PIMCO Senior Loan Active ETFLONZETF
13F holders, Q3 2025 (September 30)67holders +7
11new positions
4sold out
1famous investor
$51.03avg. 13F price*
At the end of Q3 2025, 67 institutions reported holding PIMCO Senior Loan Active ETF (LONZ) in their 13F filings, up 7 from Q2 2025. 11 opened new positions and 4 sold out. The largest holders were Allianz Asset Management GmbH ($243.3M), Wealth Enhancement Advisory Services, LLC ($67.8M) and Advocacy Wealth Management, LLC ($44.5M). 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 2025)
- CUSIP
- 72201R627
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $16.6M |
| Exits | 4 | $8.0M |
All 13F filers, Q2 2025 → Q3 2025: 553,109 shares bought and 1,996,886 shares sold, net −1,443,777 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| Allianz Asset Management GmbH | 0.30% | Reduce -21.1% | 4,764,259 | $243.3M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -1.6% | 1,335,456 | $67.8M |
| Advocacy Wealth Management, LLC | 1.93% | Add +3.9% | 872,099 | $44.5M |
| State of New Jersey Common Pension Fund D | 0.08% | Reduce -47.1% | 450,000 | $23.0M |
| LPL Financial LLC | 0.01% | Add +8.1% | 398,964 | $20.4M |
| Roger Wittlin Investment Advisory, LLC | 6.61% | Reduce -7.4% | 232,831 | $11.9M |
| Ocean Park Asset Management, LLC | 0.44% | Add +64.4% | 208,900 | $10.7M |
| Inspire Advisors, LLC | 1.01% | Reduce -1.9% | 206,105 | $10.5M |
| Atria Investments, Inc | 0.10% | Add +4.8% | 166,543 | $8.5M |
| Mariner, LLC | 0.01% | Add +6.6% | 154,678 | $7.9M |
| Gradient Investments LLC | 0.13% | Add +1.9% | 147,069 | $7.5M |
| NorthCoast Asset Management LLC | 0.03% | Add +14.2% | 146,248 | $7.5M |
| Tower Research Capital LLC (TRC) | 0.19% | New | 137,396 | $7.0M |
| L & S Advisors Inc | 0.71% | Add +2.7% | 130,706 | $6.7M |
| Jane Street Group, LLC | 0.01% | New | 127,724 | $6.5M |
| Mid-American Wealth Advisory Group, Inc. | 2.01% | Add +9.7% | 88,078 | $4.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.5% | 87,328 | $4.5M |
| Royal Bank of Canada | 0.00% | Reduce -0.0% | 85,103 | $4.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.0% | 83,843 | $4.3M |
| Cwm, LLC | 0.01% | Reduce -2.1% | 83,323 | $4.3M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +10.9% | 54,150 | $2.8M |
| Watts Gwilliam & Co., LLC | 0.44% | Reduce -5.5% | 53,484 | $2.7M |
| Simplicity Wealth,LLC | 0.14% | New | 46,657 | $2.4M |
| Elm3 Financial Group, LLC | 1.68% | Reduce -14.0% | 40,093 | $2.0M |
| Alexander Labrunerie & Co., Inc. | 0.68% | Add +11.9% | 35,795 | $1.8M |
| Hilltop Holdings Inc. | 0.09% | Add +2.8% | 31,542 | $1.6M |
| Armstrong Advisory Group, Inc. | 0.07% | Add +5.8% | 20,762 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +136.0% | 17,574 | $898K |
| Total Clarity Wealth Management, Inc. | 0.22% | Add +3.9% | 16,521 | $844K |
| AE Wealth Management LLC | 0.01% | Reduce -55.3% | 15,648 | $799K |
| Naples Global Advisors, LLC | 0.05% | Add +9.1% | 13,775 | $703K |
| CPA Asset Management Group, LLC | 0.25% | No change | 12,697 | $648K |
| HighTower Advisors, LLC | 0.00% | Add +4.2% | 12,675 | $647K |
| Family Investment Center, Inc. | 0.12% | Reduce -31.0% | 11,738 | $599K |
| Titleist Asset Management, LLC | 0.05% | Add +1.3% | 11,493 | $587K |
| Coastal Bridge Advisors, LLC | 0.04% | Add +31.1% | 11,478 | $586K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -25.0% | 10,497 | $536K |
| VestGen Advisors, LLC | 0.02% | Reduce -9.9% | 9,533 | $487K |
| Pasadena Private Wealth, LLC | 0.07% | Reduce -47.1% | 9,314 | $476K |
| Bright Futures Wealth Management, LLC. | 0.36% | — | 9,050 | $462K |
| Tactive Advisors, LLC | 0.12% | Add +42.7% | 8,311 | $424K |
| IFG Advisory, LLC | 0.02% | Add +11.7% | 7,659 | $391K |
| Harbour Investments, Inc. | 0.01% | Reduce -3.8% | 6,680 | $341K |
| Focus Partners Wealth | 0.00% | Reduce -22.5% | 6,340 | $324K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -13.6% | 6,293 | $321K |
| Vickerman Investment Advisors, Inc. | 0.06% | Reduce -91.2% | 6,211 | $317K |
| Acorn Wealth Advisors, LLC | 0.10% | Reduce -3.7% | 5,968 | $305K |
| Citadel Advisors | 0.00% | New | 5,887 | $301K |
| Comerica Bank | 0.00% | No change | 5,806 | $297K |
| UBS Group AG | 0.00% | Add +3.3% | 5,080 | $259K |
| Legacy Capital Group California, Inc. | 0.06% | Reduce -0.0% | 4,666 | $238K |
| Bison Wealth, LLC | 0.02% | Reduce -17.4% | 4,001 | $202K |
| Rockefeller Capital Management L.P. | 0.00% | New | 3,108 | $159K |
| Redwood Park Advisors LLC | 0.07% | No change | 1,958 | $100K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -28.8% | 1,843 | $94K |
| Evolution Wealth Management Inc. | 0.09% | New | 1,773 | $91K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,031 | $53K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $51K |
| Osaic Holdings, Inc. | 0.00% | Reduce -24.3% | 721 | $37K |
| Advisory Services Network, LLC | 0.00% | New | 348 | $18K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 248 | $13K |
| Beacon Capital Management, Inc. | 0.00% | New | 166 | $8K |
| Morgan Stanley | 0.00% | Reduce -0.9% | 115 | $6K |
| Root Financial Partners, LLC | 0.00% | New | 100 | $5K |
| Wells Fargo & Company | 0.00% | New | 81 | $4K |
| Elequin Capital, LP | 0.00% | No change | 80 | $4K |
| 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.