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 |
|---|---|---|---|---|---|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
207
shares
|
$13,869
0.0% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
200
shares
|
$13,400
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
200
shares
|
$13,400
0.0% of portfolio
|
Q2 2025
Reduced 49.87%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
152
shares
|
$10,184
0.0% of portfolio
|
Q3 2025
Added 34.51%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
127
shares
|
$8,509
0.0% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
100
shares
|
$6,700
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
100
shares
|
$6,700
0.0% of portfolio
|
Q4 2022
Reduced 55.56%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
75
shares
|
$5,025
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
62
shares
|
$4,154
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
52
shares
|
$3,484
0.0% of portfolio
|
Q2 2025
Added 92.59%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
51
shares
|
$3,417
0.0% of portfolio
|
Q2 2025
Reduced 62.22%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
46
shares
|
$3,082
0.0% of portfolio
|
Q3 2025
Added 64.29%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
45
shares
|
$3,015
0.0% of portfolio
|
Q2 2025
Reduced 83.64%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
41
shares
|
$2,747
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
25
shares
|
$1,675
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
3
shares
|
$201
0.0% of portfolio
|
Q3 2025
Reduced 98.52%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1
shares
|
$67
0.0% of portfolio
|
Q3 2025
Reduced 95.24%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|