PYLD institutional holders

PIMCO Multisector Bond Active Exchange-Traded Fund · 707 reporting institutions · $12.4B reported value

Funds that can replace PYLD · PYLD return decomposition

Institutional holdings

Institutions reporting PYLD, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$664.6M02026-06-30
Charles Schwab Investment Management Inc$620.7M372026-06-30
Morgan Stanley$616.1M23,1852026-06-30
Lpl Financial LLC$566.6M23,4582026-06-30
Envestnet Pmc$359.4M602026-06-30
Sequoia Financial Group, LLC$328.9M2582026-06-30
Hightower Advisors, LLC$304.8M1,0462026-06-30
Wells Fargo & Company/mn$261.5M02026-06-30
Raymond James Financial Inc$210.8M02026-06-30
Advance Capital Management, Inc.$200.8M312026-06-30
Ae Wealth Management LLC$197.6M4712026-06-30
Pure Financial Advisors, LLC$193.3M882026-06-30
Retirement Planning Group, LLC$190.2M02026-06-30
Newedge Advisors$171M6012026-06-30
UBS Group AG$148.8M02026-06-30
Wcg Wealth Advisors LLC$143.5M1302026-06-30
United Capital Financial Advisors, LLC$136.7M1662026-06-30
Cwm, LLC$131.1M6672026-03-31
State of New Jersey Common Pension Fund D$119.3M02026-06-30
Waverly Advisors, LLC$117.2M2312026-06-30
Destination Wealth Management$113.3M372026-06-30
Truwealth Advisors, LLC$110.8M02026-03-31
Royal Bank of Canada$109.7M02026-06-30
Bank of New York Mellon Corp$107.9M02026-06-30
Advocacy Wealth Management, LLC$107.1M302026-06-30
Krilogy$106.7M642026-06-30
Bluespring Wealth Management, LLC$96.5M502026-06-30
Confluence Wealth Services, Inc.$95.4M452026-06-30
Gr Financial Group, LLC$93.9M72026-06-30
Stratos Wealth Partners, Ltd.$88.9M3862026-06-30
Ocean Park Asset Management, LLC$87M122026-06-30
Horizon Investments, LLC$86.3M272026-06-30
Osaic Holdings, Inc.$84.2M02026-06-30
Northwestern Mutual Wealth Management Co$84M02026-06-30
Corient Private Wealth LP$79.1M6742026-06-30
Commonwealth Equity Services, LLC$78.2M2,8632026-06-30
Fragasso Financial Advisors Inc$77.1M252026-06-30
Summit Financial, LLC$75.5M2292026-06-30
Modern Wealth Management, LLC$73.7M1612026-06-30
Cetera Investment Advisers$67.6M10,3702026-06-30
Falcon Wealth Planning$67.1M242026-06-30
Apollon Wealth Management, LLC$66.3M1512026-06-30
Family Investment Center, Inc.$63.4M122026-06-30
Journey Advisory Group, LLC$63.4M182026-06-30
Wealth Enhancement Advisory Services, LLC$61.1M1,0262026-06-30
Captrust Financial Advisors$50.3M9622026-06-30
Ellenbecker Investment Group$50M202026-06-30
Stifel Financial Corp$49.9M02026-06-30
Riverfront Investment Group, LLC$49.7M302026-06-30
Vickerman Investment Advisors, Inc.$49M52026-06-30
Ritter Daniher Financial Advisory LLC / de$48.1M02026-06-30
Geowealth Management, LLC$48M02026-06-30
Stratos Investment Management, LLC$47.9M72026-06-30
Kensington Asset Management, LLC$46.2M72026-06-30
Prime Capital Financial$45.9M2652026-06-30
Integrated Wealth Concepts LLC$45.8M4802026-06-30
Onedigital Investment Advisors LLC$45.6M3862026-06-30
Sunflower Bank, N.A.$45.1M02026-06-30
Hub Investment Partners, LLC$45.1M1182026-06-30
Waterway Wealth Management, LLC$43.5M62026-06-30
Acorn Financial Advisory Services Inc /adv$42.9M172026-06-30
Jones Financial Companies LLLP$42.7M02026-06-30
Novem Group$41.7M322026-06-30
Rfg Holdings, Inc.$41.7M82026-06-30
Private Advisor Group, LLC$41M9272026-06-30
Rfg Advisory, LLC$40.2M1912026-06-30
Stonebridge Financial Group, LLC$39.7M252026-06-30
Wall Capital Group, Inc.$38.1M32026-06-30
Annex Advisory Services, LLC$35.7M982026-06-30
Crestmont Private Wealth LLC$35.4M42026-06-30
Sheridan Capital Management, LLC$35.4M12026-06-30
Aprio Wealth Management, LLC$35.4M362026-06-30
Wealth Alliance Advisory Group, LLC$35.3M62026-06-30
D.B. Root & Company, LLC$35M152026-06-30
Mutual Advisors, LLC$34.3M1532026-06-30
Cardinal Point Capital Management Ulc$33.6M82026-06-30
Continuum Advisory, LLC$32.6M402026-06-30
Mariner, LLC$32.5M02026-06-30
Heirloom Wealth Management LLC$32.2M192026-06-30
Bridgewealth Advisory Group, LLC$31.9M52026-06-30
Correct Capital Wealth Management$30.8M72026-06-30
D.A. Davidson & Co.$30.8M6892026-06-30
Allen Capital Group, LLC$30.7M222026-06-30
Intrua Financial, LLC$30.5M362026-06-30
Berger Financial Group, Inc$30.3M512026-06-30
Visionary Wealth Advisors$28.7M462026-06-30
Pictet North America Advisors SA$28M02026-06-30
Drake & Associates, LLC$27.5M172026-06-30
Mason & Associates, LLC$27.2M02026-06-30
Wealthcare Advisory Partners LLC$27.2M1702026-06-30
Essex Financial Services, Inc.$26.5M332026-06-30
Enrich Financial Partners LLC$25.8M42026-06-30
Sanchez Wealth Management Group$25.5M32026-06-30
Gemmer Asset Management LLC$25.4M82026-06-30
Creative Capital Management Investments LLC$25.3M62026-06-30
Vance Wealth$25M132026-06-30
Rainey & Randall Wealth Advisors Inc.$24.9M42026-06-30
Welch Group, LLC$24.2M282026-06-30
Larson Financial Group LLC$24.1M672026-06-30
Members Advisory Group LLC$24.1M12026-06-30
Eclectic Associates Inc /adv$24.1M112026-06-30
First Heartland Consultants, Inc.$23.6M992026-06-30
Minichmacgregor Wealth Management, LLC$23.4M82026-06-30
Orion Porfolio Solutions, LLC$23.4M1992026-06-30
Monon Wealth Management$23.2M72026-06-30
Evergreen Capital Management LLC$22.9M282026-06-30
First American Trust, Fsb$22.9M02026-06-30
Sanctuary Advisors, LLC$22.8M4012026-06-30
Trajan Wealth LLC$22.5M522026-06-30
Kestra Advisory Services, LLC$22.2M1,4792026-06-30
Legacy Financial Advisors, Inc.$22.2M132026-06-30
Great Point Wealth Advisors, LLC$22.1M32026-06-30
Bip Wealth, LLC$21.9M622026-06-30
Lexaurum Advisors, LLC$21.6M352026-06-30
Mai Capital Management$20.4M3082026-06-30
Victory Financial Group, LLC$20.1M562026-06-30
Dahring | Cusmano LLC$20M92026-06-30
Alliance Private Wealth, LLC$19.8M72026-06-30
Creativeone Wealth, LLC$19.7M2212026-06-30
Bare Financial Services, Inc$19.6M102026-06-30
Scott Capital Advisors, LLC$19.6M62026-06-30
Family Manage LLC$19.6M102026-06-30
Concurrent Investment Advisors, LLC$19.6M3492026-06-30
True North Advisors, LLC$19.1M322026-06-30
Symphony Financial Services, Inc.$19M102026-06-30
Founders Financial Securities LLC$18.9M1172026-06-30
Wagner Wealth Management, LLC$18.9M52026-06-30
Eq Wealth Advisors, LLC$18.8M32026-06-30
Cary Street Partners Financial LLC$18.7M02026-06-30
Stokes Capital Advisors, LLC$18.5M12026-06-30
Pinnacle Wealth Management, LLC$18.4M02026-06-30
Riverchase Wealth Management, LLC$18.3M32026-06-30
Beta Wealth Group, Inc.$18.3M32026-06-30
Davenport & Co LLC$18.3M3392026-06-30
O'Connor Financial Group LLC$18.1M42026-06-30
Kozak & Associates, Inc.$17.9M02026-06-30
Castle Wealth Management LLC$17.7M52026-06-30
Base Wealth Management$17.4M72026-06-30
Flynn Zito Capital Management, LLC$17.1M72026-06-30
Financial Futures Ltd Liability Co.$17M32026-06-30
Beacon Capital Management, Inc.$16.4M262026-06-30
Fortress Wealth Management, Inc.$16.3M02025-09-30
Iht Wealth Management LLC$16.2M1592026-06-30
Fiduciary Financial Advisors$16.1M512026-06-30
Northside Capital Management, LLC$15.9M82026-06-30
San Luis Wealth Advisors$15.7M72026-06-30
Astoria Portfolio Advisors Llc.$15.3M122026-06-30
Vise Technologies, Inc.$15.3M02026-06-30
Daymark Wealth Partners, LLC$14.9M372026-06-30
Gateway Wealth Partners, LLC$14.8M1012026-06-30
Eversource Wealth Advisors, LLC$14.8M772026-06-30
Cerity Partners LLC$14.7M7772026-06-30
Clg LLC$14.7M232026-06-30
Copper Harbor Investment Advisors, LLC$14.7M52026-06-30
Atria Investments, Inc$14.4M62026-06-30
Brookstone Capital Management$14.4M3372026-06-30
Able Financial Group, LLC$14.3M92026-06-30
Vicus Capital$13.8M902026-06-30
Mueller Wealth, LLC$13.4M22026-06-30
Ern Financial, LLC$13.3M102026-06-30
Avondale Wealth Management LLC$13.2M42026-06-30
Stratos Wealth Advisors, LLC$13M712026-06-30
Kelman-Lazarov, Inc.$13M132026-06-30
Advisor Os, LLC$13M22026-06-30
Mjp Associates Inc /adv$13M122026-06-30
Wilkerson Advisory Group LLC$13M52026-06-30
Grey Ledge Advisors, LLC$12.9M82026-06-30
Farther Finance Advisors, LLC$12.7M3342026-06-30
Mid-American Wealth Advisory Group, Inc.$12.7M72026-06-30
Vigilare Wealth Management LLC$12.6M42026-06-30
Johnson & White Wealth Management LLC$12.3M72026-06-30
Hopwood Nicholas Hunter$12.2M32026-06-30
Equitable Holdings, Inc.$12M02026-06-30
Breakwater Capital Group$11.9M52026-06-30
Lake Street Private Wealth, LLC$11.8M62026-06-30
Pasadena Private Wealth, LLC$11.8M02026-06-30
Optimus Capital Advisors, LLC$11.5M02026-06-30
Tidal Investments LLC$11.5M02026-06-30
Selby Wealth Management$11.2M32026-06-30
Seed. Planning Group LLC$11M02026-06-30
Lhm, Inc.$10.9M02026-06-30
Wespac Advisors Socal, LLC$10.8M102026-06-30
Precision Wealth Strategies, LLC$10.6M82026-06-30
The Fiduciary Alliance$10.6M492026-06-30
Avaii Wealth Management, LLC$10.6M112026-06-30
Truist Financial Corp$10.3M02026-06-30
Sentinel Pension Advisors, LLC$10.3M512026-06-30
Renaissance Technologies LLC$10.1M02026-06-30
Richard W. Paul & Associates, LLC$9.9M72026-06-30
Hancock Whitney Corp$9.8M02026-06-30
J Hagan Capital, Inc.$9.8M52026-06-30
Bleakley Financial Group, LLC$9.7M1242026-06-30
Alexis Investment Partners, LLC$9.7M02026-06-30
Private Advisory Group LLC$9.6M182026-06-30
Great Valley Advisor Group, LLC$9.6M2052026-06-30
Creative Financial Designs Inc /adv$9.6M02026-06-30
Strata Wealth Advisors, LLC$9.5M102026-06-30
Pax Financial Group, LLC$9.4M152026-06-30
Means Investment Co., Inc.$9.2M132026-06-30
Econ Financial Services Corp$9.1M42026-06-30
Founders Financial Alliance, LLC$9.1M322026-06-30
Rollins Financial Advisors, LLC$9.1M72026-06-30
Exchange Traded Concepts, LLC$9M02026-06-30
Pfg Advisors$8.9M832026-06-30
Focus Partners Advisor Solutions, LLC$8.9M422026-06-30
Integrity Investment Advisors, LLC$8.9M22026-06-30
Jpmorgan Chase & Co$8.9M02026-06-30
Lokken Investment Group LLC$8.7M02025-09-30
Harbour Investments, Inc.$8.7M2472026-06-30
Great Diamond Partners, LLC$8.5M82026-06-30
Goldman Sachs Group Inc$8.5M02026-06-30
Refined Wealth Management$8.4M52026-06-30
Brick & Kyle Associates Inc$8.4M52026-06-30
&partners$8.3M5552026-06-30
Parr McKnight Wealth Management Group, LLC$8.3M102026-06-30
Delta Investment Management, LLC$8.2M262026-06-30
Sentinel Advisory Group, LLC$8.1M72026-06-30
Quadcap Wealth Management, LLC$8M132026-06-30
Halbert Hargrove Global Advisors, LLC$7.9M432026-06-30
Lvw Advisors, LLC$7.9M82026-06-30
O'Donnell Financial Services, LLC$7.8M62026-06-30
Clearstead; Clearstead Advisory Solutions$7.8M642026-06-30
Landmark Wealth Management, LLC$7.7M02026-06-30
Arbor Trust Wealth Advisors, LLC$7.6M32026-06-30
Coastal Bridge Advisors, LLC$7.6M392026-06-30
J.W. Cole Advisors, Inc.$7.5M4992026-06-30
Dakota Wealth Management$7.5M02026-06-30
Argo Wealth Advisory, LLC$7.5M22026-06-30
Wagner Wealth Management, Corp.$7.4M32026-06-30
Hedeker Wealth, LLC$7.4M22026-06-30
Security Financial Services, Inc.$7.3M102026-06-30
Weaver Consulting Group, LLC$7.2M42026-06-30
Vestgen Advisors, LLC$7.2M582026-06-30
Carsonallaria Wealth Management, Ltd.$7.2M62026-06-30
Hobbs Group Advisors LLC$7.2M72026-06-30
J. Mark Nickell & Co.$7.2M32026-06-30
Lifegoal Investments, LLC$7.1M62026-06-30
Beacon Pointe Advisors, LLC$7.1M4662026-06-30
Eldridge Investment Advisors Inc$7M82026-06-30
Sharpepoint, LLC$7M32026-06-30
Asset Advisory Group, Inc.$7M22026-06-30
New Edge Wealth$7M1512026-06-30
Redhawk Wealth Advisors, Inc.$6.9M432026-06-30
Gotham Asset Management, LLC$6.9M52026-06-30
Wny Asset Management, LLC$6.8M292026-06-30
Mirae Asset Global Investments Co., Ltd.$6.6M02026-06-30
Bcgm Wealth Management, LLC$6.6M112026-06-30
Geneos Wealth Management, Inc.$6.6M1932026-06-30
Williams & Novak, LLC$6.4M52026-06-30
Oak Wealth Advisors LLC$6.4M32026-06-30

The 250 largest of 707 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30