PIMCO Multisector Bond ActvPYLDETF
13F holders, Q3 2025 (September 30)475holders +54
81new positions
21sold out
2famous investors
$26.83avg. 13F price*
At the end of Q3 2025, 475 institutions reported holding PIMCO Multisector Bond Actv (PYLD) in their 13F filings, up 54 from Q2 2025. 81 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($418.0M), Morgan Stanley ($343.7M) and LPL Financial LLC ($291.4M). 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 (Q3 2025)
- CUSIP
- 72201R585
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $405.3M |
| Exits | 21 | $20.1M |
All 13F filers, Q2 2025 → Q3 2025: 70,840,972 shares bought and 2,651,369 shares sold, net +68,189,603 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 475 holders
| Bank of America Corp. | 0.03% | Add +35.3% | 15,573,447 | $418.0M |
| Morgan Stanley | 0.02% | Add +40.4% | 12,807,087 | $343.7M |
| LPL Financial LLC | 0.09% | Add +24.3% | 10,856,136 | $291.4M |
| HighTower Advisors, LLC | 0.26% | Add +95.5% | 8,516,263 | $228.6M |
| Sequoia Financial Advisors, LLC | 1.25% | Add +68.4% | 7,627,847 | $204.7M |
| Envestnet Asset Management Inc. | 0.06% | Add +48.2% | 7,286,467 | $195.6M |
| Retirement Planning Group, LLC | 4.94% | Add +11.0% | 5,301,950 | $142.3M |
| AE Wealth Management LLC | 0.81% | Add +5.1% | 4,762,716 | $127.8M |
| NewEdge Advisors, LLC | 0.57% | Add +28.3% | 4,669,699 | $125.3M |
| TruWealth Advisors, LLC | 5.23% | Add +49.6% | 3,855,961 | $103.5M |
| Raymond James Financial Inc. | 0.03% | Add +36.3% | 3,746,218 | $100.5M |
| Advance Capital Management, Inc. | 4.20% | Add +78.0% | 3,606,368 | $96.8M |
| GR Financial Group, LLC | 21.06% | Add +6.5% | 3,393,675 | $91.1M |
| Advocacy Wealth Management, LLC | 3.85% | Add +2.3% | 3,300,390 | $88.6M |
| Krilogy Financial LLC | 3.29% | Add +25.4% | 3,276,670 | $87.6M |
| Cwm, LLC | 0.25% | Add +131.1% | 3,088,283 | $82.9M |
| Commonwealth Equity Services, LLC | 0.10% | Add +34.1% | 2,945,044 | $79.0M |
| Destination Wealth Management | 2.08% | Add +10.0% | 2,816,707 | $75.6M |
| Fragasso Financial Advisors Inc | 4.12% | Add +10.4% | 2,469,657 | $66.0M |
| Wells Fargo & Company | 0.01% | Add +86.2% | 2,389,592 | $64.1M |
| Horizon Investments, LLC | 0.80% | Add +38.6% | 2,287,937 | $60.8M |
| Summit Financial, LLC | 0.89% | New | 2,166,337 | $58.1M |
| UBS Group AG | 0.01% | Add +12.1% | 2,143,156 | $57.5M |
| Horizon Wealth Management, LLC | 8.34% | New | 2,116,818 | $56.8M |
| United Capital Financial Advisors, LLC | 0.39% | New | 2,041,568 | $54.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.2% | 2,020,484 | $54.2M |
| Falcon Wealth Planning | 4.73% | Add +8.2% | 1,961,612 | $52.6M |
| Ocean Park Asset Management, LLC | 2.15% | Add +168.4% | 1,938,800 | $52.0M |
| Captrust Financial Advisors | 0.10% | Add +17.6% | 1,899,679 | $51.0M |
| Family Investment Center, Inc. | 10.41% | Add +12.6% | 1,867,982 | $50.1M |
| RiverFront Investment Group, LLC | 0.87% | Add +1.0% | 1,838,385 | $49.3M |
| Apollon Wealth Management, LLC | 0.81% | Add +1.7% | 1,704,453 | $45.7M |
| Stratos Investment Management, LLC | 1.83% | Reduce -3.1% | 1,654,469 | $44.4M |
| Private Advisor Group, LLC | 0.22% | Add +155.3% | 1,648,341 | $44.2M |
| Proficio Capital Partners LLC | 3.03% | Add +1332.4% | 1,644,636 | $44.1M |
| GeoWealth Management, LLC | 1.52% | Add +7.8% | 1,556,439 | $41.8M |
| Ellenbecker Investment Group | 5.84% | Add +9.4% | 1,472,109 | $39.5M |
| Kensington Asset Management, LLC | 2.32% | Reduce -4.3% | 1,443,355 | $38.7M |
| HUB Investment Partners, LLC | 1.39% | Add +4.8% | 1,404,986 | $37.7M |
| Waterway Wealth Management, LLC | 8.75% | Add +128.9% | 1,431,388 | $36.7M |
| Vigilare Wealth Management | 12.58% | New | 1,352,757 | $36.3M |
| Royal Bank of Canada | 0.01% | Add +14.0% | 1,348,568 | $36.2M |
| Osaic Holdings, Inc. | 0.05% | Add +14.4% | 1,302,313 | $34.9M |
| Integrated Wealth Concepts LLC | 0.31% | Add +279.0% | 1,275,640 | $34.2M |
| Ritter Daniher Financial Advisory LLC / DE | 5.88% | Add +38.8% | 1,243,876 | $33.4M |
| Novem Group | 3.94% | Add +107.3% | 1,233,039 | $33.1M |
| Stifel Financial Corp. | 0.03% | Add +21.3% | 1,223,807 | $32.8M |
| RFG Holdings, Inc. | 7.79% | Add +18.5% | 1,124,872 | $30.2M |
| Crestmont Private Wealth LLC | 9.97% | Add +3.2% | 1,124,290 | $30.2M |
| WCG Wealth Advisors LLC | 1.86% | Reduce -8.9% | 1,103,294 | $29.6M |
| Pictet North America Advisors SA | 2.73% | Add +10.5% | 1,084,834 | $29.1M |
| Sheridan Capital Management, LLC | 15.36% | Add +903.8% | 1,083,580 | $29.1M |
| Stonebridge Financial Group, LLC | 2.56% | Add +38.0% | 1,082,508 | $29.1M |
| Visionary Wealth Advisors | 1.34% | Add +16.2% | 1,069,833 | $28.7M |
| Correct Capital Wealth Management | 5.26% | Add +12.7% | 1,063,897 | $28.6M |
| Wealth Alliance Advisory Group, LLC | 5.05% | Add +1.3% | 1,043,844 | $28.0M |
| Berger Financial Group, Inc | 1.65% | Add +1.5% | 1,027,185 | $27.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +1164.3% | 1,024,174 | $27.5M |
| D.B. Root & Company, LLC | 6.96% | Add +712.3% | 1,022,407 | $27.4M |
| OneDigital Investment Advisors LLC | 0.28% | Add +13.3% | 1,007,054 | $27.0M |
| Aprio Wealth Management, LLC | 2.68% | Add +18.0% | 1,004,336 | $27.0M |
| Cardinal Point Capital Management ULC | 1.86% | Add +9.0% | 997,175 | $26.6M |
| Vickerman Investment Advisors, Inc. | 5.08% | Add +3.2% | 935,204 | $25.1M |
| Orion Porfolio Solutions, LLC | 0.19% | Add +17.8% | 929,515 | $24.9M |
| Continuum Advisory, LLC | 2.63% | Add +19.8% | 926,235 | $24.9M |
| Sanchez Wealth Management Group | 5.47% | Add +6.6% | 917,424 | $24.6M |
| Bridgewealth Advisory Group, LLC | 5.58% | Add +9.0% | 897,031 | $24.1M |
| Janney Montgomery Scott LLC | 0.06% | Add +72.5% | 886,905 | $23.8M |
| Intrua Financial, LLC | 2.76% | Add +3.2% | 878,178 | $23.6M |
| EnRich Financial Partners LLC | 6.47% | Add +1.8% | 847,467 | $22.7M |
| Gemmer Asset Management LLC | 1.80% | Add +4.8% | 833,283 | $22.4M |
| Trajan Wealth LLC | 0.96% | Add +17.1% | 825,793 | $22.2M |
| Drake & Associates, LLC | 4.57% | New | 817,074 | $21.8M |
| Beacon Capital Management, Inc. | 1.03% | New | 807,332 | $21.7M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Add +41.6% | 803,876 | $21.6M |
| Mason & Associates, LLC | 5.37% | No change | 805,998 | $21.4M |
| Schwallier Wealth Management LLC | 13.08% | Add +6.3% | 780,572 | $21.0M |
| First Heartland Consultants, Inc. | 1.61% | Add +3.9% | 742,653 | $19.9M |
| Wealthcare Advisory Partners LLC | 0.41% | Add +643.0% | 730,390 | $19.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +94.9% | 726,080 | $19.4M |
| MinichMacGregor Wealth Management, LLC | 3.77% | Add +0.3% | 719,299 | $19.3M |
| Creative Capital Management Investments LLC | 6.16% | Add +10.1% | 717,961 | $19.3M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +16.8% | 709,369 | $19.0M |
| Legacy Financial Advisors, Inc. | 2.62% | Add +25.5% | 709,267 | $19.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | New | 701,141 | $18.8M |
| Renaissance Technologies | 0.02% | Add +167.4% | 671,209 | $18.0M |
| LexAurum Advisors, LLC | 2.50% | Add +20.2% | 653,090 | $17.5M |
| Allen Capital Group, LLC | 1.66% | Add +8.4% | 646,675 | $17.4M |
| Dahring | Cusmano LLC | 12.52% | Add +5.3% | 645,675 | $17.3M |
| Pinnacle Wealth Management, LLC | 11.70% | Add +10.9% | 645,657 | $17.3M |
| First American Trust, FSB | 1.23% | Add +35.1% | 630,612 | $16.9M |
| Essex Financial Services, Inc. | 1.01% | Add +26.1% | 627,088 | $16.8M |
| Great Point Wealth Advisors, LLC | 3.16% | — | 626,139 | $16.8M |
| Fortress Wealth Management, Inc. | 7.27% | Reduce -1.4% | 608,994 | $16.3M |
| Lhm, Inc. | 5.37% | Add +0.8% | 605,189 | $16.2M |
| Beta Wealth Group, Inc. | 6.29% | Reduce -40.5% | 594,188 | $15.9M |
| Symphony Financial Services, Inc. | 8.52% | Add +7.8% | 590,009 | $15.8M |
| Pasadena Private Wealth, LLC | 2.28% | Add +3028.0% | 589,314 | $15.8M |
| Hutchens & Kramer Investment Management Group, LLC | 6.13% | Add +47.1% | 579,651 | $15.6M |
| Castle Wealth Management LLC | 5.14% | Add +4.8% | 566,849 | $15.2M |
"% of holder's portfolio" is PYLD's weight in each manager's 13F, not the share of PIMCO Multisector Bond Actv the manager owns.