LONZ · Insider trading · 13F holders · Congress trades
Pimco ETF Tr (LONZ)
Who is buying and selling LONZ: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 10
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
LONZ at a glance
- No open-market insider purchases or sales of LONZ were filed in the last 90 days.
- 10 13F filers hold LONZ among their 50 largest positions, worth $151.7M combined. The biggest bets by portfolio weight are Flatrock Wealth Partners LLC (4.6%), Roger Wittlin Investment Advisory, LLC (2.4%) and Mid-American Wealth Advisory Group, Inc. (1.4%). In their latest 13Fs, 1 manager opened a new position and 4 added to one.
- No member of Congress has disclosed a trade in LONZ.
LONZ insider trading
No open-market insider purchases or sales of LONZ were filed in the last 90 days.
Who owns LONZ? Hedge funds and superinvestors
10 13F filers hold LONZ among their 50 largest positions, worth $151.7M combined. The biggest bets by portfolio weight are Flatrock Wealth Partners LLC (4.6%), Roger Wittlin Investment Advisory, LLC (2.4%) and Mid-American Wealth Advisory Group, Inc. (1.4%). In their latest 13Fs, 1 manager opened a new position and 4 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd.Insurance company | 0.6% | $114.4M | 2,320,000 | — | Q2 2026 |
| Flatrock Wealth Partners LLCWealth manager | 4.6% | $11.7M | 237,146 | +6.8% shares | Q2 2026 |
| Cordoba Advisory Partners LLCWealth manager | 1.0% | $8.4M | 171,747 | +0.0% shares | Q3 2026 |
| McAdam, LLCWealth manager | 0.2% | $6.2M | 125,946 | +8.8% shares | Q3 2026 |
| Mid-American Wealth Advisory Group, Inc.Wealth manager | 1.4% | $3.9M | 79,842 | -8.9% shares | Q3 2026 |
| Roger Wittlin Investment Advisory, LLCWealth manager | 2.4% | $3.0M | 61,677 | +1.4% shares | Q3 2026 |
| LifeGoal Investments, LLCWealth manager | 0.5% | $1.5M | 31,168 | +82.7% shares | Q3 2026 |
| Elm3 Financial Group, LLCWealth manager | 0.7% | $1.1M | 22,182 | +1.0% shares | Q3 2026 |
| True Wealth Design, LLCWealth manager | 0.2% | $910K | 18,515 | +67.2% shares | Q3 2026 |
| Kensington Asset Management, LLCMutual fund manager | 0.0% | $469K | 9,509 | New | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 7, Q2 2026: 3). Screen LONZ in the grand portfolio →
LONZ stock trades by members of Congress
No member of Congress has disclosed a trade in LONZ.
LONZ questions and answers
Are insiders buying LONZ stock?
No open-market insider purchases or sales of LONZ were filed in the last 90 days.
Which hedge funds own LONZ?
10 13F filers hold LONZ among their 50 largest positions, worth $151.7M combined. The biggest bets by portfolio weight are Flatrock Wealth Partners LLC (4.6%), Roger Wittlin Investment Advisory, LLC (2.4%) and Mid-American Wealth Advisory Group, Inc. (1.4%). In their latest 13Fs, 1 manager opened a new position and 4 added to one.
Has Congress traded LONZ?
No member of Congress has disclosed a trade in LONZ.
Who is the largest holder of LONZ?
Among 13F filers, Harel Insurance Investments & Financial Services Ltd. reports the largest LONZ position, $114.4M (2,320,000 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Flatrock Wealth Partners LLC's: 4.6% of its portfolio.
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