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 153 institutions that hold shares in the stock, with a total of 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $798 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
2,541,528
shares
|
$170 Million
0.56% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,153,351
shares
|
$77.3 Million
0.01% of portfolio
|
Q3 2025
Added 11.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
796,951
shares
|
$53.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
738,738
shares
|
$49.5 Million
1.43% of portfolio
|
Q3 2025
New holding
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
598,288
shares
|
$40.1 Million
0.47% of portfolio
|
Q2 2025
Reduced 30.77%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
481,648
shares
|
$32.3 Million
0.01% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
471,938
shares
|
$31.6 Million
0.59% of portfolio
|
Q3 2025
Added 8.77%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
352,554
shares
|
$23.6 Million
2.84% of portfolio
|
Q3 2025
Added 18.46%
|
|
|
Gen Wealth Group, Inc.
|
Nov 14, 2025 Q3 2025 |
325,993
shares
|
$21.8 Million
4.16% of portfolio
|
Q3 2025
Added 10.38%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
247,670
shares
|
$16.6 Million
0.7% of portfolio
|
Q3 2025
Added 27.75%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
243,398
shares
|
$16.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
201,458
shares
|
$13.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
149,734
shares
|
$10 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Paragon Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
144,310
shares
|
$9.67 Million
2.95% of portfolio
|
Q3 2025
Added 164.26%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
141,664
shares
|
$9.49 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
138,669
shares
|
$9.29 Million
0.0% of portfolio
|
Q3 2025
Added 176.96%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
123,342
shares
|
$8.26 Million
0.61% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
114,195
shares
|
$7.65 Million
0.01% of portfolio
|
Q3 2025
Added 9.67%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 20, 2025 Q3 2025 |
106,621
shares
|
$7.14 Million
3.24% of portfolio
|
Q3 2025
Reduced 13.98%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
104,102
shares
|
$6.97 Million
0.41% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
101,762
shares
|
$6.82 Million
0.0% of portfolio
|
Q3 2025
Added 15.28%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
100,717
shares
|
$6.75 Million
1.56% of portfolio
|
Q3 2025
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
100,000
shares
|
$6.7 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
95,284
shares
|
$6.38 Million
11.35% of portfolio
|
Q4 2024
Reduced 17.66%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
93,100
shares
|
$6.24 Million
0.19% of portfolio
|
Q3 2025
Added 289.62%
|
|