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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,514,297$306M0.02%+2,425,69513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY9,124,129$242M0.02%+3,657,31313F-HRTimelineGroup
LPL Financial LLC8,737,325$232M0.08%+2,938,19113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,485,413$146M+2,711,539Timeline
Retirement Planning Group, LLC4,777,442$127M5.39%+288,10613F-HRTimeline
AE Wealth Management LLC4,531,478$120M0.88%+1,364,40013F-HRTimeline
Sequoia Financial Advisors, LLC4,528,515$120M0.82%+971,86713F-HRTimeline
HighTower Advisors, LLC4,355,826$116M0.14%+299,42613F-HRTimeline
NewEdge Advisors, LLC3,640,171$96.6M0.5%+298,22013F-HRTimeline
Advocacy Wealth Management, LLC3,225,583$85.6M5.25%+214,36313F-HRTimeline
GR FINANCIAL GROUP, LLC3,187,223$84.6M20.68%+25,96213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,749,163$73M0.03%+1,166,08313F-HRTimelineGroup
Krilogy Financial LLC2,611,862$69.3M3.98%+186,79713F-HRTimeline
TruWealth Advisors, LLC2,578,071$68.4M3.77%+201,53313F-HRTimeline
Destination Wealth Management2,560,723$68M1.99%new13F-HRTimeline
Fragasso Financial Advisors Inc2,237,522$59.4M4%+388,65713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,195,667$58.3M0.08%+418,98113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,131,205$56.6M0.01%+994,40213F-HRTimelineGroup
Advance Capital Management, Inc.2,026,502$53.8M2.44%+133,67713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding1,959,076$52M+463,500Timeline
UBS Group AGin group UBS Group AG1,911,565$50.7M0.01%+575,07113F-HRTimelineGroup
RiverFront Investment Group, LLC1,820,666$48.3M0.94%new13F-HRTimeline
Falcon Wealth Planning1,813,567$48.1M4.86%+70,26013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding1,734,556$46M-69,621Timeline
Family Investment Center, Inc.1,658,862$44M9.97%+21,62213F-HRTimeline
Horizon Investments, LLC1,650,219$43.4M0.69%+716,49613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,615,193$42.9M0.1%+190,70913F-HRTimeline
Kensington Asset Management, LLC1,507,954$40M3.02%+1,188,30313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GeoWealth Management, LLC1,444,498$38.3M1.5%+409,08013F-HRTimeline
Ellenbecker Investment Group1,345,126$35.7M5.77%+128,21613F-HRTimeline
HUB Investment Partners, LLC1,340,058$35.6M1.24%+122,25813F-HRTimeline
CWM, LLCin group CWM, LLC1,336,115$35.5M0.13%+913,64013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,283,537$34.1M0.01%-26,54213F-HRTimelineGroup
WCG Wealth Advisors LLC1,210,832$32.1M2.08%+317,35113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,182,749$31.4M0.01%+439,92413F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,138,221$30.2M0.05%+216,70713F-HR/ATimelineGroup
Crestmont Private Wealth LLC1,089,199$28.9M10.45%+9,49013F-HRTimeline
Wealth Alliance Advisory Group, LLC1,030,481$27.3M5.21%+2,29813F-HRTimeline
Berger Financial Group, Inc1,012,151$26.9M1.74%+13,64913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,008,750$26.8M0.03%+487,81013F-HRTimelineGroup
Beta Wealth Group, Inc.998,394$26.5M9.7%-422,31113F-HRTimeline
Pictet North America Advisors SA981,818$26.1M2.61%+563,97813F-HRTimeline
RFG Holdings, Inc.949,485$25.2M7.3%+95,31313F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT943,674$25M4.88%+6,60413F-HRTimeline
Visionary Wealth Advisors920,747$24.4M1.25%+469,84813F-HRTimeline
Cardinal Point Capital Management ULC914,827$24.3M1.92%+41,49713F-HRTimeline
Vickerman Investment Advisors, Inc.906,592$24.1M5.17%+9,31413F-HRTimeline
Ritter Daniher Financial Advisory LLC /…896,405$23.8M5.84%+81,42813F-HRTimeline
OneDigital Investment Advisors LLC888,534$23.6M0.26%+85,38013F-HRTimeline
Sanchez Wealth Management Group860,892$22.8M5.51%+66,23513F-HRTimeline
Aprio Wealth Management, LLC851,162$22.6M2.55%+498,78013F-HRTimeline
Intrua Financial, LLC851,078$22.6M3.24%+346,10913F-HRTimeline
EnRich Financial Partners LLC832,737$22.1M6.78%+32,07413F-HRTimeline
Bridgewealth Advisory Group, LLC823,280$21.8M5.55%+620,86113F-HRTimeline
Mason & Associates, LLC805,998$21.4M5.37%+213,65113F-HRTimeline
Gemmer Asset Management LLC794,814$21.1M1.88%+31,61313F-HRTimeline
Orion Porfolio Solutions, LLC789,415$21M0.18%+343,86013F-HR/ATimeline
Stonebridge Financial Group, LLC784,273$20.8M2.02%+648,67413F-HRTimeline
Continuum Advisory, LLC772,936$20.5M2.47%+159,14513F-HRTimeline
Schwallier Wealth Management LLC734,081$19.5M11.91%+191,66313F-HRTimeline
MinichMacGregor Wealth Management, LLC717,512$19M4.07%-42013F-HRTimeline
Ocean Park Asset Management, LLC722,305$19M0.68%013F-HRTimeline
First Heartland Consultants, Inc.714,933$19M1.69%+46,78613F-HRTimeline
Trajan Wealth LLC705,225$18.7M0.92%-15,87213F-HRTimeline
Creative Capital Management Investments…652,040$17.3M6.19%+33,00913F-HRTimeline
Private Advisor Group, LLC645,559$17.1M0.09%+391,27013F-HRTimeline
Blue Investment Partners LLC631,855$16.8M5.88%+41,76413F-HRTimeline
Waterway Wealth Management, LLC625,339$16.6M5.02%+49,25913F-HRTimeline
Fortress Wealth Management, Inc.617,511$16.4M7.9%+38,50013F-HRTimeline
DAHRING | CUSMANO LLC612,937$16.3M12.67%+26,12013F-HRTimeline
Cambridge Investment Research Advisors,…607,150$16.1M0.05%+226,84813F-HRTimeline
LHM, INC.600,189$15.9M5.28%+487,68813F-HRTimeline
Allen Capital Group, LLC596,298$15.8M1.65%+73,97713F-HRTimeline
NOVEM GROUP594,815$15.8M2%-452,05813F-HRTimeline
Astor Investment Management LLC586,699$15.6M8.41%-32,42813F-HRTimeline
Pinnacle Wealth Management, LLC582,073$15.4M12.92%-22,63113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC573,215$15.2M0.4%+36,87213F-HRTimelineGroup
Sanctuary Advisors, LLC565,722$15M0.09%+55,45013F-HRTimeline
Legacy Financial Advisors, Inc.565,023$15M2.34%+12,86013F-HRTimeline
Symphony Financial Services, Inc.547,277$14.5M8.68%-2,24313F-HRTimeline
LexAurum Advisors, LLC543,232$14.4M2.28%+525,64313F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC540,802$14.4M5.21%+30,07813F-HRTimeline
Financial Futures Ltd Liability Co.522,165$13.9M7.43%-80,02813F-HRTimeline
Janney Montgomery Scott LLC514,100$13.6M0.04%+270,48513F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding509,455$13.5M+127,877Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV496,783$13.2M0.95%new13F-HRTimeline
Bare Financial Services, Inc478,385$12.7M4.28%+14,12313F-HRTimeline
Kelman-Lazarov, Inc.470,822$12.5M2.02%-44,66313F-HRTimeline
ABLE Financial Group, LLC469,540$12.5M3.01%+21,74313F-HRTimeline
FIRST AMERICAN TRUST, FSB466,874$12.4M0.99%+191,82713F-HRTimeline
EQ WEALTH ADVISORS, LLC441,020$11.7M7.98%+181,74313F-HRTimeline
Farther Finance Advisors, LLC438,300$11.6M0.23%+293,87513F-HRTimeline
VICTORY FINANCIAL GROUP, LLC424,814$11.3M1.79%+7,57813F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC407,746$10.8M6.87%+51,95413F-HRTimeline
Econ Financial Services Corp402,204$10.7M5.5%+41,66313F-HRTimeline
VICUS CAPITAL399,620$10.6M0.88%+323,82013F-HRTimeline
Hutchens & Kramer Investment Management…393,959$10.4M4.77%+141,20213F-HRTimeline
Base Wealth Management LLC383,973$10.2M6.53%+48,66013F-HRTimeline
Larson Financial Group LLC383,736$10.2M0.41%+299,81313F-HRTimeline
Mutual Advisors, LLC382,473$10.1M0.25%+78,33013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…372,625$9.83M0.02%-51,23413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management369,984$9.82M0.13%+117,64013F-HRTimelineGroup
RAINEY & RANDALL WEALTH ADVISORS INC.365,017$9.69M1.77%+192,84713F-HRTimeline
Precision Wealth Strategies, LLC363,165$9.64M3.13%-30,14713F-HRTimeline
Beacon Financial Advisory LLC356,136$9.45M2.44%+53,75413F-HRTimeline
Family Manage LLC356,128$9.45M1.44%+114,48113F-HRTimeline
DAVENPORT & Co LLC355,650$9.44M0.05%+143,19813F-HRTimeline
Security Financial Services, INC.351,572$9.33M1.65%+40,72613F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC349,419$9.27M0.06%-137,42413F-HRTimelineGroup
ERn Financial, LLC348,583$9.25M1.95%-74,84813F-HRTimeline
Delta Investment Management, LLC344,110$9.13M1.76%-4,57113F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV339,140$9M1.96%+100,16413F-HRTimeline
Integrated Wealth Concepts LLC336,560$8.93M0.09%+38,01613F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC321,857$8.54M3.6%+1,34813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC321,240$8.53M0.01%+45,00613F-HRTimelineGroup
LAKE STREET PRIVATE WEALTH, LLC313,674$8.32M1.18%+160,02413F-HRTimeline
Lokken Investment Group LLC311,127$8.26M3.18%+36,58413F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC313,116$8.25M1.6%-12,72613F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC301,420$8M0.42%+3,43013F-HRTimeline
Bleakley Financial Group, LLC300,945$7.99M0.2%+66,42913F-HRTimeline
HANCOCK WHITNEY CORP297,718$7.9M0.15%new13F-HRTimeline
SENTINEL PENSION ADVISORS, LLC296,424$7.87M1.32%+62,68113F-HRTimeline
MAI Capital Management291,191$7.73M0.05%+21,25813F-HRTimeline
SOL Capital Management CO286,350$7.6M0.74%+111,90913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC283,213$7.52M0.29%+50,20513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…280,615$7.45M0.34%+113,40213F-HRTimelineGroup
LVW Advisors, LLC269,722$7.16M0.8%+12,48713F-HRTimeline
MBL Wealth, LLC263,335$6.99M0.67%new13F-HRTimeline
Quadcap Wealth Management, LLC262,016$6.95M0.88%+14,29713F-HRTimeline
Guided Capital Wealth Management, LLC260,238$6.91M5.32%-9,03013F-HRTimeline
Grey Ledge Advisors, LLC260,056$6.9M1.69%+68,85713F-HRTimeline
Blue Oak Capital, LLC257,411$6.83M3.59%+40,98913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC251,008$6.66M0.01%-579,08813F-HRTimeline
Atria Investments, Inc246,391$6.54M0.08%+10,12713F-HRTimeline
Avondale Wealth Management243,792$6.47M3.61%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP240,508$6.38M0.14%+27,06913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC238,980$6.34M0.19%+86,56913F-HRTimeline
IHT Wealth Management, LLC237,699$6.31M0.17%+86,48313F-HRTimeline
Clearstead Advisors, LLC235,013$6.24M0.09%+15,56313F-HRTimeline
O'Connor Financial Group LLC234,849$6.2M2.73%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding229,795$6.1M+43,314Timeline
Gateway Wealth Partners, LLC225,902$6M1.14%+8,57213F-HRTimeline
PAX Financial Group, LLC224,467$5.96M1.14%-56,89413F-HRTimeline
Breakwater Capital Group218,635$5.8M0.95%+48,84213F-HRTimeline
CLG LLC218,217$5.79M1.81%+46,19413F-HRTimeline
Johnson & White Wealth Management, LLC215,188$5.71M2.88%+112,51113F-HRTimeline
Richard W. Paul & Associates, LLC213,595$5.67M2.05%+4,81513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP214,197$5.67M<0.01%+98,90513F-HRTimelineGroup
Clarity Asset Management, Inc.212,084$5.63M3.36%-96,55313F-HRTimeline
Fiduciary Alliance LLC211,581$5.62M0.42%+55,96013F-HRTimeline
Elevated Capital Advisors, LLC207,212$5.46M1.53%013F-HRTimeline
Coastal Bridge Advisors, LLC200,572$5.32M0.44%+30,74213F-HRTimeline
Strata Wealth Advisors, LLC200,158$5.31M1.46%+5,25213F-HRTimeline
CarsonAllaria Wealth Management, Ltd.200,021$5.31M2.85%+12,43013F-HRTimeline
VestGen Advisors, LLC197,809$5.25M0.21%+37,94213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP195,573$5.19M0.01%+57,78613F-HRTimelineGroup
Hedeker Wealth, LLC184,695$4.9M1.14%+2,05713F-HRTimeline
Mariner, LLCin group Mariner, LLC181,319$4.81M0.01%+36,84413F-HRTimelineGroup
PFG Advisors179,310$4.76M0.22%+54,54913F-HRTimeline
Legacy Capital Group California, Inc.171,676$4.56M1.26%-5,67313F-HRTimeline
Parallel Advisors, LLC171,092$4.54M0.09%-11,09013F-HRTimeline
SHARPEPOINT LLC164,577$4.37M4.5%+75,40313F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC158,248$4.2M2.05%-8,30713F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …150,190$3.99M0.55%+22,44913F-HRTimeline
PKS Advisory Services, LLC147,277$3.91M0.99%+22,60513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC143,895$3.82M0.29%+39,04313F-HRTimeline
IAG Wealth Partners, LLC139,770$3.71M0.49%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.137,887$3.66M0.03%+119,75713F-HRTimelineGroup
StoneCrest Wealth Management, Inc.136,701$3.63M1.73%+33,06313F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC136,523$3.62M1.26%+10,74813F-HRTimeline
Oregon Pacific Wealth Management, LLC135,340$3.59M3.4%-3,49913F-HRTimeline
LifeGoal Investments, LLC134,601$3.57M3.39%+33,66213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP132,856$3.53M<0.01%+124,03913F-HR/ATimelineGroup
Walkner Condon Financial Advisors LLC131,485$3.49M0.64%+18,55013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…129,049$3.43M0.08%-177,06113F-HRTimelineGroup
Prasad Wealth Partners, LLC127,915$3.39M0.99%-50813F-HRTimeline
HARBOUR INVESTMENTS, INC.126,858$3.37M0.09%-3,96313F-HRTimeline
CIBC WORLD MARKET INC.125,894$3.34M0.01%+12,95913F-HRTimeline
D.B. Root & Company, LLC125,860$3.34M0.99%+118,09813F-HRTimeline
SMITH, MOORE & CO.116,974$3.1M0.26%+5,37513F-HRTimeline
Proficio Capital Partners LLC114,820$3.05M0.19%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding111,547$2.96M+53,597Timeline
Sheridan Capital Management, LLC107,948$2.86M1.98%+31,94413F-HRTimeline
WNY Asset Management, LLC107,036$2.84M0.31%+8,92013F-HRTimeline
Centennial Wealth Advisory LLC102,886$2.73M0.87%new13F-HRTimeline
Williams & Novak Wealth Management, LLC101,892$2.7M2.3%+47,43813F-HRTimeline
Rollins Financial Advisors, LLC100,904$2.68M0.43%+32,04413F-HRTimeline
Astoria Portfolio Advisors LLC.100,390$2.65M0.74%+9,88213F-HRTimeline
Sprinkle Financial Consultants LLC98,585$2.62M1.6%+17,10113F-HRTimeline
Investment Partners Asset Management, I…98,364$2.61M1.82%+20,42413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …98,301$2.61M0.06%+63,87413F-HRTimelineGroup
Menard Financial Group LLC94,161$2.5M1.48%-1,32413F-HRTimeline
Mayfair Advisory Group, LLC93,179$2.47M1.16%+41,23213F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.91,905$2.44M2.02%+43,81313F-HRTimeline
Pinnacle Financial Group, LLC / IL90,936$2.41M0.81%+13,19613F-HRTimeline
D.A. DAVIDSON & CO.89,847$2.38M0.02%+4,77013F-HRTimeline
Centerpoint Advisory Group88,858$2.36M2.05%+8,14513F-HRTimeline
Intelligence Driven Advisers, LLC87,835$2.33M0.35%+62,66413F-HRTimeline
Elequin Capital, LP87,532$2.32M0.32%new13F-HRTimeline
USAdvisors Wealth Management, LLC86,780$2.3M0.86%+9,35513F-HRTimeline