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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,715
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 76.44%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Oct 17, 2024 Q3 2024 |
27,544
shares
|
$2 Million
1.2% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
23,990
shares
|
$1.74 Million
0.07% of portfolio
|
Q3 2024
Added 34.05%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
21,316
shares
|
$1.55 Million
1.31% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
20,851
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
19,755
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 02, 2024 Q3 2024 |
17,639
shares
|
$1.28 Million
0.91% of portfolio
|
Q3 2024
Reduced 42.03%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
15,225
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
14,552
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.17%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
14,539
shares
|
$1.06 Million
1.46% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
13,511
shares
|
$982,655
0.1% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,100
shares
|
$952,763
0.0% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
12,562
shares
|
$913,634
0.0% of portfolio
|
Q3 2024
Added 505.11%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
12,342
shares
|
$897,633
0.0% of portfolio
|
Q3 2024
Added 207.7%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 09, 2024 Q2 2024 |
12,142
shares
|
$883,087
0.33% of portfolio
|
Q2 2024
Added 9.09%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
11,589
shares
|
$842,867
0.19% of portfolio
|
Q3 2024
Added 12.08%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
11,030
shares
|
$802,211
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
10,101
shares
|
$734,645
0.0% of portfolio
|
Q3 2024
Reduced 24.04%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,419
shares
|
$685,043
0.04% of portfolio
|
Q3 2024
Reduced 63.62%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
9,314
shares
|
$677,407
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
9,287
shares
|
$675,443
0.0% of portfolio
|
Q3 2024
Reduced 39.68%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
9,062
shares
|
$659,079
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
8,727
shares
|
$634,714
0.03% of portfolio
|
Q3 2024
Reduced 10.88%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
8,632
shares
|
$627,805
0.01% of portfolio
|
Q3 2024
Added 124.21%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
8,418
shares
|
$612,241
0.47% of portfolio
|
Q3 2024
Reduced 6.04%
|