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Public ownership evidence

PIMCO Senior Loan and Short-Term Active ETF (LONZ) Ownership Disclosures

Read LONZ insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Coastal Bridge Advisors, LLC2026-06-302026-08-1818,611$917,699None
Flatrock Wealth Partners LLC2026-06-302026-08-15237,146$11,693,694None
Ameritas Advisory Services, LLC2026-06-302026-08-15477$23,521None
IFG Advisory, LLC2026-06-302026-08-152,964$146,140None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,297$113,262None
Allianz Asset Management GmbH2026-06-302026-08-153,238,199$159,675,593None
ROYAL BANK OF CANADA2026-06-302026-08-1511,769$580,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,512$75,000None
ROYAL BANK OF CANADA2026-06-302026-08-1510,829$534,000None
Rockefeller Capital Management L.P.2026-06-302026-08-14208$10,293None
UBS Group AG2026-06-302026-08-1420,225$997,295None
Mariner, LLC2026-06-302026-08-1472,765$3,588,045None
Beacon Capital Management, Inc.2026-06-302026-08-141,783$87,920None
Hilltop Holdings Inc.2026-06-302026-08-1436,132$1,781,659None
MORGAN STANLEY2026-06-302026-08-141$91None
MORGAN STANLEY2026-06-302026-08-1471$3,501None
Montgomery Financial Services LLC2026-06-302026-08-1314$690None
Kensington Asset Management, LLC2026-06-302026-08-139,509$468,888None
Integrated Wealth Concepts LLC2026-06-302026-08-1310$494None
Cetera Investment Advisers2026-06-302026-08-1353,898$2,657,691None
Focus Partners Wealth2026-06-302026-08-1338,657$1,906,156None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1329,487$1,453,995None
L & S Advisors Inc2026-06-302026-08-1348,797$2,406,197None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-135,793$285,653None
VestGen Advisors, LLC2026-06-302026-08-128,188$403,734None
Beckerman Institutional, LLC2026-06-302026-08-1213,860$683,436None
Tower Research Capital LLC (TRC)2026-06-302026-08-127,400$364,894None
BRIGHTON JONES LLC2026-06-302026-08-1262,114$3,062,842None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-1290$4,438None
Arax Advisory Partners2026-06-302026-08-11511$25,197None

90-day public filing window, up to 50 source positions.

Coastal Bridge Advisors, LLC ↗Flatrock Wealth Partners LLC ↗Ameritas Advisory Services, LLC ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗Allianz Asset Management GmbH ↗ROYAL BANK OF CANADA ↗ROYAL BANK OF CANADA ↗ROYAL BANK OF CANADA ↗Rockefeller Capital Management L.P. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.