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icono de LONZ

PIMCO Senior Loan Active Exchange-Traded Fund
LONZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Allianz Asset Management
1
Allianz Asset Management
Germany
USD 160 M +USD 30 M +606,623 +23%
Harel Insurance Investments & Financial Services
2
Harel Insurance Investments & Financial Services
Israel
USD 114 M +USD 115 M +2,320,000 Nuevas
LPL Financial
3
LPL Financial
California
USD 25.4 M +USD 3.73 M +75,440 +17%
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
USD 19.7 M – – –
FWP
5
Flatrock Wealth Partners
California
USD 11.7 M +USD 751 k +15,195 +7%
CAP
6
Cordoba Advisory Partners
New York
USD 8.47 M +USD 151 k +3,048 +2%
Gradient Investments
7
Gradient Investments
Minnesota
USD 7.87 M +USD 247 k +5,003 +3%
McAdam LLC
8
McAdam LLC
Pennsylvania
USD 5.71 M +USD 5.72 M +115,747 Nuevas
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
USD 5.45 M +USD 604 k +12,211 +12%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
USD 4.73 M +USD 394 k +7,966 +9%
MAWAG
11
Mid-American Wealth Advisory Group
Missouri
USD 4.32 M -USD 293 k -5,924 -6%
Atria Investments
12
Atria Investments
North Carolina
USD 4.08 M +USD 4.08 M +82,650 Nuevas
Mariner
13
Mariner
Kansas
USD 3.59 M +USD 3.6 M +72,765 Nuevas
Brighton Jones LLC
14
Brighton Jones LLC
Washington
USD 3.06 M +USD 2.87 M +58,051 +1,429%
RWIA
15
Roger Wittlin Investment Advisory
California
USD 3 M -USD 354 k -7,163 -11%
JWCA
16
J.W. Cole Advisors
Florida
USD 2.84 M +USD 373 k +7,549 +15%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
USD 2.66 M +USD 169 k +3,427 +7%
L & S Advisors
18
L & S Advisors
California
USD 2.41 M +USD 169 k +3,422 +8%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
USD 2.12 M +USD 135 k +2,732 +7%
Simplicity Wealth
20
Simplicity Wealth
New Jersey
USD 1.96 M -USD 560 k -11,338 -22%
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
USD 1.91 M +USD 1.36 M +27,482 +246%
Hilltop Holdings
22
Hilltop Holdings
Texas
USD 1.78 M +USD 173 k +3,494 +11%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
USD 1.45 M +USD 697 k +14,099 +92%
Clearstead Advisors
24
Clearstead Advisors
Ohio
USD 1.36 M +USD 1.36 M +27,551 Nuevas
Armstrong Advisory Group
25
Armstrong Advisory Group
Massachusetts
USD 1.33 M +USD 168 k +3,405 +14%
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