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PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD

Name Holding Trade Value Shares
Change 		Change in
Stake
Allianz Asset Management
1
Allianz Asset Management
Germany
$65.7M -$7.34M -143,493 -10%
GI
2
Gradient Investments
Minnesota
$54.1M +$2.17M +42,377 +4%
AIMU
3
Allianz Investment Management US
Minnesota
$18.6M – – –
LPL Financial
4
LPL Financial
California
$15.1M -$974K -19,050 -6%
OIA
5
OneDigital Investment Advisors
Kansas
$6.23M +$1.66M +32,519 +37%
VWA
6
Visionary Wealth Advisors
Illinois
$4.88M -$965K -18,874 -17%
GVAG
7
Great Valley Advisor Group
Delaware
$4.77M +$1.25M +24,487 +36%
SF
8
Summit Financial
New Jersey
$2.31M +$2.28M +44,543 New
IWC
9
Integrated Wealth Concepts
Massachusetts
$1.77M +$1.75M +34,168 New
BFA
10
Brown Financial Advisors
Ohio
$1.72M +$52.8K +1,033 +3%
SCM
11
SOL Capital Management
Maryland
$1.71M +$49.1K +960 +3%
HighTower Advisors
12
HighTower Advisors
Illinois
$1.56M +$10.1K +197 +0.7%
Mariner
13
Mariner
Kansas
$1.18M +$8.79K +172 +0.8%
NA
14
NewEdge Advisors
Louisiana
$1.16M -$799K -15,629 -41%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.1M +$527K +10,313 +94%
PW
16
Paladin Wealth
Minnesota
$1.04M +$3.12K +61 +0.3%
JP Morgan Chase
17
JP Morgan Chase
New York
$1.01M +$996K +19,486 +44,286%
MFS
18
Mattson Financial Services
Michigan
$828K +$19.6K +383 +2%
MCA
19
Magnolia Capital Advisors
Mississippi
$791K -$277K -5,411 -26%
AWM
20
AE Wealth Management
Kansas
$580K -$43K -840 -7%
AWA
21
A4 Wealth Advisors
North Carolina
$504K +$497K +9,721 New
Jane Street
22
Jane Street
New York
$487K +$481K +9,409 New
FSWA
23
Financial Synergies Wealth Advisors
Texas
$470K +$91.5K +1,789 +25%
MWM
24
MinichMacGregor Wealth Management
New York
$306K -$85.1K -1,665 -22%
GRP
25
Global Retirement Partners
California
$102K -$2.35K -46 -2%
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