Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / SR LN ACTIVE ETF
-
Total 13F shares
-
5,290,502
-
Share change
-
+693,220
-
Total reported value
-
$270,602,898
-
Price per share
-
$51.15
-
Number of holders
-
28
-
Value change
-
+$35,518,381
-
Number of buys
-
18
-
Number of sells
-
12
Institutional Holders of PIMCO ETF TR - SR LN ACTIVE ETF (LONZ) as of Q1 2024
As of 31 Mar 2024,
PIMCO ETF TR - SR LN ACTIVE ETF (LONZ) was held by
28 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,290,502 shares.
The largest 10 holders included
Allianz Asset Management GmbH, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Advocacy Wealth Management Services, LLC, Roger Wittlin Investment Advisory, LLC, Family Investment Center, Inc., Royal Bank of Canada, LifePro Asset Management, Ocean Park Asset Management, LLC, Cambridge Investment Research Advisors, Inc., and LPL Financial LLC.
This page lists
28
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| 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.