Vault-13

PIMCO ETF TR PYLD

MULTISECTOR BD · ETP · CUSIP 72201R585

477 institutional holders +53 vs Q2 2025
244,405,870244.4m shares reported held*
$6.6bnreported value*
81 new 302 added 73 reduced 21 sold out net bought ≈ $1.8bn (+67.6m 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 ($42.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $26.83.

Trends to Q3 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: 424Q3 25: 477477Q2 23Q4 23Q2 24Q4 24Q2 25Q3 25
Numbers
QuarterHolders
Q2 20238
Q3 202328
Q4 202365
Q1 2024118
Q2 2024163
Q3 2024223
Q4 2024313
Q1 2025384
Q2 2025424
Q3 2025477

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q4 23: 56 bought or addedQ4 23: 6 cut or sold outQ1 24: 103 bought or addedQ1 24: 17 cut or sold outQ1 24Q2 24: 142 bought or addedQ2 24: 24 cut or sold outQ3 24: 182 bought or addedQ3 24: 38 cut or sold outQ3 24Q4 24: 243 bought or addedQ4 24: 38 cut or sold outQ1 25: 313 bought or addedQ1 25: 75 cut or sold outQ1 25Q2 25: 323 bought or addedQ2 25: 101 cut or sold outQ3 25: 383 bought or addedQ3 25: 94 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023566
Q1 202410317
Q2 202414224
Q3 202418238
Q4 202424338
Q1 202531375
Q2 2025323101
Q3 202538394

Biggest buyers

HighTower Advisors, LLC Added +4,160,437+4.2m
BANK OF AMERICA CORP /DE/ Added +4,059,150+4.1m
MORGAN STANLEY Added +3,682,958+3.7m
Sequoia Financial Advisors, LLC Added +3,099,332+3.1m
ENVESTNET ASSET MANAGEMENT INC Added +2,368,593+2.4m
Summit Financial, LLC New +2,166,337+2.2m
LPL Financial LLC Added +2,118,811+2.1m
Horizon Wealth Management, LLC New +2,116,818+2.1m
UNITED CAPITAL FINANCIAL ADVISORS, LLC New +2,041,568+2.0m
CWM, LLC Added +1,752,168+1.8m

Biggest sellers

ROYAL BANK OF CANADA Reduced -1,016,930-1.0m
Beta Wealth Group, Inc. Reduced -404,206-404.2k
CITADEL ADVISORS LLC Sold out -321,240-321.2k
TOUNJIAN ADVISORY PARTNERS, LLC Reduced -242,826-242.8k
Farther Finance Advisors, LLC Reduced -230,266-230.3k
MISSION WEALTH MANAGEMENT, LP Reduced -167,263-167.3k
Oregon Pacific Wealth Management, LLC Reduced -120,474-120.5k
CreativeOne Wealth, LLC Reduced -111,015-111.0k
Bank of New York Mellon Corp Reduced -110,721-110.7k
WCG Wealth Advisors LLC Reduced -107,538-107.5k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 15,573,44715.6m $418.0m $418.0m 0.03% Added +4.1m +4,059,150
2 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 12,807,08712.8m $343.7m $343.7m 0.02% Added +3.7m +3,682,958
3 LPL Financial LLC 0.09% of their portfolio FORT MILL, SC 10,856,13610.9m $291.4m $291.4m 0.09% Added +2.1m +2,118,811
4 HighTower Advisors, LLC 0.26% of their portfolio CHICAGO, IL 8,516,2638.5m $228.6m $228.6m 0.26% Added +4.2m +4,160,437
5 Sequoia Financial Advisors, LLC 1.25% of their portfolio Akron, OH 7,627,8477.6m $204.7m $204.7m 1.25% Added +3.1m +3,099,332
6 ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio Berwyn, PA 7,286,4677.3m $195.6m $195.6m 0.06% Added +2.4m +2,368,593
7 Retirement Planning Group, LLC 4.94% of their portfolio LEAWOOD, KS 5,301,9505.3m $142.3m $142.3m 4.94% Added +524.5k +524,508
8 AE Wealth Management LLC 0.81% of their portfolio TOPEKA, KS 4,762,7164.8m $127.8m $127.8m 0.81% Added +231.2k +231,238
9 NewEdge Advisors, LLC 0.57% of their portfolio NEW ORLEANS, LA 4,669,6994.7m $125.3m $125.3m 0.57% Added +1.0m +1,029,528
10 TruWealth Advisors, LLC 5.23% of their portfolio Metairie, LA 3,855,9613.9m $103.5m $103.5m 5.23% Added +1.3m +1,277,890
11 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 3,746,2183.7m $100.5m $100.5m 0.03% Added +997.1k +997,055
12 Advance Capital Management, Inc. 4.20% of their portfolio SOUTHFIELD, MI 3,606,3683.6m $96.8m $96.8m 4.20% Added +1.6m +1,579,866
13 GR FINANCIAL GROUP, LLC 21.06% of their portfolio TUCSON, AZ 3,393,6753.4m $91.1m $91.1m 21.06% Added +206.5k +206,452
14 Advocacy Wealth Management, LLC 3.85% of their portfolio ATLANTA, GA 3,300,3903.3m $88.6m $88.6m 3.85% Added +74.8k +74,807
15 Krilogy Financial LLC 3.29% of their portfolio ST. LOUIS, MO 3,276,6703.3m $87.6m $87.6m 3.29% Added +664.8k +664,808
16 CWM, LLC 0.25% of their portfolio OMAHA, NE 3,088,2833.1m $82.9m $82.9m 0.25% Added +1.8m +1,752,168
17 COMMONWEALTH EQUITY SERVICES, LLC 0.10% of their portfolio WALTHAM, MA 2,945,0442.9m $79.0m $79.0m 0.10% Added +749.4k +749,377
18 Destination Wealth Management 2.08% of their portfolio Walnut Creek, CA 2,816,7072.8m $75.6m $75.6m 2.08% Added +256.0k +255,984
19 Fragasso Financial Advisors Inc 4.12% of their portfolio SEWICKLEY, PA 2,469,6572.5m $66.0m $66.0m 4.12% Added +232.1k +232,135
20 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 2,389,5922.4m $64.1m $64.1m 0.01% Added +1.1m +1,106,055
21 Horizon Investments, LLC 0.80% of their portfolio Charlotte, NC 2,287,9372.3m $60.8m $60.8m 0.80% Added +637.7k +637,718
22 Summit Financial, LLC 0.89% of their portfolio PARSIPPANY, NJ 2,166,3372.2m $58.1m $58.1m 0.89% New
23 UBS Group AG 0.01% of their portfolio ZURICH, V8 2,143,1562.1m $57.5m $57.5m 0.01% Added +231.6k +231,591
24 Horizon Wealth Management, LLC 8.34% of their portfolio LA GRANGE, IL 2,116,8182.1m $56.8m $56.8m 8.34% New
25 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.39% of their portfolio IRVING, TX 2,041,5682.0m $54.8m $54.8m 0.39% New
26 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 2,020,4842.0m $54.2m $54.2m 0.01% Reduced -110.7k -110,721
27 Falcon Wealth Planning 4.73% of their portfolio Ontario, CA 1,961,6122.0m $52.6m $52.6m 4.73% Added +148.0k +148,045
28 Ocean Park Asset Management, LLC 2.14% of their portfolio SANTA MONICA, CA 1,938,8001.9m $52.0m $52.0m 2.14% Added +1.2m +1,216,495
29 CAPTRUST FINANCIAL ADVISORS 0.10% of their portfolio RALEIGH, NC 1,899,6791.9m $51.0m $51.0m 0.10% Added +284.5k +284,486
30 Family Investment Center, Inc. 10.41% of their portfolio Saint Joseph, MO 1,867,9821.9m $50.1m $50.1m 10.41% Added +209.1k +209,120
31 RiverFront Investment Group, LLC 0.87% of their portfolio RICHMOND, VA 1,838,3851.8m $49.3m $49.3m 0.87% Added +17.7k +17,719
32 Apollon Wealth Management, LLC 0.81% of their portfolio MOUNT PLEASANT, SC 1,704,4531.7m $45.7m $45.7m 0.81% Added +27.9k +27,888
33 Stratos Investment Management, LLC 1.83% of their portfolio BEACHWOOD, OH 1,654,4691.7m $44.4m $44.4m 1.83% Reduced -52.6k -52,576
34 Private Advisor Group, LLC 0.22% of their portfolio MORRISTOWN, NJ 1,648,3411.6m $44.2m $44.2m 0.22% Added +1.0m +1,002,782
35 Proficio Capital Partners LLC 3.03% of their portfolio NEWTON, MA 1,644,6361.6m $44.1m $44.1m 3.03% Added +1.5m +1,529,816
36 GeoWealth Management, LLC 1.52% of their portfolio CHICAGO, IL 1,556,4391.6m $41.8m $41.8m 1.52% Added +111.9k +111,941
37 Ellenbecker Investment Group 5.83% of their portfolio WAUKESHA, WI 1,472,1091.5m $39.5m $39.5m 5.83% Added +127.0k +126,983
38 Kensington Asset Management, LLC 2.32% of their portfolio AUSTIN, TX 1,443,3551.4m $38.7m $38.7m 2.32% Reduced -64.6k -64,599
39 Waterway Wealth Management, LLC 8.75% of their portfolio THE WOODLANDS, TX 1,431,3881.4m $36.7m $36.7m 8.75% Added +806.0k +806,049
40 HUB Investment Partners, LLC 1.39% of their portfolio AUSTIN, TX 1,404,9861.4m $37.7m $37.7m 1.39% Added +64.9k +64,928
41 Vigilare Wealth Management 12.58% of their portfolio SCOTTSDALE, AZ 1,352,7571.4m $36.3m $36.3m 12.58% New
42 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,348,5681.3m $36.2m $36.2m 0.01% Reduced -1.0m -1,016,930
43 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 1,302,3131.3m $34.9m $34.9m 0.05% Added +164.1k +164,092
44 Integrated Wealth Concepts LLC 0.31% of their portfolio WALTHAM, MA 1,275,6401.3m $34.2m $34.2m 0.31% Added +939.1k +939,080
45 Ritter Daniher Financial Advisory LLC / DE 5.88% of their portfolio CINCINNATI, OH 1,243,8761.2m $33.4m $33.4m 5.88% Added +347.5k +347,471
46 NOVEM GROUP 3.94% of their portfolio Rochester, NY 1,233,0391.2m $33.1m $33.1m 3.94% Added +638.2k +638,224
47 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 1,223,8071.2m $32.8m $32.8m 0.03% Added +215.1k +215,057
48 RFG Holdings, Inc. 7.79% of their portfolio Argyle, TX 1,124,8721.1m $30.2m $30.2m 7.79% Added +175.4k +175,387
49 Crestmont Private Wealth LLC 9.97% of their portfolio HOUSTON, TX 1,124,2901.1m $30.2m $30.2m 9.97% Added +35.1k +35,091
50 WCG Wealth Advisors LLC 1.86% of their portfolio LAS VEGAS, NV 1,103,2941.1m $29.6m $29.6m 1.86% Reduced -107.5k -107,538
51 Pictet North America Advisors SA 2.73% of their portfolio GENEVA 73, V8 1,084,8341.1m $29.1m $29.1m 2.73% Added +103.0k +103,016
52 Sheridan Capital Management, LLC 15.36% of their portfolio San Rafael, CA 1,083,5801.1m $29.1m $29.1m 15.36% Added +975.6k +975,632
53 Stonebridge Financial Group, LLC 2.56% of their portfolio Wormleysburg, PA 1,082,5081.1m $29.1m $29.1m 2.56% Added +298.2k +298,235
54 Sanctuary Advisors, LLC 0.09% of their portfolio INDIANAPOLIS, IN 1,072,3921.1m $28.5m $28.5m 0.09% Added +506.7k +506,670
55 Visionary Wealth Advisors 1.34% of their portfolio O'FALLON, IL 1,069,8331.1m $28.7m $28.7m 1.34% Added +149.1k +149,086
56 CORRECT CAPITAL WEALTH MANAGEMENT 5.26% of their portfolio CLAYTON, MO 1,063,8971.1m $28.6m $28.6m 5.26% Added +120.2k +120,223
57 Wealth Alliance Advisory Group, LLC 5.05% of their portfolio Wichita, KS 1,043,8441.0m $28.0m $28.0m 5.05% Added +13.4k +13,363
58 Berger Financial Group, Inc 1.65% of their portfolio PLYMOUTH, MN 1,027,1851.0m $27.6m $27.6m 1.65% Added +15.0k +15,034
59 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 1,024,1741.0m $27.5m $27.5m 0.00% Added +943.2k +943,164
60 D.B. Root & Company, LLC 6.96% of their portfolio PITTSBURGH, PA 1,022,4071.0m $27.4m $27.4m 6.96% Added +896.5k +896,547
61 OneDigital Investment Advisors LLC 0.28% of their portfolio OVERLAND PARK, KS 1,007,0541.0m $27.0m $27.0m 0.28% Added +118.5k +118,520
62 Aprio Wealth Management, LLC 2.68% of their portfolio ATLANTA, GA 1,004,3361.0m $27.0m $27.0m 2.68% Added +153.2k +153,174
63 Cardinal Point Capital Management ULC 1.86% of their portfolio TORONTO, A6 997,175997.2k $26.6m $26.6m 1.86% Added +82.3k +82,348
64 Vickerman Investment Advisors, Inc. 5.08% of their portfolio SPOKANE, WA 935,204935.2k $25.1m $25.1m 5.08% Added +28.6k +28,612
65 Orion Porfolio Solutions, LLC 0.19% of their portfolio OMAHA, NE 929,515929.5k $24.9m $24.9m 0.19% Added +140.1k +140,100
66 Continuum Advisory, LLC 2.63% of their portfolio EAGLE, ID 926,235926.2k $24.9m $24.9m 2.63% Added +153.3k +153,299
67 Sanchez Wealth Management Group 5.47% of their portfolio JACKSONVILLE, FL 917,424917.4k $24.6m $24.6m 5.47% Added +56.5k +56,532
68 Bridgewealth Advisory Group, LLC 5.58% of their portfolio Fresno, CA 897,031897.0k $24.1m $24.1m 5.58% Added +73.8k +73,751
69 Janney Montgomery Scott LLC 0.06% of their portfolio PHILADELPHIA, PA 886,905886.9k $23.8m $23.8m 0.06% Added +372.8k +372,805
70 Intrua Financial, LLC 2.76% of their portfolio Houston, TX 878,178878.2k $23.6m $23.6m 2.76% Added +27.1k +27,100
71 EnRich Financial Partners LLC 6.47% of their portfolio MADISON, WI 847,467847.5k $22.7m $22.7m 6.47% Added +14.7k +14,730
72 Gemmer Asset Management LLC 1.81% of their portfolio WALNUT CREEK, CA 833,283833.3k $22.4m $22.4m 1.81% Added +38.5k +38,469
73 Trajan Wealth LLC 0.96% of their portfolio SCOTTSDALE, AZ 825,793825.8k $22.2m $22.2m 0.96% Added +120.6k +120,568
74 Drake & Associates, LLC 4.57% of their portfolio WAUKESHA, WI 817,074817.1k $21.8m $21.8m 4.57% New
75 Beacon Capital Management, Inc. 1.03% of their portfolio DAYTON, OH 807,332807.3k $21.7m $21.7m 1.03% New
76 Mason & Associates, LLC 5.37% of their portfolio NEWPORT NEWS, VA 805,998806.0k $21.4m $21.4m 5.37% Unchanged
77 Envestnet Portfolio Solutions, Inc. 0.08% of their portfolio BERWYN, PA 803,876803.9k $21.6m $21.6m 0.08% Added +236.3k +236,337
78 Schwallier Wealth Management LLC 13.08% of their portfolio GRAND RAPIDS, MI 780,572780.6k $21.0m $21.0m 13.08% Added +46.5k +46,491
79 First Heartland Consultants, Inc. 1.61% of their portfolio LAKE ST. LOUIS, MO 742,653742.7k $19.9m $19.9m 1.61% Added +27.7k +27,720
80 Wealthcare Advisory Partners LLC 0.41% of their portfolio WEST CHESTER, PA 730,390730.4k $19.6m $19.6m 0.41% Added +632.1k +632,089
81 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 726,080726.1k $19.4m $19.4m 0.03% Added +353.5k +353,455
82 MinichMacGregor Wealth Management, LLC 3.77% of their portfolio Saratoga Springs, NY 719,299719.3k $19.3m $19.3m 3.77% Added +1.8k +1,787
83 Creative Capital Management Investments LLC 6.16% of their portfolio SAN DIEGO, CA 717,961718.0k $19.3m $19.3m 6.16% Added +65.9k +65,921
84 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 709,369709.4k $19.0m $19.0m 0.05% Added +102.2k +102,219
85 Legacy Financial Advisors, Inc. 2.62% of their portfolio COVINGTON, KY 709,267709.3k $19.0m $19.0m 2.62% Added +144.2k +144,244
86 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 701,141701.1k $18.8m $18.8m 0.01% New
87 RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio NEW YORK, NY 671,209671.2k $18.0m $18.0m 0.02% Added +420.2k +420,201
88 LexAurum Advisors, LLC 2.49% of their portfolio OVERLAND PARK, KS 653,090653.1k $17.5m $17.5m 2.49% Added +109.9k +109,858
89 Allen Capital Group, LLC 1.66% of their portfolio GRAND ISLAND, NE 646,675646.7k $17.4m $17.4m 1.66% Added +50.4k +50,377
90 DAHRING | CUSMANO LLC 12.52% of their portfolio NOVI, MI 645,675645.7k $17.3m $17.3m 12.52% Added +32.7k +32,738
91 Pinnacle Wealth Management, LLC 11.70% of their portfolio ROSEVILLE, CA 645,657645.7k $17.3m $17.3m 11.70% Added +63.6k +63,584
92 FIRST AMERICAN TRUST, FSB 1.23% of their portfolio SANTA ANA, CA 630,612630.6k $16.9m $16.9m 1.23% Added +163.7k +163,738
93 Essex Financial Services, Inc. 1.01% of their portfolio ESSEX, CT 627,088627.1k $16.8m $16.8m 1.01% Added +130.0k +130,006
94 Great Point Wealth Advisors, LLC 3.16% of their portfolio BOSTON, MA 626,139626.1k $16.8m $16.8m 3.16% First filing
95 Fortress Wealth Management, Inc. 7.27% of their portfolio Culver City, CA 608,994609.0k $16.3m $16.3m 7.27% Reduced -8.5k -8,517
96 LHM, INC. 5.37% of their portfolio Sandy, UT 605,189605.2k $16.2m $16.2m 5.37% Added +5.0k +5,000
97 Beta Wealth Group, Inc. 6.29% of their portfolio SAN DIEGO, CA 594,188594.2k $15.9m $15.9m 6.29% Reduced -404.2k -404,206
98 Symphony Financial Services, Inc. 8.52% of their portfolio AKRON, OH 590,009590.0k $15.8m $15.8m 8.52% Added +42.7k +42,732
99 Pasadena Private Wealth, LLC 2.28% of their portfolio PASADENA, CA 589,314589.3k $15.8m $15.8m 2.28% Added +570.5k +570,474
100 Hutchens & Kramer Investment Management Group, LLC 6.13% of their portfolio CARMEL, IN 579,651579.7k $15.6m $15.6m 6.13% Added +185.7k +185,692