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 | 3,576,883 | 179,845 | 0.18% | 0.27% | 1 | -1,187,376 | -24.92% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 482,616 | 24,265 | 0.01% | 0.01% | 2 | +83,652 | 20.97% | Q4 2025 | Feb 11, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 250,000 | 12,570 | 0.05% | 0.08% | 3 | -200,000 | -44.44% | Q4 2025 | Jan 30, 2026 |
| Inspire Advisors, LLC | History | Added to | 213,703 | 10,744 | 0.99% | 1.01% | 4 | +7,598 | 3.69% | Q4 2025 | Feb 13, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 208,900 | 10,503 | 0.49% | 0.44% | 5 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Cordoba Advisory Partners LLC | History | New | 178,572 | 9,071 | 2.24% | — | 6 | +178,572 | New | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 174,012 | 8,749 | 0.0% | 0.0% | 7 | +156,438 | 890.17% | Q4 2025 | Mar 25, 2026 |
| Atria Investments, Inc | History | Reduced | 164,683 | 8,280 | 0.09% | 0.1% | 8 | -1,860 | -1.12% | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | Added to | 161,872 | 8,138 | 0.01% | 0.01% | 9 | +7,194 | 4.65% | Q4 2025 | Feb 13, 2026 |
| Gradient Investments LLC | History | Added to | 149,904 | 7,537 | 0.12% | 0.13% | 10 | +2,835 | 1.93% | Q4 2025 | Jan 08, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 149,349 | 7,509 | 5.25% | 6.61% | 11 | -83,482 | -35.86% | Q4 2025 | Jan 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 129,009 | 6,504 | 0.01% | 0.1% | 12 | -1,206,447 | -90.34% | Q4 2025 | Jan 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 129,085 | 6,490 | 0.16% | 0.19% | 13 | -8,311 | -6.05% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 123,588 | 6,274 | 0.01% | 0.0% | 14 | +117,248 | 1849.34% | Q4 2025 | Feb 13, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | Added to | 93,530 | 4,702 | 1.99% | 2.01% | 15 | +5,452 | 6.19% | Q4 2025 | Jan 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 85,124 | 4,280 | 0.0% | 0.0% | 16 | -2,204 | -2.52% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 83,312 | 4,189 | 0.01% | 0.01% | 17 | -531 | -0.63% | Q4 2025 | Feb 05, 2026 |
| Simplicity Wealth,LLC | History | Added to | 53,044 | 2,667 | 0.16% | 0.14% | 18 | +6,387 | 13.69% | Q4 2025 | Jan 30, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 51,739 | 2,601 | 0.0% | 0.0% | 19 | -75,985 | -59.49% | Q4 2025 | Feb 12, 2026 |
| L & S Advisors Inc | History | Reduced | 51,158 | 2,572 | 0.24% | 0.64% | 20 | -79,548 | -60.86% | Q4 2025 | Feb 05, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | New | 43,153 | 2,169 | 0.79% | — | 21 | +43,153 | New | Q4 2025 | Mar 26, 2026 |
| TORONTO DOMINION BANK | History | New | 40,000 | 2,011 | 0.0% | — | 22 | +40,000 | New | Q4 2025 | Feb 17, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 31,362 | 1,576 | 0.09% | 0.09% | 23 | -180 | -0.57% | Q4 2025 | Feb 17, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 28,771 | 1,446 | 1.2% | 1.68% | 24 | -11,322 | -28.24% | Q4 2025 | Jan 22, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 23,130 | 1,162 | 0.08% | 0.07% | 25 | +2,368 | 11.41% | Q4 2025 | Jan 08, 2026 |
| ROYAL BANK OF CANADA | History | New | 22,978 | 1,156 | 0.0% | — | 26 | +22,978 | New | Q4 2025 | Feb 17, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 22,748 | 1,143 | 0.28% | 0.22% | 27 | +6,227 | 37.69% | Q4 2025 | Feb 02, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 22,561 | 1,134 | 0.09% | 0.03% | 28 | +16,268 | 258.51% | Q4 2025 | Jan 23, 2026 |
| CWM, LLC | History | Reduced | 19,457 | 978 | 0.0% | 0.01% | 29 | -63,866 | -76.65% | Q4 2025 | Jan 26, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 18,000 | 914 | 0.07% | 0.05% | 30 | +4,225 | 30.67% | Q4 2025 | Feb 04, 2026 |
| UBS Group AG | History | Added to | 16,955 | 852 | 0.0% | 0.0% | 31 | +11,875 | 233.76% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Added to | 16,132 | 811 | 0.0% | 0.01% | 32 | +484 | 3.09% | Q4 2025 | Jan 26, 2026 |
| Beckerman Institutional, LLC | History | New | 13,617 | 684 | 0.38% | — | 33 | +13,617 | New | Q4 2025 | Feb 10, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 12,808 | 643 | 0.05% | 0.04% | 34 | +1,330 | 11.59% | Q4 2025 | Feb 18, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 11,693 | 587 | 0.05% | 0.05% | 35 | +200 | 1.74% | Q4 2025 | Feb 12, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 10,512 | 528 | 0.39% | 0.36% | 36 | +1,462 | 16.15% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 10,312 | 518 | 0.0% | 0.0% | 37 | +9,281 | 900.19% | Q4 2025 | Feb 10, 2026 |
| IFG Advisory, LLC | History | Added to | 10,210 | 513 | 0.02% | 0.02% | 38 | +2,551 | 33.31% | Q4 2025 | Feb 10, 2026 |
| VestGen Advisors, LLC | History | Added to | 9,563 | 480 | 0.02% | 0.02% | 39 | +30 | 0.31% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 9,359 | 470 | 0.0% | 0.0% | 40 | -1,138 | -10.84% | Q4 2025 | Feb 12, 2026 |
| Tactive Advisors, LLC | History | Reduced | 6,920 | 347 | 0.1% | 0.12% | 41 | -1,391 | -16.74% | Q4 2025 | Jan 09, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 6,752 | 339 | 0.01% | — | 42 | +6,752 | New | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 6,504 | 327 | 0.01% | 0.01% | 43 | -176 | -2.63% | Q4 2025 | Feb 09, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 6,137 | 308 | 0.01% | 1.93% | 44 | -865,962 | -99.3% | Q4 2025 | Feb 11, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 5,791 | 291 | 0.09% | 0.1% | 45 | -177 | -2.97% | Q4 2025 | Feb 10, 2026 |
| Family Investment Center, Inc. | History | Reduced | 4,827 | 242 | 0.05% | 0.12% | 46 | -6,911 | -58.88% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | New | 4,795 | 241 | 0.0% | — | 47 | +4,795 | New | Q4 2025 | Feb 17, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 4,086 | 205 | 0.05% | 0.06% | 48 | -580 | -12.43% | Q4 2025 | Jan 28, 2026 |
| COMERICA BANK | History | Reduced | 2,904 | 146 | 0.0% | 0.0% | 49 | -2,902 | -49.98% | Q4 2025 | Jan 29, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 1,963 | 98 | 0.08% | 0.09% | 50 | +190 | 10.72% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,741 | 87 | 0.0% | 0.0% | 51 | -102 | -5.53% | Q4 2025 | Jan 28, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 1,717 | 86 | 0.03% | — | 52 | +1,717 | New | Q4 2025 | Feb 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,000 | 50 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 721 | 36 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 677 | 34 | 0.0% | 0.0% | 55 | +511 | 307.83% | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 49,856 | 33 | 0.0% | 0.05% | 56 | -4,294 | -7.93% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 251 | 12 | 0.0% | 0.0% | 57 | +136 | 118.26% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 208 | 10 | 0.0% | 0.0% | 58 | -2,900 | -93.31% | Q4 2025 | Mar 16, 2026 |
| Networth Advisors, LLC | History | New | 123 | 6 | 0.0% | — | 59 | +123 | New | Q4 2025 | Jan 22, 2026 |
| Elequin Capital, LP | History | No change | 80 | 4 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Elevated Capital Advisors, LLC | History | New | 67 | 3 | 0.0% | — | 61 | +67 | New | Q4 2025 | Jan 27, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -146,248 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CPA Asset Management Group, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -12,697 | -100.0% | Q3 2025 | Oct 21, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,675 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Pasadena Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -9,314 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Vickerman Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -6,211 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,887 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -4,961 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Redwood Park Advisors LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,958 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -348 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -248 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 29, 2025 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q3 2025 | Nov 13, 2025 |
| EverSource Wealth Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |