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 |
|---|---|---|---|---|---|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
7,819
shares
|
$568,675
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
7,776
shares
|
$565,548
0.19% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
7,465
shares
|
$542,929
0.08% of portfolio
|
Q3 2024
Added 65.08%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
7,413
shares
|
$539,147
0.19% of portfolio
|
Q1 2024
Reduced 25.05%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
7,311
shares
|
$531,729
0.38% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
7,081
shares
|
$515,001
0.17% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
6,908
shares
|
$502,418
0.0% of portfolio
|
Q3 2024
Reduced 44.39%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,894
shares
|
$501,400
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
6,749
shares
|
$490,854
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
6,362
shares
|
$462,708
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
6,258
shares
|
$455,144
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
5,947
shares
|
$432,525
0.0% of portfolio
|
Q3 2024
Reduced 83.06%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
5,711
shares
|
$415,361
0.01% of portfolio
|
Q2 2024
Reduced 4.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,417
shares
|
$393,978
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
5,410
shares
|
$393,469
0.0% of portfolio
|
Q3 2024
Reduced 82.58%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
5,031
shares
|
$365,904
0.2% of portfolio
|
Q3 2024
Reduced 13.17%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
5,000
shares
|
$363,650
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,720
shares
|
$343,285
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
4,624
shares
|
$336,303
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
4,590
shares
|
$333,830
0.25% of portfolio
|
Q3 2024
Added 33.39%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
4,444
shares
|
$323,212
0.0% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
4,317
shares
|
$313,975
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
4,261
shares
|
$309,902
0.04% of portfolio
|
Q3 2024
Added 98.09%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
3,903
shares
|
$283,865
0.13% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
3,750
shares
|
$272,737
0.03% of portfolio
|
Q3 2024
New holding
|