PIMCO SENIOR LOAN ACTIVE ETF LONZ
$49.11
+0.2% 52w: $46.78 – $49.27
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data46.7848.0349.27
Jun 20, 2025 Jul 2, 2026
Institutional holders
63
+0 QoQ
13F value
$281.8M
-21.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns LONZ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | Diversified mechanical | 2.6M | $129.9M | 0.2% | -26.4% |
| LPL Financial LLC | Bank broker | 440.5K | $21.7M | 0.0% | -8.7% |
| State of New Jersey Common Pension Fund D | Diversified mechanical | 400.0K | $19.8M | 0.1% | +60.0% |
| GOLDMAN SACHS GROUP INC | Bank broker | 336.2K | $16.6M | 0.0% | +93.2% |
| Flatrock Wealth Partners LLC | Wealth advisor | 222.0K | $11.0M | 4.9% | +9.4% |
| Independent Advisor Alliance | Wealth advisor | 197.5K | $9.8M | 0.1% | New |
| Cordoba Advisory Partners LLC | Wealth advisor | 168.7K | $8.3M | 2.3% | -5.5% |
| Gradient Investments LLC | Wealth advisor | 154.7K | $7.6M | 0.1% | +3.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 98.3K | $4.9M | 0.0% | +17.9% |
| Mid-American Wealth Advisory Group, Inc. | Wealth advisor | 93.5K | $4.7M | 2.0% | Held |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 87.9K | $4.3M | 0.0% | +3.2% |
| Roger Wittlin Investment Advisory, LLC | Wealth advisor | 68.0K | $3.4M | 2.7% | -54.5% |
| Elequin Capital, LP | Wealth advisor | 75.8K | $3.1M | 0.9% | +94600.0% |
| Simplicity Wealth,LLC | Wealth advisor | 51.1K | $2.5M | 0.1% | -3.7% |
| Cetera Investment Advisers | Wealth advisor | 50.5K | $2.5M | 0.0% | +952.6% |
| J.W. COLE ADVISORS, INC. | Diversified mechanical | 50.1K | $2.5M | 0.1% | +0.5% |
| IEQ CAPITAL, LLC | Diversified mechanical | 48.5K | $2.4M | 0.0% | New |
| L & S Advisors Inc | Other | 45.4K | $2.2M | 0.3% | -11.3% |
| ALEXANDER LABRUNERIE & CO., INC. | Other | 44.4K | $2.2M | 0.8% | +3.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 40.4K | $2.0M | 0.0% | -68.7% |
| Hilltop Holdings Inc. | Other | 32.6K | $1.6M | 0.1% | +4.1% |
| Inspire Advisors, LLC | Wealth advisor | 28.3K | $1.4M | 0.1% | -86.8% |
| Total Clarity Wealth Management, Inc. | Wealth advisor | 24.9K | $1.2M | 0.3% | +9.4% |
| ARMSTRONG ADVISORY GROUP, INC | Wealth advisor | 23.6K | $1.2M | 0.1% | +1.9% |
| Elm3 Financial Group, LLC | Wealth advisor | 22.8K | $1.1M | 1.0% | -20.7% |
| Clear Creek Financial Management, LLC | Wealth advisor | 22.4K | $1.1M | 0.1% | -0.7% |
| NAPLES GLOBAL ADVISORS, LLC | Other | 20.2K | $998K | 0.1% | +12.3% |
| CWM, LLC | Wealth advisor | 19.1K | $944K | 0.0% | -1.7% |
| UBS Group AG | Bank broker | 18.7K | $923K | 0.0% | +10.3% |
| Coastal Bridge Advisors, LLC | Other | 16.3K | $805K | 0.1% | +27.3% |
| JANE STREET GROUP, LLC | Market maker | 16.1K | $796K | 0.0% | -68.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 15.4K | $760K | 0.0% | +49.2% |
| Beckerman Institutional, LLC | Wealth advisor | 13.9K | $684K | 0.4% | +1.8% |
| Gateway Wealth Partners, LLC | Wealth advisor | 13.5K | $668K | 0.0% | New |
| AE Wealth Management LLC | Wealth advisor | 12.0K | $590K | 0.0% | -25.9% |
| ROYAL BANK OF CANADA | Bank broker | 11.8K | $583K | 0.0% | -48.6% |
| Focus Partners Wealth | Wealth advisor | 11.2K | $552K | 0.0% | -91.0% |
| Bright Futures Wealth Management, LLC. | Wealth advisor | 11.1K | $547K | 0.4% | +5.3% |
| TITLEIST ASSET MANAGEMENT, LLC | Wealth advisor | 10.5K | $518K | 0.0% | -10.4% |
| Tactive Advisors, LLC | Wealth advisor | 8.8K | $434K | 0.1% | +27.1% |
| VestGen Advisors, LLC | Wealth advisor | 8.2K | $406K | 0.0% | -14.4% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 8.1K | $399K | 0.0% | +19.7% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 5.8K | $286K | 0.0% | -10.9% |
| Acorn Wealth Advisors, LLC | Wealth advisor | 5.7K | $283K | 0.1% | -0.9% |
| Private Advisor Group, LLC | Wealth advisor | 5.3K | $263K | 0.0% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 4.8K | $237K | 0.0% | -48.7% |
| Advocacy Wealth Management, LLC | Wealth advisor | 4.8K | $236K | 0.0% | -22.2% |
| Family Investment Center, Inc. | Wealth advisor | 4.1K | $201K | 0.0% | -15.6% |
| EVOLUTION WEALTH MANAGEMENT INC. | Wealth advisor | 3.5K | $175K | 0.1% | +80.1% |
| FIFTH THIRD BANCORP | Diversified mechanical | 2.9K | $143K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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Top funds holding LONZ
Allianz Asset Management GmbHLPL Financial LLCState of New Jersey Common Pension Fund DGOLDMAN SACHS GROUP INCFlatrock Wealth Partners LLCIndependent Advisor AllianceCordoba Advisory Partners LLCGradient Investments LLCCambridge Investment Research Advisors, Inc.Mid-American Wealth Advisory Group, Inc.