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 159 institutions that hold shares in the stock, with a total of 11.7 Million shares, which have been reported (via 13F filing form) to have a value of $791 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
2,541,528
shares
|
$172 Million
0.56% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,034,715
shares
|
$69.9 Million
0.01% of portfolio
|
Q2 2025
Added 27.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
812,933
shares
|
$54.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
738,738
shares
|
$49.9 Million
1.43% of portfolio
|
Q3 2025
New holding
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
598,288
shares
|
$40.4 Million
0.51% of portfolio
|
Q2 2025
Reduced 30.77%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
481,648
shares
|
$32.5 Million
0.01% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
433,899
shares
|
$29.3 Million
0.59% of portfolio
|
Q2 2025
Added 74.05%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
352,554
shares
|
$23.8 Million
2.84% of portfolio
|
Q3 2025
Added 18.46%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
295,344
shares
|
$19.9 Million
4.03% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
248,389
shares
|
$16.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.86%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
212,426
shares
|
$14.3 Million
0.01% of portfolio
|
Q2 2025
Added 46.44%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
193,864
shares
|
$13.1 Million
0.83% of portfolio
|
Q2 2025
Added 8.9%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
152,308
shares
|
$10.3 Million
0.0% of portfolio
|
Q2 2025
Added 1690.81%
|
|
|
Paragon Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
144,310
shares
|
$9.75 Million
2.95% of portfolio
|
Q3 2025
Added 164.26%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
141,664
shares
|
$9.57 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
130,929
shares
|
$8.84 Million
0.0% of portfolio
|
Q2 2025
Added 101.74%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
120,555
shares
|
$8.14 Million
0.63% of portfolio
|
Q2 2025
Added 18.26%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
114,195
shares
|
$7.71 Million
0.01% of portfolio
|
Q3 2025
Added 9.67%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 20, 2025 Q3 2025 |
106,621
shares
|
$7.2 Million
3.24% of portfolio
|
Q3 2025
Reduced 13.98%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
104,102
shares
|
$7.03 Million
0.41% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
101,814
shares
|
$6.88 Million
0.0% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
100,717
shares
|
$6.8 Million
1.56% of portfolio
|
Q3 2025
New holding
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
95,284
shares
|
$6.44 Million
11.35% of portfolio
|
Q4 2024
Reduced 17.66%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
92,307
shares
|
$6.23 Million
0.36% of portfolio
|
Q2 2020
Added 22.68%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
91,661
shares
|
$6.19 Million
0.18% of portfolio
|
Q2 2025
Added 16.12%
|