PIMCO Senior Loan Active ETFLONZETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 41 institutions reported holding PIMCO Senior Loan Active ETF (LONZ) in their 13F filings, up 14 from Q1 2024. 14 opened new positions and 0 sold out. The largest holders were Allianz Asset Management GmbH ($165.2M), Wealth Enhancement Advisory Services, LLC ($53.0M) and Advocacy Wealth Management, LLC ($37.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- PIMCO Senior Loan Active ETF
- Filed as
- PIMCO ETF TR (Q2 2024)
- CUSIP
- 72201R627
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $19.4M |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 1,299,863 shares bought and 62,774 shares sold, net +1,237,089 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Allianz Asset Management GmbH | 0.27% | Add +22.0% | 3,230,200 | $165.2M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +8.6% | 1,035,089 | $53.0M |
| Advocacy Wealth Management, LLC | 3.09% | Add +0.1% | 731,939 | $37.4M |
| Family Investment Center, Inc. | 3.16% | Add +35.2% | 206,899 | $10.6M |
| Roger Wittlin Investment Advisory, LLC | 6.60% | Add +21.2% | 200,975 | $10.3M |
| Inspire Advisors, LLC | 1.03% | New | 151,751 | $7.8M |
| 49 Wealth Management, LLC | 1.47% | New | 146,456 | $7.5M |
| Royal Bank of Canada | 0.00% | Add +17.2% | 144,341 | $7.4M |
| Cwm, LLC | 0.03% | Add +702.1% | 135,177 | $6.9M |
| LifePro Asset Management | 3.13% | Reduce -1.3% | 85,412 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.3% | 72,687 | $3.7M |
| LPL Financial LLC | 0.00% | Reduce -23.0% | 34,289 | $1.8M |
| Jane Street Group, LLC | 0.00% | Reduce -10.1% | 30,220 | $1.5M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | No change | 29,730 | $1.5M |
| Ocean Park Asset Management, LLC | 0.07% | Reduce -60.3% | 29,700 | $1.5M |
| Hilltop Holdings Inc. | 0.14% | Reduce -0.2% | 23,977 | $1.2M |
| L & S Advisors Inc | 0.15% | New | 23,359 | $1.2M |
| Transform Wealth, LLC | 0.09% | Reduce -5.7% | 23,101 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +1.9% | 22,395 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +28.2% | 19,507 | $998K |
| Mid-American Wealth Advisory Group, Inc. | 0.59% | Add +93.6% | 18,191 | $931K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.0% | 17,171 | $878K |
| Pasadena Private Wealth, LLC | 0.20% | New | 16,977 | $868K |
| Armstrong Advisory Group, Inc. | 0.06% | Add +64.3% | 13,903 | $711K |
| Naples Global Advisors, LLC | 0.05% | Add +2.2% | 10,450 | $535K |
| Titleist Asset Management, LLC | 0.08% | Add +51.6% | 10,415 | $533K |
| AE Wealth Management LLC | 0.00% | New | 7,777 | $398K |
| Harbour Investments, Inc. | 0.01% | New | 7,025 | $359K |
| Citadel Advisors | 0.00% | New | 6,515 | $333K |
| SimpliFi, Inc. | 0.15% | Add +9.5% | 6,231 | $319K |
| Acorn Wealth Advisors, LLC | 0.15% | Add +6.1% | 5,865 | $300K |
| Comerica Bank | 0.00% | New | 5,806 | $297K |
| Cetera Investment Advisers | 0.00% | Reduce -5.8% | 5,565 | $285K |
| Relative Value Partners Group, LLC | 0.03% | New | 4,811 | $246K |
| Lake Street Private Wealth, LLC | 0.03% | New | 4,811 | $246K |
| UBS Group AG | 0.00% | New | 2,658 | $136K |
| Financial Gravity Asset Management, Inc. | 0.01% | New | 1,038 | $53K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $51K |
| Wells Fargo & Company | 0.00% | New | 434 | $22K |
| Morgan Stanley | 0.00% | No change | 130 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 10 | $512 |
"% 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.