors, LLC | 0.27% | Add +89.1% | 191,567 | $5.1M |
| Hedeker Wealth, LLC | 1.14% | Add +1.1% | 184,695 | $4.9M |
| Mariner, LLC | 0.01% | Add +25.5% | 181,319 | $4.8M |
| PFG Advisors | 0.22% | Add +43.7% | 179,310 | $4.8M |
| Legacy Capital Group California, Inc. | 1.26% | Reduce -3.2% | 171,676 | $4.6M |
| Parallel Advisors, LLC | 0.09% | Reduce -6.1% | 171,092 | $4.5M |
| Sharpepoint LLC | 4.50% | Add +84.6% | 164,577 | $4.4M |
| Arbor Trust Wealth Advisors, LLC | 2.05% | Reduce -5.0% | 158,248 | $4.2M |
| Parr McKnight Wealth Management Group, LLC | 0.55% | Add +17.6% | 150,190 | $4.0M |
| PKS Advisory Services, LLC | 0.96% | Add +18.1% | 147,277 | $3.9M |
| Founders Financial Securities LLC | 0.29% | Add +37.2% | 143,895 | $3.8M |
| IAG Wealth Partners, LLC | 0.49% | New | 139,770 | $3.7M |
| Equitable Holdings, Inc. | 0.03% | Add +660.5% | 137,887 | $3.7M |
| StoneCrest Wealth Management, Inc. | 1.73% | Add +31.9% | 136,701 | $3.6M |
| Cherrydale Wealth Management, LLC | 1.26% | Add +8.6% | 136,523 | $3.6M |
| Oregon Pacific Wealth Management, LLC | 3.40% | Reduce -2.5% | 135,340 | $3.6M |
| LifeGoal Investments, LLC | 3.39% | Add +33.4% | 134,601 | $3.6M |
| Corient Private Wealth LP | 0.00% | Add +1406.8% | 132,856 | $3.5M |
| Walkner Condon Financial Advisors LLC | 0.64% | Add +16.4% | 131,485 | $3.5M |
| Great Valley Advisor Group, Inc. | 0.08% | Reduce -57.8% | 129,049 | $3.4M |
| Prasad Wealth Partners, LLC | 0.99% | Reduce -0.4% | 127,915 | $3.4M |
| Harbour Investments, Inc. | 0.09% | Reduce -3.0% | 126,858 | $3.4M |
| Cibc World Market Inc. | 0.01% | Add +11.5% | 125,894 | $3.3M |
| D.B. Root & Company, LLC | 0.99% | Add +1521.5% | 125,860 | $3.3M |
| Smith, Moore & Co. | 0.26% | Add +4.8% | 116,974 | $3.1M |
| Proficio Capital Partners LLC | 0.19% | New | 114,820 | $3.0M |
| Sheridan Capital Management, LLC | 1.98% | Add +42.0% | 107,948 | $2.9M |
| WNY Asset Management, LLC | 0.31% | Add +9.1% | 107,036 | $2.8M |
| Centennial Wealth Advisory LLC | 0.87% | New | 102,886 | $2.7M |
| Williams & Novak, LLC | 2.30% | Add +87.1% | 101,892 | $2.7M |
| Rollins Financial Advisors, LLC | 0.43% | Add +46.5% | 100,904 | $2.7M |
| Astoria Portfolio Advisors LLC. | 0.74% | Add +10.9% | 100,390 | $2.7M |
| Sprinkle Financial Consultants LLC | 1.60% | Add +21.0% | 98,585 | $2.6M |
| Investment Partners Asset Management, Inc. | 1.82% | Add +26.2% | 98,364 | $2.6M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +185.5% | 98,301 | $2.6M |
| Menard Financial Group LLC | 1.48% | Reduce -1.4% | 94,161 | $2.5M |
| Mayfair Advisory Group, LLC | 1.16% | Add +79.4% | 93,179 | $2.5M |
| Hickory Asset Management, Inc. | 2.02% | Add +91.1% | 91,905 | $2.4M |
| Pinnacle Financial Group, LLC / IL | 0.81% | Add +17.0% | 90,936 | $2.4M |
| D.A. Davidson & Co. | 0.02% | Add +5.6% | 89,847 | $2.4M |
| Centerpoint Advisory Group | 2.05% | Add +10.1% | 88,858 | $2.4M |
| Intelligence Driven Advisers, LLC | 0.35% | Add +248.9% | 87,835 | $2.3M |
| Elequin Capital, LP | 0.74% | New | 87,532 | $2.3M |
| USAdvisors Wealth Management, LLC | 0.86% | Add +12.1% | 86,780 | $2.3M |
| IronOak Wealth LLC. | 2.22% | — | 85,888 | $2.3M |
| Diversified Portfolios, Inc. | 0.21% | Add +699.8% | 84,780 | $2.3M |
| OmniStar Financial Group, Inc. | 1.68% | Add +20.2% | 84,579 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +111.3% | 81,565 | $2.2M |
| RFG Advisory, LLC | 0.05% | Add +40.2% | 81,095 | $2.2M |
| Argent Trust Co | 0.08% | Add +81.9% | 81,025 | $2.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +619.4% | 81,010 | $2.2M |
| Freedom Investment Management, Inc. | 0.17% | Reduce -7.7% | 80,457 | $2.1M |
| MML Investors Services, LLC | 0.01% | Add +84.6% | 78,336 | $2.1M |
| Tranquilli Financial Advisor LLC | 1.27% | Add +51.4% | 77,339 | $2.1M |
| J. W. Coons Advisors, LLC | 0.46% | Add +6.5% | 76,975 | $2.0M |
| Slagle Financial, LLC | 0.82% | New | 76,388 | $2.0M |
| Milestone Asset Management, LLC | 0.43% | Add +22.0% | 75,897 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +95.8% | 75,016 | $2.0M |
| Western Wealth Management, LLC | 0.11% | Add +22.3% | 71,894 | $1.9M |
| Talisman Wealth Advisors LLC | 1.73% | Add +0.2% | 71,349 | $1.9M |
| Roger Wittlin Investment Advisory, LLC | 1.05% | Reduce -12.6% | 71,038 | $1.9M |
| Wealthspire Retirement, LLC | 0.12% | Add +0.6% | 70,856 | $1.9M |
| SlateStone Wealth, LLC | 0.17% | New | 68,437 | $1.8M |
| Hilltop Holdings Inc. | 0.12% | Add +12.5% | 68,271 | $1.8M |
| True Wealth Design, LLC | 0.64% | New | 68,144 | $1.8M |
| Riverbend Wealth Management, LLC | 1.37% | Add +31.8% | 67,964 | $1.8M |
| Altfest L J & Co. Inc. | 0.20% | Add +0.1% | 65,474 | $1.7M |
| Banque Pictet & Cie SA | 0.02% | Add +2.9% | 63,730 | $1.7M |
| Hobbs Group Advisors, LLC | 0.58% | Add +18.8% | 63,551 | $1.7M |
| Geneos Wealth Management Inc. | 0.04% | Add +13.4% | 63,522 | $1.7M |
| Tradewinds, LLC. | 1.26% | New | 62,523 | $1.7M |
| Merkkuri Wealth Advisors LLC | 1.26% | New | 62,523 | $1.7M |
| RMR Wealth Builders | 0.15% | Add +21.3% | 62,194 | $1.7M |
| Foundry Financial Group, Inc. | 0.92% | Add +2.2% | 61,199 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +578.9% | 60,464 | $1.6M |
| Exchange Traded Concepts, LLC | 0.02% | New | 59,985 | $1.6M |
| ORBA Wealth Advisors, L.L.C. | 1.42% | Reduce -55.2% | 58,780 | $1.6M |
| Independent Financial Group, LLC | 0.04% | Add +22.7% | 58,341 | $1.5M |
| Apollon Financial, LLC | 0.32% | Add +4.1% | 57,991 | $1.5M |
| Gallacher Capital Management LLC | 0.71% | Reduce -0.5% | 57,558 | $1.5M |
| IFP Advisors, Inc | 0.04% | Add +6.3% | 56,729 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Add +66.2% | 56,265 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Add +15.7% | 56,065 | $1.5M |
| Smartleaf Asset Management LLC | 0.13% | New | 55,537 | $1.5M |
| Confluence Wealth Services, Inc. | 0.08% | Reduce -0.6% | 54,875 | $1.5M |
| M Holdings Securities, Inc. | 0.25% | New | 53,890 | $1.4M |
| Element Wealth, LLC | 0.65% | Add +18.2% | 53,350 | $1.4M |
| Taylor & Morgan Wealth Management, LLC | 0.94% | Add +1.9% | 52,520 | $1.4M |
| Evoke Wealth, LLC | 0.03% | Add +22.5% | 52,250 | $1.4M |
| Sovereign Financial Group, Inc. | 0.28% | Add +204.4% | 50,974 | $1.4M |
| Thoroughbred Financial Services, LLC | 0.09% | Add +26.0% | 48,285 | $1.3M |
| GSG Advisors LLC | 0.37% | Reduce -0.3% | 48,165 | $1.3M |
| Peterson Wealth Advisors, LLC | 0.21% | Reduce -0.1% | 47,628 | $1.3M |
| Money Concepts Capital Corp. | 0.08% | New | 47,240 | $1.3M |
| Richard P Slaughter Associates Inc | 0.25% | Add +29.3% | 47,097 | $1.2M |
| Integrity Wealth Solutions LLC | 0.61% | Add +6.5% | 46,904 | $1.2M |
| Synovus Financial Corp. | 0.01% | Reduce -2.6% | 46,246 | $1.2M |
| Savvy Advisors, Inc. | 0.08% | Reduce -2.8% | 45,953 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | New | 45,827 | $1.2M |
| Omnitrust Wealth Management, Inc | 1.40% | — | 44,697 | $1.2M |
| &partners | 0.01% | Add +211.3% | 44,243 | $1.2M |
| Choreo, LLC | 0.02% | Add +0.3% | 44,042 | $1.2M |
| Beacon Financial Planning, Inc. | 0.63% | Reduce -1.3% | 42,482 | $1.1M |
| Global Retirement Partners, LLC | 0.03% | — | 42,478 | $1.1M |
| SouthState Bank Corp | 0.05% | Add +6.1% | 41,900 | $1.1M |
| Merit Financial Group, LLC | 0.01% | New | 41,534 | $1.1M |
| Manchester Capital Management LLC | 0.14% | No change | 41,347 | $1.1M |
| Moloney Securities Asset Management, LLC | 0.13% | Add +29.1% | 40,699 | $1.1M |
| WestHill Financial Advisors, Inc. | 0.22% | Add +2.1% | 39,556 | $1.0M |
| Prosperity Wealth Management, Inc. | 0.39% | Add +11.6% | 39,543 | $1.0M |
| Kingsview Wealth Management, LLC | 0.02% | Add +7.1% | 38,908 | $1.0M |
| Lionsbridge Wealth Management LLC | 1.02% | Add +3.2% | 38,651 | $1.0M |
| Capital Analysts, LLC | 0.03% | Add +36.5% | 37,706 | $1.0M |
| AQR Capital Management | 0.00% | Add +14.9% | 36,688 | $974K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +86.1% | 36,531 | $970K |
| RMR Capital Management, LLC | 0.68% | No change | 35,666 | $947K |
| Mosaic Financial Group, LLC | 0.72% | Add +20.0% | 35,450 | $941K |
| Titleist Asset Management, LLC | 0.09% | Add +12.0% | 34,784 | $923K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +47.4% | 34,757 | $921K |
| Bluesphere Advisors LLC | 0.45% | Reduce -10.8% | 34,261 | $909K |
| Inspirion Wealth Advisors, LLC | 0.12% | Add +24.7% | 34,219 | $908K |
| John W. Brooker & Co., CPAs | 2.10% | Reduce -91.4% | 33,996 | $897K |
| CGC Financial Services, LLC | 0.30% | Reduce -8.9% | 33,089 | $878K |
| Alexander Labrunerie & Co., Inc. | 0.36% | Reduce -0.6% | 33,011 | $876K |
| Flow Traders U.S. LLC | 0.03% | New | 32,121 | $852K |
| Fortis Group Advisors, LLC | 0.15% | Reduce -2.0% | 32,214 | $851K |
| AssuredPartners Investment Advisors, LLC | 0.20% | Reduce -71.7% | 31,031 | $824K |
| Parsons Capital Management Inc. | 0.05% | Add +0.6% | 30,716 | $815K |
| Ruggaard & Associates LLC | 0.32% | Reduce -5.7% | 29,950 | $795K |
| Cozad Asset Management Inc. | 0.07% | Reduce -8.0% | 28,958 | $769K |
| Prospera Financial Services Inc | 0.01% | No change | 28,042 | $744K |
| Legacy Capital Wealth Partners, LLC | 0.17% | Reduce -24.4% | 27,889 | $740K |
| NavPoint Financial, Inc. | 0.45% | Add +119.9% | 27,803 | $738K |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -95.3% | 27,716 | $736K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +67.5% | 27,679 | $735K |
| BlackRock, Inc. | 0.00% | Add +39.1% | 27,593 | $732K |
| Financial Connections Group, Inc. | 0.30% | Add +5.8% | 27,521 | $730K |
| Arbor Capital Management Inc. | 0.62% | Add +40.1% | 27,003 | $715K |
| Concord Asset Management, LLC | 0.11% | New | 26,840 | $712K |
| Concord Wealth Partners | 0.10% | Reduce -1.7% | 26,840 | $712K |
| Ameriflex Group, Inc. | 0.37% | Add +6.4% | 26,790 | $710K |
| Wisconsin Wealth Advisors, LLC | 0.80% | Add +155.7% | 26,359 | $700K |
| Beckerman Institutional, LLC | 0.46% | Reduce -5.7% | 25,986 | $690K |
| Summit Investment Advisory Services, LLC | 0.30% | Add +79.8% | 25,794 | $685K |
| MSH Capital Advisors LLC | 0.20% | Add +10.5% | 25,763 | $684K |
| Beacon Capital Management, LLC | 0.09% | Add +11144.4% | 25,075 | $665K |
| Avaii Wealth Management, LLC | 0.29% | Add +19.8% | 24,718 | $656K |
| Aptus Capital Advisors, LLC | 0.01% | Add +55.3% | 24,111 | $640K |
| JSF Financial, LLC | 0.15% | Reduce -24.3% | 23,646 | $628K |
| Lloyd Advisory Services, LLC. | 0.30% | Add +2.7% | 23,596 | $626K |
| Golden State Wealth Management, LLC | 0.07% | Add +33.8% | 22,642 | $601K |
| Northwest Capital Management Inc | 0.32% | No change | 22,211 | $589K |
| Tectonic Advisors LLC | 0.03% | Add +25.9% | 22,183 | $589K |
| Medallion Wealth Advisors, LLC | 0.22% | Add +3.3% | 21,955 | $579K |
| CRA Financial Services, LLC | 0.09% | Add +23.2% | 21,722 | $577K |
| Impact Partnership Wealth, LLC | 0.10% | New | 21,380 | $567K |
| Stage Harbor Financial, LLC | 0.45% | Reduce -10.9% | 20,974 | $557K |
| Schmidt P J Investment Management Inc. | 0.10% | Reduce -25.6% | 20,942 | $556K |
| Comerica Bank | 0.00% | Add +214.6% | 20,924 | $555K |
| Walter & Keenan Wealth Management LLC /in/ | 0.16% | Add +1.5% | 20,919 | $555K |
| Investment Advisory Group, LLC | 0.17% | Add +20.9% | 20,865 | $554K |
| Roof Eidam Maycock Peralta, LLC | 0.13% | No change | 20,500 | $544K |
| Trademark Financial Management, LLC | 0.33% | New | 20,460 | $543K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Add +72.5% | 20,223 | $537K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -1.0% | 20,213 | $536K |
| Advisory Services Network, LLC | 0.01% | Reduce -16.9% | 20,246 | $535K |
| TD Capital Management LLC | 0.05% | Add +90.4% | 19,687 | $522K |
| TD Waterhouse Canada Inc. | 0.00% | Add +8.4% | 19,651 | $519K |
| Oak Wealth Advisors LLC | 0.33% | Add +59.3% | 19,405 | $515K |
| Nautilus Advisors LLC | 0.37% | Reduce -53.8% | 19,138 | $508K |
| Pasadena Private Wealth, LLC | 0.09% | Add +22.2% | 18,840 | $500K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -42.0% | 18,839 | $500K |
| NewEdge Wealth, LLC | 0.01% | New | 17,180 | $455K |
| Resurgent Financial Advisors LLC | 0.25% | Add +70.7% | 16,986 | $451K |
| Means Investment Co., Inc. | 0.04% | New | 16,592 | $440K |
| Sovran Advisors, LLC | 0.05% | Add +82.0% | 16,534 | $435K |
| Authentikos Wealth Advisory, LLC | 0.30% | Add +4.5% | 16,253 | $431K |
| Financial Insights, Inc. | 0.16% | New | 16,179 | $429K |
| FSC Wealth Advisors, LLC | 0.27% | Reduce -2.9% | 15,957 | $423K |
| Thrive Wealth Management, LLC | 0.07% | Add +64.5% | 15,796 | $419K |
| Glen Eagle Advisors, LLC | 0.06% | Add +6.0% | 15,078 | $400K |
| KMG Fiduciary Partners, LLC | 0.03% | Add +68.9% | 14,815 | $393K |
| Register Financial Advisors LLC | 0.17% | New | 14,545 | $386K |
| Private Trust Co. NA | 0.04% | Reduce -19.2% | 14,477 | $384K |
| Clarus Wealth Advisors | 0.18% | Add +1.1% | 14,549 | $383K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 14,145 | $375K |
| ACT Advisors, LLC. | 0.17% | Reduce -1.4% | 13,958 | $370K |
| Quartz Partners, LLC | 0.17% | New | 13,890 | $369K |
| AdvisorNet Financial, Inc | 0.02% | Add +13237.0% | 13,337 | $354K |
| Strategic Blueprint, LLC | 0.02% | New | 13,266 | $352K |
| Bank of Montreal | 0.00% | Add +2.8% | 13,150 | $349K |
| Lodestone Wealth Management LLC | 0.17% | Reduce -0.4% | 13,121 | $348K |
| Colton Groome Financial Advisors, LLC | 0.11% | New | 12,759 | $339K |
| Arrowroot Family Office, LLC | 0.15% | — | 12,425 | $330K |
| Essex Bank | 0.08% | New | 12,373 | $328K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -15.7% | 12,306 | $327K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -1.2% | 12,196 | $324K |
| Raleigh Capital Management Inc. | 0.14% | Reduce -8.7% | 12,192 | $324K |
| Howard Bailey Securities, LLC | 0.10% | Reduce -9.5% | 12,181 | $323K |
| Apella Capital, LLC | 0.01% | Add +1.5% | 12,194 | $321K |
| National Bank of Canada | 0.00% | Add +0.7% | 12,073 | $320K |
| Financial Advocates Investment Management | 0.03% | Reduce -10.9% | 12,035 | $319K |
| Benedict Financial Advisors Inc. | 0.07% | No change | 11,945 | $317K |
| Palo Alto Wealth Advisors, LLC | 0.12% | Add +3.9% | 11,911 | $316K |
| Sigma Planning Corp | 0.01% | Add +28.4% | 11,487 | $305K |
| Trek Financial, LLC | 0.02% | Add +36.0% | 11,445 | $304K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | New | 11,434 | $303K |
| Fourpath Capital Management, LLC | 0.05% | Reduce -38.8% | 11,192 | $297K |
| Outlook Wealth Advisors, LLC | 0.07% | Reduce -0.2% | 10,483 | $278K |
| Barnes Wealth Management Group, Inc | 0.16% | Add +20.8% | 10,443 | $277K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -13.9% | 10,451 | $277K |
| Objective Capital Management, LLC | 0.31% | Reduce -13.2% | 10,415 | $276K |
| Litman Gregory Wealth Management LLC | 0.02% | New | 10,245 | $272K |
| Cetera Investment Advisers | 0.00% | New | 9,829 | $261K |
| Cape Investment Advisory, Inc. | 0.09% | Add +21.0% | 9,564 | $254K |
| XTX Topco Ltd | 0.01% | Add +2.9% | 9,371 | $249K |
| Compound Planning, Inc. | 0.01% | Reduce -0.1% | 9,329 | $248K |
| Waterloo Capital, L.P. | 0.02% | New | 9,022 | $239K |
| Studio Investment Management LLC | 0.05% | New | 8,932 | $237K |
| Savant Capital, LLC | 0.00% | New | 8,434 | $224K |
| World Equity Group, Inc. | 0.06% | Reduce -15.3% | 8,364 | $222K |
| BridgePort Financial Solutions, LLC | 0.07% | New | 8,058 | $214K |
| Swisher Financial Concepts, Inc. | 0.13% | Reduce -15.3% | 7,760 | $206K |
| Wedbush Securities Inc. | 0.01% | New | 7,696 | $204K |
| Lanark Financial, Inc. | 0.02% | New | 7,648 | $202K |
| Moneco Advisors, LLC | 0.02% | New | 7,607 | $202K |
| Kozak & Associates, Inc. | 0.04% | Add +1.5% | 7,554 | $199K |
| Future Financial Wealth Managment LLC | 0.11% | Add +0.1% | 6,027 | $160K |
| Parkside Financial Bank & Trust | 0.02% | Add +48.0% | 5,774 | $153K |
| Allworth Financial LP | 0.00% | Add +1.0% | 5,771 | $153K |
| Cary Street Partners Investment Advisory LLC | 0.07% | Add +198.2% | 5,666 | $150K |
| Redwood Park Advisors LLC | 0.11% | Add +38.8% | 5,500 | $146K |
| Opal Wealth Advisors, LLC | 0.04% | Reduce -3.9% | 4,793 | $127K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -97.9% | 3,656 | $97K |
| Nalls Sherbakoff Group, LLC | 0.07% | Add +9102.6% | 3,497 | $93K |
| US Bancorp \de | 0.00% | Add +52.7% | 3,488 | $93K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -86.3% | 2,998 | $80K |
| Arax Advisory Partners | 0.00% | Add +110.1% | 2,903 | $77K |
| Eastern Bank | 0.00% | Reduce -4.2% | 2,511 | $67K |
| Capital Investment Advisory Services, LLC | 0.01% | New | 2,394 | $64K |
| MTM Investment Management, LLC | 0.02% | New | 2,265 | $60K |
| MPWM Advisory Solutions, LLC | 0.03% | No change | 2,001 | $53K |
| Quest 10 Wealth Builders, Inc. | 0.05% | No change | 1,934 | $51K |
| Principal Securities, Inc. | 0.00% | New | 1,912 | $51K |
| Global Trust Asset Management, LLC | 0.02% | No change | 1,612 | $43K |
| CoreCap Advisors, LLC | 0.00% | New | 1,430 | $38K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | Add +82.2% | 1,066 | $28K |
| Allianz Asset Management GmbH | 0.00% | Reduce -2.0% | 695 | $18K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.2% | 571 | $15K |
| Private Wealth Asset Management, LLC | 0.00% | New | 479 | $13K |
| Harbor Investment Advisory, LLC | 0.00% | New | 458 | $12K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -69.6% | 457 | $12K |
| HFM Investment Advisors, LLC | 0.00% | New | 407 | $11K |
| Total Investment Management Inc. | 0.00% | New | 320 | $8K |
| WealthTrak Capital Management LLC | 0.00% | New | 130 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 115 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 109 | $3K |
| TD Private Client Wealth LLC | 0.00% | New | 85 | $2K |
| First PREMIER Bank | 0.00% | New | 34 | $1K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 26 | $690 |
| Luminist Capital LLC | 0.00% | New | 25 | $660 |
| Financial Gravity Companies, Inc. | 0.00% | — | 19 | $504 |
| Assetmark, Inc. | 0.00% | New | 18 | $478 |
| Fortitude Family Office, LLC | 0.00% | No change | 12 | $318 |
"% of holder's portfolio" is PYLD's weight in each manager's 13F, not the share of PIMCO Multisector Bond Actv the manager owns.