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Get Institutions for : 
Pimco Multisector Bond Active Etf (PYLD)  
$25.41 0.12 (0.47%) as of 4:30 Fri 5/3


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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  : 
0.74 (3%)  




 
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
   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
   CAPTRUST FINANCIAL ADVISORS 241 *New 2023-12-31 762,276 $19,564,000 762,276
   Pictet North America Advisors SA *New 2024-03-31 734,485 $18,920,000 734,485
   HIGHTOWER ADVISORS, LLC 498 - 2023-12-31 698,826 $17,930,000 687,811
   Wealth Alliance Advisory Group LLC 5 - 2024-03-31 682,895 $17,591,000 57,585
   EnRich Financial Partners LLC - 2024-03-31 666,344 $17,165,000 41,067
   Sanchez Wealth Management Group 7 *New 2023-12-31 655,403 $16,821,000 655,403
   Bridgewealth Advisory Group LLC 2 - 2024-03-31 523,465 $13,484,000 231,339
   Beta Wealth Group Inc. 2 *New 2023-12-31 486,350 $12,482,000 486,350
   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
   Aveo Capital Partners LLC 23 - 2023-12-31 373,081 $9,575,000 -18,164
   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
   Goss Wealth Management LLC 265 - 2023-12-31 286,246 $7,316,000 237,568
   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
   LPL FINANCIAL CORP 1510 *New 2023-12-31 254,812 $6,540,000 254,812
   Financial Futures Ltd Liability Co. *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
   FIRST HEARTLAND CONSULTANTS INC 50 - 2023-12-31 179,871 $4,616,000 5,510
   Simplicity WealthLLC 209 *New 2024-03-31 159,745 $4,115,000 159,745
   Cyndeo Wealth Partners LLC 91 *New 2024-03-31 157,865 $4,067,000 157,865
   CASTLE WEALTH MANAGEMENT LLC *New 2024-03-31 115,298 $2,970,000 115,298
   Bleakley Financial Group LLC - 2023-12-31 114,745 $2,945,000 1,139
   Sawtooth Asset Management Inc. 225 - 2023-12-31 114,745 $2,945,000 1,139
   AE Wealth Management LLC 796 *New 2023-12-31 105,578 $2,707,000 105,578
   Dynamic Advisors Solutions LLC 265 *New 2024-03-31 101,451 $2,613,000 101,451
   Private Advisor Group LLC - 2024-03-31 93,268 $2,403,000 -35,441
   Gallacher Capital Management LLC 14 *New 2023-12-31 81,840 $2,100,000 81,840
   COMMONWEALTH EQUITY SERVICES LLC. 1757 *New 2024-03-31 79,383 $2,045,000 79,383
   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
   ESSEX FINANCIAL SERVICES INC 139 - 2024-03-31 63,190 $1,628,000 22,230
   Parallel Advisors LLC 245 *New 2023-12-31 62,879 $1,614,000 62,879
   SYNOVUS FINANCIAL CORP 358 *New 2023-12-31 60,113 $1,543,000 60,113
   Great Point Wealth Advisors LLC - 2023-12-31 57,614 $1,479,000 4,131
   Richard P Slaughter Associates Inc 78 - 2024-03-31 53,159 $1,369,000 8,953
   HILLTOP HOLDINGS INC. 177 - 2023-12-31 52,002 $1,335,000 840
   Hutchens & Kramer Investment Management Group LLC *New 2024-03-31 41,980 $1,072,000 41,980
   ECLECTIC ASSOCIATES INC /ADV 35 - 2024-03-31 40,524 $1,044,000 -12,536
   Kelman-Lazarov Inc. 49 *New 2023-12-31 40,587 $1,042,000 40,587
   Mutual Advisors LLC - 2024-03-31 37,193 $958,000 23,136
   USAdvisors Wealth Management LLC 69 - 2024-03-31 33,287 $856,000 4,275
   Delta Investment Management LLC 69 - 2023-12-31 31,325 $804,000 13,606
   Roger Wittlin Investment Advisory LLC 28 *New 2024-03-31 28,477 $734,000 28,477
   MML INVESTORS SERVICES LLC 1548 *New 2023-12-31 28,208 $724,000 28,208
   Constant Guidance Financial LLC *New 2024-03-31 27,700 $708,000 27,700
   Trademark Financial Management LLC 45 - 2023-12-31 27,185 $698,000 0
   CarsonAllaria Wealth Management Ltd. 28 *New 2023-12-31 27,073 $695,000 27,073
   Financial Connections Group Inc. - 2024-03-31 25,943 $669,000 8,160
   STAGE HARBOR FINANCIAL LLC 22 - 2023-12-31 24,843 $638,000 0
   RMR Wealth Builders 133 - 2024-03-31 24,227 $624,000 7,217
   ENVESTNET ASSET MANAGEMENT INC 3200 *New 2023-12-31 23,779 $610,000 23,779
   Prosperity Wealth Management Inc. 39 *New 2023-12-31 21,823 $560,000 21,823
   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
   JANE STREET GROUP LLC 3951 - 2023-12-31 18,983 $487,000 -18,700
   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
   Atria Wealth Solutions Inc. 1268 *New 2023-12-31 17,146 $440,000 17,146
   U.S. Capital Wealth Advisors LLC 487 - 2023-12-31 16,100 $413,000 -1,300
   Advisor Group Holdings Inc. 3310 - 2023-12-31 15,949 $409,000 15,744
   Pasadena Private Wealth LLC 90 - 2024-03-31 15,825 $408,000 2,273
   Resources Investment Advisors Inc. 797 *New 2023-12-31 15,780 $405,000 15,780
   RFG Advisory Group LLC 568 - 2024-03-31 13,836 $356,000 234
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv - 2024-03-31 13,403 $345,000 4,144
   HARTLINE INVESTMENT CORP/ 266 *New 2024-03-31 13,403 $345,000 13,403
   OLD MISSION CAPITAL LLC 717 *New 2023-12-31 13,272 $341,000 13,272
   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 *New 2024-03-31 11,027 $284,000 11,027
   TCG Advisory Services LLC 318 *New 2023-12-31 10,960 $281,000 10,960
   Pinnacle Wealth Management LLC - 2023-12-31 9,987 $256,000 -723
   BANK OF NEW YORK MELLON CORP 3737 *New 2024-03-31 9,607 $247,000 9,607
   Sprinkle Financial Consultants LLC 57 *New 2024-03-31 8,971 $231,000 8,971
   DAVENPORT & CO LLC *New 2024-03-31 8,561 $221,000 8,561
   SIGNALPOINT ASSET MANAGEMENT, LLC 234 *New 2024-03-31 8,000 $206,000 8,000
   Sigma Planning Corp *New 2024-03-31 7,817 $201,000 7,817
   ROYAL BANK OF CANADA 4827 *New 2023-12-31 4,700 $121,000 4,700
   Financial Synergies Wealth Advisors Inc. 95 *New 2024-03-31 4,296 $111,000 4,296
   Future Financial Wealth Managment LLC 164 *New 2024-03-31 4,187 $108,000 4,187
   PARKSIDE FINANCIAL BANK & TRUST - 2024-03-31 3,710 $96,000 -76
   GPS Wealth Strategies Group LLC *New 2024-03-31 2,317 $60,000 2,317
   ALLIANZ ASSET MANAGEMENT AG 1584 - 2023-12-31 472 $12,000 39
   Aspire Private Capital LLC 551 *New 2024-03-31 123 $3,000 123
   Nalls Sherbakoff Group LLC 354 - 2023-12-31 71 $2,000 1
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   UBS Group AG 7882 *Closed 2023-12-31 0 $0 -66
   Element Wealth LLC 258 *Closed 2023-12-31 0 $0 -1,009
   CARL STUART INVESTMENT ADVISOR INC 24 *Closed 2024-03-31 0 $0 -40,940
   Altus Wealth Group LLC *Closed 2024-03-31 0 $0 -11,940
  94 Records found
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