PIMCO ETF Trust - LONZ
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Allianz Asset Management GmbH | History | No change | 3,238,199 | 159,675 | 0.13% | 0.13% | 1 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 2,320,000 | 114,399 | 0.56% | 0.56% | 2 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | No change | 515,906 | 25,439 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 400,000 | 19,724 | 0.07% | 0.07% | 4 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Flatrock Wealth Partners LLC | History | No change | 237,146 | 11,693 | 4.59% | 4.59% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cordoba Advisory Partners LLC | History | No change | 171,747 | 8,468 | 1.79% | 1.79% | 6 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Gradient Investments LLC | History | Added to | 161,850 | 7,954 | 0.11% | 0.11% | 7 | +2,176 | 1.36% | Q3 2026 | Oct 08, 2026 |
| McAdam, LLC | History | No change | 115,747 | 5,707 | 0.22% | 0.22% | 8 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 110,463 | 5,447 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 95,855 | 4,726 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | No change | 87,606 | 4,319 | 1.56% | 1.56% | 11 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Atria Investments, Inc | History | No change | 82,650 | 4,075 | 0.04% | 0.04% | 12 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | No change | 72,765 | 3,588 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIGHTON JONES LLC | History | No change | 62,114 | 3,062 | 0.06% | 0.06% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | No change | 60,842 | 3,000 | 2.36% | 2.36% | 15 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 57,671 | 2,843 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cetera Investment Advisers | History | No change | 53,898 | 2,657 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| L & S Advisors Inc | History | No change | 48,797 | 2,406 | 0.25% | 0.25% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 43,089 | 2,118 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Simplicity Wealth,LLC | History | No change | 39,749 | 1,960 | 0.07% | 0.07% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | No change | 38,657 | 1,906 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hilltop Holdings Inc. | History | No change | 36,132 | 1,781 | 0.14% | 0.14% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 29,487 | 1,453 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 27,551 | 1,358 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 26,982 | 1,330 | 0.08% | 0.08% | 25 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 24,110 | 1,189 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 22,182 | 1,090 | 0.73% | 0.74% | 27 | +222 | 1.01% | Q3 2026 | Oct 07, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 21,574 | 1,063 | 0.07% | 0.07% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 20,310 | 1,001 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UBS Group AG | History | No change | 20,225 | 997 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 18,611 | 917 | 0.06% | 0.06% | 31 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| LifeGoal Investments, LLC | History | No change | 17,063 | 841 | 0.38% | 0.38% | 32 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Tactive Advisors, LLC | History | Added to | 16,471 | 809 | 0.19% | 0.12% | 33 | +6,718 | 68.88% | Q3 2026 | Oct 08, 2026 |
| Beckerman Institutional, LLC | History | No change | 13,860 | 683 | 0.32% | 0.32% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 13,641 | 672 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bright Futures Wealth Management, LLC. | History | No change | 12,547 | 618 | 0.4% | 0.4% | 36 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AE Wealth Management LLC | History | No change | 11,198 | 552 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 11,111 | 546 | 0.04% | 0.04% | 39 | +187 | 1.71% | Q3 2026 | Oct 08, 2026 |
| True Wealth Design, LLC | History | No change | 11,074 | 546 | 0.13% | 0.13% | 38 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Private Advisor Group, LLC | History | No change | 9,939 | 490 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kensington Asset Management, LLC | History | No change | 9,509 | 468 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VestGen Advisors, LLC | History | No change | 8,188 | 403 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 7,453 | 367 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 7,400 | 364 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 5,951 | 293 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,793 | 285 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 5,586 | 275 | 0.07% | 0.07% | 47 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,906 | 241 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 4,358 | 214 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Family Investment Center, Inc. | History | No change | 4,150 | 204 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFG Advisory, LLC | History | No change | 2,964 | 146 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 2,926 | 144 | 0.08% | 0.08% | 52 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,904 | 143 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,297 | 113 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Capital Management, Inc. | History | No change | 1,783 | 87 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 1,669 | 82 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,600 | 78 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,000 | 49 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arax Advisory Partners | History | No change | 511 | 25 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 477 | 23 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 208 | 10 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 208 | 10 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CX Institutional | History | No change | 167 | 8 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 149 | 7 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Networth Advisors, LLC | History | No change | 113 | 5 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Signature Equity Partners, LLC | History | No change | 106 | 5 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 101 | 4 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MORGAN STANLEY | History | No change | 72 | 3 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 46 | 2 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Montgomery Financial Services LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |