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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Allianz Asset Management GmbhBuy+606,623+23.1%3,238,199$159.68MQ2 2026Sep 02, 2026
Coastal Bridge Advisors, LlcBuy+2,305+14.1%18,611$917.70KQ2 2026Aug 17, 2026
Flatrock Wealth Partners LlcBuy+15,195+6.8%237,146$11.69MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+12,307+104.3%24,110$1.19MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+2,9642,964$146.14KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+477477$23.52KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+176+8.3%2,297$113.26KQ2 2026Aug 14, 2026
Mariner, LlcBuy+72,76572,765$3.59MQ2 2026Aug 13, 2026
Hilltop Holdings Inc.Buy+3,494+10.7%36,132$1.78MQ2 2026Aug 13, 2026
Beacon Capital Management, Inc.Buy+1,7831,783$87.92KQ2 2026Aug 13, 2026
Ubs Group AgBuy+1,527+8.2%20,225$997.29KQ2 2026Aug 13, 2026
Morgan StanleySell-14-16.3%72$3.59KQ2 2026Aug 13, 2026
Focus Partners WealthBuy+27,482+245.9%38,657$1.91MQ2 2026Aug 12, 2026
Kensington Asset Management, LlcBuy+9,5099,509$468.89KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+3,427+6.8%53,898$2.66MQ2 2026Aug 12, 2026
Brighton Jones LlcBuy+58,051+1428.8%62,114$3.06MQ2 2026Aug 11, 2026
Tower Research Capital Llc (Trc)Buy+7,373+27307.4%7,400$364.89KQ2 2026Aug 11, 2026
Vestgen Advisors, LlcBuy+5+0.1%8,188$403.73KQ2 2026Aug 11, 2026
Arax Advisory PartnersBuy+511511$25.20KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+75,440+17.1%515,906$25.44MQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+13,64113,641$672.65KQ2 2026Aug 07, 2026
Pnc Financial Services Group, Inc.Buy+4,9064,906$241.91KQ2 2026Aug 07, 2026
Lloyd Advisory Services, Llc.Buy+1,6691,669$82.32KQ2 2026Aug 07, 2026
Tounjian Advisory Partners, LlcBuy+149149$7.36KQ2 2026Aug 07, 2026
Clearstead Advisors, LlcBuy+27,55127,551$1.36MQ2 2026Aug 06, 2026
Mcadam, LlcBuy+115,747115,747$5.71MQ2 2026Aug 04, 2026
Gateway Wealth Partners, LlcSell-7,567-56.0%5,951$293.45KQ2 2026Aug 04, 2026
Envestnet Asset Management IncBuy+7,966+9.1%95,855$4.73MQ2 2026Aug 03, 2026
Elevated Capital Advisors, LlcSell-20-30.3%46$2.29KQ2 2026Aug 03, 2026
Cambridge Investment Research Advisors, Inc.Buy+12,211+12.4%110,463$5.45KQ2 2026Jul 30, 2026
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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.