Institutional Ownership Pimco ETF Tr 25+ Yr Zero Cpn U (ZROZ)
This table provides information about the institutional ownership of Pimco ETF Tr 25+ Yr Zero Cpn U (ZROZ). We have compiled data on the 134 institutions that hold shares in the stock, with a total of 7.8 Million shares, which have been reported (via 13F filing form) to have a value of $646 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,026,167
shares
|
$85 Million
0.01% of portfolio
|
Q2 2024
Added 19.49%
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 30, 2024 Q2 2024 |
794,496
shares
|
$65.8 Million
0.3% of portfolio
|
Q2 2024
Added 175.36%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
653,123
shares
|
$54.1 Million
0.02% of portfolio
|
Q2 2024
Added 8.45%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
546,447
shares
|
$45.2 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.64%
|
|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
398,950
shares
|
$33 Million
2.07% of portfolio
|
Q1 2024
New holding
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
328,443
shares
|
$27.2 Million
0.01% of portfolio
|
Q2 2024
Added 511.33%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
324,861
shares
|
$26.9 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
240,599
shares
|
$19.9 Million
0.0% of portfolio
|
Q2 2024
Added 17.33%
|
|
Carrera Capital Advisors
Troy, MI |
Aug 27, 2024 Q2 2024 |
208,935
shares
|
$17.3 Million
5.13% of portfolio
|
Q2 2024
New holding
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
208,318
shares
|
$17.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.22%
|
|
Gen Wealth Group, Inc.
|
Jul 17, 2024 Q2 2024 |
203,599
shares
|
$16.9 Million
3.79% of portfolio
|
Q2 2024
Added 8.27%
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 28, 2024 Q2 2024 |
175,480
shares
|
$14.5 Million
0.36% of portfolio
|
Q2 2024
Added 601.02%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
167,602
shares
|
$13.9 Million
0.0% of portfolio
|
Q2 2024
Added 28.34%
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 12, 2024 Q2 2024 |
157,317
shares
|
$13 Million
0.87% of portfolio
|
Q2 2024
Added 26.61%
|
|
Krilogy Financial LLC
|
Jul 22, 2024 Q2 2024 |
140,316
shares
|
$11.6 Million
0.82% of portfolio
|
Q2 2024
Added 23.46%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
131,916
shares
|
$10.9 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
130,209
shares
|
$10.8 Million
0.02% of portfolio
|
Q2 2024
Reduced 39.2%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
121,893
shares
|
$10.1 Million
0.01% of portfolio
|
Q2 2024
Added 312.55%
|
|
Citizens Business Bank
Ontario, CA |
Aug 02, 2024 Q2 2024 |
118,828
shares
|
$9.84 Million
1.94% of portfolio
|
Q2 2024
Added 2.58%
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2024 Q2 2024 |
116,773
shares
|
$9.67 Million
2.62% of portfolio
|
Q2 2024
Added 0.21%
|
|
Atlas Financial Advisors, Inc.
|
Aug 05, 2024 Q2 2024 |
115,935
shares
|
$9.6 Million
14.82% of portfolio
|
Q2 2024
Reduced 6.13%
|
|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
115,169
shares
|
$9.53 Million
0.55% of portfolio
|
Q2 2024
Reduced 2.71%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
92,689
shares
|
$7.67 Million
0.0% of portfolio
|
Q2 2024
Added 61.62%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
92,307
shares
|
$7.64 Million
0.36% of portfolio
|
Q2 2020
Added 22.68%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
80,669
shares
|
$6.68 Million
0.01% of portfolio
|
Q2 2024
Reduced 71.38%
|