Vault-13

PIMCO ETF TR PYLD

MULTISECTOR BD · ETP · CUSIP 72201R585

424 institutional holders +40 vs Q1 2025
178,773,469178.8m shares reported held*
$4.7bnreported value*
60 new 263 added 81 reduced 20 sold out net bought ≈ $1.1bn (+41.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($13.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $26.54.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q2 23: 8Q3 23: 28Q4 23: 65Q1 24: 118Q2 24: 163Q3 24: 223Q4 24: 313Q1 25: 384Q2 25: 424424Q2 23Q4 23Q2 24Q4 24Q2 25
Numbers
QuarterHolders
Q2 20238
Q3 202328
Q4 202365
Q1 2024118
Q2 2024163
Q3 2024223
Q4 2024313
Q1 2025384
Q2 2025424

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 23: 23 bought or addedQ3 23: 4 cut or sold outQ4 23: 56 bought or addedQ4 23: 6 cut or sold outQ4 23Q1 24: 103 bought or addedQ1 24: 17 cut or sold outQ2 24: 142 bought or addedQ2 24: 24 cut or sold outQ2 24Q3 24: 182 bought or addedQ3 24: 38 cut or sold outQ4 24: 243 bought or addedQ4 24: 38 cut or sold outQ4 24Q1 25: 313 bought or addedQ1 25: 75 cut or sold outQ2 25: 323 bought or addedQ2 25: 101 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023234
Q4 2023566
Q1 202410317
Q2 202414224
Q3 202418238
Q4 202424338
Q1 202531375
Q2 2025323101

Biggest buyers

MORGAN STANLEY Added +3,657,313+3.7m
LPL Financial LLC Added +2,938,191+2.9m
Destination Wealth Management New +2,560,723+2.6m
BANK OF AMERICA CORP /DE/ Added +2,425,695+2.4m
ENVESTNET ASSET MANAGEMENT INC Added +2,417,746+2.4m
RiverFront Investment Group, LLC New +1,820,666+1.8m
ROYAL BANK OF CANADA Added +1,622,673+1.6m
AE Wealth Management LLC Added +1,364,400+1.4m
Kensington Asset Management, LLC Added +1,188,303+1.2m
RAYMOND JAMES FINANCIAL INC Added +1,166,083+1.2m

Biggest sellers

Aveo Capital Partners, LLC Sold out -1,445,972-1.4m
RENAISSANCE TECHNOLOGIES LLC Reduced -579,088-579.1k
Atria Wealth Solutions, Inc. Reduced -562,586-562.6k
NOVEM GROUP Reduced -452,058-452.1k
Beta Wealth Group, Inc. Reduced -422,311-422.3k
John W. Brooker & Co., CPAs Reduced -359,316-359.3k
GREAT VALLEY ADVISOR GROUP, INC. Reduced -177,061-177.1k
Ameritas Advisory Services, LLC Reduced -173,812-173.8k
Tidal Investments LLC Reduced -137,424-137.4k
Tennessee Valley Asset Management Partners Sold out -135,251-135.3k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 11,514,29711.5m $305.6m $305.6m 0.02% Added +2.4m +2,425,695
2 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 9,124,1299.1m $242.2m $242.2m 0.02% Added +3.7m +3,657,313
3 LPL Financial LLC 0.08% of their portfolio FORT MILL, SC 8,737,3258.7m $231.9m $231.9m 0.08% Added +2.9m +2,938,191
4 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 4,917,8744.9m $130.5m $130.5m 0.04% Added +2.4m +2,417,746
5 Retirement Planning Group, LLC 5.39% of their portfolio LEAWOOD, KS 4,777,4424.8m $126.8m $126.8m 5.39% Added +288.1k +288,106
6 AE Wealth Management LLC 0.88% of their portfolio TOPEKA, KS 4,531,4784.5m $120.3m $120.3m 0.88% Added +1.4m +1,364,400
7 Sequoia Financial Advisors, LLC 0.82% of their portfolio Akron, OH 4,528,5154.5m $120.2m $120.2m 0.82% Added +971.9k +971,867
8 HighTower Advisors, LLC 0.14% of their portfolio CHICAGO, IL 4,355,8264.4m $115.6m $115.6m 0.14% Added +299.4k +299,426
9 NewEdge Advisors, LLC 0.50% of their portfolio NEW ORLEANS, LA 3,640,1713.6m $96.6m $96.6m 0.50% Added +298.2k +298,220
10 Advocacy Wealth Management, LLC 5.25% of their portfolio ATLANTA, GA 3,225,5833.2m $85.6m $85.6m 5.25% Added +214.4k +214,363
11 GR FINANCIAL GROUP, LLC 20.68% of their portfolio TUCSON, AZ 3,187,2233.2m $84.6m $84.6m 20.68% Added +26.0k +25,962
12 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 2,749,1632.7m $73.0m $73.0m 0.03% Added +1.2m +1,166,083
13 Krilogy Financial LLC 3.98% of their portfolio ST. LOUIS, MO 2,611,8622.6m $69.3m $69.3m 3.98% Added +186.8k +186,797
14 TruWealth Advisors, LLC 3.77% of their portfolio Metairie, LA 2,578,0712.6m $68.4m $68.4m 3.77% Added +201.5k +201,533
15 Destination Wealth Management 1.99% of their portfolio Walnut Creek, CA 2,560,7232.6m $68.0m $68.0m 1.99% New
16 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 2,365,4982.4m $62.8m $62.8m 0.01% Added +1.6m +1,622,673
17 Fragasso Financial Advisors Inc 4.00% of their portfolio SEWICKLEY, PA 2,237,5222.2m $59.4m $59.4m 4.00% Added +388.7k +388,657
18 COMMONWEALTH EQUITY SERVICES, LLC 0.08% of their portfolio WALTHAM, MA 2,195,6672.2m $58.3m $58.3m 0.08% Added +419.0k +418,981
19 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 2,131,2052.1m $56.6m $56.6m 0.01% Added +994.4k +994,402
20 Advance Capital Management, Inc. 2.44% of their portfolio SOUTHFIELD, MI 2,026,5022.0m $53.8m $53.8m 2.44% Added +133.7k +133,677
21 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,911,5651.9m $50.7m $50.7m 0.01% Added +575.1k +575,071
22 RiverFront Investment Group, LLC 0.94% of their portfolio RICHMOND, VA 1,820,6661.8m $48.3m $48.3m 0.94% New
23 Falcon Wealth Planning 4.86% of their portfolio Ontario, CA 1,813,5671.8m $48.1m $48.1m 4.86% Added +70.3k +70,260
24 Stratos Investment Management, LLC 2.07% of their portfolio BEACHWOOD, OH 1,707,0451.7m $45.3m $45.3m 2.07% Added +321.7k +321,698
25 Apollon Wealth Management, LLC 0.88% of their portfolio MOUNT PLEASANT, SC 1,676,5651.7m $44.5m $44.5m 0.88% Reduced -71.9k -71,909
26 Family Investment Center, Inc. 9.97% of their portfolio Saint Joseph, MO 1,658,8621.7m $44.0m $44.0m 9.97% Added +21.6k +21,622
27 Horizon Investments, LLC 0.69% of their portfolio Charlotte, NC 1,650,2191.7m $43.4m $43.4m 0.69% Added +716.5k +716,496
28 CAPTRUST FINANCIAL ADVISORS 0.10% of their portfolio RALEIGH, NC 1,615,1931.6m $42.9m $42.9m 0.10% Added +190.7k +190,709
29 Kensington Asset Management, LLC 3.02% of their portfolio AUSTIN, TX 1,507,9541.5m $40.0m $40.0m 3.02% Added +1.2m +1,188,303
30 GeoWealth Management, LLC 1.50% of their portfolio CHICAGO, IL 1,444,4981.4m $38.3m $38.3m 1.50% Added +409.1k +409,080
31 Ellenbecker Investment Group 5.77% of their portfolio WAUKESHA, WI 1,345,1261.3m $35.7m $35.7m 5.77% Added +128.2k +128,216
32 HUB Investment Partners, LLC 1.24% of their portfolio AUSTIN, TX 1,340,0581.3m $35.6m $35.6m 1.24% Added +122.3k +122,258
33 CWM, LLC 0.13% of their portfolio OMAHA, NE 1,336,1151.3m $35.5m $35.5m 0.13% Added +913.6k +913,640
34 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,283,5371.3m $34.1m $34.1m 0.01% Reduced -26.5k -26,542
35 WCG Wealth Advisors LLC 2.08% of their portfolio LAS VEGAS, NV 1,210,8321.2m $32.1m $32.1m 2.08% Added +317.4k +317,351
36 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 1,138,2211.1m $30.2m $30.2m 0.05% Added +216.7k +216,707
37 Crestmont Private Wealth LLC 10.45% of their portfolio HOUSTON, TX 1,089,1991.1m $28.9m $28.9m 10.45% Added +9.5k +9,490
38 Wealth Alliance Advisory Group, LLC 5.21% of their portfolio Wichita, KS 1,030,4811.0m $27.3m $27.3m 5.21% Added +2.3k +2,298
39 Berger Financial Group, Inc 1.74% of their portfolio PLYMOUTH, MN 1,012,1511.0m $26.9m $26.9m 1.74% Added +13.6k +13,649
40 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 1,008,7501.0m $26.8m $26.8m 0.03% Added +487.8k +487,810
41 Beta Wealth Group, Inc. 9.70% of their portfolio SAN DIEGO, CA 998,394998.4k $26.5m $26.5m 9.70% Reduced -422.3k -422,311
42 Pictet North America Advisors SA 2.61% of their portfolio GENEVA 73, V8 981,818981.8k $26.1m $26.1m 2.61% Added +564.0k +563,978
43 RFG Holdings, Inc. 7.30% of their portfolio Argyle, TX 949,485949.5k $25.2m $25.2m 7.30% Added +95.3k +95,313
44 CORRECT CAPITAL WEALTH MANAGEMENT 4.88% of their portfolio CLAYTON, MO 943,674943.7k $25.0m $25.0m 4.88% Added +6.6k +6,604
45 Visionary Wealth Advisors 1.25% of their portfolio O'FALLON, IL 920,747920.7k $24.4m $24.4m 1.25% Added +469.8k +469,848
46 Cardinal Point Capital Management ULC 1.92% of their portfolio TORONTO, A6 914,827914.8k $24.3m $24.3m 1.92% Added +41.5k +41,497
47 Vickerman Investment Advisors, Inc. 5.17% of their portfolio SPOKANE, WA 906,592906.6k $24.1m $24.1m 5.17% Added +9.3k +9,314
48 Ritter Daniher Financial Advisory LLC / DE 5.84% of their portfolio CINCINNATI, OH 896,405896.4k $23.8m $23.8m 5.84% Added +81.4k +81,428
49 OneDigital Investment Advisors LLC 0.26% of their portfolio OVERLAND PARK, KS 888,534888.5k $23.6m $23.6m 0.26% Added +85.4k +85,380
50 Sanchez Wealth Management Group 5.51% of their portfolio JACKSONVILLE, FL 860,892860.9k $22.8m $22.8m 5.51% Added +66.2k +66,235
51 Aprio Wealth Management, LLC 2.55% of their portfolio ATLANTA, GA 851,162851.2k $22.6m $22.6m 2.55% Added +498.8k +498,780
52 Intrua Financial, LLC 3.24% of their portfolio Houston, TX 851,078851.1k $22.6m $22.6m 3.24% Added +346.1k +346,109
53 EnRich Financial Partners LLC 6.78% of their portfolio MADISON, WI 832,737832.7k $22.1m $22.1m 6.78% Added +32.1k +32,074
54 Bridgewealth Advisory Group, LLC 5.55% of their portfolio Fresno, CA 823,280823.3k $21.8m $21.8m 5.55% Added +620.9k +620,861
55 Mason & Associates, LLC 5.37% of their portfolio NEWPORT NEWS, VA 805,998806.0k $21.4m $21.4m 5.37% Added +213.7k +213,651
56 Gemmer Asset Management LLC 1.87% of their portfolio WALNUT CREEK, CA 794,814794.8k $21.1m $21.1m 1.87% Added +31.6k +31,613
57 Orion Porfolio Solutions, LLC 0.18% of their portfolio OMAHA, NE 789,415789.4k $21.0m $21.0m 0.18% Added +343.9k +343,860
58 Stonebridge Financial Group, LLC 2.02% of their portfolio Wormleysburg, PA 784,273784.3k $20.8m $20.8m 2.02% Added +648.7k +648,674
59 Continuum Advisory, LLC 2.47% of their portfolio EAGLE, ID 772,936772.9k $20.5m $20.5m 2.47% Added +159.1k +159,145
60 Schwallier Wealth Management LLC 11.91% of their portfolio GRAND RAPIDS, MI 734,081734.1k $19.5m $19.5m 11.91% Added +191.7k +191,663
61 Ocean Park Asset Management, LLC 0.68% of their portfolio SANTA MONICA, CA 722,305722.3k $19.0m $19.0m 0.68% Unchanged
62 MinichMacGregor Wealth Management, LLC 4.07% of their portfolio Saratoga Springs, NY 717,512717.5k $19.0m $19.0m 4.07% Reduced -420 -420
63 First Heartland Consultants, Inc. 1.69% of their portfolio LAKE ST. LOUIS, MO 714,933714.9k $19.0m $19.0m 1.69% Added +46.8k +46,786
64 Trajan Wealth LLC 0.92% of their portfolio SCOTTSDALE, AZ 705,225705.2k $18.7m $18.7m 0.92% Reduced -15.9k -15,872
65 Creative Capital Management Investments LLC 6.19% of their portfolio SAN DIEGO, CA 652,040652.0k $17.3m $17.3m 6.19% Added +33.0k +33,009
66 Private Advisor Group, LLC 0.09% of their portfolio MORRISTOWN, NJ 645,559645.6k $17.1m $17.1m 0.09% Added +391.3k +391,270
67 Blue Investment Partners LLC 5.88% of their portfolio ALAMO, CA 631,855631.9k $16.8m $16.8m 5.88% Added +41.8k +41,764
68 Waterway Wealth Management, LLC 5.02% of their portfolio THE WOODLANDS, TX 625,339625.3k $16.6m $16.6m 5.02% Added +49.3k +49,259
69 Fortress Wealth Management, Inc. 7.90% of their portfolio Culver City, CA 617,511617.5k $16.4m $16.4m 7.90% Added +38.5k +38,500
70 DAHRING | CUSMANO LLC 12.67% of their portfolio NOVI, MI 612,937612.9k $16.3m $16.3m 12.67% Added +26.1k +26,120
71 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 607,150607.1k $16.1m $16.1m 0.05% Added +226.8k +226,848
72 LHM, INC. 5.28% of their portfolio Sandy, UT 600,189600.2k $15.9m $15.9m 5.28% Added +487.7k +487,688
73 Allen Capital Group, LLC 1.65% of their portfolio GRAND ISLAND, NE 596,298596.3k $15.8m $15.8m 1.65% Added +74.0k +73,977
74 NOVEM GROUP 2.00% of their portfolio Rochester, NY 594,815594.8k $15.8m $15.8m 2.00% Reduced -452.1k -452,058
75 Astor Investment Management LLC 8.41% of their portfolio CHICAGO, IL 586,699586.7k $15.6m $15.6m 8.41% Reduced -32.4k -32,428
76 Pinnacle Wealth Management, LLC 12.92% of their portfolio ROSEVILLE, CA 582,073582.1k $15.4m $15.4m 12.92% Reduced -22.6k -22,631
77 CreativeOne Wealth, LLC 0.40% of their portfolio OVERLAND PARK, KS 573,215573.2k $15.2m $15.2m 0.40% Added +36.9k +36,872
78 Envestnet Portfolio Solutions, Inc. 0.06% of their portfolio BERWYN, PA 567,539567.5k $15.1m $15.1m 0.06% Added +293.8k +293,793
79 Sanctuary Advisors, LLC 0.09% of their portfolio INDIANAPOLIS, IN 565,722565.7k $15.0m $15.0m 0.09% Added +55.5k +55,450
80 Legacy Financial Advisors, Inc. 2.34% of their portfolio COVINGTON, KY 565,023565.0k $15.0m $15.0m 2.34% Added +12.9k +12,860
81 Symphony Financial Services, Inc. 8.68% of their portfolio AKRON, OH 547,277547.3k $14.5m $14.5m 8.68% Reduced -2.2k -2,243
82 LexAurum Advisors, LLC 2.28% of their portfolio OVERLAND PARK, KS 543,232543.2k $14.4m $14.4m 2.28% Added +525.6k +525,643
83 CASTLE WEALTH MANAGEMENT LLC 5.21% of their portfolio BOYNTON BEACH, FL 540,802540.8k $14.4m $14.4m 5.21% Added +30.1k +30,078
84 Financial Futures Ltd Liability Co. 7.43% of their portfolio BRIELLE, NJ 522,165522.2k $13.9m $13.9m 7.43% Reduced -80.0k -80,028
85 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 514,100514.1k $13.6m $13.6m 0.04% Added +270.5k +270,485
86 Essex Financial Services, Inc. 0.87% of their portfolio ESSEX, CT 497,082497.1k $13.2m $13.2m 0.87% Added +115.5k +115,504
87 CREATIVE FINANCIAL DESIGNS INC /ADV 0.95% of their portfolio KOKOMO, IN 496,783496.8k $13.2m $13.2m 0.95% New
88 Bare Financial Services, Inc 4.28% of their portfolio GAP, PA 478,385478.4k $12.7m $12.7m 4.28% Added +14.1k +14,123
89 Kelman-Lazarov, Inc. 2.02% of their portfolio MEMPHIS, TN 470,822470.8k $12.5m $12.5m 2.02% Reduced -44.7k -44,663
90 ABLE Financial Group, LLC 3.01% of their portfolio SCOTTSDALE, AZ 469,540469.5k $12.5m $12.5m 3.01% Added +21.7k +21,743
91 FIRST AMERICAN TRUST, FSB 0.99% of their portfolio SANTA ANA, CA 466,874466.9k $12.4m $12.4m 0.99% Added +191.8k +191,827
92 EQ WEALTH ADVISORS, LLC 7.98% of their portfolio DALLAS, TX 441,020441.0k $11.7m $11.7m 7.98% Added +181.7k +181,743
93 Farther Finance Advisors, LLC 0.23% of their portfolio SAN FRANCISCO, CA 438,300438.3k $11.6m $11.6m 0.23% Added +293.9k +293,875
94 VICTORY FINANCIAL GROUP, LLC 1.79% of their portfolio AUSTIN, TX 424,814424.8k $11.3m $11.3m 1.79% Added +7.6k +7,578
95 RIVERCHASE WEALTH MANAGEMENT, LLC 6.87% of their portfolio Flower Mound, TX 407,746407.7k $10.8m $10.8m 6.87% Added +52.0k +51,954
96 Econ Financial Services Corp 5.50% of their portfolio HARRISBURG, PA 402,204402.2k $10.7m $10.7m 5.50% Added +41.7k +41,663
97 VICUS CAPITAL 0.88% of their portfolio STATE COLLEGE, PA 399,620399.6k $10.6m $10.6m 0.88% Added +323.8k +323,820
98 Hutchens & Kramer Investment Management Group, LLC 4.77% of their portfolio CARMEL, IN 393,959394.0k $10.4m $10.4m 4.77% Added +141.2k +141,202
99 Base Wealth Management LLC 6.53% of their portfolio LAKEWOOD RANCH, FL 383,973384.0k $10.2m $10.2m 6.53% Added +48.7k +48,660
100 Larson Financial Group LLC 0.41% of their portfolio ST LOUIS, MO 383,736383.7k $10.2m $10.2m 0.41% Added +299.8k +299,813