13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
LONZ

PIMCO SENIOR LOAN ACTIVE ETF

69 institutions still hold PIMCO SENIOR LOAN ACTIVE ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 72201r627·69 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.9%
vs prior quarter
13F value held
$271M
75.0% inst. owned
of float
Holders
69
-112 QoQ
filers reporting
Activity
+64 / −20
+765 added · −716 reduced
this quarter
Concentration
47.93%
Allianz Asset Management GmbH #1
top holder share
AI Holders Summary · Q1 2026

69 institutions reported LONZ in Q1 2026. Allianz Asset Management GmbH leads at 47.9% of the visible book. -112 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Allianz Asset Management GmbH
CIK 0001535323
$130M2.6M0.14%Q1 202602
LPL Financial LLC
CIK 0001403438
$22M440K0.01%Q1 202603
State of New Jersey Common Pension Fund D
CIK 0001483066
$20M400K0.08%Q1 202604
GOLDMAN SACHS GROUP INC
CIK 0000886982
$17M336K0.00%Q1 202605
Flatrock Wealth Partners LLC
CIK 0002130067
$11M222K4.93%Q1 202606
Independent Advisor Alliance
CIK 0001696899
$10M197K0.10%Q1 202607
Transform Wealth, LLC
CIK 0001682266
$10M193K0.59%Q1 202508
Cordoba Advisory Partners LLC
CIK 0002067133
$8M169K2.30%Q1 202609
Gradient Investments LLC
CIK 0001542265
$8M155K0.12%Q1 202610
Focus Partners Wealth
CIK 0001542153
$6M124K0.01%Q4 202511
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$5M94K1.99%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M88K0.00%Q1 202613
Roger Wittlin Investment Advisory, LLC
CIK 0001911328
$3M68K2.75%Q1 202614
Elequin Capital, LP
CIK 0001810873
$3M76K0.26%Q1 202615
Watts Gwilliam & Co., LLC
CIK 0001657733
$3M53K0.44%Q3 202516
Simplicity Wealth,LLC
CIK 0001913243
$3M51K0.14%Q1 202617
Cetera Investment Advisers
CIK 0001666741
$2M50K0.00%Q1 202618
J.W. COLE ADVISORS, INC.
CIK 0001404763
$2M50K0.08%Q1 202619
IEQ CAPITAL, LLC
CIK 0001779789
$2M48K0.01%Q1 202620
ALEXANDER LABRUNERIE & CO., INC.
CIK 0002024333
$2M44K0.82%Q1 2026
Page 1 of 4
49 more holders available. Log in →