PIMCO MULTISECTOR BOND ACTV PYLD
$26.39
+0.2% 52w: $24.68 – $26.45
Latest 13F among current holders filed 3 days ago (Jul 2, 2026)
Price — last 12 months
research preview data24.6825.5626.45
Jun 20, 2025 Jul 2, 2026
Institutional holders
641
+68 QoQ
13F value
$10.27B
+24.5% QoQ
Smart-money holders
7
signal tier ≥ 2
New smart buyers
2
Q1 2026
Institutional value by quarter
Number of holders
Who owns PYLD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 23.1M | $604.9M | 0.0% | +26.9% |
| MORGAN STANLEY | Bank broker | 21.0M | $550.2M | 0.0% | +22.7% |
| LPL Financial LLC | Bank broker | 18.0M | $471.8M | 0.1% | +23.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 15.0M | $393.3M | 0.1% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 12.0M | $313.9M | 0.1% | +106.7% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 11.0M | $288.1M | 1.6% | +16.2% |
| HighTower Advisors, LLC | Diversified mechanical | 10.8M | $282.4M | 0.3% | +16.3% |
| AE Wealth Management LLC | Wealth advisor | 7.9M | $208.2M | 1.1% | +22.6% |
| Advance Capital Management, Inc. | Wealth advisor | 7.1M | $186.3M | 7.1% | +44.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 6.9M | $180.8M | 0.0% | +55.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 6.9M | $180.8M | 0.1% | +24.4% |
| Retirement Planning Group, LLC | Wealth advisor | 6.5M | $169.4M | 5.2% | +12.1% |
| NewEdge Advisors, LLC | Diversified mechanical | 5.6M | $147.0M | 0.5% | +7.6% |
| CWM, LLC | Wealth advisor | 5.0M | $131.1M | 0.3% | +18.7% |
| UBS Group AG | Bank broker | 4.7M | $123.9M | 0.0% | +37.2% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 4.6M | $120.5M | 0.7% | +68.8% |
| TruWealth Advisors, LLC | Wealth advisor | 4.2M | $110.8M | 5.3% | +3.9% |
| Advocacy Wealth Management, LLC | Wealth advisor | 3.9M | $102.8M | 4.5% | +9.3% |
| Krilogy Financial LLC | Wealth advisor | 3.7M | $99.4M | 3.2% | +6.0% |
| GR FINANCIAL GROUP, LLC | Wealth advisor | 3.5M | $91.3M | 30.3% | +0.8% |
| WCG Wealth Advisors LLC | Wealth advisor | 3.4M | $89.1M | 2.5% | -2.5% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 3.3M | $86.7M | 1.0% | +1968.4% |
| Destination Wealth Management | Wealth advisor | 3.2M | $83.6M | 2.2% | +5.4% |
| Horizon Investments, LLC | Diversified mechanical | 3.1M | $81.7M | 0.9% | +34.1% |
| JANE STREET GROUP, LLC | Market maker | 3.0M | $78.8M | 0.1% | New |
| Confluence Wealth Services, Inc. | Wealth advisor | 3.0M | $78.2M | 3.0% | +26.6% |
| ROYAL BANK OF CANADA | Bank broker | 2.9M | $75.6M | 0.0% | +25.9% |
| Fragasso Financial Advisors Inc | Wealth advisor | 2.7M | $70.8M | 4.3% | +5.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 2.7M | $70.2M | 0.0% | +43.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 2.6M | $67.7M | 0.1% | -19.0% |
| Summit Financial, LLC | Wealth advisor | 2.5M | $65.4M | 0.8% | +4.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 2.5M | $64.3M | 0.1% | +30.1% |
| Falcon Wealth Planning | Wealth advisor | 2.4M | $62.1M | 4.2% | +12.3% |
| Journey Advisory Group, LLC | Wealth advisor | 2.3M | $60.3M | 5.2% | New |
| State of New Jersey Common Pension Fund D | Diversified mechanical | 2.3M | $59.0M | 0.2% | +50.0% |
| Bank of New York Mellon Corp | Diversified mechanical | 2.2M | $56.6M | 0.0% | +2.7% |
| Family Investment Center, Inc. | Wealth advisor | 2.1M | $55.9M | 10.8% | +6.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 2.1M | $55.8M | 0.1% | -33.5% |
| Cetera Investment Advisers | Wealth advisor | 1.9M | $51.1M | 0.1% | +122.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 1.9M | $50.0M | 0.1% | +85.0% |
| Stratos Investment Management, LLC | Wealth advisor | 1.9M | $49.2M | 2.0% | +11.5% |
| RiverFront Investment Group, LLC | Wealth advisor | 1.9M | $49.0M | 0.8% | +1.1% |
| Apollon Wealth Management, LLC | Diversified mechanical | 1.9M | $48.7M | 0.8% | +5.2% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 1.8M | $48.4M | 0.1% | -6.9% |
| Ritter Daniher Financial Advisory LLC / DE | Wealth advisor | 1.7M | $45.8M | 7.8% | +5.5% |
| GeoWealth Management, LLC | Wealth advisor | 1.7M | $45.4M | 1.6% | +4.7% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 1.7M | $45.2M | 0.5% | New |
| Ellenbecker Investment Group | Wealth advisor | 1.7M | $44.9M | 6.0% | +7.6% |
| Sunflower Bank, N.A. | Wealth advisor | 1.7M | $44.5M | 11.3% | +5.0% |
| Kensington Asset Management, LLC | Wealth advisor | 1.7M | $44.3M | 2.4% | +14.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.