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 156 institutions that hold shares in the stock, with a total of 11.6 Million shares, which have been reported (via 13F filing form) to have a value of $744 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
2,723,767
shares
|
$175 Million
0.65% of portfolio
|
Q2 2025
Added 46.66%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
864,229
shares
|
$55.5 Million
0.79% of portfolio
|
Q1 2025
Added 10.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
824,834
shares
|
$53 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
810,644
shares
|
$52.1 Million
0.0% of portfolio
|
Q1 2025
Added 26.71%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
480,240
shares
|
$30.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 47.06%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
336,812
shares
|
$21.6 Million
0.35% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
303,818
shares
|
$19.5 Million
4.82% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
302,391
shares
|
$19.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.91%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
297,625
shares
|
$19.1 Million
2.81% of portfolio
|
Q2 2025
Added 210.7%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
295,344
shares
|
$19 Million
4.03% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
294,482
shares
|
$18.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.81%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
249,294
shares
|
$16 Million
0.41% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
193,864
shares
|
$12.5 Million
0.83% of portfolio
|
Q2 2025
Added 8.9%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
145,654
shares
|
$9.36 Million
0.1% of portfolio
|
Q1 2025
Added 3639.51%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
145,063
shares
|
$9.32 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.15%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
138,070
shares
|
$8.87 Million
3.03% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
111,419
shares
|
$7.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
105,496
shares
|
$6.78 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
104,126
shares
|
$6.69 Million
0.01% of portfolio
|
Q2 2025
Reduced 67.03%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
103,388
shares
|
$6.64 Million
0.43% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
101,944
shares
|
$6.55 Million
0.6% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
96,209
shares
|
$6.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.44%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
96,204
shares
|
$6.18 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
95,284
shares
|
$6.12 Million
11.35% of portfolio
|
Q4 2024
Reduced 17.66%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
92,307
shares
|
$5.93 Million
0.36% of portfolio
|
Q2 2020
Added 22.68%
|