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 |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
5,080
shares
|
$256,387
0.0% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
4,961
shares
|
$250,381
0.0% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
4,811
shares
|
$242,811
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
4,666
shares
|
$235,493
0.06% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,101
shares
|
$206,977
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
4,001
shares
|
$201,930
0.02% of portfolio
|
Q3 2025
Reduced 17.44%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,108
shares
|
$156,860
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
1,958
shares
|
$98,820
0.07% of portfolio
|
Q1 2025
Added 13.57%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,843
shares
|
$93,016
0.0% of portfolio
|
Q3 2025
Reduced 28.79%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
1,773
shares
|
$89,483
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,031
shares
|
$52,034
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
1,000
shares
|
$50,470
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
721
shares
|
$36,388
0.0% of portfolio
|
Q3 2025
Reduced 24.26%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
348
shares
|
$17,563
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
283
shares
|
$14,283
0.0% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
248
shares
|
$12,516
0.0% of portfolio
|
Q3 2025
Reduced 12.98%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
166
shares
|
$8,378
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
115
shares
|
$5,804
0.0% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
100
shares
|
$5,047
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
81
shares
|
$4,088
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2025 Q3 2025 |
80
shares
|
$4,037
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
40
shares
|
$2,018
0.0% of portfolio
|
Q2 2025
Reduced 99.97%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
10
shares
|
$504
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|