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 153 institutions that hold shares in the stock, with a total of 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $798 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ballew Advisors, Inc
|
Oct 15, 2025 Q3 2025 |
8,704
shares
|
$583,168
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
8,698
shares
|
$582,766
0.43% of portfolio
|
Q3 2025
Added 431.66%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
8,503
shares
|
$569,701
0.0% of portfolio
|
Q3 2025
Reduced 19.23%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
8,015
shares
|
$537,005
0.17% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
7,517
shares
|
$503,639
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
7,413
shares
|
$496,671
0.19% of portfolio
|
Q1 2024
Reduced 25.05%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
7,122
shares
|
$477,174
0.01% of portfolio
|
Q3 2025
Reduced 26.74%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
6,907
shares
|
$462,769
0.04% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,723
shares
|
$450,441
0.07% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
6,717
shares
|
$450,039
0.19% of portfolio
|
Q3 2025
Reduced 26.97%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
6,705
shares
|
$449,235
0.01% of portfolio
|
Q3 2025
Reduced 25.57%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
6,561
shares
|
$439,587
0.01% of portfolio
|
Q3 2025
Reduced 64.32%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
6,455
shares
|
$432,485
0.07% of portfolio
|
Q3 2025
Added 8.27%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
6,444
shares
|
$431,748
0.25% of portfolio
|
Q3 2025
Added 54.83%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
6,362
shares
|
$426,254
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
6,259
shares
|
$419,353
0.0% of portfolio
|
Q3 2025
Reduced 70.99%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
5,205
shares
|
$348,735
0.04% of portfolio
|
Q3 2025
Reduced 5.91%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
5,183
shares
|
$347,261
0.01% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
5,000
shares
|
$335,000
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
4,878
shares
|
$326,826
0.02% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
4,694
shares
|
$314,498
0.02% of portfolio
|
Q3 2025
Added 43.77%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
4,149
shares
|
$277,983
0.0% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Nov 14, 2025 Q3 2025 |
4,085
shares
|
$273,695
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
3,814
shares
|
$255,538
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,792
shares
|
$254,064
0.0% of portfolio
|
Q3 2025
Reduced 21.69%
|
|