We are live on ! Find out more
PYLD icon

PIMCO Multi Sector Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$665M +$52M +1,970,786 +9%
Charles Schwab
2
Charles Schwab
California
$621M +$222M +8,390,698 +56%
Morgan Stanley
3
Morgan Stanley
New York
$616M +$58.9M +2,230,152 +11%
LPL Financial
4
LPL Financial
California
$567M +$88.7M +3,357,785 +19%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$359M +$41.5M +1,570,862 +13%
SFA
6
Sequoia Financial Advisors
Ohio
$329M +$37.1M +1,406,458 +13%
HighTower Advisors
7
HighTower Advisors
Illinois
$305M +$18.9M +717,641 +7%
Wells Fargo
8
Wells Fargo
California
$261M +$78.1M +2,957,222 +43%
Raymond James Financial
9
Raymond James Financial
Florida
$211M +$27.6M +1,046,885 +15%
ACM
10
Advance Capital Management
Michigan
$201M +$12.2M +462,839 +7%
AWM
11
AE Wealth Management
Kansas
$198M -$13M -493,728 -6%
PFA
12
Pure Financial Advisors
California
$193M +$192M +7,290,629 New
RPGK
13
Retirement Planning Group (Kansas)
Kansas
$190M +$18.7M +709,528 +11%
NA
14
NewEdge Advisors
Louisiana
$171M +$22.2M +839,295 +15%
UBS Group
15
UBS Group
Switzerland
$149M +$23.3M +881,617 +19%
WWA
16
WCG Wealth Advisors
Nevada
$143M +$53.1M +2,010,159 +59%
UCFA
17
United Capital Financial Advisors
Texas
$137M +$15.1M +570,462 +12%
State of New Jersey Common Pension Fund D
18
State of New Jersey Common Pension Fund D
New Jersey
$119M +$59.4M +2,250,000 +100%
WA
19
Waverly Advisors
Alabama
$117M +$116M +4,404,062 +32,510%
DWM
20
Destination Wealth Management
California
$113M +$28.6M +1,081,592 +34%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$110M +$33.1M +1,254,065 +43%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$108M +$50.4M +1,907,921 +88%
AWMS
23
Advocacy Wealth Management Services
Georgia
$107M +$3.07M +116,237 +3%
KF
24
Krilogy Financial
Missouri
$107M +$7.33M +277,434 +7%
SFG
25
SNS Financial Group
Minnesota
$96.5M +$96.1M +3,639,240 New