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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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
USD 1.19 M +USD 608 k +12,307 +104%
EFG
27
Elm3 Financial Group
Georgia
USD 1.08 M -USD 42.5 k -860 -4%
Clear Creek Financial Management
28
Clear Creek Financial Management
Washington
USD 1.06 M -USD 40.9 k -827 -4%
Naples Global Advisors
29
Naples Global Advisors
Florida
USD 1 M +USD 4.94 k +100 +0.5%
UBS Group
30
UBS Group
Switzerland
USD 997 k +USD 75.5 k +1,527 +8%
Coastal Bridge Advisors
31
Coastal Bridge Advisors
Connecticut
USD 918 k +USD 114 k +2,305 +14%
LWA
32
LifeGoal Wealth Advisors
New York
USD 841 k +USD 843 k +17,063 Nuevas
BI
33
Beckerman Institutional
New Jersey
USD 683 k – – –
MML Investors Services
34
MML Investors Services
Massachusetts
USD 673 k +USD 674 k +13,641 Nuevas
BFWM
35
Bright Futures Wealth Management
New York
USD 619 k +USD 73 k +1,477 +13%
AE Wealth Management
36
AE Wealth Management
Kansas
USD 552 k -USD 37.6 k -760 -6%
TWD
37
True Wealth Design
Ohio
USD 546 k +USD 547 k +11,074 Nuevas
Titleist Asset Management
38
Titleist Asset Management
Texas
USD 539 k +USD 21.8 k +442 +4%
Private Advisor Group
39
Private Advisor Group
New Jersey
USD 490 k +USD 228 k +4,607 +86%
TA
40
Tactive Advisors
Florida
USD 481 k +USD 47.2 k +956 +11%
Kensington Asset Management
41
Kensington Asset Management
Texas
USD 469 k +USD 470 k +9,509 Nuevas
VestGen Advisors
42
VestGen Advisors
Illinois
USD 404 k +USD 247 +5 +0.1%
TCWM
43
Total Clarity Wealth Management
Illinois
USD 368 k -USD 862 k -17,432 -70%
Tower Research Capital (TRC)
44
Tower Research Capital (TRC)
New York
USD 365 k +USD 364 k +7,373 +27,307%
Gateway Wealth Partners
45
Gateway Wealth Partners
Wisconsin
USD 293 k -USD 374 k -7,567 -56%
Harbour Investments
46
Harbour Investments
Wisconsin
USD 286 k – – –
AWA
47
Acorn Wealth Advisors
Michigan
USD 275 k -USD 7.56 k -153 -3%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
USD 242 k +USD 242 k +4,906 Nuevas
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
USD 215 k -USD 21.8 k -442 -9%
Family Investment Center
50
Family Investment Center
Missouri
USD 205 k +USD 3.81 k +77 +2%
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