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 148 institutions that hold shares in the stock, with a total of 9.31 Million shares, which have been reported (via 13F filing form) to have a value of $661 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
84,580
shares
|
$6 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
79,544
shares
|
$5.64 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Oct 08, 2024 Q3 2024 |
76,685
shares
|
$5.44 Million
7.43% of portfolio
|
Q3 2024
New holding
|
|
|
Timber Creek Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
75,546
shares
|
$5.36 Million
1.86% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
75,506
shares
|
$5.36 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
74,867
shares
|
$5.31 Million
5.02% of portfolio
|
Q3 2024
New holding
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
70,976
shares
|
$5.03 Million
4.59% of portfolio
|
Q3 2024
Added 161.76%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
68,621
shares
|
$4.87 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
63,134
shares
|
$4.48 Million
0.12% of portfolio
|
Q3 2024
Added 1219.14%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
61,874
shares
|
$4.39 Million
0.35% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
54,195
shares
|
$3.84 Million
0.01% of portfolio
|
Q3 2024
Added 118.89%
|
|
|
Paragon Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
54,024
shares
|
$3.83 Million
1.62% of portfolio
|
Q3 2024
Added 11.42%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
50,293
shares
|
$3.57 Million
3.74% of portfolio
|
Q3 2024
Added 112.57%
|
|
|
Consilio Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
46,574
shares
|
$3.3 Million
1.58% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
40,029
shares
|
$2.84 Million
0.0% of portfolio
|
Q3 2024
Added 127.61%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
38,783
shares
|
$2.75 Million
0.04% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
38,434
shares
|
$2.73 Million
0.01% of portfolio
|
Q3 2024
Added 93.92%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
36,237
shares
|
$2.57 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
35,799
shares
|
$2.54 Million
1.16% of portfolio
|
Q3 2024
Added 58.97%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
31,278
shares
|
$2.22 Million
0.03% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
30,470
shares
|
$2.16 Million
0.06% of portfolio
|
Q3 2024
Reduced 82.64%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
30,395
shares
|
$2.16 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
29,949
shares
|
$2.12 Million
0.84% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
29,830
shares
|
$2.12 Million
2.22% of portfolio
|
Q3 2024
Added 12.22%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
29,268
shares
|
$2.08 Million
0.05% of portfolio
|
Q3 2024
New holding
|