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Disclosery

PYLD PIMCO ETF TR

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ETF (fund)

377 managers (383 13F filers) reported a position in PYLD shares at 2025-03-31, 139,009,579 shares in all. 91 filers opened a position and 18 filers sold out during the quarter.

Managers
377
13F filers
383
New
91
Added
220
Reduced
58
Sold out
18
Shares held by filers
139,009,579

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Foundry Financial Group, Inc.59,894$1.58M0.97%+73313F-HRTimeline
Western Wealth Management, LLC58,772$1.55M0.1%+6,26313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding57,950$1.53M+33,227Timeline
RFG Advisory, LLC57,849$1.52M0.04%+31,13713F-HRTimeline
Gallacher Capital Management LLC57,845$1.52M0.74%-15,09013F-HRTimeline
Noble Wealth Management PBC56,568$1.49M1.02%-2,00813F-HRTimeline
Williams & Novak Wealth Management, LLC54,454$1.43M1.4%-12,85713F-HRTimeline
Confluence Wealth Services, Inc.55,222$1.43M0.09%new13F-HRTimeline
Hobbs Group Advisors, LLC53,476$1.41M0.54%new13F-HRTimeline
IFP Advisors, Inc53,372$1.41M0.04%+25413F-HRTimeline
Mayfair Advisory Group, LLC51,947$1.37M0.79%+32,22113F-HRTimeline
Riverbend Wealth Management, LLC51,580$1.36M1.22%new13F-HRTimeline
Taylor & Morgan Wealth Management, LLC51,520$1.36M1.02%+3,60713F-HRTimeline
RMR Wealth Builders51,265$1.35M0.14%+6,81213F-HRTimeline
Tranquilli Financial Advisor LLC51,100$1.35M0.85%+25,70613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …48,475$1.28M0.02%+2,63013F-HRTimelineGroup
HICKORY ASSET MANAGEMENT, INC.48,092$1.27M1.13%+23,05713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC47,551$1.25M0.04%new13F-HRTimeline
SYNOVUS FINANCIAL CORP47,474$1.25M0.02%-2,05713F-HRTimeline
GSG Advisors LLC48,333$1.25M0.41%+12,37813F-HRTimeline
Savvy Advisors, Inc.47,275$1.25M0.13%+73213F-HRTimeline
Peterson Wealth Advisors, LLC47,689$1.24M0.24%new13F-HRTimeline
Element Wealth, LLC45,133$1.19M0.64%+11,53513F-HRTimeline
Argent Trust Co44,549$1.17M0.05%new13F-HRTimeline
Integrity Wealth Solutions LLC44,020$1.16M0.63%new13F-HRTimeline
CHOREO, LLC43,889$1.16M0.02%new13F-HRTimeline
BEACON FINANCIAL PLANNING, INC43,019$1.13M0.65%+8,01413F-HRTimeline
EVOKE WEALTH, LLC42,638$1.12M0.03%+413F-HRTimeline
MML INVESTORS SERVICES, LLC42,442$1.12M<0.01%+6,67813F-HRTimeline
Nautilus Advisors LLC41,411$1.09M0.9%+4,72213F-HRTimeline
Manchester Capital Management LLC41,347$1.09M0.13%-1,25013F-HRTimeline
IEQ CAPITAL, LLC40,764$1.07M0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp39,502$1.04M0.05%new13F-HRTimelineGroup
WestHill Financial Advisors, Inc.38,748$1.02M0.23%-38913F-HRTimeline
J.W. COLE ADVISORS, INC.38,604$1.02M0.03%+21,86613F-HRTimeline
Bluesphere Advisors LLC38,432$1.01M0.58%-1,89913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC38,324$1.01M0.06%+4,17313F-HRTimeline
Lionsbridge Wealth Management LLC37,441$987K0.88%-4,33513F-HRTimeline
Legacy Capital Wealth Partners, LLC36,909$973K0.24%+11,43813F-HRTimeline
Richard P Slaughter Associates Inc36,424$960K0.22%-23,71013F-HRTimeline
Kingsview Wealth Management, LLC36,326$957K0.02%+5,06213F-HRTimeline
CGC Financial Services, LLC36,310$957K0.38%-3,63813F-HRTimeline
RMR Capital Management, LLC35,666$940K0.68%-90013F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…35,431$934K0.44%+1,17613F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …34,427$907K0.02%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO33,854$892K<0.01%-887,56513F-HRTimelineGroup
ALEXANDER LABRUNERIE & CO., INC.33,203$875K0.38%+2,80313F-HRTimeline
Alpha Cubed Investments, LLC32,992$869K0.04%new13F-HRTimeline
Fortis Group Advisors, LLC32,885$867K0.17%-10813F-HRTimeline
Vestmark Advisory Solutions, Inc.32,492$856K0.02%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC31,938$842K<0.01%013F-HRTimelineGroup
Ruggaard & Associates LLC31,751$837K0.37%+5,99013F-HRTimeline
Moloney Securities Asset Management, LLC31,512$830K0.11%+1,44913F-HRTimeline
COZAD ASSET MANAGEMENT INC31,470$829K0.08%+4,04013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …31,450$829K0.05%-9,04913F-HRTimelineGroup
JSF Financial, LLC31,229$823K0.22%-1,052,94213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC31,049$818K0.09%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI30,546$805K0.04%+65413F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC29,549$779K0.63%+6,78513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC28,132$741K0.14%+2,95413F-HRTimeline
Prospera Financial Services Inc28,042$739K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC27,626$728K0.03%-22,30813F-HRTimelineGroup
Beckerman Institutional, LLC27,564$726K0.53%+3,57013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC27,438$723K0.1%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners27,295$719K0.12%+13,74913F-HRTimelineGroup
Financial Connections Group, Inc.26,015$685K0.31%-5,02313F-HRTimeline
AMERIFLEX GROUP, INC.25,187$664K0.27%-2,41813F-HRTimeline
Great Point Wealth Advisors, LLC25,181$664K0.14%-25,29613F-HRTimeline
Intelligence Driven Advisers, LLC25,171$663K0.13%+2,02513F-HRTimeline
Advisory Services Network, LLC24,362$642K0.01%+7,55313F-HRTimeline
Crossmark Global Holdings, Inc.23,584$620K0.01%new13F-HRTimeline
STAGE HARBOR FINANCIAL, LLC23,532$620K0.53%-98913F-HRTimeline
MSH Capital Advisors LLC23,317$614K0.19%-2,52913F-HRTimeline
Lloyd Advisory Services, LLC.22,984$606K0.3%+2,74713F-HRTimeline
Northwest Capital Management Inc22,211$585K0.24%+3,13613F-HRTimeline
GPS Wealth Strategies Group, LLC21,854$576K0.08%+1,13013F-HRTimeline
Medallion Wealth Advisors, LLC21,255$558K0.25%+11,80513F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC20,636$544K0.29%+9,32813F-HR/ATimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…20,618$543K0.16%+80913F-HRTimeline
Roof Eidam Maycock Peralta, LLC20,500$540K0.14%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC20,409$538K0.01%+6,16913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.19,829$522K<0.01%+2,85813F-HRTimelineGroup
SFG Wealth Management, LLC.19,575$516K0.25%new13F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV19,278$506K0.49%+2,12713F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC18,277$482K0.08%+5,52313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.18,130$478K<0.01%-204,06813F-HRTimelineGroup
TD Waterhouse Canada Inc.18,122$476K<0.01%-40313F-HRTimeline
PRIVATE TRUST CO NA17,911$472K0.05%+4,54513F-HRTimeline
CRA Financial Services, LLC17,633$465K0.08%+8,46313F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC17,626$464K0.03%+2,73713F-HRTimelineGroup
LexAurum Advisors, LLC17,589$463K0.09%-14013F-HRTimeline
Investment Advisory Group, LLC17,260$455K0.15%+1,96213F-HRTimeline
Golden State Wealth Management, LLC16,925$446K0.07%+1,84813F-HR/ATimeline
Sovereign Financial Group, Inc.16,743$441K0.1%new13F-HRTimeline
Steward Partners Investment Advisory, L…16,528$436K<0.01%+7,41613F-HRTimeline
FSC Wealth Advisors, LLC16,439$433K0.28%new13F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.16,303$430K0.31%new13F-HRTimeline
Authentikos Wealth Advisory, LLC15,551$410K0.32%new13F-HR/ATimeline
Aptus Capital Advisors, LLC15,529$409K<0.01%+11,14913F-HRTimeline
Pasadena Private Wealth, LLC15,418$406K0.08%+1,07313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,595$385K<0.01%-47013F-HRTimeline
Summit Investment Advisory Services, LLC14,350$378K0.19%+2,64413F-HRTimeline
Glen Eagle Advisors, LLC14,220$375K0.06%new13F-HRTimeline
&PARTNERS14,212$374K<0.01%-3,20713F-HRTimeline
ACT Advisors, LLC.14,152$373K0.2%new13F-HRTimeline
Clarus Wealth Advisors14,392$372K0.2%new13F-HRTimeline
Financial Advocates Investment Manageme…13,512$356K0.03%-3,18613F-HRTimeline
HOWARD BAILEY SECURITIES, LLC13,459$355K0.12%+1,52513F-HR/ATimeline
Raleigh Capital Management Inc.13,350$352K0.16%+4,04213F-HRTimeline
Lodestone Wealth Management LLC13,177$347K0.18%+1,07713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/12,791$337K<0.01%+56813F-HRTimelineGroup
NavPoint Financial, Inc.12,644$333K0.23%+4,84013F-HRTimeline
SteelPeak Wealth, LLC12,349$325K0.01%+77913F-HRTimeline
Oak Wealth Advisors LLC12,178$321K0.24%+3,10313F-HRTimeline
Advisor Resource Council12,147$320K0.03%new13F-HRTimeline
Arete Wealth Advisors, LLC12,145$320K0.02%new13F-HRTimeline
Objective Capital Management, LLC12,000$316K0.4%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/11,993$316K<0.01%+8,01013F-HRTimelineGroup
BENEDICT FINANCIAL ADVISORS INC11,945$315K0.07%013F-HRTimeline
Apella Capital, LLC12,013$311K0.01%+38113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…11,726$309K0.05%-5,06713F-HRTimeline
Dynasty Wealth Management, LLC11,527$304K0.01%-911,06213F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC11,462$298K0.12%+1,11213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,261$297K<0.01%new13F-HR/ATimelineGroup
Diversified Portfolios, Inc.10,600$279K0.03%new13F-HRTimeline
Outlook Wealth Advisors, LLC10,504$277K0.08%new13F-HRTimeline
TD Capital Management LLC10,342$273K0.03%+5,13013F-HRTimeline
Wisconsin Wealth Advisors, LLC10,310$272K0.39%new13F-HRTimeline
Resurgent Financial Advisors LLC9,951$262K0.16%-1,83713F-HRTimeline
WORLD EQUITY GROUP, INC.9,869$260K0.07%-6,10913F-HRTimeline
Thrive Wealth Management, LLC9,605$253K0.05%new13F-HRTimeline
Compound Planning, Inc.9,340$246K0.01%new13F-HRTimeline
Swisher Financial Concepts, Inc.9,162$241K0.2%-1,18413F-HRTimeline
Cerro Pacific Wealth Advisors LLC9,277$240K0.08%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd9,108$240K0.01%new13F-HRTimelineGroup
Sigma Planning Corp8,947$236K0.01%new13F-HRTimeline
Sovran Advisors, LLC9,086$235K0.03%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,817$232K<0.01%new13F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC8,770$231K0.02%new13F-HRTimeline
Barnes Wealth Management Group, Inc8,646$228K0.15%new13F-HRTimeline
NorthCoast Asset Management LLC8,600$227K<0.01%013F-HR/ATimeline
Trek Financial, LLC8,414$222K0.02%new13F-HRTimeline
Csenge Advisory Group8,144$211K0.01%-2,65913F-HRTimeline
Cape Investment Advisory, Inc.7,903$208K0.08%+16313F-HRTimeline
D.B. Root & Company, LLC7,762$205K0.07%new13F-HRTimeline
Kozak & Associates, Inc.7,443$192K0.05%+9813F-HRTimeline
COMERICA BANK6,651$175K<0.01%-4,80713F-HRTimeline
Future Financial Wealth Managment LLC6,020$159K0.12%-61113F-HRTimeline
Allworth Financial LP5,714$149K<0.01%new13F-HRTimeline
Opal Wealth Advisors, LLC4,989$131K0.04%new13F-HRTimeline
Redwood Park Advisors LLC3,964$104K0.09%+46213F-HRTimeline
Parkside Financial Bank & Trust3,901$103K0.01%013F-HRTimeline
EASTERN BANK2,620$69K<0.01%+10913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,284$60.2K<0.01%-30913F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC2,001$52.7K0.04%-7,69613F-HRTimeline
Quest 10 Wealth Builders, Inc.1,934$51K0.05%+64813F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC1,766$46.5K0.02%new13F-HRTimeline
Global Trust Asset Management, LLC1,612$42.5K0.03%-82013F-HRTimeline
First Horizon Advisors, Inc.1,503$39.6K<0.01%+15213F-HRTimeline
Arax Advisory Partners1,382$36.4K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.1,177$31K<0.01%013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE709$18.7K<0.01%+5513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…645$17K<0.01%new13F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC585$15.4K0.01%+28513F-HRTimeline
CBIZ Investment Advisory Services, LLC564$14.9K<0.01%new13F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…500$13.2K<0.01%-2,42113F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC448$11.8K<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC311$8.2K0.01%new13F-HRTimeline
Beacon Capital Management, LLC223$5.88K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC145$3.81K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.115$3.03K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc100$2.63K<0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC38$1.01K<0.01%13F-HRTimeline
Pinnacle Bancorp, Inc.26$685<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …19$501<0.01%13F-HRTimelineGroup
Fortitude Family Office, LLC12$316<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.