Public ownership evidence

PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) Ownership Disclosures

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

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

PIMCO Senior Loan Active Exchange-Traded Fund: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Coastal Bridge Advisors, LLC
Report period
2026-06-30
Available
2026-08-18
Reported shares
18,611
Value (USD)
$917,699
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002085853-26-001020
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read LONZ fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read LONZ fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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
TOUNJIAN ADVISORY PARTNERS, LLC2026-06-302026-08-08149$7,361None
Lloyd Advisory Services, LLC.2026-06-302026-08-081,669$82,320None
LPL Financial LLC2026-06-302026-08-08515,906$25,439,308None
BRIGHTON JONES LLC2026-03-312026-08-084,063$200,617None
PNC Financial Services Group, Inc.2026-06-302026-08-084,906$241,915None
MML INVESTORS SERVICES, LLC2026-06-302026-08-0813,641$672,655None
Simplicity Wealth,LLC2026-06-302026-08-0739,749$1,960,023None
Clearstead Advisors, LLC2026-06-302026-08-0727,551$1,358,540None
FIFTH THIRD BANCORP2026-06-302026-08-062,904$143,196None
McAdam, LLC2026-06-302026-08-05115,747$5,707,485None
State of New Jersey Common Pension Fund D2026-06-302026-08-05400,000$19,724,000None
Gateway Wealth Partners, LLC2026-06-302026-08-055,951$293,447None
Elevated Capital Advisors, LLC2026-06-302026-08-0446$2,292None
AE Wealth Management LLC2026-06-302026-08-0450$2,466None
AE Wealth Management LLC2026-06-302026-08-0499$4,882None
AE Wealth Management LLC2026-06-302026-08-0411,040$544,406None
AE Wealth Management LLC2026-06-302026-08-049$444None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0495,855$4,726,622None
Signature Equity Partners, LLC2026-06-302026-07-31106$5,214None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-31110,463$5,447,000None

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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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

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.

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