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Pimco Senior Loan Active ETF (LONZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares2,320,000 from 2,320,000
Change0 (0%)
Value$114.0K (-$114.3M)
Filed 2026-11-02
State of New Jersey Common Pension Fund D
INCREASED
Shares600,000 from 400,000
Change+200,000 (+50%)
Value$29.5M (+$9.8M)
Filed 2026-11-05
Cordoba Advisory Partners LLC
UNCHANGED
Shares171,747 from 171,747
Change0 (0%)
Value$8.4M (-$27.5K)
Filed 2026-10-19
Gradient Investments LLC
INCREASED
Shares161,850 from 159,674
Change+2,176 (+1%)
Value$8.0M (+$81.4K)
Filed 2026-10-08
McAdam, LLC
INCREASED
Shares125,946 from 115,747
Change+10,199 (+9%)
Value$6.2M (+$482.8K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares115,507 from 110,463
Change+5,044 (+5%)
Value$5.7K (-$5.4M)
Filed 2026-11-02
Atria Investments, Inc
DECREASED
Shares81,915 from 82,650
Change-735 (-1%)
Value$4.0M (-$49.3K)
Filed 2026-10-15
Mid-American Wealth Advisory Group, Inc.
DECREASED
Shares79,842 from 87,606
Change-7,764 (-9%)
Value$3.9M (-$395.6K)
Filed 2026-10-21
Roger Wittlin Investment Advisory, LLC
INCREASED
Shares61,677 from 60,842
Change+835 (+1%)
Value$3.0M (+$31.3K)
Filed 2026-10-19
Brighton Jones LLC
DECREASED
Shares58,390 from 62,114
Change-3,724 (-6%)
Value$2.9M (-$193.0K)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
INCREASED
Shares58,279 from 57,671
Change+608 (+1%)
Value$2.9M (+$20.7K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares57,850 from 43,089
Change+14,761 (+34%)
Value$2.8M (+$706.1K)
Filed 2026-10-13
Simplicity Wealth,LLC
INCREASED
Shares40,613 from 39,749
Change+864 (+2%)
Value$2.0M (+$36.1K)
Filed 2026-10-23
LifeGoal Investments, LLC
INCREASED
Shares31,168 from 17,063
Change+14,105 (+83%)
Value$1.5M (+$690.5K)
Filed 2026-10-09
Armstrong Advisory Group, Inc
INCREASED
Shares28,179 from 26,982
Change+1,197 (+4%)
Value$1.4M (+$54.5K)
Filed 2026-10-09
Fifth Third Securities, Inc.
NEW
Shares24,143
Change+24,143
Value$1.2M
Filed 2026-10-21
Elm3 Financial Group, LLC
INCREASED
Shares22,182 from 21,960
Change+222 (+1%)
Value$1.1M (+$7.4K)
Filed 2026-10-07
Naples Global Advisors, LLC
INCREASED
Shares20,560 from 20,310
Change+250 (+1%)
Value$1.0M (+$9.0K)
Filed 2026-11-05
True Wealth Design, LLC
INCREASED
Shares18,515 from 11,074
Change+7,441 (+67%)
Value$910.0K (+$364.0K)
Filed 2026-10-13
Tactive Advisors, LLC
INCREASED
Shares16,471 from 9,753
Change+6,718 (+69%)
Value$809.6K (+$328.6K)
Filed 2026-10-08
Bright Futures Wealth Management, Llc.
INCREASED
Shares12,756 from 12,547
Change+209 (+2%)
Value$626.9K (+$8.2K)
Filed 2026-10-23
Titleist Asset Management, LLC
INCREASED
Shares11,111 from 10,924
Change+187 (+2%)
Value$546.1K (+$7.4K)
Filed 2026-10-08
VestGen Advisors, LLC
DECREASED
Shares7,936 from 8,188
Change-252 (-3%)
Value$390.1K (-$13.7K)
Filed 2026-10-27
Total Clarity Wealth Management, Inc.
INCREASED
Shares7,513 from 7,453
Change+60 (+1%)
Value$369.2K (+$1.7K)
Filed 2026-10-26
Thrivent Financial for Lutherans
NEW
Shares5,763
Change+5,763
Value$283
Filed 2026-11-05
Acorn Wealth Advisors, LLC
UNCHANGED
Shares5,586 from 5,586
Change0 (0%)
Value$274.6K (-$863)
Filed 2026-10-19
Independent Financial Group, LLC
NEW
Shares5,562
Change+5,562
Value$273.4K
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares4,443 from 4,358
Change+85 (+2%)
Value$218.4K (+$3.5K)
Filed 2026-11-02
Family Investment Center, Inc.
INCREASED
Shares4,394 from 4,150
Change+244 (+6%)
Value$216.0K (+$11.3K)
Filed 2026-10-19
Evolution Wealth Management Inc.
DECREASED
Shares2,854 from 2,926
Change-72 (-2%)
Value$140.3K (-$4.0K)
Filed 2026-10-28
Beacon Capital Management, Inc.
INCREASED
Shares2,523 from 1,783
Change+740 (+42%)
Value$124.0K (+$36.1K)
Filed 2026-10-13
Lloyd Advisory Services, Llc.
INCREASED
Shares1,780 from 1,669
Change+111 (+7%)
Value$87.5K (+$5.2K)
Filed 2026-11-02
Private Trust Co NA
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$78.6K (-$256)
Filed 2026-10-20
TD Waterhouse Canada Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$48.8K (-$220)
Filed 2026-10-16
Parallel Advisors, LLC
NEW
Shares500
Change+500
Value$24.6K
Filed 2026-11-03
CX Institutional
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$8 ($0)
Filed 2026-10-02
Networth Advisors, LLC
INCREASED
Shares114 from 113
Change+1 (+1%)
Value$5.6K (+$13)
Filed 2026-11-03
Signature Equity Partners, LLC
INCREASED
Shares108 from 106
Change+2 (+2%)
Value$5.3K (+$85)
Filed 2026-10-29
Tounjian Advisory Partners, LLC
DECREASED
Shares104 from 149
Change-45 (-30%)
Value$5.1K (-$2.3K)
Filed 2026-11-04
Creative Financial Designs Inc
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$5.0K (-$16)
Filed 2026-11-04
Abound Wealth Management
NEW
Shares86
Change+86
Value$4.2K
Filed 2026-10-26
Elevated Capital Advisors, LLC
DECREASED
Shares35 from 46
Change-11 (-24%)
Value$1.7K (-$554)
Filed 2026-11-04
Gilpin Wealth Management, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$983 (-$4)
Filed 2026-10-09
Montgomery Financial Services LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$688 (-$2)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$492 (-$1)
Filed 2026-11-04
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 21,574
Change-21,574 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-28
Fifth Third Bancorp
CLOSED
Shares0 from 2,904
Change-2,904 (-100%)
Value$0 (-$143.2K)
Filed 2026-11-05
Farther Finance Advisors, LLC
CLOSED
Shares0 from 208
Change-208 (-100%)
Value$0 (-$10.3K)
Filed 2026-10-08
Allianz Asset Management GmbH
N/A
Shares— from 3,238,199
Change-3,238,199 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 515,906
Change-515,906 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 237,146
Change-237,146 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 95,855
Change-95,855 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 72,765
Change-72,765 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 53,898
Change-53,898 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 48,797
Change-48,797 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 38,657
Change-38,657 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 36,132
Change-36,132 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 29,487
Change-29,487 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 27,551
Change-27,551 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 24,110
Change-24,110 (-100%)
Value—
UBS Group AG
N/A
Shares— from 20,225
Change-20,225 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 18,611
Change-18,611 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 13,860
Change-13,860 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 13,641
Change-13,641 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 11,198
Change-11,198 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 9,939
Change-9,939 (-100%)
Value—
Kensington Asset Management, LLC
N/A
Shares— from 9,509
Change-9,509 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 7,400
Change-7,400 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 5,951
Change-5,951 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,793
Change-5,793 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 4,906
Change-4,906 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,964
Change-2,964 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,297
Change-2,297 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 511
Change-511 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 477
Change-477 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 208
Change-208 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 72
Change-72 (-100%)
Value—
Status
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED2,320,0002,320,00000%$114.4M$114.0K-$114.3M2026-11-02
State of New Jersey Common Pension Fund D
INCREASED600,000400,000+200,000+50%$19.7M$29.5M+$9.8M2026-11-05
Cordoba Advisory Partners LLC
UNCHANGED171,747171,74700%$8.5M$8.4M-$27.5K2026-10-19
Gradient Investments LLC
INCREASED161,850159,674+2,176+1%$7.9M$8.0M+$81.4K2026-10-08
McAdam, LLC
INCREASED125,946115,747+10,199+9%$5.7M$6.2M+$482.8K2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED115,507110,463+5,044+5%$5.4M$5.7K-$5.4M2026-11-02
Atria Investments, Inc
DECREASED81,91582,650-735-1%$4.1M$4.0M-$49.3K2026-10-15
Mid-American Wealth Advisory Group, Inc.
DECREASED79,84287,606-7,764-9%$4.3M$3.9M-$395.6K2026-10-21
Roger Wittlin Investment Advisory, LLC
INCREASED61,67760,842+835+1%$3.0M$3.0M+$31.3K2026-10-19
Brighton Jones LLC
DECREASED58,39062,114-3,724-6%$3.1M$2.9M-$193.0K2026-11-03
J.W. Cole Advisors, Inc.
INCREASED58,27957,671+608+1%$2.8M$2.9M+$20.7K2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED57,85043,089+14,761+34%$2.1M$2.8M+$706.1K2026-10-13
Simplicity Wealth,LLC
INCREASED40,61339,749+864+2%$2.0M$2.0M+$36.1K2026-10-23
LifeGoal Investments, LLC
INCREASED31,16817,063+14,105+83%$841.4K$1.5M+$690.5K2026-10-09
Armstrong Advisory Group, Inc
INCREASED28,17926,982+1,197+4%$1.3M$1.4M+$54.5K2026-10-09
Fifth Third Securities, Inc.
NEW24,143—+24,143——$1.2M—2026-10-21
Elm3 Financial Group, LLC
INCREASED22,18221,960+222+1%$1.1M$1.1M+$7.4K2026-10-07
Naples Global Advisors, LLC
INCREASED20,56020,310+250+1%$1.0M$1.0M+$9.0K2026-11-05
True Wealth Design, LLC
INCREASED18,51511,074+7,441+67%$546.1K$910.0K+$364.0K2026-10-13
Tactive Advisors, LLC
INCREASED16,4719,753+6,718+69%$480.9K$809.6K+$328.6K2026-10-08
Bright Futures Wealth Management, Llc.
INCREASED12,75612,547+209+2%$618.7K$626.9K+$8.2K2026-10-23
Titleist Asset Management, LLC
INCREASED11,11110,924+187+2%$538.7K$546.1K+$7.4K2026-10-08
VestGen Advisors, LLC
DECREASED7,9368,188-252-3%$403.7K$390.1K-$13.7K2026-10-27
Total Clarity Wealth Management, Inc.
INCREASED7,5137,453+60+1%$367.5K$369.2K+$1.7K2026-10-26
Thrivent Financial for Lutherans
NEW5,763—+5,763——$283—2026-11-05
Acorn Wealth Advisors, LLC
UNCHANGED5,5865,58600%$275.4K$274.6K-$8632026-10-19
Independent Financial Group, LLC
NEW5,562—+5,562——$273.4K—2026-10-13
Commonwealth Equity Services, LLC
INCREASED4,4434,358+85+2%$214.9K$218.4K+$3.5K2026-11-02
Family Investment Center, Inc.
INCREASED4,3944,150+244+6%$204.6K$216.0K+$11.3K2026-10-19
Evolution Wealth Management Inc.
DECREASED2,8542,926-72-2%$144.3K$140.3K-$4.0K2026-10-28
Beacon Capital Management, Inc.
INCREASED2,5231,783+740+42%$87.9K$124.0K+$36.1K2026-10-13
Lloyd Advisory Services, Llc.
INCREASED1,7801,669+111+7%$82.3K$87.5K+$5.2K2026-11-02
Private Trust Co NA
UNCHANGED1,6001,60000%$78.9K$78.6K-$2562026-10-20
TD Waterhouse Canada Inc.
UNCHANGED1,0001,00000%$49.0K$48.8K-$2202026-10-16
Parallel Advisors, LLC
NEW500—+500——$24.6K—2026-11-03
CX Institutional
UNCHANGED16716700%$8$8$02026-10-02
Networth Advisors, LLC
INCREASED114113+1+1%$5.6K$5.6K+$132026-11-03
Signature Equity Partners, LLC
INCREASED108106+2+2%$5.2K$5.3K+$852026-10-29
Tounjian Advisory Partners, LLC
DECREASED104149-45-30%$7.4K$5.1K-$2.3K2026-11-04
Creative Financial Designs Inc
UNCHANGED10110100%$5.0K$5.0K-$162026-11-04
Abound Wealth Management
NEW86—+86——$4.2K—2026-10-26
Elevated Capital Advisors, LLC
DECREASED3546-11-24%$2.3K$1.7K-$5542026-11-04
Gilpin Wealth Management, LLC
UNCHANGED202000%$987$983-$42026-10-09
Montgomery Financial Services LLC
UNCHANGED141400%$690$688-$22026-11-03
EverSource Wealth Advisors, LLC
UNCHANGED101000%$493$492-$12026-11-04
Clear Creek Financial Management, LLC
CLOSED021,574-21,574-100%$1.1M$0-$1.1M2026-10-28
Fifth Third Bancorp
CLOSED02,904-2,904-100%$143.2K$0-$143.2K2026-11-05
Farther Finance Advisors, LLC
CLOSED0208-208-100%$10.3K$0-$10.3K2026-10-08
Allianz Asset Management GmbH
N/A—3,238,199-3,238,199-100%$159.7M———
LPL Financial LLC
N/A—515,906-515,906-100%$25.4M———
Flatrock Wealth Partners LLC
N/A—237,146-237,146-100%$11.7M———
Envestnet Asset Management Inc
N/A—95,855-95,855-100%$4.7M———
Mariner, LLC
N/A—72,765-72,765-100%$3.6M———
Cetera Investment Advisers
N/A—53,898-53,898-100%$2.7M———
L & S Advisors Inc
N/A—48,797-48,797-100%$2.4M———
Focus Partners Wealth
N/A—38,657-38,657-100%$1.9M———
Hilltop Holdings Inc.
N/A—36,132-36,132-100%$1.8M———
Northwestern Mutual Wealth Management Co
N/A—29,487-29,487-100%$1.5M———
Clearstead Advisors, LLC
N/A—27,551-27,551-100%$1.4M———
Royal Bank of Canada
N/A—24,110-24,110-100%$1.2M———
UBS Group AG
N/A—20,225-20,225-100%$997.3K———
Coastal Bridge Advisors, LLC
N/A—18,611-18,611-100%$917.7K———
Beckerman Institutional, LLC
N/A—13,860-13,860-100%$683.4K———
MML Investors Services, LLC
N/A—13,641-13,641-100%$672.7K———
AE Wealth Management LLC
N/A—11,198-11,198-100%$552.2K———
Private Advisor Group, LLC
N/A—9,939-9,939-100%$490.1K———
Kensington Asset Management, LLC
N/A—9,509-9,509-100%$468.9K———
Tower Research Capital LLC (TRC)
N/A—7,400-7,400-100%$364.9K———
Gateway Wealth Partners, LLC
N/A—5,951-5,951-100%$293.4K———
Harbour Investments, Inc.
N/A—5,793-5,793-100%$285.7K———
PNC Financial Services Group, Inc.
N/A—4,906-4,906-100%$241.9K———
IFG Advisory, LLC
N/A—2,964-2,964-100%$146.1K———
Osaic Holdings, Inc.
N/A—2,297-2,297-100%$113.3K———
Arax Advisory Partners
N/A—511-511-100%$25.2K———
Ameritas Advisory Services, LLC
N/A—477-477-100%$23.5K———
Rockefeller Capital Management L.P.
N/A—208-208-100%$10.3K———
Morgan Stanley
N/A—72-72-100%$3.6K———
Showing 77 of 77 institutions