Skip to content
Disclosery

PYLD PIMCO ETF TR

Follow

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
LPL Financial LLC4,107,280$106M0.04%+1,941,96413F-HRTimeline
Retirement Planning Group, LLC3,766,885$97.6M4.91%+1,017,98513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,175,419$82.3M0.01%+3,175,02513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,159,577$81.9M0.01%+2,565,70413F-HR/ATimelineGroup
Sequoia Financial Advisors, LLC2,986,289$77.4M0.75%+402,50213F-HR/ATimeline
NewEdge Advisors, LLC2,665,476$69.1M0.42%+795,46713F-HRTimeline
AE Wealth Management LLC2,652,320$68.7M0.58%+531,69813F-HRTimeline
HighTower Advisors, LLC2,593,374$67.2M0.09%+544,07713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,306,307$59.8M+962,434Timeline
Krilogy Financial LLC2,146,770$55.6M3.71%+703,23113F-HRTimeline
TruWealth Advisors, LLC1,808,437$46.9M2.83%new13F-HRTimeline
Falcon Wealth Planning1,603,290$41.6M4.63%+694,09213F-HRTimeline
Independent Advisor Alliance1,392,887$36.1M0.48%new13F-HRTimeline
Family Investment Center, Inc.1,365,230$35.4M8.98%+104,27113F-HRTimeline
HUB Investment Partners, LLC1,095,102$28.4M1.19%+109,07313F-HRTimeline
JSF Financial, LLC1,084,171$28.1M7.51%new13F-HRTimeline
Dechtman Wealth Management, LLC1,043,258$27M5.23%+810,53713F-HRTimeline
WCG Wealth Advisors LLC989,924$25.7M1.7%+97,73813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN954,367$24.7M0.01%-13,44913F-HRTimelineGroup
Berger Financial Group, Inc931,277$24.1M1.67%+12,21113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC928,628$24.1M0.04%+787,71013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA927,607$24M0.01%+360,60713F-HRTimelineGroup
Dynasty Wealth Management, LLC922,589$23.9M0.41%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO921,419$23.9M<0.01%+891,44013F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC908,663$23.6M0.62%13F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT901,956$23.4M4.66%+137,91313F-HRTimeline
Pictet North America Advisors SA858,255$22.2M2.11%+348,77713F-HRTimeline
Cardinal Point Capital Management ULC852,885$22.2M3.53%+31,79013F-HRTimeline
UBS Group AGin group UBS Group AG844,288$21.9M<0.01%+447,79813F-HRTimelineGroup
Kelman-Lazarov, Inc.837,817$21.7M3.91%+30,00913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS809,707$21M0.06%+503,80513F-HRTimeline
Aveo Capital Partners, LLC803,698$20.8M2.28%+234,27013F-HRTimeline
Bridgewealth Advisory Group, LLC780,871$20.4M5.77%+139,41313F-HRTimeline
Sanchez Wealth Management Group745,446$19.3M5.28%+26,63913F-HRTimeline
Wealth Alliance Advisory Group, LLC735,786$19.1M4.03%+6,14713F-HRTimeline
EnRich Financial Partners LLC730,092$18.9M6.3%+12,53813F-HRTimeline
Gemmer Asset Management LLC698,231$18.1M1.78%+87,61713F-HRTimeline
RFG Holdings, Inc.692,449$17.9M5.96%+521,83213F-HRTimeline
NOVEM GROUP627,713$16.3M2.42%13F-HRTimeline
Trajan Wealth LLC625,745$16.2M0.9%+37,12813F-HRTimeline
Ellenbecker Investment Group618,783$16M2.87%new13F-HRTimeline
OneDigital Investment Advisors LLC588,153$15.2M0.18%+122,29413F-HRTimeline
Fortress Wealth Management, Inc.581,492$15.1M7.31%+85,33113F-HRTimeline
Financial Futures Ltd Liability Co.576,553$14.9M8.48%+169,96113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.568,366$14.7M0.03%+326,38213F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp560,131$14.5M<0.01%+545,75113F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC559,555$14.5M3.01%+42,05313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC515,959$13.4M0.41%+127,11413F-HRTimelineGroup
CASTLE WEALTH MANAGEMENT LLC485,134$12.6M4.97%+56,20313F-HRTimeline
Legacy Financial Advisors, Inc.483,659$12.5M2.07%new13F-HRTimeline
Orion Porfolio Solutions, LLC483,602$12.5M0.12%-21,22913F-HRTimeline
Orion Portfolio Solutions, LLC483,602$12.5M0.12%-21,22913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC476,989$12.4M<0.01%13F-HR/ATimelineGroup
Allen Capital Group, LLC470,932$12.2M1.5%+461,51813F-HRTimeline
Horizon Investments, LLC470,822$12.1M0.35%+382,00013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…447,181$11.6M0.02%+42,91613F-HR/ATimeline
Kensington Asset Management, LLC446,181$11.6M0.68%-316,60013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Intrua Financial, LLC445,108$11.5M1.87%+135,12713F-HRTimeline
DAHRING | CUSMANO LLC442,093$11.5M10.39%13F-HRTimeline
Astor Investment Management LLC436,703$11.3M5.8%-16,50913F-HRTimeline
Bare Financial Services, Inc436,186$11.3M4.55%+52,38313F-HRTimeline
Crestmont Private Wealth LLC425,983$11M4.97%+16,24313F-HRTimeline
Ritter Daniher Financial Advisory LLC /…425,502$11M3.11%+280,71413F-HRTimeline
ERn Financial, LLC419,387$10.9M1.63%+285,19313F-HRTimeline
ABLE Financial Group, LLC419,376$10.9M3.21%new13F-HRTimeline
Precision Wealth Strategies, LLC397,049$10.3M7.96%+80,52813F-HRTimeline
GeoWealth Management, LLC384,215$9.96M0.33%+208,13813F-HRTimeline
John W. Brooker & Co., CPAs362,415$9.39M4.05%+31,84313F-HRTimeline
Integrated Wealth Concepts LLC361,328$9.37M0.11%+3,10213F-HRTimeline
Cambridge Investment Research Advisors,…355,619$9.22M0.03%+36,24713F-HRTimeline
Blue Investment Partners LLC355,088$9.2M3.38%+33,30913F-HRTimeline
Econ Financial Services Corp352,093$9.13M5.24%+310,49813F-HRTimeline
First Heartland Consultants, Inc.313,986$8.14M0.83%+161,37113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…307,456$7.97M0.18%+48,93613F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC289,167$7.5M0.42%+7,94313F-HR/ATimeline
Quadcap Wealth Management, LLC280,827$7.28M1.07%+99,88513F-HRTimeline
Clarity Asset Management, Inc.268,384$6.96M4.53%new13F-HRTimeline
Elevated Capital Advisors, LLC267,171$6.93M1.89%+6,89413F-HRTimeline
Waterway Wealth Management, LLC265,916$6.89M3.03%+26,49613F-HRTimeline
Beacon Financial Advisory LLC259,166$6.72M2.19%+72,22613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC254,891$6.61M0.01%+176,69113F-HRTimeline
CWM, LLCin group CWM, LLC248,504$6.44M0.03%+9,55213F-HRTimelineGroup
Delta Investment Management, LLC247,896$6.43M1.25%+91,36413F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.229,048$5.94M0.42%+66,78913F-HRTimelineGroup
Strata Wealth Advisors, LLC226,768$5.88M1.84%+6,54113F-HRTimeline
PAX Financial Group, LLC225,567$5.85M1.05%+45,76713F-HRTimeline
Lokken Investment Group LLC225,404$5.84M2.52%+37,02213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.222,198$5.76M0.05%new13F-HRTimelineGroup
MAI Capital Management217,994$5.65M0.04%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC217,698$5.64M0.24%+64,14813F-HR/ATimeline
Symphony Financial Services, Inc.215,855$5.59M4.5%-1,65013F-HRTimeline
Atria Wealth Solutions, Inc.213,064$5.53M0.06%+158,03213F-HRTimeline
Private Advisor Group, LLC207,798$5.39M0.03%+159,09213F-HRTimeline
Mutual Advisors, LLC206,700$5.38M0.16%+22,00113F-HRTimeline
Hutchens & Kramer Investment Management…203,319$5.27M2.86%+76,92713F-HRTimeline
SENTINEL PENSION ADVISORS, LLC198,952$5.16M0.96%+27,41013F-HRTimeline
EQ WEALTH ADVISORS, LLC197,818$5.13M4.93%13F-HRTimeline
Beta Wealth Group, Inc.184,432$4.78M2.11%+12,99513F-HRTimeline
Hedeker Wealth, LLC179,863$4.66M1.16%-13113F-HRTimeline
CarsonAllaria Wealth Management, Ltd.174,274$4.52M2.59%+11,86113F-HRTimeline
Bleakley Financial Group, LLC160,692$4.17M0.13%+45413F-HRTimeline
Parallel Advisors, LLC158,917$4.12M0.09%+63,24813F-HRTimeline
Atria Investments, Inc157,977$4.09M0.05%+11,39413F-HRTimeline
VICTORY FINANCIAL GROUP, LLC144,723$3.75M0.99%13F-HRTimeline
Fiduciary Alliance LLC143,175$3.71M0.38%+4,71713F-HRTimeline
Blue Oak Capital, LLC139,788$3.64M2.21%13F-HRTimeline
TrinityPoint Wealth, LLC136,566$3.54M0.5%+37,39913F-HRTimeline
SOL Capital Management CO133,125$3.45M0.38%new13F-HRTimeline
CLG LLC132,358$3.43M1.23%13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV128,542$3.33M0.99%+67,76913F-HRTimeline
Legacy Capital Group California, Inc.128,259$3.32M1.01%+1,57713F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC127,900$3.32M0.53%+29,20013F-HRTimeline
HARBOUR INVESTMENTS, INC.119,726$3.1M0.09%+20,07613F-HRTimeline
Visionary Wealth Advisors117,362$3.04M0.18%+30,30813F-HRTimeline
Oregon Pacific Wealth Management, LLC116,392$3.02M2.96%13F-HRTimeline
ORBA Wealth Advisors, L.L.C.114,866$2.98M1.56%+69713F-HRTimeline
Walkner Condon Financial Advisors LLC114,525$2.97M0.6%+6,61013F-HRTimeline
Prasad Wealth Partners, LLC113,348$2.94M0.95%13F-HRTimeline
LHM, INC.112,501$2.93M0.93%+75,00013F-HRTimeline
Advocacy Wealth Management, LLC111,317$2.89M0.22%+13,13913F-HRTimeline
Stonebridge Financial Group, LLC107,520$2.79M0.31%13F-HRTimeline
SMITH, MOORE & CO.107,256$2.78M0.25%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC104,645$2.71M0.53%13F-HRTimeline
CIBC WORLD MARKET INC.103,653$2.69M0.01%+10,33213F-HRTimeline
Vickerman Investment Advisors, Inc.102,022$2.64M0.72%new13F-HRTimeline
Clearstead Advisors, LLC96,151$2.49M0.04%new13F-HRTimeline
Menard Financial Group LLC95,402$2.47M1.48%-43013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP94,775$2.46M0.06%+41,97713F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…94,141$2.44M0.08%13F-HRTimelineGroup
ARBOR TRUST WEALTH ADVISORS, LLC91,072$2.37M1.11%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC90,092$2.34M<0.01%+7,76513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP87,797$2.28M<0.01%+14,58613F-HRTimelineGroup
Breakwater Capital Group82,659$2.14M0.43%+19,72213F-HRTimeline
Astoria Portfolio Advisors LLC.82,422$2.12M0.76%new13F-HRTimeline
Centerpoint Advisory Group79,166$2.05M1.98%13F-HRTimeline
DAVENPORT & Co LLC78,800$2.04M0.01%+63,57713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…78,482$2.03M0.11%+13,53013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…78,400$2.03M0.07%+3,04313F-HRTimelineGroup
Roger Wittlin Investment Advisory, LLC75,429$1.96M1.09%-17,80113F-HRTimeline
Wealthspire Retirement, LLC73,051$1.89M0.15%+13,90013F-HRTimeline
Gallacher Capital Management LLC72,935$1.89M0.94%+12,27913F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC70,788$1.83M1.37%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP70,350$1.82M<0.01%+52,19113F-HRTimelineGroup
FLYNN ZITO CAPITAL MANAGEMENT, LLC70,233$1.82M0.85%new13F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC69,804$1.81M0.7%+59,27713F-HRTimeline
Janney Montgomery Scott LLC69,732$1.81M0.01%+47,97713F-HRTimeline
ALTFEST L J & CO INC68,780$1.78M0.23%+14,66513F-HRTimeline
Williams & Novak Wealth Management, LLC67,311$1.74M1.68%-48,23113F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.62,336$1.62M0.32%new13F-HRTimeline
Investment Partners Asset Management, I…62,451$1.62M1.27%new13F-HRTimeline
PKS Advisory Services, LLC62,254$1.61M0.4%13F-HRTimeline
BANQUE PICTET & CIE SA60,930$1.58M0.02%+8,93013F-HRTimeline
Richard P Slaughter Associates Inc60,134$1.56M0.35%+4,88513F-HRTimeline
Foundry Financial Group, Inc.59,161$1.53M0.95%+7,44513F-HRTimeline
Noble Wealth Management PBC58,576$1.52M1.05%13F-HRTimeline
J. W. Coons Advisors, LLC58,380$1.51M0.39%+38,58013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.56,817$1.47M0.09%+92213F-HRTimelineGroup
Sprinkle Financial Consultants LLC56,008$1.45M0.99%+5,41313F-HRTimeline
Dynamic Advisor Solutions LLC54,915$1.42M0.06%+3,18913F-HRTimeline
Grey Ledge Advisors, LLC53,783$1.39M0.36%new13F-HRTimeline
IFP Advisors, Inc53,118$1.38M0.05%new13F-HRTimeline
Security Financial Services, INC.53,064$1.38M0.28%+24,40613F-HRTimeline
Western Wealth Management, LLC52,509$1.36M0.09%new13F-HR/ATimeline
Freedom Investment Management, Inc.52,054$1.35M0.11%-82913F-HRTimeline
USAdvisors Wealth Management, LLC51,916$1.34M0.44%+9,36013F-HRTimeline
SHARPEPOINT LLC51,226$1.33M1.2%13F-HRTimeline
Great Point Wealth Advisors, LLC50,477$1.31M0.29%-98813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC49,934$1.29M0.05%+21,93213F-HRTimelineGroup
SYNOVUS FINANCIAL CORP49,531$1.28M0.02%-42,38713F-HRTimeline
Taylor & Morgan Wealth Management, LLC47,913$1.24M0.87%new13F-HRTimeline
Savvy Advisors, Inc.46,543$1.21M0.15%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …45,845$1.19M0.02%+1,25613F-HRTimelineGroup
RMR Wealth Builders44,453$1.15M0.12%+12,66213F-HR/ATimeline
EVOKE WEALTH, LLC42,634$1.11M0.03%+15,63413F-HRTimeline
Manchester Capital Management LLC42,597$1.1M0.13%+6,00013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC42,490$1.1M0.24%-79413F-HRTimeline
Lionsbridge Wealth Management LLC41,776$1.08M0.91%-66613F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …40,499$1.05M0.09%new13F-HRTimelineGroup
Bluesphere Advisors LLC40,331$1.05M0.51%new13F-HRTimeline
CGC Financial Services, LLC39,948$1.04M0.41%new13F-HRTimeline
WestHill Financial Advisors, Inc.39,137$1.01M0.23%+63113F-HRTimeline
New Century Financial Group, LLC38,969$1.01M0.43%+6,72313F-HRTimeline
LifeGoal Investments, LLC38,567$1000K1.08%13F-HRTimeline
Sheridan Capital Management, LLC36,752$953K0.67%new13F-HRTimeline
Nautilus Advisors LLC36,689$951K0.76%13F-HRTimeline
D.A. DAVIDSON & CO.36,600$949K0.01%new13F-HRTimeline
RMR Capital Management, LLC36,566$948K0.71%+13,10113F-HRTimeline
GSG Advisors LLC35,955$932K0.29%+15,14413F-HRTimeline
Larson Financial Group LLC35,767$927K0.05%+19,12513F-HRTimeline
MML INVESTORS SERVICES, LLC35,764$927K<0.01%+4,27513F-HRTimeline
BEACON FINANCIAL PLANNING, INC35,005$907K0.53%+19,11613F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…34,255$888K0.37%-8,00713F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC34,151$885K0.05%-1,98613F-HRTimeline
WNY Asset Management, LLC34,056$883K0.11%+53613F-HRTimeline
Element Wealth, LLC33,598$871K0.46%+32,82813F-HRTimeline
Fortis Group Advisors, LLC32,993$855K0.16%new13F-HRTimeline
Elequin Capital, LP32,946$854K0.1%new13F-HRTimeline
STUART INVESTMENT ADVISORS, INC.32,716$848K0.45%new13F-HRTimeline
Sabal Trust CO32,106$832K0.05%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC31,938$828K<0.01%+8,61413F-HRTimelineGroup