Vault-13

PIMCO ETF TR PYLD

MULTISECTOR BD · ETP · CUSIP 72201R585

648 institutional holders +70 vs Q4 2025
387,922,895387.9m shares reported held*
$10.2bnreported value*
93 new 414 added 105 reduced 22 sold out net bought ≈ $2.1bn (+81.8m 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 ($122.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $26.20.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0250500750Q2 23: 8Q3 23: 28Q4 23: 65Q1 24: 118Q2 24: 163Q3 24: 223Q4 24: 313Q1 25: 384Q2 25: 424Q3 25: 477Q4 25: 578Q1 26: 648648Q2 23Q1 24Q4 24Q3 25Q1 26
Numbers
QuarterHolders
Q2 20238
Q3 202328
Q4 202365
Q1 2024118
Q2 2024163
Q3 2024223
Q4 2024313
Q1 2025384
Q2 2025424
Q3 2025477
Q4 2025578
Q1 2026648

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ2 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 25Q4 25: 438 bought or addedQ4 25: 105 cut or sold outQ1 26: 507 bought or addedQ1 26: 127 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202414224
Q3 202418238
Q4 202424338
Q1 202531375
Q2 2025323101
Q3 202538394
Q4 2025438105
Q1 2026507127

Biggest buyers

CHARLES SCHWAB INVESTMENT MANAGEMENT INC New +15,013,101+15.0m
ENVESTNET ASSET MANAGEMENT INC Added +6,183,600+6.2m
BANK OF AMERICA CORP /DE/ Added +4,896,498+4.9m
MORGAN STANLEY Added +3,885,331+3.9m
LPL Financial LLC Added +3,424,206+3.4m
Stratos Wealth Partners, LTD. Added +3,148,808+3.1m
JANE STREET GROUP, LLC New +3,007,289+3.0m
WELLS FARGO & COMPANY/MN Added +2,454,435+2.5m
Journey Advisory Group, LLC New +2,300,083+2.3m
Advance Capital Management, Inc. Added +2,195,875+2.2m

Biggest sellers

Horizon Wealth Management, LLC Reduced -2,173,148-2.2m
Ocean Park Asset Management, LLC Sold out -1,948,900-1.9m
Vigilare Wealth Management Sold out -1,338,450-1.3m
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -1,070,876-1.1m
Thrivent Financial for Lutherans Reduced -814,400-814.4k
NOVEM GROUP Reduced -725,893-725.9k
Proficio Capital Partners LLC Reduced -722,475-722.5k
Schwallier Wealth Management LLC Reduced -674,945-674.9k
Envestnet Portfolio Solutions, Inc. Reduced -628,070-628.1k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -604,034-604.0k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.04% of their portfolio CHARLOTTE, NC 23,087,96623.1m $604.9m $604.9m 0.04% Added +4.9m +4,896,498
2 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 21,001,05021.0m $550.2m $550.2m 0.03% Added +3.9m +3,885,331
3 LPL Financial LLC 0.13% of their portfolio FORT MILL, SC 18,008,24018.0m $471.8m $471.8m 0.13% Added +3.4m +3,424,206
4 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.06% of their portfolio SAN FRANCISCO, CA 15,013,10115.0m $393.3m $393.3m 0.06% New
5 ENVESTNET ASSET MANAGEMENT INC 0.08% of their portfolio Berwyn, PA 11,980,91612.0m $313.9m $313.9m 0.08% Added +6.2m +6,183,600
6 Sequoia Financial Advisors, LLC 1.62% of their portfolio Akron, OH 10,994,87711.0m $288.1m $288.1m 1.62% Added +1.5m +1,535,071
7 HighTower Advisors, LLC 0.30% of their portfolio CHICAGO, IL 10,776,74610.8m $282.4m $282.4m 0.30% Added +1.5m +1,509,057
8 AE Wealth Management LLC 1.13% of their portfolio TOPEKA, KS 7,945,4097.9m $208.2m $208.2m 1.13% Added +1.5m +1,466,190
9 Advance Capital Management, Inc. 7.06% of their portfolio SOUTHFIELD, MI 7,109,8977.1m $186.3m $186.3m 7.06% Added +2.2m +2,195,875
10 WELLS FARGO & COMPANY/MN 0.04% of their portfolio SAN FRANCISCO, CA 6,902,3146.9m $180.8m $180.8m 0.04% Added +2.5m +2,454,435
11 RAYMOND JAMES FINANCIAL INC 0.06% of their portfolio ST. PETERSBURG, FL 6,900,9526.9m $180.8m $180.8m 0.06% Added +1.4m +1,355,052
12 Retirement Planning Group, LLC 5.25% of their portfolio LEAWOOD, KS 6,463,9276.5m $169.4m $169.4m 5.25% Added +695.5k +695,457
13 NewEdge Advisors, LLC 0.53% of their portfolio NEW ORLEANS, LA 5,609,0625.6m $147.0m $147.0m 0.53% Added +394.6k +394,557
14 CWM, LLC 0.34% of their portfolio OMAHA, NE 5,004,6935.0m $131.1m $131.1m 0.34% Added +786.7k +786,686
15 UBS Group AG 0.02% of their portfolio ZURICH, V8 4,729,3914.7m $123.9m $123.9m 0.02% Added +1.3m +1,283,424
16 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.74% of their portfolio IRVING, TX 4,591,3694.6m $120.5m $120.5m 0.74% Added +1.9m +1,871,562
17 TruWealth Advisors, LLC 5.32% of their portfolio Metairie, LA 4,230,0964.2m $110.8m $110.8m 5.32% Added +159.7k +159,735
18 Advocacy Wealth Management, LLC 4.55% of their portfolio ATLANTA, GA 3,923,2853.9m $102.8m $102.8m 4.55% Added +333.4k +333,378
19 Krilogy Financial LLC 3.20% of their portfolio ST. LOUIS, MO 3,746,9313.7m $99.4m $99.4m 3.20% Added +212.3k +212,345
20 GR FINANCIAL GROUP, LLC 30.30% of their portfolio TUCSON, AZ 3,486,3903.5m $91.3m $91.3m 30.30% Added +27.0k +26,997
21 WCG Wealth Advisors LLC 2.49% of their portfolio LAS VEGAS, NV 3,400,2473.4m $89.1m $89.1m 2.49% Reduced -85.9k -85,927
22 Stratos Wealth Partners, LTD. 0.99% of their portfolio BEACHWOOD, OH 3,308,7733.3m $86.7m $86.7m 0.99% Added +3.1m +3,148,808
23 Destination Wealth Management 2.17% of their portfolio Walnut Creek, CA 3,189,8273.2m $83.6m $83.6m 2.17% Added +163.7k +163,688
24 Horizon Investments, LLC 0.92% of their portfolio Charlotte, NC 3,146,0643.1m $81.7m $81.7m 0.92% Added +800.2k +800,166
25 JANE STREET GROUP, LLC 0.08% of their portfolio NEW YORK, NY 3,007,2893.0m $78.8m $78.8m 0.08% New
26 Confluence Wealth Services, Inc. 3.03% of their portfolio MCMURRAY, PA 2,985,2693.0m $78.2m $78.2m 3.03% Added +627.0k +626,952
27 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 2,884,3152.9m $75.6m $75.6m 0.01% Added +592.9k +592,903
28 Fragasso Financial Advisors Inc 4.27% of their portfolio SEWICKLEY, PA 2,698,9502.7m $70.8m $70.8m 4.27% Added +151.4k +151,429
29 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.04% of their portfolio MILWAUKEE, WI 2,681,0492.7m $70.2m $70.2m 0.04% Added +808.6k +808,598
30 COMMONWEALTH EQUITY SERVICES, LLC 0.09% of their portfolio WALTHAM, MA 2,582,9842.6m $67.7m $67.7m 0.09% Reduced -604.0k -604,034
31 Summit Financial, LLC 0.83% of their portfolio PARSIPPANY, NJ 2,496,9132.5m $65.4m $65.4m 0.83% Added +114.8k +114,819
32 OSAIC HOLDINGS, INC. 0.09% of their portfolio SCOTTSDALE, AZ 2,455,0822.5m $64.3m $64.3m 0.09% Added +568.5k +568,550
33 Falcon Wealth Planning 4.23% of their portfolio Ontario, CA 2,368,6402.4m $62.1m $62.1m 4.23% Added +259.3k +259,309
34 Journey Advisory Group, LLC 5.17% of their portfolio COVINGTON, KY 2,300,0832.3m $60.3m $60.3m 5.17% New
35 State of New Jersey Common Pension Fund D 0.23% of their portfolio TRENTON, NJ 2,250,0002.2m $59.0m $59.0m 0.23% Added +750.0k +750,000
36 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 2,160,2722.2m $56.6m $56.6m 0.01% Added +57.1k +57,068
37 Family Investment Center, Inc. 10.75% of their portfolio Saint Joseph, MO 2,132,1362.1m $55.9m $55.9m 10.75% Added +130.9k +130,864
38 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.12% of their portfolio PLYMOUTH, MN 2,129,9102.1m $55.8m $55.8m 0.12% Reduced -1.1m -1,070,876
39 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 1,948,9931.9m $51.1m $51.1m 0.05% Added +1.1m +1,072,136
40 Cambridge Investment Research Advisors, Inc. 0.13% of their portfolio FAIRFIELD, IA 1,907,1161.9m $50.0m $50.0m 0.13% Added +876.3k +876,323
41 Stratos Investment Management, LLC 1.97% of their portfolio BEACHWOOD, OH 1,879,4391.9m $49.2m $49.2m 1.97% Added +193.3k +193,254
42 RiverFront Investment Group, LLC 0.76% of their portfolio RICHMOND, VA 1,871,3641.9m $49.0m $49.0m 0.76% Added +21.2k +21,231
43 Apollon Wealth Management, LLC 0.79% of their portfolio MOUNT PLEASANT, SC 1,857,4951.9m $48.7m $48.7m 0.79% Added +91.9k +91,897
44 CAPTRUST FINANCIAL ADVISORS 0.08% of their portfolio RALEIGH, NC 1,848,3471.8m $48.4m $48.4m 0.08% Reduced -137.7k -137,710
45 Ritter Daniher Financial Advisory LLC / DE 7.77% of their portfolio CINCINNATI, OH 1,748,3531.7m $45.8m $45.8m 7.77% Added +90.8k +90,842
46 GeoWealth Management, LLC 1.64% of their portfolio CHICAGO, IL 1,734,3261.7m $45.4m $45.4m 1.64% Added +77.8k +77,810
47 Prime Capital Investment Advisors, LLC 0.52% of their portfolio OVERLAND PARK, KS 1,724,3461.7m $45.2m $45.2m 0.52% New
48 Ellenbecker Investment Group 6.04% of their portfolio WAUKESHA, WI 1,713,3591.7m $44.9m $44.9m 6.04% Added +120.6k +120,610
49 Sunflower Bank, N.A. 11.35% of their portfolio DALLAS, TX 1,699,6581.7m $44.5m $44.5m 11.35% Added +80.8k +80,781
50 Kensington Asset Management, LLC 2.41% of their portfolio AUSTIN, TX 1,690,4311.7m $44.3m $44.3m 2.41% Added +214.5k +214,467
51 Waterway Wealth Management, LLC 9.17% of their portfolio THE WOODLANDS, TX 1,643,4281.6m $41.5m $41.5m 9.17% Added +172.6k +172,599
52 Vickerman Investment Advisors, Inc. 9.00% of their portfolio SPOKANE, WA 1,635,1091.6m $42.8m $42.8m 9.00% Added +464.6k +464,591
53 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 1,599,3161.6m $41.9m $41.9m 0.04% Added +259.3k +259,337
54 HUB Investment Partners, LLC 1.02% of their portfolio AUSTIN, TX 1,597,0291.6m $41.8m $41.8m 1.02% Added +157.4k +157,409
55 OneDigital Investment Advisors LLC 0.40% of their portfolio OVERLAND PARK, KS 1,571,4711.6m $41.2m $41.2m 0.40% Added +200.7k +200,655
56 Corient Private Wealth LP 0.06% of their portfolio MIAMI, FL 1,542,2721.5m $40.1m $40.1m 0.06% Reduced -328.5k -328,518
57 Private Advisor Group, LLC 0.19% of their portfolio MORRISTOWN, NJ 1,512,4861.5m $39.6m $39.6m 0.19% Added +17.4k +17,421
58 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 5.41% of their portfolio Reston, VA 1,506,5471.5m $39.5m $39.5m 5.41% Added +370.4k +370,445
59 Integrated Wealth Concepts LLC 0.31% of their portfolio WALTHAM, MA 1,484,6411.5m $38.9m $38.9m 0.31% Added +461.1k +461,143
60 RFG Holdings, Inc. 9.64% of their portfolio Argyle, TX 1,461,3391.5m $38.3m $38.3m 9.64% Added +292.2k +292,205
61 Stonebridge Financial Group, LLC 3.08% of their portfolio Wormleysburg, PA 1,429,9411.4m $37.5m $37.5m 3.08% Added +210.5k +210,524
62 Independent Advisor Alliance 0.39% of their portfolio CHARLOTTE, NC 1,403,0811.4m $36.8m $36.8m 0.39% New
63 Wealth Alliance Advisory Group, LLC 5.45% of their portfolio Wichita, KS 1,313,8291.3m $34.4m $34.4m 5.45% Added +167.9k +167,916
64 Sheridan Capital Management, LLC 17.98% of their portfolio San Rafael, CA 1,301,7201.3m $34.1m $34.1m 17.98% Added +131.3k +131,253
65 Wall Capital Group, Inc. 35.70% of their portfolio PHOENIX, AZ 1,276,2001.3m $33.4m $33.4m 35.70% Added +59.2k +59,199
66 D.B. Root & Company, LLC 7.59% of their portfolio PITTSBURGH, PA 1,212,4321.2m $31.8m $31.8m 7.59% Added +56.9k +56,898
67 Mutual Advisors, LLC 0.68% of their portfolio OMAHA, NE 1,208,3601.2m $31.7m $31.7m 0.68% Added +613.4k +613,387
68 Crestmont Private Wealth LLC 9.84% of their portfolio HOUSTON, TX 1,191,4731.2m $31.2m $31.2m 9.84% Added +51.8k +51,822
69 Aprio Wealth Management, LLC 1.69% of their portfolio ATLANTA, GA 1,183,9171.2m $31.0m $31.0m 1.69% Added +112.0k +112,014
70 Cardinal Point Capital Management ULC 1.90% of their portfolio TORONTO, A6 1,183,8011.2m $31.0m $31.0m 1.90% Added +109.0k +108,992
71 Continuum Advisory, LLC 2.95% of their portfolio EAGLE, ID 1,172,8121.2m $30.7m $30.7m 2.95% Added +101.7k +101,666
72 Visionary Wealth Advisors 1.35% of their portfolio O'FALLON, IL 1,162,4631.2m $30.5m $30.5m 1.35% Added +59.3k +59,334
73 Berger Financial Group, Inc 1.69% of their portfolio PLYMOUTH, MN 1,152,8921.2m $30.2m $30.2m 1.69% Added +90.3k +90,309
74 Bridgewealth Advisory Group, LLC 6.26% of their portfolio Fresno, CA 1,151,8341.2m $30.2m $30.2m 6.26% Added +102.0k +102,008
75 Janney Montgomery Scott LLC 0.07% of their portfolio PHILADELPHIA, PA 1,150,8821.2m $30.2m $30.2m 0.07% Added +93.9k +93,945
76 CORRECT CAPITAL WEALTH MANAGEMENT 5.63% of their portfolio CLAYTON, MO 1,150,3951.2m $30.1m $30.1m 5.63% Added +19.3k +19,319
77 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 1,145,4621.1m $29.7m $29.7m 0.01% Added +474.8k +474,848
78 Intrua Financial, LLC 3.13% of their portfolio Houston, TX 1,118,4891.1m $29.3m $29.3m 3.13% Added +169.8k +169,818
79 Pictet North America Advisors SA 2.90% of their portfolio GENEVA 73, V8 1,115,1811.1m $29.2m $29.2m 2.90% Added +281.1k +281,128
80 Proficio Capital Partners LLC 1.54% of their portfolio NEWTON, MA 1,100,0091.1m $28.9m $28.9m 1.54% Reduced -722.5k -722,475
81 Allen Capital Group, LLC 2.57% of their portfolio GRAND ISLAND, NE 1,089,4701.1m $28.5m $28.5m 2.57% Added +381.9k +381,890
82 D.A. DAVIDSON & CO. 0.17% of their portfolio GREAT FALLS, MT 1,088,6441.1m $28.5m $28.5m 0.17% Added +98.0k +98,039
83 Gateway Wealth Partners, LLC 1.06% of their portfolio APPLETON, WI 1,038,6491.0m $27.2m $27.2m 1.06% Added +523.7k +523,665
84 Mason & Associates, LLC 5.92% of their portfolio NEWPORT NEWS, VA 986,924986.9k $25.9m $25.9m 5.92% Added +23.1k +23,101
85 Wealthcare Advisory Partners LLC 0.50% of their portfolio WEST CHESTER, PA 983,068983.1k $25.8m $25.8m 0.50% Added +182.1k +182,088
86 Drake & Associates, LLC 4.88% of their portfolio WAUKESHA, WI 977,142977.1k $25.6m $25.6m 4.88% Added +89.1k +89,138
87 Essex Financial Services, Inc. 1.40% of their portfolio ESSEX, CT 950,289950.3k $24.9m $24.9m 1.40% Added +138.6k +138,572
88 Gemmer Asset Management LLC 1.95% of their portfolio WALNUT CREEK, CA 941,689941.7k $24.7m $24.7m 1.95% Added +68.6k +68,574
89 Sanchez Wealth Management Group 5.27% of their portfolio JACKSONVILLE, FL 930,272930.3k $24.4m $24.4m 5.27% Added +29.7k +29,673
90 Orion Porfolio Solutions, LLC 0.20% of their portfolio OMAHA, NE 907,672907.7k $23.8m $23.8m 0.20% Reduced -1.1k -1,054
91 EnRich Financial Partners LLC 6.27% of their portfolio MADISON, WI 902,753902.8k $23.7m $23.7m 6.27% Added +11.7k +11,722
92 CITADEL ADVISORS LLC 0.02% of their portfolio MIAMI, FL 891,493891.5k $23.4m $23.4m 0.02% Added +488.1k +488,090
93 First Heartland Consultants, Inc. 1.78% of their portfolio LAKE ST. LOUIS, MO 888,723888.7k $23.3m $23.3m 1.78% Added +44.1k +44,145
94 Creative Capital Management Investments LLC 6.67% of their portfolio SAN DIEGO, CA 886,614886.6k $23.2m $23.2m 6.67% Added +91.1k +91,118
95 Annex Advisory Services, LLC 0.42% of their portfolio BROOKFIELD, WI 847,522847.5k $22.2m $22.2m 0.42% Added +474.1k +474,064
96 Trajan Wealth LLC 0.89% of their portfolio SCOTTSDALE, AZ 839,647839.6k $22.0m $22.0m 0.89% Added +10.5k +10,454
97 MinichMacGregor Wealth Management, LLC 3.86% of their portfolio Saratoga Springs, NY 834,932834.9k $21.9m $21.9m 3.86% Added +58.5k +58,538
98 EVERGREEN CAPITAL MANAGEMENT LLC 0.47% of their portfolio Bellevue, WA 829,645829.6k $21.7m $21.7m 0.47% Added +224.1k +224,141
99 Sanctuary Advisors, LLC 0.12% of their portfolio INDIANAPOLIS, IN 824,553824.6k $21.6m $21.6m 0.12% Added +174.3k +174,289
100 ECLECTIC ASSOCIATES INC /ADV 2.84% of their portfolio FULLERTON, CA 817,680817.7k $21.4m $21.4m 2.84% Added +126.5k +126,476