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 148 institutions that hold shares in the stock, with a total of 9.31 Million shares, which have been reported (via 13F filing form) to have a value of $661 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
3,750
shares
|
$265,987
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
3,552
shares
|
$251,943
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
3,500
shares
|
$248,255
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
3,219
shares
|
$228,323
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,187
shares
|
$226,053
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
3,040
shares
|
$215,627
0.08% of portfolio
|
Q3 2024
Reduced 37.82%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
2,900
shares
|
$205,697
0.0% of portfolio
|
Q3 2024
Reduced 25.64%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
2,538
shares
|
$180,020
0.01% of portfolio
|
Q3 2024
Reduced 37.15%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
2,340
shares
|
$165,976
0.03% of portfolio
|
Q4 2023
Reduced 98.98%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
2,202
shares
|
$156,187
0.07% of portfolio
|
Q3 2024
Reduced 35.24%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,283
shares
|
$91,003
0.0% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
1,155
shares
|
$81,924
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
869
shares
|
$61,638
0.01% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
770
shares
|
$54,616
0.0% of portfolio
|
Q3 2024
Reduced 83.42%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
680
shares
|
$48,232
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
541
shares
|
$38,373
0.0% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
450
shares
|
$31,918
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
430
shares
|
$30,499
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
399
shares
|
$28,301
0.01% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
368
shares
|
$26,102
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
333
shares
|
$23,619
0.0% of portfolio
|
Q3 2024
Added 15.22%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
300
shares
|
$21,279
0.01% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
255
shares
|
$18,087
0.0% of portfolio
|
Q3 2024
Added 286.36%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
214
shares
|
$15,179
0.01% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
208
shares
|
$14,753
0.0% of portfolio
|
Q3 2024
Reduced 83.12%
|