LONZ — PIMCO ETF Tr Institutional Holders · Q3 2026
Who owns PIMCO ETF Tr (LONZ)? 9 institutions reported holding $13.33M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Gradient Investments LLC ($8.0M), LifeGoal Investments, LLC ($1.5M), Armstrong Advisory Group, Inc ($1.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Gradient Investments LLC | $8.0M | 161,850 | Added |
| 2 | LifeGoal Investments, LLC | $1.5M | 31,168 | Added |
| 3 | ARMSTRONG ADVISORY GROUP, INC | $1.4M | 28,179 | Added |
| 4 | Elm3 Financial Group, LLC | $1.1M | 22,182 | Added |
| 5 | Tactive Advisors, LLC | $809,557 | 16,471 | Added |
| 6 | TITLEIST ASSET MANAGEMENT, LLC | $546,088 | 11,111 | Added |
| 7 | CX Institutional | $8,000 | 167 | Hold |
| 8 | GILPIN WEALTH MANAGEMENT, LLC | $983 | 20 | Hold |
| 9 | Farther Finance Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30