PYLD Institutional Ownership & Shareholders
PIMCO MULTI SECTOR BOND ACT (PYLD) is currently held by 696 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $11.93B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of PYLD tracked by InsiderSet, reporting ownership valued at approximately $664.56M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $642.26M, representing an estimated loss of -3.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 34% of the total disclosed PYLD value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Charles Schwab Investment Management Inc, Morgan Stanley, and several other long-term asset managers with concentrated positions in PIMCO MULTI SECTOR BOND ACT (PYLD).
This page ranks the largest institutional PYLD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
696
Total Reported Value
$11.93B
Largest Holder
Bank Of America Corp
Largest Position
$664.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.04% | 25,058,752 | $664,558,112 | $642,255,814 | -$22,302,298 | -3.36% | |
| Charles Schwab Investment Management Inc | 0.08% | 23,403,799 | $620,668,749 | $599,839,368 | -$20,829,381 | -3.36% | |
| Morgan Stanley | 0.03% | 23,231,202 | $616,091,497 | $595,415,707 | -$20,675,790 | -3.36% | |
| Lpl Financial Llc | 0.13% | 21,366,025 | $566,626,937 | $547,611,221 | -$19,015,716 | -3.36% | |
| Envestnet Asset Management Inc | 0.08% | 13,551,778 | $359,393,155 | $347,332,070 | -$12,061,085 | -3.36% | |
| Sequoia Financial Advisors | 1.64% | 12,401,335 | $328,883,412 | $317,846,216 | -$11,037,196 | -3.36% | |
| Wells Fargo & Company/Mn | 0.05% | 9,859,536 | $261,474,904 | $252,699,908 | -$8,774,996 | -3.36% | |
| Raymond James Financial Inc | 0.06% | 7,947,837 | $210,776,638 | $203,703,062 | -$7,073,576 | -3.36% | |
| Advance Capital Management, Inc. | 6.49% | 7,572,736 | $200,828,961 | $194,089,224 | -$6,739,737 | -3.36% | |
| Retirement Planning Group, Llc | 4.83% | 7,636,239 | $193,884,099 | $195,716,806 | +$1,832,707 | +0.95% | |
| Pure Financial Advisors, Llc | 2.46% | 7,290,629 | $193,347,493 | $186,858,821 | -$6,488,672 | -3.36% | |
| Newedge Advisors, Llc | 0.51% | 6,448,357 | $171,010,415 | $165,271,390 | -$5,739,025 | -3.36% | |
| Ubs Group Ag | 0.02% | 5,611,008 | $148,803,932 | $143,810,135 | -$4,993,797 | -3.36% | |
| Wcg Wealth Advisors Llc | 3.40% | 5,410,406 | $143,483,935 | $138,668,706 | -$4,815,229 | -3.36% | |
| United Capital Financial Advisors, Llc | 0.76% | 5,161,831 | $136,685,294 | $132,297,729 | -$4,387,565 | -3.21% | |
| Cwm, Llc | 0.34% | 5,004,693 | $131,122,954 | $128,270,282 | -$2,852,672 | -2.18% | |
| State Of New Jersey Common Pension Fund D | 0.41% | 4,500,000 | $119,340,000 | $115,335,000 | -$4,005,000 | -3.36% | |
| Waverly Advisors, Llc | 0.68% | 4,417,609 | $117,154,979 | $113,223,319 | -$3,931,660 | -3.36% | |
| Destination Wealth Management | 2.65% | 4,271,419 | $113,278,033 | $109,476,469 | -$3,801,564 | -3.36% | |
| Truwealth Advisors, Llc | 5.32% | 4,230,096 | $110,828,524 | $108,417,360 | -$2,411,164 | -2.18% | |
| Royal Bank Of Canada | 0.02% | 4,138,380 | $109,749,000 | $106,066,679 | -$3,682,321 | -3.36% | |
| Bank Of New York Mellon Corp | 0.02% | 4,068,193 | $107,888,493 | $104,267,787 | -$3,620,706 | -3.36% | |
| Advocacy Wealth Management, Llc | 3.89% | 4,039,522 | $107,128,136 | $103,532,949 | -$3,595,187 | -3.36% | |
| Wealth Enhancement Advisory Services, Llc | 0.15% | 4,033,589 | $102,412,837 | $103,380,886 | +$968,049 | +0.95% | |
| Sns Financial Group, Llc | 1.86% | 3,639,240 | $96,512,643 | $93,273,721 | -$3,238,922 | -3.36% | |
| Confluence Wealth Services, Inc. | 2.73% | 3,595,528 | $95,353,378 | $92,153,383 | -$3,199,995 | -3.36% | |
| Krilogy Financial Llc | 2.54% | 3,667,575 | $93,119,720 | $93,999,947 | +$880,227 | +0.95% | |
| Gr Financial Group, Llc | 12.19% | 3,622,134 | $91,966,003 | $92,835,294 | +$869,291 | +0.95% | |
| Stratos Wealth Partners, Ltd. | 0.89% | 3,351,391 | $88,878,903 | $85,896,151 | -$2,982,752 | -3.36% | |
| Horizon Investments, Llc | 0.95% | 3,289,695 | $86,321,597 | $84,314,883 | -$2,006,714 | -2.32% | |
| Osaic Holdings, Inc. | 0.10% | 3,176,022 | $84,233,364 | $81,401,444 | -$2,831,920 | -3.36% | |
| Corient Private Wealth Llc | 0.11% | 2,982,984 | $79,108,665 | $76,453,880 | -$2,654,785 | -3.36% | |
| Apollon Wealth Management, Llc | 0.88% | 3,028,318 | $76,888,983 | $77,615,790 | +$726,807 | +0.95% | |
| Commonwealth Equity Services, Llc | 0.10% | 3,027,086 | $76,857,721 | $77,584,214 | +$726,493 | +0.95% | |
| Fragasso Financial Advisors Inc | 3.81% | 2,981,967 | $75,712,135 | $76,427,814 | +$715,679 | +0.95% | |
| Summit Financial, Llc | 0.83% | 2,847,673 | $75,520,281 | $72,985,859 | -$2,534,422 | -3.36% | |
| Modern Wealth Management, Llc | 0.88% | 2,780,125 | $73,728,915 | $71,254,604 | -$2,474,311 | -3.36% | |
| Cetera Investment Advisers | 0.06% | 2,550,369 | $67,635,806 | $65,365,957 | -$2,269,849 | -3.36% | |
| Falcon Wealth Planning | 4.24% | 2,529,761 | $67,089,264 | $64,837,774 | -$2,251,490 | -3.36% | |
| Journey Advisory Group, Llc | 4.85% | 2,392,375 | $63,445,785 | $61,316,571 | -$2,129,214 | -3.36% | |
| Family Investment Center, Inc. | 9.88% | 2,357,924 | $59,867,680 | $60,433,592 | +$565,912 | +0.95% | |
| Heirloom Wealth Management | 7.15% | 2,167,042 | $55,021,194 | $55,541,286 | +$520,092 | +0.95% | |
| Tanglewood Wealth Management, Inc. | 4.23% | 2,005,427 | $50,917,792 | $51,399,094 | +$481,302 | +0.95% | |
| Captrust Financial Advisors | 0.08% | 1,895,527 | $50,269,383 | $48,582,357 | -$1,687,026 | -3.36% | |
| Ellenbecker Investment Group | 5.81% | 1,884,416 | $49,974,717 | $48,297,582 | -$1,677,135 | -3.36% | |
| Stifel Financial Corp | 0.04% | 1,882,771 | $49,931,188 | $48,255,421 | -$1,675,767 | -3.36% | |
| Riverfront Investment Group, Llc | 0.66% | 1,874,759 | $49,718,630 | $48,050,073 | -$1,668,557 | -3.36% | |
| Vickerman Investment Advisors, Inc. | 9.51% | 1,847,265 | $48,989,468 | $47,345,402 | -$1,644,066 | -3.36% | |
| Ritter Daniher Financial Advisory Llc / De | 7.32% | 1,813,823 | $48,102,599 | $46,488,283 | -$1,614,316 | -3.36% | |
| Geowealth Management, Llc | 1.51% | 1,809,414 | $47,985,661 | $46,375,281 | -$1,610,380 | -3.36% |
Frequently asked questions about PYLD
Who are the largest institutional holders of PYLD?
The largest institutional holders of PYLD reported in the latest SEC Form 13F filings include Bank Of America Corp, Charles Schwab Investment Management Inc, Morgan Stanley, Lpl Financial Llc, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported PYLD position.
What is PYLD institutional ownership?
This page tracks PYLD positions reported by institutional investment managers through SEC Form 13F. PIMCO MULTI SECTOR BOND ACT (PYLD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PYLD?
InsiderSet currently tracks 696 institutional managers reporting PYLD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PYLD shareholders.
How much PYLD stock do institutions own?
Institutional investment managers disclosed approximately $11.93B in PYLD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PYLD institutional ownership last updated?
The latest PYLD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PYLD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PYLD position after the reporting date.
Are institutions buying or selling PYLD?
Institutional buying and selling can be analyzed by comparing PYLD positions across consecutive 13F reporting periods. InsiderSet's PYLD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PYLD ownership changes.
How has PYLD institutional ownership changed over time?
InsiderSet tracks PYLD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.