PIMCO SENIOR LOAN ACTIVE ETF (LONZ) Institutional Shareholders
PIMCO SENIOR LOAN ACTIVE ETF (LONZ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $279.78M in LONZ holdings during the latest filing period.
Allianz Asset Management Gmbh is currently the largest disclosed institutional shareholder of LONZ tracked by InsiderSet, reporting ownership valued at approximately $129.95M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $129.76M, representing an estimated loss of -0.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed LONZ value among the investors covered in this analysis. Major shareholders include Allianz Asset Management Gmbh, Lpl Financial Llc, State Of New Jersey Common Pension Fund D, and several other long-term asset managers with concentrated positions in PIMCO SENIOR LOAN ACTIVE ETF (LONZ).
This page ranks the largest institutional LONZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
67
Total Reported Value
$279.78M
Largest Holder
Allianz Asset Management Gmbh
Largest Position
$129.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
76
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Allianz Asset Management Gmbh | 0.15% | 2,631,576 | $129,945,644 | $129,763,013 | -$182,631 | -0.14% | |
| Lpl Financial Llc | 0.01% | 440,466 | $21,749,932 | $21,719,378 | -$30,554 | -0.14% | |
| State Of New Jersey Common Pension Fund D | 0.08% | 400,000 | $19,751,760 | $19,724,000 | -$27,760 | -0.14% | |
| Goldman Sachs Group Inc | 0.00% | 336,244 | $16,603,527 | $16,580,192 | -$23,335 | -0.14% | |
| Flatrock Wealth Partners Llc | 4.93% | 221,951 | $10,959,810 | $10,944,404 | -$15,406 | -0.14% | |
| Independent Advisor Alliance | 0.10% | 197,473 | $9,751,094 | $9,737,394 | -$13,700 | -0.14% | |
| Cordoba Advisory Partners Llc | 1.79% | 171,747 | $8,468,845 | $8,468,845 | -$0 | -0.00% | |
| Gradient Investments Llc | 0.11% | 159,674 | $7,873,535 | $7,873,525 | -$10 | -0.00% | |
| Envestnet Asset Management Inc | 0.00% | 87,889 | $4,339,911 | $4,333,807 | -$6,104 | -0.14% | |
| Mid-American Wealth Advisory Group, Inc. | 1.56% | 87,606 | $4,319,875 | $4,319,852 | -$23 | -0.00% | |
| Atria Investments, Inc | 0.04% | 82,650 | $4,075,469 | $4,075,472 | +$3 | +0.00% | |
| Elequin Capital, Lp | 0.29% | 75,760 | $3,138,842 | $3,735,726 | +$596,884 | +19.02% | |
| Roger Wittlin Investment Advisory, Llc | 2.36% | 60,842 | $3,000,152 | $3,000,119 | -$33 | -0.00% | |
| J.W. Cole Advisors, Inc. | 0.05% | 57,671 | $2,843,765 | $2,843,757 | -$8 | -0.00% | |
| Simplicity Wealth,Llc | 0.14% | 51,087 | $2,522,657 | $2,519,100 | -$3,557 | -0.14% | |
| Cetera Investment Advisers | 0.00% | 50,471 | $2,492,246 | $2,488,725 | -$3,521 | -0.14% | |
| Ieq Capital, Llc | 0.01% | 48,494 | $2,394,605 | $2,391,239 | -$3,366 | -0.14% | |
| Alexander Labrunerie & Co., Inc. | 0.82% | 44,435 | $2,194,185 | $2,191,090 | -$3,095 | -0.14% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 43,089 | $2,118,686 | $2,124,719 | +$6,033 | +0.28% | |
| Hilltop Holdings Inc. | 0.15% | 32,638 | $1,611,621 | $1,609,380 | -$2,241 | -0.14% | |
| Inspire Advisors, Llc | 0.11% | 28,291 | $1,396,993 | $1,395,029 | -$1,964 | -0.14% | |
| Armstrong Advisory Group, Inc | 0.08% | 26,982 | $1,330,497 | $1,330,482 | -$15 | -0.00% | |
| Elm3 Financial Group, Llc | 0.74% | 21,960 | $1,082,838 | $1,082,848 | +$10 | +0.00% | |
| Clear Creek Financial Management, Llc | 0.07% | 21,574 | $1,063,814 | $1,063,814 | -$0 | -0.00% | |
| Naples Global Advisors, Llc | 0.06% | 20,310 | $1,001,487 | $1,001,486 | -$1 | -0.00% | |
| Cwm, Llc | 0.00% | 19,126 | $944,441 | $943,103 | -$1,338 | -0.14% | |
| Ubs Group Ag | 0.00% | 18,698 | $923,289 | $921,998 | -$1,291 | -0.14% | |
| Lifegoal Investments, Llc | 0.39% | 17,063 | $841,385 | $841,377 | -$8 | -0.00% | |
| Coastal Bridge Advisors, Llc | 0.06% | 16,306 | $805,197 | $804,049 | -$1,148 | -0.14% | |
| Jane Street Group, Llc | 0.00% | 16,117 | $795,848 | $794,729 | -$1,119 | -0.14% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 15,388 | $759,839 | $758,782 | -$1,057 | -0.14% | |
| Beckerman Institutional, Llc | 0.36% | 13,860 | $684,399 | $683,437 | -$962 | -0.14% | |
| Gateway Wealth Partners, Llc | 0.03% | 13,518 | $667,506 | $666,573 | -$933 | -0.14% | |
| Bright Futures Wealth Management, Llc. | 0.40% | 12,547 | $618,714 | $618,693 | -$21 | -0.00% | |
| Ae Wealth Management Llc | 0.00% | 11,958 | $590,492 | $589,649 | -$843 | -0.14% | |
| Royal Bank Of Canada | 0.00% | 11,803 | $583,000 | $582,006 | -$994 | -0.17% | |
| Focus Partners Wealth | 0.00% | 11,175 | $551,858 | $551,039 | -$819 | -0.15% | |
| True Wealth Design, Llc | 0.13% | 11,074 | $546,059 | $546,059 | -$0 | -0.00% | |
| Titleist Asset Management, Llc | 0.04% | 10,924 | $538,670 | $538,662 | -$8 | -0.00% | |
| Private Advisor Group, Llc | 0.00% | 9,939 | $490,071 | $490,092 | +$21 | +0.00% | |
| Tactive Advisors, Llc | 0.12% | 9,753 | $480,928 | $480,920 | -$8 | -0.00% | |
| Vestgen Advisors, Llc | 0.01% | 8,183 | $405,554 | $403,504 | -$2,050 | -0.51% | |
| Old Mission Capital Llc | 0.01% | 8,080 | $398,985 | $398,425 | -$560 | -0.14% | |
| Total Clarity Wealth Management, Inc. | 0.07% | 7,453 | $367,527 | $367,507 | -$20 | -0.01% | |
| Harbour Investments, Inc. | 0.00% | 5,793 | $286,055 | $285,653 | -$402 | -0.14% | |
| Acorn Wealth Advisors, Llc | 0.07% | 5,586 | $275,433 | $275,446 | +$13 | +0.00% | |
| Commonwealth Equity Services, Llc | 0.00% | 4,358 | $214,880 | $214,893 | +$13 | +0.01% | |
| Family Investment Center, Inc. | 0.03% | 4,150 | $204,647 | $204,637 | -$11 | -0.01% | |
| Evolution Wealth Management Inc. | 0.08% | 2,926 | $144,281 | $144,281 | +$0 | +0.00% | |
| Fifth Third Bancorp | 0.00% | 2,904 | $143,398 | $143,196 | -$202 | -0.14% |
Frequently asked questions about LONZ
Who owns the most LONZ stock?
The largest holders of LONZ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PIMCO SENIOR LOAN ACTIVE ETF (LONZ).
Is LONZ widely held by superinvestors?
Many widely followed stocks like LONZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly LONZ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.