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 |
|---|---|---|---|---|---|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
28,174
shares
|
$1.99 Million
0.65% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
23,962
shares
|
$1.69 Million
0.04% of portfolio
|
Q4 2024
Added 57.39%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
21,186
shares
|
$1.49 Million
0.05% of portfolio
|
Q4 2024
Reduced 11.69%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
19,435
shares
|
$1.37 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
16,118
shares
|
$1.14 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
15,987
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Added 72.14%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
14,858
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2024
Reduced 28.74%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
14,566
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
Reduced 76.93%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
14,539
shares
|
$1.02 Million
1.46% of portfolio
|
Q4 2023
New holding
|
|
|
Econ Financial Services Corp
|
Jan 27, 2025 Q4 2024 |
13,800
shares
|
$972,347
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
13,783
shares
|
$971,150
0.26% of portfolio
|
Q4 2024
Added 18.93%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
13,178
shares
|
$928,521
0.32% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,100
shares
|
$923,025
0.0% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
13,045
shares
|
$919,150
0.0% of portfolio
|
Q4 2024
Reduced 10.36%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
12,931
shares
|
$911,118
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
12,255
shares
|
$863,487
0.0% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,400
shares
|
$803,243
0.0% of portfolio
|
Q4 2024
Reduced 30.53%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
11,369
shares
|
$801,059
0.0% of portfolio
|
Q4 2024
Added 91.17%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
10,778
shares
|
$759,417
0.0% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
10,347
shares
|
$729,049
0.01% of portfolio
|
Q4 2024
Added 11.09%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
9,317
shares
|
$656,475
0.2% of portfolio
|
Q4 2024
Reduced 73.97%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
9,254
shares
|
$652,036
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
9,252
shares
|
$651,895
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Delphi Financial Group, Inc.
|
Feb 06, 2025 Q4 2024 |
9,238
shares
|
$650,909
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
8,972
shares
|
$632,167
0.19% of portfolio
|
Q4 2024
Added 26.71%
|