Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pimco ETF Tr (LONZ)

74 + Investors. Track Smart Money conviction in LONZ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
2Q ▲
Buyers last Q
67%

Smart Money Signals — LONZ

Based on 74 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added LONZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
74 funds currently hold this stock — 92% of the 3.0-year high of 80 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 3 quarters from the low — a sharp move.
🟢

More buyers than sellers — 67% buying

53 buying26 selling
Last quarter: 53 funds were net buyers (24 opened a brand new position + 29 added to an existing one). Only 26 were sellers (14 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new LONZ position: 13 → 8 → 9 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 34% long-term, 41% new

■ 34% conviction (2yr+) ■ 26% medium ■ 41% new
Of the 74 current holders: 25 (34%) held >2 years, 19 held 1–2 years, and 30 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares +48%, value +7%

Value
+7%
Shares
+47%
Last quarter: funds added +48% more shares while total portfolio value only changed +7%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

8 → 13 → 8 → 9 → 24 new funds/Q
New funds entering each quarter: 13 → 8 → 9 → 24. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 31% veterans, 47% new entrants

■ 31% veterans ■ 22% 1-2yr ■ 47% new
Of 74 current holders: 23 (31%) held 2+ years, 16 held 1–2 years, 35 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
7 of 74 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — LONZ

In 2026 Q2, 53 hedge funds were net buyers of LONZ (24 opened a new position, 29 added to an existing one), while 26 reduced or exited (14 trimmed, 12 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 74.

Hedge Fund Ownership: LONZ

How many hedge funds hold LONZ — quarterly history vs. share price
Quarterly hedge fund ownership of LONZ vs. share price

Market Analysis: LONZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LONZ

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: LONZ
74 + Investors

Track Smart Money conviction in LONZ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 74 62 19.35%
13F Shares 8M 6M 47.84%
Total Value $297M $277M 7.27%
New Positions 24 9 +15
Increased Positions 29 22 +7
Closed Positions 12 8 +4
Reduced Positions 14 28 -14
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LONZ

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Institutional Holders (2026 Q2)

74 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LONZ. Verified SEC 13F-HR filings.

QUARTER:
Top 25 LONZ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Flatrock Wealth Partners LLC 4.59% 237,146 $11.7M
2 Roger Wittlin Investment Advisory, LLC 2.36% 60,842 $3.0M
3 Cordoba Advisory Partners LLC 1.79% 171,747 $8.5M
4 Mid-American Wealth Advisory Group, Inc. 1.56% 87,606 $4.3M
5 Elm3 Financial Group, LLC 0.74% 21,960 $1.1M
6 Bright Futures Wealth Management, LLC. 0.40% 12,547 $619K
7 LifeGoal Investments, LLC 0.39% 17,063 $841K
8 Beckerman Institutional, LLC 0.33% 13,860 $683K
9 L & S Advisors Inc 0.25% 48,797 $2.4M
10 McAdam, LLC 0.22% 115,747 $5.7M
11 Allianz Asset Management GmbH 0.14% 3,238,199 $159.7M
12 Hilltop Holdings Inc. 0.14% 36,132 $1.8M
13 True Wealth Design, LLC 0.13% 11,074 $546K
14 Tactive Advisors, LLC 0.12% 9,753 $481K
15 Gradient Investments LLC 0.11% 159,674 $7.9M
16 Evolution Wealth Management INC. 0.08% 2,926 $144K
17 Armstrong Advisory Group, Inc 0.08% 26,982 $1.3M
18 Total Clarity Wealth Management, Inc. 0.07% 7,453 $368K
19 Clear Creek Financial Management, LLC 0.07% 21,574 $1.1M
20 State of New Jersey Common Pension Fund D 0.07% 400,000 $19.7M
21 Acorn Wealth Advisors, LLC 0.07% 5,586 $275K
22 Simplicity Wealth,LLC 0.07% 39,749 $2.0M
23 Naples Global Advisors, LLC 0.06% 20,310 $1.0M
24 Brighton Jones LLC 0.06% 62,114 $3.1M
25 Coastal Bridge Advisors, LLC 0.06% 18,611 $918K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Pimco ETF Tr (LONZ)

What does the Smart Money Trend signal show for LONZ?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added LONZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LONZ?

More buyers than sellers — 67% buying: Last quarter: 53 funds were net buyers (24 opened a brand new position + 29 added to an existing one). Only 26 were sellers (14 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LONZ holders?

Smaller funds dominant — 11% AUM from top-100: 7 of 74 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held LONZ?

Mixed — 34% long-term, 41% new: Of the 74 current holders: 25 (34%) held >2 years, 19 held 1–2 years, and 30 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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