PIMCO Multi Sector Bond Active

PYLD • ARCA

PIMCO Multi Sector Bond Active is an exchange-traded fund on ARCA. As of Q3 2025, 469 institutional investors hold shares in this ETF, with total holdings valued at $6.6B. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $418.0M.

Overview

Overview of institutional ownership in PYLD as of Q3 2025

All Institutions

Institutions: 469
Value Held: $6.6B
Shares Held: 244.5M
Avg Position: $14.0M
Median Position: $2.2M

Hedge Funds

Hedge Funds: 3
Value Held: $45.7M
Shares Held: 1.7M
Avg Position: $15.2M
Median Position: $18.0M

Biggest Investors

Institutions with the largest positions in PYLD as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$418.0M 0.03% of portfolio	15.6M shares	Q3 2024 Held for 1y 2m	$1.33T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$343.7M 0.02% of portfolio	12.8M shares	Q1 2024 Held for 1y 8m	$1.65T
L LPL Financial LLC Institution	-	$291.4M 0.09% of portfolio	10.9M shares	Q4 2023 Held for 1y 11m	$340.07B
HighTower Advisors, LLC RIA/Wealth	Robert David Oros CEO	$228.6M 0.26% of portfolio	8.5M shares	Q2 2023 Held for 2y 5m	$87.7B
Sequoia Financial Advisors, LLC RIA/Wealth	Thomas Arthur Haught CEO	$204.7M 1.25% of portfolio	7.6M shares	Q2 2024 Held for 1y 5m	$16.4B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$195.6M 0.06% of portfolio	7.3M shares	Q4 2023 Held for 1y 11m	$341.99B
Retirement Planning Group RIA/Wealth	Kevin Morris Conard CEO	$142.3M 4.95% of portfolio	5.3M shares	Q2 2024 Held for 1y 5m	$2.9B
AE Wealth Management LLC RIA/Wealth	David James Callanan CEO	$127.8M 0.84% of portfolio	4.8M shares	Q4 2023 Held for 1y 11m	$15.2B
Goss Wealth Management LLC RIA/Wealth	Alexander Thomas Goss CEO	$125.3M 0.58% of portfolio	4.7M shares	Q3 2023 Held for 2y 2m	$21.8B
TruWealth Advisors, LLC RIA/Wealth	Charles Lee Simmons CEO	$103.5M 5.23% of portfolio	3.9M shares	Q4 2024 Held for 11 months	$2.0B

Net Capital Flow

Institutional buying and selling activity for PYLD in Q3 2025

Traded: +$1.8B
Buyers: 384
Sellers: 90
Total Bought: +$1.9B
Total Sold: −$70.7M
Avg Position: $13.4M

Biggest Buyers

Institution	Net Bought	Current Position
HighTower Advisors, LLC RIA/Wealth	+$111.7M +4.2M shares	$228.6M 8.5M shares
BANK OF AMERICA CORP /DE/ Institution	+$108.9M +4.1M shares	$418.0M 15.6M shares
MORGAN STANLEY RIA/Wealth	+$98.9M +3.7M shares	$343.7M 12.8M shares
Sequoia Financial Advisors, LLC RIA/Wealth	+$83.2M +3.1M shares	$204.7M 7.6M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$63.6M +2.4M shares	$195.6M 7.3M shares
Summit Financial, LLC RIA/Wealth	+$58.1M +2.2M shares	$58.1M 2.2M shares
L LPL Financial LLC Institution	+$56.9M +2.1M shares	$291.4M 10.9M shares
Horizon Wealth Management, LLC RIA/Wealth	+$56.8M +2.1M shares	$56.8M 2.1M shares
UNITED CAPITAL FINANCIAL ADVISERS, LLC RIA/Wealth	+$54.8M +2.0M shares	$54.8M 2.0M shares
CWM, LLC RIA/Wealth	+$47.0M +1.8M shares	$82.9M 3.1M shares

Biggest Sellers

Institution	Net Sold	Current Position
Beta Wealth Group, Inc. RIA/Wealth	−$10.8M −404.2K shares	$15.9M 594.2K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$8.5M −321.2K shares	Sold Off 0 shares
TOUNJIAN ADVISORY PARTNERS, LLC Family Office	−$6.5M −242.8K shares	$1.9M 70.3K shares
Farther Finance Advisors, LLC RIA/Wealth	−$6.2M −230.3K shares	$5.6M 208.0K shares
M MISSION WEALTH MANAGEMENT, LLC Institution	−$4.5M −167.3K shares	$2.0M 73.2K shares
Oregon Pacific Wealth Management, LLC RIA/Wealth	−$3.2M −120.5K shares	$399.0K 14.9K shares
Change Path, LLC RIA/Wealth	−$3.0M −111.0K shares	$12.4M 462.2K shares
Bank of New York Mellon Corp Institution	−$3.0M −110.7K shares	$54.2M 2.0M shares
W WCG Wealth Advisors LLC Institution	−$2.9M −107.5K shares	$29.6M 1.1M shares
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy	−$2.3M −87.5K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited PYLD in Q3 2025

New Positions: 75
New Value: $376.6M
Exited Positions: 21
Exited Value: $20.1M

New Positions

Institution	Position Value
Summit Financial, LLC RIA/Wealth	$58.1M 2.2M shares
Horizon Wealth Management, LLC RIA/Wealth	$56.8M 2.1M shares
UNITED CAPITAL FINANCIAL ADVISERS, LLC RIA/Wealth	$54.8M 2.0M shares
Vigilare Wealth Management RIA/Wealth	$36.3M 1.4M shares
Drake & Associates, LLC RIA/Wealth	$21.8M 817.1K shares
Beacon Capital Management, Inc. RIA/Wealth	$21.7M 807.3K shares
Brookwood Investment Group LLC RIA/Wealth	$14.4M 537.1K shares
Stokes Capital Advisors, LLC RIA/Wealth	$11.0M 409.8K shares
B Brick & Kyle, Associates Institution	$9.5M 353.0K shares
W WESPAC Advisors SoCal, LLC Institution	$8.7M 323.8K shares

Exited Positions

Institution	Previous Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$8.5M 321.2K shares
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy	$2.3M 87.5K shares
Tradewinds, LLC. RIA/Wealth	$1.7M 62.5K shares
Confluence Wealth Services, Inc. RIA/Wealth	$1.5M 54.9K shares
M Holdings Securities, Inc. RIA/Wealth	$1.4M 53.9K shares
P Prosperity Wealth Management, Inc. RIA/Wealth	$1.0M 39.5K shares
Integrys Wealth Advisors LLC RIA/Wealth	$908.2K 34.2K shares
C Concord Asset Management, LLC/VA RIA/Wealth	$712.3K 26.8K shares
B Beacon Capital Management, LLC RIA/Wealth	$665.5K 25.1K shares
A Apella Capital, LLC Institution	$321.2K 12.2K shares

Options Activity

Institutions with the largest Call and Put options positions in PYLD as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with PYLD as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
GR FINANCIAL GROUP, LLC RIA/Wealth	Lynsey Marie Richter President	21.06% $91.1M	3.4M shares	Q1 2025 Held for 8 months	$432.6M
S Sheridan Capital Management, LLC RIA/Wealth	Conor Michael Sheridan Managing Partner	15.36% $29.1M	1.1M shares	Q4 2024 Held for 11 months	$189.3M
P Pinnacle Wealth Management, LLC RIA/Wealth	Kenyon Lloyd Lederer President	13.49% $17.3M	645.7K shares	Q3 2023 Held for 2y 2m	$128.4M
Schwallier Wealth Management LLC RIA/Wealth	Adam David Schwallier President	13.08% $21.0M	780.6K shares	Q1 2025 Held for 8 months	$160.2M
Vigilare Wealth Management RIA/Wealth	Zeljko Jag Zdrale Managing Partner	12.60% $36.3M	1.4M shares	Q3 2025 Held for 2 months	$288.2M
D DAHRING \| CUSMANO LLC RIA/Wealth	Kirk Wayne Dahring CEO	12.55% $17.3M	645.7K shares	Q4 2024 Held for 11 months	$138.1M
Family Investment Center, Inc. RIA/Wealth	Alexander Jason Valner President	10.41% $50.1M	1.9M shares	Q3 2023 Held for 2y 2m	$481.6M
Crestmont Private Wealth LLC RIA/Wealth	Samuel Sean Mcgee CEO	9.97% $30.2M	1.1M shares	Q2 2024 Held for 1y 5m	$302.7M
E EQ WEALTH ADVISORS, LLC RIA/Wealth	Toby Scott Harris Managing Partner	9.14% $13.9M	518.1K shares	Q4 2024 Held for 11 months	$152.2M
Waterway Wealth Management, LLC RIA/Wealth	Daniel Paul Michalk Managing Partner	8.75% $36.7M	1.4M shares	Q3 2024 Held for 1y 2m	$419.3M

Hedge Fund Spotlight

Discover hedge funds investing in PYLD

Cardinal Point Capital Management, ULC

Hedge Fund • Value

Portfolio ManagerMichelle Lynn Yarwood

Portfolio Value: $1.4B
Positions: 267
Last Reported: Q3 2025

Sector Allocation

Position in PIMCO Multi Sector Bond Active

Market Value: $26.6M
Shares Held: 997.2K
Portfolio Weight: 1.85%
Owned Since: 2024-Q2

Top Holding	Sector	Market Value	Weight
1 Vanguard Total Stock Market VTI	ETF ETF	$186.2M	12.94%
2 WisdomTree Floating Rate Treasury Fund USFR	ETF ETF	$71.8M	4.99%
3 Apple AAPL	Consumer Electronics Technology	$70.6M	4.91%