LONZ

Pimco Senior Loan Active ETF$49.11 0.26%
UnclassifiedUSCUSIP 72201R627· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
36
+1 QoQ
13F Value (tracked)
$230.6M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)5 adding · 4 trimming
Insider net (180d)$0

Price & smart-money activity

$49.11 0.26%4Y -1.8%
$47.79$48.79$49.80$50.80$51.802022202320242025202625332471176371135856
Hover for who · click for detailEnd-of-day closing prices52w $48.94 – $51.10
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Use LONZ data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns LONZ

This stock page is the Follow view. The Build view lets your agent query LONZ owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/LONZ"
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Use Arkolith to show who owns LONZ,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

36 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Allianz Asset Management GmbH
$129.9M
2.6M
−26%
Reduced · −945K sh
Q1 2026
2LPL Financial LLC
$21.7M
440K
−8.7%
Reduced · −42K sh
Q1 2026
3State of New Jersey Common Pension Fund D
$19.8M
400K
+60%
Added · +150K sh
Q1 2026
4GOLDMAN SACHS GROUP INC
$16.6M
336K
+93%
Added · +162K sh
Q1 2026
5Flatrock Wealth Partners LLC
$11.0M
222K
+9.4%
Added · +19K sh
Q1 2026
6Gradient Investments LLC
$7.6M
155K
+3.2%
Added · +5K sh
Q1 2026
7ENVESTNET ASSET MANAGEMENT INC
$4.3M
88K
+3.2%
Added · +3K sh
Q1 2026
8Cetera Investment Advisers
$2.5M
50K
11×
Added · +46K sh
Q1 2026
9J.W. COLE ADVISORS, INC.
$2.5M
50K
+0.5%
Added · +266 sh
Q1 2026
10IEQ CAPITAL, LLC
$2.4M
48K
New
+48K sh
Q1 2026
11ALEXANDER LABRUNERIE & CO., INC.
$2.2M
44K
+3.0%
Added · +1K sh
Q1 2026
12WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$2.0M
40K
−69%
Reduced · −89K sh
Q1 2026
13CWM, LLC
$944K
19K
−1.7%
Reduced · −331 sh
Q1 2026
14UBS Group AG
$923K
19K
+10%
Added · +2K sh
Q1 2026
15JANE STREET GROUP, LLC
$796K
16K
−69%
Reduced · −36K sh
Q1 2026
16NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$760K
15K
+49%
Added · +5K sh
Q1 2026
17Gateway Wealth Partners, LLC
$668K
14K
New
+14K sh
Q1 2026
18AE Wealth Management LLC
$590K
12K
−26%
Reduced · −4K sh
Q1 2026
19ROYAL BANK OF CANADA
$583K
12K
−49%
Reduced · −11K sh
Q1 2026
20Focus Partners Wealth
$552K
11K
−91%
Reduced · −112K sh
Q1 2026
21VestGen Advisors, LLC
$406K
8K
−14%
Reduced · −1K sh
Q1 2026
22OLD MISSION CAPITAL LLC
$399K
8K
+20%
Added · +1K sh
Q1 2026
23HARBOUR INVESTMENTS, INC.
$286K
6K
−11%
Reduced · −711 sh
Q1 2026
24Private Advisor Group, LLC
$263K
5K
−13%
Reduced · −776 sh
Q1 2026
25COMMONWEALTH EQUITY SERVICES, LLC
$237K
5K
−49%
Reduced · −5K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
0
funds
Added
5
funds
Reduced
4
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

36 funds+32 since Q2 2022
02345Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $230.6M

Share classes

Class13F holdersValue held
MINTcs286 funds$9.7B
PYLDmc239 funds$7.4B
BONDmc223 funds$4.6B
MUNIcs186 funds$1.6B
HYSmc123 funds$633.2M
CORPmc111 funds$1.1B
LDURmc106 funds$986.7M
SMMUcs90 funds$589.4M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own LONZ also own

CompanyCo-held byCombined value
APPLE INCAAPL15 funds$6.8B
ALPHABET INC-CL AGOOGL15 funds$3.9B
NVIDIA CORPNVDA14 funds$6.4B
MICROSOFT CORPMSFT14 funds$5.9B
AMAZON.COM INCAMZN14 funds$4.4B
SS SPDR S&P 500 ETF TRUST-USSPY14 funds$4.3B
ALPHABET INC-CL CGOOG14 funds$2.7B
BROADCOM INCAVGO14 funds$2.6B
META PLATFORMS INC-CLASS AMETA14 funds$2.5B
JPMORGAN CHASE & COJPM14 funds$2.5B
STE STR SPDR PT S&P 500 ETFSPYM14 funds$2.2B
BERKSHIRE HATHAWAY INC-CL BBRK/B14 funds$1.8B

Ranked by how many of LONZ's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LONZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.