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 82 institutions that hold shares in the stock, with a total of 15 Million shares, which have been reported (via 13F filing form) to have a value of $748 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
6,634,525
shares
|
$331 Million
0.47% of portfolio
|
Q4 2024
Added 53.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,350,282
shares
|
$67.4 Million
0.14% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jan 31, 2025 Q4 2024 |
850,000
shares
|
$42.4 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Advocacy Wealth Management Services, LLC
|
Feb 14, 2025 Q4 2024 |
729,403
shares
|
$36.4 Million
3.05% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
625,006
shares
|
$31.2 Million
5.34% of portfolio
|
Q1 2025
New holding
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
488,000
shares
|
$24.3 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
423,135
shares
|
$21.1 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
307,479
shares
|
$15.3 Million
0.01% of portfolio
|
Q4 2024
Added 17.88%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
299,886
shares
|
$15 Million
0.2% of portfolio
|
Q4 2024
Added 78.19%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Feb 12, 2025 Q4 2024 |
284,572
shares
|
$14.2 Million
8.26% of portfolio
|
Q4 2024
Added 29.82%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
272,600
shares
|
$13.6 Million
0.0% of portfolio
|
Q4 2024
Added 1410.0%
|
|
|
Kensington Asset Management, LLC
Austin, TX |
Feb 13, 2025 Q4 2024 |
265,476
shares
|
$13.2 Million
0.8% of portfolio
|
Q4 2024
Added 693.03%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
210,283
shares
|
$10.5 Million
0.02% of portfolio
|
Q4 2024
Added 27.61%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
193,456
shares
|
$9.65 Million
0.61% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Astor Investment Management LLC
|
Jan 22, 2025 Q4 2024 |
190,329
shares
|
$9.5 Million
6.8% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
161,654
shares
|
$8.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.46%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
160,253
shares
|
$8 Million
1.14% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
143,006
shares
|
$7.13 Million
0.18% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
137,902
shares
|
$6.88 Million
0.9% of portfolio
|
Q4 2024
Added 360.79%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
127,100
shares
|
$6.34 Million
0.23% of portfolio
|
Q1 2025
Added 327.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
99,296
shares
|
$4.95 Million
0.02% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
91,042
shares
|
$4.54 Million
3.53% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
89,693
shares
|
$4.47 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
69,465
shares
|
$3.47 Million
0.01% of portfolio
|
Q4 2024
Reduced 74.4%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
69,327
shares
|
$3.46 Million
0.29% of portfolio
|
Q1 2025
New holding
|