Skip to content
Disclosery

PYLD PIMCO ETF TR

Follow

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/18,191,468$485M0.04%+2,618,02113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY17,115,719$457M0.03%+4,308,63213F-HR/ATimelineGroup
LPL Financial LLC14,584,034$389M0.11%+3,727,89813F-HRTimeline
Sequoia Financial Advisors, LLC9,459,806$252M1.41%+1,831,95913F-HRTimeline
HighTower Advisors, LLC9,267,689$247M0.27%+751,42613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,564,707$175M-1,525,636Timeline
AE Wealth Management LLC6,479,219$173M0.99%+1,716,50313F-HRTimeline
Retirement Planning Group, LLC5,768,470$154M5.06%+466,52013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,545,900$148M0.05%+1,799,68213F-HRTimelineGroup
NewEdge Advisors, LLC5,214,505$139M0.5%+544,80613F-HRTimeline
Advance Capital Management, Inc.4,914,022$131M5.56%+1,307,65413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,447,879$119M0.02%+2,058,28713F-HRTimelineGroup
CWM, LLCin group CWM, LLC4,218,007$113M0.3%+1,129,72413F-HRTimelineGroup
TruWealth Advisors, LLC4,070,361$109M5.31%+214,40013F-HRTimeline
Advocacy Wealth Management, LLC3,589,907$95.8M4.01%+289,51713F-HRTimeline
Krilogy Financial LLC3,534,586$94.9M3.23%+257,91613F-HRTimeline
WCG Wealth Advisors LLC3,486,174$93M2.61%+2,382,88013F-HRTimeline
GR FINANCIAL GROUP, LLC3,459,393$92.3M20.74%+65,71813F-HRTimeline
UBS Group AGgroup of 2 filers holding3,446,286$91.9M+1,303,130Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,200,786$85.7M0.12%+2,474,70613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,187,018$85M0.11%+241,97413F-HRTimeline
Destination Wealth Management3,026,139$80.7M2.11%+209,43213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,719,807$72.6M0.44%+678,23913F-HRTimelineGroup
Fragasso Financial Advisors Inc2,547,521$68M4.12%+77,86413F-HRTimeline
Summit Financial, LLC2,382,094$63.9M0.94%+215,75713F-HRTimeline
Confluence Wealth Services, Inc.2,358,317$62.9M2.61%new13F-HRTimeline
Horizon Investments, LLC2,345,898$62.6M0.79%+57,96113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,291,412$61.1M0.01%+942,84413F-HRTimelineGroup
Horizon Wealth Management, LLC2,219,176$59.2M9.19%+102,35813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding2,217,394$59.2M+241,158Timeline
Falcon Wealth Planning2,109,331$56.3M4.74%+147,71913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,103,204$56.1M0.01%+82,72013F-HRTimelineGroup
Family Investment Center, Inc.2,001,272$53.4M10.78%+133,29013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,986,057$53M0.1%+86,37813F-HRTimeline
Ocean Park Asset Management, LLC1,948,900$52M2.44%+10,10013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding1,909,015$50.9M+70,785Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,886,532$50.3M0.07%+584,21913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,872,451$50M0.03%+1,171,31013F-HR/ATimelineGroup
RiverFront Investment Group, LLC1,850,133$49.4M0.81%+11,74813F-HRTimeline
Proficio Capital Partners LLC1,822,484$48.6M3.41%+177,84813F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,657,511$44.2M7.42%+413,63513F-HRTimeline
GeoWealth Management, LLC1,656,516$44.2M1.63%+100,07713F-HRTimeline
Sunflower Bank, N.A.1,618,877$43.2M10.88%new13F-HRTimeline
Ellenbecker Investment Group1,592,749$42.5M5.95%+120,64013F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…1,500,000$40M0.14%new13F-HRTimelineGroup
Private Advisor Group, LLC1,495,065$39.9M0.19%-153,27613F-HRTimeline
Kensington Asset Management, LLC1,475,964$39.6M2.05%+32,60913F-HRTimeline
HUB Investment Partners, LLC1,439,620$38.4M1.05%+34,63413F-HRTimeline
Waterway Wealth Management, LLC1,470,829$37.4M8.48%+39,44113F-HRTimeline
OneDigital Investment Advisors LLC1,370,816$36.6M0.36%+363,76213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,339,979$35.8M0.03%+116,17213F-HRTimelineGroup
Vigilare Wealth Management1,338,450$35.7M12.01%-14,30713F-HRTimeline
Stonebridge Financial Group, LLC1,219,417$32.5M2.78%+136,90913F-HRTimeline
Wall Capital Group, Inc.1,217,001$32.5M30.92%13F-HRTimeline
Vickerman Investment Advisors, Inc.1,170,518$31.2M6.24%+235,31413F-HRTimeline
Sheridan Capital Management, LLC1,170,467$31.2M15.83%+86,88713F-HRTimeline
RFG Holdings, Inc.1,169,134$31.2M7.82%+44,26213F-HRTimeline
D.B. Root & Company, LLC1,155,534$30.8M7.52%+133,12713F-HRTimeline
Wealth Alliance Advisory Group, LLC1,145,913$30.6M5.23%+102,06913F-HRTimeline
Crestmont Private Wealth LLC1,139,651$30.4M9.88%+15,36113F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…1,136,102$30.3M4.47%new13F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT1,131,076$30.2M5.68%+67,17913F-HRTimeline
Visionary Wealth Advisors1,103,129$29.4M1.33%+33,29613F-HRTimeline
Cardinal Point Capital Management ULC1,074,809$28.8M1.88%+77,63413F-HRTimeline
Aprio Wealth Management, LLC1,071,903$28.6M1.64%+67,56713F-HRTimeline
Continuum Advisory, LLC1,071,146$28.6M2.86%+144,91113F-HRTimeline
Berger Financial Group, Inc1,062,583$28.3M1.64%+35,39813F-HRTimeline
Janney Montgomery Scott LLC1,056,937$28.2M0.06%+170,03213F-HRTimeline
Bridgewealth Advisory Group, LLC1,049,826$28M6.18%+152,79513F-HRTimeline
Cambridge Investment Research Advisors,…1,030,793$27.5M0.07%+321,42413F-HRTimeline
Integrated Wealth Concepts LLC1,023,498$27.3M0.32%-252,14213F-HRTimeline
NOVEM GROUP1,010,085$26.9M3.12%-222,95413F-HRTimeline
D.A. DAVIDSON & CO.990,605$26.4M0.16%+632,67513F-HRTimeline
Mason & Associates, LLC963,823$25.7M5.85%+157,82513F-HRTimeline
Intrua Financial, LLC948,671$25.3M2.78%+70,49313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP935,920$25M0.03%+632,43313F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC914,233$24.4M0.03%+482,13113F-HRTimelineGroup
Orion Porfolio Solutions, LLC908,726$24.2M0.18%-20,78913F-HRTimeline
Sanchez Wealth Management Group900,599$24M5.14%-16,82513F-HRTimeline
EnRich Financial Partners LLC891,031$23.8M6.48%+43,56413F-HRTimeline
Drake & Associates, LLC888,004$23.7M4.72%+70,93013F-HRTimeline
Cetera Investment Advisers876,857$23.4M0.03%+863,47513F-HRTimeline
Gemmer Asset Management LLC873,115$23.3M1.8%+39,83213F-HRTimeline
Farther Finance Advisors, LLC853,803$22.8M0.24%+645,76913F-HRTimeline
First Heartland Consultants, Inc.844,578$22.5M1.71%+101,92513F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding838,661$22.4M+187,400Timeline
Pictet North America Advisors SA834,053$22.3M2.11%-250,78113F-HRTimeline
Trajan Wealth LLC829,193$22.1M0.92%+3,40013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…827,521$22.1M0.04%+816,73313F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …800,980$21.4M0.42%+70,59013F-HRTimelineGroup
Creative Capital Management Investments…795,496$21.2M6.4%+77,53513F-HRTimeline
Schwallier Wealth Management LLC784,081$21.1M13.45%+3,50913F-HRTimeline
Alliance Private Wealth, LLC780,319$20.9M7.26%13F-HRTimeline
MinichMacGregor Wealth Management, LLC776,394$20.7M3.75%+57,09513F-HRTimeline
Legacy Financial Advisors, Inc.767,274$20.5M2.83%+58,00713F-HRTimeline
Members Advisory Group LLC757,167$20.2M7.62%+707,45613F-HRTimeline
Great Point Wealth Advisors, LLC755,160$20.1M3.68%+129,02113F-HRTimeline
Symphony Financial Services, Inc.754,685$20.1M10.32%+164,67613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding736,050$19.6M+404,725Timeline
Welch Group, LLC735,021$19.6M0.76%new13F-HRTimeline
Hutchens & Kramer Investment Management…713,231$19M6.57%+133,58013F-HRTimeline
Allen Capital Group, LLC707,580$18.9M1.74%+60,90513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC706,014$18.8M1.11%+199,87413F-HRTimeline
FIRST AMERICAN TRUST, FSB694,364$18.5M1.27%+63,75213F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV691,204$18.4M2.88%+164,33213F-HRTimeline
DAHRING | CUSMANO LLC681,755$18.2M12.65%+36,08013F-HRTimeline
Family Manage LLC676,691$18.1M2.28%+274,43913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP670,614$17.9M0.01%+319,72913F-HRTimelineGroup
RAINEY & RANDALL WEALTH ADVISORS INC.670,221$17.9M2.92%+118,84813F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC658,650$17.6M0.07%+161,07213F-HRTimelineGroup
Pinnacle Wealth Management, LLC656,093$17.5M11.79%+10,43613F-HRTimeline
IHT Wealth Management, LLC652,406$17.4M0.42%+317,18913F-HRTimeline
Sanctuary Advisors, LLC650,264$17.3M0.09%+88,14413F-HRTimeline
Larson Financial Group LLC641,247$17.1M0.57%+84,96213F-HRTimeline
Bare Financial Services, Inc618,067$16.5M4.59%+78,70313F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC607,470$16.3M5.39%+40,62113F-HRTimeline
Pasadena Private Wealth, LLC609,331$16.3M2.22%+20,01713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC605,504$16.2M0.36%+199,11613F-HRTimeline
EQ WEALTH ADVISORS, LLC595,871$15.9M9.39%+77,75013F-HRTimeline
Mutual Advisors, LLC594,973$15.9M0.34%+92,38613F-HRTimeline
SMITH, MOORE & CO.578,041$15.4M1.17%+27,08913F-HRTimeline
Financial Futures Ltd Liability Co.574,766$15.3M7.11%+44,54213F-HRTimeline
Beta Wealth Group, Inc.574,233$15.3M6.16%-19,95513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management570,118$15.2M0.17%+111,04413F-HRTimelineGroup
Beacon Capital Management, Inc.564,001$15M0.81%-243,33113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC559,013$14.9M0.36%+96,81313F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC558,979$14.9M1.88%+72,17813F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC551,660$14.7M7.99%+58,24113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV548,411$14.6M0.92%+21,12913F-HRTimeline
MAI Capital Management537,731$14.3M0.08%+72,82013F-HRTimeline
Gateway Wealth Partners, LLC514,984$13.7M1.53%+62,07213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC512,736$13.7M0.44%+98,52013F-HRTimeline
ABLE Financial Group, LLC510,088$13.6M2.76%+29,05613F-HRTimeline
Stokes Capital Advisors, LLC508,853$13.6M3.1%+99,07213F-HRTimeline
Kelman-Lazarov, Inc.503,900$13.4M1.92%+8,86513F-HRTimeline
Kingsview Wealth Management, LLC492,210$13.1M0.19%-1,42213F-HRTimeline
CLG LLC485,012$12.9M3.22%+100,25013F-HRTimeline
Astoria Portfolio Advisors LLC.478,576$12.9M2.93%+388,83113F-HRTimeline
Base Wealth Management LLC478,568$12.8M6.87%+53,81813F-HRTimeline
BIP Wealth, LLC471,224$12.6M0.44%new13F-HRTimeline
DAVENPORT & Co LLC457,438$12.2M0.07%+27,22713F-HRTimeline
LHM, INC.454,493$12.1M4.51%-150,69613F-HRTimeline
ERn Financial, LLC438,407$11.7M2.2%+40,21213F-HRTimeline
Mueller Wealth, LLC436,796$11.7M9.65%13F-HRTimeline
Wilkerson Advisory Group LLC433,037$11.6M4.07%13F-HRTimeline
Precision Wealth Strategies, LLC422,423$11.3M3.65%+20,93713F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC418,823$11.2M1.37%+78,42913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC416,426$11.1M0.9%new13F-HRTimelineGroup
MJP ASSOCIATES INC /ADV415,813$11.1M1.39%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC403,403$10.8M0.01%new13F-HRTimelineGroup
HANCOCK WHITNEY CORP399,597$10.7M0.19%-4,26113F-HRTimeline
Breakwater Capital Group398,374$10.6M1.48%+51,86313F-HRTimeline
Selby Wealth Management, LLC395,369$10.5M4.25%13F-HRTimeline
Optimus Capital Advisors, LLC393,808$10.5M6.15%13F-HRTimeline
Avondale Wealth Management388,951$10.4M5.34%+132,00813F-HRTimeline
SOL Capital Management CO385,409$10.3M0.92%+63,91013F-HRTimeline
Grey Ledge Advisors, LLC382,823$10.2M2.31%+91,96413F-HRTimeline
Annex Advisory Services, LLC373,458$9.96M0.19%new13F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC359,103$9.58M3.47%+320,95713F-HRTimeline
Delta Investment Management, LLC355,650$9.49M1.65%+22,15013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC345,505$9.22M1.42%+35,57813F-HRTimeline
Johnson & White Wealth Management, LLC344,195$9.18M4%+90,17113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…343,780$9.17M0.34%-22613F-HRTimelineGroup
Bleakley Financial Group, LLC343,677$9.17M0.16%+39,36813F-HRTimeline
Dakota Wealth Management335,609$8.95M0.16%new13F-HR/ATimeline
WESPAC Advisors SoCal, LLC334,449$8.92M1.8%+10,63313F-HRTimeline
Guided Capital Wealth Management, LLC330,214$8.81M6.17%+60,37513F-HRTimeline
Wayfinding Financial, LLC328,636$8.81M3.73%new13F-HRTimeline
Brookwood Investment Group LLC329,796$8.8M1.06%-207,25513F-HRTimeline
Hopwood Nicholas Hunter328,832$8.77M2.85%13F-HRTimeline
RFG Advisory, LLC328,215$8.76M0.16%+68,74213F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC324,194$8.65M3.09%-3,83413F-HRTimeline
XML Financial, LLC320,240$8.54M0.7%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC311,525$8.31M0.4%+7,95113F-HRTimeline
MBL Wealth, LLC302,271$8.06M0.65%+18,96113F-HRTimeline
Rollins Financial Advisors, LLC300,913$8.03M1.18%+136,64213F-HRTimeline
LVW Advisors, LLC289,648$7.73M0.78%+6,60313F-HRTimeline
San Luis Wealth Advisors LLC286,622$7.65M1.28%+22,02013F-HRTimeline
J HAGAN CAPITAL, INC.285,395$7.61M4.21%new13F-HRTimeline
Quadcap Wealth Management, LLC283,899$7.57M0.87%+13,53113F-HRTimeline
Merit Financial Group, LLC283,470$7.56M0.06%+236,79513F-HRTimeline
Atria Investments, Inc278,675$7.44M0.08%+36,26413F-HRTimeline
Richard W. Paul & Associates, LLC277,680$7.41M2.46%+59,72513F-HRTimeline
Fiduciary Alliance LLC272,077$7.26M0.47%+33,68113F-HRTimeline
PAX Financial Group, LLC271,010$7.23M1.25%+34,11513F-HRTimeline
Security Financial Services, INC.270,630$7.22M1.13%-160,88813F-HRTimeline
Great Diamond Partners, LLC256,220$6.84M1.32%+12,93013F-HRTimeline
Clearstead Advisors, LLC253,225$6.76M0.09%+10,36913F-HRTimeline
O'Connor Financial Group LLC251,063$6.74M2.69%+12,52813F-HRTimeline
PFG Advisors252,538$6.74M0.33%+44,71613F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …249,261$6.65M0.87%+49,10313F-HRTimeline
Argo Wealth Advisory, LLC247,249$6.6M3.95%13F-HRTimeline
ODonnell Financial Services, LLC243,311$6.49M2.22%new13F-HRTimeline
Coastal Bridge Advisors, LLC242,859$6.48M0.48%+28,41913F-HRTimeline
Composition Wealth, LLC241,273$6.44M0.09%-13,69513F-HRTimeline
CarsonAllaria Wealth Management, Ltd.240,300$6.41M3.18%+21,66913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP237,286$6.33M0.01%+20,71213F-HRTimelineGroup
Integrity Investment Advisors, LLC236,128$6.3M3.47%new13F-HRTimeline
Econ Financial Services Corp235,953$6.3M3.16%-182,19313F-HRTimeline
J. Mark Nickell & Co.233,651$6.23M5.76%13F-HRTimeline