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 136 institutions that hold shares in the stock, with a total of 8.35 Million shares, which have been reported (via 13F filing form) to have a value of $624 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,026,167
shares
|
$77.1 Million
0.01% of portfolio
|
Q2 2024
Added 19.49%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
1,022,078
shares
|
$76.8 Million
0.37% of portfolio
|
Q3 2024
Added 28.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
653,123
shares
|
$49.1 Million
0.02% of portfolio
|
Q2 2024
Added 8.45%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
546,447
shares
|
$41.1 Million
0.0% of portfolio
|
Q2 2024
Added 6.09%
|
|
|
Horizon Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
346,939
shares
|
$26.1 Million
5.71% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
328,443
shares
|
$24.7 Million
0.01% of portfolio
|
Q2 2024
Added 511.33%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
324,861
shares
|
$24.4 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
240,599
shares
|
$18.1 Million
0.0% of portfolio
|
Q2 2024
Added 17.33%
|
|
|
Gen Wealth Group, Inc.
|
Oct 11, 2024 Q3 2024 |
208,956
shares
|
$15.7 Million
3.99% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Carrera Capital Advisors
Troy, MI |
Aug 27, 2024 Q2 2024 |
208,935
shares
|
$15.7 Million
5.13% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
208,318
shares
|
$15.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.22%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 28, 2024 Q2 2024 |
175,480
shares
|
$13.2 Million
0.36% of portfolio
|
Q2 2024
Added 601.02%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
167,602
shares
|
$12.6 Million
0.0% of portfolio
|
Q2 2024
Added 28.34%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
166,730
shares
|
$12.5 Million
0.77% of portfolio
|
Q3 2024
Added 44.77%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 12, 2024 Q2 2024 |
157,317
shares
|
$11.8 Million
0.87% of portfolio
|
Q2 2024
Added 26.61%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
155,542
shares
|
$11.7 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
151,997
shares
|
$11.4 Million
0.03% of portfolio
|
Q3 2024
Added 15.22%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
143,205
shares
|
$10.8 Million
0.88% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Citizens Business Bank
Ontario, CA |
Aug 02, 2024 Q2 2024 |
118,828
shares
|
$8.93 Million
1.94% of portfolio
|
Q2 2024
Added 2.58%
|
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2024 Q2 2024 |
116,773
shares
|
$8.78 Million
2.62% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
116,573
shares
|
$8.76 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.47%
|
|
|
Atlas Financial Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
115,723
shares
|
$8.7 Million
15.74% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
92,689
shares
|
$6.97 Million
0.0% of portfolio
|
Q2 2024
Added 61.62%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
92,307
shares
|
$6.94 Million
0.36% of portfolio
|
Q2 2020
Added 22.68%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
80,669
shares
|
$6.06 Million
0.01% of portfolio
|
Q2 2024
Reduced 71.38%
|