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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
85,506
shares
|
$5.6 Million
0.0% of portfolio
|
Q2 2025
Added 34.8%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
80,656
shares
|
$5.28 Million
0.04% of portfolio
|
Q2 2025
Reduced 44.62%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
79,186
shares
|
$5.19 Million
0.0% of portfolio
|
Q2 2025
Added 5.87%
|
|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
75,472
shares
|
$4.94 Million
1.02% of portfolio
|
Q2 2025
Reduced 75.16%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
75,153
shares
|
$4.92 Million
0.22% of portfolio
|
Q2 2025
Added 126.6%
|
|
|
Consilio Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
70,553
shares
|
$4.62 Million
1.69% of portfolio
|
Q2 2025
Added 8.04%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
70,180
shares
|
$4.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 85.39%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
66,703
shares
|
$4.37 Million
0.01% of portfolio
|
Q2 2025
Reduced 23.17%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
66,307
shares
|
$4.34 Million
0.01% of portfolio
|
Q2 2025
Added 70.12%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Jul 15, 2025 Q2 2025 |
61,733
shares
|
$4.04 Million
4.05% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
57,596
shares
|
$3.77 Million
0.0% of portfolio
|
Q2 2025
Added 1231.39%
|
|
|
Paragon Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
54,609
shares
|
$3.58 Million
1.09% of portfolio
|
Q2 2025
Reduced 32.98%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
50,068
shares
|
$3.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 47.96%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
49,748
shares
|
$3.26 Million
1.3% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
47,814
shares
|
$3.13 Million
2.85% of portfolio
|
Q2 2025
Added 36.02%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
43,090
shares
|
$2.82 Million
0.02% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
42,052
shares
|
$2.76 Million
0.03% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Timber Creek Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
41,362
shares
|
$2.71 Million
0.75% of portfolio
|
Q2 2025
Added 10.77%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
38,207
shares
|
$2.5 Million
0.02% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
38,200
shares
|
$2.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 32.86%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
37,270
shares
|
$2.44 Million
0.06% of portfolio
|
Q2 2025
Added 9.74%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
36,153
shares
|
$2.37 Million
0.16% of portfolio
|
Q2 2025
Reduced 38.64%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
35,686
shares
|
$2.34 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
32,257
shares
|
$2.11 Million
1.1% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
31,977
shares
|
$2.1 Million
0.48% of portfolio
|
Q1 2025
Added 10.56%
|