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Disclosery

LONZ PIMCO ETF TR

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SR LN ACTIVE ETF (fund)

63 managers (63 13F filers) reported a position in LONZ shares at 2025-12-31, 7,213,380 shares in all. 6 filers opened a position and 12 filers sold out during the quarter.

Managers
63
13F filers
63
New
6
Added
24
Reduced
25
Sold out
12
Shares held by filers
7,213,380

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 SE3,576,883$180M0.21%-1,187,37613F-HRTimelineGroup
LPL Financial LLC482,616$24.3M0.01%+83,65213F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…250,000$12.6M0.05%-200,00013F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC213,703$10.7M0.99%+7,59813F-HRTimelineGroup
Ocean Park Asset Management, LLC208,900$10.5M0.49%013F-HRTimeline
Flatrock Wealth Partners LLC202,846$10.3M4.94%13F-HR/ATimeline
Cordoba Advisory Partners LLC178,572$9.07M2.24%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC174,012$8.75M<0.01%+156,43813F-HR/ATimelineGroup
Atria Investments, Inc164,683$8.28M0.09%-1,86013F-HRTimeline
Mariner, LLCin group Mariner, LLC161,872$8.14M0.01%+7,19413F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC149,904$7.54M0.12%+2,83513F-HRTimelineGroup
Roger Wittlin Investment Advisory, LLC149,349$7.51M5.25%-83,48213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…129,009$6.5M0.01%-1,206,44713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…129,085$6.49M0.16%-8,31113F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth123,588$6.27M0.01%+117,24813F-HRTimelineGroup
Mid-American Wealth Advisory Group, Inc.93,530$4.7M1.99%+5,45213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC85,124$4.28M<0.01%-2,20413F-HRTimelineGroup
Cambridge Investment Research Advisors,…83,312$4.19M0.01%-53113F-HRTimeline
Simplicity Wealth,LLC53,044$2.67M0.16%+6,38713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC51,739$2.6M<0.01%-75,98513F-HRTimelineGroup
L & S Advisors Inc51,158$2.57M0.24%-79,54813F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.43,153$2.17M0.79%+7,35813F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK40,000$2.01M<0.01%new13F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.31,362$1.58M0.09%-18013F-HRTimelineGroup
Elm3 Financial Group, LLC28,771$1.45M1.2%-11,32213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC23,130$1.16M0.08%+2,36813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,978$1.16M<0.01%-62,12513F-HRTimelineGroup
Total Clarity Wealth Management, Inc.22,748$1.14M0.28%+6,22713F-HRTimeline
Clear Creek Financial Management, LLC22,561$1.13M0.09%+16,26813F-HRTimeline
CWM, LLCin group CWM, LLC19,457$978K<0.01%-63,86613F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC18,000$914K0.07%+4,22513F-HRTimeline
UBS Group AGin group UBS Group AG16,955$852K<0.01%+11,87513F-HRTimelineGroup
AE Wealth Management LLC16,132$811K<0.01%+48413F-HRTimeline
Beckerman Institutional, LLC13,617$685K0.38%new13F-HRTimeline
Coastal Bridge Advisors, LLC12,808$644K0.05%+1,33013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC11,693$588K0.05%+20013F-HRTimeline
Bright Futures Wealth Management, LLC.10,512$529K0.39%+1,46213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,312$518K<0.01%+9,28113F-HR/ATimelineGroup
IFG Advisory, LLC10,210$513K0.02%+2,55113F-HRTimeline
VestGen Advisors, LLC9,563$481K0.02%+3013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,359$471K<0.01%-1,13813F-HRTimeline
Tactive Advisors, LLC6,920$348K0.1%-1,39113F-HRTimeline
OLD MISSION CAPITAL LLC6,752$339K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.6,504$327K0.01%-17613F-HRTimeline
Advocacy Wealth Management, LLC6,137$309K0.01%-865,96213F-HRTimeline
Acorn Wealth Advisors, LLC5,791$291K0.09%-17713F-HRTimeline
Family Investment Center, Inc.4,827$243K0.05%-6,91113F-HRTimeline
Cetera Investment Advisers4,795$241K<0.01%new13F-HRTimeline
Legacy Capital Group California, Inc.4,086$205K0.05%-58013F-HRTimeline
COMERICA BANK2,904$146K<0.01%-2,90213F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,963$98.7K0.08%+19013F-HRTimeline
Geneos Wealth Management Inc.1,741$87.5K<0.01%-10213F-HRTimeline
Lloyd Advisory Services, LLC.1,717$86.3K0.03%new13F-HRTimeline
TD Waterhouse Canada Inc.1,000$50.3K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.721$36.2K<0.01%013F-HRTimelineGroup
Beacon Capital Management, Inc.677$34K<0.01%+51113F-HRTimeline
J.W. COLE ADVISORS, INC.49,856$33K<0.01%-4,29413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY251$12.6K<0.01%+13613F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…208$10.5K<0.01%-2,90013F-HR/ATimelineGroup
Networth Advisors, LLC123$6.18K<0.01%13F-HRTimeline
Elequin Capital, LP80$4.02K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC67$3.37K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10$503<0.01%013F-HRTimelineGroup