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PIMCO Active Bond Exchange-Traded Fund
BOND

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$101M +$5.63M +51,386 +6%
Wells Fargo
2
Wells Fargo
California
$94.8M +$977K +8,921 +1%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$86.6M – – –
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$75.5M +$19.4M +177,187 +36%
BCI
5
Brinker Capital Investments
Pennsylvania
$75.4M -$1.26M -11,492 -2%
Bank of America
6
Bank of America
North Carolina
$62.7M +$9.4M +85,842 +18%
KFA
7
Kays Financial Advisory
Georgia
$58.8M +$1.95M +17,802 +3%
JP Morgan Chase
8
JP Morgan Chase
New York
$57.3M +$21.4M +194,989 +61%
LPL Financial
9
LPL Financial
California
$42.1M +$5.95M +54,290 +17%
YAL
10
Your Advocates Ltd
Texas
$38.1M +$25.1M +229,497 +208%
UBS Group
11
UBS Group
Switzerland
$37.4M +$4.34M +39,669 +13%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$34.5M -$3.51M -32,089 -9%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$34.2M +$15.1M +137,431 +81%
Osaic Holdings
14
Osaic Holdings
Arizona
$33.2M -$99.3M -906,326 -75%
WP
15
WealthPLAN Partners
Nebraska
$32.2M +$587K +5,360 +2%
Stifel Financial
16
Stifel Financial
Missouri
$28.9M +$1.1M +10,032 +4%
SS
17
Simplicity Solutions
Minnesota
$27M +$20.2M +184,564 +323%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$26.5M +$7.4M +67,594 +40%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$24.4M +$4.98M +45,447 +26%
JWBC
20
John W. Brooker & Co
California
$23.2M -$1.68M -15,300 -7%
RJA
21
Raymond James & Associates
Florida
$23M +$8.28M +75,620 +58%
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$21.7M +$8.37M +76,400 +65%
PIN
23
Prudent Investors Network
California
$21.7M +$4.53M +41,374 +27%
AWM
24
AE Wealth Management
Kansas
$21.4M +$20.7M +188,740 +6,843%
SC
25
Scotia Capital
Ontario, Canada
$21.2M -$226K -2,063 -1%
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