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 |
|---|---|---|---|---|---|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
4,668
shares
|
$237,041
0.07% of portfolio
|
Q2 2025
Reduced 88.16%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
4,379
shares
|
$222,365
0.0% of portfolio
|
Q1 2025
Reduced 27.11%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,101
shares
|
$208,248
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
4,033
shares
|
$204,795
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
3,250
shares
|
$165,035
0.01% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,749
shares
|
$139,594
0.0% of portfolio
|
Q2 2025
Reduced 32.89%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
1,958
shares
|
$99,427
0.07% of portfolio
|
Q1 2025
Added 13.57%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
1,000
shares
|
$50,780
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
952
shares
|
$48,342
0.0% of portfolio
|
Q2 2025
Reduced 87.09%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
441
shares
|
$22,393
0.02% of portfolio
|
Q1 2025
Reduced 22.9%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
285
shares
|
$14,472
0.0% of portfolio
|
Q1 2025
Reduced 72.54%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
283
shares
|
$14,370
0.0% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
200
shares
|
$10,156
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
129
shares
|
$6,550
0.0% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
80
shares
|
$4,062
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
40
shares
|
$2,031
0.0% of portfolio
|
Q2 2025
Reduced 99.97%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
10
shares
|
$507
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|