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 |
|---|---|---|---|---|---|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
3,488
shares
|
$245,764
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
3,372
shares
|
$237,591
0.01% of portfolio
|
Q4 2024
Added 395.88%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,187
shares
|
$224,556
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
2,900
shares
|
$204,333
0.0% of portfolio
|
Q3 2024
Reduced 25.64%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
2,347
shares
|
$165,369
0.0% of portfolio
|
Q4 2024
Added 204.81%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
2,340
shares
|
$164,876
0.02% of portfolio
|
Q4 2023
Reduced 98.98%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,746
shares
|
$123,023
0.01% of portfolio
|
Q4 2024
Reduced 59.02%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
1,195
shares
|
$84,199
0.0% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,155
shares
|
$81,381
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
900
shares
|
$63,413
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
804
shares
|
$56,649
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
773
shares
|
$54,465
0.05% of portfolio
|
Q4 2024
Reduced 97.41%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
704
shares
|
$49,603
0.01% of portfolio
|
Q4 2024
Reduced 68.03%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
595
shares
|
$41,923
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
535
shares
|
$37,696
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
470
shares
|
$33,116
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
450
shares
|
$31,706
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
440
shares
|
$31,002
0.0% of portfolio
|
Q4 2024
Added 537.68%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
430
shares
|
$30,297
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
416
shares
|
$29,311
0.01% of portfolio
|
Q4 2024
Added 94.39%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
402
shares
|
$28,324
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
399
shares
|
$28,113
0.01% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
333
shares
|
$23,463
0.0% of portfolio
|
Q3 2024
Added 15.22%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
323
shares
|
$22,758
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
312
shares
|
$21,983
0.04% of portfolio
|
Q4 2024
New holding
|