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PIMCO Active Bond Exchange-Traded Fund
BOND

Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$342M +$47.2M +505,632 +16%
Morgan Stanley
2
Morgan Stanley
New York
$265M -$7.83M -83,916 -3%
TA
3
Tectonic Advisors
Texas
$173M +$1.96M +20,982 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$148M +$10.9M +117,196 +8%
Wells Fargo
5
Wells Fargo
California
$143M +$29.1M +312,045 +26%
LPL Financial
6
LPL Financial
California
$121M +$34.4M +368,354 +41%
Osaic Holdings
7
Osaic Holdings
Arizona
$100M +$3.01M +32,261 +3%
OIA
8
OneDigital Investment Advisors
Kansas
$97M +$17.5M +187,822 +22%
Bank of America
9
Bank of America
North Carolina
$93.9M +$14.3M +153,494 +18%
UBS Group
10
UBS Group
Switzerland
$82.4M +$6.17M +66,058 +8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$54.3M +$391K +4,190 +0.7%
SHGA
12
Sand Hill Global Advisors
California
$50.5M +$1M +10,737 +2%
JP Morgan Chase
13
JP Morgan Chase
New York
$50.5M +$8.14M +87,231 +20%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$50.2M +$16.2M +173,144 +48%
NA
15
NewEdge Advisors
Louisiana
$43.7M +$1.41M +15,141 +3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$38.2M +$591K +6,333 +2%
RA
17
RFG Advisory
Alabama
$37M +$3.15M +33,791 +9%
SC
18
Scotia Capital
Ontario, Canada
$37M +$395K +4,232 +1%
PIN
19
Prudent Investors Network
California
$36.6M +$15.2M +162,509 +73%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$36.2M +$2.03M +21,716 +6%
AWM
21
AE Wealth Management
Kansas
$36M +$26.6M +285,459 +300%
RJA
22
Raymond James & Associates
Florida
$34M -$2.1M -22,505 -6%
SA
23
Sanctuary Advisors
Indiana
$31.8M +$30.6M +327,984 +1,647%
CW
24
CreativeOne Wealth
Kansas
$31.3M +$14.2M +151,951 +85%
CIA
25
Concurrent Investment Advisors
Florida
$31.1M +$1.71M +18,321 +6%
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