Who owns PIMCO Senior Loan Active Exchange-Traded Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of LONZ from SEC Form 13F filings across 74 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 74 institutions disclosed 8.5M shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $297.0M — about 72.5% of shares outstanding; the largest disclosed holder is Allianz Asset Management GmbH. Source: SEC Form 13F filings, parsed by EvidInvest.
74
13F holders
$297.0M
value, 2026 filers
72.5%
of shares outstanding (8.5M sh)
25
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of LONZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Allianz Asset Management GmbH | 3.2M | $159.7M | 0.1% | 27.8% | +23.1% |
| 2 | Harel Insurance Investments & Financial Services Ltd.NEW | 2.3M | $114,399 | 0.6% | 19.9% | new |
| 3 | LPL Financial LLC | 515,906 | $25.4M | 0.0% | 4.4% | +17.1% |
| 4 | State of New Jersey Common Pension Fund D | 400,000 | $19.7M | 0.1% | 3.4% | 0.0% |
| 5 | Flatrock Wealth Partners LLC | 237,146 | $11.7M | 4.6% | 2% | +6.8% |
| 6 | Cordoba Advisory Partners LLC | 171,747 | $8.5M | 1.8% | 1.5% | +1.8% |
| 7 | Gradient Investments LLC | 159,674 | $7.9M | 0.1% | 1.4% | +3.2% |
| 8 | McAdam, LLCNEW | 115,747 | $5.7M | 0.2% | 1% | new |
| 9 | Cambridge Investment Research Advisors, Inc. | 110,463 | $5,447 | 0.0% | 0.9% | +12.4% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 95,855 | $4.7M | 0.0% | 0.8% | +9.1% |
| 11 | Mid-American Wealth Advisory Group, Inc. | 87,606 | $4.3M | 1.6% | 0.8% | -6.3% |
| 12 | Atria Investments, IncNEW | 82,650 | $4.1M | 0.0% | 0.7% | new |
| 13 | Mariner, LLCNEW | 72,765 | $3.6M | 0.0% | 0.6% | new |
| 14 | BRIGHTON JONES LLCNEW | 62,114 | $3.1M | 0.1% | 0.5% | new |
| 15 | Roger Wittlin Investment Advisory, LLC | 60,842 | $3.0M | 2.4% | 0.5% | -10.5% |
| 16 | J.W. COLE ADVISORS, INC. | 57,671 | $2.8M | 0.0% | 0.5% | +15.1% |
| 17 | Cetera Investment Advisers | 53,898 | $2.7M | 0.0% | 0.5% | +6.8% |
| 18 | L & S Advisors IncNEW | 48,797 | $2.4M | 0.2% | 0.4% | new |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 43,089 | $2.1M | 0.0% | 0.4% | +6.8% |
| 20 | Simplicity Wealth,LLC | 39,749 | $2.0M | 0.1% | 0.3% | -22.2% |
| 21 | Focus Partners Wealth | 38,657 | $1.9M | 0.0% | 0.3% | +245.9% |
| 22 | Hilltop Holdings Inc. | 36,132 | $1.8M | 0.1% | 0.3% | +10.7% |
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 29,487 | $1.5M | 0.0% | 0.3% | +91.6% |
| 24 | Clearstead Advisors, LLCNEW | 27,551 | $1.4M | 0.0% | 0.2% | new |
| 25 | ARMSTRONG ADVISORY GROUP, INC | 26,982 | $1.3M | 0.1% | 0.2% | +14.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.