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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
181
shares
|
$11,859
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
127
shares
|
$8,321
0.0% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
113
shares
|
$7,403
0.0% of portfolio
|
Q2 2025
Reduced 66.27%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
100
shares
|
$6,552
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
100
shares
|
$6,552
0.0% of portfolio
|
Q4 2022
Reduced 55.56%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
89
shares
|
$5,831
0.0% of portfolio
|
Q2 2025
Added 34.85%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
65
shares
|
$4,258
0.0% of portfolio
|
Q1 2025
Reduced 9.72%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
62
shares
|
$4,062
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
52
shares
|
$3,407
0.0% of portfolio
|
Q2 2025
Added 92.59%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
51
shares
|
$3,341
0.0% of portfolio
|
Q2 2025
Reduced 62.22%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
47
shares
|
$3,079
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
47
shares
|
$3,079
0.0% of portfolio
|
Q2 2025
Added 27.03%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
45
shares
|
$2,948
0.0% of portfolio
|
Q2 2025
Reduced 83.64%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
41
shares
|
$2,686
0.0% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
33
shares
|
$2,162
0.0% of portfolio
|
Q2 2025
Added 32.0%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
25
shares
|
$1,638
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
21
shares
|
$1,375
0.0% of portfolio
|
Q2 2024
Added 5.0%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
2
shares
|
$131
0.0% of portfolio
|
Q1 2025
Reduced 99.36%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|