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 84 institutions that hold shares in the stock, with a total of 16.3 Million shares, which have been reported (via 13F filing form) to have a value of $827 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Apr 09, 2025 Q1 2025 |
58,074
shares
|
$2.95 Million
1.57% of portfolio
|
Q1 2025
Added 24.11%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
48,896
shares
|
$2.49 Million
2.17% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
44,557
shares
|
$2.27 Million
0.45% of portfolio
|
Q1 2025
Reduced 9.34%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
May 09, 2025 Q1 2025 |
39,420
shares
|
$2 Million
0.69% of portfolio
|
Q1 2025
Reduced 22.23%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
35,274
shares
|
$1.79 Million
0.02% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
May 02, 2025 Q1 2025 |
33,775
shares
|
$1.72 Million
0.74% of portfolio
|
Q1 2025
Added 24.22%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Apr 24, 2025 Q1 2025 |
32,251
shares
|
$1.64 Million
0.45% of portfolio
|
Q1 2025
Reduced 86.5%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
31,458
shares
|
$1.6 Million
0.01% of portfolio
|
Q1 2025
Added 72.89%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
29,576
shares
|
$1.5 Million
0.1% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
27,480
shares
|
$1.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Apr 18, 2025 Q1 2025 |
23,770
shares
|
$1.21 Million
0.97% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
19,000
shares
|
$965,960
0.08% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
17,473
shares
|
$888,327
0.18% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
15,241
shares
|
$774,852
0.0% of portfolio
|
Q1 2025
Reduced 9.5%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
14,454
shares
|
$734,841
0.0% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
12,875
shares
|
$654,565
0.06% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Apr 21, 2025 Q1 2025 |
12,697
shares
|
$645,515
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
12,053
shares
|
$612,774
0.07% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
10,964
shares
|
$557,409
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
9,893
shares
|
$502,960
0.02% of portfolio
|
Q1 2025
Reduced 30.22%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
9,302
shares
|
$472,913
0.16% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
8,303
shares
|
$422,124
0.1% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
7,966
shares
|
$404,991
0.01% of portfolio
|
Q1 2025
Reduced 22.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
7,376
shares
|
$374,995
0.0% of portfolio
|
Q4 2024
Reduced 89.76%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
7,025
shares
|
$357,151
0.01% of portfolio
|
Q2 2024
New holding
|