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 51 institutions that hold shares in the stock, with a total of 9.7 Million shares, which have been reported (via 13F filing form) to have a value of $500 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
27,171
shares
|
$1.4 Million
0.09% of portfolio
|
Q3 2024
Added 13.32%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
24,130
shares
|
$1.24 Million
0.99% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
18,053
shares
|
$929,368
0.0% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
17,582
shares
|
$905,121
0.07% of portfolio
|
Q3 2024
Added 26.46%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
16,934
shares
|
$871,762
0.2% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
13,826
shares
|
$711,762
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
10,625
shares
|
$546,975
0.05% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
9,795
shares
|
$504,246
0.01% of portfolio
|
Q3 2024
Added 25.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
9,142
shares
|
$470,630
0.0% of portfolio
|
Q3 2024
Reduced 53.13%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
8,643
shares
|
$444,941
0.06% of portfolio
|
Q3 2024
Reduced 17.01%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
7,776
shares
|
$400,308
0.0% of portfolio
|
Q3 2024
Added 19.36%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
7,025
shares
|
$361,647
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
6,649
shares
|
$342,290
0.15% of portfolio
|
Q3 2024
Added 13.37%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Oct 21, 2024 Q3 2024 |
6,009
shares
|
$309,343
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
5,806
shares
|
$298,892
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
5,763
shares
|
$296,679
0.0% of portfolio
|
Q2 2024
Added 59.91%
|
|
|
Simpli Fi, Inc.
|
Oct 22, 2024 Q3 2024 |
5,223
shares
|
$268,880
0.12% of portfolio
|
Q3 2024
Reduced 16.18%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
4,811
shares
|
$247,670
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,743
shares
|
$141,209
0.0% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,038
shares
|
$53,436
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$51,480
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
592
shares
|
$30,476
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
306
shares
|
$15,752
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
129
shares
|
$6,640
0.0% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
10
shares
|
$514
0.0% of portfolio
|
Q2 2024
New holding
|