Who owns LONZ?
PIMCO Senior Loan and Short-Term Active ETF · PIMCO
73 institutions reported holding LONZ, worth $422.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of LONZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Allianz Asset Management GmbH | Munich, Germany | $159.7M | 3,238,199 | +606,623 shares |
| Harel Insurance Investments & Financial Services Ltd. | Ramat Gan, Israel | $114.4M | 2,320,000 | New position |
| LPL Financial LLC | Fort Mill, SC | $25.4M | 515,906 | +75,440 shares |
| State of New Jersey Common Pension Fund D | Trenton, NJ | $19.7M | 400,000 | No change |
| Flatrock Wealth Partners LLC | Newport Beach, CA | $11.7M | 237,146 | +15,195 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $10.9M | 220,926 | +122,674 shares |
| Cordoba Advisory Partners LLC | New York, NY | $8.5M | 171,747 | +3,048 shares |
| Gradient Investments LLC | Arden Hills, MN | $7.9M | 159,674 | +5,003 shares |
| McAdam, LLC | Philadelphia, PA | $5.7M | 115,747 | New position |
| Envestnet Asset Management Inc. | Berwyn, PA | $4.7M | 95,855 | +7,966 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns LONZ?
73 institutional managers reported holding LONZ in Form 13F filings for June 30, 2026, worth $422.2M in total. The largest reported position was held by Allianz Asset Management GmbH, at $159.7M.
Did institutions buy or sell LONZ last quarter?
Reported 13F value rose 50.3% from March 31, 2026, which includes price moves as well as buying and selling. 22 firms reported a new position and 11 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is LONZ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.