PIMCO Senior Loan Active ETFLONZETF
13F holders, Q1 2026 (March 31)64holders +1
9new positions
7sold out
$49.29avg. 13F price*
At the end of Q1 2026, 64 institutions reported holding PIMCO Senior Loan Active ETF (LONZ) in their 13F filings, up 1 from Q4 2025. 9 opened new positions and 7 sold out. The largest holders were Allianz Asset Management GmbH ($129.9M), LPL Financial LLC ($21.7M) and State of New Jersey Common Pension Fund D ($19.8M).
- Company
- PIMCO Senior Loan Active ETF
- Filed as
- PIMCO ETF TR (Q1 2026)
- CUSIP
- 72201R627
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $13.4M |
| Exits | 7 | $29.7M |
All 13F filers, Q4 2025 → Q1 2026: 772,978 shares bought and 2,261,204 shares sold, net −1,488,226 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| Allianz Asset Management GmbH | 0.15% | Reduce -26.4% | 2,631,576 | $129.9M |
| LPL Financial LLC | 0.01% | Reduce -8.7% | 440,466 | $21.7M |
| State of New Jersey Common Pension Fund D | 0.08% | Add +60.0% | 400,000 | $19.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +93.2% | 336,244 | $16.6M |
| Flatrock Wealth Partners LLC | 4.93% | Add +9.4% | 221,951 | $11.0M |
| Independent Advisor Alliance | 0.10% | New | 197,473 | $9.8M |
| Cordoba Advisory Partners LLC | 2.30% | Reduce -5.5% | 168,699 | $8.3M |
| Gradient Investments LLC | 0.12% | Add +3.2% | 154,671 | $7.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +17.9% | 98,252 | $4.9M |
| Mid-American Wealth Advisory Group, Inc. | 1.99% | No change | 93,530 | $4.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.3% | 87,889 | $4.3M |
| Roger Wittlin Investment Advisory, LLC | 2.75% | Reduce -54.5% | 68,005 | $3.4M |
| Elequin Capital, LP | 0.98% | Add +94600.0% | 75,760 | $3.1M |
| Simplicity Wealth,LLC | 0.14% | Reduce -3.7% | 51,087 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +952.6% | 50,471 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +0.5% | 50,122 | $2.5M |
| Ieq Capital, LLC | 0.01% | New | 48,494 | $2.4M |
| L & S Advisors Inc | 0.28% | Reduce -11.3% | 45,375 | $2.2M |
| Alexander Labrunerie & Co., Inc. | 0.83% | Add +3.0% | 44,435 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -68.7% | 40,357 | $2.0M |
| Hilltop Holdings Inc. | 0.15% | Add +4.1% | 32,638 | $1.6M |
| Inspire Advisors, LLC | 0.11% | Reduce -86.8% | 28,291 | $1.4M |
| Total Clarity Wealth Management, Inc. | 0.29% | Add +9.4% | 24,885 | $1.2M |
| Armstrong Advisory Group, Inc. | 0.08% | Add +1.9% | 23,577 | $1.2M |
| Elm3 Financial Group, LLC | 0.95% | Reduce -20.7% | 22,820 | $1.1M |
| Clear Creek Financial Management, LLC | 0.08% | Reduce -0.7% | 22,401 | $1.1M |
| Naples Global Advisors, LLC | 0.07% | Add +12.3% | 20,210 | $998K |
| Cwm, LLC | 0.00% | Reduce -1.7% | 19,126 | $944K |
| UBS Group AG | 0.00% | Add +10.3% | 18,698 | $923K |
| Coastal Bridge Advisors, LLC | 0.06% | Add +27.3% | 16,306 | $805K |
| Jane Street Group, LLC | 0.00% | Reduce -68.8% | 16,117 | $796K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +49.2% | 15,388 | $760K |
| Beckerman Institutional, LLC | 0.36% | Add +1.8% | 13,860 | $684K |
| Gateway Wealth Partners, LLC | 0.03% | New | 13,518 | $668K |
| AE Wealth Management LLC | 0.00% | Reduce -25.9% | 11,958 | $590K |
| Royal Bank of Canada | 0.00% | Reduce -48.6% | 11,803 | $583K |
| Focus Partners Wealth | 0.00% | Reduce -91.0% | 11,175 | $552K |
| Bright Futures Wealth Management, LLC. | 0.37% | Add +5.3% | 11,070 | $547K |
| Titleist Asset Management, LLC | 0.04% | Reduce -10.4% | 10,482 | $518K |
| Tactive Advisors, LLC | 0.12% | Add +27.1% | 8,797 | $434K |
| VestGen Advisors, LLC | 0.01% | Reduce -14.4% | 8,183 | $406K |
| Old Mission Capital LLC | 0.01% | Add +19.7% | 8,080 | $399K |
| Harbour Investments, Inc. | 0.00% | Reduce -10.9% | 5,793 | $286K |
| Acorn Wealth Advisors, LLC | 0.08% | Reduce -0.9% | 5,739 | $283K |
| Private Advisor Group, LLC | 0.00% | New | 5,332 | $263K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -48.7% | 4,800 | $237K |
| Advocacy Wealth Management, LLC | 0.01% | Reduce -22.2% | 4,772 | $236K |
| Family Investment Center, Inc. | 0.04% | Reduce -15.6% | 4,073 | $201K |
| Brighton Jones LLC | 0.00% | New | 4,063 | $201K |
| Evolution Wealth Management Inc. | 0.13% | Add +80.1% | 3,536 | $175K |
| Fifth Third Bancorp | 0.00% | New | 2,904 | $143K |
| Osaic Holdings, Inc. | 0.00% | Add +194.2% | 2,121 | $105K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -8.2% | 1,598 | $79K |
| Beacon Capital Management, Inc. | 0.00% | Add +131.8% | 1,569 | $77K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $49K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 208 | $10K |
| Signature Equity Partners, LLC | 0.00% | New | 103 | $5K |
| Barclays PLC | 0.00% | New | 100 | $5K |
| Networth Advisors, LLC | 0.00% | Reduce -26.8% | 90 | $4K |
| Morgan Stanley | 0.00% | Reduce -65.7% | 86 | $4K |
| Elevated Capital Advisors, LLC | 0.00% | Reduce -1.5% | 66 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -100.0% | 27 | $1K |
| Gilpin Wealth Management, LLC | 0.00% | New | 20 | $988 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 10 | $494 |
"% 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.