PIMCO Senior Loan Active ETFLONZETF
13F holders, Q2 2026 (June 30)72holders +8
19new positions
11sold out
$49.31avg. 13F price*
At the end of Q2 2026, 72 institutions reported holding PIMCO Senior Loan Active ETF (LONZ) in their 13F filings, up 8 from Q1 2026. 19 opened new positions and 11 sold out. The largest holders were Allianz Asset Management GmbH ($159.7M), Harel Insurance Investments & Financial Services Ltd. ($114.4M) and LPL Financial LLC ($25.4M).
- Company
- PIMCO Senior Loan Active ETF
- Filed as
- PIMCO ETF TR (Q2 2026)
- CUSIP
- 72201R627
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $132.3M |
| Exits | 11 | $37.0M |
All 13F filers, Q1 2026 → Q2 2026: 3,563,491 shares bought and 814,474 shares sold, net +2,749,017 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| Allianz Asset Management GmbH | 0.15% | Add +23.1% | 3,238,199 | $159.7M |
| Harel Insurance Investments & Financial Services Ltd. | 0.56% | New | 2,320,000 | $114.4M |
| LPL Financial LLC | 0.01% | Add +17.1% | 515,906 | $25.4M |
| State of New Jersey Common Pension Fund D | 0.07% | No change | 400,000 | $19.7M |
| Flatrock Wealth Partners LLC | 4.59% | Add +6.8% | 237,146 | $11.7M |
| Cordoba Advisory Partners LLC | 1.79% | Add +1.8% | 171,747 | $8.5M |
| Gradient Investments LLC | 0.11% | Add +3.2% | 159,674 | $7.9M |
| McAdam, LLC | 0.22% | New | 115,747 | $5.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +12.4% | 110,463 | $5.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.1% | 95,855 | $4.7M |
| Mid-American Wealth Advisory Group, Inc. | 1.56% | Reduce -6.3% | 87,606 | $4.3M |
| Atria Investments, Inc | 0.04% | New | 82,650 | $4.1M |
| Mariner, LLC | 0.00% | New | 72,765 | $3.6M |
| Brighton Jones LLC | 0.06% | Add +1428.8% | 62,114 | $3.1M |
| Roger Wittlin Investment Advisory, LLC | 2.36% | Reduce -10.5% | 60,842 | $3.0M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +15.1% | 57,671 | $2.8M |
| Cetera Investment Advisers | 0.00% | Add +6.8% | 53,898 | $2.7M |
| L & S Advisors Inc | 0.25% | Add +7.5% | 48,797 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.8% | 43,089 | $2.1M |
| Simplicity Wealth,LLC | 0.07% | Reduce -22.2% | 39,749 | $2.0M |
| Focus Partners Wealth | 0.00% | Add +245.9% | 38,657 | $1.9M |
| Hilltop Holdings Inc. | 0.14% | Add +10.7% | 36,132 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +91.6% | 29,487 | $1.5M |
| Clearstead Advisors, LLC | 0.01% | New | 27,551 | $1.4M |
| Armstrong Advisory Group, Inc. | 0.08% | Add +14.4% | 26,982 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +104.3% | 24,110 | $1.2M |
| Elm3 Financial Group, LLC | 0.74% | Reduce -3.8% | 21,960 | $1.1M |
| Clear Creek Financial Management, LLC | 0.07% | Reduce -3.7% | 21,574 | $1.1M |
| Naples Global Advisors, LLC | 0.06% | Add +0.5% | 20,310 | $1.0M |
| UBS Group AG | 0.00% | Add +8.2% | 20,225 | $997K |
| Coastal Bridge Advisors, LLC | 0.06% | Add +14.1% | 18,611 | $918K |
| LifeGoal Investments, LLC | 0.39% | New | 17,063 | $841K |
| Beckerman Institutional, LLC | 0.33% | No change | 13,860 | $683K |
| MML Investors Services, LLC | 0.00% | New | 13,641 | $673K |
| Bright Futures Wealth Management, LLC. | 0.40% | Add +13.3% | 12,547 | $619K |
| AE Wealth Management LLC | 0.00% | Reduce -6.4% | 11,198 | $552K |
| True Wealth Design, LLC | 0.13% | New | 11,074 | $546K |
| Titleist Asset Management, LLC | 0.04% | Add +4.2% | 10,924 | $539K |
| Private Advisor Group, LLC | 0.00% | Add +86.4% | 9,939 | $490K |
| Tactive Advisors, LLC | 0.12% | Add +10.9% | 9,753 | $481K |
| Kensington Asset Management, LLC | 0.03% | New | 9,509 | $469K |
| VestGen Advisors, LLC | 0.01% | Add +0.1% | 8,188 | $404K |
| Total Clarity Wealth Management, Inc. | 0.07% | Reduce -70.0% | 7,453 | $368K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +27307.4% | 7,400 | $365K |
| Gateway Wealth Partners, LLC | 0.02% | Reduce -56.0% | 5,951 | $293K |
| Harbour Investments, Inc. | 0.00% | No change | 5,793 | $286K |
| Acorn Wealth Advisors, LLC | 0.07% | Reduce -2.7% | 5,586 | $275K |
| PNC Financial Services Group, Inc. | 0.00% | New | 4,906 | $242K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.2% | 4,358 | $215K |
| Family Investment Center, Inc. | 0.03% | Add +1.9% | 4,150 | $205K |
| IFG Advisory, LLC | 0.01% | New | 2,964 | $146K |
| Evolution Wealth Management Inc. | 0.08% | Reduce -17.3% | 2,926 | $144K |
| Fifth Third Bancorp | 0.00% | No change | 2,904 | $143K |
| Osaic Holdings, Inc. | 0.00% | Add +8.3% | 2,297 | $113K |
| Beacon Capital Management, Inc. | 0.01% | Add +13.6% | 1,783 | $88K |
| Lloyd Advisory Services, LLC. | 0.03% | New | 1,669 | $82K |
| Private Trust Co. NA | 0.01% | New | 1,600 | $79K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $49K |
| Arax Advisory Partners | 0.00% | New | 511 | $25K |
| Ameritas Advisory Services, LLC | 0.00% | New | 477 | $24K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 208 | $10K |
| Farther Finance Advisors, LLC | 0.00% | New | 208 | $10K |
| CX Institutional | 0.00% | New | 167 | $8K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 149 | $7K |
| Networth Advisors, LLC | 0.00% | Add +25.6% | 113 | $6K |
| Signature Equity Partners, LLC | 0.00% | Add +2.9% | 106 | $5K |
| Creative Financial Designs Inc. | 0.00% | New | 101 | $5K |
| Morgan Stanley | 0.00% | Reduce -16.3% | 72 | $4K |
| Elevated Capital Advisors, LLC | 0.00% | Reduce -30.3% | 46 | $2K |
| Gilpin Wealth Management, LLC | 0.00% | No change | 20 | $987 |
| Montgomery Financial Services LLC | 0.00% | — | 14 | $690 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 10 | $493 |
"% of holder's portfolio" is LONZ's weight in each manager's 13F, not the share of PIMCO Senior Loan Active ETF the manager owns.