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PIMCO Active Bond Exchange-Traded Fund
BOND

Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$167M +$76.3M +691,462 +85%
Morgan Stanley
2
Morgan Stanley
New York
$126M -$3.28M -29,754 -3%
Wells Fargo
3
Wells Fargo
California
$116M -$2.04M -18,494 -2%
JP Morgan Chase
4
JP Morgan Chase
New York
$110M +$4.07M +36,911 +4%
BCI
5
Brinker Capital Investments
Pennsylvania
$90.1M -$1.56M -14,124 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$89.8M +$4.06M +36,795 +5%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$86.7M +$8.32M +75,412 +11%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$86.6M – – –
Bank of America
9
Bank of America
North Carolina
$64.1M -$2.61M -23,634 -4%
UBS Group
10
UBS Group
Switzerland
$61.6M +$9.5M +86,105 +18%
LPL Financial
11
LPL Financial
California
$59M +$2.37M +21,513 +4%
RJA
12
Raymond James & Associates
Florida
$48.4M +$2.3M +20,844 +5%
Osaic Holdings
13
Osaic Holdings
Arizona
$47.3M +$1.01M +9,146 +2%
CPWM
14
Cardinal Point Wealth Management
California
$36.8M +$486K +4,410 +1%
CW
15
CreativeOne Wealth
Kansas
$36.1M -$42.6M -386,512 -54%
Stifel Financial
16
Stifel Financial
Missouri
$35.1M +$1.3M +11,802 +4%
YAL
17
Your Advocates Ltd
Texas
$34.8M +$11M +99,361 +46%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$31.1M +$1.32M +12,002 +4%
WP
19
WealthPLAN Partners
Nebraska
$30.2M -$733K -6,648 -2%
GM
20
GeoWealth Management
Illinois
$27.6M +$3.03M +27,426 +12%
HGWM
21
Harvest Group Wealth Management
Massachusetts
$26.4M +$1.26M +11,404 +5%
HighTower Advisors
22
HighTower Advisors
Illinois
$26M +$536K +4,861 +2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$25.8M -$314K -2,850 -1%
SC
24
Scotia Capital
Ontario, Canada
$25.6M +$1.43M +12,958 +6%
EGWAG
25
Elwood & Goetz Wealth Advisory Group
Georgia
$24.4M +$3.12M +28,248 +15%
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