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Get Institutions for : 
Pimco Multisector Bond Active Etf (PYLD)  
$25.58 0.05 (0.2%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 63    32
Total shares held : 
 8,774,975  
% of shares held : 
 9.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   48  
Amount of shares held : 
 6,039,942  
% of shares held change : 
   6.71%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $24.21  
Last Quarter's Ending Price : 
 $25.67  
Last Quarter's Average Price : 
 $24.67  
Change from last quarter's     
avg. price to the last closing  : 
0.91 (3.69%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
34
 3,413,783
 38.9%
 
Increased Positions :
20
 2,666,121
 30.38%
 
Unchanged Positions :
5
 693,378
 7.9%
 
Decreased Positions :
4
-38,887
-0.44%
 
Closed Positions :
2
-1,075
-0.01%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   HIGHTOWER ADVISORS, LLC 394 - 2024-03-31 1,075,143 $27,679,000 376,317
   Krilogy Financial LLC 11 - 2024-03-31 1,063,930 $27,407,000 170,888
   Berger Financial Group Inc 7 *New 2024-03-31 906,538 $23,352,000 906,538
   Pictet North America Advisors SA 12 *New 2024-03-31 734,485 $18,920,000 734,485
   FIRST HEARTLAND CONSULTANTS INC 7 - 2024-03-31 687,393 $17,707,000 507,522
   Wealth Alliance Advisory Group LLC 5 - 2024-03-31 682,895 $17,591,000 57,585
   EnRich Financial Partners LLC 5 - 2024-03-31 666,344 $17,165,000 41,067
   Sanchez Wealth Management Group 8 - 2024-03-31 665,527 $17,144,000 10,124
   Kelman-Lazarov Inc. 8 - 2024-03-31 655,013 $16,873,000 614,426
   WELLS FARGO & CO/MN 1254 *New 2024-03-31 604,979 $15,584,000 604,979
   Orion Portfolio Solutions LLC 144 *New 2024-03-31 526,196 $13,555,000 526,196
   Bridgewealth Advisory Group LLC 2 - 2024-03-31 523,465 $13,484,000 231,339
   Aveo Capital Partners LLC 16 - 2024-03-31 498,819 $12,675,000 125,738
   LPL FINANCIAL CORP 1243 - 2024-03-31 445,273 $11,470,000 190,461
   Precision Wealth Strategies LLC 2 *New 2024-03-31 427,087 $11,002,000 427,087
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 467 - 2024-03-31 392,239 $10,104,000 192,454
   Fortress Wealth Management Inc. 8 - 2024-03-31 342,211 $8,815,000 32,925
   Astor Investment Management LLC 14 *New 2024-03-31 321,952 $8,293,000 321,952
   ENVESTNET ASSET MANAGEMENT INC 1694 - 2024-03-31 294,728 $7,592,000 270,949
   Goss Wealth Management LLC 278 - 2024-03-31 287,230 $7,399,000 984
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 590 - 2024-03-31 268,514 $6,917,000 113,324
   Family Investment Center Inc. 16 - 2024-03-31 259,026 $6,673,000 36,271
   AE Wealth Management LLC 262 - 2024-03-31 247,958 $6,387,000 142,380
   Financial Futures Ltd Liability Co. 10 *New 2024-03-31 243,365 $6,269,000 243,365
   Strata Wealth Advisors LLC 8 - 2024-03-31 201,682 $5,195,000 -5,029
   ROYAL BANK OF CANADA 1922 - 2024-03-31 188,754 $4,862,000 184,054
   J P MORGAN CHASE & CO 2512 *New 2024-03-31 173,767 $4,476,000 173,767
   Dynasty Wealth Management LLC 46 *New 2024-03-31 173,767 $4,476,000 173,767
   Change Path LLC 124 *New 2024-03-31 160,363 $4,131,000 160,363
   MORGAN STANLEY 3968 *New 2024-03-31 160,302 $4,129,000 160,302
   Simplicity WealthLLC 209 *New 2024-03-31 159,745 $4,115,000 159,745
   Bleakley Financial Group LLC 169 - 2024-03-31 159,745 $4,115,000 45,000
   Cyndeo Wealth Partners LLC 91 *New 2024-03-31 157,865 $4,067,000 157,865
   Beta Wealth Group Inc. 16 - 2024-03-31 156,742 $4,038,000 -329,608
   Delta Investment Management LLC 24 - 2024-03-31 141,161 $3,636,000 109,836
   CarsonAllaria Wealth Management Ltd. 16 - 2024-03-31 118,352 $3,049,000 91,279
   CASTLE WEALTH MANAGEMENT LLC 23 *New 2024-03-31 115,298 $2,970,000 115,298
   Sawtooth Asset Management Inc. 225 - 2023-12-31 114,745 $2,945,000 1,139
   Dynamic Advisors Solutions LLC 265 *New 2024-03-31 101,451 $2,613,000 101,451
   Private Advisor Group LLC 726 - 2024-03-31 93,268 $2,403,000 -35,441
   Menard Financial Group LLC 7 *New 2024-03-31 91,174 $2,349,000 91,174
   GeoWealth Management LLC 161 *New 2024-03-31 87,919 $2,265,000 87,919
   ATRIA INVESTMENTS LLC 625 *New 2024-03-31 83,198 $2,143,000 83,198
   Advisor Group Holdings Inc. 1642 - 2024-03-31 83,092 $2,140,000 67,143
   COMMONWEALTH EQUITY SERVICES LLC. 1757 *New 2024-03-31 79,383 $2,045,000 79,383
   Gallacher Capital Management LLC 17 - 2024-03-31 74,191 $1,911,000 -7,649
   Resources Investment Advisors Inc. 351 - 2024-03-31 72,289 $1,862,000 56,509
   Walkner Condon Financial Advisors LLC 64 - 2024-03-31 71,170 $1,833,000 32,295
   Beacon Financial Advisory LLC 20 *New 2024-03-31 67,509 $1,739,000 67,509
   PAX Financial Group LLC 57 *New 2024-03-31 65,266 $1,681,000 65,266
   ESSEX FINANCIAL SERVICES INC 139 - 2024-03-31 63,190 $1,628,000 22,230
   Parallel Advisors LLC 263 - 2024-03-31 60,598 $1,561,000 -2,281
   Legacy Capital Group California Inc. 36 *New 2024-03-31 59,654 $1,537,000 59,654
   Great Point Wealth Advisors LLC 37 - 2024-03-31 56,053 $1,444,000 -1,561
   HILLTOP HOLDINGS INC. 167 - 2024-03-31 53,629 $1,381,000 1,627
   Richard P Slaughter Associates Inc 78 - 2024-03-31 53,159 $1,369,000 8,953
   TCG Advisory Services LLC 162 - 2024-03-31 52,887 $1,362,000 41,927
   BANQUE PICTET & CIE SA 217 *New 2024-03-31 50,300 $1,296,000 50,300
   Atria Wealth Solutions Inc. 794 - 2024-03-31 50,080 $1,290,000 32,934
   SYNOVUS FINANCIAL CORP 421 - 2024-03-31 45,546 $1,173,000 -14,567
   CIBC WORLD MARKETS INC. 709 *New 2024-03-31 44,567 $1,148,000 44,567
   Hutchens & Kramer Investment Management Group LLC 27 *New 2024-03-31 41,980 $1,072,000 41,980
   OPPENHEIMER & CO INC 725 *New 2024-03-31 41,083 $1,058,000 41,083
   ECLECTIC ASSOCIATES INC /ADV 35 - 2024-03-31 40,524 $1,044,000 -12,536
   Econ Financial Services Corp 57 *New 2024-03-31 39,035 $1,006,000 39,035
   Mutual Advisors LLC 480 - 2024-03-31 37,193 $958,000 23,136
   USAdvisors Wealth Management LLC 69 - 2024-03-31 33,287 $856,000 4,275
   Roger Wittlin Investment Advisory LLC 28 *New 2024-03-31 28,477 $734,000 28,477
   MML INVESTORS SERVICES LLC 1584 - 2024-03-31 28,272 $728,000 64
   Constant Guidance Financial LLC 33 *New 2024-03-31 27,700 $708,000 27,700
   Financial Connections Group Inc. - 2024-03-31 25,943 $669,000 8,160
   Prosperity Wealth Management Inc. 56 - 2024-03-31 24,372 $628,000 2,549
   RMR Wealth Builders 133 - 2024-03-31 24,227 $624,000 7,217
   STAGE HARBOR FINANCIAL LLC 24 - 2024-03-31 24,194 $623,000 -649
   EQIS CAPITAL MANAGEMENT, INC. 384 *New 2024-03-31 23,921 $616,000 23,921
   MARINER WEALTH ADVISORS, LLC 1890 *New 2024-03-31 23,001 $593,000 23,001
   Northwest Capital Management Inc 69 - 2024-03-31 20,704 $533,000 0
   CWM LLC 1098 - 2024-03-31 20,704 $533,000 0
   ERn Financial LLC 134 - 2024-03-31 20,385 $525,000 3,677
   Quotient Wealth Partners LLC 165 *New 2024-03-31 20,191 $520,000 20,191
   Swisher Financial Concepts Inc. 41 - 2024-03-31 18,039 $457,000 1,966
   Elevated Capital Advisors LLC 137 *New 2024-03-31 17,457 $450,000 17,457
   Pasadena Private Wealth LLC 90 - 2024-03-31 15,825 $408,000 2,273
   Pinnacle Wealth Management LLC 41 - 2024-03-31 15,707 $405,000 5,720
   MERCER GLOBAL ADVISORS INC /ADV 1402 *New 2024-03-31 15,624 $402,000 15,624
   Ruggaard & Associates LLC 74 *New 2024-03-31 14,746 $380,000 14,746
   CITADEL ADVISORS LLC 4038 *New 2024-03-31 14,040 $362,000 14,040
   RFG Advisory Group LLC 568 - 2024-03-31 13,836 $356,000 234
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 265 - 2024-03-31 13,403 $345,000 4,144
   HARTLINE INVESTMENT CORP/ 266 *New 2024-03-31 13,403 $345,000 13,403
   U.S. Capital Wealth Advisors LLC 545 - 2024-03-31 12,700 $327,000 -3,400
   MinichMacGregor Wealth Management LLC 82 *New 2024-03-31 12,572 $321,000 12,572
   SCHMIDT P J INVESTMENT MANAGEMENT INC 149 *New 2024-03-31 12,196 $314,000 12,196
   WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV 120 *New 2024-03-31 11,027 $284,000 11,027
   BANK OF NEW YORK MELLON CORP 3737 *New 2024-03-31 9,607 $247,000 9,607
   ADVISORY SERVICES NETWORK, LLC 1242 *New 2024-03-31 9,444 $243,000 9,444
   Sprinkle Financial Consultants LLC 57 *New 2024-03-31 8,971 $231,000 8,971
   DAVENPORT & CO LLC 1010 *New 2024-03-31 8,561 $221,000 8,561
   AXXCESS WEALTH MANAGEMENT LLC 779 *New 2024-03-31 8,560 $221,000 8,560
   Kestra Advisory Services LLC 2191 *New 2024-03-31 8,536 $220,000 8,536
  100 Records found
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