PIMCO Senior Loan Active ETFLONZETF
13F holders, Q4 2025 (December 31)63holders −4
6new positions
12sold out
$49.98avg. 13F price*
At the end of Q4 2025, 63 institutions reported holding PIMCO Senior Loan Active ETF (LONZ) in their 13F filings, down 4 from Q3 2025. 6 opened new positions and 12 sold out. The largest holders were Allianz Asset Management GmbH ($179.8M), LPL Financial LLC ($24.3M) and State of New Jersey Common Pension Fund D ($12.6M).
- Company
- PIMCO Senior Loan Active ETF
- Filed as
- PIMCO ETF TR (Q4 2025)
- CUSIP
- 72201R627
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $3.4M |
| Exits | 12 | $10.2M |
All 13F filers, Q3 2025 → Q4 2025: 518,248 shares bought and 4,069,538 shares sold, net −3,551,290 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Allianz Asset Management GmbH | 0.21% | Reduce -24.9% | 3,576,883 | $179.8M |
| LPL Financial LLC | 0.01% | Add +21.0% | 482,616 | $24.3M |
| State of New Jersey Common Pension Fund D | 0.05% | Reduce -44.4% | 250,000 | $12.6M |
| Inspire Advisors, LLC | 0.99% | Add +3.7% | 213,703 | $10.7M |
| Ocean Park Asset Management, LLC | 0.49% | No change | 208,900 | $10.5M |
| Flatrock Wealth Partners LLC | 4.94% | — | 202,846 | $10.3M |
| Cordoba Advisory Partners LLC | 2.24% | — | 178,572 | $9.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +890.2% | 174,012 | $8.7M |
| Atria Investments, Inc | 0.09% | Reduce -1.1% | 164,683 | $8.3M |
| Mariner, LLC | 0.01% | Add +4.7% | 161,872 | $8.1M |
| Gradient Investments LLC | 0.12% | Add +1.9% | 149,904 | $7.5M |
| Roger Wittlin Investment Advisory, LLC | 5.25% | Reduce -35.9% | 149,349 | $7.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -90.3% | 129,009 | $6.5M |
| Tower Research Capital LLC (TRC) | 0.16% | Reduce -6.0% | 129,085 | $6.5M |
| Focus Partners Wealth | 0.01% | Add +1849.3% | 123,588 | $6.3M |
| Mid-American Wealth Advisory Group, Inc. | 1.99% | Add +6.2% | 93,530 | $4.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.5% | 85,124 | $4.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.6% | 83,312 | $4.2M |
| Simplicity Wealth,LLC | 0.16% | Add +13.7% | 53,044 | $2.7M |
| Jane Street Group, LLC | 0.00% | Reduce -59.5% | 51,739 | $2.6M |
| L & S Advisors Inc | 0.26% | Reduce -60.9% | 51,158 | $2.6M |
| Alexander Labrunerie & Co., Inc. | 0.79% | Add +20.6% | 43,153 | $2.2M |
| Toronto Dominion Bank | 0.00% | New | 40,000 | $2.0M |
| Hilltop Holdings Inc. | 0.09% | Reduce -0.6% | 31,362 | $1.6M |
| Elm3 Financial Group, LLC | 1.20% | Reduce -28.2% | 28,771 | $1.4M |
| Armstrong Advisory Group, Inc. | 0.08% | Add +11.4% | 23,130 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -73.0% | 22,978 | $1.2M |
| Total Clarity Wealth Management, Inc. | 0.28% | Add +37.7% | 22,748 | $1.1M |
| Clear Creek Financial Management, LLC | 0.09% | Add +258.5% | 22,561 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -76.7% | 19,457 | $978K |
| Naples Global Advisors, LLC | 0.07% | Add +30.7% | 18,000 | $914K |
| UBS Group AG | 0.00% | Add +233.8% | 16,955 | $852K |
| AE Wealth Management LLC | 0.00% | Add +3.1% | 16,132 | $811K |
| Beckerman Institutional, LLC | 0.38% | New | 13,617 | $685K |
| Coastal Bridge Advisors, LLC | 0.05% | Add +11.6% | 12,808 | $644K |
| Titleist Asset Management, LLC | 0.05% | Add +1.7% | 11,693 | $588K |
| Bright Futures Wealth Management, LLC. | 0.39% | Add +16.1% | 10,512 | $529K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +900.2% | 10,312 | $518K |
| IFG Advisory, LLC | 0.02% | Add +33.3% | 10,210 | $513K |
| VestGen Advisors, LLC | 0.02% | Add +0.3% | 9,563 | $481K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.8% | 9,359 | $471K |
| Tactive Advisors, LLC | 0.10% | Reduce -16.7% | 6,920 | $348K |
| Old Mission Capital LLC | 0.01% | New | 6,752 | $339K |
| Harbour Investments, Inc. | 0.01% | Reduce -2.6% | 6,504 | $327K |
| Advocacy Wealth Management, LLC | 0.01% | Reduce -99.3% | 6,137 | $309K |
| Acorn Wealth Advisors, LLC | 0.09% | Reduce -3.0% | 5,791 | $291K |
| Family Investment Center, Inc. | 0.05% | Reduce -58.9% | 4,827 | $243K |
| Cetera Investment Advisers | 0.00% | New | 4,795 | $241K |
| Legacy Capital Group California, Inc. | 0.05% | Reduce -12.4% | 4,086 | $205K |
| Comerica Bank | 0.00% | Reduce -50.0% | 2,904 | $146K |
| Evolution Wealth Management Inc. | 0.08% | Add +10.7% | 1,963 | $99K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -5.5% | 1,741 | $88K |
| Lloyd Advisory Services, LLC. | 0.03% | New | 1,717 | $86K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $50K |
| Osaic Holdings, Inc. | 0.00% | No change | 721 | $36K |
| Beacon Capital Management, Inc. | 0.00% | Add +307.8% | 677 | $34K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -7.9% | 49,856 | $33K |
| Morgan Stanley | 0.00% | Add +118.3% | 251 | $13K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -93.3% | 208 | $10K |
| Networth Advisors, LLC | 0.00% | — | 123 | $6K |
| Elequin Capital, LP | 0.00% | No change | 80 | $4K |
| Elevated Capital Advisors, LLC | 0.00% | New | 67 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 10 | $503 |
"% 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.