We are live on ! Find out more
PMBS

PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1
Cresta Advisors
Texas
$7.84M +$7.84M +156,977 New
SIA
2
SkyView Investment Advisors
New Jersey
$6.71M +$6.71M +134,360 New
OIA
3
OneDigital Investment Advisors
Kansas
$6.71M +$6.71M +134,360 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.77M +$5.77M +115,558 New
HCM
5
Hollencrest Capital Management
California
$3.64M +$3.65M +73,013 New
LPL Financial
6
LPL Financial
California
$2.53M +$2.53M +50,604 New
MML Investors Services
7
MML Investors Services
Massachusetts
$1.34M +$1.35M +26,935 New
Wells Fargo
8
Wells Fargo
California
$777K +$778K +15,563 New
Prudential Financial
9
Prudential Financial
New Jersey
$744K +$745K +14,913 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$663K +$663K +13,273 New
SC
11
Sierra Capital
Florida
$658K +$658K +13,174 New
WCG
12
Weaver Consulting Group
California
$277K +$277K +5,552 New
Truist Financial
13
Truist Financial
North Carolina
$270K +$270K +5,408 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$218K +$218K +4,360 New
EW
15
Element Wealth
Mississippi
$145K +$145K +2,895 New
Morgan Stanley
16
Morgan Stanley
New York
$82.8K +$82.9K +1,659 New
UBS Group
17
UBS Group
Switzerland
$70.4K +$70.5K +1,411 New
IA
18
IFP Advisors
Florida
$27.5K +$27.5K +550 New
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$27K +$27.4K +549 New
NA
20
NewEdge Advisors
Louisiana
$24.2K +$24.2K +485 New
HGERS
21
Householder Group Estate & Retirement Specialist
Arizona
$23K +$23.3K +466 New
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$20.7K +$20.7K +415 New
Osaic Holdings
23
Osaic Holdings
Arizona
$11.3K +$11.3K +227 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$5K +$4.7K +94 New
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$1.1K +$1.1K +22 New
1
2