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 151 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $720 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
9,286
shares
|
$608,418
0.19% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
9,202
shares
|
$602,915
0.0% of portfolio
|
Q1 2025
Reduced 14.62%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
9,198
shares
|
$602,652
0.28% of portfolio
|
Q2 2025
Added 8.62%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
9,009
shares
|
$590,269
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
8,928
shares
|
$584,962
0.01% of portfolio
|
Q2 2025
Reduced 91.54%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
8,883
shares
|
$582,014
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
8,700
shares
|
$570,024
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
8,590
shares
|
$562,816
0.0% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
8,175
shares
|
$535,626
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
|
$505,355
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
7,431
shares
|
$486,879
0.01% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
7,413
shares
|
$485,699
0.19% of portfolio
|
Q1 2024
Reduced 25.05%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
7,402
shares
|
$484,979
0.05% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,988
shares
|
$457,853
0.06% of portfolio
|
Q2 2025
Added 7.72%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
6,908
shares
|
$452,612
0.02% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
6,671
shares
|
$437,083
0.0% of portfolio
|
Q2 2025
Added 35.84%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
6,176
shares
|
$404,651
0.15% of portfolio
|
Q2 2025
Added 50.56%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
5,962
shares
|
$390,630
0.07% of portfolio
|
Q1 2025
Added 12.0%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
5,532
shares
|
$362,456
0.04% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
5,000
shares
|
$327,600
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
4,917
shares
|
$322,161
0.01% of portfolio
|
Q2 2025
Added 42.23%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
4,851
shares
|
$317,837
0.02% of portfolio
|
Q2 2025
Added 15.78%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
4,842
shares
|
$317,247
0.0% of portfolio
|
Q2 2025
Reduced 68.3%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
4,162
shares
|
$272,694
0.17% of portfolio
|
Q2 2025
Added 43.86%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
4,149
shares
|
$271,842
0.0% of portfolio
|
Q4 2024
Reduced 6.64%
|