Who owns 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-Q2 13F filings (latest filed 2026-08-17). 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 2026-Q1 and 2026-Q2: 327 added or opened and 85 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 1.7% of theirs — a 1.7pp 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 2026-Q1 and 2026-Q2, across 668 tracked filers holding PYLD, 514 increased or opened the position and 177 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 2026-Q1 and 2026-Q2 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 36
- Pure Financial Advisors, LLC$193M
- NewEdge Advisors, LLC$171M
- Bluespring Wealth Management, LLC$97M
- Ocean Park Asset Management, LLC$87M
- Heirloom Wealth Management$32M
- VANCE WEALTH, LLC$25M
Full exits 35
- HighTower Advisors, LLC$282M
- CWM, LLC$131M
- TruWealth Advisors, LLC$111M
- Cambridge Investment Research Advisors, Inc.$50M
- Independent Advisor Alliance$37M
- Janney Montgomery Scott LLC$30M
Largest adds
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$227M
- Waverly Advisors, LLC$117M
- LPL Financial LLC$95M
- WELLS FARGO & COMPANY/MN$81M
- Modern Wealth Management, LLC$71M
- MORGAN STANLEY$66M
Largest trims
- JANE STREET GROUP, LLC$73M
- Proficio Capital Partners LLC$28M
- Gateway Wealth Partners, LLC$12M
- SMITH, MOORE & CO.$11M
- AE Wealth Management LLC$11M
- Brookstone Capital Management$5M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 25,058,752 | $665M | 7.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 23,403,799 | $621M | 6.6% | 2026-Q2 |
| MORGAN STANLEY added | 23,231,202 | $616M | 6.6% | 2026-Q2 |
| LPL Financial LLC added | 21,366,025 | $567M | 6.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 13,551,778 | $359M | 3.9% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 12,401,335 | $329M | 3.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 9,859,536 | $261M | 2.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 7,947,837 | $211M | 2.3% | 2026-Q2 |
| Advance Capital Management, Inc. added | 7,572,736 | $201M | 2.2% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 7,451,681 | $198M | 2.1% | 2026-Q2 |
| Pure Financial Advisors, LLC new | 7,290,629 | $193M | 2.1% | 2026-Q2 |
| Retirement Planning Group, LLC added | 7,173,455 | $190M | 2.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 6,448,357 | $171M | 1.8% | 2026-Q2 |
| UBS Group AG added | 5,611,008 | $149M | 1.6% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 5,410,406 | $143M | 1.5% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 5,161,831 | $137M | 1.5% | 2026-Q2 |
| State of New Jersey Common Pension Fund D added | 4,500,000 | $119M | 1.3% | 2026-Q2 |
| Waverly Advisors, LLC added | 4,417,609 | $117M | 1.3% | 2026-Q2 |
| Destination Wealth Management added | 4,271,419 | $113M | 1.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 4,138,380 | $110M | 1.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 4,068,193 | $108M | 1.2% | 2026-Q2 |
| Advocacy Wealth Management, LLC added | 4,039,522 | $107M | 1.1% | 2026-Q2 |
| Krilogy Financial LLC added | 4,024,365 | $107M | 1.1% | 2026-Q2 |
| Bluespring Wealth Management, LLC new | 3,639,240 | $97M | 1.0% | 2026-Q2 |
| Confluence Wealth Services, Inc. added | 3,595,528 | $95M | 1.0% | 2026-Q2 |
| GR FINANCIAL GROUP, LLC added | 3,540,053 | $94M | 1.0% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 3,351,391 | $89M | 1.0% | 2026-Q2 |
| Horizon Investments, LLC added | 3,289,695 | $86M | 0.9% | 2026-Q2 |
| Ocean Park Asset Management, LLC added | 3,280,700 | $87M | 0.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 3,176,022 | $84M | 0.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 3,168,820 | $84M | 0.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 2,949,049 | $78M | 0.8% | 2026-Q2 |
| Fragasso Financial Advisors Inc added | 2,907,277 | $77M | 0.8% | 2026-Q2 |
| Summit Financial, LLC added | 2,847,673 | $76M | 0.8% | 2026-Q2 |
| Modern Wealth Management, LLC added | 2,780,125 | $74M | 0.8% | 2026-Q2 |
| Corient Private Wealth LP added | 2,673,476 | $71M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers added | 2,550,369 | $68M | 0.7% | 2026-Q2 |
| Falcon Wealth Planning added | 2,529,761 | $67M | 0.7% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 2,499,439 | $66M | 0.7% | 2026-Q2 |
| Family Investment Center, Inc. added | 2,392,376 | $63M | 0.7% | 2026-Q2 |
| Journey Advisory Group, LLC added | 2,392,375 | $63M | 0.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 2,321,549 | $61M | 0.7% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 1,895,527 | $50M | 0.5% | 2026-Q2 |
| Ellenbecker Investment Group added | 1,884,416 | $50M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,882,771 | $50M | 0.5% | 2026-Q2 |
| RiverFront Investment Group, LLC added | 1,874,759 | $50M | 0.5% | 2026-Q2 |
| Vickerman Investment Advisors, Inc. added | 1,847,265 | $49M | 0.5% | 2026-Q2 |
| Ritter Daniher Financial Advisory LLC / DE added | 1,813,823 | $48M | 0.5% | 2026-Q2 |
| GeoWealth Management, LLC added | 1,809,414 | $48M | 0.5% | 2026-Q2 |
| Stratos Investment Management, LLC trimmed | 1,806,183 | $48M | 0.5% | 2026-Q2 |
| Kensington Asset Management, LLC added | 1,740,431 | $46M | 0.5% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 1,732,584 | $46M | 0.5% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 1,725,345 | $46M | 0.5% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 1,718,818 | $46M | 0.5% | 2026-Q2 |
| Waterway Wealth Management, LLC added | 1,712,385 | $43M | 0.5% | 2026-Q2 |
| Sunflower Bank, N.A. added | 1,702,327 | $45M | 0.5% | 2026-Q2 |
| HUB Investment Partners, LLC added | 1,700,919 | $45M | 0.5% | 2026-Q2 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV added | 1,616,850 | $43M | 0.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 1,607,750 | $43M | 0.5% | 2026-Q2 |
| NOVEM GROUP added | 1,573,225 | $42M | 0.4% | 2026-Q2 |
| RFG Holdings, Inc. added | 1,572,195 | $42M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 1,545,743 | $41M | 0.4% | 2026-Q2 |
| RFG Advisory, LLC added | 1,516,100 | $40M | 0.4% | 2026-Q2 |
| Stonebridge Financial Group, LLC added | 1,495,959 | $40M | 0.4% | 2026-Q2 |
| Wall Capital Group, Inc. added | 1,437,849 | $38M | 0.4% | 2026-Q2 |
| Annex Advisory Services, LLC added | 1,344,720 | $36M | 0.4% | 2026-Q2 |
| Crestmont Private Wealth LLC added | 1,336,497 | $35M | 0.4% | 2026-Q2 |
| Sheridan Capital Management, LLC added | 1,335,771 | $35M | 0.4% | 2026-Q2 |
| Aprio Wealth Management, LLC added | 1,335,187 | $35M | 0.4% | 2026-Q2 |
| Wealth Alliance Advisory Group, LLC added | 1,331,309 | $35M | 0.4% | 2026-Q2 |
| D.B. Root & Company, LLC added | 1,320,319 | $35M | 0.4% | 2026-Q2 |
| Mutual Advisors, LLC added | 1,291,743 | $34M | 0.4% | 2026-Q2 |
| Cardinal Point Capital Management ULC added | 1,268,316 | $34M | 0.4% | 2026-Q2 |
| Continuum Advisory, LLC added | 1,230,054 | $33M | 0.3% | 2026-Q2 |
| Mariner, LLC added | 1,224,956 | $32M | 0.3% | 2026-Q2 |
| Heirloom Wealth Management new | 1,214,464 | $32M | 0.3% | 2026-Q2 |
| Bridgewealth Advisory Group, LLC added | 1,201,920 | $32M | 0.3% | 2026-Q2 |
| CORRECT CAPITAL WEALTH MANAGEMENT added | 1,162,951 | $31M | 0.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 1,162,002 | $31M | 0.3% | 2026-Q2 |
| Allen Capital Group, LLC added | 1,157,019 | $31M | 0.3% | 2026-Q2 |
| Intrua Financial, LLC added | 1,150,669 | $31M | 0.3% | 2026-Q2 |
| Berger Financial Group, Inc trimmed | 1,143,208 | $30M | 0.3% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 1,082,344 | $29M | 0.3% | 2026-Q2 |
| Pictet North America Advisors SA trimmed | 1,054,118 | $28M | 0.3% | 2026-Q2 |
| Drake & Associates, LLC added | 1,036,295 | $27M | 0.3% | 2026-Q2 |
| Mason & Associates, LLC added | 1,026,348 | $27M | 0.3% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 1,025,937 | $27M | 0.3% | 2026-Q2 |
| Essex Financial Services, Inc. added | 998,121 | $26M | 0.3% | 2026-Q2 |
| EnRich Financial Partners LLC added | 973,138 | $26M | 0.3% | 2026-Q2 |
| Sanchez Wealth Management Group added | 962,189 | $26M | 0.3% | 2026-Q2 |
| Gemmer Asset Management LLC added | 957,658 | $25M | 0.3% | 2026-Q2 |
| Creative Capital Management Investments LLC added | 952,568 | $25M | 0.3% | 2026-Q2 |
| VANCE WEALTH, LLC new | 944,426 | $25M | 0.3% | 2026-Q2 |
| RAINEY & RANDALL WEALTH ADVISORS INC. added | 938,524 | $25M | 0.3% | 2026-Q2 |
| Welch Group, LLC added | 913,614 | $24M | 0.3% | 2026-Q2 |
| Larson Financial Group LLC added | 909,398 | $24M | 0.3% | 2026-Q2 |
| Members Advisory Group LLC added | 909,360 | $24M | 0.3% | 2026-Q2 |
| ECLECTIC ASSOCIATES INC /ADV added | 908,395 | $24M | 0.3% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 889,771 | $24M | 0.3% | 2026-Q2 |
| MinichMacGregor Wealth Management, LLC added | 883,704 | $23M | 0.3% | 2026-Q2 |
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.