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 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $631 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
|
$307 Million
0.41% of portfolio
|
Q2 2025
Reduced 25.71%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,357,269
shares
|
$68.9 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
|
$43.2 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
839,505
shares
|
$42.6 Million
3.31% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Kensington Asset Management, LLC
Austin, TX |
May 13, 2025 Q1 2025 |
418,184
shares
|
$21.2 Million
2.28% of portfolio
|
Q1 2025
Added 57.52%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
369,245
shares
|
$18.8 Million
0.01% of portfolio
|
Q2 2025
Added 15.36%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Jul 15, 2025 Q2 2025 |
251,519
shares
|
$12.8 Million
7.25% of portfolio
|
Q2 2025
Reduced 13.6%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
210,133
shares
|
$10.7 Million
1.26% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
193,456
shares
|
$9.82 Million
0.61% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
158,965
shares
|
$8.07 Million
0.1% of portfolio
|
Q2 2025
Reduced 42.36%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
145,072
shares
|
$7.37 Million
0.01% of portfolio
|
Q2 2025
Reduced 23.08%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
144,259
shares
|
$7.33 Million
0.17% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
128,042
shares
|
$6.5 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
127,215
shares
|
$6.46 Million
0.75% of portfolio
|
Q2 2025
Reduced 53.07%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jul 30, 2025 Q2 2025 |
127,100
shares
|
$6.45 Million
0.23% of portfolio
|
Q1 2025
Added 327.95%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
91,042
shares
|
$4.62 Million
3.53% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
85,114
shares
|
$4.32 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
85,103
shares
|
$4.32 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
84,706
shares
|
$4.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.69%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
81,994
shares
|
$4.16 Million
0.0% of portfolio
|
Q2 2025
Reduced 66.3%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
80,266
shares
|
$4.08 Million
1.95% of portfolio
|
Q2 2025
Added 38.21%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Aug 12, 2025 Q2 2025 |
70,706
shares
|
$3.59 Million
0.84% of portfolio
|
Q2 2025
Reduced 61.27%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
48,804
shares
|
$2.48 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jul 22, 2025 Q2 2025 |
46,615
shares
|
$2.37 Million
1.98% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
44,557
shares
|
$2.26 Million
0.45% of portfolio
|
Q1 2025
Reduced 9.34%
|