Who Owns LONZ?
PIMCO Senior Loan Active Exchange-Traded Fund — Institutional Ownership & 13F Holdings
$49.74
+0.03 (+0.05%)
Market Cap
$636.9M
Shares Outstanding
12,916,042
Institutional Holders
81
Total Inst. Value
$758.9M
% of Float Held
—
QoQ Holder Change
+61
Institutional data as of Q1 2025
New Positions
24
Closed Positions
10
Increased
24
Decreased
24
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Allianz Asset Management GmbH | $409.6M | 8,130,059 |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $68.0M | 1,350,282 |
| 3 | State of New Jersey Common Pension Fund D | $42.8M | 850,000 |
| 4 | Advocacy Wealth Management, LLC | $39.9M | 792,503 |
| 5 | Horizon Wealth Management, LLCNew | $31.5M | 625,006 |
| 6 | Kensington Asset Management, LLC | $21.1M | 418,184 |
| 7 | WELLS FARGO & COMPANY/MN | $15.0M | 297,169 |
| 8 | Roger Wittlin Investment Advisory, LLC | $14.7M | 291,126 |
| 9 | L & S Advisors Inc | $13.7M | 271,091 |
| 10 | Inspire Advisors, LLC | $10.2M | 202,984 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Allianz Asset Management GmbH | +1.5M | $409.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +50K | $68.0M |
| Advocacy Wealth Management, LLC | +63K | $39.9M |
| Horizon Wealth Management, LLCNew | +625K | $31.5M |
| Kensington Asset Management, LLC | +153K | $21.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | -126K | $15.0M |
| ROYAL BANK OF CANADA | -69K | $4.7M |
| ENVESTNET ASSET MANAGEMENT INC | -29K | $12K |
| Atria Investments, Inc | -24K | $14K |
| Mariner, LLC | -22K | $10K |
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Frequently Asked Questions
How many institutional investors hold LONZ?
As of Q1 2025, 81 institutional investors report holding LONZ (PIMCO Senior Loan Active Exchange-Traded Fund) in their 13F filings.
Which hedge fund owns the most LONZ?
The largest institutional holder of LONZ is Allianz Asset Management GmbH with $409.6M in shares.
Are institutions buying or selling LONZ?
This quarter, 24 institutions opened new positions in LONZ and 10 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.