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 71 institutions that hold shares in the stock, with a total of 13.4 Million shares, which have been reported (via 13F filing form) to have a value of $683 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
6,634,525
shares
|
$337 Million
0.47% of portfolio
|
Q4 2024
Added 53.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,300,227
shares
|
$66.1 Million
0.14% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jan 31, 2025 Q4 2024 |
850,000
shares
|
$43.2 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
718,799
shares
|
$36.5 Million
3.15% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
488,000
shares
|
$24.8 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
322,930
shares
|
$16.4 Million
9.66% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
299,886
shares
|
$15.2 Million
0.2% of portfolio
|
Q4 2024
Added 78.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
260,850
shares
|
$13.3 Million
0.01% of portfolio
|
Q3 2024
Added 660.74%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
238,901
shares
|
$12.1 Million
3.41% of portfolio
|
Q4 2024
Reduced 12.88%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
219,205
shares
|
$11.1 Million
6.55% of portfolio
|
Q3 2024
Added 9.07%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
204,203
shares
|
$10.4 Million
0.6% of portfolio
|
Q4 2024
Added 351.8%
|
|
|
Astor Investment Management LLC
|
Jan 22, 2025 Q4 2024 |
190,329
shares
|
$9.67 Million
6.8% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
174,680
shares
|
$8.87 Million
0.0% of portfolio
|
Q3 2024
Added 21.02%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
164,784
shares
|
$8.37 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
155,874
shares
|
$7.92 Million
1.08% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
133,502
shares
|
$6.78 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
103,261
shares
|
$5.25 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
96,246
shares
|
$4.89 Million
0.02% of portfolio
|
Q3 2024
Added 32.41%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
91,042
shares
|
$4.62 Million
3.53% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
69,465
shares
|
$3.53 Million
0.01% of portfolio
|
Q4 2024
Reduced 74.4%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
50,687
shares
|
$2.57 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
50,339
shares
|
$2.56 Million
2.19% of portfolio
|
Q4 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
49,146
shares
|
$2.5 Million
0.53% of portfolio
|
Q4 2024
Added 36.95%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jan 13, 2025 Q4 2024 |
46,793
shares
|
$2.38 Million
1.41% of portfolio
|
Q4 2024
Added 57.86%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
46,059
shares
|
$2.34 Million
0.1% of portfolio
|
Q4 2024
Added 13.54%
|