13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
PYLD

PIMCO Multisector Bond Active

666 institutions still hold PIMCO Multisector Bond Active as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 72201r585·666 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.3%
vs prior quarter
13F value held
$4.8B
47.0% inst. owned
of float
Holders
666
+12 QoQ
filers reporting
Activity
+10 / −44
+758 added · −847 reduced
this quarter
Concentration
12.72%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

666 institutions reported PYLD in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 12.7% of the visible book. +12 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$605M23.1M0.04%Q1 202602
MORGAN STANLEY
CIK 0000895421
$550M21.0M0.03%Q1 202603
LPL Financial LLC
CIK 0001403438
$472M18.0M0.13%Q1 202604
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$393M15.0M0.06%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$314M12.0M0.08%Q1 202606
Sequoia Financial Advisors, LLC
CIK 0001599900
$288M11.0M1.61%Q1 202607
HighTower Advisors, LLC
CIK 0001462245
$282M10.8M0.30%Q1 202608
AE Wealth Management LLC
CIK 0001697723
$208M7.9M1.13%Q1 202609
Advance Capital Management, Inc.
CIK 0001536029
$186M7.1M7.06%Q1 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$181M6.9M0.03%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$181M6.9M0.06%Q1 202612
Retirement Planning Group, LLC
CIK 0001508195
$169M6.5M5.25%Q1 202613
NewEdge Advisors, LLC
CIK 0001633516
$147M5.6M0.53%Q1 202614
CWM, LLC
CIK 0001535847
$131M5.0M0.34%Q1 202615
UBS Group AG
CIK 0001610520
$124M4.7M0.02%Q1 202616
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$120M4.6M0.74%Q1 202617
TruWealth Advisors, LLC
CIK 0001834985
$111M4.2M5.33%Q1 202618
Advocacy Wealth Management, LLC
CIK 0001569452
$103M3.9M4.55%Q1 202619
Krilogy Financial LLC
CIK 0001659047
$99M3.7M3.20%Q1 202620
GR FINANCIAL GROUP, LLC
CIK 0002011751
$91M3.5M30.30%Q1 2026
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