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Disclosery

LONZ PIMCO ETF TR

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SR LN ACTIVE ETF (fund)

64 managers (64 13F filers) reported a position in LONZ shares at 2026-03-31, 5,722,250 shares in all. 9 filers opened a position and 7 filers sold out during the quarter.

Managers
64
13F filers
64
New
9
Added
24
Reduced
27
Sold out
7
Shares held by filers
5,722,250

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 SE2,631,576$130M0.15%-945,30713F-HRTimelineGroup
LPL Financial LLC440,466$21.7M0.01%-42,15013F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…400,000$19.8M0.08%+150,00013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC336,244$16.6M<0.01%+162,23213F-HRTimelineGroup
Flatrock Wealth Partners LLC221,951$11M4.93%+19,10513F-HRTimeline
Independent Advisor Alliance197,473$9.75M0.1%new13F-HRTimeline
Cordoba Advisory Partners LLC168,699$8.33M2.3%-9,87313F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC154,671$7.64M0.12%+4,76713F-HRTimelineGroup
Cambridge Investment Research Advisors,…98,252$4.85M0.01%+14,94013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.93,530$4.7M1.99%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC87,889$4.34M<0.01%+2,76513F-HRTimelineGroup
Roger Wittlin Investment Advisory, LLC68,005$3.36M2.75%-81,34413F-HRTimeline
Elequin Capital, LP75,760$3.14M0.29%+75,68013F-HRTimeline
Simplicity Wealth,LLC51,087$2.52M0.14%-1,95713F-HRTimeline
Cetera Investment Advisers50,471$2.49M<0.01%+45,67613F-HRTimeline
J.W. COLE ADVISORS, INC.50,122$2.48M0.08%+26613F-HRTimeline
IEQ CAPITAL, LLC48,494$2.39M0.01%new13F-HRTimeline
L & S Advisors Inc45,375$2.24M0.28%-5,78313F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.44,435$2.19M0.82%+1,28213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…40,357$1.98M<0.01%-88,65213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.32,638$1.61M0.15%+1,27613F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC28,291$1.4M0.11%-185,41213F-HRTimelineGroup
Total Clarity Wealth Management, Inc.24,885$1.23M0.29%+2,13713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC23,577$1.16M0.08%+44713F-HRTimeline
Elm3 Financial Group, LLC22,820$1.13M0.95%-5,95113F-HRTimeline
Clear Creek Financial Management, LLC22,401$1.11M0.08%-16013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC20,210$998K0.07%+2,21013F-HRTimeline
CWM, LLCin group CWM, LLC19,126$944K<0.01%-33113F-HRTimelineGroup
UBS Group AGin group UBS Group AG18,698$923K<0.01%+1,74313F-HRTimelineGroup
Coastal Bridge Advisors, LLC16,306$805K0.06%+3,49813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,117$796K<0.01%-35,62213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,388$760K<0.01%+5,07613F-HRTimelineGroup
Beckerman Institutional, LLC13,860$684K0.36%+24313F-HRTimeline
Gateway Wealth Partners, LLC13,518$668K0.03%new13F-HRTimeline
AE Wealth Management LLC11,958$590K<0.01%-4,17413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,803$583K<0.01%-11,17513F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth11,175$552K<0.01%-112,41313F-HRTimelineGroup
Bright Futures Wealth Management, LLC.11,070$547K0.37%+55813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC10,482$518K0.04%-1,21113F-HRTimeline
Tactive Advisors, LLC8,797$434K0.12%+1,87713F-HRTimeline
VestGen Advisors, LLC8,183$406K0.01%-1,38013F-HRTimeline
OLD MISSION CAPITAL LLC8,080$399K0.01%+1,32813F-HRTimeline
HARBOUR INVESTMENTS, INC.5,793$286K<0.01%-71113F-HRTimeline
Acorn Wealth Advisors, LLC5,739$283K0.08%-5213F-HRTimeline
Private Advisor Group, LLC5,332$263K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,800$237K<0.01%-4,55913F-HRTimeline
Advocacy Wealth Management, LLC4,772$236K0.01%-1,36513F-HRTimeline
Family Investment Center, Inc.4,073$201K0.04%-75413F-HRTimeline
BRIGHTON JONES LLC4,063$201K<0.01%new13F-HR/ATimeline
EVOLUTION WEALTH MANAGEMENT INC.3,536$175K0.13%+1,57313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,904$143K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,121$105K<0.01%+1,40013F-HRTimelineGroup
Geneos Wealth Management Inc.1,598$78.9K<0.01%-14313F-HRTimeline
Beacon Capital Management, Inc.1,569$77.5K<0.01%+89213F-HR/ATimeline
TD Waterhouse Canada Inc.1,000$49K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…208$10.3K<0.01%013F-HRTimelineGroup
Signature Equity Partners, LLC103$5.11K<0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC100$4.94K<0.01%new13F-HRTimelineGroup
Networth Advisors, LLC90$4.44K<0.01%-3313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY86$4.25K<0.01%-16513F-HRTimelineGroup
Elevated Capital Advisors, LLC66$3.24K<0.01%-113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…27$1.33K<0.01%-129,05813F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC20$988<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10$494<0.01%013F-HR/ATimelineGroup