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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$668K +$248K +4,625 +59%
FBT
27
Founders Bank & Trust
Michigan
$638K
SC
28
SouthState Corp
Florida
$623K -$98.4K -1,835 -14%
JP Morgan Chase
29
JP Morgan Chase
New York
$622K -$16.7K -312 -3%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$585K +$584K +10,900 New
OC
31
Oppenheimer & Co
New York
$580K +$5.36K +100 +0.9%
TIM
32
Tortoise Investment Management
New York
$543K +$382K +7,120 +237%
PAG
33
Pinnacle Advisory Group
Maryland
$525K
CWM
34
Cabot Wealth Management
Massachusetts
$505K -$5.36K -100 -1%
TNBTD
35
Trustmark National Bank Trust Department
Mississippi
$324K +$10.7K +200 +3%
PCMC
36
Paragon Capital Management (Colorado)
Colorado
$321K
Creative Planning
37
Creative Planning
Kansas
$306K +$35.4K +661 +13%
SFM
38
Signature Financial Management
Virginia
$293K +$28.7K +535 +11%
AT
39
Arden Trust
Delaware
$272K
MC
40
Moors & Cabot
Massachusetts
$254K +$25.8K +482 +11%
FBNAT
41
FirstMerit Bank N.A. Trustee
Ohio
$244K +$244K +4,545 New
AIG
42
American International Group
New York
$214K +$5.36K +100 +3%
JIR
43
James Investment Research
Ohio
$125K
Deutsche Bank
44
Deutsche Bank
Germany
$111K
MFS
45
MSI Financial Services
Massachusetts
$92K +$54 +1 +0.1%
NES
46
New England Securities
New York
$60K +$18.8K +350 +45%
NPC
47
National Planning Corporation
California
$54K +$53.7K +1,001 New
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$54K
PSI
49
Pinnacle Summer Investments
Virginia
$54K +$8.52K +159 +19%
BC
50
Bartlett & Co
Ohio
$25K