Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / SR LN ACTIVE ETF
-
Number of holders
-
29
-
Total 13F shares, excl. options
-
4.6M
-
Shares change
-
-85.7K
-
Total reported value, excl. options
-
$232M
-
Value change
-
-$4.27M
-
Number of buys
-
20
-
Number of sells
-
-16
-
Price
-
$50.48
Significant Holders of PIMCO ETF TR - SR LN ACTIVE ETF (LONZ) as of Q4 2023
38 filings reported holding LONZ - PIMCO ETF TR - SR LN ACTIVE ETF as of Q4 2023.
PIMCO ETF TR - SR LN ACTIVE ETF (LONZ) has 29 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.6M shares
.
Largest 10 shareholders include Allianz Asset Management GmbH (2.13M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (937K shares), Advocacy Wealth Management Services, LLC (671K shares), Roger Wittlin Investment Advisory, LLC (162K shares), ROYAL BANK OF CANADA (162K shares), LifePro Asset Management (78.4K shares), Wright Fund Management, LLC (74.8K shares), LPL Financial LLC (52.4K shares), JANE STREET GROUP, LLC (49.1K shares), and Cambridge Investment Research Advisors, Inc. (48.9K shares).
This table shows the top 29 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.