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 | 09/02/2026 | 3.24 M | $159.68 M | 23.05% | 27.78% |
| HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | 07/29/2026 | 2.32 M | $114.40 M | 100.00% | 19.90% |
| LPL FINANCIAL LLC | 08/07/2026 | 515.91 K | $25.44 M | 17.13% | 4.43% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 08/04/2026 | 400.00 K | $19.72 M | 0.00% | 3.43% |
| FLATROCK WEALTH PARTNERS LLC | 08/14/2026 | 237.15 K | $11.69 M | 6.85% | 2.03% |
| CORDOBA ADVISORY PARTNERS LLC | 07/21/2026 | 171.75 K | $8.47 M | 1.81% | 1.47% |
| GRADIENT INVESTMENTS LLC | 07/08/2026 | 159.67 K | $7.87 M | 3.23% | 1.37% |
| MCADAM, LLC | 08/04/2026 | 115.75 K | $5.71 M | 100.00% | 0.99% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 110.46 K | $5.45 M | 12.43% | 0.95% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 95.86 K | $4.73 M | 9.06% | 0.82% |
| MID-AMERICAN WEALTH ADVISORY GROUP, INC. | 07/16/2026 | 87.61 K | $4.32 M | -6.33% | 0.75% |
| ATRIA INVESTMENTS, INC | 07/28/2026 | 82.65 K | $4.08 M | 100.00% | 0.71% |
| MARINER, LLC | 08/13/2026 | 72.77 K | $3.59 M | 100.00% | 0.62% |
| BRIGHTON JONES LLC | 08/11/2026 | 62.11 K | $3.06 M | 1,428.77% | 0.53% |
| ROGER WITTLIN INVESTMENT ADVISORY, LLC | 07/17/2026 | 60.84 K | $3.00 M | -10.53% | 0.52% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 57.67 K | $2.84 M | 15.06% | 0.49% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 53.90 K | $2.66 M | 6.79% | 0.46% |
| L & S ADVISORS INC | 08/12/2026 | 48.80 K | $2.41 M | 7.54% | 0.42% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 43.09 K | $2.12 M | 6.77% | 0.37% |
| SIMPLICITY WEALTH,LLC | 08/06/2026 | 39.75 K | $1.96 M | -22.19% | 0.34% |
| COLONY GROUP, LLC | 08/12/2026 | 38.66 K | $1.91 M | 245.92% | 0.33% |
| HILLTOP HOLDINGS INC. | 08/13/2026 | 36.13 K | $1.78 M | 10.71% | 0.31% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 29.49 K | $1.45 M | 91.62% | 0.25% |
| CLEARSTEAD ADVISORS, LLC | 08/06/2026 | 27.55 K | $1.36 M | 100.00% | 0.24% |
| ARMSTRONG ADVISORY GROUP, INC | 07/13/2026 | 26.98 K | $1.33 M | 14.44% | 0.23% |
| ROYAL BANK OF CANADA | 08/14/2026 | 24.11 K | $1.19 M | 104.27% | 0.21% |
| ELM3 FINANCIAL GROUP, LLC | 07/29/2026 | 21.96 K | $1.08 M | -3.77% | 0.19% |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 07/28/2026 | 21.57 K | $1.06 M | -3.69% | 0.19% |
| NAPLES GLOBAL ADVISORS, LLC | 07/23/2026 | 20.31 K | $1.00 M | 0.49% | 0.17% |
| UBS GROUP AG | 08/13/2026 | 20.23 K | $997.30 K | 8.17% | 0.17% |
| COASTAL BRIDGE ADVISORS, LLC | 08/17/2026 | 18.61 K | $917.70 K | 14.14% | 0.16% |
| LIFEGOAL WEALTH ADVISORS | 07/08/2026 | 17.06 K | $841.39 K | 100.00% | 0.15% |
| BECKERMAN INSTITUTIONAL, LLC | 08/11/2026 | 13.86 K | $683.44 K | 0.00% | 0.12% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 13.64 K | $672.66 K | 100.00% | 0.12% |
| BRIGHT FUTURES WEALTH MANAGEMENT, LLC. | 07/24/2026 | 12.55 K | $618.71 K | 13.34% | 0.11% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 11.20 K | $552.20 K | -6.36% | 0.10% |
| TRUE WEALTH DESIGN, LLC | 07/16/2026 | 11.07 K | $546.06 K | 100.00% | 0.10% |
| TITLEIST ASSET MANAGEMENT, LLC | 07/20/2026 | 10.92 K | $538.67 K | 4.22% | 0.09% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 9.94 K | $490.07 K | 86.40% | 0.09% |
| TACTIVE ADVISORS, LLC | 07/09/2026 | 9.75 K | $480.93 K | 10.87% | 0.08% |
| KENSINGTON ASSET MANAGEMENT, LLC | 08/12/2026 | 9.51 K | $468.89 K | 100.00% | 0.08% |
| VESTGEN ADVISORS, LLC | 08/11/2026 | 8.19 K | $403.73 K | 0.06% | 0.07% |
| TOTAL CLARITY WEALTH MANAGEMENT, INC. | 07/23/2026 | 7.45 K | $367.53 K | -70.05% | 0.06% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 7.40 K | $364.89 K | 27,307.41% | 0.06% |
| GATEWAY WEALTH PARTNERS, LLC | 08/04/2026 | 5.95 K | $293.45 K | -55.98% | 0.05% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 5.79 K | $285.65 K | 0.00% | 0.05% |
| ACORN WEALTH ADVISORS, LLC | 07/30/2026 | 5.59 K | $275.43 K | -2.67% | 0.05% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 4.91 K | $241.92 K | 100.00% | 0.04% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 4.36 K | $214.88 K | -9.21% | 0.04% |
| FAMILY INVESTMENT CENTER, INC. | 07/23/2026 | 4.15 K | $204.65 K | 1.89% | 0.04% |
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PIMCO Senior Loan Active ExchangeTraded Fund institutional Ownership - FAQ's
During the previous two years, 95 institutional investors and hedge funds held shares of PIMCO Senior Loan Active ExchangeTraded Fund. The most heavily invested institutionals were:
Allianz Asset Management GmbH: 3.24 M
Harel Insurance Investments & Financial Services Ltd.: 2.32 M
LPL Financial LLC: 515,906
State of New Jersey Common Pension Fund D: 400,000
Flatrock Wealth Partners LLC: 237,146
Cordoba Advisory Partners LLC: 171,747
72.51% of PIMCO Senior Loan Active ExchangeTraded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 8.82 M shares in the last 24 months. This purchase volume represents approximately $434.97 M in transactions.