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 116 institutions that hold shares in the stock, with a total of 6.74 Million shares, which have been reported (via 13F filing form) to have a value of $506 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
858,778
shares
|
$64.5 Million
0.01% of portfolio
|
Q1 2024
Reduced 15.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
602,224
shares
|
$45.2 Million
0.03% of portfolio
|
Q1 2024
Reduced 28.17%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
515,067
shares
|
$38.7 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.64%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
398,950
shares
|
$30 Million
2.07% of portfolio
|
Q1 2024
New holding
|
|
|
Annex Advisory Services, LLC
|
Apr 12, 2024 Q1 2024 |
396,279
shares
|
$29.8 Million
1.14% of portfolio
|
Q1 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
332,444
shares
|
$25 Million
0.03% of portfolio
|
Q1 2024
Added 16.33%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
May 01, 2024 Q1 2024 |
288,530
shares
|
$21.7 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
281,855
shares
|
$21.2 Million
0.02% of portfolio
|
Q1 2024
Added 40.59%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
224,535
shares
|
$16.9 Million
0.0% of portfolio
|
Q1 2024
Reduced 9.82%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
214,148
shares
|
$16.1 Million
0.03% of portfolio
|
Q1 2024
Reduced 2.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
205,066
shares
|
$15.4 Million
0.0% of portfolio
|
Q1 2024
Reduced 15.1%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
204,403
shares
|
$15.3 Million
0.02% of portfolio
|
Q1 2024
Added 7292.51%
|
|
|
Gen Wealth Group, Inc.
|
Apr 11, 2024 Q1 2024 |
188,040
shares
|
$14.1 Million
3.78% of portfolio
|
Q1 2024
Added 109.85%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
130,590
shares
|
$9.81 Million
0.0% of portfolio
|
Q1 2024
Added 12.12%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 13, 2024 Q1 2024 |
124,255
shares
|
$9.33 Million
0.83% of portfolio
|
Q1 2024
Reduced 9.35%
|
|
|
Atlas Financial Advisors, Inc.
|
May 13, 2024 Q1 2024 |
123,512
shares
|
$9.27 Million
15.68% of portfolio
|
Q1 2024
Reduced 1.07%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
May 01, 2024 Q1 2024 |
118,374
shares
|
$8.89 Million
0.55% of portfolio
|
Q1 2024
Added 41.04%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2024 Q1 2024 |
116,526
shares
|
$8.75 Million
2.94% of portfolio
|
Q1 2024
Added 8.02%
|
|
|
Citizens Business Bank
Ontario, CA |
Apr 17, 2024 Q1 2024 |
115,834
shares
|
$8.7 Million
1.97% of portfolio
|
Q1 2024
Added 3.66%
|
|
|
Krilogy Financial LLC
|
Apr 24, 2024 Q1 2024 |
113,650
shares
|
$8.53 Million
0.72% of portfolio
|
Q1 2024
Reduced 59.29%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
92,307
shares
|
$6.93 Million
0.36% of portfolio
|
Q2 2020
Added 22.68%
|
|
|
Timber Creek Capital Management LLC
|
Apr 03, 2024 Q1 2024 |
72,562
shares
|
$5.45 Million
1.88% of portfolio
|
Q1 2024
Added 0.63%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
69,090
shares
|
$5.19 Million
0.0% of portfolio
|
Q1 2024
Added 108.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
57,351
shares
|
$4.31 Million
0.0% of portfolio
|
Q1 2024
Added 2.27%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 15, 2024 Q1 2024 |
54,124
shares
|
$4.06 Million
0.08% of portfolio
|
Q1 2024
New holding
|
|