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 |
|---|---|---|---|---|---|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
6,387
shares
|
$324,715
0.14% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
6,216
shares
|
$316,021
0.02% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
5,806
shares
|
$295,177
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
5,727
shares
|
$291,160
0.01% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
5,500
shares
|
$279,620
0.0% of portfolio
|
Q1 2025
Added 12.75%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
5,384
shares
|
$273,722
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
5,216
shares
|
$265,181
0.01% of portfolio
|
Q1 2025
Reduced 24.36%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
5,205
shares
|
$264,622
0.0% of portfolio
|
Q1 2025
Reduced 24.19%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
4,846
shares
|
$246,370
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
4,811
shares
|
$244,591
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
4,625
shares
|
$235,135
0.01% of portfolio
|
Q1 2025
Reduced 27.14%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
4,388
shares
|
$223,085
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
4,379
shares
|
$222,628
0.0% of portfolio
|
Q1 2025
Reduced 27.11%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
4,224
shares
|
$214,748
0.04% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
4,216
shares
|
$214,341
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,101
shares
|
$208,494
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
4,096
shares
|
$208,240
0.0% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
4,078
shares
|
$207,325
0.0% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,969
shares
|
$201,783
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
3,250
shares
|
$165,230
0.01% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
3,028
shares
|
$153,943
0.07% of portfolio
|
Q1 2025
Reduced 24.98%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
1,958
shares
|
$99,544
0.08% of portfolio
|
Q1 2025
Added 13.57%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
1,509
shares
|
$76,717
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
1,000
shares
|
$50,840
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
441
shares
|
$22,420
0.02% of portfolio
|
Q1 2025
Reduced 22.9%
|