Who Owns PIMCO ETF TR (LONZ)? -- Institutional Holders (2026-03-31)

70 institutions reported holding $281.8M of PIMCO ETF TR (LONZ) in SEC 13F filings for 2026-03-31. Largest institutional holders: Allianz Asset Management GmbH ($129.9M), LPL Financial LLC ($21.7M), State of New Jersey Common Pension Fund D ($19.8M), GOLDMAN SACHS GROUP INC ($16.6M), Flatrock Wealth Partners LLC ($11.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Allianz Asset Management GmbH$129.9M2.6MTrimmed
2LPL Financial LLC$21.7M440,466Trimmed
3State of New Jersey Common Pension Fund D$19.8M400,000Added
4GOLDMAN SACHS GROUP INC$16.6M336,244Added
5Flatrock Wealth Partners LLC$11.0M221,951Added
6Independent Advisor Alliance$9.8M197,473New
7Cordoba Advisory Partners LLC$8.3M168,699Trimmed
8Gradient Investments LLC$7.6M154,671Added
9Cambridge Investment Research Advisors, Inc.$4.9M98,252Added
10Mid-American Wealth Advisory Group, Inc.$4.7M93,530Hold
11ENVESTNET ASSET MANAGEMENT INC$4.3M87,889Added
12Roger Wittlin Investment Advisory, LLC$3.4M68,005Trimmed
13Elequin Capital, LP$3.1M75,760Added
14Simplicity Wealth,LLC$2.5M51,087Trimmed
15Cetera Investment Advisers$2.5M50,471Added
16J.W. COLE ADVISORS, INC.$2.5M50,122Added
17IEQ CAPITAL, LLC$2.4M48,494New
18L & S Advisors Inc$2.2M45,375Trimmed
19ALEXANDER LABRUNERIE & CO., INC.$2.2M44,435Added
20WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.0M40,357Trimmed
21Hilltop Holdings Inc.$1.6M32,638Added
22Inspire Advisors, LLC$1.4M28,291Trimmed
23Total Clarity Wealth Management, Inc.$1.2M24,885Added
24ARMSTRONG ADVISORY GROUP, INC$1.2M23,577Added
25Elm3 Financial Group, LLC$1.1M22,820Trimmed

Source: SEC Form 13F filings · as of 2026-03-31