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 150 institutions that hold shares in the stock, with a total of 9.52 Million shares, which have been reported (via 13F filing form) to have a value of $631 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
208
shares
|
$13,719
0.0% of portfolio
|
Q3 2024
Reduced 83.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
125
shares
|
$8,245
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
100
shares
|
$6,595
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
100
shares
|
$6,595
0.0% of portfolio
|
Q4 2022
Reduced 55.56%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
81
shares
|
$5,342
0.0% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
72
shares
|
$4,749
0.0% of portfolio
|
Q2 2024
Added 928.57%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
69
shares
|
$4,551
0.0% of portfolio
|
Q3 2024
Reduced 97.8%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
62
shares
|
$4,089
0.0% of portfolio
|
Q3 2023
Reduced 84.22%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
51
shares
|
$3,363
0.0% of portfolio
|
Q3 2023
Reduced 47.96%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
27
shares
|
$1,780
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
25
shares
|
$1,648
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
21
shares
|
$1,385
0.0% of portfolio
|
Q2 2024
Added 5.0%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
14
shares
|
$923
0.0% of portfolio
|
Q3 2024
Reduced 61.11%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
10
shares
|
$659
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
9
shares
|
$593
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1
shares
|
$65
0.0% of portfolio
|
Q1 2024
Reduced 99.06%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|