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 160 institutions that hold shares in the stock, with a total of 11.8 Million shares, which have been reported (via 13F filing form) to have a value of $800 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
35,686
shares
|
$2.41 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Nov 05, 2025 Q3 2025 |
33,768
shares
|
$2.28 Million
1.52% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
32,257
shares
|
$2.18 Million
1.1% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
31,977
shares
|
$2.16 Million
0.48% of portfolio
|
Q1 2025
Added 10.56%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
31,778
shares
|
$2.15 Million
0.13% of portfolio
|
Q3 2025
Reduced 12.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
31,106
shares
|
$2.1 Million
0.0% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,715
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2024
Reduced 76.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
28,456
shares
|
$1.92 Million
0.0% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
28,427
shares
|
$1.92 Million
0.0% of portfolio
|
Q2 2025
Reduced 54.29%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
26,297
shares
|
$1.78 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2025 Q2 2025 |
25,681
shares
|
$1.73 Million
0.63% of portfolio
|
Q2 2025
Reduced 81.4%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
25,658
shares
|
$1.73 Million
0.54% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
24,639
shares
|
$1.66 Million
0.03% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
23,895
shares
|
$1.61 Million
0.05% of portfolio
|
Q2 2025
Added 18864.29%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
23,788
shares
|
$1.61 Million
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
22,558
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
22,499
shares
|
$1.52 Million
0.93% of portfolio
|
Q3 2025
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
19,615
shares
|
$1.32 Million
1.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
18,553
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
14,539
shares
|
$981,964
1.46% of portfolio
|
Q4 2023
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
14,139
shares
|
$954,948
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,100
shares
|
$884,774
0.0% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,400
shares
|
$769,956
0.0% of portfolio
|
Q4 2024
Reduced 30.53%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
10,527
shares
|
$710,993
0.0% of portfolio
|
Q2 2025
Reduced 24.75%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
10,124
shares
|
$683,774
0.01% of portfolio
|
Q2 2025
Added 2.47%
|