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Disclosery

LONZ PIMCO ETF TR

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SR LN ACTIVE ETF (fund)

80 managers (81 13F filers) reported a position in LONZ shares at 2024-12-31, 14,590,221 shares in all. 34 filers opened a position and 5 filers sold out during the quarter.

Managers
80
13F filers
81
New
34
Added
26
Reduced
7
Sold out
5
Shares held by filers
14,590,221

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 SE6,634,525$339M0.49%+2,310,72513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,308,599$66.9M0.13%+8,69213F-HR/ATimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…850,000$43.4M0.18%new13F-HRTimelineGroup
Advocacy Wealth Management, LLC729,403$37.3M2.83%+10,60413F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD488,000$24.9M0.42%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN423,135$21.6M0.01%new13F-HRTimelineGroup
Ferguson Shapiro LLC322,930$16.5M6.11%-48,43513F-HRTimeline
LPL Financial LLC307,479$15.7M0.01%+46,62913F-HRTimeline
Atria Investments, Inc299,886$15.3M0.19%+131,59413F-HRTimeline
Roger Wittlin Investment Advisory, LLC284,572$14.5M8.14%+65,36713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC272,600$13.9M<0.01%+254,54713F-HRTimelineGroup
Kensington Asset Management, LLC265,476$13.6M0.8%+232,00013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Family Investment Center, Inc.238,901$12.2M3.1%-35,30513F-HRTimeline
Mariner, LLCin group Mariner, LLC210,283$10.7M0.02%+45,49913F-HRTimelineGroup
Transform Wealth, LLC204,203$10.5M0.58%+159,00513F-HRTimeline
Astor Investment Management LLC190,329$9.73M4.98%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA161,654$8.26M<0.01%-13,02613F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC160,253$8.19M1%+4,37913F-HRTimelineGroup
L & S Advisors Inc137,902$7.05M0.77%+107,97513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC133,502$6.82M0.14%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…98,413$5.03M0.02%+2,16713F-HRTimeline
Independent Advisor Alliance89,693$4.58M0.06%new13F-HRTimeline
CWM, LLCin group CWM, LLC69,465$3.55M0.01%-201,87313F-HRTimelineGroup
Legacy Capital Group California, Inc.50,687$2.59M0.79%new13F-HRTimeline
Elm3 Financial Group, LLC50,339$2.57M2.19%13F-HRTimeline
Watts Gwilliam & Co., LLC49,146$2.51M0.53%+13,25913F-HRTimeline
Mid-American Wealth Advisory Group, Inc.46,793$2.39M1.41%+17,15113F-HRTimeline
J.W. COLE ADVISORS, INC.46,059$2.35M0.1%+5,49213F-HRTimeline
AE Wealth Management LLC34,003$1.74M0.01%+24,20813F-HRTimeline
Ocean Park Asset Management, LLC29,700$1.52M0.05%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC28,380$1.45M0.04%-45013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.27,844$1.42M0.09%+67313F-HRTimelineGroup
ALEXANDER LABRUNERIE & CO., INC.27,189$1.39M0.61%+21,18013F-HRTimeline
Seed Wealth Management, Inc.24,130$1.23M1%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC19,000$971K0.08%+1,41813F-HRTimeline
Pasadena Private Wealth, LLC18,743$958K0.2%+1,80913F-HRTimeline
D.A. DAVIDSON & CO.18,195$930K0.01%new13F-HRTimeline
HighTower Advisors, LLC16,840$861K<0.01%new13F-HRTimeline
GeoWealth Management, LLC14,177$724K0.02%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,117$721K<0.01%+29113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC12,525$646K0.06%+1,90013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC11,824$604K0.07%+3,18113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,250$524K0.02%new13F-HRTimelineGroup
Total Clarity Wealth Management, Inc.9,471$484K0.16%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC8,141$416K0.1%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,502$383K<0.01%new13F-HR/ATimelineGroup
New Century Financial Group, LLC7,224$369K0.16%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.7,025$359K0.01%013F-HRTimeline
WORLD EQUITY GROUP, INC.6,952$355K0.08%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding6,915$353KnewTimeline
Advisory Services Network, LLC6,896$352K0.01%new13F-HRTimeline
DAVENPORT & Co LLC6,866$351K<0.01%new13F-HRTimeline
Acorn Wealth Advisors, LLC6,607$338K0.14%-4213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,348$324K0.01%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,256$320K<0.01%new13F-HRTimelineGroup
Sigma Planning Corp5,901$302K0.01%new13F-HRTimeline
IFG Advisory, LLC5,872$300K0.02%new13F-HRTimeline
COMERICA BANK5,806$297K<0.01%013F-HR/ATimeline
FOURPATH CAPITAL MANAGEMENT, LLC5,632$288K0.05%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC5,074$259K0.1%new13F-HRTimeline
UBS Group AGin group UBS Group AG4,878$249K<0.01%+2,13513F-HRTimelineGroup
Bison Wealth, LLC4,846$248K0.03%13F-HRTimeline
Lloyd Advisory Services, LLC.4,694$240K0.11%new13F-HRTimeline
Visionary Wealth Advisors4,388$224K0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,341$222K<0.01%13F-HR/ATimelineGroup
&PARTNERS4,133$211K<0.01%new13F-HRTimeline
TrinityPoint Wealth, LLC4,101$210K0.03%new13F-HRTimeline
Raleigh Capital Management Inc.4,036$206K0.08%new13F-HRTimeline
Geneos Wealth Management Inc.2,823$144K0.01%new13F-HRTimeline
Redwood Park Advisors LLC1,724$88.1K0.08%13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC1,556$79.5K0.03%new13F-HRTimeline
TD Waterhouse Canada Inc.1,000$51.1K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.755$38.6K<0.01%-8,38713F-HR/ATimelineGroup
Quest 10 Wealth Builders, Inc.572$29.2K0.03%13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …306$15.6K<0.01%013F-HRTimelineGroup
First Horizon Advisors, Inc.250$12.8K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY131$6.72K<0.01%+213F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\45$2.3K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10$511<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.