PIMCO Senior Loan Active ETFLONZETF
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 47 institutions reported holding PIMCO Senior Loan Active ETF (LONZ) in their 13F filings, up 6 from Q2 2024. 10 opened new positions and 4 sold out. The largest holders were Allianz Asset Management GmbH ($221.1M), Wealth Enhancement Advisory Services, LLC ($66.5M) and Advocacy Wealth Management, LLC ($36.8M). 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 (Q3 2024)
- CUSIP
- 72201R627
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $70.3M |
| Exits | 4 | $8.0M |
All 13F filers, Q2 2024 → Q3 2024: 3,321,629 shares bought and 184,495 shares sold, net +3,137,134 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| Allianz Asset Management GmbH | 0.34% | Add +33.9% | 4,323,800 | $221.1M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Add +25.6% | 1,299,907 | $66.5M |
| Advocacy Wealth Management, LLC | 2.89% | Reduce -1.8% | 718,799 | $36.8M |
| Meitav Investment House Ltd. | 0.42% | New | 488,000 | $25.0M |
| Ferguson Shapiro LLC | 7.08% | New | 371,365 | $19.0M |
| Family Investment Center, Inc. | 3.52% | Add +32.5% | 274,206 | $14.0M |
| Cwm, LLC | 0.06% | Add +100.7% | 271,338 | $13.9M |
| LPL Financial LLC | 0.01% | Add +660.7% | 260,850 | $13.3M |
| Roger Wittlin Investment Advisory, LLC | 6.45% | Add +9.1% | 219,205 | $11.2M |
| Royal Bank of Canada | 0.00% | Add +21.0% | 174,680 | $8.9M |
| Atria Investments, Inc | 0.11% | New | 168,292 | $8.6M |
| Mariner, LLC | 0.01% | New | 164,784 | $8.4M |
| Inspire Advisors, LLC | 0.97% | Add +2.7% | 155,874 | $8.0M |
| JPMorgan Chase & Co. | 0.00% | New | 103,261 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +32.4% | 96,246 | $4.9M |
| LifePro Asset Management | 2.85% | Add +6.6% | 91,042 | $4.7M |
| Transform Wealth, LLC | 0.15% | Add +95.7% | 45,198 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +81.1% | 40,567 | $2.1M |
| Jane Street Group, LLC | 0.00% | Add +23.8% | 37,420 | $1.9M |
| Watts Gwilliam & Co., LLC | 0.40% | — | 35,887 | $1.8M |
| Kensington Asset Management, LLC | 0.09% | New | 33,476 | $1.7M |
| L & S Advisors Inc | 0.18% | Add +28.1% | 29,927 | $1.5M |
| Ocean Park Asset Management, LLC | 0.07% | No change | 29,700 | $1.5M |
| Mid-American Wealth Advisory Group, Inc. | 0.95% | Add +63.0% | 29,642 | $1.5M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Reduce -3.0% | 28,830 | $1.5M |
| Hilltop Holdings Inc. | 0.09% | Add +13.3% | 27,171 | $1.4M |
| Seed Wealth Management, Inc. | 0.99% | New | 24,130 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.1% | 18,053 | $923K |
| Armstrong Advisory Group, Inc. | 0.07% | Add +26.5% | 17,582 | $899K |
| Pasadena Private Wealth, LLC | 0.18% | Reduce -0.3% | 16,934 | $866K |
| Commonwealth Equity Services, LLC | 0.00% | New | 13,826 | $707K |
| Naples Global Advisors, LLC | 0.05% | Add +1.7% | 10,625 | $543K |
| AE Wealth Management LLC | 0.00% | Add +25.9% | 9,795 | $501K |
| Osaic Holdings, Inc. | 0.00% | Reduce -53.1% | 9,142 | $467K |
| Titleist Asset Management, LLC | 0.06% | Reduce -17.0% | 8,643 | $442K |
| Citadel Advisors | 0.00% | Add +19.4% | 7,776 | $398K |
| Harbour Investments, Inc. | 0.01% | No change | 7,025 | $359K |
| Acorn Wealth Advisors, LLC | 0.15% | Add +13.4% | 6,649 | $340K |
| Alexander Labrunerie & Co., Inc. | 0.14% | New | 6,009 | $307K |
| Comerica Bank | 0.00% | No change | 5,806 | $297K |
| SimpliFi, Inc. | 0.12% | Reduce -16.2% | 5,223 | $267K |
| UBS Group AG | 0.00% | Add +3.2% | 2,743 | $140K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $51K |
| Authentikos Wealth Advisory, LLC | 0.03% | New | 592 | $30K |
| Financial Gravity Companies, Inc. | 0.00% | — | 306 | $16K |
| Morgan Stanley | 0.00% | Reduce -0.8% | 129 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 10 | $511 |
"% 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.