Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / SR LN ACTIVE ETF
-
Total 13F shares
-
2,461,362
-
Share change
-
+907,845
-
Total reported value
-
$122,821,817
-
Price per share
-
$49.90
-
Number of holders
-
24
-
Value change
-
+$45,359,719
-
Number of buys
-
20
-
Number of sells
-
4
Institutional Holders of PIMCO ETF TR - SR LN ACTIVE ETF (LONZ) as of Q2 2023
As of 30 Jun 2023,
PIMCO ETF TR - SR LN ACTIVE ETF (LONZ) was held by
24 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,461,362 shares.
The largest 10 holders included
Advocacy Wealth Management Services, LLC, Allianz Asset Management GmbH, Royal Bank of Canada, Roger Wittlin Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC, JANE STREET GROUP, LLC, Transform Wealth, LLC, Atria Investments, Inc, Mariner, LLC, and LifePro Asset Management.
This page lists
24
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.