Who Owns PIMCO Senior Loan Active Exchange-Traded Fund (LONZ)?Hedge Fund & Institutional Holders

$49.25-0.05 (-0.10%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.7900024000125699e+165T

% of Float Held

—

QoQ Change in Holders

+15 / -5

Price History

$48.48$49.26$50.03$50.81$51.59Sep 24Jun 25Mar 26

LONZ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Allianz Asset Management GmbHNew Position+3.6M+$179.0M
Inspire Advisors, LLCNew Position+214K+$10.7M
Ocean Park Asset Management, LLCNew Position+209K+$10.5M
Cordoba Advisory Partners LLCNew Position+179K+$9.1M
Roger Wittlin Investment Advisory, LLCNew Position+149K+$7.5M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+129K+$6.5M
Mid-American Wealth Advisory Group, Inc.New Position+94K+$4.7M
ENVESTNET ASSET MANAGEMENT INCNew Position+85K+$4.0M
Simplicity Wealth,LLCNew Position+53K+$2.7M
TORONTO DOMINION BANKNew Position+40K+$2.0M
Elm3 Financial Group, LLCNew Position+29K+$1.4M
CWM, LLCNew Position+19K+$978K
NAPLES GLOBAL ADVISORS, LLCNew Position+18K+$914K
AE Wealth Management LLCNew Position+16K+$809K
Beckerman Institutional, LLCNew Position+14K+$684K

LONZ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Advocacy Wealth Management, LLCDecreased-866K-$44.5B
State of New Jersey Common Pension Fund DDecreased-200K-$23.0B
Atria Investments, IncDecreased-2K-$8.5B
Kovitz Investment Group Partners, LLCClosed Position-146K-$7.5B
Tower Research Capital LLC (TRC)Decreased-8K-$7.0B
L & S Advisors IncDecreased-80K-$6.7B
JANE STREET GROUP, LLCDecreased-76K-$6.5B
ROYAL BANK OF CANADADecreased-62K-$4.3B
Watts Gwilliam & Co., LLCClosed Position-53K-$2.7B
ALEXANDER LABRUNERIE & CO., INC.Closed Position-36K-$1.8B
Hilltop Holdings Inc.Decreased-180-$1.6B
HighTower Advisors, LLCClosed Position-13K-$647.3M
Tactive Advisors, LLCDecreased-1K-$424.1M
HARBOUR INVESTMENTS, INC.Decreased-176-$340.8M
CITADEL ADVISORS LLCClosed Position-6K-$300.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Allianz Asset Management GmbH3,576,883$179.0M0.18%Share
2LPL Financial LLC482,616$24.0M0.01%Share
3State of New Jersey Common Pension Fund D250,000$12.6M0.05%Share
4Inspire Advisors, LLC213,703$10.7M0.99%Share
5Ocean Park Asset Management, LLC208,900$10.5M0.49%Share
6NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO49,489$9.7M0.01%Share
7Cordoba Advisory Partners LLC178,572$9.1M2.24%Share
8Atria Investments, Inc164,683$8.0M0.09%Share
9Mariner, LLC161,872$8.0M0.01%Share
10GOLDMAN SACHS GROUP INC174,012$8.0M0.00%Share
11Gradient Investments LLC149,904$7.5M0.12%Share
12Roger Wittlin Investment Advisory, LLC149,349$7.5M5.25%Share
13WEALTH ENHANCEMENT ADVISORY SERVICES, LLC129,009$6.5M0.01%Share
14Focus Partners Wealth123,588$6.0M0.01%Share
15Tower Research Capital LLC (TRC)129,085$6.0M0.15%Share
16Mid-American Wealth Advisory Group, Inc.93,530$4.7M1.99%Share
17ENVESTNET ASSET MANAGEMENT INC85,124$4.0M0.00%Share
18Cambridge Investment Research Advisors, Inc.83,312$4.0M0.01%Share
19Simplicity Wealth,LLC53,044$2.7M0.16%Share
20L & S Advisors Inc51,158$2.6M0.24%Share
21JANE STREET GROUP, LLC51,739$2.0M0.00%Share
22TORONTO DOMINION BANK40,000$2.0M0.00%Share
23Elm3 Financial Group, LLC28,771$1.4M1.20%Share
24ARMSTRONG ADVISORY GROUP, INC23,130$1.2M0.08%Share
25Total Clarity Wealth Management, Inc.22,748$1.1M0.28%Share
26Clear Creek Financial Management, LLC22,561$1.1M0.09%Share
27Hilltop Holdings Inc.31,362$1.0M0.06%Share
28CWM, LLC19,457$978K0.00%Share
29NAPLES GLOBAL ADVISORS, LLC18,000$914K0.07%Share
30UBS Group AG16,955$852K0.00%Share
31AE Wealth Management LLC15,983$803K0.00%Share
32Beckerman Institutional, LLC13,617$684K0.38%Share
33Coastal Bridge Advisors, LLC12,808$643K0.05%Share
34TITLEIST ASSET MANAGEMENT, LLC11,693$587K0.05%Share
35Bright Futures Wealth Management, LLC.10,512$528K0.39%Share
36Tactive Advisors, LLC6,920$347K0.10%Share
37OLD MISSION CAPITAL LLC6,752$339K0.01%Share
38HARBOUR INVESTMENTS, INC.6,504$327K0.01%Share
39Advocacy Wealth Management, LLC6,137$308K0.01%Share
40Acorn Wealth Advisors, LLC5,791$291K0.09%Share
41Family Investment Center, Inc.4,827$242K0.05%Share
42Legacy Capital Group California, Inc.4,086$205K0.05%Share
43COMERICA BANK2,904$146K0.00%Share
44EVOLUTION WEALTH MANAGEMENT INC.1,963$98K0.08%Share
45Geneos Wealth Management Inc.1,741$87K0.00%Share
46Lloyd Advisory Services, LLC.1,717$86K0.03%Share
47TD Waterhouse Canada Inc.1,000$50K0.00%Share
48Beacon Capital Management, Inc.677$34K0.00%Share
49J.W. COLE ADVISORS, INC.49,856$33K0.00%Share
50Networth Advisors, LLC123$6K0.00%Share

LONZ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202561$349.5M+19
Q3 202542$158.2B-13
Q2 202555$551.8B-26
Q1 202581$805.1B+14
Q4 202467$14.5T+31
Q3 202436$111.2T+3
Q2 202433$54.8T+13
Q1 202420$55.5T—

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As of Q4 2025, 50 institutional investors hold LONZ (PIMCO Senior Loan Active Exchange-Traded Fund). The largest holder is Allianz Asset Management GmbH with $179.0M in shares. This quarter, 15 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own LONZ?

As of Q4 2025, 50 institutional investors report holding LONZ (PIMCO Senior Loan Active Exchange-Traded Fund) in their 13F filings.

Who is the largest institutional holder of LONZ?

The largest institutional holder of LONZ is Allianz Asset Management GmbH with $179.0M in shares.

Is institutional ownership of LONZ increasing or decreasing?

This quarter, 15 institutions opened new positions in LONZ and 5 closed their positions.