Skip to content
Disclosery

PYLD PIMCO ETF TR

Follow

ETF (fund)

682 managers (690 13F filers) reported a position in PYLD shares at 2026-06-30, 464,931,881 shares in all. 73 filers opened a position and 36 filers sold out during the quarter.

Managers
682
13F filers
690
New
73
Added
447
Reduced
118
Sold out
36
Shares held by filers
464,931,881

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/25,058,752$665M0.04%+1,970,78613F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co23,403,799$621M0.08%+8,390,69813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY23,231,202$616M0.03%+2,230,15213F-HRTimelineGroup
LPL Financial LLC21,366,025$567M0.13%+3,357,78513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding13,737,884$364M+1,617,647Timeline
Sequoia Financial Advisors, LLC12,401,335$329M1.64%+1,406,45813F-HRTimeline
HighTower Advisors, LLC11,494,387$305M0.29%+717,64113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,859,536$261M0.05%+2,957,22213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,947,837$211M0.06%+1,046,88513F-HRTimelineGroup
Advance Capital Management, Inc.7,572,736$201M6.49%+462,83913F-HRTimeline
AE Wealth Management LLC7,451,681$198M0.92%-493,72813F-HRTimeline
Pure Financial Advisors, LLC7,290,629$193M2.46%new13F-HRTimeline
Retirement Planning Group, LLC7,173,455$190M4.83%+709,52813F-HRTimeline
NewEdge Advisors, LLC6,448,357$171M0.51%+839,29513F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding5,648,672$150M+16,638Timeline
UBS Group AGgroup of 2 filers holding5,611,008$149M+881,298Timeline
WCG Wealth Advisors LLC5,410,406$143M3.4%+2,010,15913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,161,831$137M0.76%+570,46213F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…4,500,000$119M0.41%+2,250,00013F-HRTimelineGroup
Waverly Advisors, LLC4,417,609$117M0.68%+4,404,06213F-HRTimeline
Destination Wealth Management4,271,419$113M2.65%+1,081,59213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,138,380$110M0.02%+1,254,06513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,068,193$108M0.02%+1,907,92113F-HRTimelineGroup
Advocacy Wealth Management, LLC4,039,522$107M3.89%+116,23713F-HRTimeline
Krilogy Financial LLC4,024,365$107M3.16%+277,43413F-HRTimeline
Bluespring Wealth Management, LLC3,639,240$96.5M1.86%new13F-HRTimeline
Confluence Wealth Services, Inc.3,595,528$95.4M2.73%+610,25913F-HRTimeline
GR FINANCIAL GROUP, LLC3,540,053$93.9M12.76%+53,66313F-HRTimeline
Ocean Park Asset Management, LLC3,280,700$87M4.19%new13F-HRTimeline
Horizon Investments, LLC3,289,695$86.3M0.95%+143,63113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,176,022$84.2M0.1%+720,94013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,168,820$84M0.04%+487,77113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP2,982,984$79.1M0.11%+1,440,71213F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,949,049$78.2M0.1%+366,06513F-HRTimeline
Fragasso Financial Advisors Inc2,907,277$77.1M4.12%+208,32713F-HRTimeline
Summit Financial, LLC2,847,673$75.5M0.83%+350,76013F-HRTimeline
Modern Wealth Management, LLC2,780,125$73.7M0.88%+2,674,04213F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding2,692,108$71.4M+648,783Timeline
Cetera Investment Advisers2,550,369$67.6M0.06%+601,37613F-HRTimeline
Falcon Wealth Planning2,529,761$67.1M4.24%+161,12113F-HRTimeline
Family Investment Center, Inc.2,392,376$63.4M10.54%+260,24013F-HRTimeline
Journey Advisory Group, LLC2,392,375$63.4M4.85%+92,29213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,321,549$61.1M0.1%+191,63913F-HRTimeline
Cambridge Investment Research Advisors,…2,097,186$55.6M0.12%+190,07013F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS1,895,527$50.3M0.08%+47,18013F-HRTimeline
Ellenbecker Investment Group1,884,416$50M5.81%+171,05713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,882,771$49.9M0.04%+283,45513F-HRTimelineGroup
RiverFront Investment Group, LLC1,874,759$49.7M0.66%+3,39513F-HRTimeline
Vickerman Investment Advisors, Inc.1,847,265$49M9.51%+212,15613F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,813,823$48.1M7.32%+65,47013F-HRTimeline
GeoWealth Management, LLC1,809,414$48M1.51%+75,08813F-HRTimeline
Kensington Asset Management, LLC1,740,431$46.2M2.52%+50,00013F-HRTimeline
Prime Capital Investment Advisors, LLC1,732,584$45.9M0.45%+8,23813F-HRTimeline
Integrated Wealth Concepts LLC1,725,345$45.8M0.22%+240,70413F-HRTimeline
OneDigital Investment Advisors LLC1,718,818$45.6M0.38%+147,34713F-HRTimeline
Sunflower Bank, N.A.1,702,327$45.1M10.79%+2,66913F-HR/ATimeline
HUB Investment Partners, LLC1,700,919$45.1M0.83%+103,89013F-HRTimeline
Waterway Wealth Management, LLC1,712,385$43.5M8.88%+68,95713F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…1,616,850$42.9M5.69%+110,30313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,607,750$42.7M0.02%+462,28813F-HRTimelineGroup
NOVEM GROUP1,573,225$41.7M4.23%+1,289,03313F-HRTimeline
RFG Holdings, Inc.1,572,195$41.7M8.74%+110,85613F-HRTimeline
Private Advisor Group, LLC1,545,743$41M0.19%+33,25713F-HRTimeline
RFG Advisory, LLC1,516,100$40.2M0.63%+895,51513F-HRTimeline
Stonebridge Financial Group, LLC1,495,959$39.7M3.01%+66,01813F-HRTimeline
Wall Capital Group, Inc.1,437,849$38.1M31.21%+161,64913F-HRTimeline
Annex Advisory Services, LLC1,344,720$35.7M0.61%+497,19813F-HRTimeline
Crestmont Private Wealth LLC1,336,497$35.4M9.94%+145,02413F-HRTimeline
Sheridan Capital Management, LLC1,335,771$35.4M17.05%+34,05113F-HRTimeline
Aprio Wealth Management, LLC1,335,187$35.4M1.75%+151,27013F-HRTimeline
Wealth Alliance Advisory Group, LLC1,331,309$35.3M5.11%+17,48013F-HRTimeline
D.B. Root & Company, LLC1,320,319$35M7.44%+107,88713F-HRTimeline
Mutual Advisors, LLC1,291,743$34.3M0.65%+83,38313F-HRTimeline
Cardinal Point Capital Management ULC1,268,316$33.6M1.91%+84,51513F-HRTimeline
Continuum Advisory, LLC1,230,054$32.6M2.64%+57,24213F-HRTimeline
Mariner, LLCin group Mariner, LLC1,224,956$32.5M0.03%+535,60213F-HRTimelineGroup
Heirloom Wealth Management1,214,464$32.2M4.67%new13F-HRTimeline
Bridgewealth Advisory Group, LLC1,201,920$31.9M6.02%+50,08613F-HRTimeline
Janney Montgomery Scott LLC1,164,979$30.9M0.06%+14,09713F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT1,162,951$30.8M5.32%+12,55613F-HRTimeline
D.A. DAVIDSON & CO.1,162,002$30.8M0.17%+73,35813F-HRTimeline
Allen Capital Group, LLC1,157,019$30.7M2.52%+67,54913F-HRTimeline
Intrua Financial, LLC1,150,669$30.5M2.89%+32,18013F-HRTimeline
Berger Financial Group, Inc1,143,208$30.3M1.55%-9,68413F-HRTimeline
Visionary Wealth Advisors1,082,344$28.7M1.13%-80,11913F-HRTimeline
Pictet North America Advisors SA1,054,118$28M2.46%-61,06313F-HRTimeline
Drake & Associates, LLC1,036,295$27.5M4.63%+59,15313F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding1,031,897$27.4M+49,956Timeline
Mason & Associates, LLC1,026,348$27.2M5.66%+39,42413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,025,937$27.2M0.52%+42,86913F-HRTimelineGroup
EnRich Financial Partners LLC973,138$25.8M6.13%+70,38513F-HRTimeline
Sanchez Wealth Management Group962,189$25.5M4.47%+31,91713F-HRTimeline
Gemmer Asset Management LLC957,658$25.4M1.71%+15,96913F-HRTimeline
Creative Capital Management Investments…952,568$25.3M5.83%+65,95413F-HRTimeline
VANCE WEALTH, LLC944,426$25M5.64%new13F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.938,524$24.9M3.56%+160,19413F-HRTimeline
Welch Group, LLC913,614$24.2M0.83%+154,73613F-HRTimeline
Larson Financial Group LLC909,398$24.1M0.64%+152,55113F-HRTimeline
Members Advisory Group LLC909,360$24.1M6.73%+127,14713F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV908,395$24.1M2.74%+90,71513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding906,133$24M+69,986Timeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding897,697$23.8M+87,221Timeline
First Heartland Consultants, Inc.889,771$23.6M1.53%+1,04813F-HRTimeline
MinichMacGregor Wealth Management, LLC883,704$23.4M3.56%+48,77213F-HRTimeline
Orion Porfolio Solutions, LLC880,493$23.4M0.18%-27,17913F-HRTimeline
Hutchens & Kramer Investment Management…875,246$23.2M6.22%+102,57413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC865,182$22.9M0.4%+35,53713F-HRTimeline
FIRST AMERICAN TRUST, FSB864,767$22.9M1.38%+146,26713F-HRTimeline
Sanctuary Advisors, LLC861,435$22.8M0.11%+36,88213F-HRTimeline
Trajan Wealth LLC848,600$22.5M0.85%+8,95313F-HRTimeline
Legacy Financial Advisors, Inc.836,433$22.2M2.7%+22,06913F-HRTimeline
Great Point Wealth Advisors, LLC831,789$22.1M3.56%+42,87513F-HRTimeline
BIP Wealth, LLC824,278$21.9M0.62%+204,30513F-HRTimeline
LexAurum Advisors, LLC813,864$21.6M2.49%+72,24013F-HRTimeline
MAI Capital Management770,116$20.4M0.08%+137,17813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC758,272$20.1M2.11%-50,77313F-HRTimeline
DAHRING | CUSMANO LLC755,064$20M10.56%+36,31213F-HRTimeline
Alliance Private Wealth, LLC745,869$19.8M6.87%-48,25813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC744,439$19.7M0.43%-29,10113F-HRTimelineGroup
Bare Financial Services, Inc740,647$19.6M4.51%+75,90513F-HRTimeline
Scott Capital Advisors, LLC740,151$19.6M3.07%+89,31913F-HRTimeline
Family Manage LLC739,391$19.6M2.06%-20,19013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…737,516$19.6M0.17%+573,64413F-HRTimelineGroup
True North Advisors, LLC720,470$19.1M1.83%-49,24913F-HRTimeline
Symphony Financial Services, Inc.717,840$19M8.55%-69,60213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC713,179$18.9M0.97%+55,76913F-HRTimeline
Wagner Wealth Management, LLC711,351$18.9M3.49%+554,50613F-HRTimeline
EQ WEALTH ADVISORS, LLC710,027$18.8M10.35%+46,09113F-HRTimeline
Stokes Capital Advisors, LLC696,655$18.5M3.96%+8,30913F-HRTimeline
Pinnacle Wealth Management, LLC695,219$18.4M11.42%+67413F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC691,288$18.3M8.54%+38,18213F-HRTimeline
Beta Wealth Group, Inc.691,099$18.3M6.87%+33,56013F-HRTimeline
DAVENPORT & Co LLC689,682$18.3M0.09%+169,44213F-HRTimeline
O'Connor Financial Group LLC680,796$18.1M6.39%+429,45013F-HRTimeline
Kozak & Associates, Inc.681,232$17.9M3.11%+668,95613F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC667,152$17.7M5.24%+20,48913F-HRTimeline
Base Wealth Management LLC657,199$17.4M8.11%+76,05213F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC644,671$17.1M4.65%+134,91513F-HRTimeline
Financial Futures Ltd Liability Co.639,399$17M6.46%+36,24913F-HRTimeline
Beacon Capital Management, Inc.619,725$16.4M0.99%+5,76313F-HRTimeline
IHT Wealth Management, LLC611,946$16.2M0.35%-47,32913F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS607,691$16.1M1.64%new13F-HRTimeline
Northside Capital Management, LLC599,905$15.9M1.3%+1,56213F-HRTimeline
San Luis Wealth Advisors LLC590,775$15.7M2.36%+254,14013F-HRTimeline
Astoria Portfolio Advisors LLC.578,797$15.3M2.6%+102,13313F-HRTimeline
Vise Technologies, Inc.575,329$15.3M0.17%+556,16313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC562,645$14.9M0.36%+15,53013F-HRTimeline
Gateway Wealth Partners, LLC558,957$14.8M0.89%-479,69213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…556,814$14.8M0.5%-40,03313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC555,131$14.7M0.02%+121,30913F-HRTimelineGroup
CLG LLC554,611$14.7M3.23%+33,28213F-HRTimeline
Copper Harbor Investment Advisors, LLC552,734$14.7M3.1%13F-HRTimeline
Atria Investments, Inc544,755$14.4M0.14%+23,79013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management543,086$14.4M0.14%-195,18913F-HRTimelineGroup
ABLE Financial Group, LLC537,848$14.3M2.39%+7,81413F-HRTimeline
VICUS CAPITAL518,936$13.8M0.89%+4,83413F-HRTimeline
Mueller Wealth, LLC505,932$13.4M9.13%+42,64513F-HRTimeline
ERn Financial, LLC500,101$13.3M2.19%+34,29213F-HRTimeline
Avondale Wealth Management496,901$13.2M5.37%+79,04313F-HRTimeline
Kelman-Lazarov, Inc.489,951$13M1.7%-8,18313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC489,698$13M0.87%+20,01813F-HRTimelineGroup
MJP ASSOCIATES INC /ADV489,335$13M1.42%+19,66013F-HRTimeline
Wilkerson Advisory Group LLC488,746$13M3.98%+26,50513F-HRTimeline
Grey Ledge Advisors, LLC487,321$12.9M2.6%+16,04113F-HRTimeline
Farther Finance Advisors, LLC477,515$12.7M0.1%-38,05213F-HRTimeline
Mid-American Wealth Advisory Group, Inc.477,497$12.7M4.58%+390,79713F-HRTimeline
Vigilare Wealth Management476,258$12.6M3.87%new13F-HRTimeline
Johnson & White Wealth Management, LLC463,895$12.3M4.6%+48,32413F-HRTimeline
Hopwood Nicholas Hunter461,330$12.2M3.36%+62,55513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.451,206$12M0.07%+37,76813F-HRTimelineGroup
Breakwater Capital Group449,562$11.9M1.43%+23,05913F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC445,882$11.8M1.35%-24,00213F-HRTimeline
Pasadena Private Wealth, LLC444,116$11.8M1.51%+25,82713F-HRTimeline
Optimus Capital Advisors, LLC433,159$11.5M6.17%+17,12413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC431,764$11.5M0.03%+58,73613F-HRTimelineGroup
White Pine Investment CO421,294$11.2M2.38%+163,60413F-HRTimeline
Selby Wealth Management, LLC420,915$11.2M3.96%+18,29313F-HRTimeline
S.E.E.D. Planning Group LLC412,929$11M2.89%new13F-HRTimeline
LHM, INC.412,593$10.9M3.73%-25,10013F-HRTimeline
WESPAC Advisors SoCal, LLC408,065$10.8M1.94%+22,65913F-HRTimeline
Precision Wealth Strategies, LLC401,260$10.6M3.21%-51,54813F-HRTimeline
Fiduciary Alliance LLC401,140$10.6M0.72%+35,27513F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC398,349$10.6M3.1%+28,58813F-HRTimeline
Wayfinding Financial, LLC396,619$10.5M3.98%+15,39113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP389,377$10.3M0.01%+108,70613F-HRTimelineGroup
SENTINEL PENSION ADVISORS, LLC392,208$10.3M1.35%+33,87813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding380,226$10.1M+15,285Timeline
RENAISSANCE TECHNOLOGIES LLC380,100$10.1M0.01%+314,10013F-HRTimeline
Richard W. Paul & Associates, LLC374,816$9.94M3.04%+85,52913F-HRTimeline
HANCOCK WHITNEY CORP371,308$9.85M0.16%-21,72313F-HRTimeline
J HAGAN CAPITAL, INC.369,804$9.81M4.54%+23,51013F-HRTimeline
Bleakley Financial Group, LLC364,987$9.68M0.12%+11,38413F-HRTimeline
Alexis Investment Partners, LLC362,977$9.65M5.64%new13F-HRTimeline
Private Advisory Group LLC363,816$9.65M0.54%+63,45413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.363,294$9.63M0.15%+158,05413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV362,426$9.61M0.46%+348,92813F-HRTimeline
Strata Wealth Advisors, LLC356,720$9.46M2.31%+82,20513F-HRTimeline
PAX Financial Group, LLC353,346$9.37M1.39%+51,22413F-HRTimeline
MEANS INVESTMENT CO., INC.347,052$9.2M0.7%+142,54913F-HRTimeline
Econ Financial Services Corp344,963$9.15M4.27%+29,42913F-HRTimeline