PIMCO ETF TR (PYLD)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
671
Reporting holders
$12.9B
Reported value
0.0%
Held as options
+47
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $664.6M | 25,058,752 | 0.04% | 8q | +8.5%+$52.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $620.7M | 23,403,799 | 0.08% | 2q | +55.9%+$222.5M |
| Sixth Street Partners Management Company, L.P. | $620.7M | 23,403,799 | 0.08% | new | NEW |
| MORGAN STANLEY | $616.1M | 23,231,202 | 0.03% | 10q | +10.6%+$59.1M |
| LPL Financial LLC | $566.6M | 21,366,025 | 0.13% | 11q | +18.6%+$89.0M |
| ENVESTNET ASSET MANAGEMENT INC | $359.4M | 13,551,778 | 0.08% | 11q | +13.1%+$41.7M |
| Sequoia Financial Advisors, LLC | $328.9M | 12,401,335 | 1.64% | 9q | +12.8%+$37.3M |
| HighTower Advisors, LLC | $304.8M | 11,494,387 | 0.30% | 13q | +6.7%+$19.0M |
| WELLS FARGO & COMPANY/MN | $261.5M | 9,859,536 | 0.04% | 10q | -28.6%-$104.6M |
| RAYMOND JAMES FINANCIAL INC | $210.8M | 7,947,837 | 0.06% | 7q | +15.2%+$27.8M |
| Advance Capital Management, Inc. | $200.8M | 7,572,736 | 6.49% | 6q | +6.5%+$12.3M |
| AE Wealth Management LLC | $197.6M | 7,451,681 | 0.92% | 11q | -6.2%-$13.1M |
| Pure Financial Advisors, LLC | $193.3M | 7,290,629 | 2.46% | new | NEW |
| Retirement Planning Group, LLC | $190.2M | 7,173,455 | 4.83% | 9q | +11.0%+$18.8M |
| NewEdge Advisors, LLC | $171.0M | 6,448,357 | 0.51% | new | NEW |
| UBS Group AG | $148.8M | 5,611,008 | 0.02% | 9q | +18.6%+$23.4M |
| WCG Wealth Advisors LLC | $143.5M | 5,410,406 | 3.40% | 9q | +59.1%+$53.3M |
| Corient Private Wealth LP | $141.8M | 5,346,953 | 0.09% | 6q | +246.7%+$100.9M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $136.7M | 5,161,831 | 0.75% | 4q | +12.4%+$15.1M |
| State of New Jersey Common Pension Fund D | $119.3M | 4,500,000 | 0.41% | 3q | +100.0%+$59.7M |
| Waverly Advisors, LLC | $117.2M | 4,417,609 | 0.68% | 2q | +32509.5%+$116.8M |
| Destination Wealth Management | $113.3M | 4,271,419 | 2.64% | 5q | +33.9%+$28.7M |
| ROYAL BANK OF CANADA | $109.7M | 4,138,380 | 0.02% | 11q | +43.5%+$33.3M |
| Bank of New York Mellon Corp | $107.9M | 4,068,193 | 0.02% | 10q | +88.3%+$50.6M |
| Advocacy Wealth Management, LLC | $107.1M | 4,039,522 | 3.89% | 8q | +3.0%+$3.1M |
| Krilogy Financial LLC | $106.7M | 4,024,365 | 3.16% | 12q | +7.4%+$7.4M |
| Bluespring Wealth Management, LLC | $96.5M | 3,639,240 | 1.86% | new | NEW |
| Confluence Wealth Services, Inc. | $95.4M | 3,595,528 | 2.73% | 3q | +20.4%+$16.2M |
| GR FINANCIAL GROUP, LLC | $93.9M | 3,540,053 | 12.76% | 6q | +1.5%+$1.4M |
| Sunflower Bank, N.A. | $90.3M | 3,404,654 | 10.79% | 3q | +100.3%+$45.2M |
| Stratos Wealth Partners, LTD. | $88.9M | 3,351,391 | 0.89% | 6q | +1.3%+$1.1M |
| Ocean Park Asset Management, LLC | $87.0M | 3,280,700 | 4.19% | new | NEW |
| Horizon Investments, LLC | $86.3M | 3,289,695 | 0.95% | 9q | +4.6%+$3.8M |
| OSAIC HOLDINGS, INC. | $84.2M | 3,176,022 | 0.10% | 12q | +29.4%+$19.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $84.0M | 3,168,820 | 0.04% | 4q | +18.2%+$12.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $78.2M | 2,949,049 | 0.10% | 10q | +14.2%+$9.7M |
| Fragasso Financial Advisors Inc | $77.1M | 2,907,277 | 4.10% | 6q | +7.7%+$5.5M |
| Summit Financial, LLC | $75.5M | 2,847,673 | 0.83% | 4q | +14.0%+$9.3M |
| Modern Wealth Management, LLC | $73.7M | 2,780,125 | 0.88% | 4q | +2520.7%+$70.9M |
| Cetera Investment Advisers | $67.6M | 2,550,369 | 0.06% | 5q | +30.9%+$15.9M |
| Falcon Wealth Planning | $67.1M | 2,529,761 | 4.24% | 8q | +6.8%+$4.3M |
| Apollon Wealth Management, LLC | $66.3M | 2,499,439 | 0.81% | 6q | +34.6%+$17.0M |
| Family Investment Center, Inc. | $63.4M | 2,392,376 | 10.54% | 12q | +12.2%+$6.9M |
| Journey Advisory Group, LLC | $63.4M | 2,392,375 | 4.85% | 2q | +4.0%+$2.4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $61.1M | 2,321,549 | 0.10% | 12q | +9.0%+$5.0M |
| CAPTRUST FINANCIAL ADVISORS | $50.3M | 1,895,527 | 0.08% | 9q | +2.6%+$1.3M |
| Ellenbecker Investment Group | $50.0M | 1,884,416 | 5.81% | 7q | +10.0%+$4.5M |
| STIFEL FINANCIAL CORP | $49.9M | 1,882,771 | 0.04% | 8q | +17.7%+$7.5M |
| RiverFront Investment Group, LLC | $49.7M | 1,874,759 | 0.66% | 5q | HELD |
| Vickerman Investment Advisors, Inc. | $49.0M | 1,847,265 | 9.51% | 7q | +13.0%+$5.6M |
| Ritter Daniher Financial Advisory LLC / DE | $48.1M | 1,813,823 | 7.32% | 8q | +3.7%+$1.7M |
| GeoWealth Management, LLC | $48.0M | 1,809,414 | 1.51% | 10q | +4.3%+$2.0M |
| Stratos Investment Management, LLC | $47.9M | 1,806,183 | 1.73% | 6q | -3.9%-$1.9M |
| Kensington Asset Management, LLC | $46.2M | 1,740,431 | 2.52% | 8q | +3.0%+$1.3M |
| Prime Capital Investment Advisors, LLC | $45.9M | 1,732,584 | 0.45% | 2q | HELD |
| Integrated Wealth Concepts LLC | $45.8M | 1,725,345 | 0.22% | 9q | +16.2%+$6.4M |
| OneDigital Investment Advisors LLC | $45.6M | 1,718,818 | 0.38% | 11q | +9.4%+$3.9M |
| HUB Investment Partners, LLC | $45.1M | 1,700,919 | 0.81% | 11q | +6.5%+$2.8M |
| Waterway Wealth Management, LLC | $43.5M | 1,712,385 | 8.88% | 8q | +4.2%+$1.8M |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $42.9M | 1,616,850 | 5.69% | 3q | +7.3%+$2.9M |
| JONES FINANCIAL COMPANIES LLLP | $42.7M | 1,607,750 | 0.02% | 8q | +40.4%+$12.3M |
| NOVEM GROUP | $41.7M | 1,573,225 | 4.22% | 7q | +453.6%+$34.2M |
| RFG Holdings, Inc. | $41.7M | 1,572,195 | 8.74% | 9q | +7.6%+$2.9M |
| Private Advisor Group, LLC | $41.0M | 1,545,743 | 0.19% | 11q | +2.2%+$882.0K |
| RFG Advisory, LLC | $40.2M | 1,516,100 | 0.63% | 11q | +144.3%+$23.7M |
| Stonebridge Financial Group, LLC | $39.7M | 1,495,959 | 3.01% | 7q | +4.6%+$1.8M |
| Wall Capital Group, Inc. | $38.1M | 1,437,849 | 31.21% | 3q | +12.7%+$4.3M |
| Annex Advisory Services, LLC | $35.7M | 1,344,720 | 0.61% | 3q | +58.7%+$13.2M |
| Crestmont Private Wealth LLC | $35.4M | 1,336,497 | 9.94% | 9q | +12.2%+$3.8M |
| Sheridan Capital Management, LLC | $35.4M | 1,335,771 | 17.05% | 7q | +2.6%+$903.0K |
| Aprio Wealth Management, LLC | $35.4M | 1,335,187 | 1.75% | 6q | +12.8%+$4.0M |
| Wealth Alliance Advisory Group, LLC | $35.3M | 1,331,309 | 5.11% | 12q | +1.3%+$463.6K |
| D.B. Root & Company, LLC | $35.0M | 1,320,319 | 7.44% | 6q | +8.9%+$2.9M |
| Mutual Advisors, LLC | $34.3M | 1,291,743 | 0.65% | 11q | +6.9%+$2.2M |
| Cardinal Point Capital Management ULC | $33.6M | 1,268,316 | 1.91% | 9q | +7.1%+$2.2M |
| Continuum Advisory, LLC | $32.6M | 1,230,054 | 2.64% | 8q | +4.9%+$1.5M |
| Mariner, LLC | $32.5M | 1,224,956 | 0.03% | 10q | +77.7%+$14.2M |
| Heirloom Wealth Management | $32.2M | 1,214,464 | 4.67% | new | NEW |
| Bridgewealth Advisory Group, LLC | $31.9M | 1,201,920 | 6.02% | 12q | +4.3%+$1.3M |
| CORRECT CAPITAL WEALTH MANAGEMENT | $30.8M | 1,162,951 | 5.32% | 8q | +1.1%+$333.0K |
| D.A. DAVIDSON & CO. | $30.8M | 1,162,002 | 0.17% | 7q | +6.7%+$1.9M |
| Allen Capital Group, LLC | $30.7M | 1,157,019 | 2.50% | 9q | +6.2%+$1.8M |
| Intrua Financial, LLC | $30.5M | 1,150,669 | 2.80% | 9q | +2.9%+$853.4K |
| Berger Financial Group, Inc | $30.3M | 1,143,208 | 1.55% | 10q | -0.8%-$256.8K |
| Visionary Wealth Advisors | $28.7M | 1,082,344 | 1.13% | 8q | -6.9%-$2.1M |
| Pictet North America Advisors SA | $28.0M | 1,054,118 | 2.46% | 10q | -5.5%-$1.6M |
| Drake & Associates, LLC | $27.5M | 1,036,295 | 4.63% | 4q | +6.1%+$1.6M |
| Mason & Associates, LLC | $27.2M | 1,026,348 | 5.66% | 6q | +4.0%+$1.0M |
| Wealthcare Advisory Partners LLC | $27.2M | 1,025,937 | 0.52% | 6q | +4.4%+$1.1M |
| Essex Financial Services, Inc. | $26.5M | 998,121 | 1.32% | 12q | +5.0%+$1.3M |
| EnRich Financial Partners LLC | $25.8M | 973,138 | 6.13% | 11q | +7.8%+$1.9M |
| Sanchez Wealth Management Group | $25.5M | 962,189 | 4.47% | 11q | +3.4%+$846.4K |
| Gemmer Asset Management LLC | $25.4M | 957,658 | 1.71% | 8q | +1.7%+$423.5K |
| Creative Capital Management Investments LLC | $25.3M | 952,568 | 5.83% | 6q | +7.4%+$1.7M |
| VANCE WEALTH, LLC | $25.0M | 944,426 | 5.64% | new | NEW |
| RAINEY & RANDALL WEALTH ADVISORS INC. | $24.9M | 938,524 | 3.56% | 7q | +20.6%+$4.2M |
| Welch Group, LLC | $24.2M | 913,614 | 0.83% | 3q | +20.4%+$4.1M |
| Larson Financial Group LLC | $24.1M | 909,398 | 0.63% | 9q | +20.2%+$4.0M |
| Members Advisory Group LLC | $24.1M | 909,360 | 6.73% | 4q | +16.3%+$3.4M |
| ECLECTIC ASSOCIATES INC /ADV | $24.1M | 908,395 | 2.74% | 11q | +11.1%+$2.4M |
Showing the largest 100 of 692 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 671 | $12.9B | 487,144,797 | 75 | 407 | 115 | 0.0% |
| Q1 2026 | 624 | $10.2B | 388,562,607 | 90 | 397 | 95 | 0.0% |
| Q4 2025 | 556 | $8.0B | 300,499,944 | 89 | 327 | 79 | 0.0% |
| Q3 2025 | 461 | $6.4B | 237,035,120 | 80 | 283 | 68 | 0.0% |
| Q2 2025 | 403 | $4.6B | 173,636,190 | 56 | 246 | 70 | 0.0% |
| Q1 2025 | 368 | $3.6B | 135,935,925 | 90 | 208 | 52 | 0.0% |
| Q4 2024 | 297 | $2.2B | 86,100,118 | 67 | 162 | 29 | 0.0% |
| Q3 2024 | 206 | $1.3B | 48,408,858 | 64 | 103 | 26 | 0.0% |
| Q2 2024 | 149 | $832.2M | 32,451,440 | 51 | 75 | 14 | 0.0% |
| Q1 2024 | 106 | $437.9M | 17,007,006 | 57 | 36 | 11 | 0.0% |
| Q4 2023 | 57 | $214.0M | 8,340,955 | 32 | 18 | 4 | 0.0% |
| Q3 2023 | 24 | $42.5M | 1,741,497 | 20 | 1 | 2 | 0.0% |
| Q2 2023 | 6 | $12.3M | 490,647 | 6 | 0 | 0 | 0.0% |