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 | 02/11/2026 | 3.58 M | $179.85 M | -24.92% | 27.69% |
| LPL FINANCIAL LLC | 02/11/2026 | 482.62 K | $24.27 M | 20.97% | 3.74% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 01/30/2026 | 250.00 K | $12.57 M | -44.44% | 1.94% |
| INSPIRE ADVISORS, LLC | 02/13/2026 | 213.70 K | $10.74 M | 3.69% | 1.65% |
| WRIGHT FUND MANAGEMENT, LLC | 01/15/2026 | 208.90 K | $10.50 M | 0.00% | 1.62% |
| 02/13/2026 | 178.57 K | $9.07 M | 100.00% | 1.38% | |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 174.01 K | $8.75 M | 890.17% | 1.35% |
| ATRIA INVESTMENTS, INC | 02/05/2026 | 164.68 K | $8.28 M | -1.12% | 1.28% |
| MARINER, LLC | 02/13/2026 | 161.87 K | $8.14 M | 4.65% | 1.25% |
| GRADIENT INVESTMENTS LLC | 01/08/2026 | 149.90 K | $7.54 M | 1.93% | 1.16% |
| ROGER WITTLIN INVESTMENT ADVISORY, LLC | 01/20/2026 | 149.35 K | $7.51 M | -35.86% | 1.16% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 129.09 K | $6.49 M | -6.05% | 1.00% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 129.01 K | $6.50 M | -90.34% | 1.00% |
| COLONY GROUP, LLC | 02/13/2026 | 123.59 K | $6.27 M | 1,849.34% | 0.96% |
| MID-AMERICAN WEALTH ADVISORY GROUP, INC. | 01/23/2026 | 93.53 K | $4.70 M | 6.19% | 0.72% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 85.12 K | $4.28 M | -2.52% | 0.66% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 83.31 K | $4.19 M | -0.63% | 0.65% |
| SIMPLICITY WEALTH,LLC | 01/30/2026 | 53.04 K | $2.67 M | 13.69% | 0.41% |
| JANE STREET GROUP, LLC | 02/12/2026 | 51.74 K | $2.60 M | -59.49% | 0.40% |
| L & S ADVISORS INC | 02/05/2026 | 51.16 K | $2.57 M | -60.86% | 0.40% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 49.86 K | $33.04 K | -7.93% | 0.39% |
| TORONTO DOMINION BANK | 02/17/2026 | 40.00 K | $2.01 M | 100.00% | 0.31% |
| HILLTOP HOLDINGS INC. | 02/17/2026 | 31.36 K | $1.58 M | -0.57% | 0.24% |
| ELM3 FINANCIAL GROUP, LLC | 01/22/2026 | 28.77 K | $1.45 M | -28.24% | 0.22% |
| ARMSTRONG ADVISORY GROUP, INC | 01/08/2026 | 23.13 K | $1.16 M | 11.41% | 0.18% |
| ROYAL BANK OF CANADA | 02/17/2026 | 22.98 K | $1.16 M | -73.00% | 0.18% |
| TOTAL CLARITY WEALTH MANAGEMENT, INC. | 02/02/2026 | 22.75 K | $1.14 M | 37.69% | 0.18% |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 01/23/2026 | 22.56 K | $1.13 M | 258.51% | 0.17% |
| CWM, LLC | 01/26/2026 | 19.46 K | $978.00 K | -76.65% | 0.15% |
| NAPLES GLOBAL ADVISORS, LLC | 02/04/2026 | 18.00 K | $914.19 K | 30.67% | 0.14% |
| UBS GROUP AG | 01/29/2026 | 16.96 K | $852.50 K | 233.76% | 0.13% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 16.13 K | $811.10 K | 3.09% | 0.12% |
| BECKERMAN INSTITUTIONAL, LLC | 02/10/2026 | 13.62 K | $684.66 K | 100.00% | 0.11% |
| COASTAL BRIDGE ADVISORS, LLC | 02/18/2026 | 12.81 K | $643.99 K | 11.59% | 0.10% |
| TITLEIST ASSET MANAGEMENT, LLC | 02/12/2026 | 11.69 K | $587.92 K | 1.74% | 0.09% |
| BRIGHT FUTURES WEALTH MANAGEMENT, LLC. | 02/05/2026 | 10.51 K | $528.52 K | 16.15% | 0.08% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 10.31 K | $518.50 K | 900.19% | 0.08% |
| IFG ADVISORY, LLC | 02/10/2026 | 10.21 K | $513.37 K | 33.31% | 0.08% |
| VESTGEN ADVISORS, LLC | 02/17/2026 | 9.56 K | $480.85 K | 0.31% | 0.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 9.36 K | $470.59 K | -10.84% | 0.07% |
| TACTIVE ADVISORS, LLC | 01/09/2026 | 6.92 K | $347.92 K | -16.74% | 0.05% |
| OLD MISSION CAPITAL LLC | 02/17/2026 | 6.75 K | $339.49 K | 100.00% | 0.05% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 6.50 K | $327.02 K | -2.63% | 0.05% |
| ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 02/11/2026 | 6.14 K | $308.57 K | -99.30% | 0.05% |
| ACORN WEALTH ADVISORS, LLC | 02/10/2026 | 5.79 K | $291.18 K | -2.97% | 0.04% |
| FAMILY INVESTMENT CENTER, INC. | 01/23/2026 | 4.83 K | $242.71 K | -58.88% | 0.04% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 4.80 K | $241.09 K | 100.00% | 0.04% |
| LEGACY CAPITAL GROUP CALIFORNIA, INC. | 01/28/2026 | 4.09 K | $205.44 K | -12.43% | 0.03% |
| COMERICA BANK | 01/29/2026 | 2.90 K | $146.01 K | -49.98% | 0.02% |
| EVOLUTION WEALTH MANAGEMENT INC. | 02/10/2026 | 1.96 K | $98.70 K | 10.72% | 0.02% |
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PIMCO Senior Loan Active ExchangeTraded Fund institutional Ownership - FAQ's
During the previous two years, 82 institutional investors and hedge funds held shares of PIMCO Senior Loan Active ExchangeTraded Fund. The most heavily invested institutionals were:
Allianz Asset Management GmbH: 3.58 M
LPL Financial LLC: 482,616
State of New Jersey Common Pension Fund D: 250,000
Inspire Advisors, LLC: 213,703
Wright Fund Management, LLC: 208,900
GOLDMAN SACHS GROUP INC: 174,012
53.94% of PIMCO Senior Loan Active ExchangeTraded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 7.18 M shares in the last 24 months. This purchase volume represents approximately $353.69 M in transactions.