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 152 institutions that hold shares in the stock, with a total of 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $797 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
32,257
shares
|
$2.16 Million
1.1% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
31,778
shares
|
$2.13 Million
0.13% of portfolio
|
Q3 2025
Reduced 12.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
31,047
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
29,984
shares
|
$2.01 Million
1.72% of portfolio
|
Q3 2025
Reduced 37.29%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
29,475
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,715
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2024
Reduced 76.44%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
27,019
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2025
Reduced 53.09%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
26,297
shares
|
$1.76 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
25,658
shares
|
$1.72 Million
0.54% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
24,639
shares
|
$1.65 Million
0.03% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
22,558
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
22,499
shares
|
$1.51 Million
0.93% of portfolio
|
Q3 2025
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
22,105
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2025
Added 231.36%
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
20,331
shares
|
$1.36 Million
0.4% of portfolio
|
Q3 2025
Reduced 20.83%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
19,615
shares
|
$1.31 Million
1.03% of portfolio
|
Q3 2025
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
18,417
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
16,932
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2025
Added 84.0%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
14,539
shares
|
$974,113
1.46% of portfolio
|
Q4 2023
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,100
shares
|
$877,700
0.0% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
12,904
shares
|
$864,568
0.01% of portfolio
|
Q3 2025
Added 11.53%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,444
shares
|
$833,748
0.03% of portfolio
|
Q3 2025
Reduced 83.44%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
10,067
shares
|
$674,489
0.01% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
9,968
shares
|
$667,856
0.01% of portfolio
|
Q3 2025
Added 34.14%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
8,883
shares
|
$595,161
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
8,777
shares
|
$588,059
0.18% of portfolio
|
Q3 2025
Reduced 5.48%
|
|