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 160 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $688 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
4,190
shares
|
$274,905
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
4,149
shares
|
$272,215
0.0% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
4,102
shares
|
$269,132
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
4,081
shares
|
$267,754
0.08% of portfolio
|
Q1 2025
Reduced 70.39%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Apr 14, 2025 Q1 2025 |
3,748
shares
|
$245,906
0.24% of portfolio
|
Q1 2025
Reduced 92.53%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
3,725
shares
|
$244,397
0.0% of portfolio
|
Q1 2025
Reduced 10.86%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
3,531
shares
|
$231,668
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
3,523
shares
|
$231,144
0.14% of portfolio
|
Q1 2025
Reduced 97.77%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
3,500
shares
|
$229,635
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
3,457
shares
|
$226,813
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
3,200
shares
|
$209,952
0.0% of portfolio
|
Q1 2025
Reduced 23.13%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,187
shares
|
$209,099
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
2,910
shares
|
$190,925
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
2,893
shares
|
$189,809
0.14% of portfolio
|
Q1 2025
Reduced 41.34%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,840
shares
|
$186,332
0.0% of portfolio
|
Q1 2025
Reduced 56.63%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,363
shares
|
$155,036
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1,672
shares
|
$109,699
0.0% of portfolio
|
Q1 2025
Added 39.92%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
1,500
shares
|
$98,415
0.0% of portfolio
|
Q1 2025
Reduced 48.28%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,155
shares
|
$75,779
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,000
shares
|
$65,610
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
992
shares
|
$65,085
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
500
shares
|
$32,805
0.01% of portfolio
|
Q1 2025
Reduced 28.98%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
430
shares
|
$28,212
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
358
shares
|
$23,488
0.0% of portfolio
|
Q1 2025
Reduced 98.6%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
335
shares
|
$21,979
0.0% of portfolio
|
Q1 2025
Added 3.72%
|