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Get Institutions for : 
Pimco Multisector Bond Active Etf (PYLD)  
$25.57 0.01 (0.04%) as of 4:30 Fri 5/24


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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  : 
0.90 (3.65%)  




 
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
   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
   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
   Precision Wealth Strategies LLC 2 *New 2024-03-31 427,087 $11,002,000 427,087
   Astor Investment Management LLC 14 *New 2024-03-31 321,952 $8,293,000 321,952
   Financial Futures Ltd Liability Co. 10 *New 2024-03-31 243,365 $6,269,000 243,365
   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
   Cyndeo Wealth Partners LLC 91 *New 2024-03-31 157,865 $4,067,000 157,865
   CASTLE WEALTH MANAGEMENT LLC 23 *New 2024-03-31 115,298 $2,970,000 115,298
   Dynamic Advisors Solutions LLC 265 *New 2024-03-31 101,451 $2,613,000 101,451
   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
   COMMONWEALTH EQUITY SERVICES LLC. 1757 *New 2024-03-31 79,383 $2,045,000 79,383
   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
   Legacy Capital Group California Inc. 36 *New 2024-03-31 59,654 $1,537,000 59,654
   BANQUE PICTET & CIE SA 217 *New 2024-03-31 50,300 $1,296,000 50,300
   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
   Econ Financial Services Corp 57 *New 2024-03-31 39,035 $1,006,000 39,035
   Roger Wittlin Investment Advisory LLC 28 *New 2024-03-31 28,477 $734,000 28,477
   Constant Guidance Financial LLC 33 *New 2024-03-31 27,700 $708,000 27,700
   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
   Quotient Wealth Partners LLC 165 *New 2024-03-31 20,191 $520,000 20,191
   Elevated Capital Advisors LLC 137 *New 2024-03-31 17,457 $450,000 17,457
   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
   HARTLINE INVESTMENT CORP/ 266 *New 2024-03-31 13,403 $345,000 13,403
   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
   SIGNALPOINT ASSET MANAGEMENT, LLC 234 *New 2024-03-31 8,000 $206,000 8,000
   Sigma Planning Corp 1122 *New 2024-03-31 7,817 $201,000 7,817
   Raleigh Capital Management Inc. 221 *New 2024-03-31 5,548 $143,000 5,548
   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
   GPS Wealth Strategies Group LLC 470 *New 2024-03-31 2,317 $60,000 2,317
   MARK SHEPTOFF FINANCIAL PLANNING LLC 170 *New 2024-03-31 2,069 $53,000 2,069
   Financial Gravity Wealth Inc. 354 *New 2024-03-31 662 $17,000 662
   NATIONAL BANK OF CANADA /FI/ 2149 *New 2024-03-31 158 $4,000 158
   Aspire Private Capital LLC 551 *New 2024-03-31 123 $3,000 123
  56 Records found
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