LPL Financial
SLNZ

LPL Financial’s TCW Senior Loan ETF SLNZ Stock Holding History

LPL Financial’s Portfolio SLNZ Stock Details SLNZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$393K Sell
8,671
-1,541
-15% -$70.4K ﹤0.01% 4980
2025
Q4 		$473K Sell
10,212
-19,085
-65% -$889K ﹤0.01% 4762
2025
Q3 		$1.38M Buy
29,297
+1,507
+5% +$70.9K ﹤0.01% 3677
2025
Q2 		$1.31M Buy
27,790
+561
+2% +$26.3K ﹤0.01% 3513
2025
Q1 		$1.29M Sell
27,229
-897
-3% -$42.5K ﹤0.01% 3329
2024
Q4 		$1.33M Buy
+28,126
New +$1.33M ﹤0.01% 3234

Other funds holding SLNZ

TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MS
Millington Securities Red Bank, New Jersey $362M AUM
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

LPL Financial's SLNZ Position: Q1 2026 in Review

LPL Financial reduced its TCW Senior Loan ETF (SLNZ) stake by 15% in Q1 2026, selling an estimated $70.4K and leaving 8,671 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #4980.

LPL Financial first reported a position in SLNZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.38M in Q3 2025. 13 funds tracked by Wall St. Rank hold SLNZ as of Q1 2026.

  • LPL Financial held 8,671 shares of TCW Senior Loan ETF worth $393K as of Q1 2026.
  • LPL Financial sold 1,541 TCW Senior Loan ETF shares in Q1 2026, an estimated $70.4K.
  • TCW Senior Loan ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4980 holding.
  • LPL Financial first reported a position in TCW Senior Loan ETF in Q4 2024 and has held it in 6 quarters since.
  • LPL Financial's TCW Senior Loan ETF position peaked at $1.38M in Q3 2025.
  • 13 funds tracked by Wall St. Rank held TCW Senior Loan ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.