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 154 institutions that hold shares in the stock, with a total of 10.6 Million shares, which have been reported (via 13F filing form) to have a value of $743 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
323
shares
|
$22,629
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
306
shares
|
$21,438
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
298
shares
|
$20,877
0.0% of portfolio
|
Q4 2024
Added 16.86%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
125
shares
|
$8,757
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
100
shares
|
$7,006
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
100
shares
|
$7,006
0.0% of portfolio
|
Q4 2022
Reduced 55.56%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
74
shares
|
$5,184
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
72
shares
|
$5,044
0.0% of portfolio
|
Q2 2024
Added 928.57%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
57
shares
|
$3,993
0.0% of portfolio
|
Q4 2024
Reduced 29.63%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
52
shares
|
$3,643
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
51
shares
|
$3,573
0.0% of portfolio
|
Q3 2023
Reduced 47.96%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
40
shares
|
$2,802
0.0% of portfolio
|
Q4 2024
Reduced 95.4%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
37
shares
|
$2,592
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
27
shares
|
$1,891
0.0% of portfolio
|
Q4 2024
Reduced 87.02%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
27
shares
|
$1,891
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
25
shares
|
$1,751
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
21
shares
|
$1,471
0.0% of portfolio
|
Q2 2024
Added 5.0%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
18
shares
|
$1,261
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
14
shares
|
$980
0.0% of portfolio
|
Q3 2024
Reduced 61.11%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
11
shares
|
$770
0.0% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
1
shares
|
$70
0.0% of portfolio
|
Q1 2024
Reduced 99.06%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|