Q4 2024 13F Holders as of 12/31/2024
-
Type / Class
-
Equity / SR LN ACTIVE ETF
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Number of holders
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81
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Total 13F shares, excl. options
-
14.6M
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Shares change
-
+4.93M
-
Total reported value, excl. options
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$746M
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Value change
-
+$252M
-
Number of buys
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60
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Number of sells
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-13
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Price
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$51.10
Significant Holders of PIMCO ETF TR - SR LN ACTIVE ETF (LONZ) as of Q4 2024
86 filings reported holding LONZ - PIMCO ETF TR - SR LN ACTIVE ETF as of Q4 2024.
PIMCO ETF TR - SR LN ACTIVE ETF (LONZ) has 81 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 14.6M shares
.
Largest 10 shareholders include Allianz Asset Management GmbH (6.63M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (1.31M shares), State of New Jersey Common Pension Fund D (850K shares), Advocacy Wealth Management Services, LLC (729K shares), MEITAV INVESTMENT HOUSE LTD (488K shares), WELLS FARGO & COMPANY/MN (423K shares), Ferguson Shapiro LLC (323K shares), LPL Financial LLC (307K shares), Atria Investments, Inc (300K shares), and Roger Wittlin Investment Advisory, LLC (285K shares).
This table shows the top 81 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.