Who Owns PIMCO ETF TR (LONZ)? -- Institutional Holders (2026-06-30)

84 institutions reported holding $416.8M of PIMCO ETF TR (LONZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Allianz Asset Management GmbH ($159.7M), Harel Insurance Investments & Financial Services Ltd. ($114.4M), LPL Financial LLC ($25.4M), State of New Jersey Common Pension Fund D ($19.7M), Flatrock Wealth Partners LLC ($11.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Allianz Asset Management GmbH	$159.7M	3.2M	Added
2	Harel Insurance Investments & Financial Services Ltd.	$114.4M	2.3M	New
3	LPL Financial LLC	$25.4M	515,906	Added
4	State of New Jersey Common Pension Fund D	$19.7M	400,000	Hold
5	Flatrock Wealth Partners LLC	$11.7M	237,146	Added
6	Cordoba Advisory Partners LLC	$8.5M	171,747	Added
7	Gradient Investments LLC	$7.9M	159,674	Added
8	McAdam, LLC	$5.7M	115,747	New
9	Cambridge Investment Research Advisors, Inc.	$5.4M	110,463	Added
10	ENVESTNET ASSET MANAGEMENT INC	$4.7M	95,855	Added
11	Mid-American Wealth Advisory Group, Inc.	$4.3M	87,606	Trimmed
12	Atria Investments, Inc	$4.1M	82,650	New
13	Mariner, LLC	$3.6M	72,765	New
14	BRIGHTON JONES LLC	$3.1M	62,114	Added
15	Roger Wittlin Investment Advisory, LLC	$3.0M	60,842	Trimmed
16	J.W. COLE ADVISORS, INC.	$2.8M	57,671	Added
17	Cetera Investment Advisers	$2.7M	53,898	Added
18	L & S Advisors Inc	$2.4M	48,797	Added
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$2.1M	43,089	Added
20	Simplicity Wealth,LLC	$2.0M	39,749	Trimmed
21	Focus Partners Wealth	$1.9M	38,657	Added
22	Hilltop Holdings Inc.	$1.8M	36,132	Added
23	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.5M	29,487	Added
24	Clearstead Advisors, LLC	$1.4M	27,551	New
25	ARMSTRONG ADVISORY GROUP, INC	$1.3M	26,982	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30