PIMCO Senior Loan Active ETFLONZETF
13F holders, Q2 2025 (June 30)60holders −20
6new positions
26sold out
$50.98avg. 13F price*
At the end of Q2 2025, 60 institutions reported holding PIMCO Senior Loan Active ETF (LONZ) in their 13F filings, down 20 from Q1 2025. 6 opened new positions and 26 sold out. The largest holders were Allianz Asset Management GmbH ($308.0M), Wealth Enhancement Advisory Services, LLC ($69.1M) and State of New Jersey Common Pension Fund D ($43.3M).
- Company
- PIMCO Senior Loan Active ETF
- Filed as
- PIMCO ETF TR (Q2 2025)
- CUSIP
- 72201R627
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $17.4M |
| Exits | 26 | $79.1M |
All 13F filers, Q1 2025 → Q2 2025: 497,827 shares bought and 4,614,729 shares sold, net −4,116,902 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Allianz Asset Management GmbH | 0.41% | Reduce -25.7% | 6,039,459 | $308.0M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +0.5% | 1,357,269 | $69.1M |
| State of New Jersey Common Pension Fund D | 0.17% | No change | 850,000 | $43.3M |
| Advocacy Wealth Management, LLC | 2.63% | Add +5.9% | 839,505 | $42.8M |
| LPL Financial LLC | 0.01% | Add +15.4% | 369,245 | $18.8M |
| Roger Wittlin Investment Advisory, LLC | 7.15% | Reduce -13.6% | 251,519 | $12.8M |
| Inspire Advisors, LLC | 1.11% | Add +3.5% | 210,133 | $10.7M |
| Atria Investments, Inc | 0.10% | Reduce -42.4% | 158,965 | $8.1M |
| JPMorgan Chase & Co. | 0.00% | New | 150,716 | $7.7M |
| Mariner, LLC | 0.01% | Reduce -23.1% | 145,072 | $7.4M |
| Gradient Investments LLC | 0.13% | Add +0.9% | 144,259 | $7.4M |
| NorthCoast Asset Management LLC | 0.03% | New | 128,042 | $6.5M |
| L & S Advisors Inc | 0.73% | Reduce -53.1% | 127,215 | $6.5M |
| Ocean Park Asset Management, LLC | 0.23% | No change | 127,100 | $6.4M |
| Cwm, LLC | 0.02% | Reduce -2.6% | 85,103 | $4.3M |
| Royal Bank of Canada | 0.00% | Reduce -8.2% | 85,114 | $4.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -14.7% | 84,706 | $4.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -66.3% | 81,994 | $4.2M |
| Mid-American Wealth Advisory Group, Inc. | 1.95% | Add +38.2% | 80,266 | $4.1M |
| Vickerman Investment Advisors, Inc. | 0.77% | Reduce -61.3% | 70,706 | $3.6M |
| Watts Gwilliam & Co., LLC | 0.47% | Add +27.1% | 56,625 | $2.9M |
| J.W. Cole Advisors, Inc. | 0.05% | New | 48,804 | $2.5M |
| Elm3 Financial Group, LLC | 1.98% | Reduce -4.7% | 46,615 | $2.4M |
| AE Wealth Management LLC | 0.01% | Reduce -0.7% | 35,032 | $1.8M |
| Alexander Labrunerie & Co., Inc. | 0.68% | Reduce -5.3% | 31,989 | $1.6M |
| Hilltop Holdings Inc. | 0.10% | Add +3.7% | 30,673 | $1.6M |
| Armstrong Advisory Group, Inc. | 0.08% | Add +3.3% | 19,624 | $1.0M |
| Pasadena Private Wealth, LLC | 0.15% | Add +0.8% | 17,612 | $898K |
| Family Investment Center, Inc. | 0.20% | Reduce -47.3% | 17,006 | $867K |
| Total Clarity Wealth Management, Inc. | 0.23% | Add +71.0% | 15,902 | $811K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.1% | 13,998 | $714K |
| CPA Asset Management Group, LLC | 0.27% | No change | 12,697 | $647K |
| Naples Global Advisors, LLC | 0.06% | Reduce -1.9% | 12,625 | $644K |
| HighTower Advisors, LLC | 0.00% | Reduce -20.2% | 12,167 | $620K |
| Titleist Asset Management, LLC | 0.06% | Reduce -5.9% | 11,342 | $578K |
| VestGen Advisors, LLC | 0.02% | Reduce -3.5% | 10,580 | $540K |
| Coastal Bridge Advisors, LLC | 0.04% | New | 8,758 | $447K |
| Focus Partners Wealth | 0.00% | Add +7.6% | 8,183 | $417K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -93.2% | 7,446 | $380K |
| Clear Creek Financial Management, LLC | 0.04% | Add +35.2% | 7,281 | $371K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.1% | 6,946 | $354K |
| IFG Advisory, LLC | 0.02% | Add +10.3% | 6,855 | $350K |
| Acorn Wealth Advisors, LLC | 0.12% | Reduce -3.0% | 6,196 | $316K |
| Tactive Advisors, LLC | 0.10% | — | 5,824 | $297K |
| Comerica Bank | 0.00% | No change | 5,806 | $296K |
| UBS Group AG | 0.00% | Reduce -10.6% | 4,918 | $251K |
| Bison Wealth, LLC | 0.02% | No change | 4,846 | $247K |
| Legacy Capital Group California, Inc. | 0.07% | Reduce -88.2% | 4,668 | $238K |
| HRT Financial LP | 0.00% | New | 4,033 | $205K |
| Raymond James Financial Inc. | 0.00% | Reduce -32.9% | 2,749 | $140K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -20.4% | 2,588 | $132K |
| Redwood Park Advisors LLC | 0.08% | No change | 1,958 | $100K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $51K |
| Osaic Holdings, Inc. | 0.00% | Reduce -87.1% | 952 | $49K |
| Financial Gravity Companies, Inc. | 0.00% | — | 283 | $14K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -33.3% | 200 | $10K |
| Morgan Stanley | 0.00% | Reduce -10.1% | 116 | $6K |
| Elequin Capital, LP | 0.00% | New | 80 | $4K |
| Astor Investment Management LLC | 0.00% | Reduce -100.0% | 40 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 10 | $510 |
"% 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.