Who owns PYLD (PYLD)
Which tracked institutional funds hold PYLD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PYLD company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on PYLD is one-sided between 2025-Q4 and 2026-Q1: 316 added or opened and 70 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PYLD’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 1.6% of theirs — a 1.6pp gap the other way — the median holder sizes PYLD more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PYLD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 639 tracked filers holding PYLD, 501 increased or opened the position and 138 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PYLD between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 59
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$393M
- JANE STREET GROUP, LLC$79M
- Journey Advisory Group, LLC$60M
- Prime Capital Investment Advisors, LLC$45M
- Independent Advisor Alliance$37M
- Baer Investment Advisory LLC$21M
Full exits 14
- NewEdge Advisors, LLC$139M
- Ocean Park Asset Management, LLC$52M
- Vigilare Wealth Management$36M
- SOL Capital Management CO$10M
- Guided Capital Wealth Management, LLC$9M
- WJ Wealth Management, LLC$4M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$159M
- BANK OF AMERICA CORP /DE/$120M
- MORGAN STANLEY$94M
- LPL Financial LLC$83M
- Stratos Wealth Partners, LTD.$82M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$69M
Largest trims
- Horizon Wealth Management, LLC$58M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$30M
- Thrivent Financial for Lutherans$22M
- Proficio Capital Partners LLC$20M
- NOVEM GROUP$20M
- Schwallier Wealth Management LLC$18M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 23,087,966 | $605M | 7.4% | 2026-Q1 |
| MORGAN STANLEY added | 21,001,050 | $550M | 6.7% | 2026-Q1 |
| LPL Financial LLC added | 18,008,240 | $472M | 5.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC new | 15,013,101 | $393M | 4.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 11,980,916 | $314M | 3.8% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 10,994,877 | $288M | 3.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 10,776,746 | $282M | 3.5% | 2026-Q1 |
| AE Wealth Management LLC added | 7,945,409 | $208M | 2.6% | 2026-Q1 |
| Advance Capital Management, Inc. added | 7,109,897 | $186M | 2.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 6,902,314 | $181M | 2.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 6,900,952 | $181M | 2.2% | 2026-Q1 |
| Retirement Planning Group, LLC added | 6,463,927 | $169M | 2.1% | 2026-Q1 |
| CWM, LLC added | 5,004,693 | $131M | 1.6% | 2026-Q1 |
| UBS Group AG added | 4,729,391 | $124M | 1.5% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 4,591,369 | $120M | 1.5% | 2026-Q1 |
| TruWealth Advisors, LLC added | 4,230,096 | $111M | 1.4% | 2026-Q1 |
| Advocacy Wealth Management, LLC added | 3,923,285 | $103M | 1.3% | 2026-Q1 |
| Krilogy Financial LLC added | 3,746,931 | $99M | 1.2% | 2026-Q1 |
| GR FINANCIAL GROUP, LLC added | 3,486,390 | $91M | 1.1% | 2026-Q1 |
| WCG Wealth Advisors LLC trimmed | 3,400,247 | $89M | 1.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 3,308,773 | $87M | 1.1% | 2026-Q1 |
| Destination Wealth Management added | 3,189,827 | $84M | 1.0% | 2026-Q1 |
| Horizon Investments, LLC added | 3,146,064 | $82M | 1.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 3,007,289 | $79M | 1.0% | 2026-Q1 |
| Confluence Wealth Services, Inc. added | 2,985,269 | $78M | 1.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,884,315 | $76M | 0.9% | 2026-Q1 |
| Fragasso Financial Advisors Inc added | 2,698,950 | $71M | 0.9% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,681,049 | $70M | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 2,582,984 | $68M | 0.8% | 2026-Q1 |
| Summit Financial, LLC added | 2,496,913 | $65M | 0.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 2,455,082 | $64M | 0.8% | 2026-Q1 |
| Falcon Wealth Planning added | 2,368,640 | $62M | 0.8% | 2026-Q1 |
| Journey Advisory Group, LLC new | 2,300,083 | $60M | 0.7% | 2026-Q1 |
| State of New Jersey Common Pension Fund D added | 2,250,000 | $59M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp added | 2,160,272 | $57M | 0.7% | 2026-Q1 |
| Family Investment Center, Inc. added | 2,132,136 | $56M | 0.7% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 2,129,910 | $56M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 1,948,993 | $51M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 1,907,116 | $50M | 0.6% | 2026-Q1 |
| Stratos Investment Management, LLC added | 1,879,439 | $49M | 0.6% | 2026-Q1 |
| RiverFront Investment Group, LLC added | 1,871,364 | $49M | 0.6% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 1,857,495 | $49M | 0.6% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 1,848,347 | $48M | 0.6% | 2026-Q1 |
| Ritter Daniher Financial Advisory LLC / DE added | 1,748,353 | $46M | 0.6% | 2026-Q1 |
| GeoWealth Management, LLC added | 1,734,326 | $45M | 0.6% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC new | 1,724,346 | $45M | 0.6% | 2026-Q1 |
| Ellenbecker Investment Group added | 1,713,359 | $45M | 0.6% | 2026-Q1 |
| Sunflower Bank, N.A. added | 1,699,658 | $45M | 0.5% | 2026-Q1 |
| Vickerman Investment Advisors, Inc. added | 1,635,109 | $43M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,599,316 | $42M | 0.5% | 2026-Q1 |
| HUB Investment Partners, LLC added | 1,597,029 | $42M | 0.5% | 2026-Q1 |
| Waterway Wealth Management, LLC added | 1,643,428 | $41M | 0.5% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 1,571,471 | $41M | 0.5% | 2026-Q1 |
| Corient Private Wealth LLC added | 1,542,272 | $40M | 0.5% | 2026-Q1 |
| Kensington Asset Management, LLC | 1,475,964 | $40M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 1,512,486 | $40M | 0.5% | 2026-Q1 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV added | 1,506,547 | $39M | 0.5% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 1,484,641 | $39M | 0.5% | 2026-Q1 |
| RFG Holdings, Inc. added | 1,461,339 | $38M | 0.5% | 2026-Q1 |
| Stonebridge Financial Group, LLC added | 1,429,941 | $37M | 0.5% | 2026-Q1 |
| Independent Advisor Alliance added | 1,403,081 | $37M | 0.5% | 2026-Q1 |
| Wealth Alliance Advisory Group, LLC added | 1,313,829 | $34M | 0.4% | 2026-Q1 |
| Sheridan Capital Management, LLC added | 1,301,720 | $34M | 0.4% | 2026-Q1 |
| Wall Capital Group, Inc. added | 1,276,200 | $33M | 0.4% | 2026-Q1 |
| D.B. Root & Company, LLC added | 1,212,432 | $32M | 0.4% | 2026-Q1 |
| Mutual Advisors, LLC added | 1,208,360 | $32M | 0.4% | 2026-Q1 |
| Crestmont Private Wealth LLC added | 1,191,473 | $31M | 0.4% | 2026-Q1 |
| Aprio Wealth Management, LLC added | 1,183,917 | $31M | 0.4% | 2026-Q1 |
| Cardinal Point Capital Management ULC added | 1,183,801 | $31M | 0.4% | 2026-Q1 |
| Continuum Advisory, LLC added | 1,172,812 | $31M | 0.4% | 2026-Q1 |
| Visionary Wealth Advisors added | 1,162,463 | $30M | 0.4% | 2026-Q1 |
| Berger Financial Group, Inc added | 1,152,892 | $30M | 0.4% | 2026-Q1 |
| Bridgewealth Advisory Group, LLC added | 1,151,834 | $30M | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 1,150,882 | $30M | 0.4% | 2026-Q1 |
| CORRECT CAPITAL WEALTH MANAGEMENT added | 1,150,395 | $30M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 1,145,462 | $30M | 0.4% | 2026-Q1 |
| Intrua Financial, LLC added | 1,118,489 | $29M | 0.4% | 2026-Q1 |
| Pictet North America Advisors SA added | 1,115,181 | $29M | 0.4% | 2026-Q1 |
| Proficio Capital Partners LLC trimmed | 1,100,009 | $29M | 0.4% | 2026-Q1 |
| Allen Capital Group, LLC added | 1,089,470 | $29M | 0.4% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 1,088,644 | $29M | 0.3% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 1,038,649 | $27M | 0.3% | 2026-Q1 |
| Mason & Associates, LLC added | 986,924 | $26M | 0.3% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 983,068 | $26M | 0.3% | 2026-Q1 |
| Drake & Associates, LLC added | 977,142 | $26M | 0.3% | 2026-Q1 |
| Essex Financial Services, Inc. added | 950,289 | $25M | 0.3% | 2026-Q1 |
| Gemmer Asset Management LLC added | 941,689 | $25M | 0.3% | 2026-Q1 |
| Sanchez Wealth Management Group added | 930,272 | $24M | 0.3% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 907,672 | $24M | 0.3% | 2026-Q1 |
| EnRich Financial Partners LLC added | 902,753 | $24M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 891,493 | $23M | 0.3% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 888,723 | $23M | 0.3% | 2026-Q1 |
| Creative Capital Management Investments LLC added | 886,614 | $23M | 0.3% | 2026-Q1 |
| Annex Advisory Services, LLC added | 847,522 | $22M | 0.3% | 2026-Q1 |
| Trajan Wealth LLC added | 839,647 | $22M | 0.3% | 2026-Q1 |
| MinichMacGregor Wealth Management, LLC added | 834,932 | $22M | 0.3% | 2026-Q1 |
| NewEdge Advisors, LLC added | 5,214,505 | $139M | 1.7% | 2025-Q4 stale |
| Ocean Park Asset Management, LLC added | 1,948,900 | $52M | 0.6% | 2025-Q4 stale |
| Aveo Capital Partners, LLC added | 1,445,972 | $38M | 0.5% | 2025-Q1 stale |
| Vigilare Wealth Management trimmed | 1,338,450 | $36M | 0.4% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.