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 152 institutions that hold shares in the stock, with a total of 10.8 Million shares, which have been reported (via 13F filing form) to have a value of $759 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
1,322,149
shares
|
$93.2 Million
0.38% of portfolio
|
Q4 2024
Added 29.36%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
907,115
shares
|
$63.9 Million
0.07% of portfolio
|
Q4 2024
Added 99.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
862,921
shares
|
$60.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 22.35%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
781,150
shares
|
$55 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
639,748
shares
|
$45.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 38.17%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
505,170
shares
|
$35.6 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
377,563
shares
|
$26.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 33.34%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
349,777
shares
|
$24.6 Million
0.01% of portfolio
|
Q4 2024
Added 235.46%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
315,842
shares
|
$22.3 Million
0.05% of portfolio
|
Q1 2025
Added 777.83%
|
|
|
Gen Wealth Group, Inc.
|
Apr 10, 2025 Q1 2025 |
292,599
shares
|
$20.6 Million
4.6% of portfolio
|
Q1 2025
Added 29.35%
|
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
281,111
shares
|
$19.8 Million
4.57% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
252,508
shares
|
$17.8 Million
0.4% of portfolio
|
Q4 2024
Added 728.71%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
237,487
shares
|
$16.7 Million
0.0% of portfolio
|
Q4 2024
Added 246.09%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
179,851
shares
|
$12.7 Million
0.0% of portfolio
|
Q4 2024
Added 1331.71%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
178,016
shares
|
$12.5 Million
0.91% of portfolio
|
Q1 2025
Added 23.84%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
165,129
shares
|
$11.6 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
149,762
shares
|
$10.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 32.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
149,246
shares
|
$10.5 Million
0.03% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
145,824
shares
|
$10.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 28.18%
|
|
|
Goodman Advisory Group, LLC
|
Feb 13, 2025 Q4 2024 |
127,207
shares
|
$8.96 Million
2.59% of portfolio
|
Q4 2024
Added 9.99%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
125,161
shares
|
$8.82 Million
0.13% of portfolio
|
Q1 2025
Reduced 39.32%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
124,315
shares
|
$8.76 Million
0.08% of portfolio
|
Q4 2024
Reduced 13.62%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
124,051
shares
|
$8.74 Million
0.0% of portfolio
|
Q4 2024
Reduced 25.19%
|
|
|
Atlas Financial Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
115,723
shares
|
$8.15 Million
15.74% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
114,401
shares
|
$8.06 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.86%
|