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 |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
4,326
shares
|
$279,070
0.0% of portfolio
|
Q1 2025
Reduced 61.95%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
4,190
shares
|
$270,296
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
4,149
shares
|
$267,651
0.0% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
4,102
shares
|
$264,620
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
4,081
shares
|
$263,265
0.08% of portfolio
|
Q1 2025
Reduced 70.39%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Apr 14, 2025 Q1 2025 |
3,748
shares
|
$241,783
0.24% of portfolio
|
Q1 2025
Reduced 92.53%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
3,725
shares
|
$240,299
0.0% of portfolio
|
Q1 2025
Reduced 10.86%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
3,531
shares
|
$227,784
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
3,523
shares
|
$227,268
0.14% of portfolio
|
Q1 2025
Reduced 97.77%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
3,500
shares
|
$225,785
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
3,457
shares
|
$223,011
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
3,200
shares
|
$206,432
0.0% of portfolio
|
Q1 2025
Reduced 23.13%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,187
shares
|
$205,593
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
2,910
shares
|
$187,724
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
2,893
shares
|
$186,627
0.14% of portfolio
|
Q1 2025
Reduced 41.34%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,840
shares
|
$183,208
0.0% of portfolio
|
Q1 2025
Reduced 56.63%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
2,834
shares
|
$182,821
0.04% of portfolio
|
Q1 2025
Reduced 18.75%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1,672
shares
|
$107,860
0.0% of portfolio
|
Q1 2025
Added 39.92%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
1,500
shares
|
$96,765
0.0% of portfolio
|
Q1 2025
Reduced 48.28%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,155
shares
|
$74,509
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,000
shares
|
$64,510
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
992
shares
|
$63,993
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
500
shares
|
$32,255
0.01% of portfolio
|
Q1 2025
Reduced 28.98%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
430
shares
|
$27,739
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
399
shares
|
$25,739
0.01% of portfolio
|
Q2 2024
Reduced 0.25%
|