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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
333
shares
|
$21,848
0.0% of portfolio
|
Q3 2024
Added 15.22%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
275
shares
|
$18,042
0.01% of portfolio
|
Q1 2025
Added 918.52%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
210
shares
|
$13,778
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
203
shares
|
$13,318
0.0% of portfolio
|
Q1 2025
Reduced 74.75%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
202
shares
|
$13,253
0.0% of portfolio
|
Q1 2025
Reduced 51.44%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
200
shares
|
$13,122
0.0% of portfolio
|
Q2 2025
Reduced 49.87%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
176
shares
|
$11,547
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
150
shares
|
$9,841
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
135
shares
|
$8,857
0.0% of portfolio
|
Q1 2025
Added 164.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
126
shares
|
$8,266
0.0% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
126
shares
|
$8,266
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
100
shares
|
$6,561
0.0% of portfolio
|
Q4 2022
Reduced 55.56%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
100
shares
|
$6,561
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
71
shares
|
$4,658
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
67
shares
|
$4,395
0.0% of portfolio
|
Q4 2024
Added 378.57%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
66
shares
|
$4,330
0.0% of portfolio
|
Q1 2025
Reduced 30.53%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
65
shares
|
$4,264
0.0% of portfolio
|
Q1 2025
Reduced 9.72%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
47
shares
|
$3,083
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
40
shares
|
$2,624
0.0% of portfolio
|
Q4 2024
Reduced 95.4%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
37
shares
|
$2,427
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
27
shares
|
$1,771
0.0% of portfolio
|
Q4 2024
Reduced 87.02%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
25
shares
|
$1,640
0.0% of portfolio
|
Q1 2025
Reduced 91.83%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
25
shares
|
$1,640
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
21
shares
|
$1,377
0.0% of portfolio
|
Q2 2024
Added 5.0%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
18
shares
|
$1,180
0.0% of portfolio
|
Q4 2024
New holding
|