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 |
|---|---|---|---|---|---|
|
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%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
4,162
shares
|
$281,101
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
|
$280,223
0.0% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,946
shares
|
$266,512
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
3,814
shares
|
$257,597
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,792
shares
|
$256,111
0.0% of portfolio
|
Q3 2025
Reduced 21.69%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,610
shares
|
$243,819
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
3,500
shares
|
$236,390
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
3,381
shares
|
$228,352
0.0% of portfolio
|
Q2 2025
Reduced 9.23%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
3,290
shares
|
$222,206
0.01% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
3,265
shares
|
$220,518
0.01% of portfolio
|
Q2 2025
Reduced 46.34%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
3,194
shares
|
$215,722
0.25% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,187
shares
|
$215,249
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
3,007
shares
|
$203,092
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
2,989
shares
|
$201,877
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,363
shares
|
$159,597
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
2,341
shares
|
$158,111
0.01% of portfolio
|
Q3 2025
Reduced 56.48%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
1,672
shares
|
$112,926
0.0% of portfolio
|
Q1 2025
Added 39.92%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
1,636
shares
|
$110,495
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
1,500
shares
|
$101,310
0.0% of portfolio
|
Q1 2025
Reduced 48.28%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,155
shares
|
$78,008
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Oct 15, 2025 Q3 2025 |
1,087
shares
|
$73,415
2.35% of portfolio
|
Q3 2025
Added 1043.42%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
992
shares
|
$66,999
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
758
shares
|
$51,195
0.01% of portfolio
|
Q3 2025
Added 15.73%
|