PYLD Institutional Ownership
PIMCO Multisector Bond Active Exchange-Traded Fund
1W: -0.7%
1M: -2.9%
3M: -4.5%
YTD: -4.7%
1Y: -4.4%
3Y: +18.7%
$25.22
-0.05 (-0.20%)
Weekly Expected Move ±0.7%
$25
$25
$25
$25
$26
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PYLD
730
Institutional Holders
+61 vs prior quarter
0.0%
Ownership
+0.00pp
13B
Total Invested
89
New Positions
444
Increased
157
Reduced
38
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (752 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 25,058,752 | $632M | +1,970,786 | +8.5% | 8Q | SEC ↗ |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 23,403,799 | $590M | +8,390,698 | +55.9% | 2Q | SEC ↗ |
| 3 | Sixth Street Partners Management Compa NEW | 23,403,799 | $590M | — | +0.0% | 1Q | SEC ↗ |
| 4 | MORGAN STANLEY | 23,231,202 | $586M | +2,230,152 | +10.6% | 10Q | SEC ↗ |
| 5 | LPL Financial LLC | 21,366,025 | $539M | +3,357,785 | +18.6% | 11Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 13,551,778 | $342M | +1,570,862 | +13.1% | 11Q | SEC ↗ |
| 7 | Sequoia Financial Advisors, LLC | 12,401,335 | $313M | +1,406,458 | +12.8% | 9Q | SEC ↗ |
| 8 | HighTower Advisors, LLC | 11,494,387 | $290M | +717,641 | +6.7% | 13Q | SEC ↗ |
| 9 | WELLS FARGO & COMPANY/MN | 9,859,536 | $249M | +2,957,222 | +42.8% | 10Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 7,947,837 | $200M | +1,046,885 | +15.2% | 7Q | SEC ↗ |
| 11 | Advance Capital Management, Inc. | 7,572,736 | $191M | +462,839 | +6.5% | 6Q | SEC ↗ |
| 12 | AE Wealth Management LLC | 7,451,681 | $188M | -493,728 | -6.2% | 11Q | SEC ↗ |
| 13 | Pure Financial Advisors, LLC NEW | 7,290,629 | $184M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Retirement Planning Group, LLC | 7,173,455 | $181M | +709,528 | +11.0% | 9Q | SEC ↗ |
| 15 | NewEdge Advisors, LLC | 6,448,357 | $163M | +839,295 | +15.0% | 12Q | SEC ↗ |
| 16 | UBS Group AG | 5,611,008 | $142M | +881,617 | +18.6% | 9Q | SEC ↗ |
| 17 | WCG Wealth Advisors LLC | 5,410,406 | $136M | +2,010,159 | +59.1% | 9Q | SEC ↗ |
| 18 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5,161,831 | $130M | +570,462 | +12.4% | 4Q | SEC ↗ |
| 19 | CWM, LLC | 5,004,693 | $126M | +786,686 | +18.7% | 10Q | SEC ↗ |
| 20 | State of New Jersey Common Pension Fun | 4,500,000 | $113M | +2,250,000 | +100.0% | 3Q | SEC ↗ |
| 21 | Waverly Advisors, LLC | 4,417,609 | $111M | +4,404,062 | +32509.5% | 2Q | SEC ↗ |
| 22 | Destination Wealth Management | 4,271,419 | $108M | +1,081,592 | +33.9% | 5Q | SEC ↗ |
| 23 | TruWealth Advisors, LLC | 4,230,096 | $107M | +159,735 | +3.9% | 6Q | SEC ↗ |
| 24 | ROYAL BANK OF CANADA | 4,138,380 | $104M | +1,254,065 | +43.5% | 11Q | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 4,068,193 | $103M | +1,907,921 | +88.3% | 10Q | SEC ↗ |
| 26 | Advocacy Wealth Management, LLC | 4,039,522 | $102M | +116,237 | +3.0% | 8Q | SEC ↗ |
| 27 | Krilogy Financial LLC | 4,024,365 | $101M | +277,434 | +7.4% | 12Q | SEC ↗ |
| 28 | Bluespring Wealth Management, LLC NEW | 3,639,240 | $92M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Confluence Wealth Services, Inc. | 3,595,528 | $91M | +610,259 | +20.4% | 3Q | SEC ↗ |
| 30 | GR FINANCIAL GROUP, LLC | 3,540,053 | $89M | +53,663 | +1.5% | 6Q | SEC ↗ |
| 31 | Stratos Wealth Partners, LTD. | 3,351,391 | $85M | +42,618 | +1.3% | 6Q | SEC ↗ |
| 32 | Horizon Investments, LLC | 3,289,695 | $83M | +143,631 | +4.6% | 9Q | SEC ↗ |
| 33 | Ocean Park Asset Management, LLC NEW | 3,280,700 | $83M | — | +0.0% | 1Q | SEC ↗ |
| 34 | OSAIC HOLDINGS, INC. | 3,176,022 | $80M | +720,940 | +29.4% | 12Q | SEC ↗ |
| 35 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 3,168,820 | $80M | +487,771 | +18.2% | 4Q | SEC ↗ |
| 36 | Corient Private Wealth LP | 2,982,984 | $75M | +1,440,712 | +93.4% | 6Q | SEC ↗ |
| 37 | COMMONWEALTH EQUITY SERVICES, LLC | 2,949,049 | $74M | +366,065 | +14.2% | 10Q | SEC ↗ |
| 38 | Fragasso Financial Advisors Inc | 2,907,277 | $73M | +208,327 | +7.7% | 6Q | SEC ↗ |
| 39 | Summit Financial, LLC | 2,847,673 | $72M | +350,760 | +14.0% | 4Q | SEC ↗ |
| 40 | Modern Wealth Management, LLC | 2,780,125 | $70M | +2,674,042 | +2520.7% | 4Q | SEC ↗ |
| 41 | Cetera Investment Advisers | 2,550,369 | $64M | +601,376 | +30.9% | 5Q | SEC ↗ |
| 42 | Falcon Wealth Planning | 2,529,761 | $64M | +161,121 | +6.8% | 8Q | SEC ↗ |
| 43 | Apollon Wealth Management, LLC | 2,499,439 | $63M | +641,944 | +34.6% | 6Q | SEC ↗ |
| 44 | Family Investment Center, Inc. | 2,392,376 | $60M | +260,240 | +12.2% | 12Q | SEC ↗ |
| 45 | Journey Advisory Group, LLC | 2,392,375 | $60M | +92,292 | +4.0% | 2Q | SEC ↗ |
| 46 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 2,321,549 | $59M | +191,639 | +9.0% | 12Q | SEC ↗ |
| 47 | Cambridge Investment Research Advisors | 2,097,186 | $53M | +190,070 | +10.0% | 13Q | SEC ↗ |
| 48 | CAPTRUST FINANCIAL ADVISORS | 1,895,527 | $48M | +47,180 | +2.6% | 9Q | SEC ↗ |
| 49 | Ellenbecker Investment Group | 1,884,416 | $48M | +171,057 | +10.0% | 7Q | SEC ↗ |
| 50 | STIFEL FINANCIAL CORP | 1,882,771 | $47M | +283,455 | +17.7% | 8Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 23,403,799 | $590M |
| Pure Financial Advisors, LLC | 7,290,629 | $184M |
| Bluespring Wealth Management, LLC | 3,639,240 | $92M |
| Ocean Park Asset Management, LLC | 3,280,700 | $83M |
| Heirloom Wealth Management | 1,214,464 | $31M |
| VANCE WEALTH, LLC | 944,426 | $24M |
| FIDUCIARY FINANCIAL ADVISORS | 607,691 | $15M |
| Copper Harbor Investment Advisors, | 552,734 | $14M |
| Vigilare Wealth Management | 476,258 | $12M |
| S.E.E.D. Planning Group LLC | 412,929 | $10M |
| Alexis Investment Partners, LLC | 362,977 | $9M |
| Sentinel Advisory Group, LLC | 303,561 | $8M |
| J.W. COLE ADVISORS, INC. | 283,760 | $7M |
| BCGM Wealth Management, LLC | 249,054 | $6M |
| KINTRA WEALTH, LLC | 232,941 | $6M |
| Overbrook Management Corp | 219,545 | $6M |
| DENVER WEALTH MANAGEMENT, INC. | 191,761 | $5M |
| Independent Solutions Wealth Manage | 183,119 | $5M |
| RETIREMENT GUYS FORMULA LLC | 167,989 | $4M |
| FAS Wealth Partners, Inc. | 138,434 | $3M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 1,403,081 | $35M |
| CITADEL ADVISORS LLC | 891,493 | $22M |
| Baer Investment Advisory LLC | 809,045 | $20M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 575,345 | $15M |
| Guided Capital Wealth Management, L | 330,214 | $8M |
| OLD MISSION CAPITAL LLC | 300,833 | $8M |
| Talisman Wealth Advisors LLC | 177,864 | $4M |
| WJ Wealth Management, LLC | 153,176 | $4M |
| Ascentis Independent Advisors | 144,350 | $4M |
| SEGALL BRYANT & HAMILL, LLC | 142,017 | $4M |
| MGO ONE SEVEN LLC | 138,716 | $3M |
| KMG FIDUCIARY PARTNERS, LLC | 116,089 | $3M |
| EVOKE WEALTH, LLC | 58,124 | $1M |
| AMERIPRISE FINANCIAL INC | 52,123 | $1M |
| Navis Wealth Advisors, LLC | 50,621 | $1M |
| ALEXANDER LABRUNERIE & CO., INC. | 37,439 | $944K |
| WESBANCO BANK INC | 28,049 | $707K |
| INTEGRITY ALLIANCE, LLC. | 23,702 | $598K |
| FIG FINANCIAL ADVISORY SERVICES INC | 22,930 | $578K |
| AWM CAPITAL, LLC | 20,000 | $504K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +8,390,698 | +55.9% | 23,403,799 |
| Waverly Advisors, LLC | +4,404,062 | +32509.5% | 4,417,609 |
| LPL Financial LLC | +3,357,785 | +18.6% | 21,366,025 |
| WELLS FARGO & COMPANY/MN | +2,957,222 | +42.8% | 9,859,536 |
| Modern Wealth Management, LLC | +2,674,042 | +2520.7% | 2,780,125 |
| State of New Jersey Common Pension | +2,250,000 | +100.0% | 4,500,000 |
| MORGAN STANLEY | +2,230,152 | +10.6% | 23,231,202 |
| WCG Wealth Advisors LLC | +2,010,159 | +59.1% | 5,410,406 |
| BANK OF AMERICA CORP /DE | +1,970,786 | +8.5% | 25,058,752 |
| Bank of New York Mellon Corp | +1,907,921 | +88.3% | 4,068,193 |
| ENVESTNET ASSET MANAGEMENT INC | +1,570,862 | +13.1% | 13,551,778 |
| Corient Private Wealth LP | +1,440,712 | +93.4% | 2,982,984 |
| Sequoia Financial Advisors, LLC | +1,406,458 | +12.8% | 12,401,335 |
| NOVEM GROUP | +1,289,033 | +453.6% | 1,573,225 |
| ROYAL BANK OF CANADA | +1,254,065 | +43.5% | 4,138,380 |
| Destination Wealth Management | +1,081,592 | +33.9% | 4,271,419 |
| RAYMOND JAMES FINANCIAL INC | +1,046,885 | +15.2% | 7,947,837 |
| RFG Advisory, LLC | +895,515 | +144.3% | 1,516,100 |
| UBS Group AG | +881,617 | +18.6% | 5,611,008 |
| NewEdge Advisors, LLC | +839,295 | +15.0% | 6,448,357 |