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 | Reduced | 2,631,576 | 129,945 | 0.14% | 0.18% | 1 | -945,307 | -26.43% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Reduced | 440,466 | 21,749 | 0.01% | 0.01% | 2 | -42,150 | -8.73% | Q1 2026 | May 06, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 400,000 | 19,751 | 0.08% | 0.05% | 3 | +150,000 | 60.0% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 336,244 | 16,603 | 0.0% | 0.0% | 4 | +162,232 | 93.23% | Q1 2026 | May 15, 2026 |
| Flatrock Wealth Partners LLC | History | New | 221,951 | 10,959 | 4.93% | — | 5 | +221,951 | New | Q1 2026 | Apr 29, 2026 |
| Independent Advisor Alliance | History | New | 197,473 | 9,751 | 0.1% | — | 6 | +197,473 | New | Q1 2026 | May 12, 2026 |
| Cordoba Advisory Partners LLC | History | Reduced | 168,699 | 8,330 | 2.3% | 2.24% | 7 | -9,873 | -5.53% | Q1 2026 | Apr 28, 2026 |
| Gradient Investments LLC | History | Added to | 154,671 | 7,637 | 0.12% | 0.12% | 8 | +4,767 | 3.18% | Q1 2026 | Apr 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 98,252 | 4,852 | 0.01% | 0.01% | 9 | +14,940 | 17.93% | Q1 2026 | Apr 30, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | No change | 93,530 | 4,702 | 1.99% | 1.99% | 10 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 87,889 | 4,339 | 0.0% | 0.0% | 11 | +2,765 | 3.25% | Q1 2026 | May 04, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 68,005 | 3,358 | 2.75% | 5.25% | 12 | -81,344 | -54.47% | Q1 2026 | May 13, 2026 |
| Elequin Capital, LP | History | Added to | 75,760 | 3,138 | 0.26% | 0.0% | 13 | +75,680 | 94600.0% | Q1 2026 | May 11, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 51,087 | 2,522 | 0.14% | 0.16% | 14 | -1,957 | -3.69% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Added to | 50,471 | 2,492 | 0.0% | 0.0% | 15 | +45,676 | 952.58% | Q1 2026 | May 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 50,122 | 2,475 | 0.08% | 0.0% | 16 | +266 | 0.53% | Q1 2026 | Apr 23, 2026 |
| IEQ CAPITAL, LLC | History | New | 48,494 | 2,394 | 0.01% | — | 17 | +48,494 | New | Q1 2026 | May 14, 2026 |
| L & S Advisors Inc | History | Reduced | 45,375 | 2,240 | 0.28% | 0.24% | 18 | -5,783 | -11.3% | Q1 2026 | May 11, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Added to | 44,435 | 2,194 | 0.82% | 0.79% | 19 | +1,282 | 2.97% | Q1 2026 | May 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 40,357 | 1,979 | 0.0% | 0.01% | 20 | -88,652 | -68.72% | Q1 2026 | Apr 08, 2026 |
| Hilltop Holdings Inc. | History | Added to | 32,638 | 1,611 | 0.14% | 0.09% | 21 | +1,276 | 4.07% | Q1 2026 | May 14, 2026 |
| Inspire Advisors, LLC | History | Reduced | 28,291 | 1,396 | 0.11% | 0.99% | 22 | -185,412 | -86.76% | Q1 2026 | May 15, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 24,885 | 1,228 | 0.29% | 0.28% | 23 | +2,137 | 9.39% | Q1 2026 | Apr 17, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 23,577 | 1,164 | 0.08% | 0.08% | 24 | +447 | 1.93% | Q1 2026 | Apr 10, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 22,820 | 1,126 | 0.95% | 1.2% | 25 | -5,951 | -20.68% | Q1 2026 | Apr 13, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 22,401 | 1,106 | 0.08% | 0.09% | 26 | -160 | -0.71% | Q1 2026 | Apr 22, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 20,210 | 997 | 0.07% | 0.07% | 27 | +2,210 | 12.28% | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Reduced | 19,126 | 944 | 0.0% | 0.0% | 28 | -331 | -1.7% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 18,698 | 923 | 0.0% | 0.0% | 29 | +1,743 | 10.28% | Q1 2026 | May 05, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 16,306 | 805 | 0.06% | 0.05% | 30 | +3,498 | 27.31% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 16,117 | 795 | 0.0% | 0.0% | 31 | -35,622 | -68.85% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 15,388 | 759 | 0.0% | 0.0% | 32 | +5,076 | 49.22% | Q1 2026 | May 07, 2026 |
| Beckerman Institutional, LLC | History | Added to | 13,860 | 684 | 0.36% | 0.38% | 33 | +243 | 1.78% | Q1 2026 | May 04, 2026 |
| Gateway Wealth Partners, LLC | History | New | 13,518 | 667 | 0.03% | — | 34 | +13,518 | New | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 11,958 | 590 | 0.0% | 0.0% | 35 | -4,174 | -25.87% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 11,803 | 583 | 0.0% | 0.0% | 36 | -11,175 | -48.63% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 11,175 | 551 | 0.0% | 0.01% | 37 | -112,413 | -90.96% | Q1 2026 | May 14, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 11,070 | 546 | 0.37% | 0.39% | 38 | +558 | 5.31% | Q1 2026 | Apr 15, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 10,482 | 517 | 0.04% | 0.05% | 39 | -1,211 | -10.36% | Q1 2026 | Apr 30, 2026 |
| Tactive Advisors, LLC | History | Added to | 8,797 | 434 | 0.12% | 0.1% | 40 | +1,877 | 27.12% | Q1 2026 | Apr 16, 2026 |
| VestGen Advisors, LLC | History | Reduced | 8,183 | 405 | 0.01% | 0.02% | 41 | -1,380 | -14.43% | Q1 2026 | May 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 8,080 | 398 | 0.01% | 0.01% | 42 | +1,328 | 19.67% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 5,793 | 286 | 0.0% | 0.01% | 43 | -711 | -10.93% | Q1 2026 | May 15, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 5,739 | 283 | 0.08% | 0.09% | 44 | -52 | -0.9% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | New | 5,332 | 263 | 0.0% | — | 45 | +5,332 | New | Q1 2026 | Apr 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 4,800 | 237 | 0.0% | 0.0% | 46 | -4,559 | -48.71% | Q1 2026 | Apr 27, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 4,772 | 235 | 0.01% | 0.01% | 47 | -1,365 | -22.24% | Q1 2026 | May 12, 2026 |
| Family Investment Center, Inc. | History | Reduced | 4,073 | 201 | 0.04% | 0.05% | 48 | -754 | -15.62% | Q1 2026 | Apr 24, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 3,536 | 174 | 0.13% | 0.08% | 49 | +1,573 | 80.13% | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 2,904 | 146 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,904 | 143 | 0.0% | — | 51 | +2,904 | New | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,121 | 104 | 0.0% | 0.0% | 52 | +1,400 | 194.17% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,598 | 78 | 0.0% | 0.0% | 53 | -143 | -8.21% | Q1 2026 | May 04, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 1,569 | 77 | 0.0% | 0.0% | 54 | +892 | 131.76% | Q1 2026 | May 08, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,000 | 49 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 208 | 10 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Signature Equity Partners, LLC | History | New | 103 | 5 | 0.0% | — | 57 | +103 | New | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 86 | 4 | 0.0% | 0.0% | 58 | -165 | -65.74% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | New | 100 | 4 | 0.0% | — | 60 | +100 | New | Q1 2026 | May 14, 2026 |
| Networth Advisors, LLC | History | Reduced | 90 | 4 | 0.0% | 0.0% | 59 | -33 | -26.83% | Q1 2026 | Apr 22, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 66 | 3 | 0.0% | 0.0% | 61 | -1 | -1.49% | Q1 2026 | Apr 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 27 | 1 | 0.0% | 0.16% | 62 | -129,058 | -99.98% | Q1 2026 | May 15, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -208,900 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.09% | — | -164,683 | -100.0% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -161,872 | -100.0% | Q1 2026 | May 13, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -40,000 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,210 | -100.0% | Q1 2026 | May 12, 2026 |
| Legacy Capital Group California, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -4,086 | -100.0% | Q1 2026 | May 04, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,717 | -100.0% | Q1 2026 | May 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | Apr 21, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |