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 50 institutions that hold shares in the stock, with a total of 8.18 Million shares, which have been reported (via 13F filing form) to have a value of $417 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allianz Asset Management Gmb H
Munich, 2M |
Aug 13, 2024 Q2 2024 |
3,230,200
shares
|
$165 Million
0.25% of portfolio
|
Q2 2024
Added 22.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
1,299,907
shares
|
$66.3 Million
0.15% of portfolio
|
Q3 2024
Added 25.58%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
718,799
shares
|
$36.7 Million
3.15% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
488,000
shares
|
$24.9 Million
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Ferguson Shapiro LLC
|
Oct 09, 2024 Q3 2024 |
371,365
shares
|
$19 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 Million
3.87% of portfolio
|
Q3 2024
Added 32.53%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
271,338
shares
|
$13.8 Million
0.06% of portfolio
|
Q3 2024
Added 100.73%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Jul 25, 2024 Q2 2024 |
200,975
shares
|
$10.3 Million
6.68% of portfolio
|
Q2 2024
Added 21.2%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
168,292
shares
|
$8.59 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
155,874
shares
|
$7.95 Million
1.08% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Jul 30, 2024 Q2 2024 |
146,456
shares
|
$7.47 Million
1.47% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
144,341
shares
|
$7.37 Million
0.0% of portfolio
|
Q1 2024
Reduced 14.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
96,246
shares
|
$4.91 Million
0.02% of portfolio
|
Q3 2024
Added 32.41%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
91,042
shares
|
$4.65 Million
3.53% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
45,198
shares
|
$2.31 Million
0.16% of portfolio
|
Q3 2024
Added 95.65%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
40,567
shares
|
$2.07 Million
0.09% of portfolio
|
Q3 2024
Added 81.14%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
35,887
shares
|
$1.83 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
34,289
shares
|
$1.75 Million
0.0% of portfolio
|
Q2 2024
Reduced 22.98%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
30,220
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2024
Reduced 10.12%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Aug 08, 2024 Q2 2024 |
29,700
shares
|
$1.52 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
|
$1.51 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
|
$1.47 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
24,130
shares
|
$1.23 Million
0.99% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
23,977
shares
|
$1.22 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
23,359
shares
|
$1.19 Million
0.15% of portfolio
|
Q2 2024
New holding
|