Skip to content

PYLD PIMCO ETF TR

Follow

ETF (fund)

467 managers (475 13F filers) reported a position in PYLD shares at 2025-09-30, 245,346,664 shares in all. 81 filers opened a position and 21 filers sold out during the quarter.

Managers
467
13F filers
475
New
81
Added
301
Reduced
72
Sold out
21
Shares held by filers
245,346,664

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Tennessee Valley Asset Management Partn…149,014$4M0.54%new13F-HRTimeline
PKS Advisory Services, LLC146,712$3.94M0.82%-56513F-HRTimeline
Prasad Wealth Partners, LLC144,377$3.88M1.08%+16,46213F-HRTimeline
Centerpoint Advisory Group142,552$3.83M2.98%+53,69413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…142,322$3.82M0.08%+13,27313F-HRTimelineGroup
StoneCrest Wealth Management, Inc.137,400$3.69M1.62%+69913F-HRTimeline
MGO ONE SEVEN LLC137,103$3.68M0.09%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.136,001$3.65M0.08%+9,14313F-HRTimeline
Pinnacle Financial Group, LLC / IL131,153$3.52M1.06%+40,21713F-HRTimeline
Landmark Wealth Management, LLC129,400$3.47M1.38%new13F-HRTimeline
Williams & Novak Wealth Management, LLC127,502$3.42M2.63%+25,61013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO126,673$3.4M<0.01%+70,40813F-HR/ATimelineGroup
CIBC WORLD MARKET INC.122,841$3.3M0.01%-3,05313F-HRTimeline
WNY Asset Management, LLC122,699$3.29M0.32%+15,66313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC116,797$3.13M0.09%+79,09113F-HRTimelineGroup
BAM Wealth Management, LLC110,892$2.98M2.31%13F-HRTimeline
COMERICA BANK110,831$2.97M0.01%+89,90713F-HRTimeline
Intelligence Driven Advisers, LLC108,698$2.92M0.4%+20,86313F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…108,336$2.91M0.49%new13F-HRTimelineGroup
Centennial Wealth Advisory LLC106,909$2.87M0.8%+4,02313F-HRTimeline
Sprinkle Financial Consultants LLC106,066$2.85M1.59%+7,48113F-HRTimeline
Investment Partners Asset Management, I…105,419$2.83M1.86%+7,05513F-HRTimeline
USAdvisors Wealth Management, LLC96,970$2.6M0.9%+10,19013F-HRTimeline
Mayfair Advisory Group, LLC96,859$2.6M1.12%+3,68013F-HRTimeline
J.W. COLE ADVISORS, INC.96,597$2.59M0.05%+15,03213F-HRTimeline
Tranquilli Financial Advisor LLC94,674$2.54M1.5%+17,33513F-HRTimeline
Talisman Wealth Advisors LLC93,982$2.52M2.09%+22,63313F-HRTimeline
Menard Financial Group LLC93,204$2.5M1.68%-95713F-HRTimeline
FLOW TRADERS U.S. LLC92,377$2.48M0.1%+60,25613F-HRTimeline
Ashton Thomas Private Wealth, LLC89,726$2.41M0.06%new13F-HRTimeline
Astoria Portfolio Advisors LLC.89,745$2.4M0.63%-10,64513F-HRTimeline
Diversified Portfolios, Inc.86,277$2.32M0.2%+1,49713F-HRTimeline
OmniStar Financial Group, Inc.85,141$2.29M1.38%+56213F-HRTimeline
Golden State Wealth Management, LLC83,229$2.23M0.25%+60,58713F-HRTimeline
Wealthspire Retirement, LLC83,161$2.23M0.14%+12,30513F-HR/ATimeline
Argent Trust Co81,566$2.19M0.08%+54113F-HRTimeline
Wealth Advisors of Iowa, LLC80,490$2.16M0.74%new13F-HRTimeline
Slagle Financial, LLC78,226$2.1M0.77%+1,83813F-HRTimeline
RMR Wealth Builders76,956$2.07M0.17%+14,76213F-HRTimeline
MML INVESTORS SERVICES, LLC76,447$2.05M0.01%-1,88913F-HRTimeline
Hobbs Group Advisors, LLC74,925$2.01M0.63%+11,37413F-HRTimeline
Western Wealth Management, LLC74,900$2.01M0.11%+3,00613F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC74,732$2.01M1.43%+39,28213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC74,638$2M0.38%-1,25913F-HRTimeline
Autumn Glory Partners, LLC74,418$2M0.82%new13F-HRTimeline
Sovereign Financial Group, Inc.73,939$1.98M0.37%+22,96513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP73,245$1.97M0.04%-167,26313F-HRTimeline
Wisconsin Wealth Advisors, LLC72,353$1.94M1.85%+45,99413F-HRTimeline
Geneos Wealth Management Inc.72,025$1.93M0.05%+8,50313F-HRTimeline
RMR Capital Management, LLC71,812$1.93M1.35%+36,14613F-HRTimeline
Savvy Advisors, Inc.70,389$1.89M0.09%+24,43613F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC70,290$1.89M0.63%-242,82613F-HRTimeline
Foundry Financial Group, Inc.70,244$1.89M0.99%+9,04513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.69,638$1.87M0.1%+1,36713F-HRTimelineGroup
Riverbend Wealth Management, LLC69,172$1.86M1.3%+1,20813F-HRTimeline
Merkkuri Wealth Advisors LLC68,976$1.85M1.34%+6,45313F-HRTimeline
Onyx Bridge Wealth Group LLC68,089$1.83M0.2%new13F-HRTimeline
ALTFEST L J & CO INC67,868$1.82M0.2%+2,39413F-HRTimeline
True Wealth Design, LLC67,593$1.81M0.55%-55113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…65,462$1.76M0.03%+51,31713F-HRTimelineGroup
BANQUE PICTET & CIE SA64,920$1.74M0.02%+1,19013F-HRTimeline
EHRLICH FINANCIAL GROUP64,427$1.73M1.03%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC61,896$1.66M0.1%+13,61113F-HRTimeline
PFG Private Wealth Management, LLC60,812$1.63M0.73%new13F-HRTimeline
Integrity Wealth Solutions LLC60,812$1.63M0.73%+13,90813F-HRTimeline
EVOKE WEALTH, LLC60,112$1.61M0.03%+7,86213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC59,420$1.59M0.02%-56513F-HRTimeline
Smartleaf Asset Management LLC59,461$1.59M0.1%+3,92413F-HRTimeline
Roger Wittlin Investment Advisory, LLC59,283$1.59M0.88%-11,75513F-HRTimeline
ORBA Wealth Advisors, L.L.C.59,181$1.59M1.31%+40113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP59,156$1.59M0.1%+11,91613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …58,733$1.58M0.02%+2,66813F-HRTimelineGroup
Element Wealth, LLC58,124$1.56M0.68%+4,77413F-HRTimeline
Weaver Consulting Group56,301$1.51M0.38%new13F-HRTimeline
&PARTNERS55,677$1.49M0.01%+11,43413F-HRTimeline
Oak Wealth Advisors LLC55,003$1.48M0.86%+35,59813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co54,766$1.47M0.02%new13F-HRTimelineGroup
NavPoint Financial, Inc.54,046$1.45M0.76%+26,24313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC53,618$1.44M0.1%new13F-HRTimeline
Taylor & Morgan Wealth Management, LLC52,120$1.4M0.86%-40013F-HRTimeline
IFP Advisors, Inc51,835$1.39M0.04%-4,89413F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC51,600$1.38M0.03%-6,74113F-HRTimeline
Gallacher Capital Management LLC51,508$1.38M0.55%-6,05013F-HRTimeline
Crossmark Global Holdings, Inc.51,393$1.38M0.02%+16,63613F-HRTimeline
Mid-American Wealth Advisory Group, Inc.51,234$1.38M0.61%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC51,041$1.37M0.11%+22,08313F-HRTimeline
Members Advisory Group LLC49,711$1.33M0.47%new13F-HRTimeline
SYNOVUS FINANCIAL CORP49,593$1.33M0.02%+3,34713F-HRTimeline
GSG Advisors LLC49,367$1.32M0.35%+1,20213F-HRTimeline
Lionsbridge Wealth Management LLC47,623$1.28M1.26%+8,97213F-HRTimeline
Nautilus Advisors LLC46,928$1.26M0.85%+27,79013F-HRTimeline
Merit Financial Group, LLC46,675$1.25M0.01%+5,14113F-HR/ATimeline
Impact Partnership Wealth, LLC45,906$1.23M0.18%+24,52613F-HRTimeline
Global Retirement Partners, LLC45,347$1.22M0.03%+2,86913F-HRTimeline
CHOREO, LLC44,042$1.18M0.02%013F-HRTimeline
BEACON FINANCIAL PLANNING, INC43,538$1.17M0.61%+1,05613F-HRTimeline
WestHill Financial Advisors, Inc.42,701$1.15M0.22%+3,14513F-HRTimeline
Summit Investment Advisory Services, LLC42,622$1.14M0.46%+16,82813F-HR/ATimeline
PRIVATE TRUST CO NA42,116$1.13M0.1%+27,63913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…40,966$1.1M0.13%+20,74313F-HRTimeline
Moloney Securities Asset Management, LLC40,755$1.09M0.13%+5613F-HRTimeline
Peterson Wealth Advisors, LLC39,206$1.05M0.16%-8,42213F-HRTimeline
Richard P Slaughter Associates Inc38,838$1.04M0.22%-8,25913F-HRTimeline
CGC Financial Services, LLC38,526$1.03M0.29%+5,43713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC38,215$1.03M<0.01%+1,52713F-HRTimelineGroup
AVAII WEALTH MANAGEMENT, LLC38,146$1.02M0.39%+13,42813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC37,942$1.02M0.09%+3,15813F-HRTimeline
Bluesphere Advisors LLC37,862$1.02M0.47%+3,60113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp35,851$962K0.04%-6,04913F-HRTimelineGroup
Resurgent Financial Advisors LLC35,702$958K0.47%+18,71613F-HRTimeline
Ruggaard & Associates LLC34,706$932K0.35%+4,75613F-HRTimeline
Steward Partners Investment Advisory, L…33,395$896K0.01%+5,71613F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.33,151$890K0.33%+14013F-HRTimeline
Financial Connections Group, Inc.33,115$888K0.35%+5,59413F-HRTimeline
Trademark Financial Management, LLC32,977$885K0.52%+12,51713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI32,422$870K0.05%+1,70613F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV32,112$859K0.69%+5,10913F-HRTimeline
Fortis Group Advisors, LLC31,891$857K0.15%-32313F-HRTimeline
John W. Brooker & Co., CPAs31,882$856K1.74%-2,11413F-HRTimeline
AdvisorNet Financial, Inc31,508$846K0.05%+18,17113F-HRTimeline
AssuredPartners Investment Advisors, LLC31,151$836K0.19%+12013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.30,622$822K<0.01%+3,02913F-HRTimelineGroup
Beckerman Institutional, LLC29,945$804K0.47%+3,95913F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding29,659$796K-24,021Timeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC29,624$795K0.04%+7,44113F-HRTimelineGroup
CRA Financial Services, LLC29,582$794K0.11%+7,86013F-HRTimeline
Prospera Financial Services Inc28,130$755K0.01%+8813F-HRTimeline
Aptus Capital Advisors, LLC28,100$754K0.01%+3,98913F-HRTimeline
MSH Capital Advisors LLC27,464$737K0.2%+1,70113F-HRTimeline
Legacy Capital Wealth Partners, LLC27,167$729K0.16%-72213F-HRTimeline
Manchester Capital Management LLC26,597$714K0.1%-14,75013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…26,077$700K0.19%+5,15813F-HRTimeline
Investment Advisory Group, LLC25,996$698K0.19%+5,13113F-HRTimeline
Trek Financial, LLC25,092$673K0.04%+13,64713F-HRTimeline
MEANS INVESTMENT CO., INC.25,039$672K0.06%+8,44713F-HRTimeline
Roof Eidam Maycock Peralta, LLC24,784$665K0.16%+4,28413F-HRTimeline
Medallion Wealth Advisors, LLC23,955$643K0.23%+2,00013F-HRTimeline
Northwest Capital Management Inc22,211$596K0.63%013F-HRTimeline
Thrive Wealth Management, LLC22,159$595K0.09%+6,36313F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC21,890$587K0.17%+9,97913F-HRTimeline
TD Waterhouse Canada Inc.21,925$586K<0.01%+2,27413F-HRTimeline
Kozak & Associates, Inc.21,157$565K0.11%+13,60313F-HRTimeline
STAGE HARBOR FINANCIAL, LLC20,974$563K0.41%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC20,809$559K0.09%-13313F-HRTimeline
TD Capital Management LLC20,368$547K0.05%+68113F-HRTimeline
Advisory Services Network, LLC20,287$545K0.01%+4113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC20,210$542K0.01%-313F-HRTimeline
OLD MISSION CAPITAL LLC20,091$539K0.02%new13F-HRTimeline
Lloyd Advisory Services, LLC.19,539$524K0.25%-4,05713F-HRTimeline
Vestmark Advisory Solutions, Inc.19,044$511K0.01%+20513F-HRTimeline
Glen Eagle Advisors, LLC18,521$497K0.07%+3,44313F-HRTimeline
FSC Wealth Advisors, LLC18,321$492K0.28%+2,36413F-HRTimeline
Capital Advisors Wealth Management, LLC17,822$478K0.07%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/17,345$466K<0.01%+4,19513F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO17,251$463K0.01%new13F-HRTimeline
Authentikos Wealth Advisory, LLC16,905$454K0.3%+65213F-HR/ATimeline
KMG FIDUCIARY PARTNERS, LLC16,768$450K0.03%+1,95313F-HRTimeline
BHK Investment Advisors, LLC16,681$448K0.17%new13F-HRTimeline
ACT Advisors, LLC.16,487$443K0.18%+2,52913F-HRTimeline
Financial Insights, Inc.16,179$434K0.14%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC16,028$430K0.13%+3,26913F-HRTimeline
Sovran Advisors, LLC15,962$430K0.04%-57213F-HRTimeline
SteelPeak Wealth, LLC15,918$427K0.01%+3,72213F-HRTimeline
Arkadios Wealth Advisors15,828$425K0.01%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.15,755$423K0.02%new13F-HRTimeline
Freedom Investment Management, Inc.15,394$413K0.11%-65,06313F-HRTimeline
Oregon Pacific Wealth Management, LLC14,866$399K0.34%-120,47413F-HRTimeline
Symphony Financial, Ltd. Co.14,801$397K0.05%new13F-HRTimeline
Ausdal Financial Partners, Inc.14,623$392K0.02%new13F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC14,081$378K0.01%new13F-HRTimeline
Financial Synergies Wealth Advisors, In…14,013$376K0.04%+2,57913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC13,905$373K<0.01%new13F-HRTimelineGroup
Objective Capital Management, LLC13,876$372K0.39%+3,46113F-HRTimeline
Valmark Advisers, Inc.13,713$368K<0.01%new13F-HRTimeline
Cetera Investment Advisers13,382$359K<0.01%+3,55313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,178$354K<0.01%+87213F-HRTimeline
Lodestone Wealth Management LLC13,113$352K0.16%-813F-HRTimeline
Register Financial Advisors LLC13,045$350K0.14%-1,50013F-HRTimeline
CHANNEL WEALTH LLC12,967$348K0.09%new13F-HRTimeline
Foundations Investment Advisors, LLC12,624$339K<0.01%new13F-HRTimeline
Arrowroot Family Office, LLC12,583$338K0.13%+15813F-HRTimeline
JSF Financial, LLC12,002$322K0.07%-11,64413F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC11,945$321K0.07%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…11,940$320K0.01%new13F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS11,939$320K0.01%new13F-HRTimelineGroup
Fortitude Financial, LLC11,676$313K0.26%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC11,614$312K0.09%-56713F-HR/ATimeline
Raleigh Capital Management Inc.11,533$310K0.12%-65913F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC11,409$306K0.08%new13F-HRTimeline
Quartz Partners, LLC11,353$305K0.11%-2,53713F-HRTimeline
Nalls Sherbakoff Group, LLC11,192$300K0.2%+7,69513F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC11,099$298K0.06%+2,16713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…10,788$290K<0.01%new13F-HRTimelineGroup
Edge Financial Advisors LLC10,771$289K0.13%new13F-HRTimeline
Barnes Wealth Management Group, Inc10,730$288K0.16%+28713F-HRTimeline
Arete Wealth Advisors, LLC10,548$283K0.02%+9713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/10,528$282K<0.01%-1,54513F-HRTimelineGroup
WESPAC Advisors, LLC10,348$278K0.16%new13F-HRTimeline
Litman Gregory Wealth Management LLC10,245$275K0.02%013F-HRTimeline
Modern Wealth Management, LLC10,232$275K0.01%new13F-HRTimeline