Who Owns PIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in PIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund.
Who crossed 5% of PYLD →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| ECLECTIC ASSOCIATES INC /ADVMULTISECTOR BD967.9K shadded | $24.6M |
| Breakwater Capital GroupMULTISECTOR BD512.1K shadded | $13M |
| Stokes Capital Advisors, LLCMULTISECTOR BD501.4K shtrimmed | $12.7M |
| Farther Finance Advisors, LLCETF447.8K shtrimmed | $11.4M |
| S.E.E.D. Planning Group LLCMULTISECTOR BD412.3K shtrimmed | $10.5M |
| AVAII WEALTH MANAGEMENT, LLCMULTISECTOR BD408.5K shadded | $10.3M |
| Weaver Consulting GroupMULTISECTOR BD359K shadded | $9.1M |
| Wealth Enhancement Trust Services, Inc.MULTISECTOR BD321.8K shadded | $8.2M |
| LifeGoal Investments, LLCMULTISECTOR BD281.6K shadded | $7.1M |
| Williams & Novak Wealth Management, LLCMULTISECTOR BD267.1K shadded | $6.8M |
| Overbrook Management CorpMULTISECTOR BD226.5K shadded | $5.8M |
| Intelligence Driven Advisers, LLCMULTISECTOR BD202.4K shadded | $5.1M |
| Sprinkle Financial Consultants LLCMULTISECTOR BD175.1K shadded | $4.4M |
| INSPIRION WEALTH ADVISORS, LLCMULTISECTOR BD162.2K shadded | $4.1M |
| Investment Partners Asset Management, Inc.MULTISECTOR BD160.3K shadded | $4.1M |
| Capital Advisors Wealth Management, LLCMULTISECTOR BD143.6K shadded | $3.6M |
| Taylor & Morgan Wealth Management, LLCMULTISECTOR BD131.9K shadded | $3.3M |
| PUFF WEALTH MANAGEMENT, LLCMULTISECTOR BD124.8K shadded | $3.2M |
| Wisconsin Wealth Advisors, LLCMULTISECTOR BD115.7K shadded | $2.9M |
| Worth Asset Management, LLCETF86.8K shadded | $2.2M |
| Everhart Financial Group, Inc.MULTISECTOR BD68.5K shadded | $1.7M |
| First Heartland Consultants, Inc.MULTISECTOR BD52.8K shtrimmed | $1.3M |
| TITLEIST ASSET MANAGEMENT, LLCMULTISECTOR BD52.1K shadded | $1.3M |
| Apella Capital, LLCMULTISECTOR BD50.9K shtrimmed | $1.3M |
| Ballew Advisors, IncMULTISECTOR BD42.2K shadded | $1.1M |
| Peterson Wealth Advisors, LLCMULTISECTOR BD40.9K shadded | $1M |
| Emergent Wealth Advisors, LLCMULTISECTOR BD27.3K shadded | $692.9K |
| DECISION INVESTMENTS, INCMULTISECTOR BD22.6K shheld | $574.8K |
| COLTON GROOME FINANCIAL ADVISORS, LLCMULTISECTOR BD19.9K shtrimmed | $504.1K |
| Sound Income Strategies, LLCMULTISECTOR BD18.9K shtrimmed | $479.2K |
| Nautilus Advisors LLCMULTISECTOR BD13.5K shtrimmed | $343.1K |
| Oak Grove Capital LLCMULTISECTOR BD12K shadded | $304.7K |
| EASTERN BANKMULTISECTOR BD2.5K shheld | $63.8K |
| Olistico Wealth, LLCETF120 sh— | $3K |
| GAMMA Investing LLCETF20 shheld | $508 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
More on PYLD
Follow PIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund (PYLD) by email
New trades in PIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund (PYLD) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.