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 68 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $632 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
6,039,459
shares
|
$305 Million
0.41% of portfolio
|
Q2 2025
Reduced 25.71%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,357,269
shares
|
$68.6 Million
0.12% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jul 31, 2025 Q2 2025 |
850,000
shares
|
$42.9 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
839,505
shares
|
$42.4 Million
3.31% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Kensington Asset Management, LLC
Austin, TX |
May 13, 2025 Q1 2025 |
418,184
shares
|
$21.1 Million
2.28% of portfolio
|
Q1 2025
Added 57.52%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
369,245
shares
|
$18.7 Million
0.01% of portfolio
|
Q2 2025
Added 15.36%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Jul 15, 2025 Q2 2025 |
251,519
shares
|
$12.7 Million
7.25% of portfolio
|
Q2 2025
Reduced 13.6%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
210,133
shares
|
$10.6 Million
1.26% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Oct 20, 2025 Q3 2025 |
208,900
shares
|
$10.6 Million
0.47% of portfolio
|
Q3 2025
Added 64.36%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
193,456
shares
|
$9.77 Million
0.61% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
158,965
shares
|
$8.03 Million
0.1% of portfolio
|
Q2 2025
Reduced 42.36%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
147,069
shares
|
$7.43 Million
0.16% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
145,072
shares
|
$7.33 Million
0.01% of portfolio
|
Q2 2025
Reduced 23.08%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
128,042
shares
|
$6.47 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
127,215
shares
|
$6.43 Million
0.75% of portfolio
|
Q2 2025
Reduced 53.07%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
91,042
shares
|
$4.6 Million
3.53% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 20, 2025 Q3 2025 |
88,078
shares
|
$4.45 Million
2.01% of portfolio
|
Q3 2025
Added 9.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
85,114
shares
|
$4.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
84,706
shares
|
$4.28 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.69%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
83,323
shares
|
$4.21 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
81,994
shares
|
$4.14 Million
0.0% of portfolio
|
Q2 2025
Reduced 66.3%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Aug 12, 2025 Q2 2025 |
70,706
shares
|
$3.57 Million
0.84% of portfolio
|
Q2 2025
Reduced 61.27%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Sep 19, 2025 Q2 2025 |
56,625
shares
|
$2.86 Million
0.51% of portfolio
|
Q2 2025
Added 27.08%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
48,804
shares
|
$2.47 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
40,093
shares
|
$2.03 Million
1.68% of portfolio
|
Q3 2025
Reduced 13.99%
|