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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,946
shares
|
$258,541
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
3,814
shares
|
$249,893
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,610
shares
|
$236,527
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
3,500
shares
|
$229,320
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
3,382
shares
|
$221,588
0.22% of portfolio
|
Q2 2025
Reduced 9.77%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
3,381
shares
|
$221,523
0.0% of portfolio
|
Q2 2025
Reduced 9.23%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
3,274
shares
|
$214,512
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
3,265
shares
|
$213,922
0.01% of portfolio
|
Q2 2025
Reduced 46.34%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
3,200
shares
|
$209,664
0.0% of portfolio
|
Q1 2025
Reduced 23.13%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,187
shares
|
$208,812
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
3,007
shares
|
$197,018
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,840
shares
|
$186,076
0.0% of portfolio
|
Q1 2025
Reduced 56.63%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,363
shares
|
$154,823
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
1,672
shares
|
$109,549
0.0% of portfolio
|
Q1 2025
Added 39.92%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
1,500
shares
|
$98,280
0.0% of portfolio
|
Q1 2025
Reduced 48.28%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,155
shares
|
$75,675
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
992
shares
|
$64,995
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
655
shares
|
$42,915
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
500
shares
|
$32,759
0.01% of portfolio
|
Q1 2025
Reduced 28.98%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
430
shares
|
$28,173
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
394
shares
|
$25,814
0.0% of portfolio
|
Q2 2025
Added 18.32%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
350
shares
|
$22,932
0.0% of portfolio
|
Q2 2025
Reduced 65.0%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
205
shares
|
$13,431
0.0% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
203
shares
|
$13,300
0.0% of portfolio
|
Q1 2025
Reduced 74.75%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
200
shares
|
$13,104
0.0% of portfolio
|
Q2 2025
Reduced 49.87%
|