We are live on ! Find out more
BOND icon

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
$356M -$26.5M -291,554 -7%
Morgan Stanley
2
Morgan Stanley
New York
$258M -$31.4M -344,819 -11%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$201M -$17.8M -195,912 -8%
LPL Financial
4
LPL Financial
California
$191M +$24.4M +267,938 +15%
Osaic Holdings
5
Osaic Holdings
Arizona
$158M +$2.98M +32,728 +2%
TA
6
Tectonic Advisors
Texas
$147M -$2.63M -28,876 -2%
Wells Fargo
7
Wells Fargo
California
$130M -$9.06M -99,624 -7%
OIA
8
OneDigital Investment Advisors
Kansas
$123M +$5.45M +59,873 +5%
Bank of America
9
Bank of America
North Carolina
$99.8M +$6.8M +74,769 +7%
UBS Group
10
UBS Group
Switzerland
$87M +$6.51M +71,545 +8%
NA
11
NewEdge Advisors
Louisiana
$81.7M +$5.05M +55,560 +7%
GVAG
12
Great Valley Advisor Group
Delaware
$81.6M +$80.6M +885,438 New
AWM
13
AE Wealth Management
Kansas
$75.4M +$15.6M +171,810 +27%
CW
14
CreativeOne Wealth
Kansas
$69.3M -$1.17M -12,829 -2%
JP Morgan Chase
15
JP Morgan Chase
New York
$62.5M +$4.27M +46,885 +7%
KOC
16
Koss-Olinger Consulting
Florida
$60.8M -$1.87M -20,592 -3%
VIA
17
Vickerman Investment Advisors
Washington
$59.1M +$2.78M +30,605 +5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$52.9M -$885K -9,724 -2%
SHGA
19
Sand Hill Global Advisors
California
$48.9M +$2.04M +22,371 +4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$46M -$4.5M -49,474 -9%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$45.6M +$12.4M +136,707 +38%
CIA
22
Concurrent Investment Advisors
Florida
$45.2M +$3.85M +42,278 +9%
Raymond James Financial
23
Raymond James Financial
Florida
$44.9M -$27.3M -300,417 -38%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$42M -$4.86M -53,417 -10%
HWM
25
Heirloom Wealth Management
Colorado
$40.8M +$40.2M +442,263 New
1
2 3 4 5