# PIMCO ETF TR (LONZ)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/LONZ/

- Reporting holders: 7
- Reported value: $13.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $8.0M | 161,850 | 0.1% | 8 |
| [LifeGoal Investments, LLC](https://holderbook.com/funds/2054684-lifegoal-investments-llc/) | $1.5M | 31,168 | 0.5% | 2 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $1.4M | 28,179 | 0.1% | 12 |
| [Elm3 Financial Group, LLC](https://holderbook.com/funds/2011201-elm3-financial-group-llc/) | $1.1M | 22,182 | 0.7% | 8 |
| [Tactive Advisors, LLC](https://holderbook.com/funds/2002409-tactive-advisors-llc/) | $809.6K | 16,471 | 0.2% | 6 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $546.1K | 11,111 | 0.0% | 11 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $983 | 20 | 0.0% | 3 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $8 | 167 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 7 | $13.3M |
| Q2 2026 | 74 | $586.6M |
| Q1 2026 | 64 | $282.0M |
| Q4 2025 | 62 | $360.5M |
| Q3 2025 | 68 | $532.9M |
| Q2 2025 | 61 | $609.8M |
| Q1 2025 | 81 | $815.4M |
| Q4 2024 | 81 | $746.2M |
| Q3 2024 | 48 | $501.2M |
| Q2 2024 | 42 | $334.0M |
| Q1 2024 | 28 | $270.6M |
| Q4 2023 | 29 | $232.1M |