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 43 institutions that hold shares in the stock, with a total of 6.53 Million shares, which have been reported (via 13F filing form) to have a value of $332 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allianz Asset Management Gmb H
Munich, 2M |
Aug 13, 2024 Q2 2024 |
3,230,200
shares
|
$164 Million
0.25% of portfolio
|
Q2 2024
Added 22.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
1,035,089
shares
|
$52.7 Million
0.13% of portfolio
|
Q2 2024
Added 8.56%
|
|
|
Advocacy Wealth Management Services, LLC
|
Jul 10, 2024 Q2 2024 |
731,939
shares
|
$37.3 Million
3.36% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 19, 2024 Q2 2024 |
206,899
shares
|
$10.5 Million
3.26% of portfolio
|
Q2 2024
Added 35.2%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Jul 25, 2024 Q2 2024 |
200,975
shares
|
$10.2 Million
6.68% of portfolio
|
Q2 2024
Added 21.2%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 08, 2024 Q2 2024 |
151,751
shares
|
$7.73 Million
1.14% of portfolio
|
Q2 2024
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Jul 30, 2024 Q2 2024 |
146,456
shares
|
$7.46 Million
1.47% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
144,341
shares
|
$7.35 Million
0.0% of portfolio
|
Q2 2024
Added 17.17%
|
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
135,177
shares
|
$6.88 Million
0.03% of portfolio
|
Q2 2024
Added 702.14%
|
|
|
Life Pro Asset Management
|
Jul 10, 2024 Q2 2024 |
85,412
shares
|
$4.35 Million
3.49% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
72,687
shares
|
$3.7 Million
0.01% of portfolio
|
Q2 2024
Added 4.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
34,289
shares
|
$1.75 Million
0.0% of portfolio
|
Q2 2024
Reduced 22.98%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
30,220
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2024
Reduced 10.12%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 11, 2024 Q2 2024 |
29,730
shares
|
$1.51 Million
0.06% of portfolio
|
Q4 2023
Reduced 3.57%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Aug 08, 2024 Q2 2024 |
29,700
shares
|
$1.51 Million
0.07% of portfolio
|
Q2 2024
Reduced 60.29%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
23,977
shares
|
$1.22 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
23,359
shares
|
$1.19 Million
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Transform Wealth, LLC
|
Jul 15, 2024 Q2 2024 |
23,101
shares
|
$1.18 Million
0.09% of portfolio
|
Q2 2024
Reduced 5.74%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
22,395
shares
|
$1.14 Million
0.05% of portfolio
|
Q2 2024
Added 1.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
19,507
shares
|
$993,101
0.0% of portfolio
|
Q2 2024
Added 28.24%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 10, 2024 Q2 2024 |
18,191
shares
|
$926,103
0.59% of portfolio
|
Q2 2024
Added 93.56%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
17,171
shares
|
$874,175
0.0% of portfolio
|
Q2 2024
Reduced 6.02%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jul 19, 2024 Q2 2024 |
16,977
shares
|
$864,299
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 12, 2024 Q2 2024 |
13,903
shares
|
$707,801
0.06% of portfolio
|
Q2 2024
Added 64.32%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2024 Q2 2024 |
10,450
shares
|
$532,009
0.05% of portfolio
|
Q2 2024
Added 2.2%
|