We are live on ! Find out more
LONZ icon

PIMCO Senior Loan Active Exchange-Traded Fund
LONZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
26
Armstrong Advisory Group
Massachusetts
$1.16M +$120K +2,368 +11%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.16M -$3.14M -62,125 -73%
TCWM
28
Total Clarity Wealth Management
Illinois
$1.14M +$315K +6,227 +38%
CCFM
29
Clear Creek Financial Management
Washington
$1.13M +$823K +16,268 +259%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$978K -$3.23M -63,866 -77%
NGA
31
Naples Global Advisors
Florida
$914K +$214K +4,225 +31%
UBS Group
32
UBS Group
Switzerland
$852K +$601K +11,875 +234%
AWM
33
AE Wealth Management
Kansas
$811K +$24.5K +484 +3%
BI
34
Beckerman Institutional
New Jersey
$685K +$689K +13,617 New
CBA
35
Coastal Bridge Advisors
Connecticut
$644K +$67.3K +1,330 +12%
TAM
36
Titleist Asset Management
Texas
$588K +$10.1K +200 +2%
BFWM
37
Bright Futures Wealth Management
New York
$529K +$74K +1,462 +16%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$518K +$470K +9,281 +900%
IA
39
IFG Advisory
Georgia
$513K +$129K +2,551 +33%
VA
40
VestGen Advisors
Illinois
$481K +$1.52K +30 +0.3%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$471K -$57.6K -1,138 -11%
TA
42
Tactive Advisors
Florida
$348K -$70.4K -1,391 -17%
OMC
43
Old Mission Capital
Illinois
$339K +$342K +6,752 New
HI
44
Harbour Investments
Wisconsin
$327K -$8.91K -176 -3%
AWMS
45
Advocacy Wealth Management Services
Georgia
$309K -$43.8M -865,962 -99%
AWA
46
Acorn Wealth Advisors
Michigan
$291K -$8.96K -177 -3%
FIC
47
Family Investment Center
Missouri
$243K -$350K -6,911 -59%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$241K +$243K +4,795 New
LCGC
49
Legacy Capital Group California
California
$205K -$29.4K -580 -12%
Comerica Bank
50
Comerica Bank
Texas
$146K -$147K -2,902 -50%
1
2
3