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PIMCO Active Bond Exchange-Traded Fund
BOND

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 367 M +USD 20.4 M +221,566 +6%
LPL Financial
2
LPL Financial
California
USD 353 M +USD 37.4 M +406,647 +12%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
USD 265 M +USD 23.7 M +257,231 +10%
Raymond James Financial
4
Raymond James Financial
Florida
USD 257 M +USD 91.5 M +994,053 +55%
Wells Fargo
5
Wells Fargo
California
USD 207 M +USD 1.44 M +15,648 +0.7%
AE Wealth Management
6
AE Wealth Management
Kansas
USD 170 M -USD 4.54 M -49,316 -3%
Bank of America
7
Bank of America
North Carolina
USD 170 M +USD 19.7 M +213,654 +13%
OneDigital Investment Advisors
8
OneDigital Investment Advisors
Kansas
USD 169 M +USD 7.81 M +84,786 +5%
Osaic Holdings
9
Osaic Holdings
Arizona
USD 166 M +USD 9.08 M +98,644 +6%
Tectonic Advisors
10
Tectonic Advisors
Texas
USD 154 M +USD 4.3 M +46,685 +3%
NewEdge Advisors
11
NewEdge Advisors
Louisiana
USD 136 M +USD 12.7 M +137,905 +10%
Koss-Olinger Consulting
12
Koss-Olinger Consulting
Florida
USD 124 M +USD 7.42 M +80,646 +6%
Waverly Advisors
13
Waverly Advisors
Alabama
USD 123 M +USD 28.6 M +310,172 +30%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
USD 119 M +USD 16.5 M +179,064 +16%
Sand Hill Global Advisors
15
Sand Hill Global Advisors
California
USD 115 M +USD 16.5 M +178,820 +17%
JP Morgan Chase
16
JP Morgan Chase
New York
USD 108 M +USD 25.3 M +275,052 +31%
Heirloom Wealth Management
17
Heirloom Wealth Management
Colorado
USD 107 M +USD 12.6 M +136,695 +13%
Great Valley Advisor Group
18
Great Valley Advisor Group
Delaware
USD 91.4 M +USD 3.24 M +35,191 +4%
UBS Group
19
UBS Group
Switzerland
USD 87.3 M +USD 3.24 M +35,151 +4%
CreativeOne Wealth
20
CreativeOne Wealth
Kansas
USD 83.5 M +USD 6.43 M +69,885 +8%
Gotham Asset Management
21
Gotham Asset Management
New York
USD 73.7 M +USD 14.3 M +155,569 +24%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
USD 60.3 M +USD 1.12 M +12,163 +2%
Buck Wealth Strategies
23
Buck Wealth Strategies
Colorado
USD 60.1 M +USD 2.13 M +23,143 +4%
VIA
24
Vickerman Investment Advisors
Washington
USD 59 M -USD 9.05 M -98,286 -13%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
USD 59 M +USD 13.5 M +146,728 +30%
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