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 74 institutions that hold shares in the stock, with a total of 10.7 Million shares, which have been reported (via 13F filing form) to have a value of $541 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
4,764,259
shares
|
$240 Million
0.3% of portfolio
|
Q3 2025
Reduced 21.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
1,335,456
shares
|
$67.4 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
872,099
shares
|
$44 Million
2.32% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
State Of New Jersey Common Pension Fund D
|
Nov 07, 2025 Q3 2025 |
450,000
shares
|
$22.7 Million
0.09% of portfolio
|
Q3 2025
Reduced 47.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
398,964
shares
|
$20.1 Million
0.01% of portfolio
|
Q3 2025
Added 8.05%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
232,831
shares
|
$11.8 Million
6.7% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Oct 20, 2025 Q3 2025 |
208,900
shares
|
$10.5 Million
0.47% of portfolio
|
Q3 2025
Added 64.36%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
206,105
shares
|
$10.4 Million
1.15% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
193,456
shares
|
$9.76 Million
0.61% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
166,543
shares
|
$8.41 Million
0.1% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
154,678
shares
|
$7.81 Million
0.01% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
147,069
shares
|
$7.42 Million
0.16% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
146,248
shares
|
$7.38 Million
0.03% of portfolio
|
Q3 2025
Added 14.22%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
137,396
shares
|
$6.93 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
130,706
shares
|
$6.6 Million
0.75% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
127,724
shares
|
$6.45 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
91,042
shares
|
$4.59 Million
3.53% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 20, 2025 Q3 2025 |
88,078
shares
|
$4.45 Million
2.01% of portfolio
|
Q3 2025
Added 9.73%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
87,328
shares
|
$4.41 Million
0.0% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
85,103
shares
|
$4.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
83,843
shares
|
$4.23 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
83,323
shares
|
$4.21 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
54,150
shares
|
$2.73 Million
0.05% of portfolio
|
Q3 2025
Added 10.95%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
53,484
shares
|
$2.7 Million
0.41% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
46,657
shares
|
$2.35 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|