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Disclosery

LONZ PIMCO ETF TR

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SR LN ACTIVE ETF (fund)

61 managers (61 13F filers) reported a position in LONZ shares at 2025-06-30, 11,871,415 shares in all. 5 filers opened a position and 26 filers sold out during the quarter.

Managers
61
13F filers
61
New
5
Added
15
Reduced
30
Sold out
26
Shares held by filers
11,871,415

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 SE6,039,459$308M0.41%-2,090,60013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,357,269$69.1M0.11%+6,98713F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…850,000$43.3M0.17%013F-HRTimelineGroup
Advocacy Wealth Management, LLC839,505$42.8M2.63%+47,00213F-HRTimeline
LPL Financial LLC369,245$18.8M0.01%+49,16913F-HRTimeline
Roger Wittlin Investment Advisory, LLC251,519$12.8M7.15%-39,60713F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC210,133$10.7M1.11%+7,14913F-HRTimelineGroup
Atria Investments, Inc158,965$8.11M0.1%-116,80313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO150,716$7.69M<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC145,072$7.4M0.01%-43,53813F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC144,259$7.36M0.13%+1,25313F-HRTimelineGroup
NorthCoast Asset Management LLC128,042$6.53M0.03%new13F-HRTimeline
L & S Advisors Inc127,215$6.49M0.64%-143,87613F-HRTimeline
Ocean Park Asset Management, LLC127,100$6.4M0.23%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA85,114$4.34M<0.01%-7,59613F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC85,103$4.34M0.02%-2,26513F-HRTimelineGroup
Cambridge Investment Research Advisors,…84,706$4.32M0.01%-14,59013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC81,994$4.18M<0.01%-161,34213F-HRTimelineGroup
Mid-American Wealth Advisory Group, Inc.80,266$4.09M1.95%+22,19213F-HRTimeline
Vickerman Investment Advisors, Inc.70,706$3.61M0.77%-111,84713F-HRTimeline
Watts Gwilliam & Co., LLC56,625$2.88M0.47%+12,06813F-HRTimeline
J.W. COLE ADVISORS, INC.48,804$2.49M0.05%new13F-HRTimeline
Elm3 Financial Group, LLC46,615$2.38M1.98%-2,28113F-HRTimeline
AE Wealth Management LLC35,032$1.79M0.01%-24213F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.31,989$1.63M0.67%-1,78613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.30,673$1.56M0.1%+1,09713F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC19,624$1M0.08%+62413F-HRTimeline
Pasadena Private Wealth, LLC17,612$898K0.15%+13913F-HRTimeline
Family Investment Center, Inc.17,006$867K0.2%-15,24513F-HRTimeline
Total Clarity Wealth Management, Inc.15,902$811K0.23%+6,60013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,998$714K<0.01%-45613F-HRTimeline
CPA Asset Management Group, LLC12,697$647K0.27%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC12,625$644K0.06%-25013F-HRTimeline
HighTower Advisors, LLC12,167$620K<0.01%-3,07413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC11,342$578K0.06%-71113F-HRTimeline
VestGen Advisors, LLC10,580$540K0.02%-38413F-HRTimeline
Coastal Bridge Advisors, LLC8,758$447K0.04%+83713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth8,183$417K<0.01%+57813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,446$380K<0.01%-102,59613F-HRTimelineGroup
Clear Creek Financial Management, LLC7,281$371K0.04%+1,89713F-HRTimeline
HARBOUR INVESTMENTS, INC.6,946$354K0.01%-7913F-HRTimeline
IFG Advisory, LLC6,855$350K0.02%+63913F-HRTimeline
Acorn Wealth Advisors, LLC6,196$316K0.12%-19113F-HRTimeline
Tactive Advisors, LLC5,824$297K0.1%13F-HRTimeline
COMERICA BANK5,806$296K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG4,918$251K<0.01%-58213F-HRTimelineGroup
Bison Wealth, LLC4,846$247K0.02%013F-HRTimeline
Legacy Capital Group California, Inc.4,668$238K0.07%-34,75213F-HRTimeline
HRT FINANCIAL LP4,033$205K<0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,749$140K<0.01%-1,34713F-HRTimelineGroup
Geneos Wealth Management Inc.2,588$132K<0.01%-4,10613F-HRTimeline
Redwood Park Advisors LLC1,958$99.8K0.08%013F-HRTimeline
TD Waterhouse Canada Inc.1,000$50.8K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.952$48.5K<0.01%-6,42413F-HR/ATimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …283$14.4K<0.01%13F-HRTimelineGroup
Steward Partners Investment Advisory, L…200$10.2K<0.01%-10013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY116$5.92K<0.01%-1313F-HRTimelineGroup
Elequin Capital, LP80$4.08K<0.01%new13F-HRTimeline
Astor Investment Management LLC40$2.04K<0.01%-140,67313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10$510<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.