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PIMCO Senior Loan Active Exchange-Traded Fund
LONZ

Name Holding Trade Value Shares
Change 		Change in
Stake
Allianz Asset Management
1
Allianz Asset Management
Germany
$79.4M +$60.2M +1,202,200 +319%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$41.6M +$41.4M +826,457 New
AWMS
3
Advocacy Wealth Management Services
Georgia
$26.2M -$23.8M -475,584 -48%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.77M +$1.45M +29,035 +20%
RWIA
5
Roger Wittlin Investment Advisory
California
$8M +$169K +3,368 +2%
EW
6
Evoke Wealth
California
$8M +$7.96M +159,121 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.32M -$2.14M -42,767 -23%
TW
8
Transform Wealth
Colorado
$7.22M +$2.17M +43,457 +43%
AI
9
Atria Investments
North Carolina
$6.86M +$3.21M +64,166 +89%
SMM
10
Stadion Money Management
Georgia
$6.78M +$6.75M +134,863 New
Mariner
11
Mariner
Kansas
$6.77M +$3.19M +63,648 +90%
Osaic Holdings
12
Osaic Holdings
Arizona
$6.55M +$5.33M +106,440 +448%
Jane Street
13
Jane Street
New York
$3.96M -$1.78M -35,546 -31%
OPAM
14
Ocean Park Asset Management
California
$3.76M +$3.74M +74,800 New
LAM
15
LifePro Asset Management
California
$3.45M +$1.03M +20,676 +43%
LPL Financial
16
LPL Financial
California
$2.9M +$2.57M +51,369 +828%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.06M +$146K +2,924 +8%
USCWA
18
U.S. Capital Wealth Advisors
Texas
$1.55M – – –
HH
19
Hilltop Holdings
Texas
$1.13M +$41.4K +827 +4%
JWCA
20
J.W. Cole Advisors
Florida
$673K +$669K +13,371 New
PF
21
Parker Financial
Washington
$530K +$527K +10,532 New
CAN
22
Cetera Advisor Networks
California
$449K +$2.05K +41 +0.5%
SPC
23
Sigma Planning Corp
Michigan
$293K +$292K +5,833 New
JP Morgan Chase
24
JP Morgan Chase
New York
$290K +$288K +5,745 +38,300%
NGA
25
Naples Global Advisors
Florida
$270K +$12.5K +250 +5%
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