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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
$127M +$3.68M +33,012 +3%
Wells Fargo
2
Wells Fargo
California
$116M +$9.91M +89,053 +9%
JP Morgan Chase
3
JP Morgan Chase
New York
$104M +$8.58M +77,063 +9%
BCI
4
Brinker Capital Investments
Pennsylvania
$90.4M +$1.66M +14,866 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$88.8M +$16.6M +149,446 +23%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$86.6M – – –
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$84.6M +$3.83M +34,367 +5%
CW
8
CreativeOne Wealth
Kansas
$77.9M +$16.3M +146,231 +26%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$77.3M +$75.4M +676,925 +2,344%
Bank of America
10
Bank of America
North Carolina
$65.8M +$1.75M +15,717 +3%
LPL Financial
11
LPL Financial
California
$55.8M +$6.36M +57,087 +13%
UBS Group
12
UBS Group
Switzerland
$51.4M +$3.31M +29,694 +7%
Osaic Holdings
13
Osaic Holdings
Arizona
$45.7M +$2.49M +22,359 +6%
RJA
14
Raymond James & Associates
Florida
$45.4M +$2.04M +18,323 +5%
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$39.3M +$8.13M +73,055 +26%
CPWM
16
Cardinal Point Wealth Management
California
$35.9M +$3.22M +28,942 +10%
Stifel Financial
17
Stifel Financial
Missouri
$33.3M -$648K -5,823 -2%
WP
18
WealthPLAN Partners
Nebraska
$30.7M -$4.54M -40,774 -13%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$29.4M +$4.07M +36,534 +16%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$25.8M +$207K +1,857 +0.8%
HighTower Advisors
21
HighTower Advisors
Illinois
$25.1M +$449K +4,034 +2%
HGWM
22
Harvest Group Wealth Management
Massachusetts
$25M +$2.09M +18,797 +9%
GM
23
GeoWealth Management
Illinois
$24.3M +$3.43M +30,788 +16%
SC
24
Scotia Capital
Ontario, Canada
$23.8M +$249K +2,238 +1%
YAL
25
Your Advocates Ltd
Texas
$23.5M +$7.38M +66,289 +45%
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