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 |
|---|---|---|---|---|---|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
8,418
shares
|
$593,132
0.47% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
8,270
shares
|
$582,704
0.21% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,542
shares
|
$531,409
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
7,413
shares
|
$522,319
0.19% of portfolio
|
Q1 2024
Reduced 25.05%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
7,253
shares
|
$511,046
0.07% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
7,180
shares
|
$505,902
0.01% of portfolio
|
Q4 2024
Reduced 20.77%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
6,902
shares
|
$486,314
0.02% of portfolio
|
Q4 2024
Reduced 20.91%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,549
shares
|
$461,442
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
6,481
shares
|
$456,651
0.18% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
6,371
shares
|
$448,900
0.0% of portfolio
|
Q4 2024
Added 17.61%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
6,365
shares
|
$448,477
0.05% of portfolio
|
Q4 2024
Added 47.44%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
5,711
shares
|
$402,397
0.0% of portfolio
|
Q2 2024
Reduced 4.19%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
5,434
shares
|
$382,879
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
5,323
shares
|
$375,058
0.06% of portfolio
|
Q4 2024
Added 65.36%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
5,000
shares
|
$352,299
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
4,982
shares
|
$351,031
0.34% of portfolio
|
Q4 2024
Added 7.74%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
4,670
shares
|
$329,048
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
4,650
shares
|
$327,639
0.04% of portfolio
|
Q4 2024
Added 24.0%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
4,486
shares
|
$316,083
0.05% of portfolio
|
Q4 2024
Reduced 98.71%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
4,439
shares
|
$312,771
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
4,179
shares
|
$294,452
0.0% of portfolio
|
Q4 2024
Reduced 39.5%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
4,163
shares
|
$293,324
0.01% of portfolio
|
Q4 2024
Added 18.94%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
4,149
shares
|
$292,338
0.0% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
3,903
shares
|
$275,005
0.13% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
3,895
shares
|
$274,441
0.0% of portfolio
|
Q4 2024
Reduced 17.48%
|