Purchases and Sales Made in Q3 2025 in 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) during Q3 2025. The information is specifically focused on institutions that hold shares of PIMCO ETF TR 25+ YR ZERO CPN U.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
739KNew |
$46.2M - $51.1M
|
739K
$49.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
119K+ 11.47% |
$7.42M - $8.2M
|
1.15M
$77.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
101KNew |
$6.3M - $6.96M
|
101K
$6.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
100KNew |
$6.26M - $6.91M
|
100K
$6.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
89.7K+ 164.26% |
$5.61M - $6.2M
|
144K
$9.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
88.6K+ 176.96% |
$5.54M - $6.12M
|
139K
$9.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
69.2K+ 289.62% |
$4.33M - $4.78M
|
93.1K
$6.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Nearwater Capital Markets, LTD
New York, NY |
BUY
|
- |
62.7KNew |
$3.92M - $4.33M
|
62.7K
$4.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
58.4K+ 654.14% |
$3.65M - $4.04M
|
67.3K
$4.51M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
56.1KNew |
$3.51M - $3.88M
|
56.1K
$3.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
54.9K+ 18.46% |
$3.44M - $3.8M
|
353K
$23.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
53.8K+ 27.75% |
$3.37M - $3.72M
|
248K
$16.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
45.5K+ 159.95% |
$2.85M - $3.15M
|
74K
$4.96M
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
38K+ 8.77% |
$2.38M - $2.63M
|
472K
$31.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
30.6K+ 10.38% |
$1.92M - $2.12M
|
326K
$21.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
22.5KNew |
$1.41M - $1.56M
|
22.5K
$1.51M
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
19.6KNew |
$1.23M - $1.36M
|
19.6K
$1.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.6K+ 100.18% |
$1.16M - $1.28M
|
37.1K
$2.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
18.4KNew |
$1.15M - $1.27M
|
18.4K
$1.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
15.4K+ 231.36% |
$966K - $1.07M
|
22.1K
$1.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.5K+ 15.28% |
$844K - $932K
|
102K
$6.82M
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
11.3K+ 1043.42% |
$710K - $784K
|
12.4K
$833K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.1K+ 9.67% |
$630K - $696K
|
114K
$7.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
8.7KNew |
$545K - $602K
|
8.7K
$583K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.11K+ 1.71% |
$507K - $560K
|
482K
$32.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.73K+ 84.0% |
$484K - $534K
|
16.9K
$1.13M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.52KNew |
$470K - $520K
|
7.52K
$504K
|
|
|
Nov 14, 2025
Q3 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7.06K+ 431.66% |
$442K - $488K
|
8.7K
$583K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.63K+ 15.38% |
$415K - $458K
|
49.7K
$3.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.36KNew |
$398K - $440K
|
6.36K
$426K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.86K+ 16.43% |
$367K - $405K
|
41.5K
$2.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
4.09KNew |
$256K - $282K
|
4.09K
$274K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.25K+ 4.03% |
$203K - $225K
|
83.9K
$5.62M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.99KNew |
$187K - $207K
|
2.99K
$200K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.79K+ 2.31% |
$174K - $193K
|
123K
$8.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.54K+ 34.14% |
$159K - $175K
|
9.97K
$668K
|
|
|
Nov 14, 2025
Q3 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
2.28K+ 54.83% |
$143K - $158K
|
6.44K
$432K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.98K+ 2.32% |
$124K - $137K
|
87.5K
$5.86M
|
|
|
Nov 05, 2025
Q3 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.98K+ 6.22% |
$124K - $137K
|
33.8K
$2.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.84K+ 2.76% |
$115K - $127K
|
68.5K
$4.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.65K+ 3517.02% |
$103K - $114K
|
1.7K
$114K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.43K+ 43.77% |
$89.4K - $98.8K
|
4.69K
$314K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.42K+ 6.13% |
$89.1K - $98.4K
|
24.6K
$1.65M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.33K+ 11.53% |
$83.5K - $92.2K
|
12.9K
$865K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.26K+ 1.45% |
$78.7K - $86.9K
|
87.8K
$5.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
1.05K+ 3.69% |
$65.6K - $72.4K
|
29.5K
$1.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
1.01KNew |
$63.4K - $70.1K
|
1.01K
$67.9K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
714+ 0.69% |
$44.7K - $49.4K
|
104K
$6.97M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
596+ 1.56% |
$37.3K - $41.2K
|
38.8K
$2.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
493+ 8.27% |
$30.8K - $34.1K
|
6.46K
$432K
|
|