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 69 institutions that hold shares in the stock, with a total of 13.3 Million shares, which have been reported (via 13F filing form) to have a value of $680 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
37,420
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2024
Added 23.83%
|
|
|
Kensington Asset Management, LLC
Austin, TX |
Nov 13, 2024 Q3 2024 |
33,476
shares
|
$1.71 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
29,927
shares
|
$1.53 Million
0.18% of portfolio
|
Q3 2024
Added 28.12%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
29,700
shares
|
$1.52 Million
0.05% of portfolio
|
Q2 2024
Reduced 60.29%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
28,380
shares
|
$1.45 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Jan 27, 2025 Q4 2024 |
27,189
shares
|
$1.39 Million
0.61% of portfolio
|
Q4 2024
Added 352.47%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
27,171
shares
|
$1.39 Million
0.09% of portfolio
|
Q3 2024
Added 13.32%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
24,130
shares
|
$1.23 Million
1.0% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
19,000
shares
|
$971,660
0.08% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
18,743
shares
|
$958,517
0.21% of portfolio
|
Q4 2024
Added 10.68%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
18,195
shares
|
$930,492
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
18,053
shares
|
$923,230
0.0% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
13,826
shares
|
$707,061
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
12,525
shares
|
$640,528
0.06% of portfolio
|
Q4 2024
Added 17.88%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
9,795
shares
|
$500,916
0.01% of portfolio
|
Q3 2024
Added 25.95%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
9,471
shares
|
$484,346
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
9,142
shares
|
$467,521
0.0% of portfolio
|
Q3 2024
Reduced 53.13%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
8,643
shares
|
$442,003
0.06% of portfolio
|
Q3 2024
Reduced 17.01%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
8,141
shares
|
$416,330
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
7,776
shares
|
$397,664
0.0% of portfolio
|
Q3 2024
Added 19.36%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
7,224
shares
|
$369,435
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
7,025
shares
|
$359,258
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
6,952
shares
|
$355,525
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
6,866
shares
|
$351,127
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
6,607
shares
|
$337,881
0.15% of portfolio
|
Q4 2024
Reduced 0.63%
|