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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
$108M +$27.6M +550,200 +35%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$47.3M +$5.56M +110,959 +13%
AWMS
3
Advocacy Wealth Management Services
Georgia
$33.9M +$7.48M +149,100 +29%
RWIA
4
Roger Wittlin Investment Advisory
California
$8.2M +$166K +3,302 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.16M +$818K +16,318 +11%
LAM
6
LifePro Asset Management
California
$3.96M +$489K +9,754 +14%
OPAM
7
Ocean Park Asset Management
California
$3.78M – – –
LPL Financial
8
LPL Financial
California
$2.64M -$262K -5,219 -9%
Jane Street
9
Jane Street
New York
$2.48M -$1.49M -29,619 -38%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.47M +$401K +7,995 +20%
TW
11
Transform Wealth
Colorado
$1.64M -$5.58M -111,254 -77%
USCWA
12
U.S. Capital Wealth Advisors
Texas
$1.5M -$55.2K -1,100 -4%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$1.38M +$1.39M +27,815 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.34M -$7.41M -147,806 -85%
HH
15
Hilltop Holdings
Texas
$1.15M +$22.6K +450 +2%
JWCA
16
J.W. Cole Advisors
Florida
$715K +$39.7K +791 +6%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$639K +$621K +12,388 +4,488%
Osaic Holdings
18
Osaic Holdings
Arizona
$600K -$5.93M -118,296 -91%
OMC
19
Old Mission Capital
Illinois
$596K +$592K +11,803 New
NGA
20
Naples Global Advisors
Florida
$467K +$192K +3,825 +71%
AAG
21
Armstrong Advisory Group
Massachusetts
$427K +$424K +8,461 New
AWA
22
Acorn Wealth Advisors
Michigan
$269K +$52.2K +1,042 +24%
Citadel Advisors
23
Citadel Advisors
Florida
$252K +$251K +4,999 New
CAN
24
Cetera Advisor Networks
California
$239K -$211K -4,208 -47%
FTUS
25
Flow Traders U.S.
New York
$218K – – –
1
2