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 151 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $720 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
|
$178 Million
0.65% of portfolio
|
Q2 2025
Added 46.66%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,034,715
shares
|
$67.8 Million
0.01% of portfolio
|
Q2 2025
Added 27.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
812,933
shares
|
$53.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
598,288
shares
|
$39.2 Million
0.51% of portfolio
|
Q2 2025
Reduced 30.77%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
473,543
shares
|
$31 Million
0.01% of portfolio
|
Q2 2025
Added 60.81%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
433,899
shares
|
$28.4 Million
0.59% of portfolio
|
Q2 2025
Added 74.05%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
297,625
shares
|
$19.5 Million
2.81% of portfolio
|
Q2 2025
Added 210.7%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
295,344
shares
|
$19.4 Million
4.03% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
248,389
shares
|
$16.3 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
|
$13.9 Million
0.01% of portfolio
|
Q2 2025
Added 46.44%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
193,864
shares
|
$12.7 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
|
$9.98 Million
0.0% of portfolio
|
Q2 2025
Added 1690.81%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
142,423
shares
|
$9.33 Million
0.01% of portfolio
|
Q2 2025
Added 27.83%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
138,070
shares
|
$9.05 Million
3.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
130,929
shares
|
$8.58 Million
0.0% of portfolio
|
Q2 2025
Added 101.74%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
123,950
shares
|
$8.12 Million
3.95% of portfolio
|
Q2 2025
Added 160.95%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
120,555
shares
|
$7.9 Million
0.63% of portfolio
|
Q2 2025
Added 18.26%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
104,126
shares
|
$6.82 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
|
$6.77 Million
0.43% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
101,814
shares
|
$6.67 Million
0.0% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
95,284
shares
|
$6.24 Million
11.35% of portfolio
|
Q4 2024
Reduced 17.66%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
92,307
shares
|
$6.05 Million
0.36% of portfolio
|
Q2 2020
Added 22.68%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
91,661
shares
|
$6.01 Million
0.18% of portfolio
|
Q2 2025
Added 16.12%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
88,274
shares
|
$5.78 Million
0.0% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
86,560
shares
|
$5.67 Million
0.0% of portfolio
|
Q2 2025
Added 16.19%
|