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 $823 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
8,130,059
shares
|
$412 Million
0.58% of portfolio
|
Q1 2025
Added 22.54%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,350,282
shares
|
$68.4 Million
0.14% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
State Of New Jersey Common Pension Fund D
|
May 13, 2025 Q1 2025 |
850,000
shares
|
$43 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
792,503
shares
|
$40.1 Million
3.35% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
625,006
shares
|
$31.6 Million
5.34% of portfolio
|
Q1 2025
New holding
|
|
|
Kensington Asset Management, LLC
Austin, TX |
May 13, 2025 Q1 2025 |
418,184
shares
|
$21.2 Million
2.28% of portfolio
|
Q1 2025
Added 57.52%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
320,076
shares
|
$16.2 Million
0.01% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
297,169
shares
|
$15 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.77%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
May 01, 2025 Q1 2025 |
291,126
shares
|
$14.7 Million
8.72% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
275,768
shares
|
$14 Million
0.19% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
271,091
shares
|
$13.7 Million
1.99% of portfolio
|
Q1 2025
Added 96.58%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
243,336
shares
|
$12.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.74%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
202,984
shares
|
$10.3 Million
1.34% of portfolio
|
Q1 2025
Added 26.66%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
193,456
shares
|
$9.79 Million
0.61% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
188,610
shares
|
$9.55 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.31%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
182,553
shares
|
$9.24 Million
2.26% of portfolio
|
Q1 2025
New holding
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
143,006
shares
|
$7.24 Million
0.18% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Astor Investment Management LLC
|
May 12, 2025 Q1 2025 |
140,713
shares
|
$7.12 Million
5.51% of portfolio
|
Q1 2025
Reduced 26.07%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
127,100
shares
|
$6.44 Million
0.23% of portfolio
|
Q1 2025
Added 327.95%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
110,042
shares
|
$5.57 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
99,296
shares
|
$5.03 Million
0.02% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
92,710
shares
|
$4.69 Million
0.0% of portfolio
|
Q1 2025
Reduced 42.65%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
91,042
shares
|
$4.61 Million
3.53% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
87,368
shares
|
$4.42 Million
0.02% of portfolio
|
Q1 2025
Added 25.77%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
69,327
shares
|
$3.51 Million
0.29% of portfolio
|
Q1 2025
New holding
|