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 |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
10,000
shares
|
$675,400
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
9,286
shares
|
$627,176
0.19% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
9,198
shares
|
$621,232
0.28% of portfolio
|
Q2 2025
Added 8.62%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
8,883
shares
|
$599,957
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Ballew Advisors, Inc
|
Oct 15, 2025 Q3 2025 |
8,704
shares
|
$587,868
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
8,590
shares
|
$580,168
0.0% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
8,175
shares
|
$552,139
0.0% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
7,713
shares
|
$520,936
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
7,517
shares
|
$507,698
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
7,431
shares
|
$501,889
0.01% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
7,413
shares
|
$500,674
0.19% of portfolio
|
Q1 2024
Reduced 25.05%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
7,122
shares
|
$481,019
0.01% of portfolio
|
Q3 2025
Reduced 26.74%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,988
shares
|
$471,969
0.06% of portfolio
|
Q2 2025
Added 7.72%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
6,907
shares
|
$466,498
0.04% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
6,705
shares
|
$452,855
0.01% of portfolio
|
Q3 2025
Reduced 25.57%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
6,671
shares
|
$450,559
0.0% of portfolio
|
Q2 2025
Added 35.84%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
6,561
shares
|
$443,129
0.01% of portfolio
|
Q3 2025
Reduced 64.32%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
6,455
shares
|
$435,970
0.07% of portfolio
|
Q3 2025
Added 8.27%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
6,362
shares
|
$429,689
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
6,259
shares
|
$422,732
0.0% of portfolio
|
Q3 2025
Reduced 70.99%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
6,176
shares
|
$417,127
0.15% of portfolio
|
Q2 2025
Added 50.56%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
5,532
shares
|
$373,631
0.04% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
5,183
shares
|
$350,059
0.01% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
5,000
shares
|
$337,700
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
4,851
shares
|
$327,636
0.02% of portfolio
|
Q2 2025
Added 15.78%
|