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Pimco Senior Loan Active ETF (LONZ)

CUSIP: 72201R627 | NYSE | 163 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Harel Insurance Investments & Financial Services Ltd.2,320,000
0.0% of portfolio›$114.0K
Cordoba Advisory Partners LLC171,747
1.0% of portfolio›$8.4M
Gradient Investments LLC161,850
0.1% of portfolio›$8.0M
McAdam, LLC125,946
0.2% of portfolio›$6.2M
Cambridge Investment Research Advisors, Inc.115,507
0.0% of portfolio›$5.7K
Atria Investments, Inc81,915
0.0% of portfolio›$4.0M
Mid-American Wealth Advisory Group, Inc.79,842
1.4% of portfolio›$3.9M
Roger Wittlin Investment Advisory, LLC61,677
2.4% of portfolio›$3.0M
Brighton Jones LLC58,390
0.1% of portfolio›$2.9M
Wealth Enhancement Advisory Services, LLC57,850
0.0% of portfolio›$2.8M
Simplicity Wealth,LLC40,613
0.1% of portfolio›$2.0M
LifeGoal Investments, LLC31,168
0.5% of portfolio›$1.5M
Armstrong Advisory Group, Inc28,179
0.1% of portfolio›$1.4M
Fifth Third Securities, Inc.24,143
0.1% of portfolio›$1.2M
Elm3 Financial Group, LLC22,182
0.7% of portfolio›$1.1M
True Wealth Design, LLC18,515
0.2% of portfolio›$910.0K
Tactive Advisors, LLC16,471
0.2% of portfolio›$809.6K
Bright Futures Wealth Management, Llc.12,756
0.4% of portfolio›$626.9K
Titleist Asset Management, LLC11,111
0.0% of portfolio›$546.1K
VestGen Advisors, LLC7,936
0.0% of portfolio›$390.1K
Total Clarity Wealth Management, Inc.7,513
0.1% of portfolio›$369.2K
Acorn Wealth Advisors, LLC5,586
0.1% of portfolio›$274.6K
Independent Financial Group, LLC5,562
0.0% of portfolio›$273.4K
Commonwealth Equity Services, LLC4,443
0.0% of portfolio›$218.4K
Family Investment Center, Inc.4,394
0.0% of portfolio›$216.0K
Evolution Wealth Management Inc.2,854
0.1% of portfolio›$140.3K
Beacon Capital Management, Inc.2,523
0.0% of portfolio›$124.0K
Lloyd Advisory Services, Llc.1,780
0.0% of portfolio›$87.5K
Private Trust Co NA1,600
0.0% of portfolio›$78.6K
TD Waterhouse Canada Inc.1,000
0.0% of portfolio›$48.8K
Parallel Advisors, LLC500
0.0% of portfolio›$24.6K
CX Institutional167
0.0% of portfolio›$8
Networth Advisors, LLC114
0.0% of portfolio›$5.6K
Signature Equity Partners, LLC108
0.0% of portfolio›$5.3K
Tounjian Advisory Partners, LLC104
0.0% of portfolio›$5.1K
Creative Financial Designs Inc101
0.0% of portfolio›$5.0K
Abound Wealth Management86
0.0% of portfolio›$4.2K
Elevated Capital Advisors, LLC35
0.0% of portfolio›$1.7K
Gilpin Wealth Management, LLC20
0.0% of portfolio›$983
Montgomery Financial Services LLC14
0.0% of portfolio›$688
EverSource Wealth Advisors, LLC10
0.0% of portfolio›$492
StyleTurnoverLocationFiled
Harel Insurance Investments & Financial Services Ltd.
2,320,000$114.0K0.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Cordoba Advisory Partners LLC
171,747$8.4M1.0%ETFMediumNew York, NY2026-10-19
Gradient Investments LLC
161,850$8.0M0.1%CoreMediumArden Hills, MN2026-10-08
McAdam, LLC
125,946$6.2M0.2%ETFLowPhiladelphia, PA2026-10-21
Cambridge Investment Research Advisors, Inc.
115,507$5.7K0.0%ETFLowFairfield, IA2026-11-02
Atria Investments, Inc
81,915$4.0M0.0%CoreMediumCharlotte, NC2026-10-15
Mid-American Wealth Advisory Group, Inc.
79,842$3.9M1.4%ETFMediumKansas City, MO2026-10-21
Roger Wittlin Investment Advisory, LLC
61,677$3.0M2.4%ETFLowSan Francisco, CA2026-10-19
Brighton Jones LLC
58,390$2.9M0.1%CoreVery LowSeattle, WA2026-11-03
Wealth Enhancement Advisory Services, LLC
57,850$2.8M0.0%CoreLowPlymouth, MN2026-10-13
Simplicity Wealth,LLC
40,613$2.0M0.1%ETFLowSummit, NJ2026-10-23
LifeGoal Investments, LLC
31,168$1.5M0.5%ETFLowSaratoga Springs, NY2026-10-09
Armstrong Advisory Group, Inc
28,179$1.4M0.1%ETFHighNeedham, MA2026-10-09
Fifth Third Securities, Inc.
24,143$1.2M0.1%ETFLowCincinnati, OH2026-10-21
Elm3 Financial Group, LLC
22,182$1.1M0.7%GrowthMediumAlpharetta, GA2026-10-07
True Wealth Design, LLC
18,515$910.0K0.2%ETFMediumAkron, OH2026-10-13
Tactive Advisors, LLC
16,471$809.6K0.2%ETFHighJacksonville, FL2026-10-08
Bright Futures Wealth Management, Llc.
12,756$626.9K0.4%CoreHighWebster, Ny 14580, NY2026-10-23
Titleist Asset Management, LLC
11,111$546.1K0.0%ETFLowSan Antonio, TX2026-10-08
VestGen Advisors, LLC
7,936$390.1K0.0%GrowthMediumChicago, IL2026-10-27
Total Clarity Wealth Management, Inc.
7,513$369.2K0.1%ETFMediumSt. Charles, IL2026-10-26
Acorn Wealth Advisors, LLC
5,586$274.6K0.1%ETFLowGrand Blanc, MI2026-10-19
Independent Financial Group, LLC
5,562$273.4K0.0%GrowthLowSan Diego, CA2026-10-13
Commonwealth Equity Services, LLC
4,443$218.4K0.0%ETFLowWaltham, MA2026-11-02
Family Investment Center, Inc.
4,394$216.0K0.0%ETFMediumSaint Joseph, MO2026-10-19
Evolution Wealth Management Inc.
2,854$140.3K0.1%ETFMediumFort Myers, FL2026-10-28
Beacon Capital Management, Inc.
2,523$124.0K0.0%ETFMediumDayton, OH2026-10-13
Lloyd Advisory Services, Llc.
1,780$87.5K0.0%ETFVery HighSuwanee, GA2026-11-02
Private Trust Co NA
1,600$78.6K0.0%CoreLowCleveland, OH2026-10-20
TD Waterhouse Canada Inc.
1,000$48.8K0.0%CoreLowToronto, Australia2026-10-16
Parallel Advisors, LLC
500$24.6K0.0%IndexLowSan Francisco, CA2026-11-03
CX Institutional
167$80.0%CoreMediumAuburn, IN2026-10-02
Networth Advisors, LLC
114$5.6K0.0%ETFMediumCanonsburg, PA2026-11-03
Signature Equity Partners, LLC
108$5.3K0.0%GrowthMediumColumbus, OH2026-10-29
Tounjian Advisory Partners, LLC
104$5.1K0.0%GrowthHighFort Myers, FL2026-11-04
Creative Financial Designs Inc
101$5.0K0.0%ETFMediumKokomo, IN2026-11-04
Abound Wealth Management
86$4.2K0.0%ETFVery LowFranklin, TN2026-10-26
Elevated Capital Advisors, LLC
35$1.7K0.0%ETFMediumSandy, UT2026-11-04
Gilpin Wealth Management, LLC
20$9830.0%GrowthLowDenver, CO2026-10-09
Montgomery Financial Services LLC
14$6880.0%ETFN/AOcean City, MD2026-11-03
EverSource Wealth Advisors, LLC
10$4920.0%CoreMediumBirmingham, AL2026-11-04