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Get Institutions for : 
Pimco Senior Loan Active Exchange-traded Fund (LONZ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 30    3
Total shares held : 
 4,597,282  
% of shares held : 
 51.08%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 -85,717  
% of shares held change : 
   -0.95%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 53,210
 1.16%
 
Increased Positions :
14
 870,134
 18.93%
 
Unchanged Positions :
3
 79,116
 1.72%
 
Decreased Positions :
7
-417,502
-9.08%
 
Closed Positions :
9
-591,559
-12.87%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ALLIANZ ASSET MANAGEMENT AG 114 - 2023-12-31 2,129,700 $107,507,000 550,200
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 166 - 2024-03-31 953,438 $48,768,000 16,022
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 12 - 2024-03-31 730,857 $37,383,000 59,956
   Roger Wittlin Investment Advisory LLC - 2023-12-31 162,423 $8,199,000 3,302
   ROYAL BANK OF CANADA 1567 - 2023-12-31 161,766 $8,165,000 16,318
   Family Investment Center Inc. 15 *New 2024-03-31 153,029 $7,827,000 153,029
   LifePro Asset Management 5 - 2024-03-31 86,548 $4,427,000 8,132
   Wright Fund Managment LLC - 2023-12-31 74,800 $3,776,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 934 - 2024-03-31 69,681 $3,564,000 20,766
   LPL FINANCIAL CORP 2147 - 2023-12-31 52,353 $2,643,000 -5,219
   JANE STREET GROUP LLC 2182 - 2023-12-31 49,119 $2,480,000 -29,619
   U.S. Capital Wealth Advisors LLC 270 - 2023-12-31 29,730 $1,501,000 -1,100
   BANK OF MONTREAL /CAN/ 1494 *New 2023-12-31 27,815 $1,382,000 27,815
   ENVESTNET ASSET MANAGEMENT INC 2701 - 2023-12-31 26,540 $1,340,000 -147,806
   Carnick & Kubik Group LLC 118 - 2024-03-31 24,508 $1,254,000 -7,825
   HILLTOP HOLDINGS INC. 197 - 2023-12-31 22,859 $1,154,000 450
   CWM LLC 911 - 2024-03-31 16,852 $862,000 4,188
   J.W. COLE ADVISORS INC. 377 - 2023-12-31 14,162 $715,000 791
   Advisor Group Holdings Inc. 2987 - 2023-12-31 11,894 $600,000 -118,296
   OLD MISSION CAPITAL LLC 559 *New 2023-12-31 11,803 $596,000 11,803
   Mid-American Wealth Advisory Group Inc. 24 *New 2024-03-31 9,398 $481,000 9,398
   NAPLES GLOBAL ADVISORS LLC 285 - 2023-12-31 9,200 $467,000 3,825
   ARMSTRONG ADVISORY GROUP INC 110 - 2024-03-31 8,461 $427,000 0
   SimpliFi Inc. 37 *New 2024-03-31 5,691 $291,000 5,691
   Acorn Wealth Advisors LLC 148 - 2024-03-31 5,526 $283,000 196
   CITADEL ADVISORS LLC 4225 *New 2023-12-31 4,999 $252,000 4,999
   FINANCIAL NETWORK 2391 - 2023-12-31 4,725 $239,000 -4,208
   FLOW TRADERS U.S. LLC 627 - 2023-12-31 4,316 $218,000 0
   BANK OF AMERICA CORP /DE/ 5056 - 2023-12-31 3,510 $177,000 3,510
   TD Waterhouse Canada Inc. 942 - 2023-12-31 1,000 $51,000 500
   MORGAN STANLEY 6504 *New 2023-12-31 130 $7,000 130
   J P MORGAN CHASE & CO 5817 *Closed 2023-12-31 0 $0 -5,760
   ATRIA INVESTMENTS LLC 930 *Closed 2023-12-31 0 $0 -136,347
   PROEQUITIES INC. 5276 - 2023-12-31 0 $0 0
   EVOKE WEALTH LLC 599 *Closed 2023-12-31 0 $0 -159,121
   FMR LLC 5197 *Closed 2023-12-31 0 $0 -16
   Sigma Planning Corp 1174 *Closed 2023-12-31 0 $0 -5,833
   MARINER WEALTH ADVISORS, LLC 3212 *Closed 2023-12-31 0 $0 -134,556
   MULTIFINANCIAL SECURITIES CORP 1838 *Closed 2023-12-31 0 $0 -4,531
   UBS Group AG 8655 *New 2023-12-31 2 $0 2
   PMFM INC. 29 *Closed 2023-12-31 0 $0 -134,863
  41 Records found
  1    
  Page 1 of 1
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