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 |
|---|---|---|---|---|---|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
40,093
shares
|
$2.02 Million
1.68% of portfolio
|
Q3 2025
Reduced 13.99%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Nov 25, 2025 Q3 2025 |
35,795
shares
|
$1.81 Million
0.69% of portfolio
|
Q3 2025
Added 11.9%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
31,542
shares
|
$1.59 Million
0.09% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
20,762
shares
|
$1.05 Million
0.08% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
17,574
shares
|
$886,959
0.0% of portfolio
|
Q3 2025
Added 136.02%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
16,521
shares
|
$833,814
0.24% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
15,648
shares
|
$789,754
0.01% of portfolio
|
Q3 2025
Reduced 55.33%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
13,775
shares
|
$695,224
0.06% of portfolio
|
Q3 2025
Added 9.11%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2025 Q3 2025 |
12,697
shares
|
$640,817
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
12,675
shares
|
$639,707
0.0% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 22, 2025 Q3 2025 |
11,738
shares
|
$592,416
0.14% of portfolio
|
Q3 2025
Reduced 30.98%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
11,493
shares
|
$580,051
0.05% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
11,478
shares
|
$579,294
0.05% of portfolio
|
Q3 2025
Added 31.06%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
10,497
shares
|
$529,783
0.0% of portfolio
|
Q3 2025
Reduced 25.01%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
9,533
shares
|
$481,130
0.02% of portfolio
|
Q3 2025
Reduced 9.9%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
9,314
shares
|
$470,077
0.08% of portfolio
|
Q3 2025
Reduced 47.12%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
9,050
shares
|
$456,753
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
8,311
shares
|
$419,456
0.12% of portfolio
|
Q3 2025
Added 42.7%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
7,659
shares
|
$386,549
0.02% of portfolio
|
Q3 2025
Added 11.73%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
6,680
shares
|
$337,139
0.01% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
6,293
shares
|
$317,607
0.03% of portfolio
|
Q3 2025
Reduced 13.57%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
6,211
shares
|
$313,469
0.07% of portfolio
|
Q3 2025
Reduced 91.22%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
5,968
shares
|
$301,204
0.1% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
5,887
shares
|
$297,116
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
5,806
shares
|
$293,028
0.0% of portfolio
|
Q2 2024
New holding
|
|