Institutional Ownership Pimco ETF Tr Sr Ln Active Exch (LONZ)
This table provides information about the institutional ownership of Pimco ETF Tr Sr Ln Active Exch (LONZ). We have compiled data on the 83 institutions that hold shares in the stock, with a total of 14.7 Million shares, which have been reported (via 13F filing form) to have a value of $748 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
6,634,525
shares
|
$336 Million
0.47% of portfolio
|
Q4 2024
Added 53.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,300,227
shares
|
$65.9 Million
0.14% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jan 31, 2025 Q4 2024 |
850,000
shares
|
$43.1 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Advocacy Wealth Management Services, LLC
|
Feb 14, 2025 Q4 2024 |
729,403
shares
|
$37 Million
3.05% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
488,000
shares
|
$24.7 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
423,135
shares
|
$21.5 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
322,930
shares
|
$16.4 Million
9.66% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
307,479
shares
|
$15.6 Million
0.01% of portfolio
|
Q4 2024
Added 17.88%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
299,886
shares
|
$15.2 Million
0.2% of portfolio
|
Q4 2024
Added 78.19%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Feb 12, 2025 Q4 2024 |
284,572
shares
|
$14.4 Million
8.26% of portfolio
|
Q4 2024
Added 29.82%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
272,600
shares
|
$13.8 Million
0.0% of portfolio
|
Q4 2024
Added 1410.0%
|
|
|
Kensington Asset Management, LLC
Austin, TX |
Feb 13, 2025 Q4 2024 |
265,476
shares
|
$13.5 Million
0.8% of portfolio
|
Q4 2024
Added 693.03%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
238,901
shares
|
$12.1 Million
3.41% of portfolio
|
Q4 2024
Reduced 12.88%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
210,283
shares
|
$10.7 Million
0.02% of portfolio
|
Q4 2024
Added 27.61%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
204,203
shares
|
$10.4 Million
0.6% of portfolio
|
Q4 2024
Added 351.8%
|
|
|
Astor Investment Management LLC
|
Jan 22, 2025 Q4 2024 |
190,329
shares
|
$9.65 Million
6.8% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
161,654
shares
|
$8.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.46%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
160,253
shares
|
$8.12 Million
1.14% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
137,902
shares
|
$6.99 Million
0.9% of portfolio
|
Q4 2024
Added 360.79%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
133,502
shares
|
$6.77 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
98,413
shares
|
$4.99 Million
0.02% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
91,042
shares
|
$4.62 Million
3.53% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
89,693
shares
|
$4.55 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
69,465
shares
|
$3.52 Million
0.01% of portfolio
|
Q4 2024
Reduced 74.4%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
50,687
shares
|
$2.57 Million
0.79% of portfolio
|
Q4 2024
New holding
|