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Disclosery

PYLD PIMCO ETF TR

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ETF (fund)

Filings received so far for Q3 2026: 40 13F filers report a position in PYLD shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Stonebridge Financial Group, LLC1,428,056$36.3M2.67%-67,90313F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV967,872$24.6M2.75%+59,47713F-HRTimeline
Breakwater Capital Group512,052$13M1.54%+62,49013F-HRTimeline
Stokes Capital Advisors, LLC501,361$12.7M2.79%-195,29413F-HRTimeline
Farther Finance Advisors, LLC447,773$11.4M0.08%-29,74213F-HRTimeline
S.E.E.D. Planning Group LLC412,269$10.5M2.56%-66013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC408,457$10.3M2.97%+10,10813F-HRTimeline
Weaver Consulting Group358,989$9.11M1.77%+86,44213F-HRTimeline
Wealth Enhancement Trust Services, Inc.321,756$8.17M0.87%+145,08713F-HRTimeline
LifeGoal Investments, LLC281,606$7.15M2.18%+13,73913F-HRTimeline
Williams & Novak Wealth Management, LLC267,126$6.78M4.07%+25,14113F-HRTimeline
Overbrook Management Corp226,546$5.75M0.89%+7,00113F-HRTimeline
Intelligence Driven Advisers, LLC202,370$5.14M0.89%+59,16113F-HRTimeline
Sprinkle Financial Consultants LLC175,107$4.45M1.74%+47,99413F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC162,229$4.12M0.47%+18,63113F-HRTimeline
Investment Partners Asset Management, I…160,302$4.07M2.21%+4,24513F-HRTimeline
Capital Advisors Wealth Management, LLC143,584$3.65M0.41%+75,01213F-HRTimeline
Noble Wealth Management PBC132,664$3.37M1.55%-9,57113F-HRTimeline
Taylor & Morgan Wealth Management, LLC131,898$3.35M1.61%+20,95613F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC124,819$3.17M2.99%+16,49613F-HRTimeline
Wisconsin Wealth Advisors, LLC115,714$2.94M2.47%+5,44213F-HRTimeline
First Citizens Financial Corp100,695$2.56M1.07%+6,28513F-HRTimeline
Worth Asset Management, LLC86,809$2.2M0.64%+18,02813F-HRTimeline
Everhart Financial Group, Inc.68,523$1.74M0.11%+37,68713F-HRTimeline
First Heartland Consultants, Inc.52,777$1.34M0.09%-836,99413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC52,104$1.32M0.09%+5,56613F-HRTimeline
Apella Capital, LLC50,897$1.29M0.02%-1,56113F-HRTimeline
Ballew Advisors, Inc42,150$1.06M0.53%+31,16413F-HRTimeline
Peterson Wealth Advisors, LLC40,935$1.04M0.12%+5,14413F-HRTimeline
Emergent Wealth Advisors, LLC27,289$693K0.36%+22713F-HRTimeline
DECISION INVESTMENTS, INC22,640$575K0.53%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC19,855$504K0.12%-17513F-HRTimeline
Sound Income Strategies, LLC18,875$479K0.02%-24,10613F-HRTimeline
Nautilus Advisors LLC13,514$343K0.21%-9,15813F-HRTimeline
Oak Grove Capital LLC12,000$305K0.02%+2,50013F-HRTimeline
Planning Strategies Inc.11,948$303K0.18%-1,96313F-HRTimeline
EASTERN BANK2,511$63.8K<0.01%013F-HRTimeline
Olistico Wealth, LLC120$3.05K<0.01%new13F-HRTimeline
Versant Capital Management, Inc42$1.07K<0.01%013F-HRTimeline
GAMMA Investing LLC20$508<0.01%013F-HRTimeline