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 59 institutions that hold shares in the stock, with a total of 10.2 Million shares, which have been reported (via 13F filing form) to have a value of $521 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 12, 2024 Q3 2024 |
4,323,800
shares
|
$221 Million
0.32% of portfolio
|
Q3 2024
Added 33.86%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,300,227
shares
|
$66.6 Million
0.14% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
718,799
shares
|
$36.8 Million
3.15% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
488,000
shares
|
$25 Million
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
322,930
shares
|
$16.5 Million
9.66% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
271,338
shares
|
$13.9 Million
0.06% of portfolio
|
Q3 2024
Added 100.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
260,850
shares
|
$13.4 Million
0.01% of portfolio
|
Q3 2024
Added 660.74%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
238,901
shares
|
$12.2 Million
3.41% of portfolio
|
Q4 2024
Reduced 12.88%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
219,205
shares
|
$11.2 Million
6.55% of portfolio
|
Q3 2024
Added 9.07%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
204,203
shares
|
$10.5 Million
0.6% of portfolio
|
Q4 2024
Added 351.8%
|
|
|
Astor Investment Management LLC
|
Jan 22, 2025 Q4 2024 |
190,329
shares
|
$9.75 Million
6.8% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
174,680
shares
|
$8.95 Million
0.0% of portfolio
|
Q3 2024
Added 21.02%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
168,292
shares
|
$8.62 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
164,784
shares
|
$8.44 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
155,874
shares
|
$7.98 Million
1.08% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
133,502
shares
|
$6.84 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
103,261
shares
|
$5.29 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
96,246
shares
|
$4.93 Million
0.02% of portfolio
|
Q3 2024
Added 32.41%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
91,042
shares
|
$4.66 Million
3.53% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
49,146
shares
|
$2.52 Million
0.53% of portfolio
|
Q4 2024
Added 36.95%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jan 13, 2025 Q4 2024 |
46,793
shares
|
$2.4 Million
1.41% of portfolio
|
Q4 2024
Added 57.86%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
40,567
shares
|
$2.08 Million
0.09% of portfolio
|
Q3 2024
Added 81.14%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
37,420
shares
|
$1.92 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%
|