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 134 institutions that hold shares in the stock, with a total of 7.8 Million shares, which have been reported (via 13F filing form) to have a value of $646 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Jul 30, 2024 Q2 2024 |
15,225
shares
|
$1.26 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
Sinecera Capital, LLC
|
Jul 18, 2024 Q2 2024 |
14,539
shares
|
$1.2 Million
1.53% of portfolio
|
Q4 2023
New holding
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
14,504
shares
|
$1.2 Million
0.1% of portfolio
|
Q2 2024
Added 14.29%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
13,735
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2024
Added 7.42%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
13,297
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2024
Added 227.84%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
12,423
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2024
Added 27.53%
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 09, 2024 Q2 2024 |
12,142
shares
|
$1.01 Million
0.33% of portfolio
|
Q2 2024
Added 9.09%
|
|
Delphi Financial Group, Inc.
|
Aug 06, 2024 Q2 2024 |
10,980
shares
|
$909,034
0.47% of portfolio
|
Q2 2023
Added 52.5%
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 12, 2024 Q2 2024 |
10,340
shares
|
$856,048
0.2% of portfolio
|
Q2 2024
New holding
|
|
Hollencrest Capital Management
|
Aug 12, 2024 Q2 2024 |
9,792
shares
|
$810,679
0.03% of portfolio
|
Q2 2024
Added 13.85%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
9,314
shares
|
$771,106
0.01% of portfolio
|
Q2 2024
New holding
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Jul 30, 2024 Q2 2024 |
8,959
shares
|
$741,715
0.51% of portfolio
|
Q2 2024
Reduced 1.67%
|
|
Centric Wealth Management
|
Aug 13, 2024 Q2 2024 |
8,725
shares
|
$722,342
0.2% of portfolio
|
Q2 2024
New holding
|
|
Cwa Asset Management Group, LLC
|
May 13, 2024 Q1 2024 |
7,710
shares
|
$638,310
0.04% of portfolio
|
Q2 2022
New holding
|
|
Revisor Wealth Management LLC
Akron, OH |
Aug 09, 2024 Q2 2024 |
7,413
shares
|
$613,722
0.39% of portfolio
|
Q2 2024
New holding
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
7,413
shares
|
$613,722
0.19% of portfolio
|
Q1 2024
Reduced 25.05%
|
|
Roman Butler Fullerton & CO
|
Jul 15, 2024 Q2 2024 |
7,256
shares
|
$600,724
0.18% of portfolio
|
Q2 2024
Reduced 3.01%
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Aug 01, 2024 Q2 2024 |
7,224
shares
|
$598,074
0.16% of portfolio
|
Q2 2024
New holding
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2024 Q2 2024 |
5,794
shares
|
$479,685
0.29% of portfolio
|
Q2 2024
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
5,711
shares
|
$472,813
0.0% of portfolio
|
Q2 2024
Reduced 4.19%
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
5,000
shares
|
$413,950
0.01% of portfolio
|
Q2 2022
New holding
|
|
True Mark Investments, LLC
Chicago, IL |
Jul 29, 2024 Q2 2024 |
4,889
shares
|
$404,760
0.13% of portfolio
|
Q2 2024
New holding
|
|
Foundations Investment Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
4,786
shares
|
$396,232
0.01% of portfolio
|
Q2 2024
Added 5.58%
|
|
Simplex Trading, LLC
|
Jul 25, 2024 Q2 2024 |
4,643
shares
|
$384,393
0.01% of portfolio
|
Q2 2024
Added 992.47%
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 09, 2024 Q2 2024 |
4,522
shares
|
$374,376
0.05% of portfolio
|
Q2 2024
New holding
|