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icono de LDUR

PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Fidelity Investments
1
Fidelity Investments
Massachusetts
USD 239 M +USD 54.9 M +575,120 +30%
Advocacy Wealth Management Services
2
Advocacy Wealth Management Services
Georgia
USD 107 M +USD 3.3 M +34,527 +3%
LPL Financial
3
LPL Financial
California
USD 71.3 M -USD 25.7 M -268,810 -27%
Wells Fargo
4
Wells Fargo
California
USD 54.5 M +USD 5.15 M +53,955 +10%
Bank of America
5
Bank of America
North Carolina
USD 42.2 M +USD 1.7 M +17,751 +4%
TD Capital Management
6
TD Capital Management
Tennessee
USD 42.1 M +USD 381 k +3,987 +0.9%
Morgan Stanley
7
Morgan Stanley
New York
USD 37.7 M +USD 19.4 k +203 +0.1%
Great Valley Advisor Group
8
Great Valley Advisor Group
Delaware
USD 35.4 M +USD 2.56 M +26,806 +8%
JP Morgan Chase
9
JP Morgan Chase
New York
USD 31.7 M +USD 4.44 M +46,489 +16%
KFG
10
Kelly Financial Group
Connecticut
USD 28.6 M +USD 1.59 M +16,665 +6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
USD 25 M -USD 14.4 M -150,666 -37%
OCFG
12
O'Connor Financial Group
Illinois
USD 19.4 M -USD 2.72 M -28,488 -12%
Beacon Capital Management Inc (Ohio)
13
Beacon Capital Management Inc (Ohio)
Ohio
USD 18.6 M +USD 152 k +1,588 +0.8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
USD 16.1 M +USD 542 k +5,676 +3%
OneDigital Investment Advisors
15
OneDigital Investment Advisors
Kansas
USD 14.9 M +USD 1.32 M +13,861 +10%
HighTower Advisors
16
HighTower Advisors
Illinois
USD 12.8 M -USD 236 k -2,469 -2%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
USD 11.9 M +USD 1.88 M +19,669 +19%
UBS Group
18
UBS Group
Switzerland
USD 9.9 M -USD 547 k -5,726 -5%
Visionary Wealth Advisors
19
Visionary Wealth Advisors
Illinois
USD 8.85 M +USD 304 k +3,183 +4%
Gateway Wealth Partners
20
Gateway Wealth Partners
Wisconsin
USD 8.64 M -USD 8.18 M -85,609 -49%
Exchange Traded Concepts
21
Exchange Traded Concepts
Oklahoma
USD 8.48 M +USD 853 k +8,934 +11%
TCFP
22
Treasure Coast Financial Planning
Florida
USD 8.22 M +USD 497 k +5,202 +6%
Valley National Advisers
23
Valley National Advisers
Pennsylvania
USD 7.65 M +USD 1.61 M +16,844 +27%
Dynamic Advisor Solutions
24
Dynamic Advisor Solutions
Arizona
USD 7.44 M +USD 735 k +7,694 +11%
CWM
25
CarsonAllaria Wealth Management
Illinois
USD 7.11 M +USD 726 k +7,601 +11%
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