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Disclosery

PYLD PIMCO ETF TR

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ETF (fund)

311 managers (313 13F filers) reported a position in PYLD shares at 2024-12-31, 88,245,503 shares in all. 68 filers opened a position and 5 filers sold out during the quarter.

Managers
311
13F filers
313
New
68
Added
175
Reduced
33
Sold out
5
Shares held by filers
88,245,503

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Kingsview Wealth Management, LLC31,264$810K0.02%+1,61513F-HRTimeline
Pinnacle Financial Group, LLC / IL31,229$809K0.32%+14,68213F-HRTimeline
Financial Connections Group, Inc.31,038$804K0.39%+2,30313F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.30,400$788K0.35%+4,83413F-HRTimeline
Moloney Securities Asset Management, LLC30,063$779K0.1%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI29,892$775K0.04%-1,68713F-HRTimeline
Prospera Financial Services Inc28,042$727K0.02%+11,54213F-HRTimeline
IHT Wealth Management, LLC27,952$725K0.02%+61613F-HRTimeline
AMERIFLEX GROUP, INC.27,605$722K0.33%13F-HRTimeline
Crown Wealth Group, LLC27,660$717K0.29%-46,08113F-HRTimeline
COZAD ASSET MANAGEMENT INC27,430$711K0.07%+11,45213F-HRTimeline
RFG Advisory, LLC26,712$692K0.02%+3,59613F-HRTimeline
MSH Capital Advisors LLC25,846$670K0.21%+1,51313F-HRTimeline
Ruggaard & Associates LLC25,761$668K0.29%+10,70213F-HRTimeline
Legacy Capital Wealth Partners, LLC25,471$660K0.16%-60313F-HRTimeline
Tranquilli Financial Advisor LLC25,394$658K0.42%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC25,178$653K0.11%+2,40513F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.25,035$649K0.55%13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding24,723$641K+4,711Timeline
STAGE HARBOR FINANCIAL, LLC24,521$636K0.55%+32713F-HRTimeline
Beckerman Institutional, LLC23,994$622K0.5%+5,93113F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…23,358$605K0.12%+16,24513F-HRTimeline
Intelligence Driven Advisers, LLC23,146$600K0.11%-3,59013F-HRTimeline
PFG Advisors23,013$596K0.04%new13F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC22,764$590K0.42%new13F-HRTimeline
Rollins Financial Advisors, LLC21,860$567K0.09%+4,26513F-HRTimeline
Farther Finance Advisors, LLC21,597$560K0.02%-2,83213F-HRTimeline
PFS Partners, LLC21,491$557K0.3%new13F-HRTimeline
GPS Wealth Strategies Group, LLC20,724$537K0.07%+11,09813F-HRTimeline
Lloyd Advisory Services, LLC.20,237$525K0.25%-56813F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…19,809$513K0.16%+8,45713F-HRTimeline
Mayfair Advisory Group, LLC19,726$511K0.3%new13F-HRTimeline
Northwest Capital Management Inc19,075$494K0.21%013F-HRTimeline
TD Waterhouse Canada Inc.18,525$480K<0.01%-13,11013F-HRTimeline
LexAurum Advisors, LLC17,729$460K0.09%new13F-HRTimeline
&PARTNERS17,419$452K0.01%+8,24113F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV17,151$449K0.44%+4,63513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.16,971$440K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC16,809$436K0.01%+50413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…16,793$435K0.06%-7,60513F-HRTimeline
J.W. COLE ADVISORS, INC.16,738$434K0.02%new13F-HRTimeline
Financial Advocates Investment Manageme…16,698$433K0.02%+1,42113F-HRTimeline
FLOW TRADERS U.S. LLC16,064$416K0.02%-19,82413F-HRTimeline
WORLD EQUITY GROUP, INC.15,978$414K0.09%new13F-HRTimeline
Investment Advisory Group, LLC15,298$397K0.13%new13F-HRTimeline
Golden State Wealth Management, LLC15,077$391K0.06%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV15,065$390K<0.01%-13,44513F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC14,889$386K0.03%+4,33213F-HRTimelineGroup
Pasadena Private Wealth, LLC14,345$372K0.08%+2,10813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,240$369K0.01%+2413F-HRTimeline
Pinnacle Wealth Management, LLC14,088$365K0.41%+74413F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners13,546$351K0.06%+1,29213F-HRTimelineGroup
PRIVATE TRUST CO NA13,366$346K0.04%+1,72513F-HRTimeline
Sanctuary Advisors, LLC12,728$333K<0.01%+4,62513F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC12,754$331K0.06%013F-HRTimeline
Geneos Wealth Management Inc.12,661$328K0.01%new13F-HRTimeline
Riggs Capital Management LLC12,534$325K0.32%13F-HRTimeline
Arrowroot Family Office, LLC12,303$319K0.17%+3813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/12,223$317K<0.01%+8913F-HRTimelineGroup
Lodestone Wealth Management LLC12,100$314K0.16%+2,06713F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC11,945$310K0.08%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC11,934$309K0.11%-39913F-HRTimeline
Resurgent Financial Advisors LLC11,788$306K0.18%new13F-HRTimeline
Summit Investment Advisory Services, LLC11,706$303K0.16%+4,14713F-HRTimeline
Fairvoy Private Wealth, LLC11,697$303K0.08%13F-HRTimeline
Apella Capital, LLC11,632$302K0.01%-15,10513F-HRTimeline
SteelPeak Wealth, LLC11,570$301K0.01%new13F-HRTimeline
COMERICA BANK11,458$297K<0.01%+5,22713F-HR/ATimeline
AVAII WEALTH MANAGEMENT, LLC11,308$293K0.14%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC10,880$282K0.03%new13F-HRTimeline
Csenge Advisory Group10,803$280K0.02%+83413F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC10,350$270K0.09%+37513F-HRTimeline
Swisher Financial Concepts, Inc.10,346$268K0.32%-11,64113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC9,697$251K0.18%13F-HRTimeline
Medallion Wealth Advisors, LLC9,450$245K0.12%13F-HRTimeline
Raleigh Capital Management Inc.9,308$241K0.09%+6213F-HRTimeline
CRA Financial Services, LLC9,170$238K0.04%new13F-HRTimeline
Steward Partners Investment Advisory, L…9,112$236K<0.01%+7,81213F-HRTimeline
Oak Wealth Advisors LLC9,075$235K0.18%13F-HRTimeline
Cyndeo Wealth Partners, LLC8,690$225K0.02%-5,18413F-HRTimeline
NorthCoast Asset Management LLC8,600$223K<0.01%new13F-HR/ATimeline
Trademark Financial Management, LLC8,401$218K0.17%new13F-HRTimeline
SignalPoint Asset Management, LLC8,000$207K0.05%013F-HRTimeline
NavPoint Financial, Inc.7,804$202K0.16%new13F-HRTimeline
Cape Investment Advisory, Inc.7,740$201K0.08%+1,19313F-HRTimeline
Kozak & Associates, Inc.7,345$190K0.04%new13F-HRTimeline
Future Financial Wealth Managment LLC6,631$172K0.13%+35713F-HRTimeline
Global Retirement Partners, LLC5,466$142K<0.01%+2,02013F-HRTimeline
TD Capital Management LLC5,212$135K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC4,380$114K<0.01%new13F-HRTimeline
Venturi Wealth Management, LLC4,400$114K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,983$103K<0.01%+3,82513F-HRTimelineGroup
Parkside Financial Bank & Trust3,901$101K0.01%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC3,680$95.4K0.04%new13F-HRTimeline
Redwood Park Advisors LLC3,502$90.8K0.08%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,921$75.7K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,593$67.2K<0.01%new13F-HRTimelineGroup
EASTERN BANK2,511$65.1K<0.01%new13F-HRTimeline
Global Trust Asset Management, LLC2,432$63K0.02%new13F-HRTimeline
First Horizon Advisors, Inc.1,351$35K<0.01%+24713F-HRTimeline
Quest 10 Wealth Builders, Inc.1,286$33.3K0.03%13F-HRTimeline
MATHER GROUP, LLC.1,177$30.5K<0.01%-58113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.954$24.7K<0.01%-78613F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE654$17K<0.01%+3413F-HRTimelineGroup
Continuum Advisory, LLC593$15.4K<0.01%+16613F-HRTimeline
FPC INVESTMENT ADVISORY, INC.347$9.08K0.01%new13F-HRTimeline
WR Wealth Planners, LLC302$7.83K<0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC300$7.78K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.115$3K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1$26<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.