13F Insight
DOSSIER · 13F Holders · Q1 2026
LONZ

PIMCO ETF TR

73 institutions still hold PIMCO ETF TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 72201R627·73 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$274M
visible holders
Holders
73
filers reporting
Concentration
47.47%
Allianz Asset Management GmbH #1
top holder share
AI Holders Summary · Q1 2026

73 institutions reported LONZ in Q1 2026. Allianz Asset Management GmbH leads at 47.5% 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
$130M2.6M0.14%Q1 202602
LPL Financial LLC
CIK 0001403438
$22M440K0.01%Q1 202603
State of New Jersey Common Pension Fund D
CIK 0001483066
$20M400K0.08%Q1 202604
GOLDMAN SACHS GROUP INC
CIK 0000886982
$17M336K0.00%Q1 202605
Flatrock Wealth Partners LLC
CIK 0002130067
$11M222K4.93%Q1 202606
Independent Advisor Alliance
CIK 0001696899
$10M197K0.10%Q1 202607
Transform Wealth, LLC
CIK 0001682266
$10M193K0.59%Q1 202508
Cordoba Advisory Partners LLC
CIK 0002067133
$8M172K1.79%Q2 202609
Gradient Investments LLC
CIK 0001542265
$8M160K0.11%Q2 202610
Focus Partners Wealth
CIK 0001542153
$6M124K0.01%Q4 202511
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$5M98K0.01%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M88K0.00%Q1 202613
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$4M88K1.56%Q2 202614
Elequin Capital, LP
CIK 0001810873
$3M76K0.26%Q1 202615
Roger Wittlin Investment Advisory, LLC
CIK 0001911328
$3M61K2.36%Q2 202616
J.W. COLE ADVISORS, INC.
CIK 0001404763
$3M58K0.05%Q2 202617
Watts Gwilliam & Co., LLC
CIK 0001657733
$3M53K0.44%Q3 202518
Simplicity Wealth,LLC
CIK 0001913243
$3M51K0.14%Q1 202619
Cetera Investment Advisers
CIK 0001666741
$2M50K0.00%Q1 202620
IEQ CAPITAL, LLC
CIK 0001779789
$2M48K0.01%Q1 2026
Page 1 of 4
53 more holders available. Log in →