PIMCO MULTI SECTOR BOND ACT (PYLD) Institutional Ownership Changes & 13F Activity

PIMCO MULTI SECTOR BOND ACT (PYLD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Charles Schwab Investment Management Inc, Pure Financial Advisors, Llc, Waverly Advisors, Llc, Wells Fargo & Company/Mn, and Jane Street Group, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Security National Bank Of So DakBuy+22,38922,389$593.76KQ2 2026Sep 18, 2026
Security National Bank Of Sioux City IowaBuy+19,28119,281$511.33KQ2 2026Sep 18, 2026
Anchor Investment Management, LlcBuy+15,30715,307$405.95KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+212,964+14.3%1,697,605$45.02MQ2 2026Sep 09, 2026
Anchor Capital Advisors LlcBuy+10,49010,490$278.19KQ2 2026Sep 03, 2026
Allianz Asset Management GmbhBuy+349+28.8%1,560$41.37KQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+1,440,712+93.4%2,982,984$79.11MQ2 2026Aug 27, 2026
Financial Insights, Inc.Buy+25+0.1%30,632$812.36KQ2 2026Aug 25, 2026
Vermillion & White Wealth Management Group, LlcBuy+231,757231,757$6.17MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-181,481-58.9%126,593$3.36MQ2 2026Aug 19, 2026
Mercer Global Advisors IncBuy+6,092+40.2%21,246$563.44KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+30,473+12.9%266,935$7.08MQ2 2026Aug 18, 2026
Pure Financial Advisors, LlcBuy+7,290,6297,290,629$193.35MQ2 2026Aug 17, 2026
Proficio Capital Partners LlcSell-1,083,684-98.5%16,325$432.94KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+570,462+12.4%5,161,831$136.69MQ2 2026Aug 17, 2026
Wny Asset Management, LlcBuy+254,684254,684$6.75MQ2 2026Aug 17, 2026
Ruggaard & Associates LlcBuy+49,47249,472$1.31MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+37,768+9.1%451,206$11.97MQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcBuy+20,933+7.9%286,156$7.59MQ2 2026Aug 17, 2026
Yukon Wealth Management, Inc.Buy+12,59212,592$333.94KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+848+0.4%208,153$5.52MQ2 2026Aug 17, 2026
Charles Schwab Investment Management IncBuy+8,390,698+55.9%23,403,799$620.67MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+4,404,062+32509.5%4,417,609$117.15MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+2,957,222+42.8%9,859,536$261.47MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-2,796,192-93.0%211,097$5.60MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+2,674,042+2520.7%2,780,125$73.73MQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcBuy+2,010,159+59.1%5,410,406$143.48MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+1,970,786+8.5%25,058,752$664.56MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+1,254,065+43.5%4,138,380$109.75MQ2 2026Aug 14, 2026
Destination Wealth ManagementBuy+1,081,592+33.9%4,271,419$113.28MQ2 2026Aug 14, 2026
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Frequently asked questions about PYLD activity

  • Which institutional owners are buying PYLD?

    Institutional owners buying PYLD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PYLD activity?

    "Buy" means an investor increased their reported position in PYLD compared to the prior reporting period. This reflects growing exposure to PIMCO MULTI SECTOR BOND ACT (PYLD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PYLD increasing?

    Institutional interest in PYLD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.