Grundlæggende statistik
| Institutionelle ejere | 63 total, 63 long only, 0 short only, 0 long/short - change of -12,33% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2500 % - change of -12,23% MRQ |
| Institutionelle aktier (lange) | 6.771.850 (ex 13D/G) - change of -8,62MM shares -55,99% MRQ |
| Institutionel værdi (lang) | $ 335.136 USD ($1000) |
Institutionelt ejerskab og aktionærer
PIMCO ETF Trust - PIMCO Senior Loan Active Exchange-Traded Fund (US:LONZ) har 63 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 6,771,850 aktier. Største aktionærer omfatter Allianz Asset Management GmbH, LPL Financial LLC, State of New Jersey Common Pension Fund D, Inspire Advisors, LLC, Cordoba Advisory Partners LLC, Goldman Sachs Group Inc, Atria Investments Llc, Mariner, LLC, Gradient Investments LLC, and Roger Wittlin Investment Advisory, LLC .
PIMCO ETF Trust - PIMCO Senior Loan Active Exchange-Traded Fund (ARCA:LONZ) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of April 24, 2026 is 49,69 / share. Previously, on April 28, 2025, the share price was 50,08 / share. This represents a decline of 0,78% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 1.000 | 0,00 | 50 | 0,00 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 31.362 | -0,57 | 1.577 | -2,11 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 90 | -26,83 | 4 | -33,33 | ||||
| 2026-01-20 | 13F | Roger Wittlin Investment Advisory, LLC | 149.349 | -35,86 | 7.509 | -36,85 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 208 | -93,31 | 10 | -93,67 | ||||
| 2026-01-13 | 13F | CPA Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Morgan Stanley | 251 | 118,26 | 13 | 140,00 | ||||
| 2026-02-17 | 13F | Coastal Bridge Advisors, LLC | 12.808 | 11,59 | 644 | 9,73 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 1.963 | 10,72 | 99 | 8,89 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 6.752 | 339 | ||||||
| 2026-01-30 | 13F | State of New Jersey Common Pension Fund D | 250.000 | -44,44 | 12.570 | -45,30 | ||||
| 2026-04-22 | 13F | Mid-American Wealth Advisory Group, Inc. | 93.530 | 0,00 | 4.703 | 0,00 | ||||
| 2026-02-11 | 13F | Advocacy Wealth Management Services, LLC | 6.137 | -99,30 | 309 | -99,31 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 40.357 | -68,72 | 1.980 | -69,57 | ||||
| 2026-02-17 | 13F | Redwood Park Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 50.122 | 0,53 | 2.475 | 7.400,00 | ||||
| 2026-02-10 | 13F | Pasadena Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 22.978 | -73,00 | 1.156 | -73,40 | ||||
| 2026-03-26 | 13F | Alexander Labrunerie & Co., Inc. | 43.153 | 20,56 | 2.170 | 18,65 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Mariner, LLC | 161.872 | 4,65 | 8.139 | 3,03 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 174.012 | 890,17 | 8.749 | 875,36 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 23.577 | 1,93 | 1.164 | 0,17 | ||||
| 2025-11-21 | 13F | Watts Gwilliam & Co., LLC | 53.484 | -5,55 | 2.731 | -5,31 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 10 | 0,00 | 1 | |||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-07 | 13F | Jpmorgan Chase & Co | 0 | -100,00 | 0 | |||||
| 2026-02-27 | 13F/A | Howard Bailey Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Colony Group, LLC | 123.588 | 1.849,34 | 6.275 | 1.842,41 | ||||
| 2026-01-28 | 13F | Legacy Capital Group California, Inc. | 4.086 | -12,43 | 205 | -13,87 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 10.312 | 900,19 | 518 | 896,15 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 5.791 | -2,97 | 291 | -4,28 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 11.693 | 1,74 | 588 | 0,17 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 129.085 | -6,05 | 6.490 | -7,50 | ||||
| 2026-01-27 | 13F | Elevated Capital Advisors, LLC | 67 | 3 | ||||||
| 2026-02-17 | 13F | Elequin Capital Lp | 80 | 0,00 | 4 | 0,00 | ||||
| 2026-01-29 | 13F | Comerica Bank | 2.904 | -49,98 | 146 | -50,68 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 1.717 | 86 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 22.401 | -0,71 | 1.106 | -2,47 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 9.359 | -10,84 | 471 | |||||
| 2026-02-05 | 13F | Atria Investments Llc | 164.683 | -1,12 | 8.280 | -2,65 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 20.210 | 12,28 | 998 | 9,08 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 16.132 | 3,09 | 811 | 1,50 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Elm3 Financial Group, LLC | 22.820 | -20,68 | 1.127 | -22,13 | ||||
| 2025-11-14 | 13F | Raymond James Financial Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Vickerman Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 20 | 1 | ||||||
| 2026-01-29 | 13F | UBS Group AG | 16.955 | 233,76 | 852 | 228,96 | ||||
| 2025-11-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 8.797 | 27,12 | 434 | 25,07 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Beckerman Institutional, LLC | 13.617 | 685 | ||||||
| 2025-11-12 | 13F | Steward Partners Investment Advisory, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Beacon Capital Management, Inc. | 677 | 307,83 | 34 | 325,00 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 4.795 | 241 | ||||||
| 2026-03-24 | 13F | Armis Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 10.210 | 513 | ||||||
| 2026-02-11 | 13F | Allianz Asset Management GmbH | 3.576.883 | -24,92 | 179.846 | -26,08 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 4.073 | -15,62 | 201 | -16,94 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 24.885 | 9,39 | 1.229 | 7,44 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 53.044 | 13,69 | 2.667 | 11,96 | ||||
| 2026-02-05 | 13F | L & S Advisors Inc | 51.158 | -60,86 | 2.572 | -61,47 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 85.124 | -2,52 | 4.280 | -4,01 | ||||
| 2025-11-12 | 13F | Huntington National Bank | 253 | -6,30 | ||||||
| 2026-04-13 | 13F | Gradient Investments LLC | 154.671 | 3,18 | 7.638 | 1,33 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 51.739 | -59,49 | 2.601 | -60,12 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 9.563 | 0,31 | 481 | -1,23 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 83.312 | -0,63 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Inspire Advisors, LLC | 213.703 | 3,69 | 10.745 | 2,08 | ||||
| 2026-02-17 | 13F | Toronto Dominion Bank | 40.000 | 2.011 | ||||||
| 2026-02-13 | 13F | Cordoba Advisory Partners LLC | 178.572 | 9.071 | ||||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 721 | 0,00 | 36 | 0,00 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 11.070 | 5,31 | 547 | 3,41 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 1.741 | -5,53 | 88 | -7,45 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 19.457 | -76,65 | 1 | -100,00 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 6.504 | -2,63 | 327 | -4,11 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 482.616 | 20,97 | 24.266 | 19,09 |
