
PIMCO Senior Loan Active Exchange-Traded Fund is an exchange-traded fund on ARCA. As of Q3 2025, 67 institutional investors hold shares in this ETF, with total holdings valued at $532.8M. Allianz Asset Management AG is the largest holder with a position valued at $243.3M.
Overview of institutional ownership in LONZ as of Q3 2025
Institutions with the largest positions in LONZ as of Q3 2025
| Institution | Position Value |
|---|---|
A Allianz Asset Management AG Institution | $243.3M 0.30% of portfolio |
$67.8M 0.10% of portfolio | |
Advocacy Wealth Management Services, LLC RIA/Wealth | $44.5M 2.04% of portfolio |
S State of New Jersey Common Pension Fund D Institution | $23.0M 0.08% of portfolio |
L LPL Financial LLC Institution | $20.4M 0.01% of portfolio |
R Roger Wittlin Investment Advisory, LLC Institution | $11.9M 6.61% of portfolio |
Wright Fund Managment, LLC Long Only Manager | $10.7M 0.45% of portfolio |
Inspire Advisors, LLC RIA/Wealth | $10.5M 1.01% of portfolio |
A ATRIA INVESTMENTS LLC Institution | $8.5M 0.10% of portfolio |
Mariner Wealth Advisors, LLC RIA/Wealth | $7.9M 0.01% of portfolio |
Institutional buying and selling activity for LONZ in Q3 2025
| Institution | Net Bought |
|---|---|
T Tower Research Capital LLC Institution | +$7.0M +137.4K shares |
J JANE STREET GROUP, LLC Institution | +$6.5M +127.7K shares |
Wright Fund Managment, LLC Long Only Manager | +$4.2M +81.8K shares |
Simplicity Wealth,LLC RIA/Wealth | +$2.4M +46.7K shares |
Advocacy Wealth Management Services, LLC RIA/Wealth | +$1.7M +32.6K shares |
L LPL Financial LLC Institution | +$1.5M +29.7K shares |
Kovitz Investment Group Partners, LLC RIA/Wealth | +$929.8K +18.2K shares |
GOLDMAN SACHS GROUP INC Institution | +$517.2K +10.1K shares |
Mariner Wealth Advisors, LLC RIA/Wealth | +$490.6K +9.6K shares |
B Bright Futures Wealth Management, LLC. RIA/Wealth | +$462.2K +9.1K shares |
| Institution | Net Sold |
|---|---|
A Allianz Asset Management AG Institution | −$65.1M −1.3M shares |
S State of New Jersey Common Pension Fund D Institution | −$20.4M −400.0K shares |
JPMORGAN CHASE & CO Institution | −$7.7M −150.7K shares |
−$1.1M −21.8K shares | |
AE Wealth Management LLC RIA/Wealth | −$990.0K −19.4K shares |
R Roger Wittlin Investment Advisory, LLC Institution | −$954.4K −18.7K shares |
Pasadena Private Wealth, LLC RIA/Wealth | −$423.8K −8.3K shares |
Elm3 Financial Group, LLC RIA/Wealth | −$333.1K −6.5K shares |
Family Investment Center, Inc. RIA/Wealth | −$269.0K −5.3K shares |
Inspire Advisors, LLC RIA/Wealth | −$205.7K −4.0K shares |
Institutions that initiated new positions or completely exited LONZ in Q3 2025
| Institution | Position Value |
|---|---|
T Tower Research Capital LLC Institution | $7.0M 137.4K shares |
B Bright Futures Wealth Management, LLC. RIA/Wealth | $462.2K 9.1K shares |
Rockefeller Capital Management L.P. Long Only Manager | $158.8K 3.1K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $52.7K 1.0K shares |
Beacon Capital Management, Inc. RIA/Wealth | $8.5K 166.0 shares |
R Root Financial Partners, LLC RIA/Wealth | $5.1K 100.0 shares |
| Institution | Previous Position |
|---|---|
JPMORGAN CHASE & CO Institution | $7.7M 150.7K shares |
H HRT FINANCIAL LLC Institution | $205.7K 4.0K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $140.2K 2.7K shares |
$10.2K 200.0 shares |
Institutions with the largest Call and Put options positions in LONZ as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with LONZ as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
R Roger Wittlin Investment Advisory, LLC Institution | 6.61% $11.9M |
Mid-American Wealth Advisory Group, Inc. RIA/Wealth | 2.14% $4.5M |
Advocacy Wealth Management Services, LLC RIA/Wealth | 2.04% $44.5M |
Elm3 Financial Group, LLC RIA/Wealth | 1.70% $2.0M |
Inspire Advisors, LLC RIA/Wealth | 1.01% $10.5M |
L & S Advisors Inc RIA/Wealth | 0.73% $6.7M |
ALEXANDER LABRUNERIE & CO., INC. RIA/Wealth | 0.68% $1.8M |
Wright Fund Managment, LLC Long Only Manager | 0.45% $10.7M |
Watts Gwilliam & Co., LLC RIA/Wealth | 0.44% $2.7M |
B Bright Futures Wealth Management, LLC. RIA/Wealth | 0.37% $462.2K |
Discover hedge funds investing in LONZ


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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