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 155 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $738 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
92,859
shares
|
$6.54 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
92,307
shares
|
$6.5 Million
0.36% of portfolio
|
Q2 2020
Added 22.68%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jan 13, 2025 Q4 2024 |
91,211
shares
|
$6.43 Million
3.68% of portfolio
|
Q4 2024
Added 417.1%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
84,708
shares
|
$5.97 Million
0.41% of portfolio
|
Q4 2024
Reduced 39.79%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
84,574
shares
|
$5.96 Million
0.0% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
82,844
shares
|
$5.84 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Paragon Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
81,464
shares
|
$5.74 Million
2.2% of portfolio
|
Q4 2024
Added 50.79%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
72,959
shares
|
$5.14 Million
2.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
71,072
shares
|
$5.01 Million
0.02% of portfolio
|
Q4 2024
Added 84.92%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
68,610
shares
|
$4.83 Million
0.0% of portfolio
|
Q4 2024
Reduced 43.87%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
63,791
shares
|
$4.49 Million
0.0% of portfolio
|
Q4 2024
Added 59.36%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
59,589
shares
|
$4.2 Million
0.27% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Feb 11, 2025 Q4 2024 |
59,442
shares
|
$4.19 Million
3.13% of portfolio
|
Q4 2024
New holding
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
50,194
shares
|
$3.54 Million
2.94% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
49,819
shares
|
$3.51 Million
1.4% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
40,952
shares
|
$2.89 Million
0.03% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
39,072
shares
|
$2.75 Million
0.01% of portfolio
|
Q4 2024
Added 622.22%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
36,973
shares
|
$2.61 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
35,980
shares
|
$2.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 76.33%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Feb 10, 2025 Q4 2024 |
34,804
shares
|
$2.45 Million
2.08% of portfolio
|
Q4 2024
Added 63.28%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
30,739
shares
|
$2.17 Million
0.0% of portfolio
|
Q4 2024
Reduced 43.28%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jan 13, 2025 Q4 2024 |
29,844
shares
|
$2.1 Million
1.11% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
28,924
shares
|
$2.04 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,715
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 76.44%
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
28,178
shares
|
$1.99 Million
1.71% of portfolio
|
Q4 2024
Reduced 62.36%
|