# PIMCO ETF TR (PYLD)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PYLD/

- Reporting holders: 40
- Reported value: $205.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $36.3M | 1,428,056 | 2.7% | 8 |
| [ECLECTIC ASSOCIATES INC /ADV](https://holderbook.com/funds/743482-eclectic-associates-inc-adv/) | $24.6M | 967,872 | 2.7% | 12 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $13.0M | 512,052 | 1.5% | 10 |
| [Stokes Capital Advisors, LLC](https://holderbook.com/funds/1734460-stokes-capital-advisors-llc/) | $12.7M | 501,361 | 2.8% | 5 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $11.4M | 447,773 | 0.1% | 9 |
| [S.E.E.D. Planning Group LLC](https://holderbook.com/funds/1765515-s-e-e-d-planning-group-llc/) | $10.5M | 412,269 | 2.6% | 2 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $10.3M | 408,457 | 3.0% | 8 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $9.1M | 358,989 | 1.8% | 5 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $8.2M | 321,756 | 0.9% | 4 |
| [LifeGoal Investments, LLC](https://holderbook.com/funds/2054684-lifegoal-investments-llc/) | $7.1M | 281,606 | 2.2% | 8 |
| [Williams & Novak Wealth Management, LLC](https://holderbook.com/funds/1998419-williams-novak-wealth-management-llc/) | $6.8M | 267,126 | 4.0% | 10 |
| [Overbrook Management Corp](https://holderbook.com/funds/1269786-overbrook-management-corp/) | $5.8M | 226,546 | 0.9% | 2 |
| [Intelligence Driven Advisers, LLC](https://holderbook.com/funds/1819955-intelligence-driven-advisers-llc/) | $5.1M | 202,370 | 0.9% | 9 |
| [Sprinkle Financial Consultants LLC](https://holderbook.com/funds/2011593-sprinkle-financial-consultants-llc/) | $4.4M | 175,107 | 1.7% | 11 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $4.1M | 162,229 | 0.5% | 4 |
| [Investment Partners Asset Management, Inc.](https://holderbook.com/funds/1384416-investment-partners-asset-management-inc/) | $4.1M | 160,302 | 2.2% | 8 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $3.6M | 143,584 | 0.4% | 5 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $3.4M | 132,664 | 1.5% | 7 |
| [Taylor & Morgan Wealth Management, LLC](https://holderbook.com/funds/1844266-taylor-morgan-wealth-management-llc/) | $3.3M | 131,898 | 1.6% | 8 |
| [PUFF WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2052736-puff-wealth-management-llc/) | $3.2M | 124,819 | 3.0% | 3 |
| [Wisconsin Wealth Advisors, LLC](https://holderbook.com/funds/2073891-wisconsin-wealth-advisors-llc/) | $2.9M | 115,714 | 2.5% | 7 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $2.6M | 100,695 | 1.1% | 4 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $2.2M | 86,809 | 0.6% | 3 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $1.7M | 68,523 | 0.1% | 4 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $1.3M | 52,777 | 0.1% | 13 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 40 | $205.7M |
| Q2 2026 | 696 | $13.5B |
| Q1 2026 | 645 | $10.3B |
| Q4 2025 | 576 | $8.3B |
| Q3 2025 | 477 | $6.6B |
| Q2 2025 | 423 | $4.8B |
| Q1 2025 | 383 | $3.7B |
| Q4 2024 | 312 | $2.3B |
| Q3 2024 | 222 | $1.3B |
| Q2 2024 | 162 | $900.2M |
| Q1 2024 | 117 | $473.5M |
| Q4 2023 | 64 | $225.5M |