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 |
|---|---|---|---|---|---|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
10,910
shares
|
$703,804
0.25% of portfolio
|
Q1 2025
Added 17.92%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
10,671
shares
|
$688,386
0.0% of portfolio
|
Q1 2025
Added 67.49%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
10,341
shares
|
$667,097
0.01% of portfolio
|
Q1 2025
Added 11.75%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
9,893
shares
|
$638,197
0.0% of portfolio
|
Q1 2025
Added 82.06%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
9,880
shares
|
$637,358
0.01% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
9,286
shares
|
$599,039
0.22% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
9,202
shares
|
$593,621
0.0% of portfolio
|
Q1 2025
Reduced 14.62%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
May 07, 2025 Q1 2025 |
8,883
shares
|
$573,042
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
8,505
shares
|
$548,657
0.0% of portfolio
|
Q1 2025
Reduced 96.42%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Apr 24, 2025 Q1 2025 |
8,468
shares
|
$546,270
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
8,199
shares
|
$528,917
0.0% of portfolio
|
Q1 2025
Reduced 33.1%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
7,917
shares
|
$510,725
0.06% of portfolio
|
Q1 2025
Added 353.44%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
7,413
shares
|
$478,212
0.19% of portfolio
|
Q1 2024
Reduced 25.05%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
7,176
shares
|
$462,923
0.01% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
6,928
shares
|
$446,925
0.01% of portfolio
|
Q1 2025
Reduced 52.44%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
6,908
shares
|
$445,635
0.02% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,487
shares
|
$418,476
0.07% of portfolio
|
Q1 2025
Reduced 13.99%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
6,085
shares
|
$392,543
0.03% of portfolio
|
Q1 2025
Reduced 52.94%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
5,962
shares
|
$384,608
0.07% of portfolio
|
Q1 2025
Added 12.0%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
5,748
shares
|
$370,803
0.05% of portfolio
|
Q1 2025
Reduced 20.75%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
5,711
shares
|
$368,416
0.01% of portfolio
|
Q2 2024
Reduced 4.19%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
5,139
shares
|
$331,516
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
May 12, 2025 Q1 2025 |
5,139
shares
|
$331,516
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
5,000
shares
|
$322,550
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
4,911
shares
|
$316,808
0.0% of portfolio
|
Q1 2025
Added 109.25%
|