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Disclosery

LONZ PIMCO ETF TR

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SR LN ACTIVE ETF (fund)

73 managers (73 13F filers) reported a position in LONZ shares at 2026-06-30, 8,452,165 shares in all. 20 filers opened a position and 11 filers sold out during the quarter.

Managers
73
13F filers
73
New
20
Added
31
Reduced
13
Sold out
11
Shares held by filers
8,452,165

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Allianz Asset Management GmbHin group Allianz SE3,238,199$160M0.16%+606,62313F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…2,320,000$114M0.56%new13F-HRTimelineGroup
LPL Financial LLC515,906$25.4M0.01%+75,44013F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…400,000$19.7M0.07%013F-HRTimelineGroup
Flatrock Wealth Partners LLC237,146$11.7M4.59%+15,19513F-HRTimeline
Cordoba Advisory Partners LLC171,747$8.47M1.79%+3,04813F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC159,674$7.87M0.11%+5,00313F-HRTimelineGroup
McAdam, LLC115,747$5.71M0.22%new13F-HRTimeline
Cambridge Investment Research Advisors,…110,463$5.45M0.01%+12,21113F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC95,855$4.73M<0.01%+7,96613F-HRTimelineGroup
Mid-American Wealth Advisory Group, Inc.87,606$4.32M1.56%-5,92413F-HRTimeline
Atria Investments, Inc82,650$4.08M0.04%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC72,765$3.59M<0.01%new13F-HRTimelineGroup
BRIGHTON JONES LLC62,114$3.06M0.06%+58,05113F-HRTimeline
Roger Wittlin Investment Advisory, LLC60,842$3M2.36%-7,16313F-HRTimeline
J.W. COLE ADVISORS, INC.57,671$2.84M0.05%+7,54913F-HRTimeline
Cetera Investment Advisers53,898$2.66M<0.01%+3,42713F-HRTimeline
L & S Advisors Inc48,797$2.41M0.25%+3,42213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…43,089$2.12M<0.01%+2,73213F-HRTimeline
Simplicity Wealth,LLC39,749$1.96M0.07%-11,33813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth38,657$1.91M<0.01%+27,48213F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.36,132$1.78M0.14%+3,49413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…29,487$1.45M<0.01%+14,09913F-HRTimelineGroup
Clearstead Advisors, LLC27,551$1.36M0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC26,982$1.33M0.08%+3,40513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA24,110$1.19M<0.01%+12,30713F-HRTimelineGroup
Elm3 Financial Group, LLC21,960$1.08M0.74%-86013F-HRTimeline
Clear Creek Financial Management, LLC21,574$1.06M0.07%-82713F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC20,310$1M0.06%+10013F-HRTimeline
UBS Group AGin group UBS Group AG20,225$997K<0.01%+1,52713F-HRTimelineGroup
Coastal Bridge Advisors, LLC18,611$918K0.06%+2,30513F-HRTimeline
LifeGoal Investments, LLC17,063$841K0.39%new13F-HRTimeline
Beckerman Institutional, LLC13,860$683K0.33%013F-HRTimeline
MML INVESTORS SERVICES, LLC13,641$673K<0.01%new13F-HRTimeline
Bright Futures Wealth Management, LLC.12,547$619K0.4%+1,47713F-HRTimeline
AE Wealth Management LLC11,198$552K<0.01%-76013F-HRTimeline
True Wealth Design, LLC11,074$546K0.13%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC10,924$539K0.04%+44213F-HRTimeline
Private Advisor Group, LLC9,939$490K<0.01%+4,60713F-HRTimeline
Tactive Advisors, LLC9,753$481K0.12%+95613F-HRTimeline
Kensington Asset Management, LLC9,509$469K0.03%new13F-HRTimeline
VestGen Advisors, LLC8,188$404K0.01%+513F-HRTimeline
Total Clarity Wealth Management, Inc.7,453$368K0.07%-17,43213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,400$365K0.01%+7,37313F-HRTimelineGroup
Gateway Wealth Partners, LLC5,951$293K0.02%-7,56713F-HRTimeline
HARBOUR INVESTMENTS, INC.5,793$286K<0.01%013F-HRTimeline
Acorn Wealth Advisors, LLC5,586$275K0.07%-15313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,906$242K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC4,358$215K<0.01%-44213F-HRTimeline
Family Investment Center, Inc.4,150$205K0.03%+7713F-HRTimeline
IFG Advisory, LLC2,964$146K0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.2,926$144K0.08%-61013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,904$143K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,297$113K<0.01%+17613F-HRTimelineGroup
Beacon Capital Management, Inc.1,783$87.9K0.01%+21413F-HRTimeline
Lloyd Advisory Services, LLC.1,669$82.3K0.03%new13F-HRTimeline
PRIVATE TRUST CO NA1,600$78.9K0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.1,000$49K<0.01%013F-HRTimeline
Arax Advisory Partners511$25.2K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…477$23.5K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…208$10.3K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC208$10.3K<0.01%new13F-HRTimeline
CX Institutional167$8K<0.01%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC149$7.36K<0.01%new13F-HRTimeline
Networth Advisors, LLC113$5.57K<0.01%+2313F-HRTimeline
Signature Equity Partners, LLC106$5.21K<0.01%+313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV101$4.98K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY72$3.59K<0.01%-1413F-HRTimelineGroup
Elevated Capital Advisors, LLC46$2.29K<0.01%-2013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC20$987<0.01%013F-HRTimeline
Montgomery Financial Services LLC14$690<0.01%13F-HRTimeline
Integrated Wealth Concepts LLC10$494<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10$493<0.01%013F-HRTimelineGroup