PIMCO Senior Loan Active ETFLONZETF
13F holders, Q1 2025 (March 31)80holders
12new positions
12sold out
$50.39avg. 13F price*
At the end of Q1 2025, 80 institutions reported holding PIMCO Senior Loan Active ETF (LONZ) in their 13F filings, unchanged from Q4 2024. 12 opened new positions and 12 sold out. The largest holders were Allianz Asset Management GmbH ($409.6M), Wealth Enhancement Advisory Services, LLC ($68.0M) and State of New Jersey Common Pension Fund D ($42.8M).
- Company
- PIMCO Senior Loan Active ETF
- Filed as
- PIMCO ETF TR (Q1 2025)
- CUSIP
- 72201R627
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $51.2M |
| Exits | 12 | $49.9M |
All 13F filers, Q4 2024 → Q1 2025: 3,132,799 shares bought and 1,553,911 shares sold, net +1,578,888 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 80 holders
| Allianz Asset Management GmbH | 0.60% | Add +22.5% | 8,130,059 | $409.6M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +3.2% | 1,350,282 | $68.0M |
| State of New Jersey Common Pension Fund D | 0.19% | No change | 850,000 | $42.8M |
| Advocacy Wealth Management, LLC | 2.72% | Add +8.7% | 792,503 | $39.9M |
| Horizon Wealth Management, LLC | 5.31% | New | 625,006 | $31.5M |
| Kensington Asset Management, LLC | 2.21% | Add +57.5% | 418,184 | $21.1M |
| LPL Financial LLC | 0.01% | Add +4.1% | 320,076 | $16.1M |
| Wells Fargo & Company | 0.00% | Reduce -29.8% | 297,169 | $15.0M |
| Roger Wittlin Investment Advisory, LLC | 8.58% | Add +2.3% | 291,126 | $14.7M |
| Atria Investments, Inc | 0.18% | Reduce -8.0% | 275,768 | $13.9M |
| L & S Advisors Inc | 1.93% | Add +96.6% | 271,091 | $13.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.7% | 243,336 | $12.3M |
| Inspire Advisors, LLC | 1.18% | Add +26.7% | 202,984 | $10.2M |
| Transform Wealth, LLC | 0.59% | Reduce -5.3% | 193,456 | $9.7M |
| Mariner, LLC | 0.02% | Reduce -10.3% | 188,610 | $9.5M |
| Vickerman Investment Advisors, Inc. | 2.08% | New | 182,553 | $9.2M |
| Gradient Investments LLC | 0.15% | Add +7.1% | 143,006 | $7.2M |
| Astor Investment Management LLC | 3.77% | Reduce -26.1% | 140,713 | $7.1M |
| Ocean Park Asset Management, LLC | 0.23% | Add +327.9% | 127,100 | $6.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 110,042 | $5.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +0.9% | 99,296 | $5.0M |
| Royal Bank of Canada | 0.00% | Reduce -42.6% | 92,710 | $4.7M |
| Cwm, LLC | 0.02% | Add +25.8% | 87,368 | $4.4M |
| Simplicity Wealth,LLC | 0.27% | New | 69,327 | $3.5M |
| Mid-American Wealth Advisory Group, Inc. | 1.57% | Add +24.1% | 58,074 | $2.9M |
| Elm3 Financial Group, LLC | 2.17% | Reduce -2.9% | 48,896 | $2.5M |
| Watts Gwilliam & Co., LLC | 0.49% | Reduce -9.3% | 44,557 | $2.2M |
| Legacy Capital Group California, Inc. | 0.69% | Reduce -22.2% | 39,420 | $2.0M |
| AE Wealth Management LLC | 0.01% | Add +3.7% | 35,274 | $1.8M |
| Alexander Labrunerie & Co., Inc. | 0.75% | Add +24.2% | 33,775 | $1.7M |
| Family Investment Center, Inc. | 0.40% | Reduce -86.5% | 32,251 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Add +72.9% | 31,458 | $1.6M |
| Hilltop Holdings Inc. | 0.09% | Add +6.2% | 29,576 | $1.5M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Reduce -3.2% | 27,480 | $1.4M |
| Seed Wealth Management, Inc. | 0.97% | Reduce -1.5% | 23,770 | $1.2M |
| Armstrong Advisory Group, Inc. | 0.08% | No change | 19,000 | $971K |
| Pasadena Private Wealth, LLC | 0.17% | Reduce -6.8% | 17,473 | $880K |
| HighTower Advisors, LLC | 0.00% | Reduce -9.5% | 15,241 | $768K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.4% | 14,454 | $728K |
| Naples Global Advisors, LLC | 0.06% | Add +2.8% | 12,875 | $649K |
| CPA Asset Management Group, LLC | 0.28% | New | 12,697 | $640K |
| Titleist Asset Management, LLC | 0.07% | Add +1.9% | 12,053 | $607K |
| VestGen Advisors, LLC | 0.03% | — | 10,964 | $552K |
| GeoWealth Management, LLC | 0.02% | Reduce -30.2% | 9,893 | $498K |
| Total Clarity Wealth Management, Inc. | 0.16% | Reduce -1.8% | 9,302 | $475K |
| Legacy Capital Wealth Partners, LLC | 0.10% | Add +2.0% | 8,303 | $418K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -22.3% | 7,966 | $401K |
| Focus Partners Wealth | 0.00% | Add +1.4% | 7,605 | $383K |
| Osaic Holdings, Inc. | 0.00% | Add +877.0% | 7,376 | $372K |
| Harbour Investments, Inc. | 0.01% | No change | 7,025 | $354K |
| Acorn Wealth Advisors, LLC | 0.13% | Reduce -3.3% | 6,387 | $322K |
| IFG Advisory, LLC | 0.02% | Add +5.9% | 6,216 | $313K |
| Comerica Bank | 0.00% | No change | 5,806 | $293K |
| Sigma Planning Corp | 0.01% | Reduce -3.0% | 5,727 | $289K |
| UBS Group AG | 0.00% | Add +12.8% | 5,500 | $277K |
| Clear Creek Financial Management, LLC | 0.03% | New | 5,384 | $271K |
| Advisory Services Network, LLC | 0.01% | Reduce -24.4% | 5,216 | $263K |
| DAVENPORT & Co LLC | 0.00% | Reduce -24.2% | 5,205 | $262K |
| Bison Wealth, LLC | 0.02% | No change | 4,846 | $244K |
| Bank of New York Mellon Corp | 0.00% | Reduce -25.9% | 4,636 | $234K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -27.1% | 4,625 | $233K |
| Visionary Wealth Advisors | 0.01% | No change | 4,388 | $221K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -27.1% | 4,379 | $221K |
| Fourpath Capital Management, LLC | 0.04% | Reduce -25.0% | 4,224 | $213K |
| Old Mission Capital LLC | 0.00% | New | 4,216 | $212K |
| Raymond James Financial Inc. | 0.00% | Reduce -5.6% | 4,096 | $206K |
| Private Trust Co. NA | 0.02% | New | 3,969 | $200K |
| Geneos Wealth Management Inc. | 0.01% | Add +15.1% | 3,250 | $164K |
| Raleigh Capital Management Inc. | 0.07% | Reduce -25.0% | 3,028 | $153K |
| Redwood Park Advisors LLC | 0.08% | Add +13.6% | 1,958 | $99K |
| Mattson Financial Services, LLC | 0.02% | New | 1,509 | $76K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $50K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -22.9% | 441 | $22K |
| Burkett Financial Services, LLC | 0.01% | New | 396 | $20K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 300 | $15K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 285 | $14K |
| First Horizon Advisors, Inc. | 0.00% | No change | 250 | $13K |
| Morgan Stanley | 0.00% | Reduce -1.5% | 129 | $7K |
| Eastern Bank | 0.00% | New | 52 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 10 | $504 |
"% 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.