LONZ Institutional Ownership & Shareholders
PIMCO SENIOR LOAN ACTIVE ETF (LONZ) is currently held by 70 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $413.00M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Allianz Asset Management Gmbh is currently the largest disclosed institutional shareholder of LONZ tracked by InsiderSet, reporting ownership valued at approximately $159.68M in its June 30, 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 $157.89M, representing an estimated loss of -1.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% 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
70
Total Reported Value
$413.00M
Largest Holder
Allianz Asset Management Gmbh
Largest Position
$159.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
89
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% | 3,238,199 | $159,675,593 | $157,894,583 | -$1,781,010 | -1.12% | |
| Lpl Financial Llc | 0.01% | 515,906 | $25,439,308 | $25,155,577 | -$283,731 | -1.12% | |
| State Of New Jersey Common Pension Fund D | 0.07% | 400,000 | $19,724,000 | $19,504,000 | -$220,000 | -1.12% | |
| Flatrock Wealth Partners Llc | 4.59% | 237,146 | $11,693,694 | $11,563,239 | -$130,455 | -1.12% | |
| Cordoba Advisory Partners Llc | 1.04% | 171,747 | $8,441,365 | $8,374,384 | -$66,981 | -0.79% | |
| Gradient Investments Llc | 0.11% | 161,850 | $7,954,932 | $7,891,806 | -$63,126 | -0.79% | |
| Mcadam, Llc | 0.23% | 125,946 | $6,190,261 | $6,141,127 | -$49,134 | -0.79% | |
| Envestnet Asset Management Inc | 0.00% | 95,855 | $4,726,622 | $4,673,890 | -$52,732 | -1.12% | |
| Atria Investments, Inc | 0.04% | 81,915 | $4,026,121 | $3,994,175 | -$31,946 | -0.79% | |
| Mid-American Wealth Advisory Group, Inc. | 1.37% | 79,842 | $3,924,241 | $3,893,096 | -$31,145 | -0.79% | |
| Mariner, Llc | 0.00% | 72,765 | $3,588,045 | $3,548,021 | -$40,024 | -1.12% | |
| Brighton Jones Llc | 0.06% | 62,114 | $3,062,842 | $3,028,679 | -$34,163 | -1.12% | |
| Roger Wittlin Investment Advisory, Llc | 2.36% | 61,677 | $3,031,432 | $3,007,371 | -$24,061 | -0.79% | |
| J.W. Cole Advisors, Inc. | 0.05% | 57,671 | $2,843,765 | $2,812,038 | -$31,727 | -1.12% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 57,850 | $2,824,816 | $2,820,766 | -$4,050 | -0.14% | |
| Cetera Investment Advisers | 0.00% | 53,898 | $2,657,691 | $2,628,066 | -$29,625 | -1.11% | |
| L & S Advisors Inc | 0.25% | 48,797 | $2,406,197 | $2,379,342 | -$26,855 | -1.12% | |
| Simplicity Wealth,Llc | 0.06% | 40,613 | $1,996,136 | $1,980,290 | -$15,846 | -0.79% | |
| Focus Partners Wealth | 0.00% | 38,657 | $1,906,156 | $1,884,915 | -$21,241 | -1.11% | |
| Hilltop Holdings Inc. | 0.14% | 36,132 | $1,781,659 | $1,761,796 | -$19,863 | -1.11% | |
| Lifegoal Investments, Llc | 0.47% | 31,168 | $1,531,912 | $1,519,752 | -$12,160 | -0.79% | |
| Armstrong Advisory Group, Inc | 0.08% | 28,179 | $1,385,012 | $1,374,008 | -$11,004 | -0.79% | |
| Clearstead Advisors, Llc | 0.01% | 27,551 | $1,358,540 | $1,343,387 | -$15,153 | -1.12% | |
| Royal Bank Of Canada | 0.00% | 24,110 | $1,189,000 | $1,175,604 | -$13,396 | -1.13% | |
| Fifth Third Securities, Inc. | 0.06% | 24,143 | $1,186,677 | $1,177,213 | -$9,464 | -0.80% | |
| Elm3 Financial Group, Llc | 0.73% | 22,182 | $1,090,241 | $1,081,594 | -$8,647 | -0.79% | |
| Naples Global Advisors, Llc | 0.06% | 20,310 | $1,001,487 | $990,316 | -$11,171 | -1.12% | |
| Ubs Group Ag | 0.00% | 20,225 | $997,295 | $986,171 | -$11,124 | -1.12% | |
| Cwm, Llc | 0.00% | 19,126 | $944,441 | $932,584 | -$11,857 | -1.26% | |
| Coastal Bridge Advisors, Llc | 0.06% | 18,611 | $917,699 | $907,472 | -$10,227 | -1.11% | |
| True Wealth Design, Llc | 0.21% | 18,515 | $910,013 | $902,791 | -$7,222 | -0.79% | |
| Tactive Advisors, Llc | 0.19% | 16,471 | $809,557 | $803,126 | -$6,431 | -0.79% | |
| Beckerman Institutional, Llc | 0.33% | 13,860 | $683,436 | $675,814 | -$7,622 | -1.12% | |
| Mml Investors Services, Llc | 0.00% | 13,641 | $672,655 | $665,135 | -$7,520 | -1.12% | |
| Bright Futures Wealth Management, Llc. | 0.43% | 12,756 | $626,935 | $621,983 | -$4,952 | -0.79% | |
| Titleist Asset Management, Llc | 0.04% | 11,111 | $546,088 | $541,772 | -$4,316 | -0.79% | |
| Private Advisor Group, Llc | 0.00% | 9,939 | $490,071 | $484,626 | -$5,445 | -1.11% | |
| Kensington Asset Management, Llc | 0.03% | 9,509 | $468,888 | $463,659 | -$5,229 | -1.12% | |
| Vestgen Advisors, Llc | 0.01% | 7,936 | $390,074 | $386,959 | -$3,115 | -0.80% | |
| Total Clarity Wealth Management, Inc. | 0.07% | 7,513 | $369,248 | $366,334 | -$2,914 | -0.79% | |
| Tower Research Capital Llc (Trc) | 0.01% | 7,400 | $364,894 | $360,824 | -$4,070 | -1.12% | |
| Gateway Wealth Partners, Llc | 0.02% | 5,951 | $293,447 | $290,171 | -$3,276 | -1.12% | |
| Harbour Investments, Inc. | 0.00% | 5,793 | $285,653 | $282,467 | -$3,186 | -1.12% | |
| Acorn Wealth Advisors, Llc | 0.07% | 5,586 | $274,570 | $272,373 | -$2,197 | -0.80% | |
| Independent Financial Group, Llc | 0.00% | 5,562 | $273,372 | $271,203 | -$2,169 | -0.79% | |
| Pnc Financial Services Group, Inc. | 0.00% | 4,906 | $241,915 | $239,217 | -$2,698 | -1.12% | |
| Commonwealth Equity Services, Llc | 0.00% | 4,443 | $218,390 | $216,641 | -$1,749 | -0.80% | |
| Family Investment Center, Inc. | 0.04% | 4,394 | $215,952 | $214,251 | -$1,701 | -0.79% | |
| Ifg Advisory, Llc | 0.01% | 2,964 | $146,140 | $144,525 | -$1,615 | -1.11% | |
| Fifth Third Bancorp | 0.00% | 2,904 | $143,196 | $141,599 | -$1,597 | -1.12% |
Frequently asked questions about LONZ
Who are the largest institutional holders of LONZ?
The largest institutional holders of LONZ reported in the latest SEC Form 13F filings include Allianz Asset Management Gmbh, Lpl Financial Llc, State Of New Jersey Common Pension Fund D, Flatrock Wealth Partners Llc, and Cordoba Advisory Partners Llc. InsiderSet ranks institutional holders by their latest reported LONZ position.
What is LONZ institutional ownership?
This page tracks LONZ positions reported by institutional investment managers through SEC Form 13F. PIMCO SENIOR LOAN ACTIVE ETF (LONZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LONZ?
InsiderSet currently tracks 70 institutional managers reporting LONZ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LONZ shareholders.
How much LONZ stock do institutions own?
Institutional investment managers disclosed approximately $413.00M in LONZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LONZ institutional ownership last updated?
The latest LONZ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LONZ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LONZ position after the reporting date.
Are institutions buying or selling LONZ?
Institutional buying and selling can be analyzed by comparing LONZ positions across consecutive 13F reporting periods. InsiderSet's LONZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LONZ ownership changes.
How has LONZ institutional ownership changed over time?
InsiderSet tracks LONZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.