PIMCO Multisector Bond ActvPYLDETF

13F holders, Q4 2025 (December 31)
577holders +102
95new positions
21sold out
4famous investors
$26.68avg. 13F price*

At the end of Q4 2025, 577 institutions reported holding PIMCO Multisector Bond Actv (PYLD) in their 13F filings, up 102 from Q3 2025. 95 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($485.3M), Morgan Stanley ($456.6M) and LPL Financial LLC ($389.1M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
PIMCO Multisector Bond Actv
Filed as
PIMCO ETF TR (Q4 2025)
CUSIP
72201R585
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 117Q1 2024Q2 2024: 162Q2 2024Q3 2024: 222Q3 2024Q4 2024: 312Q4 2024Q1 2025: 381Q1 2025Q2 2025: 421Q2 2025Q3 2025: 475Q3 2025Q4 2025: 577Q4 2025Q1 2026: 648Q1 2026Q2 2026: 692Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions95$351.9M
Exits21$43.0M

All 13F filers, Q3 2025 → Q4 2025: 66,883,677 shares bought and 7,280,919 shares sold, net +59,602,758 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 577 holders

Bank of America Corp. 0.04% Add +16.8% 18,191,468 $485.3M
Morgan Stanley 0.03% Add +33.6% 17,115,719 $456.6M
LPL Financial LLC 0.11% Add +34.3% 14,584,034 $389.1M
Sequoia Financial Advisors, LLC 1.41% Add +24.0% 9,459,806 $252.4M
HighTower Advisors, LLC 0.27% Add +8.8% 9,267,689 $247.3M
AE Wealth Management LLC 0.99% Add +36.0% 6,479,219 $172.9M
Envestnet Asset Management Inc. 0.05% Reduce -20.4% 5,797,316 $154.7M
Retirement Planning Group, LLC 5.06% Add +8.8% 5,768,470 $153.9M
Raymond James Financial Inc. 0.05% Add +48.0% 5,545,900 $148.0M
NewEdge Advisors, LLC 0.50% Add +11.7% 5,214,505 $139.1M
Advance Capital Management, Inc. 5.56% Add +36.3% 4,914,022 $131.1M
Wells Fargo & Company 0.02% Add +86.1% 4,447,879 $118.7M
Cwm, LLC 0.30% Add +36.6% 4,218,007 $112.5M
TruWealth Advisors, LLC 5.31% Add +5.6% 4,070,361 $108.6M
Advocacy Wealth Management, LLC 4.01% Add +8.8% 3,589,907 $95.8M
Krilogy Financial LLC 3.23% Add +7.9% 3,534,586 $94.9M
WCG Wealth Advisors LLC 2.61% Add +216.0% 3,486,174 $93.0M
GR Financial Group, LLC 20.74% Add +1.9% 3,459,393 $92.3M
UBS Group AG 0.02% Add +60.8% 3,445,967 $91.9M
Wealth Enhancement Advisory Services, LLC 0.12% Add +340.8% 3,200,786 $85.7M
Commonwealth Equity Services, LLC 0.11% Add +8.2% 3,187,018 $85.0M
Destination Wealth Management 2.11% Add +7.4% 3,026,139 $80.7M
United Capital Financial Advisors, LLC 0.44% Add +33.2% 2,719,807 $72.6M
Fragasso Financial Advisors Inc 4.12% Add +3.1% 2,547,521 $68.0M
Summit Financial, LLC 0.94% Add +10.0% 2,382,094 $63.9M
Confluence Wealth Services, Inc. 2.61% New 2,358,317 $62.9M
Horizon Investments, LLC 0.79% Add +2.5% 2,345,898 $62.6M
Royal Bank of Canada 0.01% Add +69.9% 2,291,412 $61.1M
Horizon Wealth Management, LLC 9.19% Add +4.8% 2,219,176 $59.2M
Falcon Wealth Planning 4.74% Add +7.5% 2,109,331 $56.3M
Bank of New York Mellon Corp 0.01% Add +4.1% 2,103,204 $56.1M
Family Investment Center, Inc. 10.78% Add +7.1% 2,001,272 $53.4M
Captrust Financial Advisors 0.10% Add +4.5% 1,986,057 $53.0M
Ocean Park Asset Management, LLC 2.44% Add +0.5% 1,948,900 $52.0M
Osaic Holdings, Inc. 0.07% Add +44.9% 1,886,532 $50.3M
Northwestern Mutual Wealth Management Co. 0.03% Add +167.1% 1,872,451 $50.0M
RiverFront Investment Group, LLC 0.81% Add +0.6% 1,850,133 $49.4M
Proficio Capital Partners LLC 3.41% Add +10.8% 1,822,484 $48.6M
Apollon Wealth Management, LLC 0.82% Add +3.6% 1,765,598 $47.1M
Stratos Investment Management, LLC 1.80% Add +1.9% 1,686,185 $45.0M
Ritter Daniher Financial Advisory LLC / DE 7.42% Add +33.3% 1,657,511 $44.2M
GeoWealth Management, LLC 1.63% Add +6.4% 1,656,516 $44.2M
Sunflower Bank, N.A. 10.88% New 1,618,877 $43.2M
Ellenbecker Investment Group 5.96% Add +8.2% 1,592,749 $42.5M
State of New Jersey Common Pension Fund D 0.14% New 1,500,000 $40.0M
Private Advisor Group, LLC 0.19% Reduce -9.3% 1,495,065 $39.9M
Kensington Asset Management, LLC 2.05% Add +2.3% 1,475,964 $39.6M
HUB Investment Partners, LLC 1.05% Add +2.5% 1,439,620 $38.4M
Waterway Wealth Management, LLC 8.48% Add +2.8% 1,470,829 $37.4M
OneDigital Investment Advisors LLC 0.36% Add +36.1% 1,370,816 $36.6M
Stifel Financial Corp. 0.03% Add +9.5% 1,339,979 $35.8M
Vigilare Wealth Management 12.01% Reduce -1.1% 1,338,450 $35.7M
Stonebridge Financial Group, LLC 2.78% Add +12.7% 1,219,417 $32.5M
Wall Capital Group, Inc. 30.92% — 1,217,001 $32.5M
Vickerman Investment Advisors, Inc. 6.24% Add +25.2% 1,170,518 $31.2M
Sheridan Capital Management, LLC 15.83% Add +8.0% 1,170,467 $31.2M
RFG Holdings, Inc. 7.82% Add +3.9% 1,169,134 $31.2M
D.B. Root & Company, LLC 7.52% Add +13.0% 1,155,534 $30.8M
Wealth Alliance Advisory Group, LLC 5.23% Add +9.8% 1,145,913 $30.6M
Crestmont Private Wealth LLC 9.88% Add +1.4% 1,139,651 $30.4M
Acorn Financial Advisory Services Inc. 4.47% New 1,136,102 $30.3M
Correct Capital Wealth Management 5.68% Add +6.3% 1,131,076 $30.2M
Visionary Wealth Advisors 1.33% Add +3.1% 1,103,129 $29.4M
Cardinal Point Capital Management ULC 1.88% Add +7.8% 1,074,809 $28.8M
Aprio Wealth Management, LLC 1.64% Add +6.7% 1,071,903 $28.6M
Continuum Advisory, LLC 2.86% Add +15.7% 1,071,146 $28.6M
Berger Financial Group, Inc 1.64% Add +3.5% 1,062,583 $28.3M
Janney Montgomery Scott LLC 0.06% Add +19.2% 1,056,937 $28.2M
Bridgewealth Advisory Group, LLC 6.18% Add +17.0% 1,049,826 $28.0M
Cambridge Investment Research Advisors, Inc. 0.07% Add +45.3% 1,030,793 $27.5M
Integrated Wealth Concepts LLC 0.32% Reduce -19.8% 1,023,498 $27.3M
Novem Group 3.12% Reduce -18.1% 1,010,085 $26.9M
D.A. Davidson & Co. 0.16% Add +176.8% 990,605 $26.4M
Mason & Associates, LLC 5.85% Add +19.6% 963,823 $25.7M
Intrua Financial, LLC 2.78% Add +8.0% 948,671 $25.3M
Corient Private Wealth LP 0.03% Add +208.4% 935,920 $25.0M
Mariner, LLC 0.03% Add +111.6% 914,233 $24.4M
Orion Porfolio Solutions, LLC 0.18% Reduce -2.2% 908,726 $24.2M
Sanchez Wealth Management Group 5.14% Reduce -1.8% 900,599 $24.0M
EnRich Financial Partners LLC 6.48% Add +5.1% 891,031 $23.8M
Drake & Associates, LLC 4.72% Add +8.7% 888,004 $23.7M
Cetera Investment Advisers 0.03% Add +6452.5% 876,857 $23.4M
Gemmer Asset Management LLC 1.79% Add +4.8% 873,115 $23.3M
Farther Finance Advisors, LLC 0.24% Add +310.4% 853,803 $22.8M
First Heartland Consultants, Inc. 1.71% Add +13.7% 844,578 $22.5M
Pictet North America Advisors SA 2.11% Reduce -23.1% 834,053 $22.3M
Trajan Wealth LLC 0.92% Add +0.4% 829,193 $22.1M
Thrivent Financial for Lutherans 0.04% Add +7570.8% 827,521 $22.1M
Essex Financial Services, Inc. 1.23% Add +29.4% 811,717 $21.7M
Wealthcare Advisory Partners LLC 0.42% Add +9.7% 800,980 $21.4M
Creative Capital Management Investments LLC 6.40% Add +10.8% 795,496 $21.2M
Schwallier Wealth Management LLC 13.45% Add +0.5% 784,081 $21.1M
Alliance Private Wealth, LLC 7.26% — 780,319 $20.9M
MinichMacGregor Wealth Management, LLC 3.75% Add +7.9% 776,394 $20.7M
Envestnet Portfolio Solutions, Inc. 0.07% Reduce -4.5% 767,391 $20.5M
Legacy Financial Advisors, Inc. 2.83% Add +8.2% 767,274 $20.5M
Members Advisory Group LLC 7.62% Add +1423.1% 757,167 $20.2M
Great Point Wealth Advisors, LLC 3.68% Add +20.6% 755,160 $20.1M
Symphony Financial Services, Inc. 10.32% Add +27.9% 754,685 $20.1M
Welch Group, LLC 0.76% New 735,021 $19.6M

"% of holder's portfolio" is PYLD's weight in each manager's 13F, not the share of PIMCO Multisector Bond Actv the manager owns.

Show all 577 holders