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 147 institutions that hold shares in the stock, with a total of 9.3 Million shares, which have been reported (via 13F filing form) to have a value of $676 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,111,348
shares
|
$80.9 Million
0.04% of portfolio
|
Q3 2024
Added 70.16%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,034,748
shares
|
$75.4 Million
0.01% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
1,022,078
shares
|
$74.4 Million
0.37% of portfolio
|
Q3 2024
Added 28.64%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
566,385
shares
|
$41.2 Million
0.0% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
455,702
shares
|
$33.2 Million
0.04% of portfolio
|
Q3 2024
Added 40.28%
|
|
|
Horizon Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
346,939
shares
|
$25.3 Million
5.71% of portfolio
|
Q3 2024
New holding
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
282,003
shares
|
$20.5 Million
5.68% of portfolio
|
Q3 2024
Added 34.97%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
221,468
shares
|
$16.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
Gen Wealth Group, Inc.
|
Oct 11, 2024 Q3 2024 |
208,956
shares
|
$15.2 Million
3.99% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
203,043
shares
|
$14.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
166,730
shares
|
$12.1 Million
0.77% of portfolio
|
Q3 2024
Added 44.77%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
165,830
shares
|
$12.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
155,542
shares
|
$11.3 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
151,997
shares
|
$11.1 Million
0.03% of portfolio
|
Q3 2024
Added 15.22%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
143,923
shares
|
$10.5 Million
0.12% of portfolio
|
Q3 2024
Added 91.96%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
143,205
shares
|
$10.4 Million
0.88% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
141,021
shares
|
$10.3 Million
0.03% of portfolio
|
Q3 2024
Added 442.05%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
140,689
shares
|
$10.2 Million
0.78% of portfolio
|
Q3 2024
Reduced 10.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
122,224
shares
|
$8.9 Million
0.0% of portfolio
|
Q3 2024
Added 31.86%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
118,828
shares
|
$8.65 Million
2.06% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
116,573
shares
|
$8.49 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.47%
|
|
|
Atlas Financial Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
115,723
shares
|
$8.43 Million
15.74% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
115,655
shares
|
$8.42 Million
2.73% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
104,268
shares
|
$7.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 68.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
92,307
shares
|
$6.72 Million
0.36% of portfolio
|
Q2 2020
Added 22.68%
|