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 |
|---|---|---|---|---|---|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
430
shares
|
$29,042
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
367
shares
|
$24,787
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
350
shares
|
$23,639
0.0% of portfolio
|
Q2 2025
Reduced 65.0%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
226
shares
|
$15,264
0.0% of portfolio
|
Q3 2025
Added 247.69%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
207
shares
|
$13,980
0.0% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
203
shares
|
$13,710
0.0% of portfolio
|
Q1 2025
Reduced 74.75%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
200
shares
|
$13,508
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
200
shares
|
$13,508
0.0% of portfolio
|
Q2 2025
Reduced 49.87%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
181
shares
|
$12,224
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
152
shares
|
$10,266
0.0% of portfolio
|
Q3 2025
Added 34.51%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
127
shares
|
$8,577
0.0% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
100
shares
|
$6,754
0.0% of portfolio
|
Q4 2022
Reduced 55.56%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
100
shares
|
$6,754
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
89
shares
|
$6,011
0.0% of portfolio
|
Q2 2025
Added 34.85%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
75
shares
|
$5,065
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
62
shares
|
$4,187
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
52
shares
|
$3,512
0.0% of portfolio
|
Q2 2025
Added 92.59%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
51
shares
|
$3,444
0.0% of portfolio
|
Q2 2025
Reduced 62.22%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
47
shares
|
$3,174
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
46
shares
|
$3,106
0.0% of portfolio
|
Q3 2025
Added 64.29%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
45
shares
|
$3,039
0.0% of portfolio
|
Q2 2025
Reduced 83.64%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
41
shares
|
$2,769
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
33
shares
|
$2,228
0.0% of portfolio
|
Q2 2025
Added 32.0%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
25
shares
|
$1,688
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
21
shares
|
$1,418
0.0% of portfolio
|
Q2 2024
Added 5.0%
|