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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
35,032
shares
|
$1.78 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Aug 01, 2025 Q2 2025 |
31,989
shares
|
$1.62 Million
0.68% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
30,673
shares
|
$1.56 Million
0.1% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
19,624
shares
|
$996,506
0.08% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
17,612
shares
|
$894,337
0.18% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
17,006
shares
|
$863,564
0.22% of portfolio
|
Q2 2025
Reduced 47.27%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
15,902
shares
|
$807,503
0.25% of portfolio
|
Q2 2025
Added 70.95%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
13,998
shares
|
$710,818
0.0% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
12,697
shares
|
$644,753
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
12,625
shares
|
$641,097
0.06% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
12,167
shares
|
$617,840
0.0% of portfolio
|
Q2 2025
Reduced 20.17%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
11,342
shares
|
$575,946
0.06% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
10,580
shares
|
$537,252
0.02% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
8,758
shares
|
$444,731
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
7,446
shares
|
$378,107
0.0% of portfolio
|
Q2 2025
Reduced 93.23%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
7,281
shares
|
$369,729
0.04% of portfolio
|
Q2 2025
Added 35.23%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
6,946
shares
|
$352,717
0.01% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
6,855
shares
|
$348,096
0.02% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
6,196
shares
|
$314,632
0.13% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
5,806
shares
|
$294,828
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
5,295
shares
|
$268,880
0.0% of portfolio
|
Q2 2025
Added 29.84%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
5,216
shares
|
$264,868
0.01% of portfolio
|
Q1 2025
Reduced 24.36%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
4,918
shares
|
$249,736
0.0% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
4,846
shares
|
$246,079
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
4,811
shares
|
$244,302
0.03% of portfolio
|
Q2 2024
New holding
|