Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
-
Equity / SR LN ACTIVE ETF
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Number of holders
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48
-
Total 13F shares, excl. options
-
9.7M
-
Shares change
-
+3.17M
-
Total reported value, excl. options
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$496M
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Value change
-
+$162M
-
Number of buys
-
34
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Number of sells
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-11
-
Price
-
$51.14
Significant Holders of PIMCO ETF TR - SR LN ACTIVE ETF (LONZ) as of Q3 2024
52 filings reported holding LONZ - PIMCO ETF TR - SR LN ACTIVE ETF as of Q3 2024.
PIMCO ETF TR - SR LN ACTIVE ETF (LONZ) has 48 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9.7M shares
.
Largest 10 shareholders include Allianz Asset Management GmbH (4.32M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (1.3M shares), Advocacy Wealth Management Services, LLC (719K shares), MEITAV INVESTMENT HOUSE LTD (488K shares), Ferguson Shapiro LLC (371K shares), Family Investment Center, Inc. (274K shares), CWM, LLC (271K shares), LPL Financial LLC (261K shares), Roger Wittlin Investment Advisory, LLC (219K shares), and Royal Bank of Canada (175K shares).
This table shows the top 48 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.