PIMCO Senior Loan Active ExchangeTraded Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALLIANZ ASSET MANAGEMENT GMBH | 05/11/2026 | 2.63 M | $129.95 M | -26.43% | 20.37% |
| LPL FINANCIAL LLC | 05/06/2026 | 440.47 K | $21.75 M | -8.73% | 3.41% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 05/05/2026 | 400.00 K | $19.75 M | 60.00% | 3.10% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 336.24 K | $16.60 M | 93.23% | 2.60% |
| 04/29/2026 | 221.95 K | $10.96 M | 9.42% | 1.72% | |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 197.47 K | $9.75 M | 100.00% | 1.53% |
| 04/29/2026 | 168.70 K | $8.33 M | -5.53% | 1.31% | |
| GRADIENT INVESTMENTS LLC | 04/13/2026 | 154.67 K | $7.64 M | 3.18% | 1.20% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 98.25 K | $4.85 M | 17.93% | 0.76% |
| MID-AMERICAN WEALTH ADVISORY GROUP, INC. | 04/23/2026 | 93.53 K | $4.70 M | 0.00% | 0.72% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 87.89 K | $4.34 M | 3.25% | 0.68% |
| ELEQUIN SECURITIES, LLC | 05/11/2026 | 75.76 K | $3.14 M | 94,600.00% | 0.59% |
| ROGER WITTLIN INVESTMENT ADVISORY, LLC | 05/13/2026 | 68.01 K | $3.36 M | -54.47% | 0.53% |
| SIMPLICITY WEALTH,LLC | 04/30/2026 | 51.09 K | $2.52 M | -3.69% | 0.40% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 50.47 K | $2.49 M | 952.58% | 0.39% |
| J.W. COLE ADVISORS, INC. | 04/23/2026 | 50.12 K | $2.48 M | 0.53% | 0.39% |
| IEQ CAPITAL, LLC | 05/15/2026 | 48.49 K | $2.39 M | 100.00% | 0.38% |
| L & S ADVISORS INC | 05/11/2026 | 45.38 K | $2.24 M | -11.30% | 0.35% |
| ALEXANDER LABRUNERIE & CO., INC. | 05/18/2026 | 44.44 K | $2.19 M | 2.97% | 0.34% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 40.36 K | $1.98 M | -68.72% | 0.31% |
| HILLTOP HOLDINGS INC. | 05/14/2026 | 32.64 K | $1.61 M | 4.07% | 0.25% |
| INSPIRE ADVISORS, LLC | 05/15/2026 | 28.29 K | $1.40 M | -86.76% | 0.22% |
| TOTAL CLARITY WEALTH MANAGEMENT, INC. | 04/17/2026 | 24.89 K | $1.23 M | 9.39% | 0.19% |
| ARMSTRONG ADVISORY GROUP, INC | 04/10/2026 | 23.58 K | $1.16 M | 1.93% | 0.18% |
| ELM3 FINANCIAL GROUP, LLC | 04/13/2026 | 22.82 K | $1.13 M | -20.68% | 0.18% |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 04/23/2026 | 22.40 K | $1.11 M | -0.71% | 0.17% |
| NAPLES GLOBAL ADVISORS, LLC | 04/20/2026 | 20.21 K | $997.96 K | 12.28% | 0.16% |
| CWM, LLC | 05/14/2026 | 19.13 K | $944.44 K | -1.70% | 0.15% |
| UBS GROUP AG | 05/05/2026 | 18.70 K | $923.29 K | 10.28% | 0.14% |
| COASTAL BRIDGE ADVISORS, LLC | 05/14/2026 | 16.31 K | $805.20 K | 27.31% | 0.13% |
| JANE STREET GROUP, LLC | 05/12/2026 | 16.12 K | $795.85 K | -68.85% | 0.12% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 15.39 K | $759.84 K | 49.22% | 0.12% |
| BECKERMAN INSTITUTIONAL, LLC | 05/04/2026 | 13.86 K | $684.40 K | 1.78% | 0.11% |
| GATEWAY WEALTH PARTNERS, LLC | 05/15/2026 | 13.52 K | $667.51 K | 100.00% | 0.10% |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 11.96 K | $590.49 K | -25.87% | 0.09% |
| ROYAL BANK OF CANADA | 05/15/2026 | 11.80 K | $583.00 K | -48.63% | 0.09% |
| COLONY GROUP, LLC | 05/15/2026 | 11.18 K | $551.86 K | -90.96% | 0.09% |
| BRIGHT FUTURES WEALTH MANAGEMENT, LLC. | 04/15/2026 | 11.07 K | $546.62 K | 5.31% | 0.09% |
| TITLEIST ASSET MANAGEMENT, LLC | 04/30/2026 | 10.48 K | $517.58 K | -10.36% | 0.08% |
| TACTIVE ADVISORS, LLC | 04/16/2026 | 8.80 K | $434.40 K | 27.12% | 0.07% |
| VESTGEN ADVISORS, LLC | 05/14/2026 | 8.18 K | $405.55 K | -14.43% | 0.06% |
| OLD MISSION CAPITAL LLC | 05/15/2026 | 8.08 K | $398.99 K | 19.67% | 0.06% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 5.79 K | $286.06 K | -10.93% | 0.04% |
| ACORN WEALTH ADVISORS, LLC | 04/30/2026 | 5.74 K | $283.39 K | -0.90% | 0.04% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 5.33 K | $263.31 K | 100.00% | 0.04% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 4.80 K | $237.04 K | -48.71% | 0.04% |
| ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 05/12/2026 | 4.77 K | $235.64 K | -22.24% | 0.04% |
| FAMILY INVESTMENT CENTER, INC. | 04/24/2026 | 4.07 K | $201.13 K | -15.62% | 0.03% |
| EVOLUTION WEALTH MANAGEMENT INC. | 04/27/2026 | 3.54 K | $174.61 K | 80.13% | 0.03% |
| FIFTH THIRD BANCORP | 05/01/2026 | 2.90 K | $143.40 K | 100.00% | 0.02% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
PIMCO Senior Loan Active ExchangeTraded Fund institutional Ownership - FAQ's
During the previous two years, 75 institutional investors and hedge funds held shares of PIMCO Senior Loan Active ExchangeTraded Fund. The most heavily invested institutionals were:
Allianz Asset Management GmbH: 2.63 M
LPL Financial LLC: 440,466
State of New Jersey Common Pension Fund D: 400,000
GOLDMAN SACHS GROUP INC: 336,244
Independent Advisor Alliance: 197,473
Gradient Investments LLC: 154,671
44.27% of PIMCO Senior Loan Active ExchangeTraded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.68 M shares in the last 24 months. This purchase volume represents approximately $279.95 M in transactions.