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 10.8 Million shares, which have been reported (via 13F filing form) to have a value of $699 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
33,962
shares
|
$2.19 Million
0.07% of portfolio
|
Q1 2025
Added 41.73%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
33,166
shares
|
$2.14 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
31,977
shares
|
$2.06 Million
0.58% of portfolio
|
Q1 2025
Added 10.56%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Apr 17, 2025 Q1 2025 |
31,907
shares
|
$2.06 Million
1.22% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
30,459
shares
|
$1.96 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
May 13, 2025 Q1 2025 |
29,680
shares
|
$1.91 Million
1.51% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,715
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2024
Reduced 76.44%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
26,142
shares
|
$1.69 Million
0.65% of portfolio
|
Q1 2025
Reduced 7.21%
|
|
|
Callodine Capital Management, LP
Boston, MA |
May 14, 2025 Q1 2025 |
25,000
shares
|
$1.61 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
23,788
shares
|
$1.53 Million
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
23,184
shares
|
$1.5 Million
0.06% of portfolio
|
Q1 2025
Added 9.43%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
19,128
shares
|
$1.23 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
18,915
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
May 06, 2025 Q1 2025 |
16,925
shares
|
$1.09 Million
4.69% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
16,239
shares
|
$1.05 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
15,685
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
15,273
shares
|
$985,261
0.0% of portfolio
|
Q1 2025
Added 3371.14%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
15,230
shares
|
$982,487
0.87% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
15,151
shares
|
$977,391
0.21% of portfolio
|
Q1 2025
Added 547.48%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
14,924
shares
|
$962,747
0.03% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
14,539
shares
|
$937,910
1.46% of portfolio
|
Q4 2023
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
13,989
shares
|
$902,430
0.0% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,100
shares
|
$845,081
0.0% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
12,278
shares
|
$792,053
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,400
shares
|
$735,414
0.0% of portfolio
|
Q4 2024
Reduced 30.53%
|