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 51 institutions that hold shares in the stock, with a total of 9.7 Million shares, which have been reported (via 13F filing form) to have a value of $499 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 12, 2024 Q3 2024 |
4,323,800
shares
|
$222 Million
0.32% of portfolio
|
Q3 2024
Added 33.86%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
1,299,907
shares
|
$66.9 Million
0.15% of portfolio
|
Q3 2024
Added 25.58%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
718,799
shares
|
$37 Million
3.15% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
488,000
shares
|
$25.1 Million
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Ferguson Shapiro LLC
|
Oct 09, 2024 Q3 2024 |
371,365
shares
|
$19.1 Million
11.5% of portfolio
|
Q3 2024
New holding
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
274,206
shares
|
$14.1 Million
3.87% of portfolio
|
Q3 2024
Added 32.53%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
271,338
shares
|
$14 Million
0.06% of portfolio
|
Q3 2024
Added 100.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
260,850
shares
|
$13.4 Million
0.01% of portfolio
|
Q3 2024
Added 660.74%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
219,205
shares
|
$11.3 Million
6.55% of portfolio
|
Q3 2024
Added 9.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
174,680
shares
|
$8.99 Million
0.0% of portfolio
|
Q3 2024
Added 21.02%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
168,292
shares
|
$8.66 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
164,784
shares
|
$8.48 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
155,874
shares
|
$8.02 Million
1.08% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
103,261
shares
|
$5.31 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
96,246
shares
|
$4.95 Million
0.02% of portfolio
|
Q3 2024
Added 32.41%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
91,042
shares
|
$4.68 Million
3.53% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
45,198
shares
|
$2.33 Million
0.16% of portfolio
|
Q3 2024
Added 95.65%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
40,567
shares
|
$2.09 Million
0.09% of portfolio
|
Q3 2024
Added 81.14%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
37,420
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2024
Added 23.83%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
35,887
shares
|
$1.85 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Kensington Asset Management, LLC
Austin, TX |
Nov 13, 2024 Q3 2024 |
33,476
shares
|
$1.72 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
29,927
shares
|
$1.54 Million
0.18% of portfolio
|
Q3 2024
Added 28.12%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Nov 12, 2024 Q3 2024 |
29,700
shares
|
$1.53 Million
0.07% of portfolio
|
Q2 2024
Reduced 60.29%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 02, 2024 Q3 2024 |
29,642
shares
|
$1.53 Million
0.95% of portfolio
|
Q3 2024
Added 62.95%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
28,830
shares
|
$1.48 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.03%
|