Who Owns PIMCO ETF TR (PYLD)? -- Institutional Holders (2026-03-31)

660 institutions reported holding $10.11B of PIMCO ETF TR (PYLD) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($604.9M), MORGAN STANLEY ($550.2M), LPL Financial LLC ($471.8M), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($393.3M), ENVESTNET ASSET MANAGEMENT INC ($313.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$604.9M23.1MAdded
2MORGAN STANLEY$550.2M21.0MAdded
3LPL Financial LLC$471.8M18.0MAdded
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC$393.3M15.0MNew
5ENVESTNET ASSET MANAGEMENT INC$313.9M12.0MAdded
6Sequoia Financial Advisors, LLC$288.1M11.0MAdded
7HighTower Advisors, LLC$282.4M10.8MAdded
8AE Wealth Management LLC$208.2M7.9MAdded
9Advance Capital Management, Inc.$186.3M7.1MAdded
10WELLS FARGO & COMPANY/MN$180.8M6.9MAdded
11RAYMOND JAMES FINANCIAL INC$180.8M6.9MAdded
12Retirement Planning Group, LLC$169.4M6.5MAdded
13CWM, LLC$131.1M5.0MAdded
14UBS Group AG$123.9M4.7MAdded
15UNITED CAPITAL FINANCIAL ADVISORS, LLC$120.5M4.6MAdded
16TruWealth Advisors, LLC$110.8M4.2MAdded
17Advocacy Wealth Management, LLC$102.8M3.9MAdded
18Krilogy Financial LLC$99.4M3.7MAdded
19GR FINANCIAL GROUP, LLC$91.3M3.5MAdded
20WCG Wealth Advisors LLC$89.1M3.4MTrimmed
21Stratos Wealth Partners, LTD.$86.7M3.3MAdded
22Destination Wealth Management$83.6M3.2MAdded
23Horizon Investments, LLC$81.7M3.1MAdded
24JANE STREET GROUP, LLC$78.8M3.0MNew
25Confluence Wealth Services, Inc.$78.2M3.0MAdded

Source: SEC Form 13F filings · as of 2026-03-31