LONZ PIMCO ETF TR
FollowSR LN ACTIVE ETF (fund)
Filings received so far for Q3 2026: 8 13F filers report a position in LONZ shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Gradient Investments LLCin group Gradient Investments LLC | 161,850 | $7.95M | 0.11% | +2,176 | 13F-HRTimelineGroup |
| LifeGoal Investments, LLC | 31,168 | $1.53M | 0.47% | +14,105 | 13F-HRTimeline |
| ARMSTRONG ADVISORY GROUP, INC | 28,179 | $1.39M | 0.08% | +1,197 | 13F-HRTimeline |
| Elm3 Financial Group, LLC | 22,182 | $1.09M | 0.73% | +222 | 13F-HRTimeline |
| Tactive Advisors, LLC | 16,471 | $810K | 0.19% | +6,718 | 13F-HRTimeline |
| TITLEIST ASSET MANAGEMENT, LLC | 11,111 | $546K | 0.04% | +187 | 13F-HRTimeline |
| CX Institutional | 167 | $8K | <0.01% | 0 | 13F-HRTimeline |
| GILPIN WEALTH MANAGEMENT, LLC | 20 | $983 | <0.01% | 0 | 13F-HRTimeline |