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Disclosery

LONZ PIMCO ETF TR

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SR LN ACTIVE ETF (fund)

82 managers (82 13F filers) reported a position in LONZ shares at 2025-03-31, 16,187,316 shares in all. 13 filers opened a position and 12 filers sold out during the quarter.

Managers
82
13F filers
82
New
13
Added
27
Reduced
30
Sold out
12
Shares held by filers
16,187,316

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 SE8,130,059$410M0.6%+1,495,53413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,350,282$68M0.13%+41,68313F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…850,000$42.8M0.19%013F-HRTimelineGroup
Advocacy Wealth Management, LLC792,503$39.9M2.72%+63,10013F-HRTimeline
Horizon Wealth Management, LLC625,006$31.5M5.31%new13F-HRTimeline
Kensington Asset Management, LLC418,184$21.1M2.21%+152,70813F-HRTimeline
LPL Financial LLC320,076$16.1M0.01%+12,59713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN297,169$15M<0.01%-125,96613F-HRTimelineGroup
Roger Wittlin Investment Advisory, LLC291,126$14.7M8.58%+6,55413F-HRTimeline
Atria Investments, Inc275,768$13.9M0.18%-24,11813F-HRTimeline
L & S Advisors Inc271,091$13.7M1.69%+133,18913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC243,336$12.3M<0.01%-29,26413F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC202,984$10.2M1.18%+42,73113F-HRTimelineGroup
Transform Wealth, LLC193,456$9.75M0.59%-10,74713F-HRTimeline
Mariner, LLCin group Mariner, LLC188,610$9.5M0.02%-21,67313F-HRTimelineGroup
Vickerman Investment Advisors, Inc.182,553$9.2M2.08%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC143,006$7.21M0.15%+9,50413F-HRTimelineGroup
Astor Investment Management LLC140,713$7.09M3.77%-49,61613F-HRTimeline
Ocean Park Asset Management, LLC127,100$6.4M0.23%+97,40013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC110,042$5.54M<0.01%new13F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…99,296$5M0.02%+88313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA92,710$4.67M<0.01%-68,94413F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC87,368$4.4M0.02%+17,90313F-HRTimelineGroup
Simplicity Wealth,LLC69,327$3.49M0.27%new13F-HRTimeline
Mid-American Wealth Advisory Group, Inc.58,074$2.93M1.57%+11,28113F-HRTimeline
Elm3 Financial Group, LLC48,896$2.46M2.17%-1,44313F-HRTimeline
Watts Gwilliam & Co., LLC44,557$2.25M0.49%-4,58913F-HRTimeline
Legacy Capital Group California, Inc.39,420$1.99M0.69%-11,26713F-HRTimeline
AE Wealth Management LLC35,274$1.78M0.01%+1,27113F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.33,775$1.7M0.74%+6,58613F-HRTimeline
Family Investment Center, Inc.32,251$1.62M0.4%-206,65013F-HRTimeline
D.A. DAVIDSON & CO.31,458$1.59M0.01%+13,26313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.29,576$1.49M0.09%+1,73213F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC27,480$1.38M0.04%-90013F-HRTimeline
Seed Wealth Management, Inc.23,770$1.2M0.97%-36013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC19,000$971K0.08%013F-HRTimeline
Pasadena Private Wealth, LLC17,473$880K0.17%-1,27013F-HRTimeline
HighTower Advisors, LLC15,241$768K<0.01%-1,59913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,454$728K<0.01%+33713F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC12,875$649K0.06%+35013F-HRTimeline
CPA Asset Management Group, LLC12,697$640K0.28%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC12,053$607K0.07%+22913F-HRTimeline
VestGen Advisors, LLC10,964$552K0.03%13F-HRTimeline
GeoWealth Management, LLC9,893$498K0.02%-4,28413F-HRTimeline
Total Clarity Wealth Management, Inc.9,302$475K0.16%-16913F-HRTimeline
Legacy Capital Wealth Partners, LLC8,303$418K0.1%+16213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,966$401K0.01%-2,28413F-HRTimelineGroup
Coastal Bridge Advisors, LLC7,921$399K0.04%new13F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth7,605$383K<0.01%+10313F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,376$372K<0.01%+6,62113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.7,025$354K0.01%013F-HRTimeline
Geneos Wealth Management Inc.6,694$337K<0.01%+3,87113F-HRTimeline
Acorn Wealth Advisors, LLC6,387$322K0.13%-22013F-HRTimeline
IFG Advisory, LLC6,216$313K0.02%+34413F-HRTimeline
COMERICA BANK5,806$293K<0.01%013F-HRTimeline
Sigma Planning Corp5,727$289K0.01%-17413F-HRTimeline
UBS Group AGin group UBS Group AG5,500$277K<0.01%+62213F-HRTimelineGroup
Clear Creek Financial Management, LLC5,384$271K0.03%new13F-HRTimeline
Advisory Services Network, LLC5,216$263K0.01%-1,68013F-HRTimeline
DAVENPORT & Co LLC5,205$262K<0.01%-1,66113F-HRTimeline
Bison Wealth, LLC4,846$244K0.02%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,636$234K<0.01%-1,62013F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC4,625$233K0.01%-1,72313F-HRTimeline
Visionary Wealth Advisors4,388$221K0.01%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding4,379$221K-2,536Timeline
FOURPATH CAPITAL MANAGEMENT, LLC4,224$213K0.04%-1,40813F-HRTimeline
OLD MISSION CAPITAL LLC4,216$212K<0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,096$206K<0.01%-24513F-HRTimelineGroup
PRIVATE TRUST CO NA3,969$200K0.02%new13F-HRTimeline
Raleigh Capital Management Inc.3,028$153K0.07%-1,00813F-HRTimeline
Redwood Park Advisors LLC1,958$98.7K0.08%+23413F-HRTimeline
Mattson Financial Services, LLC1,509$76K0.02%new13F-HRTimeline
TD Waterhouse Canada Inc.1,000$50.2K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.441$22.2K0.02%-13113F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC396$20K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…300$15.1K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …285$14.4K<0.01%13F-HRTimelineGroup
First Horizon Advisors, Inc.250$12.6K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY129$6.5K<0.01%-213F-HRTimelineGroup
EASTERN BANK52$2.62K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10$504<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.