DOSSIER · 13F Holders · Q2 2026
LONZ

PIMCO ETF TR

78 institutions still hold PIMCO ETF TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 72201R627·78 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$289M
visible holders
Holders
78
filers reporting
Concentration
55.31%
Allianz Asset Management GmbH #1
top holder share
AI Holders Summary · Q2 2026

78 institutions reported LONZ in Q2 2026. Allianz Asset Management GmbH leads at 55.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Allianz Asset Management GmbH
CIK 0001535323
$160M3.2M0.13%Q2 2026
02
LPL Financial LLC
CIK 0001403438
$25M516K0.01%Q2 2026
03
State of New Jersey Common Pension Fund D
CIK 0001483066
$20M400K0.07%Q2 2026
04
Flatrock Wealth Partners LLC
CIK 0002130067
$12M237K4.59%Q2 2026
05
Transform Wealth, LLC
CIK 0001682266
$10M193K0.59%Q1 2025
06
Cordoba Advisory Partners LLC
CIK 0002067133
$8M172K1.79%Q2 2026
07
Gradient Investments LLC
CIK 0001542265
$8M160K0.11%Q2 2026
08
McAdam, LLC
CIK 0001695490
$6M116K0.22%Q2 2026
09
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$5M98K0.01%Q1 2026
10
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M96K0.00%Q2 2026
11
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$4M88K1.56%Q2 2026
12
Atria Investments, Inc
CIK 0001535865
$4M83K0.04%Q2 2026
13
Mariner, LLC
CIK 0001373442
$4M73K0.00%Q2 2026
14
BRIGHTON JONES LLC
CIK 0001360798
$3M62K0.06%Q2 2026
15
Roger Wittlin Investment Advisory, LLC
CIK 0001911328
$3M61K2.36%Q2 2026
16
J.W. COLE ADVISORS, INC.
CIK 0001404763
$3M58K0.05%Q2 2026
17
Watts Gwilliam & Co., LLC
CIK 0001657733
$3M53K0.44%Q3 2025
18
Cetera Investment Advisers
CIK 0001666741
$3M54K0.00%Q2 2026
19
L & S Advisors Inc
CIK 0001392364
$2M49K0.25%Q2 2026
20
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$2M43K0.00%Q2 2026
Page 1 of 4
58 more holders available. Log in →