PIMCO SENIOR LOAN ACTIVE ETF (LONZ) Institutional Ownership Changes & 13F Activity
PIMCO SENIOR LOAN ACTIVE ETF (LONZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Allianz Asset Management Gmbh, Mcadam, Llc, Lpl Financial Llc, Mariner, Llc, and Brighton Jones Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Allianz Asset Management Gmbh | Buy | +606,623 | +23.1% | 3,238,199 | $159.68M | Q2 2026 | Sep 02, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +2,305 | +14.1% | 18,611 | $917.70K | Q2 2026 | Aug 17, 2026 |
| Flatrock Wealth Partners Llc | Buy | +15,195 | +6.8% | 237,146 | $11.69M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +12,307 | +104.3% | 24,110 | $1.19M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +2,964 | — | 2,964 | $146.14K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +477 | — | 477 | $23.52K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +176 | +8.3% | 2,297 | $113.26K | Q2 2026 | Aug 14, 2026 |
| Mariner, Llc | Buy | +72,765 | — | 72,765 | $3.59M | Q2 2026 | Aug 13, 2026 |
| Hilltop Holdings Inc. | Buy | +3,494 | +10.7% | 36,132 | $1.78M | Q2 2026 | Aug 13, 2026 |
| Beacon Capital Management, Inc. | Buy | +1,783 | — | 1,783 | $87.92K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +1,527 | +8.2% | 20,225 | $997.29K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -14 | -16.3% | 72 | $3.59K | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | Buy | +27,482 | +245.9% | 38,657 | $1.91M | Q2 2026 | Aug 12, 2026 |
| Kensington Asset Management, Llc | Buy | +9,509 | — | 9,509 | $468.89K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +3,427 | +6.8% | 53,898 | $2.66M | Q2 2026 | Aug 12, 2026 |
| Brighton Jones Llc | Buy | +58,051 | +1428.8% | 62,114 | $3.06M | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +7,373 | +27307.4% | 7,400 | $364.89K | Q2 2026 | Aug 11, 2026 |
| Vestgen Advisors, Llc | Buy | +5 | +0.1% | 8,188 | $403.73K | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | Buy | +511 | — | 511 | $25.20K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +75,440 | +17.1% | 515,906 | $25.44M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +13,641 | — | 13,641 | $672.65K | Q2 2026 | Aug 07, 2026 |
| Pnc Financial Services Group, Inc. | Buy | +4,906 | — | 4,906 | $241.91K | Q2 2026 | Aug 07, 2026 |
| Lloyd Advisory Services, Llc. | Buy | +1,669 | — | 1,669 | $82.32K | Q2 2026 | Aug 07, 2026 |
| Tounjian Advisory Partners, Llc | Buy | +149 | — | 149 | $7.36K | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, Llc | Buy | +27,551 | — | 27,551 | $1.36M | Q2 2026 | Aug 06, 2026 |
| Mcadam, Llc | Buy | +115,747 | — | 115,747 | $5.71M | Q2 2026 | Aug 04, 2026 |
| Gateway Wealth Partners, Llc | Sell | -7,567 | -56.0% | 5,951 | $293.45K | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Buy | +7,966 | +9.1% | 95,855 | $4.73M | Q2 2026 | Aug 03, 2026 |
| Elevated Capital Advisors, Llc | Sell | -20 | -30.3% | 46 | $2.29K | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +12,211 | +12.4% | 110,463 | $5.45K | Q2 2026 | Jul 30, 2026 |
Frequently asked questions about LONZ activity
Which institutional owners are buying LONZ?
Institutional owners buying LONZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in LONZ activity?
"Buy" means an investor increased their reported position in LONZ compared to the prior reporting period. This reflects growing exposure to PIMCO SENIOR LOAN ACTIVE ETF (LONZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in LONZ increasing?
Institutional interest in LONZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.