Vault-13

PIMCO ETF TR PYLD

MULTISECTOR BD · ETP · CUSIP 72201R585

578 institutional holders +101 vs Q3 2025
306,121,386306.1m shares reported held*
$8.2bnreported value*
94 new 344 added 83 reduced 22 sold out net bought ≈ $1.6bn (+59.9m 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 ($96.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $26.68.

Trends to Q4 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: 477Q4 25: 578578Q2 23Q4 23Q2 24Q4 24Q2 25Q4 25
Numbers
QuarterHolders
Q2 20238
Q3 202328
Q4 202365
Q1 2024118
Q2 2024163
Q3 2024223
Q4 2024313
Q1 2025384
Q2 2025424
Q3 2025477
Q4 2025578

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q1 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 25Q3 25: 383 bought or addedQ3 25: 94 cut or sold outQ4 25: 438 bought or addedQ4 25: 105 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202410317
Q2 202414224
Q3 202418238
Q4 202424338
Q1 202531375
Q2 2025323101
Q3 202538394
Q4 2025438105

Biggest buyers

MORGAN STANLEY Added +4,308,632+4.3m
LPL Financial LLC Added +3,727,898+3.7m
BANK OF AMERICA CORP /DE/ Added +2,618,021+2.6m
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +2,474,706+2.5m
WCG Wealth Advisors LLC Added +2,382,880+2.4m
Confluence Wealth Services, Inc. New +2,358,317+2.4m
WELLS FARGO & COMPANY/MN Added +2,058,287+2.1m
Sequoia Financial Advisors, LLC Added +1,831,959+1.8m
RAYMOND JAMES FINANCIAL INC Added +1,799,682+1.8m
AE Wealth Management LLC Added +1,716,503+1.7m

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -1,489,151-1.5m
GOLDMAN SACHS GROUP INC Sold out -1,024,174-1.0m
RENAISSANCE TECHNOLOGIES LLC Reduced -536,591-536.6k
VICUS CAPITAL Reduced -454,824-454.8k
Sanctuary Advisors, LLC Reduced -422,128-422.1k
Brick & Kyle, Associates Sold out -352,982-353.0k
Beacon Financial Advisory LLC Reduced -351,014-351.0k
Strategic Blueprint, LLC Reduced -315,494-315.5k
Integrated Wealth Concepts LLC Reduced -252,142-252.1k
Pictet North America Advisors SA Reduced -250,781-250.8k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.04% of their portfolio CHARLOTTE, NC 18,191,46818.2m $485.3m $485.3m 0.04% Added +2.6m +2,618,021
2 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 17,115,71917.1m $456.6m $456.6m 0.03% Added +4.3m +4,308,632
3 LPL Financial LLC 0.11% of their portfolio FORT MILL, SC 14,584,03414.6m $389.1m $389.1m 0.11% Added +3.7m +3,727,898
4 Sequoia Financial Advisors, LLC 1.41% of their portfolio Akron, OH 9,459,8069.5m $252.4m $252.4m 1.41% Added +1.8m +1,831,959
5 HighTower Advisors, LLC 0.27% of their portfolio CHICAGO, IL 9,267,6899.3m $247.3m $247.3m 0.27% Added +751.4k +751,426
6 AE Wealth Management LLC 0.99% of their portfolio TOPEKA, KS 6,479,2196.5m $172.9m $172.9m 0.99% Added +1.7m +1,716,503
7 ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio Berwyn, PA 5,797,3165.8m $154.7m $154.7m 0.05% Reduced -1.5m -1,489,151
8 Retirement Planning Group, LLC 5.06% of their portfolio LEAWOOD, KS 5,768,4705.8m $153.9m $153.9m 5.06% Added +466.5k +466,520
9 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 5,545,9005.5m $148.0m $148.0m 0.05% Added +1.8m +1,799,682
10 NewEdge Advisors, LLC 0.50% of their portfolio NEW ORLEANS, LA 5,214,5055.2m $139.1m $139.1m 0.50% Added +544.8k +544,806
11 Advance Capital Management, Inc. 5.56% of their portfolio SOUTHFIELD, MI 4,914,0224.9m $131.1m $131.1m 5.56% Added +1.3m +1,307,654
12 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 4,447,8794.4m $118.7m $118.7m 0.02% Added +2.1m +2,058,287
13 CWM, LLC 0.30% of their portfolio OMAHA, NE 4,218,0074.2m $112.5m $112.5m 0.30% Added +1.1m +1,129,724
14 TruWealth Advisors, LLC 5.31% of their portfolio Metairie, LA 4,070,3614.1m $108.6m $108.6m 5.31% Added +214.4k +214,400
15 Advocacy Wealth Management, LLC 4.01% of their portfolio ATLANTA, GA 3,589,9073.6m $95.8m $95.8m 4.01% Added +289.5k +289,517
16 Krilogy Financial LLC 3.23% of their portfolio ST. LOUIS, MO 3,534,5863.5m $94.9m $94.9m 3.23% Added +257.9k +257,916
17 WCG Wealth Advisors LLC 2.61% of their portfolio LAS VEGAS, NV 3,486,1743.5m $93.0m $93.0m 2.61% Added +2.4m +2,382,880
18 GR FINANCIAL GROUP, LLC 20.74% of their portfolio TUCSON, AZ 3,459,3933.5m $92.3m $92.3m 20.74% Added +65.7k +65,718
19 UBS Group AG 0.02% of their portfolio ZURICH, V8 3,445,9673.4m $91.9m $91.9m 0.02% Added +1.3m +1,302,811
20 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.12% of their portfolio PLYMOUTH, MN 3,200,7863.2m $85.7m $85.7m 0.12% Added +2.5m +2,474,706
21 COMMONWEALTH EQUITY SERVICES, LLC 0.11% of their portfolio WALTHAM, MA 3,187,0183.2m $85.0m $85.0m 0.11% Added +242.0k +241,974
22 Destination Wealth Management 2.11% of their portfolio Walnut Creek, CA 3,026,1393.0m $80.7m $80.7m 2.11% Added +209.4k +209,432
23 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.44% of their portfolio IRVING, TX 2,719,8072.7m $72.6m $72.6m 0.44% Added +678.2k +678,239
24 Fragasso Financial Advisors Inc 4.12% of their portfolio SEWICKLEY, PA 2,547,5212.5m $68.0m $68.0m 4.12% Added +77.9k +77,864
25 Summit Financial, LLC 0.94% of their portfolio PARSIPPANY, NJ 2,382,0942.4m $63.9m $63.9m 0.94% Added +215.8k +215,757
26 Confluence Wealth Services, Inc. 2.61% of their portfolio MCMURRAY, PA 2,358,3172.4m $62.9m $62.9m 2.61% New
27 Horizon Investments, LLC 0.79% of their portfolio Charlotte, NC 2,345,8982.3m $62.6m $62.6m 0.79% Added +58.0k +57,961
28 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 2,291,4122.3m $61.1m $61.1m 0.01% Added +942.8k +942,844
29 Horizon Wealth Management, LLC 9.19% of their portfolio LA GRANGE, IL 2,219,1762.2m $59.2m $59.2m 9.19% Added +102.4k +102,358
30 Falcon Wealth Planning 4.74% of their portfolio Ontario, CA 2,109,3312.1m $56.3m $56.3m 4.74% Added +147.7k +147,719
31 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 2,103,2042.1m $56.1m $56.1m 0.01% Added +82.7k +82,720
32 Family Investment Center, Inc. 10.78% of their portfolio Saint Joseph, MO 2,001,2722.0m $53.4m $53.4m 10.78% Added +133.3k +133,290
33 CAPTRUST FINANCIAL ADVISORS 0.10% of their portfolio RALEIGH, NC 1,986,0572.0m $53.0m $53.0m 0.10% Added +86.4k +86,378
34 Ocean Park Asset Management, LLC 2.44% of their portfolio SANTA MONICA, CA 1,948,9001.9m $52.0m $52.0m 2.44% Added +10.1k +10,100
35 OSAIC HOLDINGS, INC. 0.07% of their portfolio SCOTTSDALE, AZ 1,886,5321.9m $50.3m $50.3m 0.07% Added +584.2k +584,219
36 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.03% of their portfolio MILWAUKEE, WI 1,872,4511.9m $50.0m $50.0m 0.03% Added +1.2m +1,171,310
37 Corient Private Wealth LP 0.03% of their portfolio MIAMI, FL 1,870,7901.9m $50.0m $50.0m 0.03% Added +1.6m +1,567,303
38 RiverFront Investment Group, LLC 0.81% of their portfolio RICHMOND, VA 1,850,1331.9m $49.4m $49.4m 0.81% Added +11.7k +11,748
39 Proficio Capital Partners LLC 3.41% of their portfolio NEWTON, MA 1,822,4841.8m $48.6m $48.6m 3.41% Added +177.8k +177,848
40 Apollon Wealth Management, LLC 0.82% of their portfolio MOUNT PLEASANT, SC 1,765,5981.8m $47.1m $47.1m 0.82% Added +61.1k +61,145
41 Stratos Investment Management, LLC 1.80% of their portfolio BEACHWOOD, OH 1,686,1851.7m $45.0m $45.0m 1.80% Added +31.7k +31,716
42 Ritter Daniher Financial Advisory LLC / DE 7.42% of their portfolio CINCINNATI, OH 1,657,5111.7m $44.2m $44.2m 7.42% Added +413.6k +413,635
43 GeoWealth Management, LLC 1.63% of their portfolio CHICAGO, IL 1,656,5161.7m $44.2m $44.2m 1.63% Added +100.1k +100,077
44 Sunflower Bank, N.A. 10.88% of their portfolio DALLAS, TX 1,618,8771.6m $43.2m $43.2m 10.88% New
45 Ellenbecker Investment Group 5.95% of their portfolio WAUKESHA, WI 1,592,7491.6m $42.5m $42.5m 5.95% Added +120.6k +120,640
46 State of New Jersey Common Pension Fund D 0.14% of their portfolio TRENTON, NJ 1,500,0001.5m $40.0m $40.0m 0.14% New
47 Private Advisor Group, LLC 0.19% of their portfolio MORRISTOWN, NJ 1,495,0651.5m $39.9m $39.9m 0.19% Reduced -153.3k -153,276
48 Kensington Asset Management, LLC 2.05% of their portfolio AUSTIN, TX 1,475,9641.5m $39.6m $39.6m 2.05% Added +32.6k +32,609
49 Waterway Wealth Management, LLC 8.48% of their portfolio THE WOODLANDS, TX 1,470,8291.5m $37.4m $37.4m 8.48% Added +39.4k +39,441
50 HUB Investment Partners, LLC 1.05% of their portfolio AUSTIN, TX 1,439,6201.4m $38.4m $38.4m 1.05% Added +34.6k +34,634
51 OneDigital Investment Advisors LLC 0.36% of their portfolio OVERLAND PARK, KS 1,370,8161.4m $36.6m $36.6m 0.36% Added +363.8k +363,762
52 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 1,339,9791.3m $35.8m $35.8m 0.03% Added +116.2k +116,172
53 Vigilare Wealth Management 12.01% of their portfolio SCOTTSDALE, AZ 1,338,4501.3m $35.7m $35.7m 12.01% Reduced -14.3k -14,307
54 Stonebridge Financial Group, LLC 2.78% of their portfolio Wormleysburg, PA 1,219,4171.2m $32.5m $32.5m 2.78% Added +136.9k +136,909
55 Wall Capital Group, Inc. 30.92% of their portfolio PHOENIX, AZ 1,217,0011.2m $32.5m $32.5m 30.92% First filing
56 Vickerman Investment Advisors, Inc. 6.24% of their portfolio SPOKANE, WA 1,170,5181.2m $31.2m $31.2m 6.24% Added +235.3k +235,314
57 Sheridan Capital Management, LLC 15.83% of their portfolio San Rafael, CA 1,170,4671.2m $31.2m $31.2m 15.83% Added +86.9k +86,887
58 RFG Holdings, Inc. 7.82% of their portfolio Argyle, TX 1,169,1341.2m $31.2m $31.2m 7.82% Added +44.3k +44,262
59 D.B. Root & Company, LLC 7.52% of their portfolio PITTSBURGH, PA 1,155,5341.2m $30.8m $30.8m 7.52% Added +133.1k +133,127
60 Wealth Alliance Advisory Group, LLC 5.23% of their portfolio Wichita, KS 1,145,9131.1m $30.6m $30.6m 5.23% Added +102.1k +102,069
61 Crestmont Private Wealth LLC 9.88% of their portfolio HOUSTON, TX 1,139,6511.1m $30.4m $30.4m 9.88% Added +15.4k +15,361
62 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 4.47% of their portfolio Reston, VA 1,136,1021.1m $30.3m $30.3m 4.47% New
63 CORRECT CAPITAL WEALTH MANAGEMENT 5.68% of their portfolio CLAYTON, MO 1,131,0761.1m $30.2m $30.2m 5.68% Added +67.2k +67,179
64 Visionary Wealth Advisors 1.33% of their portfolio O'FALLON, IL 1,103,1291.1m $29.4m $29.4m 1.33% Added +33.3k +33,296
65 Cardinal Point Capital Management ULC 1.88% of their portfolio TORONTO, A6 1,074,8091.1m $28.8m $28.8m 1.88% Added +77.6k +77,634
66 Aprio Wealth Management, LLC 1.64% of their portfolio ATLANTA, GA 1,071,9031.1m $28.6m $28.6m 1.64% Added +67.6k +67,567
67 Continuum Advisory, LLC 2.86% of their portfolio EAGLE, ID 1,071,1461.1m $28.6m $28.6m 2.86% Added +144.9k +144,911
68 Berger Financial Group, Inc 1.64% of their portfolio PLYMOUTH, MN 1,062,5831.1m $28.3m $28.3m 1.64% Added +35.4k +35,398
69 Janney Montgomery Scott LLC 0.06% of their portfolio PHILADELPHIA, PA 1,056,9371.1m $28.2m $28.2m 0.06% Added +170.0k +170,032
70 Bridgewealth Advisory Group, LLC 6.18% of their portfolio Fresno, CA 1,049,8261.0m $28.0m $28.0m 6.18% Added +152.8k +152,795
71 Cambridge Investment Research Advisors, Inc. 0.07% of their portfolio FAIRFIELD, IA 1,030,7931.0m $27.5m $27.5m 0.07% Added +321.4k +321,424
72 Integrated Wealth Concepts LLC 0.32% of their portfolio WALTHAM, MA 1,023,4981.0m $27.3m $27.3m 0.32% Reduced -252.1k -252,142
73 NOVEM GROUP 3.12% of their portfolio Rochester, NY 1,010,0851.0m $26.9m $26.9m 3.12% Reduced -223.0k -222,954
74 D.A. DAVIDSON & CO. 0.16% of their portfolio GREAT FALLS, MT 990,605990.6k $26.4m $26.4m 0.16% Added +632.7k +632,675
75 Mason & Associates, LLC 5.85% of their portfolio NEWPORT NEWS, VA 963,823963.8k $25.7m $25.7m 5.85% Added +157.8k +157,825
76 Intrua Financial, LLC 2.78% of their portfolio Houston, TX 948,671948.7k $25.3m $25.3m 2.78% Added +70.5k +70,493
77 Mariner, LLC 0.03% of their portfolio Overland Park, KS 914,233914.2k $24.4m $24.4m 0.03% Added +482.1k +482,131
78 Orion Porfolio Solutions, LLC 0.18% of their portfolio OMAHA, NE 908,726908.7k $24.2m $24.2m 0.18% Reduced -20.8k -20,789
79 Sanchez Wealth Management Group 5.14% of their portfolio JACKSONVILLE, FL 900,599900.6k $24.0m $24.0m 5.14% Reduced -16.8k -16,825
80 EnRich Financial Partners LLC 6.48% of their portfolio MADISON, WI 891,031891.0k $23.8m $23.8m 6.48% Added +43.6k +43,564
81 Drake & Associates, LLC 4.72% of their portfolio WAUKESHA, WI 888,004888.0k $23.7m $23.7m 4.72% Added +70.9k +70,930
82 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 876,857876.9k $23.4m $23.4m 0.03% Added +863.5k +863,475
83 Gemmer Asset Management LLC 1.79% of their portfolio WALNUT CREEK, CA 873,115873.1k $23.3m $23.3m 1.79% Added +39.8k +39,832
84 Farther Finance Advisors, LLC 0.24% of their portfolio SAN FRANCISCO, CA 853,803853.8k $22.8m $22.8m 0.24% Added +645.8k +645,769
85 First Heartland Consultants, Inc. 1.71% of their portfolio LAKE ST. LOUIS, MO 844,578844.6k $22.5m $22.5m 1.71% Added +101.9k +101,925
86 Pictet North America Advisors SA 2.11% of their portfolio GENEVA 73, V8 834,053834.1k $22.3m $22.3m 2.11% Reduced -250.8k -250,781
87 Trajan Wealth LLC 0.92% of their portfolio SCOTTSDALE, AZ 829,193829.2k $22.1m $22.1m 0.92% Added +3.4k +3,400
88 Thrivent Financial for Lutherans 0.04% of their portfolio Minneapolis, MN 827,521827.5k $22.1m $22.1m 0.04% Added +816.7k +816,733
89 Essex Financial Services, Inc. 1.23% of their portfolio ESSEX, CT 811,717811.7k $21.7m $21.7m 1.23% Added +184.6k +184,629
90 Wealthcare Advisory Partners LLC 0.42% of their portfolio WEST CHESTER, PA 800,980801.0k $21.4m $21.4m 0.42% Added +70.6k +70,590
91 Creative Capital Management Investments LLC 6.40% of their portfolio SAN DIEGO, CA 795,496795.5k $21.2m $21.2m 6.40% Added +77.5k +77,535
92 Schwallier Wealth Management LLC 13.45% of their portfolio GRAND RAPIDS, MI 784,081784.1k $21.1m $21.1m 13.45% Added +3.5k +3,509
93 Alliance Private Wealth, LLC 7.26% of their portfolio NORTH READING, MA 780,319780.3k $20.9m $20.9m 7.26% First filing
94 MinichMacGregor Wealth Management, LLC 3.75% of their portfolio Saratoga Springs, NY 776,394776.4k $20.7m $20.7m 3.75% Added +57.1k +57,095
95 Envestnet Portfolio Solutions, Inc. 0.07% of their portfolio BERWYN, PA 767,391767.4k $20.5m $20.5m 0.07% Reduced -36.5k -36,485
96 Legacy Financial Advisors, Inc. 2.83% of their portfolio COVINGTON, KY 767,274767.3k $20.5m $20.5m 2.83% Added +58.0k +58,007
97 Members Advisory Group LLC 7.62% of their portfolio WILLIAMSVILLE, NY 757,167757.2k $20.2m $20.2m 7.62% Added +707.5k +707,456
98 Great Point Wealth Advisors, LLC 3.68% of their portfolio BOSTON, MA 755,160755.2k $20.1m $20.1m 3.68% Added +129.0k +129,021
99 Symphony Financial Services, Inc. 10.32% of their portfolio AKRON, OH 754,685754.7k $20.1m $20.1m 10.32% Added +164.7k +164,676
100 Welch Group, LLC 0.76% of their portfolio BIRMINGHAM, AL 735,021735.0k $19.6m $19.6m 0.76% New