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 159 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 $739 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
1,857,193
shares
|
$127 Million
0.36% of portfolio
|
Q1 2025
Added 40.47%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
864,229
shares
|
$59.3 Million
0.79% of portfolio
|
Q1 2025
Added 10.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
824,834
shares
|
$56.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
810,644
shares
|
$55.6 Million
0.0% of portfolio
|
Q1 2025
Added 26.71%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
480,240
shares
|
$33 Million
0.04% of portfolio
|
Q1 2025
Reduced 47.06%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
336,812
shares
|
$23.1 Million
0.35% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
315,842
shares
|
$21.7 Million
0.05% of portfolio
|
Q1 2025
Added 777.83%
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
303,818
shares
|
$20.9 Million
4.82% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
302,391
shares
|
$20.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.91%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
294,482
shares
|
$20.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.81%
|
|
|
Gen Wealth Group, Inc.
|
Apr 10, 2025 Q1 2025 |
292,599
shares
|
$20.1 Million
4.6% of portfolio
|
Q1 2025
Added 29.35%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
249,294
shares
|
$17.1 Million
0.41% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
178,016
shares
|
$12.2 Million
0.91% of portfolio
|
Q1 2025
Added 23.84%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
145,654
shares
|
$10 Million
0.1% of portfolio
|
Q1 2025
Added 3639.51%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
145,063
shares
|
$9.96 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.15%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
138,070
shares
|
$9.48 Million
3.03% of portfolio
|
Q1 2025
New holding
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
125,161
shares
|
$8.59 Million
0.13% of portfolio
|
Q1 2025
Reduced 39.32%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
111,419
shares
|
$7.65 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
105,496
shares
|
$7.24 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
101,944
shares
|
$7 Million
0.6% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
101,836
shares
|
$6.99 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
96,209
shares
|
$6.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.44%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
96,204
shares
|
$6.6 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
95,793
shares
|
$6.58 Million
1.08% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
95,284
shares
|
$6.54 Million
11.35% of portfolio
|
Q4 2024
Reduced 17.66%
|