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Disclosery

PYLD PIMCO ETF TR

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ETF (fund)

569 managers (577 13F filers) reported a position in PYLD shares at 2025-12-31, 308,795,551 shares in all. 95 filers opened a position and 21 filers sold out during the quarter.

Managers
569
13F filers
577
New
95
Added
346
Reduced
80
Sold out
21
Shares held by filers
308,795,551

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Arkadios Wealth Advisors27,099$723K0.01%+11,27113F-HRTimeline
Jessup Wealth Management, Inc27,096$723K0.24%+16,90413F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…26,747$714K0.19%+67013F-HRTimeline
Manchester Capital Management LLC26,597$710K0.1%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.26,584$709K<0.01%-4,03813F-HRTimelineGroup
World Investment Advisors25,474$680K0.01%new13F-HR/ATimeline
HBW ADVISORY SERVICES LLC24,872$664K0.07%new13F-HRTimeline
CHOREO, LLC24,389$655K0.01%-19,65313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.24,186$649K0.03%new13F-HRTimelineGroup
Strategic Blueprint, LLC24,042$641K0.04%-315,49413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC23,635$631K0.14%new13F-HRTimeline
Ausdal Financial Partners, Inc.22,894$611K0.03%+8,27113F-HRTimeline
DECISION INVESTMENTS, INC22,640$604K0.66%13F-HRTimeline
Redhawk Wealth Advisors, Inc.22,550$602K0.07%new13F-HRTimeline
Objective Capital Management, LLC22,366$597K0.61%+8,49013F-HRTimeline
Newman Dignan & Sheerar, Inc.22,046$588K0.12%new13F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC21,715$579K0.12%+9,77013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/21,343$569K<0.01%+3,99813F-HRTimelineGroup
SeaCrest Wealth Management, LLC21,052$564K0.06%new13F-HRTimeline
STAGE HARBOR FINANCIAL, LLC21,124$564K0.38%+15013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC21,069$562K0.12%+9,66013F-HRTimeline
SteelPeak Wealth, LLC20,956$562K0.02%+5,03813F-HRTimeline
Cornerstone Wealth Management, LLC20,930$558K0.03%new13F-HRTimeline
TD Capital Management LLC20,765$554K0.05%+39713F-HRTimeline
Arrowroot Family Office, LLC20,638$551K0.2%+8,05513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV20,285$541K<0.01%+7,10713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC20,210$539K0.01%013F-HR/ATimeline
Quad-Cities Investment Group, LLC20,022$534K0.22%+10,28513F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV19,994$533K0.34%new13F-HRTimeline
ADVISORTRUST PARTNERS, LLC19,934$532K0.23%13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC19,606$523K0.09%-1,20313F-HRTimeline
Litman Gregory Wealth Management LLC19,498$520K0.04%+9,25313F-HRTimeline
Signal Advisors Wealth, LLC19,472$520K0.04%new13F-HRTimeline
CHANNEL WEALTH LLC19,277$514K0.13%+6,31013F-HRTimeline
Swisher Financial Concepts, Inc.19,254$514K0.29%new13F-HRTimeline
LiftPoint Family Wealth Advisors LLC19,238$513K0.44%13F-HRTimeline
Vise Technologies, Inc.19,166$511K0.01%new13F-HRTimeline
Latitude Advisors, LLC19,069$509K0.22%new13F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…18,797$502K0.02%+6,85713F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.18,377$490K0.03%new13F-HRTimeline
Advisor Resource Council18,177$485K0.17%+8,18813F-HRTimeline
Advisory Services Network, LLC18,087$483K0.01%-2,20013F-HRTimeline
Symphony Financial, Ltd. Co.17,957$482K0.06%+3,15613F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC17,094$456K0.03%+32613F-HRTimeline
ACT Advisors, LLC.16,915$451K0.18%+42813F-HRTimeline
Barnes Wealth Management Group, Inc16,864$450K0.24%+6,13413F-HRTimeline
Authentikos Wealth Advisory, LLC16,769$447K0.3%-13613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …16,586$443K0.01%-42,14713F-HRTimelineGroup
WEDBUSH SECURITIES INC16,112$430K0.01%new13F-HRTimeline
Freedom Investment Management, Inc.16,024$428K0.12%+63013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC15,734$422K0.08%+4,63513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…15,719$419K0.15%new13F-HRTimeline
Valmark Advisers, Inc.15,579$416K0.01%+1,86613F-HRTimeline
Financial Synergies Wealth Advisors, In…15,551$415K0.04%+1,53813F-HRTimeline
Foundations Investment Advisors, LLC15,465$413K0.01%+2,84113F-HRTimeline
INTEGRITY ALLIANCE, LLC.15,444$412K0.02%new13F-HRTimeline
Snowden Capital Advisors LLC14,855$398K0.01%new13F-HRTimeline
Thayer Financial, L.L.C.14,873$397K0.42%13F-HRTimeline
Fortitude Financial, LLC14,810$395K0.34%+3,13413F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC14,749$394K0.11%-1,27913F-HRTimeline
Peak Asset Management, LLC14,666$391K0.07%new13F-HRTimeline
Compound Planning, Inc.14,486$386K0.01%+5,29113F-HRTimeline
White Lighthouse Investment Management …14,310$382K0.05%new13F-HRTimeline
Register Financial Advisors LLC14,282$381K0.15%+1,23713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC13,905$373K<0.01%013F-HRTimelineGroup
Sovran Advisors, LLC13,687$367K0.03%-2,27513F-HRTimeline
OakTrust Wealth Advisors, LLC13,385$357K0.33%13F-HRTimeline
Advisory Advocates, LLC13,312$355K0.35%13F-HRTimeline
Summa Corp.13,000$347K0.15%new13F-HRTimeline
First PREMIER Bank12,964$346K0.08%+3,92713F-HRTimeline
Opal Wealth Advisors, LLC12,882$344K0.09%new13F-HRTimeline
Allworth Financial LP12,847$343K<0.01%+10,84713F-HRTimeline
Edge Financial Advisors LLC12,778$341K0.14%+2,00713F-HRTimeline
Old North State Trust, LLC12,597$336K0.2%new13F-HRTimeline
Beacon Capital Management, LLC12,254$327K0.05%new13F-HRTimeline
Raleigh Capital Management Inc.11,975$320K0.12%+44213F-HRTimeline
Annis Gardner Whiting Capital Advisors,…11,956$319K0.06%new13F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS11,939$319K0.01%013F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …11,904$318K0.02%new13F-HRTimeline
HBK Sorce Advisory LLC11,745$314K0.01%new13F-HRTimeline
Oregon Pacific Wealth Management, LLC11,610$310K0.32%-3,25613F-HRTimeline
Founders Financial Alliance, LLC11,555$308K0.06%+8,27813F-HRTimeline
Acorn Wealth Advisors, LLC11,313$302K0.09%+2,80813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/11,228$300K<0.01%+70013F-HRTimelineGroup
Scott Capital Advisors, LLC11,116$297K0.07%new13F-HRTimeline
United Advisor Group, LLC11,092$296K0.04%new13F-HRTimeline
Perissos Private Wealth Management, LLC10,856$290K0.25%+2,53113F-HRTimeline
Clear Creek Financial Management, LLC10,760$287K0.02%new13F-HRTimeline
JSF Financial, LLC10,698$285K0.06%-1,30413F-HRTimeline
Essential Investment Partners LLC10,540$281K0.26%13F-HRTimeline
VICUS CAPITAL1,247$277K0.02%-454,82413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd10,373$277K0.01%new13F-HRTimelineGroup
Nalls Sherbakoff Group, LLC10,359$276K0.2%-83313F-HRTimeline
Hilltop Partners LLC10,245$273K0.07%new13F-HRTimeline
Outlook Wealth Advisors, LLC9,848$263K0.06%-27713F-HRTimeline
HOWARD BAILEY SECURITIES, LLC9,768$261K0.1%-1,84613F-HRTimeline
Peak Retirement Planning, Inc.9,587$256K0.06%new13F-HRTimeline
Stonebridge Financial Planning Group, L…9,542$255K0.09%new13F-HRTimeline
Goldstein Advisors, LLC9,534$254K0.03%+1,13313F-HRTimeline
Wealth Enhancement Trust Services, Inc.9,338$249K0.03%13F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC9,210$246K0.03%-99213F-HRTimeline
MONECO ADVISORS, LLC9,119$243K0.02%+79913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,024$242K0.02%new13F-HRTimeline
Waterloo Capital, L.P.8,637$230K0.02%-38713F-HRTimeline
Cape Investment Advisory, Inc.8,616$230K0.07%-68513F-HRTimeline
Kozak & Associates, Inc.8,548$229K0.04%-12,60913F-HRTimeline
Sigma Planning Corp8,457$226K0.01%-71013F-HRTimeline
Flagship Private Wealth, LLC8,374$223K0.09%new13F-HRTimeline
Timmons Wealth Management, LLC8,353$223K0.22%13F-HRTimeline
Clarus Wealth Advisors8,284$222K0.09%013F-HRTimeline
Clayton Financial Group LLC8,218$219K0.11%new13F-HRTimeline
Everhart Financial Group, Inc.8,206$219K0.02%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,146$217K<0.01%+2,57213F-HRTimelineGroup
Future Financial Wealth Managment LLC7,612$204K0.14%+1,61313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,631$204K<0.01%-51213F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,602$203K0.01%+4,47113F-HRTimelineGroup
Creative Planningin group Creative Planning7,593$203K<0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.7,550$201K0.03%new13F-HRTimeline
Garton & Associates Financial Advisors …7,230$193K0.11%13F-HRTimeline
LANARK FINANCIAL, INC.6,406$171K0.01%-1,22913F-HRTimeline
Northwest Capital Management Inc5,910$158K0.68%-16,30113F-HRTimeline
Dunhill Financial, LLC5,097$136K0.03%+4,31413F-HRTimeline
Sunbelt Securities, Inc.5,007$134K0.01%+89513F-HRTimeline
Camelot Portfolios, LLC4,898$131K0.08%new13F-HRTimeline
Cranbrook Wealth Management, LLC4,832$129K0.03%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,103$109K<0.01%new13F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors3,800$102K0.01%013F-HRTimelineGroup
SITTNER & NELSON, LLC3,589$96.1K0.03%new13F-HRTimeline
Signature Equity Partners, LLC2,931$78.2K0.04%13F-HRTimeline
Sound Income Strategies, LLC2,663$71.4K<0.01%new13F-HRTimeline
Bangor Savings Bank2,613$69.7K0.01%new13F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…2,528$67.4K<0.01%new13F-HRTimelineGroup
EASTERN BANK2,511$67K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…2,394$63.9K<0.01%013F-HRTimeline
MTM Investment Management, LLC2,265$60.4K0.02%013F-HRTimeline
Birchwood Financial Partners, Inc.2,113$56.4K0.06%13F-HRTimeline
GGM Financial LLC2,017$53.8K0.03%new13F-HRTimeline
SageView Advisory Group, LLC1,989$53.1K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC1,929$51.5K<0.01%new13F-HRTimeline
Arax Advisory Partners1,925$51.4K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.1,906$50.9K0.05%-213F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,570$41.9K0.02%new13F-HRTimelineGroup
Networth Advisors, LLC1,290$34.4K0.03%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,285$34.3K<0.01%new13F-HRTimeline
Global Trust Asset Management, LLC1,134$30.3K0.01%013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE1,132$30.2K<0.01%+43613F-HRTimelineGroup
Cornerstone Financial Management LLC1,060$28.3K0.03%13F-HR/ATimeline
MPWM ADVISORY SOLUTIONS, LLC1,000$26.7K0.01%-50013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC921$24.6K<0.01%+25113F-HRTimelineGroup
Wellington Grp LLC914$24.4K0.01%13F-HR/ATimeline
Kingdom Financial Group LLC.890$23.7K0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.831$23K0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.824$22K<0.01%-6,37313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.777$21K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CBIZ Investment Advisory Services, LLC587$15.7K<0.01%+913F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC585$15.6K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC479$12.8K<0.01%013F-HRTimeline
CoreCap Advisors, LLC464$12.4K<0.01%-17713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC458$12.2K<0.01%013F-HRTimeline
Key Capital Management, INC416$11.1K0.01%13F-HRTimeline
HFM Investment Advisors, LLC366$9.77K<0.01%-2613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…175$4.67K<0.01%+8913F-HRTimelineGroup
Global Wealth Strategies & Associates108$2.88K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…101$2.69K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC75$2K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…61$1.63K<0.01%13F-HRTimeline
Fortitude Family Office, LLC37$987<0.01%+2513F-HRTimeline
GAMMA Investing LLC20$534<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC4$107<0.01%-2,19913F-HRTimeline