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 136 institutions that hold shares in the stock, with a total of 8.35 Million shares, which have been reported (via 13F filing form) to have a value of $628 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
821
shares
|
$61,722
0.01% of portfolio
|
Q2 2024
Added 8.17%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
541
shares
|
$40,672
0.0% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
450
shares
|
$33,831
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
430
shares
|
$32,327
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Aug 15, 2024 Q2 2024 |
399
shares
|
$29,996
0.01% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
368
shares
|
$27,666
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
289
shares
|
$21,727
0.0% of portfolio
|
Q1 2024
Reduced 65.26%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
255
shares
|
$19,170
0.0% of portfolio
|
Q3 2024
Added 286.36%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
240
shares
|
$18,043
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
214
shares
|
$16,088
0.01% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
208
shares
|
$15,637
0.0% of portfolio
|
Q3 2024
Reduced 83.12%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
100
shares
|
$7,518
0.0% of portfolio
|
Q4 2022
Reduced 55.56%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
100
shares
|
$7,518
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
100
shares
|
$7,518
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
81
shares
|
$6,089
0.0% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
72
shares
|
$5,412
0.0% of portfolio
|
Q2 2024
Added 928.57%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
69
shares
|
$5,187
0.0% of portfolio
|
Q3 2024
Reduced 97.8%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 14, 2024 Q2 2024 |
62
shares
|
$4,661
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
62
shares
|
$4,661
0.0% of portfolio
|
Q3 2023
Reduced 84.22%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
51
shares
|
$3,834
0.0% of portfolio
|
Q3 2023
Reduced 47.96%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
36
shares
|
$2,706
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
25
shares
|
$1,879
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
21
shares
|
$1,578
0.0% of portfolio
|
Q2 2024
Added 5.0%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
15
shares
|
$1,127
0.0% of portfolio
|
Q2 2023
Reduced 98.64%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
10
shares
|
$751
0.0% of portfolio
|
Q2 2024
New holding
|