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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,088,602$239M0.02%+5,913,18313F-HRTimelineGroup
LPL Financial LLC5,799,134$153M0.06%+1,691,85413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,466,816$144M0.01%+2,307,23913F-HRTimelineGroup
Retirement Planning Group, LLC4,489,336$118M5.55%+722,45113F-HRTimeline
HighTower Advisors, LLC4,056,400$107M0.15%+1,463,02613F-HRTimeline
Sequoia Financial Advisors, LLC3,556,648$93.7M0.72%+570,35913F-HRTimeline
NewEdge Advisors, LLC3,341,951$88.1M0.52%+676,47513F-HRTimeline
AE Wealth Management LLC3,167,078$83.5M0.7%+514,75813F-HRTimeline
GR FINANCIAL GROUP, LLC3,161,261$83.3M12.84%new13F-HRTimeline
Advocacy Wealth Management, LLC3,011,220$79.3M5.4%+2,899,90313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,773,874$73.1M+467,567Timeline
Krilogy Financial LLC2,425,065$63.9M4.14%+278,29513F-HRTimeline
TruWealth Advisors, LLC2,376,538$62.6M3.78%+568,10113F-HRTimeline
Advance Capital Management, Inc.1,892,825$49.9M2.39%new13F-HRTimeline
Fragasso Financial Advisors Inc1,848,865$48.7M3.62%new13F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding1,804,177$47.5MnewTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,776,686$46.8M0.07%+848,05813F-HRTimeline
Falcon Wealth Planning1,743,307$45.9M5.11%+140,01713F-HRTimeline
Family Investment Center, Inc.1,637,240$43.1M10.54%+272,01013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,583,080$41.7M0.02%+1,106,09113F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding1,495,576$39.4MnewTimeline
Aveo Capital Partners, LLC1,445,972$37.6M6.25%+642,27413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,424,484$37.5M0.09%+614,77713F-HRTimeline
Beta Wealth Group, Inc.1,420,705$37.4M13.45%+1,236,27313F-HRTimeline
UBS Group AGin group UBS Group AG1,336,494$35.2M0.01%+492,20613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,310,079$34.5M0.01%+355,71213F-HRTimelineGroup
HUB Investment Partners, LLC1,217,800$32.1M1.29%+122,69813F-HRTimeline
Ellenbecker Investment Group1,216,910$32.1M5.76%+598,12713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,136,803$30M0.01%+576,67213F-HRTimelineGroup
Crestmont Private Wealth LLC1,079,709$28.5M12.32%+653,72613F-HRTimeline
NOVEM GROUP1,046,873$27.6M3.89%+419,16013F-HRTimeline
GeoWealth Management, LLC1,035,418$27.3M1.1%+651,20313F-HRTimeline
Wealth Alliance Advisory Group, LLC1,028,183$27.1M5.62%+292,39713F-HRTimeline
Berger Financial Group, Inc998,502$26.3M1.83%+67,22513F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT937,070$24.7M4.9%+35,11413F-HRTimeline
Horizon Investments, LLC933,723$24.4M0.73%+462,90113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.921,514$24.3M0.05%+353,14813F-HRTimelineGroup
Vickerman Investment Advisors, Inc.897,278$23.6M5.36%+795,25613F-HRTimeline
WCG Wealth Advisors LLC893,481$23.5M1.79%-96,44313F-HR/ATimeline
Cardinal Point Capital Management ULC873,330$23M2.12%+20,44513F-HRTimeline
RFG Holdings, Inc.854,172$22.5M7.32%+161,72313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC830,096$21.9M0.03%+575,20513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…814,977$21.5M5.86%+389,47513F-HRTimeline
OneDigital Investment Advisors LLC803,154$21.2M0.25%+215,00113F-HRTimeline
EnRich Financial Partners LLC800,663$21.1M7.09%+70,57113F-HRTimeline
Sanchez Wealth Management Group794,657$20.9M5.69%+49,21113F-HRTimeline
Gemmer Asset Management LLC763,201$20.1M2.01%+64,97013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA742,825$19.6M<0.01%-184,78213F-HR/ATimelineGroup
Ocean Park Asset Management, LLC722,305$19M0.68%new13F-HRTimeline
Trajan Wealth LLC721,097$19M1.04%+95,35213F-HRTimeline
MinichMacGregor Wealth Management, LLC717,932$18.9M4.24%+158,37713F-HRTimeline
First Heartland Consultants, Inc.668,147$17.6M1.82%+354,16113F-HRTimeline
Astor Investment Management LLC619,127$16.3M8.68%+182,42413F-HRTimeline
Creative Capital Management Investments…619,031$16.3M6.3%new13F-HRTimeline
Continuum Advisory, LLC613,791$16.2M2.08%+613,19813F-HRTimeline
Pinnacle Wealth Management, LLC604,704$15.9M17.95%+590,61613F-HRTimeline
Financial Futures Ltd Liability Co.602,193$15.9M9%+25,64013F-HRTimeline
Mason & Associates, LLC592,347$15.6M4.5%new13F-HRTimeline
Atria Wealth Solutions, Inc.590,302$15.6M0.19%+377,23813F-HRTimeline
Blue Investment Partners LLC590,091$15.5M5.85%+235,00313F-HRTimeline
DAHRING | CUSMANO LLC586,817$15.5M13.32%+144,72413F-HRTimeline
Fortress Wealth Management, Inc.579,011$15.3M7.92%-2,48113F-HRTimeline
Waterway Wealth Management, LLC576,080$15.2M6.33%+310,16413F-HRTimeline
Legacy Financial Advisors, Inc.552,163$14.5M2.43%+68,50413F-HRTimeline
Symphony Financial Services, Inc.549,520$14.5M9.46%+333,66513F-HRTimeline
Schwallier Wealth Management LLC542,418$14.3M10.55%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC536,343$14.1M0.42%+20,38413F-HRTimelineGroup
Allen Capital Group, LLC522,321$13.8M1.58%+51,38913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP520,940$13.7M0.01%+433,14313F-HRTimelineGroup
Kelman-Lazarov, Inc.515,485$13.6M2.47%-322,33213F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC510,724$13.5M5.27%+25,59013F-HRTimeline
Sanctuary Advisors, LLC510,272$13.4M0.09%+497,54413F-HRTimeline
Intrua Financial, LLC504,969$13.3M2.08%+59,86113F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC486,843$12.8M0.11%new13F-HRTimelineGroup
Bare Financial Services, Inc464,262$12.2M4.7%+28,07613F-HRTimeline
Visionary Wealth Advisors450,899$11.9M0.71%+333,53713F-HRTimeline
ABLE Financial Group, LLC447,797$11.8M3.31%+28,42113F-HRTimeline
Orion Porfolio Solutions, LLC445,555$11.7M0.12%-38,04713F-HRTimeline
Orion Portfolio Solutions, LLC445,555$11.7M0.12%-38,04713F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…423,859$11.2M0.02%-23,32213F-HRTimeline
ERn Financial, LLC423,431$11.2M1.76%+4,04413F-HRTimeline
CWM, LLCin group CWM, LLC422,475$11.1M0.04%+173,97113F-HRTimelineGroup
Pictet North America Advisors SA417,840$11M1.1%-440,41513F-HRTimeline
VICTORY FINANCIAL GROUP, LLC417,236$10.9M2.09%+272,51313F-HRTimeline
John W. Brooker & Co., CPAs393,312$10.4M4.29%+30,89713F-HRTimeline
Precision Wealth Strategies, LLC393,312$10.4M7.92%-3,73713F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.381,578$10.1M0.72%+152,53013F-HRTimelineGroup
Cambridge Investment Research Advisors,…380,302$10M0.03%+24,68313F-HRTimeline
Econ Financial Services Corp360,541$9.5M5.06%+8,44813F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC355,792$9.38M6.56%+285,00413F-HRTimeline
Aprio Wealth Management, LLC352,382$9.29M1.16%new13F-HRTimeline
Delta Investment Management, LLC348,681$9.19M1.85%+100,78513F-HRTimeline
Base Wealth Management LLC335,313$8.84M6.73%13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC325,842$8.59M1.61%13F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC320,509$8.45M3.88%+250,27613F-HRTimeline
Kensington Asset Management, LLC319,651$8.42M0.89%-126,53013F-HRTimeline
Security Financial Services, INC.310,846$8.19M1.63%+257,78213F-HRTimeline
Clarity Asset Management, Inc.308,637$8.13M5.23%+40,25313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…306,110$8.07M0.17%-1,34613F-HRTimelineGroup
Beacon Financial Advisory LLC302,382$7.97M2.41%+43,21613F-HRTimeline
Mutual Advisors, LLC304,143$7.95M0.23%+97,44313F-HRTimeline
Integrated Wealth Concepts LLC298,544$7.87M0.09%-62,78413F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC297,990$7.85M0.45%+8,82313F-HRTimeline
PAX Financial Group, LLC281,361$7.41M1.31%+55,79413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC276,234$7.28M0.01%new13F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB275,047$7.25M0.67%new13F-HRTimeline
Lokken Investment Group LLC274,543$7.23M3.05%+49,13913F-HRTimeline
MAI Capital Management269,933$7.11M0.05%+51,93913F-HRTimeline
Guided Capital Wealth Management, LLC269,268$7.1M5.93%new13F-HRTimeline
EQ WEALTH ADVISORS, LLC259,277$6.83M5.44%+61,45913F-HRTimeline
LVW Advisors, LLC257,235$6.78M0.82%new13F-HRTimeline
Private Advisor Group, LLC254,289$6.7M0.04%+46,49113F-HRTimeline
Hutchens & Kramer Investment Management…252,757$6.66M3.67%+49,43813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management252,344$6.65M0.1%new13F-HRTimelineGroup
Quadcap Wealth Management, LLC247,719$6.53M0.95%-33,10813F-HRTimeline
Janney Montgomery Scott LLC243,615$6.42M0.02%+173,88313F-HRTimeline
Family Manage LLC241,647$6.37M1.05%new13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV238,976$6.3M1.69%+110,43413F-HRTimeline
Atria Investments, Inc236,264$6.23M0.08%+78,28713F-HRTimeline
Bleakley Financial Group, LLC234,516$6.18M0.2%+73,82413F-HRTimeline
SENTINEL PENSION ADVISORS, LLC233,743$6.16M1.13%+34,79113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC233,008$6.14M0.26%+15,31013F-HR/ATimeline
Clearstead Advisors, LLC219,450$5.78M0.09%+123,29913F-HRTimeline
Gateway Wealth Partners, LLC217,330$5.73M1.29%new13F-HRTimeline
Blue Oak Capital, LLC216,422$5.7M3.15%+76,63413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP213,439$5.62M0.14%+118,66413F-HRTimeline
DAVENPORT & Co LLC212,452$5.6M0.03%+133,65213F-HRTimeline
Richard W. Paul & Associates, LLC208,780$5.5M2.16%new13F-HRTimeline
Elevated Capital Advisors, LLC207,212$5.46M1.53%-59,95913F-HRTimeline
Sabal Trust CO205,706$5.42M0.3%+173,60013F-HRTimeline
Bridgewealth Advisory Group, LLC202,419$5.33M7.01%-578,45213F-HRTimeline
Strata Wealth Advisors, LLC194,906$5.14M1.6%-31,86213F-HRTimeline
Grey Ledge Advisors, LLC191,199$5.04M1.32%+137,41613F-HRTimeline
CarsonAllaria Wealth Management, Ltd.187,591$4.94M2.86%+13,31713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding186,481$4.91M+92,340Timeline
Hedeker Wealth, LLC182,638$4.81M1.29%+2,77513F-HRTimeline
Parallel Advisors, LLC182,182$4.8M0.11%+23,26513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…177,468$4.68M0.19%+99,06813F-HRTimelineGroup
Legacy Capital Group California, Inc.177,349$4.67M1.63%+49,09013F-HRTimeline
SOL Capital Management CO174,441$4.6M0.51%+41,31613F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.172,170$4.54M0.89%+109,83413F-HRTimeline
CLG LLC172,023$4.53M1.57%+39,66513F-HRTimeline
Coastal Bridge Advisors, LLC169,830$4.48M0.41%new13F-HR/ATimeline
Breakwater Capital Group169,793$4.47M0.8%+87,13413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…167,213$4.41M0.24%+88,73113F-HRTimelineGroup
ARBOR TRUST WEALTH ADVISORS, LLC166,555$4.39M2.06%+75,48313F-HRTimeline
VestGen Advisors, LLC159,867$4.21M0.19%13F-HRTimeline
Fiduciary Alliance LLC155,621$4.1M0.4%+12,44613F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC153,650$4.05M0.66%+25,75013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC152,411$4.02M0.13%new13F-HRTimeline
IHT Wealth Management, LLC151,216$3.98M0.12%+123,26413F-HRTimeline
Mariner, LLCin group Mariner, LLC144,475$3.81M0.01%+54,38313F-HRTimelineGroup
Farther Finance Advisors, LLC144,425$3.79M0.1%+122,82813F-HRTimeline
Oregon Pacific Wealth Management, LLC138,839$3.66M3.66%+22,44713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP137,787$3.63M0.01%new13F-HRTimelineGroup
Stonebridge Financial Group, LLC135,599$3.57M0.38%+28,07913F-HRTimeline
Tennessee Valley Asset Management Partn…135,251$3.56M0.58%new13F-HRTimeline
Constant Guidance Financial LLC134,062$3.53M4.44%new13F-HRTimeline
ORBA Wealth Advisors, L.L.C.131,079$3.45M1.74%+16,21313F-HRTimeline
HARBOUR INVESTMENTS, INC.130,821$3.45M0.1%+11,09513F-HRTimeline
Prasad Wealth Partners, LLC128,423$3.38M1.1%+15,07513F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …127,741$3.37M0.48%new13F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC125,775$3.31M1.31%+55,97113F-HRTimeline
PFG Advisors124,761$3.29M0.18%+101,74813F-HRTimeline
PKS Advisory Services, LLC124,672$3.29M0.9%+62,41813F-HRTimeline
Geneos Wealth Management Inc.115,595$3.05M0.04%+102,93413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP115,292$3.03M<0.01%+44,94213F-HR/ATimelineGroup
CIBC WORLD MARKET INC.112,935$2.98M0.01%+9,28213F-HRTimeline
Walkner Condon Financial Advisors LLC112,935$2.98M0.6%-1,59013F-HRTimeline
LHM, INC.112,501$2.96M0.98%013F-HRTimeline
SMITH, MOORE & CO.111,599$2.94M0.27%+4,34313F-HRTimeline
AssuredPartners Investment Advisors, LLC109,485$2.88M0.56%+4,84013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC104,852$2.74M0.23%+93,97213F-HRTimeline
StoneCrest Wealth Management, Inc.103,638$2.73M1.74%new13F-HRTimeline
Johnson & White Wealth Management, LLC102,677$2.71M1.52%new13F-HRTimeline
LifeGoal Investments, LLC100,939$2.66M2.87%+62,37213F-HRTimeline
WNY Asset Management, LLC98,116$2.59M0.31%+64,06013F-HRTimeline
Menard Financial Group LLC95,485$2.48M1.63%+8313F-HRTimeline
Astoria Portfolio Advisors LLC.90,508$2.34M0.8%+8,08613F-HRTimeline
SHARPEPOINT LLC89,174$2.34M2.05%+37,94813F-HRTimeline
Freedom Investment Management, Inc.87,173$2.3M0.19%+35,11913F-HRTimeline
D.A. DAVIDSON & CO.85,077$2.24M0.02%+48,47713F-HRTimeline
Larson Financial Group LLC83,923$2.21M0.11%+48,15613F-HRTimeline
Sprinkle Financial Consultants LLC81,484$2.15M1.36%+25,47613F-HRTimeline
Roger Wittlin Investment Advisory, LLC81,286$2.14M1.25%+5,85713F-HRTimeline
Centerpoint Advisory Group80,713$2.13M2.09%+1,54713F-HRTimeline
Investment Partners Asset Management, I…77,940$2.05M1.61%+15,48913F-HRTimeline
Pinnacle Financial Group, LLC / IL77,740$2.05M0.74%+46,51113F-HRTimeline
USAdvisors Wealth Management, LLC77,425$2.04M0.71%+25,50913F-HRTimeline
Sheridan Capital Management, LLC76,004$2M1.46%+39,25213F-HRTimeline
VICUS CAPITAL75,800$2M0.19%new13F-HRTimeline
J. W. Coons Advisors, LLC72,270$1.9M0.5%+13,89013F-HRTimeline
Talisman Wealth Advisors LLC71,189$1.88M1.93%new13F-HRTimeline
Wealthspire Retirement, LLC70,436$1.86M0.15%-2,61513F-HRTimeline
OmniStar Financial Group, Inc.70,347$1.86M1.46%new13F-HRTimeline
Rollins Financial Advisors, LLC68,860$1.81M0.32%+47,00013F-HR/ATimeline
ALTFEST L J & CO INC65,401$1.72M0.22%-3,37913F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC62,215$1.64M0.35%+19,72513F-HRTimeline
BANQUE PICTET & CIE SA61,965$1.63M0.02%+1,03513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.60,683$1.6M0.1%+3,86613F-HRTimelineGroup