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Pimco Senior Loan Active Etf shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of Pimco Senior Loan Active Etf (LONZ) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners investment in Pimco Senior Loan Active Etf

Tip: Access up to 7 years of quarterly data

All positions including Pimco Senior Loan Active Etf held by Kovitz Investment Group Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Senior Loan Active Etf by Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.5M 146k 51.07
2025-06-30 $6.5M 128k 50.99

More positions owned by Kovitz Investment Group Partners

Valued Advisers Tr Kovitz Core Eqt (EQTY)
Microsoft Corporation (MSFT)
Powell Industries (POWL)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
Thermo Fisher Scientific (TMO)
Lam Research Corp Com New (LRCX)
Meta Platforms Cl A (META)
Advanced Micro Devices (AMD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Keysight Technologies (KEYS)

View all positions for Kovitz Investment Group Partners

Top funds holding Pimco Senior Loan Active Etf

Allianz Asset Management
Wealth Enhancement Advisory Services
Advocacy Wealth Management Services
State of New Jersey Common Pension Fund D
LPL Financial
Roger Wittlin Investment Advisory
Wright Fund Managment
Inspire Advisors
Atria Investments
Mariner Wealth Advisors
Gradient Investments
Kovitz Investment Group Partners
Tower Research Capital
L & S Advisors
Jane Street

View all funds holding Pimco Senior Loan Active Etf