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 |
|---|---|---|---|---|---|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Apr 09, 2025 Q1 2025 |
58,074
shares
|
$2.9 Million
1.57% of portfolio
|
Q1 2025
Added 24.11%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
50,687
shares
|
$2.53 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
50,339
shares
|
$2.51 Million
2.19% of portfolio
|
Q4 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
49,146
shares
|
$2.45 Million
0.53% of portfolio
|
Q4 2024
Added 36.95%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
46,059
shares
|
$2.3 Million
0.1% of portfolio
|
Q4 2024
Added 13.54%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
34,003
shares
|
$1.7 Million
0.02% of portfolio
|
Q4 2024
Added 247.15%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Apr 24, 2025 Q1 2025 |
32,251
shares
|
$1.61 Million
0.45% of portfolio
|
Q1 2025
Reduced 86.5%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
28,380
shares
|
$1.42 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
27,844
shares
|
$1.39 Million
0.09% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Jan 27, 2025 Q4 2024 |
27,189
shares
|
$1.36 Million
0.61% of portfolio
|
Q4 2024
Added 352.47%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Apr 18, 2025 Q1 2025 |
23,770
shares
|
$1.19 Million
0.97% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
19,000
shares
|
$947,910
0.08% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
18,743
shares
|
$935,088
0.21% of portfolio
|
Q4 2024
Added 10.68%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
18,195
shares
|
$907,748
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
16,840
shares
|
$840,147
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
14,177
shares
|
$707,290
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
14,117
shares
|
$704,297
0.0% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
12,875
shares
|
$642,333
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
|
$633,453
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
11,824
shares
|
$589,899
0.07% of portfolio
|
Q4 2024
Added 36.8%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,250
shares
|
$511,372
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
9,302
shares
|
$464,076
0.16% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
9,142
shares
|
$456,094
0.0% of portfolio
|
Q3 2024
Reduced 53.13%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
8,141
shares
|
$406,154
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
7,025
shares
|
$350,477
0.01% of portfolio
|
Q2 2024
New holding
|