Pimco Senior Loan Active ETF (LONZ): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of LONZ (all 13F filers)
- Allianz Asset Management GmbH3.2 MInvestment firm+607 K
- Harel Insurance Investments & Financial Services2.3 MInsurance holding+2.3 M
- LPL Financial516 KWealth adviser+75 K
- State of New Jersey Common Pension Fund D400 KPension or sovereign fund0
- Flatrock Wealth Partners237 KWealth adviser+15 K
- Cordoba Advisory Partners172 KType not verified+3,048
- Gradient Investments160 KType not verified+5,003
- McAdam116 KType not verified+116 K
- Cambridge Investment Research Advisors110 KWealth adviser+12 K
- Envestnet Asset Management96 KWealth adviser+7,966
- Shares
- 3.2 M
- Change
- +607 K
See more
- Type
- Investment firm
- Value
- $160M
- Shares
- 2.3 M
- Change
- +2.3 M
See more
- Type
- Insurance holding
- Value
- $114M
- Shares
- 516 K
- Change
- +75 K
See more
- Type
- Wealth adviser
- Value
- $25.4M
- Shares
- 400 K
- Change
- 0
See more
- Type
- Pension or sovereign fund
- Value
- $19.7M
- Flatrock Wealth Partners
- Shares
- 237 K
- Change
- +15 K
See more
- Type
- Wealth adviser
- Value
- $11.7M
- Cordoba Advisory Partners
- Shares
- 172 K
- Change
- +3,048
See more
- Type
- Type not verified
- Value
- $8.5M
- Shares
- 160 K
- Change
- +5,003
See more
- Type
- Type not verified
- Value
- $7.9M
- Shares
- 116 K
- Change
- +116 K
See more
- Type
- Type not verified
- Value
- $5.7M
- Shares
- 110 K
- Change
- +12 K
See more
- Type
- Wealth adviser
- Value
- $5.4M
- Shares
- 96 K
- Change
- +7,966
See more
- Type
- Wealth adviser
- Value
- $4.7M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗