PIMCO Multisector Bond ActvPYLDETF

13F holders, Q1 2026 (March 31)
648holders +71
93new positions
21sold out
4famous investors
$26.20avg. 13F price*

At the end of Q1 2026, 648 institutions reported holding PIMCO Multisector Bond Actv (PYLD) in their 13F filings, up 71 from Q4 2025. 93 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($604.9M), Morgan Stanley ($550.2M) and LPL Financial LLC ($471.8M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
PIMCO Multisector Bond Actv
Filed as
PIMCO ETF TR (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions93$804.8M
Exits21$112.2M

All 13F filers, Q4 2025 → Q1 2026: 98,556,789 shares bought and 15,634,261 shares sold, net +82,922,528 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 648 holders

Bank of America Corp. 0.04% Add +26.9% 23,087,966 $604.9M
Morgan Stanley 0.03% Add +22.7% 21,001,050 $550.2M
LPL Financial LLC 0.13% Add +23.5% 18,008,240 $471.8M
Charles Schwab Investment Management Inc. 0.06% New 15,013,101 $393.3M
Envestnet Asset Management Inc. 0.08% Add +106.7% 11,980,916 $313.9M
Sequoia Financial Advisors, LLC 1.62% Add +16.2% 10,994,877 $288.1M
HighTower Advisors, LLC 0.30% Add +16.3% 10,776,746 $282.4M
AE Wealth Management LLC 1.13% Add +22.6% 7,945,409 $208.2M
Advance Capital Management, Inc. 7.06% Add +44.7% 7,109,897 $186.3M
Wells Fargo & Company 0.04% Add +55.2% 6,902,314 $180.8M
Raymond James Financial Inc. 0.06% Add +24.4% 6,900,952 $180.8M
Retirement Planning Group, LLC 5.25% Add +12.1% 6,463,927 $169.4M
NewEdge Advisors, LLC 0.53% Add +7.6% 5,609,062 $147.0M
Cwm, LLC 0.34% Add +18.6% 5,004,693 $131.1M
UBS Group AG 0.02% Add +37.2% 4,729,391 $123.9M
United Capital Financial Advisors, LLC 0.74% Add +68.8% 4,591,369 $120.5M
TruWealth Advisors, LLC 5.33% Add +3.9% 4,230,096 $110.8M
Advocacy Wealth Management, LLC 4.55% Add +9.3% 3,923,285 $102.8M
Krilogy Financial LLC 3.20% Add +6.0% 3,746,931 $99.4M
GR Financial Group, LLC 30.30% Add +0.8% 3,486,390 $91.3M
WCG Wealth Advisors LLC 2.49% Reduce -2.5% 3,400,247 $89.1M
Stratos Wealth Partners, LTD. 0.99% Add +1968.4% 3,308,773 $86.7M
Destination Wealth Management 2.17% Add +5.4% 3,189,827 $83.6M
Horizon Investments, LLC 0.92% Add +34.1% 3,146,064 $81.7M
Jane Street Group, LLC 0.09% New 3,007,289 $78.8M
Confluence Wealth Services, Inc. 3.03% Add +26.6% 2,985,269 $78.2M
Royal Bank of Canada 0.01% Add +25.9% 2,884,315 $75.6M
Fragasso Financial Advisors Inc 4.27% Add +5.9% 2,698,950 $70.8M
Northwestern Mutual Wealth Management Co. 0.04% Add +43.2% 2,681,049 $70.2M
Commonwealth Equity Services, LLC 0.09% Reduce -18.9% 2,582,984 $67.7M
Summit Financial, LLC 0.83% Add +4.8% 2,496,913 $65.4M
Osaic Holdings, Inc. 0.09% Add +30.1% 2,455,082 $64.3M
Falcon Wealth Planning 4.23% Add +12.3% 2,368,640 $62.1M
Journey Advisory Group, LLC 5.17% New 2,300,083 $60.3M
State of New Jersey Common Pension Fund D 0.23% Add +50.0% 2,250,000 $59.0M
Bank of New York Mellon Corp 0.01% Add +2.7% 2,160,272 $56.6M
Family Investment Center, Inc. 10.75% Add +6.5% 2,132,136 $55.9M
Wealth Enhancement Advisory Services, LLC 0.12% Reduce -33.5% 2,129,910 $55.8M
Cetera Investment Advisers 0.05% Add +122.3% 1,948,993 $51.1M
Cambridge Investment Research Advisors, Inc. 0.13% Add +85.0% 1,907,116 $50.0M
Stratos Investment Management, LLC 1.97% Add +11.5% 1,879,439 $49.2M
RiverFront Investment Group, LLC 0.76% Add +1.1% 1,871,364 $49.0M
Apollon Wealth Management, LLC 0.79% Add +5.2% 1,857,495 $48.7M
Captrust Financial Advisors 0.08% Reduce -6.9% 1,848,347 $48.4M
Ritter Daniher Financial Advisory LLC / DE 7.77% Add +5.5% 1,748,353 $45.8M
GeoWealth Management, LLC 1.64% Add +4.7% 1,734,326 $45.4M
Prime Capital Investment Advisors, LLC 0.52% New 1,724,346 $45.2M
Ellenbecker Investment Group 6.05% Add +7.6% 1,713,359 $44.9M
Sunflower Bank, N.A. 11.35% Add +5.0% 1,699,658 $44.5M
Kensington Asset Management, LLC 2.41% Add +14.5% 1,690,431 $44.3M
Vickerman Investment Advisors, Inc. 9.00% Add +39.7% 1,635,109 $42.8M
Stifel Financial Corp. 0.04% Add +19.4% 1,599,316 $41.9M
HUB Investment Partners, LLC 1.02% Add +10.9% 1,597,029 $41.8M
Waterway Wealth Management, LLC 9.17% Add +11.7% 1,643,428 $41.5M
OneDigital Investment Advisors LLC 0.40% Add +14.6% 1,571,471 $41.2M
Corient Private Wealth LP 0.06% Add +64.8% 1,542,272 $40.1M
Private Advisor Group, LLC 0.19% Add +1.2% 1,512,486 $39.6M
Acorn Financial Advisory Services Inc. 5.41% Add +32.6% 1,506,547 $39.5M
Integrated Wealth Concepts LLC 0.31% Add +45.1% 1,484,641 $38.9M
RFG Holdings, Inc. 9.64% Add +25.0% 1,461,339 $38.3M
Stonebridge Financial Group, LLC 3.08% Add +17.3% 1,429,941 $37.5M
Independent Advisor Alliance 0.39% New 1,403,081 $36.8M
Wealth Alliance Advisory Group, LLC 5.45% Add +14.7% 1,313,829 $34.4M
Sheridan Capital Management, LLC 17.98% Add +11.2% 1,301,720 $34.1M
Wall Capital Group, Inc. 35.70% Add +4.9% 1,276,200 $33.4M
D.B. Root & Company, LLC 7.59% Add +4.9% 1,212,432 $31.8M
Mutual Advisors, LLC 0.68% Add +103.1% 1,208,360 $31.7M
Crestmont Private Wealth LLC 9.84% Add +4.5% 1,191,473 $31.2M
Aprio Wealth Management, LLC 1.69% Add +10.4% 1,183,917 $31.0M
Cardinal Point Capital Management ULC 1.90% Add +10.1% 1,183,801 $31.0M
Continuum Advisory, LLC 2.95% Add +9.5% 1,172,812 $30.7M
Visionary Wealth Advisors 1.35% Add +5.4% 1,162,463 $30.5M
Berger Financial Group, Inc 1.69% Add +8.5% 1,152,892 $30.2M
Bridgewealth Advisory Group, LLC 6.26% Add +9.7% 1,151,834 $30.2M
Janney Montgomery Scott LLC 0.07% Add +8.9% 1,150,882 $30.2M
Correct Capital Wealth Management 5.63% Add +1.7% 1,150,395 $30.1M
Jones Financial Companies LLLP 0.01% Add +70.8% 1,145,462 $29.7M
Intrua Financial, LLC 3.13% Add +17.9% 1,118,489 $29.3M
Pictet North America Advisors SA 2.90% Add +33.7% 1,115,181 $29.2M
Proficio Capital Partners LLC 1.54% Reduce -39.6% 1,100,009 $28.9M
Allen Capital Group, LLC 2.57% Add +54.0% 1,089,470 $28.5M
D.A. Davidson & Co. 0.17% Add +9.9% 1,088,644 $28.5M
Gateway Wealth Partners, LLC 1.06% Add +101.7% 1,038,649 $27.2M
Mason & Associates, LLC 5.92% Add +2.4% 986,924 $25.9M
Wealthcare Advisory Partners LLC 0.50% Add +22.7% 983,068 $25.8M
Drake & Associates, LLC 4.88% Add +10.0% 977,142 $25.6M
Essex Financial Services, Inc. 1.40% Add +17.1% 950,289 $24.9M
Gemmer Asset Management LLC 1.95% Add +7.8% 941,689 $24.7M
Sanchez Wealth Management Group 5.27% Add +3.3% 930,272 $24.4M
Orion Porfolio Solutions, LLC 0.20% Reduce -0.1% 907,672 $23.8M
EnRich Financial Partners LLC 6.27% Add +1.3% 902,753 $23.7M
Citadel Advisors 0.02% Add +121.0% 891,493 $23.4M
First Heartland Consultants, Inc. 1.78% Add +5.2% 888,723 $23.3M
Creative Capital Management Investments LLC 6.67% Add +11.4% 886,614 $23.2M
Annex Advisory Services, LLC 0.42% Add +126.9% 847,522 $22.2M
Trajan Wealth LLC 0.89% Add +1.3% 839,647 $22.0M
MinichMacGregor Wealth Management, LLC 3.86% Add +7.5% 834,932 $21.9M
Evergreen Capital Management LLC 0.47% Add +37.0% 829,645 $21.7M
Sanctuary Advisors, LLC 0.12% Add +26.8% 824,553 $21.6M
Eclectic Associates Inc. 2.84% Add +18.3% 817,680 $21.4M

"% 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 648 holders