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Disclosery

PYLD PIMCO ETF TR

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ETF (fund)

413 managers (422 13F filers) reported a position in PYLD shares at 2025-06-30, 178,097,142 shares in all. 59 filers opened a position and 20 filers sold out during the quarter.

Managers
413
13F filers
422
New
59
Added
262
Reduced
81
Sold out
20
Shares held by filers
178,097,142

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
IronOak Wealth LLC.85,888$2.28M2.22%13F-HRTimeline
Diversified Portfolios, Inc.84,780$2.25M0.21%+74,18013F-HRTimeline
OmniStar Financial Group, Inc.84,579$2.24M1.68%+14,23213F-HRTimeline
J.W. COLE ADVISORS, INC.81,565$2.16M0.05%+42,96113F-HRTimeline
RFG Advisory, LLC81,095$2.15M0.05%+23,24613F-HRTimeline
Argent Trust Co81,025$2.15M0.08%+36,47613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC81,010$2.15M<0.01%+69,74913F-HRTimelineGroup
Freedom Investment Management, Inc.80,457$2.14M0.17%-6,71613F-HRTimeline
MML INVESTORS SERVICES, LLC78,336$2.08M0.01%+35,89413F-HRTimeline
Tranquilli Financial Advisor LLC77,339$2.05M1.27%+26,23913F-HRTimeline
J. W. Coons Advisors, LLC76,975$2.04M0.46%+4,70513F-HRTimeline
Slagle Financial, LLC76,388$2.03M0.82%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC75,897$2.01M0.43%+13,68213F-HRTimeline
Western Wealth Management, LLC71,894$1.91M0.11%+13,12213F-HRTimeline
Talisman Wealth Advisors LLC71,349$1.89M1.73%+16013F-HRTimeline
Roger Wittlin Investment Advisory, LLC71,038$1.89M1.05%-10,24813F-HRTimeline
Wealthspire Retirement, LLC70,856$1.88M0.12%+42013F-HRTimeline
SlateStone Wealth, LLC68,437$1.82M0.17%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.68,271$1.81M0.12%+7,58813F-HRTimelineGroup
True Wealth Design, LLC68,144$1.81M0.64%new13F-HRTimeline
Riverbend Wealth Management, LLC67,964$1.8M1.37%+16,38413F-HRTimeline
ALTFEST L J & CO INC65,474$1.74M0.2%+7313F-HRTimeline
BANQUE PICTET & CIE SA63,730$1.69M0.02%+1,76513F-HRTimeline
Hobbs Group Advisors, LLC63,551$1.69M0.58%+10,07513F-HRTimeline
Geneos Wealth Management Inc.63,522$1.69M0.04%-52,07313F-HRTimeline
Tradewinds, LLC.62,523$1.66M1.26%new13F-HRTimeline
Merkkuri Wealth Advisors LLC62,523$1.66M1.26%new13F-HRTimeline
RMR Wealth Builders62,194$1.65M0.15%+10,92913F-HRTimeline
Foundry Financial Group, Inc.61,199$1.62M0.92%+1,30513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC59,985$1.59M0.02%new13F-HRTimeline
ORBA Wealth Advisors, L.L.C.58,780$1.56M1.42%-72,29913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC58,341$1.55M0.04%+10,79013F-HRTimeline
Gallacher Capital Management LLC57,558$1.53M0.71%-28713F-HRTimeline
IFP Advisors, Inc56,729$1.51M0.04%+3,35713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO56,265$1.49M<0.01%+22,41113F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …56,065$1.49M0.02%+7,59013F-HRTimelineGroup
Smartleaf Asset Management LLC55,537$1.47M0.13%new13F-HRTimeline
Confluence Wealth Services, Inc.54,875$1.46M0.08%-34713F-HRTimeline
M Holdings Securities, Inc.53,890$1.43M0.25%new13F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding53,680$1.42M+26,385Timeline
Element Wealth, LLC53,350$1.42M0.65%+8,21713F-HRTimeline
Taylor & Morgan Wealth Management, LLC52,520$1.39M0.94%+1,00013F-HRTimeline
EVOKE WEALTH, LLC52,250$1.39M0.03%+9,61213F-HRTimeline
Sovereign Financial Group, Inc.50,974$1.35M0.28%+34,23113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC48,285$1.28M0.09%+9,96113F-HRTimeline
GSG Advisors LLC48,165$1.28M0.37%-16813F-HRTimeline
Peterson Wealth Advisors, LLC47,628$1.26M0.21%-6113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP47,240$1.25M0.08%new13F-HRTimeline
Richard P Slaughter Associates Inc47,097$1.25M0.25%+10,67313F-HRTimeline
Integrity Wealth Solutions LLC46,904$1.24M0.61%+2,88413F-HRTimeline
SYNOVUS FINANCIAL CORP46,246$1.23M0.02%-1,22813F-HRTimeline
Savvy Advisors, Inc.45,953$1.22M0.08%-1,32213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.45,827$1.22M0.01%new13F-HRTimeline
Omnitrust Wealth Management, Inc44,697$1.19M1.4%13F-HRTimeline
&PARTNERS44,243$1.17M0.01%+30,03113F-HRTimeline
CHOREO, LLC44,042$1.17M0.02%+15313F-HRTimeline
BEACON FINANCIAL PLANNING, INC42,482$1.13M0.63%-53713F-HRTimeline
Global Retirement Partners, LLC42,478$1.13M0.03%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp41,900$1.11M0.05%+2,39813F-HRTimelineGroup
Merit Financial Group, LLC41,534$1.1M0.01%new13F-HRTimeline
Manchester Capital Management LLC41,347$1.1M0.14%013F-HRTimeline
Moloney Securities Asset Management, LLC40,699$1.08M0.13%+9,18713F-HRTimeline
WestHill Financial Advisors, Inc.39,556$1.05M0.22%+80813F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…39,543$1.05M0.39%+4,11213F-HRTimelineGroup
Kingsview Wealth Management, LLC38,908$1.03M0.02%+2,58213F-HRTimeline
Lionsbridge Wealth Management LLC38,651$1.03M1.02%+1,21013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC37,706$1M0.03%+10,08013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC36,688$974K<0.01%+4,75013F-HRTimelineGroup
RMR Capital Management, LLC35,666$947K0.68%013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC35,450$941K0.72%+5,90113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC34,784$923K0.09%+3,73513F-HRTimeline
Crossmark Global Holdings, Inc.34,757$921K0.01%+11,17313F-HRTimeline
Bluesphere Advisors LLC34,261$909K0.45%-4,17113F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC34,219$908K0.12%+6,78113F-HRTimeline
John W. Brooker & Co., CPAs33,996$897K2.1%-359,31613F-HRTimeline
CGC Financial Services, LLC33,089$878K0.3%-3,22113F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.33,011$876K0.36%-19213F-HRTimeline
FLOW TRADERS U.S. LLC32,121$852K0.03%new13F-HRTimeline
Fortis Group Advisors, LLC32,214$851K0.15%-67113F-HRTimeline
AssuredPartners Investment Advisors, LLC31,031$824K0.2%-78,45413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI30,716$815K0.05%+17013F-HRTimeline
Ruggaard & Associates LLC29,950$795K0.32%-1,80113F-HRTimeline
COZAD ASSET MANAGEMENT INC28,958$769K0.07%-2,51213F-HR/ATimeline
Prospera Financial Services Inc28,042$744K0.01%013F-HRTimeline
Legacy Capital Wealth Partners, LLC27,889$740K0.17%-9,02013F-HRTimeline
NavPoint Financial, Inc.27,803$738K0.45%+15,15913F-HRTimeline
Atria Wealth Solutions, Inc.27,716$736K0.02%-562,58613F-HRTimeline
Steward Partners Investment Advisory, L…27,679$735K0.01%+11,15113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.27,593$732K<0.01%+7,76413F-HRTimelineGroup
Financial Connections Group, Inc.27,521$730K0.3%+1,50613F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV27,003$715K0.62%+7,72513F-HRTimeline
AMERIFLEX GROUP, INC.26,790$710K0.37%+1,60313F-HRTimeline
Wisconsin Wealth Advisors, LLC26,359$700K0.8%+16,04913F-HRTimeline
Beckerman Institutional, LLC25,986$690K0.46%-1,57813F-HRTimeline
Summit Investment Advisory Services, LLC25,794$685K0.3%+11,44413F-HR/ATimeline
MSH Capital Advisors LLC25,763$684K0.2%+2,44613F-HRTimeline
Beacon Capital Management, LLC25,075$665K0.09%+24,85213F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC24,718$656K0.29%+4,08213F-HRTimeline
Aptus Capital Advisors, LLC24,111$640K0.01%+8,58213F-HRTimeline
JSF Financial, LLC23,646$628K0.15%-7,58313F-HRTimeline
Lloyd Advisory Services, LLC.23,596$626K0.3%+61213F-HRTimeline
Golden State Wealth Management, LLC22,642$601K0.07%+5,71713F-HRTimeline
Northwest Capital Management Inc22,211$589K0.32%013F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC22,183$589K0.03%+4,55713F-HRTimelineGroup
Medallion Wealth Advisors, LLC21,955$579K0.22%+70013F-HRTimeline
CRA Financial Services, LLC21,722$577K0.09%+4,08913F-HRTimeline
Impact Partnership Wealth, LLC21,380$567K0.1%new13F-HRTimeline
STAGE HARBOR FINANCIAL, LLC20,974$557K0.45%-2,55813F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC20,942$556K0.1%-7,19013F-HRTimeline
COMERICA BANK20,924$555K<0.01%+14,27313F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…20,919$555K0.16%+30113F-HRTimeline
Investment Advisory Group, LLC20,865$554K0.17%+3,60513F-HRTimeline
Roof Eidam Maycock Peralta, LLC20,500$544K0.13%013F-HRTimeline
Trademark Financial Management, LLC20,460$543K0.33%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…20,223$537K0.07%+8,49713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC20,213$536K0.01%-19613F-HRTimeline
Advisory Services Network, LLC20,246$535K0.01%-4,11613F-HRTimeline
TD Capital Management LLC19,687$522K0.05%+9,34513F-HRTimeline
TD Waterhouse Canada Inc.19,651$519K<0.01%+1,52913F-HRTimeline
Oak Wealth Advisors LLC19,405$515K0.33%+7,22713F-HRTimeline
Nautilus Advisors LLC19,138$508K0.37%-22,27313F-HRTimeline
Pasadena Private Wealth, LLC18,840$500K0.09%+3,42213F-HRTimeline
Vestmark Advisory Solutions, Inc.18,839$500K0.01%-13,65313F-HRTimeline
NewEdge Wealth, LLC17,180$455K0.01%new13F-HRTimeline
Resurgent Financial Advisors LLC16,986$451K0.25%+7,03513F-HRTimeline
MEANS INVESTMENT CO., INC.16,592$440K0.04%new13F-HRTimeline
Sovran Advisors, LLC16,534$435K0.05%+7,44813F-HRTimeline
Authentikos Wealth Advisory, LLC16,253$431K0.3%+70213F-HR/ATimeline
Financial Insights, Inc.16,179$429K0.16%new13F-HRTimeline
FSC Wealth Advisors, LLC15,957$423K0.27%-48213F-HR/ATimeline
Thrive Wealth Management, LLC15,796$419K0.07%+6,19113F-HRTimeline
Glen Eagle Advisors, LLC15,078$400K0.06%+85813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC14,815$393K0.03%+6,04513F-HRTimeline
Register Financial Advisors LLC14,545$386K0.17%new13F-HRTimeline
PRIVATE TRUST CO NA14,477$384K0.04%-3,43413F-HRTimeline
Clarus Wealth Advisors14,549$383K0.18%+15713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,145$375K0.01%new13F-HRTimelineGroup
ACT Advisors, LLC.13,958$370K0.17%-19413F-HRTimeline
Quartz Partners, LLC13,890$369K0.17%new13F-HRTimeline
AdvisorNet Financial, Inc13,337$354K0.02%+13,23713F-HRTimeline
Strategic Blueprint, LLC13,266$352K0.02%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/13,150$349K<0.01%+35913F-HRTimelineGroup
Lodestone Wealth Management LLC13,121$348K0.17%-5613F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC12,759$339K0.11%new13F-HRTimeline
Arrowroot Family Office, LLC12,425$330K0.15%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,306$327K<0.01%-2,28913F-HRTimeline
SteelPeak Wealth, LLC12,196$324K0.01%-15313F-HRTimeline
Raleigh Capital Management Inc.12,192$324K0.14%-1,15813F-HRTimeline
HOWARD BAILEY SECURITIES, LLC12,181$323K0.1%-1,27813F-HR/ATimeline
Apella Capital, LLC12,194$321K0.01%+18113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/12,073$320K<0.01%+8013F-HR/ATimelineGroup
Financial Advocates Investment Manageme…12,035$319K0.03%-1,47713F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC11,945$317K0.07%013F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC11,911$316K0.12%+44913F-HRTimeline
Sigma Planning Corp11,487$305K0.01%+2,54013F-HRTimeline
Trek Financial, LLC11,445$304K0.02%+3,03113F-HRTimeline
Financial Synergies Wealth Advisors, In…11,434$303K0.03%new13F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC11,192$297K0.05%-7,08513F-HRTimeline
Outlook Wealth Advisors, LLC10,483$278K0.07%-2113F-HRTimeline
Barnes Wealth Management Group, Inc10,443$277K0.16%+1,79713F-HRTimeline
Arete Wealth Advisors, LLC10,451$277K0.02%-1,69413F-HRTimeline
Objective Capital Management, LLC10,415$276K0.31%-1,58513F-HRTimeline
Litman Gregory Wealth Management LLC10,245$272K0.02%new13F-HRTimeline
Cetera Investment Advisers9,829$261K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.9,564$254K0.09%+1,66113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd9,371$249K0.01%+26313F-HRTimelineGroup
Compound Planning, Inc.9,329$248K0.01%-1113F-HRTimeline
Waterloo Capital, L.P.9,022$239K0.02%new13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC8,932$237K0.05%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC8,434$224K<0.01%new13F-HR/ATimelineGroup
WORLD EQUITY GROUP, INC.8,364$222K0.06%-1,50513F-HRTimeline
BridgePort Financial Solutions, LLC8,058$214K0.07%new13F-HRTimeline
Swisher Financial Concepts, Inc.7,760$206K0.13%-1,40213F-HRTimeline
WEDBUSH SECURITIES INC7,696$204K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.7,648$202K0.02%new13F-HRTimeline
MONECO ADVISORS, LLC7,607$202K0.02%new13F-HRTimeline
Kozak & Associates, Inc.7,554$199K0.04%+11113F-HRTimeline
Future Financial Wealth Managment LLC6,027$160K0.11%+713F-HRTimeline
Parkside Financial Bank & Trust5,774$153K0.02%+1,87313F-HRTimeline
Allworth Financial LP5,771$153K<0.01%+5713F-HRTimeline
Redwood Park Advisors LLC5,500$146K0.11%+1,53613F-HRTimeline
Opal Wealth Advisors, LLC4,793$127K0.04%-19613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding3,765$99.9K-173,703Timeline
Nalls Sherbakoff Group, LLC3,497$92.8K0.07%+3,45913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,488$92.6K<0.01%+1,20413F-HRTimelineGroup
GPS Wealth Strategies Group, LLC2,998$79.6K0.01%-18,85613F-HRTimeline
Arax Advisory Partners2,903$77K<0.01%+1,52113F-HRTimeline
EASTERN BANK2,511$66.6K<0.01%-10913F-HRTimeline
Capital Investment Advisory Services, L…2,394$63.5K0.01%new13F-HRTimeline
MTM Investment Management, LLC2,265$60.1K0.02%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC2,001$53.1K0.03%013F-HRTimeline
Quest 10 Wealth Builders, Inc.1,934$51.3K0.05%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,912$50.7K<0.01%new13F-HRTimelineGroup
Global Trust Asset Management, LLC1,612$42.8K0.02%013F-HRTimeline
CoreCap Advisors, LLC1,430$38K<0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC1,066$28.3K0.02%+48113F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE695$18.4K<0.01%-1413F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC571$15.2K<0.01%+713F-HRTimeline
Private Wealth Asset Management, LLC479$12.7K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC458$12.2K<0.01%new13F-HRTimeline