PIMCO Senior Loan Active ETFLONZETF
13F holders, Q4 2024 (December 31)80holders +33
34new positions
5sold out
$51.11avg. 13F price*
At the end of Q4 2024, 80 institutions reported holding PIMCO Senior Loan Active ETF (LONZ) in their 13F filings, up 33 from Q3 2024. 34 opened new positions and 5 sold out. The largest holders were Allianz Asset Management GmbH ($339.0M), Wealth Enhancement Advisory Services, LLC ($66.9M) and State of New Jersey Common Pension Fund D ($43.4M).
- Company
- PIMCO Senior Loan Active ETF
- Filed as
- PIMCO ETF TR (Q4 2024)
- CUSIP
- 72201R627
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $98.0M |
| Exits | 5 | $7.9M |
All 13F filers, Q3 2024 → Q4 2024: 5,389,766 shares bought and 461,790 shares sold, net +4,927,976 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 80 holders
| Allianz Asset Management GmbH | 0.49% | Add +53.4% | 6,634,525 | $339.0M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +0.7% | 1,308,599 | $66.9M |
| State of New Jersey Common Pension Fund D | 0.18% | New | 850,000 | $43.4M |
| Advocacy Wealth Management, LLC | 2.83% | Add +1.5% | 729,403 | $37.3M |
| Meitav Investment House Ltd. | 0.42% | No change | 488,000 | $24.9M |
| Wells Fargo & Company | 0.01% | New | 423,135 | $21.6M |
| Ferguson Shapiro LLC | 6.11% | Reduce -13.0% | 322,930 | $16.5M |
| LPL Financial LLC | 0.01% | Add +17.9% | 307,479 | $15.7M |
| Atria Investments, Inc | 0.19% | Add +78.2% | 299,886 | $15.3M |
| Roger Wittlin Investment Advisory, LLC | 8.14% | Add +29.8% | 284,572 | $14.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +1410.0% | 272,600 | $13.9M |
| Kensington Asset Management, LLC | 0.80% | Add +693.0% | 265,476 | $13.6M |
| Family Investment Center, Inc. | 3.10% | Reduce -12.9% | 238,901 | $12.2M |
| Mariner, LLC | 0.02% | Add +27.6% | 210,283 | $10.7M |
| Transform Wealth, LLC | 0.58% | Add +351.8% | 204,203 | $10.5M |
| Astor Investment Management LLC | 4.98% | New | 190,329 | $9.7M |
| Royal Bank of Canada | 0.00% | Reduce -7.5% | 161,654 | $8.3M |
| Inspire Advisors, LLC | 1.00% | Add +2.8% | 160,253 | $8.2M |
| L & S Advisors Inc | 0.87% | Add +360.8% | 137,902 | $7.0M |
| Gradient Investments LLC | 0.14% | New | 133,502 | $6.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.3% | 98,413 | $5.0M |
| Independent Advisor Alliance | 0.06% | New | 89,693 | $4.6M |
| Cwm, LLC | 0.01% | Reduce -74.4% | 69,465 | $3.5M |
| Legacy Capital Group California, Inc. | 0.79% | New | 50,687 | $2.6M |
| Elm3 Financial Group, LLC | 2.19% | — | 50,339 | $2.6M |
| Watts Gwilliam & Co., LLC | 0.53% | Add +37.0% | 49,146 | $2.5M |
| Mid-American Wealth Advisory Group, Inc. | 1.41% | Add +57.9% | 46,793 | $2.4M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +13.5% | 46,059 | $2.4M |
| AE Wealth Management LLC | 0.01% | Add +247.2% | 34,003 | $1.7M |
| Ocean Park Asset Management, LLC | 0.05% | No change | 29,700 | $1.5M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Reduce -1.6% | 28,380 | $1.5M |
| Hilltop Holdings Inc. | 0.09% | Add +2.5% | 27,844 | $1.4M |
| Alexander Labrunerie & Co., Inc. | 0.62% | Add +352.5% | 27,189 | $1.4M |
| Seed Wealth Management, Inc. | 1.00% | No change | 24,130 | $1.2M |
| Armstrong Advisory Group, Inc. | 0.08% | Add +8.1% | 19,000 | $971K |
| Pasadena Private Wealth, LLC | 0.20% | Add +10.7% | 18,743 | $958K |
| D.A. Davidson & Co. | 0.01% | New | 18,195 | $930K |
| HighTower Advisors, LLC | 0.00% | New | 16,840 | $861K |
| GeoWealth Management, LLC | 0.02% | New | 14,177 | $724K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.1% | 14,117 | $721K |
| Naples Global Advisors, LLC | 0.06% | Add +17.9% | 12,525 | $646K |
| Titleist Asset Management, LLC | 0.07% | Add +36.8% | 11,824 | $604K |
| CreativeOne Wealth, LLC | 0.02% | New | 10,250 | $524K |
| Total Clarity Wealth Management, Inc. | 0.16% | New | 9,471 | $484K |
| Legacy Capital Wealth Partners, LLC | 0.10% | New | 8,141 | $416K |
| Focus Partners Wealth | 0.00% | New | 7,502 | $383K |
| New Century Financial Group, LLC | 0.16% | New | 7,224 | $369K |
| Harbour Investments, Inc. | 0.01% | No change | 7,025 | $359K |
| World Equity Group, Inc. | 0.08% | New | 6,952 | $355K |
| Advisory Services Network, LLC | 0.01% | New | 6,896 | $352K |
| DAVENPORT & Co LLC | 0.00% | New | 6,866 | $351K |
| Acorn Wealth Advisors, LLC | 0.14% | Reduce -0.6% | 6,607 | $338K |
| Axxcess Wealth Management, LLC | 0.01% | New | 6,348 | $324K |
| Bank of New York Mellon Corp | 0.00% | New | 6,256 | $320K |
| Kestra Advisory Services, LLC | 0.00% | New | 6,008 | $307K |
| Sigma Planning Corp | 0.01% | New | 5,901 | $302K |
| IFG Advisory, LLC | 0.02% | New | 5,872 | $300K |
| Comerica Bank | 0.00% | No change | 5,806 | $297K |
| Fourpath Capital Management, LLC | 0.05% | New | 5,632 | $288K |
| Howard Bailey Securities, LLC | 0.10% | New | 5,074 | $259K |
| UBS Group AG | 0.00% | Add +77.8% | 4,878 | $249K |
| Bison Wealth, LLC | 0.03% | — | 4,846 | $248K |
| Lloyd Advisory Services, LLC. | 0.11% | New | 4,694 | $240K |
| Visionary Wealth Advisors | 0.01% | New | 4,388 | $224K |
| Raymond James Financial Inc. | 0.00% | — | 4,341 | $222K |
| &partners | 0.00% | New | 4,133 | $211K |
| TrinityPoint Wealth, LLC | 0.03% | New | 4,101 | $210K |
| Raleigh Capital Management Inc. | 0.08% | New | 4,036 | $206K |
| Geneos Wealth Management Inc. | 0.01% | New | 2,823 | $144K |
| Redwood Park Advisors LLC | 0.08% | — | 1,724 | $88K |
| New Wave Wealth Advisors LLC | 0.03% | New | 1,556 | $80K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $51K |
| Kestra Investment Management, LLC | 0.00% | New | 907 | $46K |
| Osaic Holdings, Inc. | 0.00% | Reduce -91.7% | 755 | $39K |
| Quest 10 Wealth Builders, Inc. | 0.03% | — | 572 | $29K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 306 | $16K |
| First Horizon Advisors, Inc. | 0.00% | New | 250 | $13K |
| Morgan Stanley | 0.00% | Add +1.6% | 131 | $7K |
| US Bancorp \de | 0.00% | New | 45 | $2K |
| 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.