PYLD Institutional Ownership
Who owns PYLD and what the big funds did with it last quarter, from every SEC 13F filing. 693 funds reported holding PYLD at Jun 30, 2026.
- ▲516 buying vs 156 selling
- ▲Shares held by funds +19.0%
- ▲Funds holding +42
- ●Superinvestors: 1 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 693 | 651 | +6.5% |
| In funds' top 10 | 115 | 110 | +4.5% |
| 13F shares | 467M | 393M | +19.0% |
| Held by funds | – | – | – |
| New positions | 73 | 94 | −22.3% |
| Increased | 443 | 414 | +7.0% |
| Reduced | 118 | 106 | +11.3% |
| Sold out | 38 | 22 | +72.7% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in PYLD
All superinvestors →
Who owns PYLD
share of fund held shares- Index and passive funds5.0%
- Active managers and hedge funds69.2%
- Banks and brokers23.1%
- Pensions, insurers and other2.7%
The top 10 holders own 33.4% of all PYLD shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
422 funds changed their position- Ocean Park Asset Management, LLCSold out−3.3M sh
- Tanglewood Wealth Management, Inc.New+2M sh
- Cambridge Investment Research Advisors, Inc.Trimmed−1.8M sh
- Wealth Enhancement Advisory Services, LLCAdded+1.7M sh
- State of New Jersey Common Pension Fund DAdded+1.7M sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Bank of America Corp /de/ | – | 25.1M | $665M | +2M |
| 2 | Charles Schwab Investment Management Inc | – | 23.4M | $621M | +8.4M |
| 3 | Morgan Stanley | – | 23.2M | $616M | +2.2M |
| 4 | LPL Financial LLC | – | 21.4M | $567M | +3.4M |
| 5 | Envestnet Asset Management Inc | – | 13.6M | $359M | +1.6M |
| 6 | Sequoia Financial Advisors, LLC | – | 12.4M | $329M | +1.4M |
| 7 | HighTower Advisors, LLC | – | 11.5M | $305M | +718K |
| 8 | Wells Fargo & Company/mn | – | 9.9M | $261M | +3M |
| 9 | Raymond James Financial Inc | – | 7.9M | $211M | +1M |
| 10 | Advance Capital Management, Inc. | – | 7.6M | $201M | +463K |
- Charles Schwab Investment Management Inc+8.4M sh+$223M
- Pure Financial Advisors, LLC+7.3M sh+$193M
- Waverly Advisors, LLC+4.4M sh+$117M
- Bluespring Wealth Management, LLC+3.6M sh+$96.5M
- LPL Financial LLC+3.4M sh+$89M
- Ocean Park Asset Management, LLC+3.3M sh+$87M
- Wells Fargo & Company/mn+3M sh+$78.4M
- Modern Wealth Management, LLC+2.7M sh+$70.9M
- Jane Street Group, LLC−2.8M sh−$74.2M
- Independent Advisor Alliance−1.4M sh−$36.8M
- Proficio Capital Partners LLC−1.1M sh−$28.7M
- Citadel Advisors LLC−891K sh−$23.4M
- Susquehanna International Group, LLP−575K sh−$15.1M
- AE Wealth Management LLC−494K sh−$13.1M
- Gateway Wealth Partners, LLC−480K sh−$12.7M
- Smith, Moore & Co.−422K sh−$11.2M
PYLD institutional ownership FAQ
Who owns the most PYLD stock?
In Q2 2026 13F filings the largest holder of PYLD was Bank of America Corp /de/, followed by Charles Schwab Investment Management Inc and Morgan Stanley. Index fund managers are usually the biggest holders of large companies.
What percentage of PYLD is owned by institutions?
693 funds reported holding 467M PYLD shares at Jun 30, 2026.
Are hedge funds buying PYLD?
In Q2 2026, 516 funds bought PYLD (73 of them new positions) and 156 sold (38 sold out completely). Among well known investors, 1 added and 1 cut. Our fund sentiment for PYLD is bullish.
What is PYLD's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this PYLD ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.