PIMCO ETF TR (LONZ)
Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.
71
Reporting holders
$296.9M
Reported value
0.0%
Held as options
+8
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | $159.7M | 3,238,199 | 0.14% | 13q | +23.1%+$29.9M |
| LPL Financial LLC | $25.4M | 515,906 | 0.01% | 13q | +17.1%+$3.7M |
| State of New Jersey Common Pension Fund D | $19.7M | 400,000 | 0.07% | 7q | HELD |
| Flatrock Wealth Partners LLC | $11.7M | 237,146 | 4.59% | 3q | +6.8%+$749.3K |
| Cordoba Advisory Partners LLC | $8.5M | 171,747 | 1.79% | 3q | +1.8%+$150.3K |
| Gradient Investments LLC | $7.9M | 159,674 | 0.11% | 7q | +3.2%+$246.7K |
| McAdam, LLC | $5.7M | 115,747 | 0.22% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $4.7M | 95,855 | 0.00% | 13q | +9.1%+$392.8K |
| Mid-American Wealth Advisory Group, Inc. | $4.3M | 87,606 | 1.56% | 10q | -6.3%-$292.1K |
| Atria Investments, Inc | $4.1M | 82,650 | 0.04% | new | NEW |
| Mariner, LLC | $3.6M | 72,765 | 0.00% | new | NEW |
| BRIGHTON JONES LLC | $3.1M | 62,114 | 0.06% | 2q | +1428.8%+$2.9M |
| Roger Wittlin Investment Advisory, LLC | $3.0M | 60,842 | 2.36% | 15q | -10.5%-$353.2K |
| J.W. COLE ADVISORS, INC. | $2.8M | 57,671 | 0.05% | 5q | +15.1%+$372.2K |
| Cetera Investment Advisers | $2.7M | 53,898 | 0.00% | 3q | +6.8%+$169.0K |
| L & S Advisors Inc | $2.4M | 48,797 | 0.25% | 9q | +7.5%+$168.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.1M | 43,089 | 0.00% | 12q | +6.8%+$134.3K |
| Simplicity Wealth,LLC | $2.0M | 39,749 | 0.07% | 4q | -22.2%-$559.1K |
| Focus Partners Wealth | $1.9M | 38,657 | 0.00% | 7q | +245.9%+$1.4M |
| Hilltop Holdings Inc. | $1.8M | 36,132 | 0.14% | 15q | +10.7%+$172.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.5M | 29,487 | 0.00% | 4q | +91.6%+$695.2K |
| Clearstead Advisors, LLC | $1.4M | 27,551 | 0.01% | new | NEW |
| ARMSTRONG ADVISORY GROUP, INC | $1.3M | 26,982 | 0.08% | 11q | +14.4%+$167.9K |
| ROYAL BANK OF CANADA | $1.2M | 24,110 | 0.00% | 16q | +104.3%+$606.9K |
| Elm3 Financial Group, LLC | $1.1M | 21,960 | 0.74% | 7q | -3.8%-$42.4K |
| Clear Creek Financial Management, LLC | $1.1M | 21,574 | 0.07% | 6q | -3.7%-$40.8K |
| NAPLES GLOBAL ADVISORS, LLC | $1.0M | 20,310 | 0.06% | 15q | HELD |
| UBS Group AG | $997.3K | 20,225 | 0.00% | 9q | +8.2%+$75.3K |
| Coastal Bridge Advisors, LLC | $917.7K | 18,611 | 0.06% | 5q | +14.1%+$113.7K |
| LifeGoal Investments, LLC | $841.4K | 17,063 | 0.39% | new | NEW |
| Beckerman Institutional, LLC | $683.4K | 13,860 | 0.33% | 3q | HELD |
| MML INVESTORS SERVICES, LLC | $672.7K | 13,641 | 0.00% | new | NEW |
| Bright Futures Wealth Management, LLC. | $618.7K | 12,547 | 0.40% | 4q | +13.3%+$72.8K |
| AE Wealth Management LLC | $552.2K | 11,198 | 0.00% | 9q | -6.4%-$37.5K |
| True Wealth Design, LLC | $546.1K | 11,074 | 0.13% | new | NEW |
| TITLEIST ASSET MANAGEMENT, LLC | $538.7K | 10,924 | 0.04% | 10q | +4.2%+$21.8K |
| Private Advisor Group, LLC | $490.1K | 9,939 | 0.00% | 2q | +86.4%+$227.2K |
| Tactive Advisors, LLC | $480.9K | 9,753 | 0.12% | 5q | +10.9%+$47.1K |
| Kensington Asset Management, LLC | $468.9K | 9,509 | 0.03% | new | NEW |
| VestGen Advisors, LLC | $403.7K | 8,188 | 0.01% | 6q | HELD |
| Total Clarity Wealth Management, Inc. | $367.5K | 7,453 | 0.07% | 7q | -70.1%-$859.6K |
| Tower Research Capital LLC (TRC) | $364.9K | 7,400 | 0.01% | 4q | +27307.4%+$363.6K |
| Gateway Wealth Partners, LLC | $293.4K | 5,951 | 0.02% | 2q | -56.0%-$373.1K |
| HARBOUR INVESTMENTS, INC. | $285.7K | 5,793 | 0.00% | 9q | HELD |
| Acorn Wealth Advisors, LLC | $275.4K | 5,586 | 0.07% | 12q | -2.7%-$7.5K |
| PNC Financial Services Group, Inc. | $241.9K | 4,906 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $214.9K | 4,358 | 0.00% | 8q | -9.2%-$21.8K |
| Family Investment Center, Inc. | $204.6K | 4,150 | 0.03% | 10q | +1.9%+$3.8K |
| IFG Advisory, LLC | $146.1K | 2,964 | 0.01% | new | NEW |
| EVOLUTION WEALTH MANAGEMENT INC. | $144.3K | 2,926 | 0.08% | 4q | -17.3%-$30.1K |
| FIFTH THIRD BANCORP | $143.2K | 2,904 | 0.00% | 2q | HELD |
| Harel Insurance Investments & Financial Services Ltd. | $114.4K | 2,320,000 | 0.56% | new | NEW |
| OSAIC HOLDINGS, INC. | $113.3K | 2,297 | 0.00% | 14q | +8.3%+$8.7K |
| Beacon Capital Management, Inc. | $87.9K | 1,783 | 0.01% | 4q | +13.6%+$10.6K |
| Lloyd Advisory Services, LLC. | $82.3K | 1,669 | 0.03% | new | NEW |
| PRIVATE TRUST CO NA | $78.9K | 1,600 | 0.01% | new | NEW |
| TD Waterhouse Canada Inc. | $49.0K | 1,000 | 0.00% | 13q | HELD |
| Arax Advisory Partners | $25.2K | 511 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $23.5K | 477 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $10.9K | 220,926 | 0.01% | 16q | +124.9%+$6.0K |
| Rockefeller Capital Management L.P. | $10.3K | 208 | 0.00% | 4q | HELD |
| Farther Finance Advisors, LLC | $10.3K | 208 | 0.00% | new | NEW |
| TOUNJIAN ADVISORY PARTNERS, LLC | $7.4K | 149 | 0.00% | new | NEW |
| Networth Advisors, LLC | $5.6K | 113 | 0.00% | 3q | +25.6%+$1.1K |
| Signature Equity Partners, LLC | $5.2K | 106 | 0.00% | 2q | +2.9% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $5.0K | 101 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $4.4K | 90 | 0.00% | new | NEW |
| MORGAN STANLEY | $3.6K | 72 | 0.00% | 11q | -16.3% |
| Elevated Capital Advisors, LLC | $2.3K | 46 | 0.00% | 3q | -30.3% |
| GILPIN WEALTH MANAGEMENT, LLC | $987 | 20 | 0.00% | 2q | HELD |
| Montgomery Financial Services LLC | $690 | 14 | 0.00% | new | FIRST |
| Integrated Wealth Concepts LLC | $494 | 10 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $493 | 10 | 0.00% | 9q | HELD |
| CX Institutional | $8 | 167 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 71 | $296.9M | 6,021,625 | 19 | 28 | 13 | 0.0% |
| Q1 2026 | 63 | $277.2M | 5,623,998 | 9 | 23 | 27 | 0.0% |
| Q4 2025 | 60 | $355.3M | 7,060,755 | 6 | 23 | 22 | 0.0% |
| Q3 2025 | 65 | $523.8M | 10,263,911 | 12 | 23 | 23 | 0.0% |
| Q2 2025 | 57 | $600.2M | 11,773,984 | 6 | 16 | 27 | 0.0% |
| Q1 2025 | 78 | $805.3M | 15,982,355 | 12 | 24 | 32 | 0.0% |
| Q4 2024 | 78 | $736.9M | 14,419,749 | 34 | 24 | 7 | 0.0% |
| Q3 2024 | 45 | $481.7M | 9,419,079 | 11 | 21 | 6 | 0.0% |
| Q2 2024 | 40 | $323.4M | 6,321,886 | 14 | 14 | 8 | 0.0% |
| Q1 2024 | 26 | $266.2M | 5,204,229 | 6 | 11 | 5 | 0.0% |
| Q4 2023 | 26 | $228.7M | 4,531,517 | 7 | 11 | 7 | 0.0% |
| Q3 2023 | 28 | $233.3M | 4,637,487 | 9 | 12 | 4 | 0.0% |
| Q2 2023 | 22 | $120.9M | 2,423,325 | 12 | 7 | 1 | 0.0% |
| Q1 2023 | 12 | $74.0M | 1,496,153 | 3 | 5 | 2 | 0.0% |
| Q4 2022 | 11 | $68.9M | 1,413,425 | 7 | 3 | 1 | 0.0% |
| Q3 2022 | 8 | $53.2M | 1,091,074 | 8 | 0 | 0 | 0.0% |
| Q2 2022 | 4 | $23.2M | 480,708 | 4 | 0 | 0 | 0.0% |