Vault-13

PIMCO ETF TR LONZ

SR LN ACTIVE ETF · ETP · CUSIP 72201R627

73 institutional holders +9 vs Q1 2026
8,562,6288.6m shares reported held*
$422.2mreported value*
20 new 31 added 13 reduced 11 sold out net bought ≈ $141.6m (+2.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $49.31.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 9Q4 22: 14Q1 23: 15Q2 23: 25Q3 23: 32Q4 23: 30Q1 24: 29Q2 24: 43Q3 24: 49Q4 24: 82Q1 25: 82Q2 25: 62Q3 25: 68Q4 25: 63Q1 26: 64Q2 26: 7373Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20229
Q4 202214
Q1 202315
Q2 202325
Q3 202332
Q4 202330
Q1 202429
Q2 202443
Q3 202449
Q4 202482
Q1 202582
Q2 202562
Q3 202568
Q4 202563
Q1 202664
Q2 202673

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 32 bought or addedQ3 24: 11 cut or sold outQ4 24: 60 bought or addedQ4 24: 13 cut or sold outQ4 24Q1 25: 39 bought or addedQ1 25: 43 cut or sold outQ2 25: 22 bought or addedQ2 25: 54 cut or sold outQ2 25Q3 25: 34 bought or addedQ3 25: 30 cut or sold outQ4 25: 30 bought or addedQ4 25: 38 cut or sold outQ4 25Q1 26: 33 bought or addedQ1 26: 34 cut or sold outQ2 26: 51 bought or addedQ2 26: 24 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243211
Q4 20246013
Q1 20253943
Q2 20252254
Q3 20253430
Q4 20253038
Q1 20263334
Q2 20265124

Biggest buyers

Harel Insurance Investments & Financial Services Ltd. New +2,320,000+2.3m
Allianz Asset Management GmbH Added +606,623+606.6k
Cambridge Investment Research Advisors, Inc. Added +122,674+122.7k
McAdam, LLC New +115,747+115.7k
Atria Investments, Inc New +82,650+82.7k
LPL Financial LLC Added +75,440+75.4k
Mariner, LLC New +72,765+72.8k
BRIGHTON JONES LLC Added +58,051+58.1k
Clearstead Advisors, LLC New +27,551+27.6k
Focus Partners Wealth Added +27,482+27.5k

Biggest sellers

GOLDMAN SACHS GROUP INC Sold out -336,244-336.2k
Independent Advisor Alliance Sold out -197,473-197.5k
Elequin Capital, LP Sold out -75,760-75.8k
IEQ CAPITAL, LLC Sold out -48,494-48.5k
ALEXANDER LABRUNERIE & CO., INC. Sold out -44,435-44.4k
Inspire Advisors, LLC Sold out -28,291-28.3k
Total Clarity Wealth Management, Inc. Reduced -17,432-17.4k
JANE STREET GROUP, LLC Sold out -16,117-16.1k
Simplicity Wealth,LLC Reduced -11,338-11.3k
OLD MISSION CAPITAL LLC Sold out -8,080-8.1k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Allianz Asset Management GmbH 0.16% of their portfolio MUNICH, 2M 3,238,1993.2m $159.7m $159.7m 0.16% Added +606.6k +606,623
2 Harel Insurance Investments & Financial Services Ltd. 0.56% of their portfolio Ramat Gan, L3 2,320,0002.3m $114.4m $114.4m 0.56% New
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 515,906515.9k $25.4m $25.4m 0.01% Added +75.4k +75,440
4 State of New Jersey Common Pension Fund D 0.07% of their portfolio TRENTON, NJ 400,000400.0k $19.7m $19.7m 0.07% Unchanged
5 Flatrock Wealth Partners LLC 4.59% of their portfolio NEWPORT BEACH, CA 237,146237.1k $11.7m $11.7m 4.59% Added +15.2k +15,195
6 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 220,926220.9k $10.9m $10.9m 0.01% Added +122.7k +122,674
7 Cordoba Advisory Partners LLC 1.79% of their portfolio NEW YORK, NY 171,747171.7k $8.5m $8.5m 1.79% Added +3.0k +3,048
8 Gradient Investments LLC 0.11% of their portfolio ARDEN HILLS, MN 159,674159.7k $7.9m $7.9m 0.11% Added +5.0k +5,003
9 McAdam, LLC 0.22% of their portfolio Philadelphia, PA 115,747115.7k $5.7m $5.7m 0.22% New
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 95,85595.9k $4.7m $4.7m 0.00% Added +8.0k +7,966
11 Mid-American Wealth Advisory Group, Inc. 1.56% of their portfolio KANSAS CITY, MO 87,60687.6k $4.3m $4.3m 1.56% Reduced -5.9k -5,924
12 Atria Investments, Inc 0.04% of their portfolio Charlotte, NC 82,65082.7k $4.1m $4.1m 0.04% New
13 Mariner, LLC 0.00% of their portfolio Overland Park, KS 72,76572.8k $3.6m $3.6m 0.00% New
14 BRIGHTON JONES LLC 0.06% of their portfolio SEATTLE, WA 62,11462.1k $3.1m $3.1m 0.06% Added +58.1k +58,051
15 Roger Wittlin Investment Advisory, LLC 2.36% of their portfolio San Francisco, CA 60,84260.8k $3.0m $3.0m 2.36% Reduced -7.2k -7,163
16 J.W. COLE ADVISORS, INC. 0.05% of their portfolio TAMPA, FL 57,67157.7k $2.8m $2.8m 0.05% Added +7.5k +7,549
17 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 53,89853.9k $2.7m $2.7m 0.00% Added +3.4k +3,427
18 L & S Advisors Inc 0.25% of their portfolio Los Angeles, CA 48,79748.8k $2.4m $2.4m 0.25% Added +3.4k +3,422
19 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 43,08943.1k $2.1m $2.1m 0.00% Added +2.7k +2,732
20 Simplicity Wealth,LLC 0.07% of their portfolio SUMMIT, NJ 39,74939.7k $2.0m $2.0m 0.07% Reduced -11.3k -11,338
21 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 38,65738.7k $1.9m $1.9m 0.00% Added +27.5k +27,482
22 Hilltop Holdings Inc. 0.14% of their portfolio DALLAS, TX 36,13236.1k $1.8m $1.8m 0.14% Added +3.5k +3,494
23 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 29,48729.5k $1.5m $1.5m 0.00% Added +14.1k +14,099
24 Clearstead Advisors, LLC 0.01% of their portfolio CLEVELAND, OH 27,55127.6k $1.4m $1.4m 0.01% New
25 ARMSTRONG ADVISORY GROUP, INC 0.08% of their portfolio NEEDHAM, MA 26,98227.0k $1.3m $1.3m 0.08% Added +3.4k +3,405
26 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 24,11024.1k $1.2m $1.2m 0.00% Added +12.3k +12,307
27 Elm3 Financial Group, LLC 0.74% of their portfolio ALPHARETTA, GA 21,96022.0k $1.1m $1.1m 0.74% Reduced -860 -860
28 Clear Creek Financial Management, LLC 0.07% of their portfolio SILVERDALE, WA 21,57421.6k $1.1m $1.1m 0.07% Reduced -827 -827
29 NAPLES GLOBAL ADVISORS, LLC 0.06% of their portfolio NAPLES, FL 20,31020.3k $1.0m $1.0m 0.06% Added +100 +100
30 UBS Group AG 0.00% of their portfolio ZURICH, V8 20,22520.2k $997.3k $997.3k 0.00% Added +1.5k +1,527
31 Coastal Bridge Advisors, LLC 0.06% of their portfolio WESTPORT, CT 18,61118.6k $917.7k $917.7k 0.06% Added +2.3k +2,305
32 LifeGoal Investments, LLC 0.39% of their portfolio SARATOGA SPRINGS, NY 17,06317.1k $841.4k $841.4k 0.39% New
33 Beckerman Institutional, LLC 0.33% of their portfolio OCEAN GROVE, NJ 13,86013.9k $683.4k $683.4k 0.33% Unchanged
34 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 13,64113.6k $672.7k $672.7k 0.00% New
35 Bright Futures Wealth Management, LLC. 0.40% of their portfolio WEBSTER, NY 14580, NY 12,54712.5k $618.7k $618.7k 0.40% Added +1.5k +1,477
36 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 11,19811.2k $552.2k $552.2k 0.00% Reduced -760 -760
37 True Wealth Design, LLC 0.13% of their portfolio AKRON, OH 11,07411.1k $546.1k $546.1k 0.13% New
38 TITLEIST ASSET MANAGEMENT, LLC 0.04% of their portfolio SAN ANTONIO, TX 10,92410.9k $538.7k $538.7k 0.04% Added +442 +442
39 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 9,9399.9k $490.1k $490.1k 0.00% Added +4.6k +4,607
40 Tactive Advisors, LLC 0.12% of their portfolio Jacksonville, FL 9,7539.8k $480.9k $480.9k 0.12% Added +956 +956
41 Kensington Asset Management, LLC 0.03% of their portfolio AUSTIN, TX 9,5099.5k $468.9k $468.9k 0.03% New
42 VestGen Advisors, LLC 0.01% of their portfolio CHICAGO, IL 8,1888.2k $403.7k $403.7k 0.01% Added +5 +5
43 Total Clarity Wealth Management, Inc. 0.07% of their portfolio ST. CHARLES, IL 7,4537.5k $367.5k $367.5k 0.07% Reduced -17.4k -17,432
44 Tower Research Capital LLC (TRC) 0.01% of their portfolio NEW YORK, NY 7,4007.4k $364.9k $364.9k 0.01% Added +7.4k +7,373
45 Gateway Wealth Partners, LLC 0.02% of their portfolio APPLETON, WI 5,9516.0k $293.4k $293.4k 0.02% Reduced -7.6k -7,567
46 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 5,7935.8k $285.7k $285.7k 0.00% Unchanged
47 Acorn Wealth Advisors, LLC 0.07% of their portfolio Grand Blanc, MI 5,5865.6k $275.4k $275.4k 0.07% Reduced -153 -153
48 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 4,9064.9k $241.9k $241.9k 0.00% New
49 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 4,3584.4k $214.9k $214.9k 0.00% Reduced -442 -442
50 Family Investment Center, Inc. 0.03% of their portfolio Saint Joseph, MO 4,1504.2k $204.6k $204.6k 0.03% Added +77 +77
51 IFG Advisory, LLC 0.01% of their portfolio ATLANTA, GA 2,9643.0k $146.1k $146.1k 0.01% New
52 EVOLUTION WEALTH MANAGEMENT INC. 0.08% of their portfolio FORT MYERS, FL 2,9262.9k $144.3k $144.3k 0.08% Reduced -610 -610
53 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 2,9042.9k $143.2k $143.2k 0.00% Unchanged
54 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,2972.3k $113.3k $113.3k 0.00% Added +176 +176
55 Beacon Capital Management, Inc. 0.01% of their portfolio DAYTON, OH 1,7831.8k $87.9k $87.9k 0.01% Added +214 +214
56 Lloyd Advisory Services, LLC. 0.03% of their portfolio SUWANEE, GA 1,6691.7k $82.3k $82.3k 0.03% New
57 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,6001.6k $78.9k $78.9k 0.01% New
58 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 1,0001.0k $49.0k $49.0k 0.00% Unchanged
59 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 511511 $25.2k $25.2k 0.00% New
60 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 477477 $23.5k $23.5k 0.00% New
61 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 208208 $10.3k $10.3k 0.00% Unchanged
62 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 208208 $10.3k $10.3k 0.00% New
63 CX Institutional 0.00% of their portfolio AUBURN, IN 167167 $8.0k $8.0k 0.00% New
64 TOUNJIAN ADVISORY PARTNERS, LLC 0.00% of their portfolio FORT MYERS, FL 149149 $7.4k $7.4k 0.00% New
65 Networth Advisors, LLC 0.00% of their portfolio CANONSBURG, PA 113113 $5.6k $5.6k 0.00% Added +23 +23
66 Signature Equity Partners, LLC 0.00% of their portfolio COLUMBUS, OH 106106 $5.2k $5.2k 0.00% Added +3 +3
67 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 101101 $5.0k $5.0k 0.00% New
68 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 7272 $3.6k $3.6k 0.00% Reduced -14 -14
69 Elevated Capital Advisors, LLC 0.00% of their portfolio SANDY, UT 4646 $2.3k $2.3k 0.00% Reduced -20 -20
70 GILPIN WEALTH MANAGEMENT, LLC 0.00% of their portfolio DENVER, CO 2020 $987 $987 0.00% Unchanged
71 Montgomery Financial Services LLC 0.00% of their portfolio OCEAN CITY, MD 1414 $690 $690 0.00% First filing
72 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 1010 $493 $493 0.00% Unchanged
73 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 1010 $494 $494 0.00% New