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Disclosery

LONZ PIMCO ETF TR

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SR LN ACTIVE ETF (fund)

67 managers (67 13F filers) reported a position in LONZ shares at 2025-09-30, 10,436,613 shares in all. 11 filers opened a position and 4 filers sold out during the quarter.

Managers
67
13F filers
67
New
11
Added
23
Reduced
25
Sold out
4
Shares held by filers
10,436,613

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 SE4,764,259$243M0.3%-1,275,20013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,335,456$67.8M0.1%-21,81313F-HRTimeline
Advocacy Wealth Management, LLC872,099$44.5M1.93%+32,59413F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…450,000$23M0.08%-400,00013F-HRTimelineGroup
LPL Financial LLC398,964$20.4M0.01%+29,71913F-HRTimeline
Roger Wittlin Investment Advisory, LLC232,831$11.9M6.61%-18,68813F-HRTimeline
Ocean Park Asset Management, LLC208,900$10.7M0.44%+81,80013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC206,105$10.5M1.01%-4,02813F-HRTimelineGroup
Atria Investments, Inc166,543$8.51M0.1%+7,57813F-HRTimeline
Mariner, LLCin group Mariner, LLC154,678$7.9M0.01%+9,60613F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC147,069$7.51M0.13%+2,81013F-HRTimelineGroup
NorthCoast Asset Management LLC146,248$7.47M0.03%+18,20613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…137,396$7.02M0.19%new13F-HRTimelineGroup
L & S Advisors Inc130,706$6.68M0.64%+3,49113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC127,724$6.52M0.01%new13F-HRTimelineGroup
Mid-American Wealth Advisory Group, Inc.88,078$4.5M2.01%+7,81213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC87,328$4.46M<0.01%+5,33413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA85,103$4.35M<0.01%-1113F-HRTimelineGroup
Cambridge Investment Research Advisors,…83,843$4.28M0.01%-86313F-HRTimeline
CWM, LLCin group CWM, LLC83,323$4.25M0.01%-1,78013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.54,150$2.77M0.05%+5,34613F-HRTimeline
Watts Gwilliam & Co., LLC53,484$2.73M0.44%-3,14113F-HRTimeline
Simplicity Wealth,LLC46,657$2.38M0.14%new13F-HRTimeline
Elm3 Financial Group, LLC40,093$2.05M1.68%-6,52213F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.35,795$1.83M0.68%+3,80613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.31,542$1.61M0.09%+86913F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC20,762$1.06M0.07%+1,13813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC17,574$898K<0.01%+10,12813F-HRTimelineGroup
Total Clarity Wealth Management, Inc.16,521$844K0.22%+61913F-HRTimeline
AE Wealth Management LLC15,648$799K0.01%-19,38413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC13,775$703K0.05%+1,15013F-HRTimeline
CPA Asset Management Group, LLC12,697$648K0.25%013F-HRTimeline
HighTower Advisors, LLC12,675$647K<0.01%+50813F-HRTimeline
Family Investment Center, Inc.11,738$599K0.12%-5,26813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC11,493$587K0.05%+15113F-HRTimeline
Coastal Bridge Advisors, LLC11,478$586K0.04%+2,72013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,497$536K<0.01%-3,50113F-HRTimeline
VestGen Advisors, LLC9,533$487K0.02%-1,04713F-HRTimeline
Pasadena Private Wealth, LLC9,314$476K0.07%-8,29813F-HRTimeline
Bright Futures Wealth Management, LLC.9,050$462K0.36%13F-HRTimeline
Tactive Advisors, LLC8,311$424K0.12%+2,48713F-HRTimeline
IFG Advisory, LLC7,659$391K0.02%+80413F-HRTimeline
HARBOUR INVESTMENTS, INC.6,680$341K0.01%-26613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,340$324K<0.01%-1,84313F-HRTimelineGroup
Clear Creek Financial Management, LLC6,293$321K0.03%-98813F-HRTimeline
Vickerman Investment Advisors, Inc.6,211$317K0.06%-64,49513F-HRTimeline
Acorn Wealth Advisors, LLC5,968$305K0.1%-22813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,887$301K<0.01%new13F-HRTimelineGroup
COMERICA BANK5,806$297K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG5,080$259K<0.01%+16213F-HRTimelineGroup
Legacy Capital Group California, Inc.4,666$238K0.06%-213F-HRTimeline
Bison Wealth, LLC4,001$202K0.02%-84513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,108$159K<0.01%new13F-HRTimelineGroup
Redwood Park Advisors LLC1,958$100K0.07%013F-HRTimeline
Geneos Wealth Management Inc.1,843$94.1K<0.01%-74513F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,773$90.5K0.09%new13F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,031$52.7K<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.1,000$50.7K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.721$36.8K<0.01%-23113F-HRTimelineGroup
Advisory Services Network, LLC348$17.8K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …248$12.7K<0.01%13F-HRTimelineGroup
Beacon Capital Management, Inc.166$8.48K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY115$5.88K<0.01%-113F-HR/ATimelineGroup
Root Financial Partners, LLC100$5.11K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN81$4.14K<0.01%new13F-HRTimelineGroup
Elequin Capital, LP80$4.09K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10$511<0.01%013F-HRTimelineGroup