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 |
| Sanctuary Advisors, LLC | 0.09% | Reduce -0.6% | 562,120 | $15.1M |
| Larson Financial Group LLC | 0.52% | Add +45.0% | 556,285 | $14.9M |
| Rainey & Randall Wealth Advisors Inc. | 2.47% | Add +51.0% | 551,373 | $14.8M |
| Smith, Moore & Co. | 1.13% | Add +371.0% | 550,952 | $14.8M |
| Bare Financial Services, Inc | 4.32% | Add +12.8% | 539,364 | $14.5M |
| Brookwood Investment Group LLC | 1.86% | New | 537,051 | $14.4M |
| Financial Futures Ltd Liability Co. | 6.91% | Add +1.5% | 530,224 | $14.2M |
| Creative Financial Designs Inc. | 0.95% | Add +6.1% | 527,282 | $14.2M |
| Eclectic Associates Inc. | 2.60% | Add +55.4% | 526,872 | $14.1M |
| Eq Wealth Advisors, LLC | 9.14% | Add +17.5% | 518,121 | $13.9M |
| Founders Financial Securities LLC | 0.92% | Add +251.7% | 506,140 | $13.6M |
| Mutual Advisors, LLC | 0.30% | Add +31.4% | 502,587 | $13.5M |
| Tidal Investments LLC | 0.06% | Add +42.4% | 497,578 | $13.4M |
| Kelman-Lazarov, Inc. | 1.97% | Add +5.1% | 495,035 | $13.3M |
| Kingsview Wealth Management, LLC | 0.20% | Add +1168.7% | 493,632 | $13.2M |
| Riverchase Wealth Management, LLC | 7.50% | Add +21.0% | 493,419 | $13.2M |
| Victory Financial Group, LLC | 1.80% | Add +14.6% | 486,801 | $13.1M |
| ABLE Financial Group, LLC | 2.80% | Add +2.5% | 481,032 | $12.9M |
| MAI Capital Management | 0.08% | Add +59.7% | 464,911 | $12.5M |
| CreativeOne Wealth, LLC | 0.30% | Reduce -19.4% | 462,200 | $12.4M |
| Brookstone Capital Management | 0.15% | Add +24.1% | 459,074 | $12.3M |
| Vicus Capital | 0.93% | Add +14.1% | 456,071 | $12.2M |
| Gateway Wealth Partners, LLC | 1.64% | Add +100.5% | 452,912 | $12.2M |
| Beacon Financial Advisory LLC | 2.75% | Add +24.4% | 443,056 | $11.9M |
| Mariner, LLC | 0.01% | Add +138.3% | 432,102 | $11.6M |
| Security Financial Services, INC. | 1.87% | Add +22.7% | 431,518 | $11.6M |
| DAVENPORT & Co LLC | 0.06% | Add +21.0% | 430,211 | $11.5M |
| Base Wealth Management LLC | 6.50% | Add +10.6% | 424,750 | $11.4M |
| Econ Financial Services Corp | 5.60% | Add +4.0% | 418,146 | $11.2M |
| Daymark Wealth Partners, LLC | 0.38% | Add +46.3% | 414,216 | $11.1M |
| Stokes Capital Advisors, LLC | 2.56% | New | 409,781 | $11.0M |
| Evergreen Capital Management LLC | 0.26% | Add +70.0% | 406,388 | $10.9M |
| Hancock Whitney Corp. | 0.20% | Add +35.6% | 403,858 | $10.8M |
| Family Manage LLC | 1.50% | Add +12.9% | 402,252 | $10.8M |
| Precision Wealth Strategies, LLC | 3.50% | Add +10.6% | 401,486 | $10.8M |
| ERn Financial, LLC | 2.11% | Add +14.2% | 398,195 | $10.7M |
| CLG LLC | 2.81% | Add +76.3% | 384,762 | $10.3M |
| D.A. Davidson & Co. | 0.06% | Add +298.4% | 357,930 | $9.6M |
| Brick & Kyle, Associates | 3.51% | New | 352,982 | $9.5M |
| Jones Financial Companies LLLP | 0.01% | Add +63.8% | 350,885 | $9.4M |
| Breakwater Capital Group | 1.37% | Add +58.5% | 346,511 | $9.3M |
| EverSource Wealth Advisors, LLC | 0.37% | Add +22.6% | 344,006 | $9.2M |
| Lake Street Private Wealth, LLC | 1.18% | Add +8.5% | 340,394 | $9.1M |
| Strategic Blueprint, LLC | 0.40% | Add +2459.4% | 339,536 | $9.1M |
| IHT Wealth Management, LLC | 0.23% | Add +41.0% | 335,217 | $9.0M |
| Delta Investment Management, LLC | 1.60% | Reduce -3.1% | 333,500 | $9.0M |
| Flynn Zito Capital Management, LLC | 3.25% | Add +1.9% | 328,028 | $8.8M |
| Cary Street Partners Financial LLC | 0.23% | Add +45.3% | 325,659 | $8.7M |
| Lokken Investment Group LLC | 3.00% | Add +4.7% | 325,589 | $8.7M |
| WESPAC Advisors SoCal, LLC | 1.76% | New | 323,816 | $8.7M |
| SOL Capital Management CO | 0.77% | Add +12.3% | 321,499 | $8.6M |
| Sentinel Pension Advisors, LLC | 1.33% | Add +4.6% | 309,927 | $8.3M |
| Bleakley Financial Group, LLC | 0.19% | Add +1.1% | 304,309 | $8.2M |
| Halbert Hargrove Global Advisors, LLC | 0.40% | Add +0.7% | 303,574 | $8.1M |
| Corient Private Wealth LP | 0.01% | Add +128.4% | 303,487 | $8.1M |
| Grey Ledge Advisors, LLC | 1.77% | Add +11.8% | 290,859 | $7.8M |
| Constant Guidance Financial LLC | 6.20% | New | 289,150 | $7.8M |
| MBL Wealth, LLC | 0.66% | Add +7.6% | 283,310 | $7.6M |
| LVW Advisors, LLC | 0.79% | Add +4.9% | 283,045 | $7.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | New | 273,900 | $7.4M |
| Quadcap Wealth Management, LLC | 0.86% | Add +3.2% | 270,368 | $7.3M |
| Guided Capital Wealth Management, LLC | 6.21% | Add +3.7% | 269,839 | $7.2M |
| San Luis Wealth Advisors LLC | 1.28% | New | 264,602 | $7.1M |
| RFG Advisory, LLC | 0.14% | Add +220.0% | 259,473 | $7.0M |
| Avondale Wealth Management | 3.67% | Add +5.4% | 256,943 | $6.9M |
| Composition Wealth, LLC | 0.10% | New | 254,968 | $6.8M |
| Johnson & White Wealth Management, LLC | 3.12% | Add +18.1% | 254,024 | $6.8M |
| Stratos Wealth Advisors, LLC | 0.32% | Add +28.9% | 247,021 | $6.6M |
| Great Diamond Partners, LLC | 1.27% | New | 243,290 | $6.5M |
| Clearstead Advisors, LLC | 0.10% | Add +3.3% | 242,856 | $6.5M |
| Atria Investments, Inc | 0.07% | Reduce -1.6% | 242,411 | $6.5M |
| O'Connor Financial Group LLC | 2.68% | Add +1.6% | 238,535 | $6.4M |
| Fiduciary Alliance LLC | 0.43% | Add +12.7% | 238,396 | $6.4M |
| PAX Financial Group, LLC | 1.15% | Add +5.5% | 236,895 | $6.4M |
| Clarity Asset Management, Inc. | 3.33% | Add +4.4% | 221,444 | $5.9M |
| CarsonAllaria Wealth Management, Ltd. | 3.05% | Add +9.3% | 218,631 | $5.9M |
| Richard W. Paul & Associates, LLC | 2.00% | Add +2.0% | 217,955 | $5.8M |
| Truist Financial Corp. | 0.01% | Add +10.7% | 216,574 | $5.8M |
| Coastal Bridge Advisors, LLC | 0.44% | Add +6.9% | 214,440 | $5.8M |
| Farther Finance Advisors, LLC | 0.08% | Reduce -52.5% | 208,034 | $5.6M |
| PFG Advisors | 0.23% | Add +15.9% | 207,822 | $5.6M |
| Parr McKnight Wealth Management Group, LLC | 0.70% | Add +33.3% | 200,158 | $5.4M |
| VestGen Advisors, LLC | 0.18% | Add +0.9% | 199,624 | $5.4M |
| Strata Wealth Advisors, LLC | 1.39% | Reduce -1.8% | 196,509 | $5.3M |
| Hedeker Wealth, LLC | 1.05% | Add +2.0% | 188,312 | $5.1M |
| Arbor Trust Wealth Advisors, LLC | 2.27% | Add +18.5% | 187,568 | $5.0M |
| Elevated Capital Advisors, LLC | 1.22% | Reduce -11.6% | 183,127 | $4.9M |
| Sharpepoint LLC | 4.42% | Add +10.9% | 182,489 | $4.9M |
| AJ Advisors, LLC | 1.99% | New | 181,224 | $4.9M |
| Parallel Advisors, LLC | 0.09% | Add +5.3% | 180,138 | $4.8M |
| Noble Wealth Management PBC | 2.44% | — | 170,505 | $4.6M |
| Legacy Capital Group California, Inc. | 1.17% | Reduce -0.7% | 170,479 | $4.6M |
| WJ Wealth Management, LLC | 1.99% | New | 168,767 | $4.5M |
| SlateStone Wealth, LLC | 0.39% | Add +145.4% | 167,972 | $4.5M |
| Palouse Capital Management, Inc. | 2.87% | New | 165,407 | $4.4M |
| Rollins Financial Advisors, LLC | 0.67% | Add +62.8% | 164,271 | $4.4M |
| Equitable Holdings, Inc. | 0.03% | Add +15.9% | 159,752 | $4.3M |
| Cherrydale Wealth Management, LLC | 1.33% | Add +15.1% | 157,172 | $4.2M |
| IAG Wealth Partners, LLC | 0.50% | Add +10.7% | 154,783 | $4.2M |
| LifeGoal Investments, LLC | 3.40% | Add +13.3% | 152,496 | $4.1M |
| Walkner Condon Financial Advisors LLC | 0.64% | Add +15.1% | 151,271 | $4.1M |
| Tennessee Valley Asset Management Partners | 0.54% | New | 149,014 | $4.0M |
| PKS Advisory Services, LLC | 0.92% | Reduce -0.4% | 146,712 | $3.9M |
| Prasad Wealth Partners, LLC | 1.08% | Add +12.9% | 144,377 | $3.9M |
| Centerpoint Advisory Group | 2.98% | Add +60.4% | 142,552 | $3.8M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +10.3% | 142,322 | $3.8M |
| StoneCrest Wealth Management, Inc. | 1.62% | Add +0.5% | 137,400 | $3.7M |
| Mgo One Seven LLC | 0.09% | New | 137,103 | $3.7M |
| Harbour Investments, Inc. | 0.08% | Add +7.2% | 136,001 | $3.7M |
| Apollon Financial, LLC | 0.60% | Add +130.7% | 133,777 | $3.6M |
| Pinnacle Financial Group, LLC / IL | 1.06% | Add +44.2% | 131,153 | $3.5M |
| Landmark Wealth Management, LLC | 1.38% | New | 129,400 | $3.5M |
| Williams & Novak, LLC | 2.63% | Add +25.1% | 127,502 | $3.4M |
| JPMorgan Chase & Co. | 0.00% | Add +125.1% | 126,673 | $3.4M |
| Cibc World Market Inc. | 0.01% | Reduce -2.4% | 122,841 | $3.3M |
| WNY Asset Management, LLC | 0.32% | Add +14.6% | 122,699 | $3.3M |
| Capital Analysts, LLC | 0.09% | Add +209.8% | 116,797 | $3.1M |
| BAM Wealth Management, LLC | 2.31% | — | 110,892 | $3.0M |
| Comerica Bank | 0.01% | Add +429.7% | 110,831 | $3.0M |
| Intelligence Driven Advisers, LLC | 0.40% | Add +23.8% | 108,698 | $2.9M |
| Ascentis Independent Advisors | 0.49% | New | 108,336 | $2.9M |
| Centennial Wealth Advisory LLC | 0.80% | Add +3.9% | 106,909 | $2.9M |
| Sprinkle Financial Consultants LLC | 1.59% | Add +7.6% | 106,066 | $2.8M |
| Investment Partners Asset Management, Inc. | 1.86% | Add +7.2% | 105,419 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +33.5% | 100,157 | $2.7M |
| USAdvisors Wealth Management, LLC | 0.90% | Add +11.7% | 96,970 | $2.6M |
| Mayfair Advisory Group, LLC | 1.12% | Add +4.0% | 96,859 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +18.4% | 96,597 | $2.6M |
| Tranquilli Financial Advisor LLC | 1.50% | Add +22.4% | 94,674 | $2.5M |
| Talisman Wealth Advisors LLC | 2.09% | Add +31.7% | 93,982 | $2.5M |
| Menard Financial Group LLC | 1.68% | Reduce -1.0% | 93,204 | $2.5M |
| Flow Traders U.S. LLC | 0.10% | Add +187.6% | 92,377 | $2.5M |
| Ashton Thomas Private Wealth, LLC | 0.06% | New | 89,726 | $2.4M |
| Astoria Portfolio Advisors LLC. | 0.63% | Reduce -10.6% | 89,745 | $2.4M |
| Diversified Portfolios, Inc. | 0.20% | Add +1.8% | 86,277 | $2.3M |
| OmniStar Financial Group, Inc. | 1.38% | Add +0.7% | 85,141 | $2.3M |
| Golden State Wealth Management, LLC | 0.25% | Add +267.6% | 83,229 | $2.2M |
| Wealthspire Retirement, LLC | 0.14% | Add +17.4% | 83,161 | $2.2M |
| Argent Trust Co | 0.08% | Add +0.7% | 81,566 | $2.2M |
| Wealth Advisors of Iowa, LLC | 0.74% | New | 80,490 | $2.2M |
| Slagle Financial, LLC | 0.77% | Add +2.4% | 78,226 | $2.1M |
| RMR Wealth Builders | 0.17% | Add +23.7% | 76,956 | $2.1M |
| MML Investors Services, LLC | 0.01% | Reduce -2.4% | 76,447 | $2.1M |
| Hobbs Group Advisors, LLC | 0.63% | Add +17.9% | 74,925 | $2.0M |
| Western Wealth Management, LLC | 0.11% | Add +4.2% | 74,900 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +23.6% | 74,746 | $2.0M |
| Mosaic Financial Group, LLC | 1.43% | Add +110.8% | 74,732 | $2.0M |
| Milestone Asset Management, LLC | 0.38% | Reduce -1.7% | 74,638 | $2.0M |
| Autumn Glory Partners, LLC | 0.82% | New | 74,418 | $2.0M |
| Sovereign Financial Group, Inc. | 0.37% | Add +45.0% | 73,939 | $2.0M |
| Mission Wealth Management, LP | 0.04% | Reduce -69.5% | 73,245 | $2.0M |
| Wisconsin Wealth Advisors, LLC | 1.85% | Add +174.5% | 72,353 | $1.9M |
| Geneos Wealth Management Inc. | 0.05% | Add +13.4% | 72,025 | $1.9M |
| RMR Capital Management, LLC | 1.35% | Add +101.3% | 71,812 | $1.9M |
| Savvy Advisors, Inc. | 0.09% | Add +53.2% | 70,389 | $1.9M |
| Tounjian Advisory Partners, LLC | 0.63% | Reduce -77.5% | 70,290 | $1.9M |
| Foundry Financial Group, Inc. | 0.99% | Add +14.8% | 70,244 | $1.9M |
| Hilltop Holdings Inc. | 0.10% | Add +2.0% | 69,638 | $1.9M |
| Riverbend Wealth Management, LLC | 1.30% | Add +1.8% | 69,172 | $1.9M |
| Merkkuri Wealth Advisors LLC | 1.34% | Add +10.3% | 68,976 | $1.9M |
| Onyx Bridge Wealth Group LLC | 0.20% | New | 68,089 | $1.8M |
| Altfest L J & Co. Inc. | 0.20% | Add +3.7% | 67,868 | $1.8M |
| True Wealth Design, LLC | 0.55% | Reduce -0.8% | 67,593 | $1.8M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +362.8% | 65,462 | $1.8M |
| Banque Pictet & Cie SA | 0.02% | Add +1.9% | 64,920 | $1.7M |
| Ehrlich Financial Group | 1.03% | New | 64,427 | $1.7M |
| Thoroughbred Financial Services, LLC | 0.10% | Add +28.2% | 61,896 | $1.7M |
| PFG Private Wealth Management, LLC | 0.73% | New | 60,812 | $1.6M |
| Integrity Wealth Solutions LLC | 0.73% | Add +29.6% | 60,812 | $1.6M |
| Evoke Wealth, LLC | 0.03% | Add +15.1% | 60,112 | $1.6M |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -0.9% | 59,420 | $1.6M |
| Smartleaf Asset Management LLC | 0.10% | Add +7.1% | 59,461 | $1.6M |
| Roger Wittlin Investment Advisory, LLC | 0.88% | Reduce -16.6% | 59,283 | $1.6M |
| ORBA Wealth Advisors, L.L.C. | 1.31% | Add +0.7% | 59,181 | $1.6M |
| Money Concepts Capital Corp. | 0.10% | Add +25.2% | 59,156 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Add +4.8% | 58,733 | $1.6M |
| Element Wealth, LLC | 0.68% | Add +8.9% | 58,124 | $1.6M |
| Weaver Consulting Group | 0.38% | New | 56,301 | $1.5M |
| &partners | 0.01% | Add +25.8% | 55,677 | $1.5M |
| Oak Wealth Advisors LLC | 0.86% | Add +183.4% | 55,003 | $1.5M |
| Fiduciary Trust Co | 0.02% | New | 54,766 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +48.9% | 54,388 | $1.5M |
| NavPoint Financial, Inc. | 0.76% | Add +94.4% | 54,046 | $1.5M |
| Elevation Point Wealth Partners, LLC | 0.10% | New | 53,618 | $1.4M |
| Taylor & Morgan Wealth Management, LLC | 0.86% | Reduce -0.8% | 52,120 | $1.4M |
| IFP Advisors, Inc | 0.04% | Reduce -8.6% | 51,835 | $1.4M |
| Independent Financial Group, LLC | 0.03% | Reduce -11.6% | 51,600 | $1.4M |
| Gallacher Capital Management LLC | 0.55% | Reduce -10.5% | 51,508 | $1.4M |
| Crossmark Global Holdings, Inc. | 0.02% | Add +47.9% | 51,393 | $1.4M |
| Mid-American Wealth Advisory Group, Inc. | 0.61% | New | 51,234 | $1.4M |
| Cozad Asset Management Inc. | 0.11% | Add +76.3% | 51,041 | $1.4M |
| Members Advisory Group LLC | 0.47% | New | 49,711 | $1.3M |
| Synovus Financial Corp. | 0.02% | Add +7.2% | 49,593 | $1.3M |
| GSG Advisors LLC | 0.35% | Add +2.5% | 49,367 | $1.3M |
| Lionsbridge Wealth Management LLC | 1.26% | Add +23.2% | 47,623 | $1.3M |
| Nautilus Advisors LLC | 0.85% | Add +145.2% | 46,928 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Add +12.4% | 46,675 | $1.3M |
| Impact Partnership Wealth, LLC | 0.18% | Add +114.7% | 45,906 | $1.2M |
| Global Retirement Partners, LLC | 0.03% | Add +6.8% | 45,347 | $1.2M |
| Choreo, LLC | 0.02% | No change | 44,042 | $1.2M |
| Beacon Financial Planning, Inc. | 0.61% | Add +2.5% | 43,538 | $1.2M |
| WestHill Financial Advisors, Inc. | 0.22% | Add +8.0% | 42,701 | $1.1M |
| Summit Investment Advisory Services, LLC | 0.46% | Add +65.2% | 42,622 | $1.1M |
| Private Trust Co. NA | 0.10% | Add +190.9% | 42,116 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.13% | Add +102.6% | 40,966 | $1.1M |
| Moloney Securities Asset Management, LLC | 0.13% | Add +0.1% | 40,755 | $1.1M |
| Peterson Wealth Advisors, LLC | 0.16% | Reduce -17.7% | 39,206 | $1.0M |
| Richard P Slaughter Associates Inc | 0.22% | Reduce -17.5% | 38,838 | $1.0M |
| CGC Financial Services, LLC | 0.29% | Add +16.4% | 38,526 | $1.0M |
| AQR Capital Management | 0.00% | Add +4.2% | 38,215 | $1.0M |
| Avaii Wealth Management, LLC | 0.39% | Add +54.3% | 38,146 | $1.0M |
| Titleist Asset Management, LLC | 0.09% | Add +9.1% | 37,942 | $1.0M |
| Bluesphere Advisors LLC | 0.47% | Add +10.5% | 37,862 | $1.0M |
| SouthState Bank Corp | 0.04% | Reduce -14.4% | 35,851 | $962K |
| Resurgent Financial Advisors LLC | 0.47% | Add +110.2% | 35,702 | $958K |
| Ruggaard & Associates LLC | 0.35% | Add +15.9% | 34,706 | $932K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +20.6% | 33,395 | $896K |
| Alexander Labrunerie & Co., Inc. | 0.33% | Add +0.4% | 33,151 | $890K |
| Financial Connections Group, Inc. | 0.35% | Add +20.3% | 33,115 | $888K |
| Trademark Financial Management, LLC | 0.52% | Add +61.2% | 32,977 | $885K |
| Parsons Capital Management Inc. | 0.05% | Add +5.5% | 32,422 | $870K |
| Arbor Capital Management Inc. | 0.69% | Add +18.9% | 32,112 | $859K |
| Fortis Group Advisors, LLC | 0.15% | Reduce -1.0% | 31,891 | $857K |
| John W. Brooker & Co., CPAs | 1.74% | Reduce -6.2% | 31,882 | $856K |
| AdvisorNet Financial, Inc | 0.05% | Add +136.3% | 31,508 | $846K |
| AssuredPartners Investment Advisors, LLC | 0.19% | Add +0.4% | 31,151 | $836K |
| BlackRock, Inc. | 0.00% | Add +11.0% | 30,622 | $822K |
| Beckerman Institutional, LLC | 0.47% | Add +15.2% | 29,945 | $804K |
| Concord Wealth Partners | 0.11% | Add +10.5% | 29,659 | $796K |
| Tectonic Advisors LLC | 0.04% | Add +33.5% | 29,624 | $795K |
| CRA Financial Services, LLC | 0.11% | Add +36.2% | 29,582 | $794K |
| Prospera Financial Services Inc | 0.01% | Add +0.3% | 28,130 | $755K |
| Aptus Capital Advisors, LLC | 0.01% | Add +16.5% | 28,100 | $754K |
| MSH Capital Advisors LLC | 0.20% | Add +6.6% | 27,464 | $737K |
| Legacy Capital Wealth Partners, LLC | 0.16% | Reduce -2.6% | 27,167 | $729K |
| Manchester Capital Management LLC | 0.10% | Reduce -35.7% | 26,597 | $714K |
| Walter & Keenan Wealth Management LLC /in/ | 0.19% | Add +24.7% | 26,077 | $700K |
| Investment Advisory Group, LLC | 0.19% | Add +24.6% | 25,996 | $698K |
| Trek Financial, LLC | 0.04% | Add +119.2% | 25,092 | $673K |
| Means Investment Co., Inc. | 0.06% | Add +50.9% | 25,039 | $672K |
| Roof Eidam Maycock Peralta, LLC | 0.16% | Add +20.9% | 24,784 | $665K |
| Essex Bank | 0.15% | Add +95.4% | 24,173 | $649K |
| Medallion Wealth Advisors, LLC | 0.23% | Add +9.1% | 23,955 | $643K |
| Northwest Capital Management Inc | 0.63% | No change | 22,211 | $596K |
| Thrive Wealth Management, LLC | 0.09% | Add +40.3% | 22,159 | $595K |
| Palo Alto Wealth Advisors, LLC | 0.17% | Add +83.8% | 21,890 | $587K |
| TD Waterhouse Canada Inc. | 0.00% | Add +11.6% | 21,925 | $586K |
| Kozak & Associates, Inc. | 0.11% | Add +180.1% | 21,157 | $565K |
| Stage Harbor Financial, LLC | 0.41% | No change | 20,974 | $563K |
| Schmidt P J Investment Management Inc. | 0.09% | Reduce -0.6% | 20,809 | $559K |
| TD Capital Management LLC | 0.05% | Add +3.5% | 20,368 | $547K |
| Advisory Services Network, LLC | 0.01% | Add +0.2% | 20,287 | $545K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -0.0% | 20,210 | $542K |
| Old Mission Capital LLC | 0.02% | New | 20,091 | $539K |
| Lloyd Advisory Services, LLC. | 0.25% | Reduce -17.2% | 19,539 | $524K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +1.1% | 19,044 | $511K |
| Glen Eagle Advisors, LLC | 0.07% | Add +22.8% | 18,521 | $497K |
| FSC Wealth Advisors, LLC | 0.28% | Add +14.8% | 18,321 | $492K |
| Capital Advisors Wealth Management, LLC | 0.07% | New | 17,822 | $478K |
| Bank of Montreal | 0.00% | Add +31.9% | 17,345 | $466K |
| First Citizens Bank & Trust Co. | 0.01% | New | 17,251 | $463K |
| Authentikos Wealth Advisory, LLC | 0.30% | Add +4.0% | 16,905 | $454K |
| KMG Fiduciary Partners, LLC | 0.03% | Add +13.2% | 16,768 | $450K |
| BHK Investment Advisors, LLC | 0.17% | New | 16,681 | $448K |
| ACT Advisors, LLC. | 0.18% | Add +18.1% | 16,487 | $443K |
| Financial Insights, Inc. | 0.14% | No change | 16,179 | $434K |
| Colton Groome Financial Advisors, LLC | 0.13% | Add +25.6% | 16,028 | $430K |
| Sovran Advisors, LLC | 0.04% | Reduce -3.5% | 15,962 | $430K |
| SteelPeak Wealth, LLC | 0.01% | Add +30.5% | 15,918 | $427K |
| Arkadios Wealth Advisors | 0.01% | New | 15,828 | $425K |
| Leavell Investment Management, Inc. | 0.02% | New | 15,755 | $423K |
| Freedom Investment Management, Inc. | 0.11% | Reduce -80.9% | 15,394 | $413K |
| Oregon Pacific Wealth Management, LLC | 0.34% | Reduce -89.0% | 14,866 | $399K |
| Symphony Financial, Ltd. Co. | 0.05% | New | 14,801 | $397K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 14,623 | $392K |
| Donaldson Capital Management, LLC | 0.01% | New | 14,081 | $378K |
| Financial Synergies Wealth Advisors, Inc. | 0.04% | Add +22.6% | 14,013 | $376K |
| Lido Advisors, LLC | 0.00% | New | 13,905 | $373K |
| Objective Capital Management, LLC | 0.39% | Add +33.2% | 13,876 | $372K |
| Valmark Advisers, Inc. | 0.00% | New | 13,713 | $368K |
| Cetera Investment Advisers | 0.00% | Add +36.1% | 13,382 | $359K |
| Mercer Global Advisors Inc. | 0.00% | Add +7.1% | 13,178 | $354K |
| Lodestone Wealth Management LLC | 0.16% | Reduce -0.1% | 13,113 | $352K |
| Register Financial Advisors LLC | 0.14% | Reduce -10.3% | 13,045 | $350K |
| Channel Wealth LLC | 0.09% | New | 12,967 | $348K |
| Foundations Investment Advisors, LLC | 0.00% | New | 12,624 | $339K |
| Arrowroot Family Office, LLC | 0.13% | Add +1.3% | 12,583 | $338K |
| JSF Financial, LLC | 0.07% | Reduce -49.2% | 12,002 | $322K |
| Benedict Financial Advisors Inc. | 0.07% | No change | 11,945 | $321K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | New | 11,940 | $320K |
| First Foundation Advisors | 0.01% | New | 11,939 | $320K |
| Fortitude Financial, LLC | 0.26% | New | 11,676 | $313K |
| Howard Bailey Securities, LLC | 0.09% | Reduce -4.7% | 11,614 | $312K |
| Raleigh Capital Management Inc. | 0.12% | Reduce -5.4% | 11,533 | $310K |
| Magnolia Capital Advisors LLC | 0.08% | New | 11,409 | $306K |
| Quartz Partners, LLC | 0.11% | Reduce -18.3% | 11,353 | $305K |
| Nalls Sherbakoff Group, LLC | 0.20% | Add +220.1% | 11,192 | $300K |
| Studio Investment Management LLC | 0.06% | Add +24.3% | 11,099 | $298K |
| Thrivent Financial for Lutherans | 0.00% | New | 10,788 | $290K |
| Edge Financial Advisors LLC | 0.13% | New | 10,771 | $289K |
| Barnes Wealth Management Group, Inc | 0.16% | Add +2.8% | 10,730 | $288K |
| Arete Wealth Advisors, LLC | 0.02% | Add +0.9% | 10,548 | $283K |
| National Bank of Canada | 0.00% | Reduce -12.8% | 10,528 | $282K |
| WESPAC Advisors, LLC | 0.16% | New | 10,348 | $278K |
| Litman Gregory Wealth Management LLC | 0.02% | No change | 10,245 | $275K |
| Modern Wealth Management, LLC | 0.01% | New | 10,232 | $275K |
| Fourpath Capital Management, LLC | 0.04% | Reduce -8.8% | 10,202 | $274K |
| Jessup Wealth Management, Inc | 0.10% | New | 10,192 | $274K |
| Outlook Wealth Advisors, LLC | 0.07% | Reduce -3.4% | 10,125 | $272K |
| Advisor Resource Council | 0.36% | New | 9,989 | $268K |
| Focus Partners Wealth | 0.00% | New | 9,913 | $266K |
| Quad-Cities Investment Group, LLC | 0.11% | New | 9,737 | $261K |
| Financial Advocates Investment Management | 0.15% | Reduce -20.0% | 9,625 | $258K |
| Cape Investment Advisory, Inc. | 0.25% | Reduce -2.8% | 9,301 | $250K |
| Compound Planning, Inc. | 0.01% | Reduce -1.4% | 9,195 | $247K |
| Sigma Planning Corp | 0.01% | Reduce -20.2% | 9,167 | $246K |
| First PREMIER Bank | 0.06% | Add +26479.4% | 9,037 | $243K |
| Waterloo Capital, L.P. | 0.02% | Add +0.0% | 9,024 | $242K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 8,774 | $235K |
| Acorn Wealth Advisors, LLC | 0.07% | New | 8,505 | $228K |
| NewEdge Wealth, LLC | 0.00% | Reduce -50.5% | 8,502 | $227K |
| Goldstein Advisors, LLC | 0.03% | New | 8,401 | $225K |
| Perissos Private Wealth Management, LLC | 0.16% | New | 8,325 | $223K |
| Moneco Advisors, LLC | 0.02% | Add +9.4% | 8,320 | $223K |
| Clarus Wealth Advisors | 0.10% | Reduce -43.1% | 8,284 | $222K |
| Savant Capital, LLC | 0.00% | Reduce -3.5% | 8,143 | $219K |
| BridgePort Financial Solutions, LLC | 0.06% | No change | 8,058 | $216K |
| Stokes Family Office, LLC | 0.02% | New | 7,788 | $209K |
| World Equity Group, Inc. | 0.05% | Reduce -7.4% | 7,743 | $208K |
| Lanark Financial, Inc. | 0.02% | Reduce -0.2% | 7,635 | $205K |
| Kestra Investment Management, LLC | 0.01% | New | 7,498 | $201K |
| Ameriflex Group, Inc. | 0.07% | Reduce -72.4% | 7,396 | $199K |
| Strategic Wealth Partners, Ltd. | 0.01% | New | 7,197 | $193K |
| Future Financial Wealth Managment LLC | 0.10% | Reduce -0.5% | 5,999 | $161K |
| Cary Street Partners Investment Advisory LLC | 0.06% | No change | 5,666 | $152K |
| US Bancorp \de | 0.00% | Add +59.8% | 5,574 | $150K |
| Redwood Park Advisors LLC | 0.11% | No change | 5,500 | $148K |
| Cranbrook Wealth Management, LLC | 0.03% | New | 4,832 | $130K |
| Principal Securities, Inc. | 0.00% | Add +119.4% | 4,195 | $113K |
| Sunbelt Securities, Inc. | 0.01% | Add +3475.7% | 4,112 | $110K |
| Rockefeller Capital Management L.P. | 0.00% | New | 3,985 | $107K |
| Colonial Trust Co / SC | 0.01% | New | 3,800 | $102K |
| Founders Financial Alliance, LLC | 0.02% | New | 3,277 | $88K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -14.4% | 3,131 | $84K |
| Eastern Bank | 0.00% | No change | 2,511 | $67K |
| Texas Capital Bancshares Inc | 0.03% | New | 2,500 | $67K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,394 | $64K |
| MTM Investment Management, LLC | 0.02% | No change | 2,265 | $61K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -26.5% | 2,203 | $59K |
| Allworth Financial LP | 0.00% | Reduce -65.3% | 2,000 | $54K |
| Quest 10 Wealth Builders, Inc. | 0.05% | Reduce -1.3% | 1,908 | $51K |
| MPWM Advisory Solutions, LLC | 0.02% | Reduce -25.0% | 1,500 | $40K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 1,349 | $36K |
| Mather Group, Llc. | 0.00% | New | 1,177 | $32K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -29.6% | 1,134 | $30K |
| Dunhill Financial, LLC | 0.01% | New | 783 | $21K |
| Allianz Asset Management GmbH | 0.00% | Add +0.1% | 696 | $19K |
| Assetmark, Inc. | 0.00% | Add +3622.2% | 670 | $18K |
| CoreCap Advisors, LLC | 0.00% | Reduce -55.2% | 641 | $17K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Reduce -45.1% | 585 | $16K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.2% | 578 | $16K |
| Abich Financial Wealth Management LLC | 0.00% | — | 483 | $13K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 479 | $13K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 458 | $12K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 393 | $11K |
| HFM Investment Advisors, LLC | 0.00% | Reduce -3.7% | 392 | $11K |
| FSA Wealth Management LLC | 0.00% | New | 200 | $5K |
| Archer Investment Corp | 0.00% | New | 126 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | New | 86 | $2K |
| TD Private Client Wealth LLC | 0.00% | Reduce -11.8% | 75 | $2K |
| United Community Bank | 0.00% | New | 65 | $2K |
| Motco | 0.00% | New | 52 | $1K |
| CVA Family Office, LLC | 0.00% | New | 23 | $617 |
| GAMMA Investing LLC | 0.00% | New | 20 | $537 |
| Fortitude Family Office, LLC | 0.00% | No change | 12 | $322 |
"% of holder's portfolio" is PYLD's weight in each manager's 13F, not the share of PIMCO Multisector Bond Actv the manager owns.