Who owns PIMCO SENIOR LOAN ACTIVE ETF?
- Ticker: LONZ
- CUSIP Number: 72201r627
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Analyze quarterly positions in Pimco Senior Loan Active Etf with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Pimco Senior Loan Active Etf stock
Who bought or sold PIMCO SENIOR LOAN ACTIVE ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Allianz Asset Management | 3.2M | $160M | 23% | Jun 2026 |
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| Harel Insurance Investments & Financial Services | 2.3M | $114M | 100% | Jun 2026 |
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| LPL Financial | 516k | $25M | 17% | Jun 2026 |
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| State of New Jersey Common Pension Fund D | 400k | $20M | 0% | Jun 2026 |
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| Flatrock Wealth Partners | 237k | $12M | 7% | Jun 2026 |
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| Cordoba Advisory Partners | 172k | $8.4M | 0% | Sep 2026 |
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| Gradient Investments | 162k | $8.0M | 1% | Sep 2026 |
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| McAdam | 126k | $6.2M | 9% | Sep 2026 |
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| Cambridge Investment Research Advisors | 111k | $5.4M | 12% | Jun 2026 |
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| Envestnet Asset Management | 96k | $4.7M | 9% | Jun 2026 |
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| Atria Investments | 82k | $4.0M | -1% | Sep 2026 |
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| Mid-American Wealth Advisory Group | 80k | $3.9M | -9% | Sep 2026 |
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| Mariner Wealth Advisors | 73k | $3.6M | 100% | Jun 2026 |
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| Brighton Jones | 62k | $3.1M | 100% | Jun 2026 |
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| Roger Wittlin Investment Advisory | 62k | $3.0M | 1% | Sep 2026 |
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| Wealth Enhancement Advisory Services | 58k | $2.8M | 34% | Sep 2026 |
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| J.w. Cole Advisors | 58k | $2.8M | 15% | Jun 2026 |
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| Cetera Investment Advisers | 54k | $2.7M | 7% | Jun 2026 |
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| L & S Advisors | 49k | $2.4M | 8% | Jun 2026 |
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| Simplicity Wealth | 41k | $2.0M | 2% | Sep 2026 |
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| Colony | 39k | $1.9M | 246% | Jun 2026 |
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| Hilltop Holdings | 36k | $1.8M | 11% | Jun 2026 |
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| LifeGoal Wealth Advisors | 31k | $1.5M | 83% | Sep 2026 |
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| Northwestern Mutual Wealth Management Company | 30k | $1.5M | 92% | Jun 2026 |
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| Armstrong Advisory Group | 28k | $1.4M | 4% | Sep 2026 |
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| Hartland & Co | 28k | $1.4M | 100% | Jun 2026 |
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| Fifth Third Securities | 24k | $1.2M | 100% | Sep 2026 |
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| Royal Bank of Canada | 24k | $1.2M | 104% | Jun 2026 |
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| Elm3 Financial Group | 22k | $1.1M | 1% | Sep 2026 |
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| Naples Global Advisors | 20k | $1.0M | 0% | Jun 2026 |
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| UBS Group | 20k | $997k | 8% | Jun 2026 |
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| LLBH Private Wealth Management | 19k | $918k | 14% | Jun 2026 |
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| True Wealth Design | 19k | $910k | 67% | Sep 2026 |
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| Tactive Advisors | 17k | $810k | 69% | Sep 2026 |
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| Beckerman Institutional | 14k | $683k | 0% | Jun 2026 |
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| Mml Investors Services | 14k | $673k | 100% | Jun 2026 |
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| Bright Futures Wealth Management | 13k | $627k | 2% | Sep 2026 |
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| AE Wealth Management | 11k | $552k | -6% | Jun 2026 |
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| Titleist Asset Management | 11k | $546k | 2% | Sep 2026 |
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| Private Advisor | 9.9k | $490k | 86% | Jun 2026 |
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| Kensington Asset Management | 9.5k | $469k | 100% | Jun 2026 |
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| VestGen Advisors | 7.9k | $390k | -3% | Sep 2026 |
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| Total Clarity Wealth Management | 7.5k | $369k | 1% | Sep 2026 |
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| Tower Research Capital | 7.4k | $365k | 27307% | Jun 2026 |
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| Gateway Wealth Partners | 6.0k | $293k | -56% | Jun 2026 |
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| Harbour Investments | 5.8k | $286k | 0% | Jun 2026 |
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| Acorn Wealth Advisors | 5.6k | $275k | 0% | Sep 2026 |
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| Independent Financial Group | 5.6k | $273k | 100% | Sep 2026 |
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| Pnc Financial Services | 4.9k | $242k | 100% | Jun 2026 |
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| Family Investment Center | 4.4k | $216k | 6% | Sep 2026 |
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| Commonwealth Equity Services | 4.4k | $215k | -9% | Jun 2026 |
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| IFG Advisory | 3.0k | $146k | 100% | Jun 2026 |
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| Fifth Third Bancorp | 2.9k | $143k | 0% | Jun 2026 |
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| Evolution Wealth Management | 2.9k | $140k | -2% | Sep 2026 |
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| Beacon Capital Management | 2.5k | $124k | 42% | Sep 2026 |
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| Advisor Group Holdings | 2.3k | $113k | 8% | Jun 2026 |
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| Lloyd Advisory Services | 1.7k | $82k | 100% | Jun 2026 |
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| Private Trust Co Na | 1.6k | $79k | 0% | Sep 2026 |
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| TD Waterhouse Canada | 1.0k | $49k | 0% | Sep 2026 |
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| SRS Capital Advisors | 511.00 | $25k | 100% | Jun 2026 |
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| Ameritas Advisory Services | 477.00 | $24k | 100% | Jun 2026 |
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| Rockefeller Capital Management | 208.00 | $10k | 0% | Jun 2026 |
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| CX Institutional | 167.00 | $8.0k | 0% | Sep 2026 |
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| Tounjian Advisory Partners | 149.00 | $7.4k | 100% | Jun 2026 |
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| Networth Advisors | 113.00 | $5.6k | 26% | Jun 2026 |
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| Signature Equity Partners | 106.00 | $5.2k | 3% | Jun 2026 |
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| Creative Financial Designs | 101.00 | $5.0k | 100% | Jun 2026 |
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| Abound Wealth Management | 86.00 | $4.2k | 100% | Sep 2026 |
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| Elevated Capital Advisors | 46.00 | $2.3k | -30% | Jun 2026 |
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| Gilpin Wealth Management | 20.00 | $983.000000 | 0% | Sep 2026 |
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| Montgomery Financial Services | 14.00 | $689.999800 | 100% | Jun 2026 |
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| EverSource Wealth Advisors | 10.00 | $493.000000 | 0% | Jun 2026 |
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Who sold out of Pimco Senior Loan Active Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Mar 2026 | 336k | $17M |
| Independent Advisor Alliance | Mar 2026 | 198k | $9.8M |
| Elequin Capital | Mar 2026 | 76k | $3.7M |
| Ieq Capital | Mar 2026 | 49k | $2.4M |
| Alexander Labrunerie & Co | Mar 2026 | 44k | $2.2M |
| Inspire Advisors | Mar 2026 | 28k | $1.4M |
| Clear Creek Financial Management | Jun 2026 | 22k | $1.1M |
| Jane Street | Mar 2026 | 16k | $796k |
| Old Mission Capital | Mar 2026 | 8.1k | $399k |
| Advocacy Wealth Management Services | Mar 2026 | 4.8k | $236k |
| Geneos Wealth Management | Mar 2026 | 1.6k | $79k |
| Farther Finance Advisors | Jun 2026 | 208.00 | $10k |
| Barclays | Mar 2026 | 100.00 | $4.9k |