Vault-13

PIMCO ETF TR PYLD

MULTISECTOR BD · ETP · CUSIP 72201R585

692 institutional holders +44 vs Q1 2026
462,128,039462.1m shares reported held*
$12.2bnreported value*
74 new 446 added 120 reduced 35 sold out net bought ≈ $2.2bn (+82.9m 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 ($134.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $26.50.

Trends to Q2 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: 648Q2 26: 692692Q2 23Q1 24Q4 24Q3 25Q2 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
Q2 2026692

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ3 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 25Q1 26: 507 bought or addedQ1 26: 127 cut or sold outQ2 26: 520 bought or addedQ2 26: 155 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202418238
Q4 202424338
Q1 202531375
Q2 2025323101
Q3 202538394
Q4 2025438105
Q1 2026507127
Q2 2026520155

Biggest buyers

CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added +8,390,698+8.4m
Pure Financial Advisors, LLC New +7,290,629+7.3m
Waverly Advisors, LLC Added +4,404,062+4.4m
Bluespring Wealth Management, LLC New +3,639,240+3.6m
LPL Financial LLC Added +3,357,785+3.4m
Ocean Park Asset Management, LLC New +3,280,700+3.3m
WELLS FARGO & COMPANY/MN Added +2,957,222+3.0m
Modern Wealth Management, LLC Added +2,674,042+2.7m
Cambridge Investment Research Advisors, Inc. Added +2,287,256+2.3m
State of New Jersey Common Pension Fund D Added +2,250,000+2.2m

Biggest sellers

JANE STREET GROUP, LLC Reduced -2,796,192-2.8m
Independent Advisor Alliance Sold out -1,403,081-1.4m
Proficio Capital Partners LLC Reduced -1,083,684-1.1m
CITADEL ADVISORS LLC Sold out -891,493-891.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -575,345-575.3k
AE Wealth Management LLC Reduced -493,728-493.7k
Gateway Wealth Partners, LLC Reduced -479,692-479.7k
SMITH, MOORE & CO. Reduced -421,808-421.8k
OLD MISSION CAPITAL LLC Sold out -300,833-300.8k
J. Mark Nickell & Co. Reduced -198,012-198.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.04% of their portfolio CHARLOTTE, NC 25,058,75225.1m $664.6m $664.6m 0.04% Added +2.0m +1,970,786
2 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.08% of their portfolio SAN FRANCISCO, CA 23,403,79923.4m $620.7m $620.7m 0.08% Added +8.4m +8,390,698
3 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 23,231,20223.2m $616.1m $616.1m 0.03% Added +2.2m +2,230,152
4 LPL Financial LLC 0.13% of their portfolio FORT MILL, SC 21,366,02521.4m $566.6m $566.6m 0.13% Added +3.4m +3,357,785
5 ENVESTNET ASSET MANAGEMENT INC 0.08% of their portfolio Berwyn, PA 13,551,77813.6m $359.4m $359.4m 0.08% Added +1.6m +1,570,862
6 Sequoia Financial Advisors, LLC 1.64% of their portfolio Akron, OH 12,401,33512.4m $328.9m $328.9m 1.64% Added +1.4m +1,406,458
7 HighTower Advisors, LLC 0.29% of their portfolio CHICAGO, IL 11,494,38711.5m $304.8m $304.8m 0.29% Added +717.6k +717,641
8 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 9,859,5369.9m $261.5m $261.5m 0.05% Added +3.0m +2,957,222
9 RAYMOND JAMES FINANCIAL INC 0.06% of their portfolio ST. PETERSBURG, FL 7,947,8377.9m $210.8m $210.8m 0.06% Added +1.0m +1,046,885
10 Advance Capital Management, Inc. 6.49% of their portfolio SOUTHFIELD, MI 7,572,7367.6m $200.8m $200.8m 6.49% Added +462.8k +462,839
11 AE Wealth Management LLC 0.92% of their portfolio TOPEKA, KS 7,451,6817.5m $197.6m $197.6m 0.92% Reduced -493.7k -493,728
12 Pure Financial Advisors, LLC 2.46% of their portfolio SAN DIEGO, CA 7,290,6297.3m $193.3m $193.3m 2.46% New
13 Retirement Planning Group, LLC 4.83% of their portfolio LEAWOOD, KS 7,173,4557.2m $190.2m $190.2m 4.83% Added +709.5k +709,528
14 NewEdge Advisors, LLC 0.51% of their portfolio NEW ORLEANS, LA 6,448,3576.4m $171.0m $171.0m 0.51% Added +839.3k +839,295
15 UBS Group AG 0.02% of their portfolio ZURICH, V8 5,611,0085.6m $148.8m $148.8m 0.02% Added +881.6k +881,617
16 WCG Wealth Advisors LLC 3.40% of their portfolio LAS VEGAS, NV 5,410,4065.4m $143.5m $143.5m 3.40% Added +2.0m +2,010,159
17 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.76% of their portfolio IRVING, TX 5,161,8315.2m $136.7m $136.7m 0.76% Added +570.5k +570,462
18 State of New Jersey Common Pension Fund D 0.41% of their portfolio TRENTON, NJ 4,500,0004.5m $119.3m $119.3m 0.41% Added +2.2m +2,250,000
19 Waverly Advisors, LLC 0.68% of their portfolio BIRMINGHAM, AL 4,417,6094.4m $117.2m $117.2m 0.68% Added +4.4m +4,404,062
20 Destination Wealth Management 2.65% of their portfolio Walnut Creek, CA 4,271,4194.3m $113.3m $113.3m 2.65% Added +1.1m +1,081,592
21 Cambridge Investment Research Advisors, Inc. 0.13% of their portfolio FAIRFIELD, IA 4,194,3724.2m $111.2m $111.2m 0.13% Added +2.3m +2,287,256
22 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 4,138,3804.1m $109.7m $109.7m 0.02% Added +1.3m +1,254,065
23 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 4,068,1934.1m $107.9m $107.9m 0.02% Added +1.9m +1,907,921
24 Advocacy Wealth Management, LLC 3.89% of their portfolio ATLANTA, GA 4,039,5224.0m $107.1m $107.1m 3.89% Added +116.2k +116,237
25 Krilogy Financial LLC 3.16% of their portfolio ST. LOUIS, MO 4,024,3654.0m $106.7m $106.7m 3.16% Added +277.4k +277,434
26 Bluespring Wealth Management, LLC 1.86% of their portfolio AUSTIN, TX 3,639,2403.6m $96.5m $96.5m 1.86% New
27 Confluence Wealth Services, Inc. 2.73% of their portfolio MCMURRAY, PA 3,595,5283.6m $95.4m $95.4m 2.73% Added +610.3k +610,259
28 GR FINANCIAL GROUP, LLC 12.76% of their portfolio TUCSON, AZ 3,540,0533.5m $93.9m $93.9m 12.76% Added +53.7k +53,663
29 Stratos Wealth Partners, LTD. 0.89% of their portfolio BEACHWOOD, OH 3,351,3913.4m $88.9m $88.9m 0.89% Added +42.6k +42,618
30 Horizon Investments, LLC 0.95% of their portfolio Charlotte, NC 3,289,6953.3m $86.3m $86.3m 0.95% Added +143.6k +143,631
31 Ocean Park Asset Management, LLC 4.19% of their portfolio SANTA MONICA, CA 3,280,7003.3m $87.0m $87.0m 4.19% New
32 OSAIC HOLDINGS, INC. 0.10% of their portfolio SCOTTSDALE, AZ 3,176,0223.2m $84.2m $84.2m 0.10% Added +720.9k +720,940
33 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.04% of their portfolio MILWAUKEE, WI 3,168,8203.2m $84.0m $84.0m 0.04% Added +487.8k +487,771
34 Corient Private Wealth LP 0.11% of their portfolio MIAMI, FL 2,982,9843.0m $79.1m $79.1m 0.11% Added +1.4m +1,440,712
35 COMMONWEALTH EQUITY SERVICES, LLC 0.10% of their portfolio WALTHAM, MA 2,949,0492.9m $78.2m $78.2m 0.10% Added +366.1k +366,065
36 Fragasso Financial Advisors Inc 4.12% of their portfolio SEWICKLEY, PA 2,907,2772.9m $77.1m $77.1m 4.12% Added +208.3k +208,327
37 Summit Financial, LLC 0.83% of their portfolio PARSIPPANY, NJ 2,847,6732.8m $75.5m $75.5m 0.83% Added +350.8k +350,760
38 Modern Wealth Management, LLC 0.88% of their portfolio KANSAS CITY, MO 2,780,1252.8m $73.7m $73.7m 0.88% Added +2.7m +2,674,042
39 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 2,550,3692.6m $67.6m $67.6m 0.06% Added +601.4k +601,376
40 Falcon Wealth Planning 4.24% of their portfolio Ontario, CA 2,529,7612.5m $67.1m $67.1m 4.24% Added +161.1k +161,121
41 Apollon Wealth Management, LLC 0.81% of their portfolio MOUNT PLEASANT, SC 2,499,4392.5m $66.3m $66.3m 0.81% Added +641.9k +641,944
42 Family Investment Center, Inc. 10.54% of their portfolio Saint Joseph, MO 2,392,3762.4m $63.4m $63.4m 10.54% Added +260.2k +260,240
43 Journey Advisory Group, LLC 4.85% of their portfolio COVINGTON, KY 2,392,3752.4m $63.4m $63.4m 4.85% Added +92.3k +92,292
44 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.10% of their portfolio PLYMOUTH, MN 2,321,5492.3m $61.1m $61.1m 0.10% Added +191.6k +191,639
45 CAPTRUST FINANCIAL ADVISORS 0.08% of their portfolio RALEIGH, NC 1,895,5271.9m $50.3m $50.3m 0.08% Added +47.2k +47,180
46 Ellenbecker Investment Group 5.81% of their portfolio WAUKESHA, WI 1,884,4161.9m $50.0m $50.0m 5.81% Added +171.1k +171,057
47 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 1,882,7711.9m $49.9m $49.9m 0.04% Added +283.5k +283,455
48 RiverFront Investment Group, LLC 0.66% of their portfolio RICHMOND, VA 1,874,7591.9m $49.7m $49.7m 0.66% Added +3.4k +3,395
49 Vickerman Investment Advisors, Inc. 9.51% of their portfolio SPOKANE, WA 1,847,2651.8m $49.0m $49.0m 9.51% Added +212.2k +212,156
50 Ritter Daniher Financial Advisory LLC / DE 7.32% of their portfolio CINCINNATI, OH 1,813,8231.8m $48.1m $48.1m 7.32% Added +65.5k +65,470
51 GeoWealth Management, LLC 1.51% of their portfolio CHICAGO, IL 1,809,4141.8m $48.0m $48.0m 1.51% Added +75.1k +75,088
52 Stratos Investment Management, LLC 1.73% of their portfolio BEACHWOOD, OH 1,806,1831.8m $47.9m $47.9m 1.73% Reduced -73.3k -73,256
53 Kensington Asset Management, LLC 2.52% of their portfolio AUSTIN, TX 1,740,4311.7m $46.2m $46.2m 2.52% Added +50.0k +50,000
54 Prime Capital Investment Advisors, LLC 0.45% of their portfolio OVERLAND PARK, KS 1,732,5841.7m $45.9m $45.9m 0.45% Added +8.2k +8,238
55 Integrated Wealth Concepts LLC 0.22% of their portfolio WALTHAM, MA 1,725,3451.7m $45.8m $45.8m 0.22% Added +240.7k +240,704
56 OneDigital Investment Advisors LLC 0.38% of their portfolio OVERLAND PARK, KS 1,718,8181.7m $45.6m $45.6m 0.38% Added +147.3k +147,347
57 Waterway Wealth Management, LLC 8.88% of their portfolio THE WOODLANDS, TX 1,712,3851.7m $43.5m $43.5m 8.88% Added +69.0k +68,957
58 Sunflower Bank, N.A. 10.79% of their portfolio DALLAS, TX 1,702,3271.7m $45.1m $45.1m 10.79% Added +2.7k +2,669
59 HUB Investment Partners, LLC 0.83% of their portfolio AUSTIN, TX 1,700,9191.7m $45.1m $45.1m 0.83% Added +103.9k +103,890
60 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 5.69% of their portfolio Reston, VA 1,616,8501.6m $42.9m $42.9m 5.69% Added +110.3k +110,303
61 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 1,607,7501.6m $42.7m $42.7m 0.02% Added +462.3k +462,288
62 NOVEM GROUP 4.23% of their portfolio Rochester, NY 1,573,2251.6m $41.7m $41.7m 4.23% Added +1.3m +1,289,033
63 RFG Holdings, Inc. 8.74% of their portfolio Argyle, TX 1,572,1951.6m $41.7m $41.7m 8.74% Added +110.9k +110,856
64 Private Advisor Group, LLC 0.19% of their portfolio MORRISTOWN, NJ 1,545,7431.5m $41.0m $41.0m 0.19% Added +33.3k +33,257
65 RFG Advisory, LLC 0.63% of their portfolio BIRMINGHAM, AL 1,516,1001.5m $40.2m $40.2m 0.63% Added +895.5k +895,515
66 Stonebridge Financial Group, LLC 3.01% of their portfolio Wormleysburg, PA 1,495,9591.5m $39.7m $39.7m 3.01% Added +66.0k +66,018
67 Wall Capital Group, Inc. 31.21% of their portfolio PHOENIX, AZ 1,437,8491.4m $38.1m $38.1m 31.21% Added +161.6k +161,649
68 Annex Advisory Services, LLC 0.61% of their portfolio BROOKFIELD, WI 1,344,7201.3m $35.7m $35.7m 0.61% Added +497.2k +497,198
69 Crestmont Private Wealth LLC 9.94% of their portfolio HOUSTON, TX 1,336,4971.3m $35.4m $35.4m 9.94% Added +145.0k +145,024
70 Sheridan Capital Management, LLC 17.05% of their portfolio San Rafael, CA 1,335,7711.3m $35.4m $35.4m 17.05% Added +34.1k +34,051
71 Aprio Wealth Management, LLC 1.75% of their portfolio ATLANTA, GA 1,335,1871.3m $35.4m $35.4m 1.75% Added +151.3k +151,270
72 Wealth Alliance Advisory Group, LLC 5.11% of their portfolio Wichita, KS 1,331,3091.3m $35.3m $35.3m 5.11% Added +17.5k +17,480
73 D.B. Root & Company, LLC 7.44% of their portfolio PITTSBURGH, PA 1,320,3191.3m $35.0m $35.0m 7.44% Added +107.9k +107,887
74 Mutual Advisors, LLC 0.65% of their portfolio OMAHA, NE 1,291,7431.3m $34.3m $34.3m 0.65% Added +83.4k +83,383
75 Cardinal Point Capital Management ULC 1.91% of their portfolio TORONTO, A6 1,268,3161.3m $33.6m $33.6m 1.91% Added +84.5k +84,515
76 Continuum Advisory, LLC 2.64% of their portfolio EAGLE, ID 1,230,0541.2m $32.6m $32.6m 2.64% Added +57.2k +57,242
77 Mariner, LLC 0.03% of their portfolio Overland Park, KS 1,224,9561.2m $32.5m $32.5m 0.03% Added +535.6k +535,602
78 Heirloom Wealth Management 4.67% of their portfolio GREENWOOD VILLAGE, CO 1,214,4641.2m $32.2m $32.2m 4.67% New
79 Bridgewealth Advisory Group, LLC 6.02% of their portfolio Fresno, CA 1,201,9201.2m $31.9m $31.9m 6.02% Added +50.1k +50,086
80 Janney Montgomery Scott LLC 0.06% of their portfolio PHILADELPHIA, PA 1,164,9791.2m $30.9m $30.9m 0.06% Added +14.1k +14,097
81 CORRECT CAPITAL WEALTH MANAGEMENT 5.32% of their portfolio CLAYTON, MO 1,162,9511.2m $30.8m $30.8m 5.32% Added +12.6k +12,556
82 D.A. DAVIDSON & CO. 0.17% of their portfolio GREAT FALLS, MT 1,162,0021.2m $30.8m $30.8m 0.17% Added +73.4k +73,358
83 Allen Capital Group, LLC 2.52% of their portfolio GRAND ISLAND, NE 1,157,0191.2m $30.7m $30.7m 2.52% Added +67.5k +67,549
84 Intrua Financial, LLC 2.89% of their portfolio Houston, TX 1,150,6691.2m $30.5m $30.5m 2.89% Added +32.2k +32,180
85 Berger Financial Group, Inc 1.55% of their portfolio PLYMOUTH, MN 1,143,2081.1m $30.3m $30.3m 1.55% Reduced -9.7k -9,684
86 Visionary Wealth Advisors 1.13% of their portfolio O'FALLON, IL 1,082,3441.1m $28.7m $28.7m 1.13% Reduced -80.1k -80,119
87 Pictet North America Advisors SA 2.46% of their portfolio GENEVA 73, V8 1,054,1181.1m $28.0m $28.0m 2.46% Reduced -61.1k -61,063
88 Drake & Associates, LLC 4.63% of their portfolio WAUKESHA, WI 1,036,2951.0m $27.5m $27.5m 4.63% Added +59.2k +59,153
89 Mason & Associates, LLC 5.66% of their portfolio NEWPORT NEWS, VA 1,026,3481.0m $27.2m $27.2m 5.66% Added +39.4k +39,424
90 Wealthcare Advisory Partners LLC 0.52% of their portfolio WEST CHESTER, PA 1,025,9371.0m $27.2m $27.2m 0.52% Added +42.9k +42,869
91 Essex Financial Services, Inc. 1.32% of their portfolio ESSEX, CT 998,121998.1k $26.5m $26.5m 1.32% Added +47.8k +47,832
92 EnRich Financial Partners LLC 6.13% of their portfolio MADISON, WI 973,138973.1k $25.8m $25.8m 6.13% Added +70.4k +70,385
93 Sanchez Wealth Management Group 4.47% of their portfolio JACKSONVILLE, FL 962,189962.2k $25.5m $25.5m 4.47% Added +31.9k +31,917
94 Gemmer Asset Management LLC 1.71% of their portfolio WALNUT CREEK, CA 957,658957.7k $25.4m $25.4m 1.71% Added +16.0k +15,969
95 Creative Capital Management Investments LLC 5.83% of their portfolio SAN DIEGO, CA 952,568952.6k $25.3m $25.3m 5.83% Added +66.0k +65,954
96 VANCE WEALTH, LLC 5.64% of their portfolio SANTA CLARITA, CA 944,426944.4k $25.0m $25.0m 5.64% New
97 RAINEY & RANDALL WEALTH ADVISORS INC. 3.56% of their portfolio Celebration, FL 938,524938.5k $24.9m $24.9m 3.56% Added +160.2k +160,194
98 Welch Group, LLC 0.83% of their portfolio BIRMINGHAM, AL 913,614913.6k $24.2m $24.2m 0.83% Added +154.7k +154,736
99 Larson Financial Group LLC 0.64% of their portfolio ST LOUIS, MO 909,398909.4k $24.1m $24.1m 0.64% Added +152.6k +152,551
100 Members Advisory Group LLC 6.73% of their portfolio WILLIAMSVILLE, NY 909,360909.4k $24.1m $24.1m 6.73% Added +127.1k +127,147