PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund (ZROZ) Institutional Ownership $62.70 +0.23 (+0.37%) As of 01:07 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund (NYSEARCA:ZROZ)Number ofInstitutional Buyers(last 12 months)16TotalInstitutional Inflows(last 12 months)$29.52MNumber ofInstitutional Sellers(last 12 months)10TotalInstitutional Outflows(last 12 months)$11.10M Get ZROZ Insider Trade Alerts Want to know when executives and insiders are buying or selling PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data ZROZ Institutional Buying and Selling by Quarter PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/15/2025 Okabena Investment Services Inc.31,977$2.29M0.6%+10.6%0.146% 4/29/2025 Bank of New York Mellon Corp2,870$206K0.0%-26.4%0.013% 4/28/2025 Private Trust Co. NA7,917$567K0.1%+353.4%0.035% 4/23/2025 Pinnacle Bancorp Inc.992$71K0.0%N/A0.004% 4/23/2025 E Fund Management Hong Kong Co. Ltd.5,139$368K0.3%N/A0.023% 4/23/2025 EQ Wealth Advisors LLC15,230$1.09M0.8%-5.5%0.067% 4/1/2025 Confluence Investment Management LLC125,161$8.97M0.1%-39.3%0.568% 2/17/2025 Ameriprise Financial Inc.124,051$8.52M0.0%-25.2%0.704% 2/13/2025 Wedbush Securities Inc.21,186$1.45M0.1%-11.7%0.120% 2/12/2025 Okabena Investment Services Inc.28,924$1.99M0.6%N/A0.164% Get the Latest News and Ratings for ZROZ and Related StocksEnter your email address below to receive the latest news and analysts' ratings for PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund and its competitors with MarketBeat's FREE daily newsletter. 2/12/2025 JPMorgan Chase & Co.10,778$740K0.0%+6.7%0.061% 2/10/2025 Creative Financial Designs Inc. ADV101,919$6.99M0.6%+654.3%0.578% 2/10/2025 Hollencrest Capital Management6,902$474K0.0%-20.9%0.039% 2/6/2025 Jones Financial Companies Lllp63,791$4.38M0.0%+59.4%0.362% 2/5/2025 Private Trust Co. NA1,746$120K0.0%-59.0%0.010% 2/4/2025 Bank of New York Mellon Corp3,900$268K0.0%N/A0.022% 1/24/2025 EQ Wealth Advisors LLC16,118$1.11M0.9%N/A0.091% 1/17/2025 Janney Montgomery Scott LLC39,072$2.68M0.0%+622.2%0.222% 1/2/2025 Confluence Investment Management LLC206,281$14.16M0.2%N/A1.171% 12/26/2024 JPMorgan Chase & Co.10,101$833K0.0%-24.0%0.057% 11/15/2024 FSA Wealth Management LLC300$25K0.0%N/A0.002% 11/14/2024 Flow Traders U.S. LLC9,419$776K0.0%-63.6%0.053% 11/13/2024 Private Trust Co. NA4,261$351K0.0%+98.1%0.024% 11/1/2024 Hollencrest Capital Management8,727$719K0.0%-10.9%0.050% 10/28/2024 Creative Financial Designs Inc. ADV13,511$1.11M0.1%-6.8%0.077% 10/23/2024 Great Lakes Retirement Inc.7,465$615K0.1%+65.1%0.042% 8/13/2024 Hollencrest Capital Management9,792$735K0.0%+13.8%0.056% 8/7/2024 Wedbush Securities Inc.17,896$1.34M0.0%+28.3%0.102% 7/18/2024 Timber Creek Capital Management LLC72,943$5.48M1.6%+0.5%0.414% 5/16/2024 Ashford Capital Management Inc.7,477$593K0.1%-60.0%0.042% 5/2/2024 Hollencrest Capital Management8,601$682K0.0%-2.2%0.049% 5/1/2024 Janney Montgomery Scott LLC12,525$993K0.0%-14.3%0.071% 4/3/2024 Timber Creek Capital Management LLC72,562$5.75M1.8%+0.6%0.703% 2/13/2024 Jones Financial Companies Lllp1,586$135K0.0%N/A0.015% 2/8/2024 Janney Montgomery Scott LLC14,622$1.25M0.0%+7.1%0.142% 1/24/2024 Private Trust Co. NA2,339$200K0.0%+151.0%0.023% 1/19/2024 AdvisorNet Financial Inc510$44K0.0%+142.9%0.005% 1/11/2024 Timber Creek Capital Management LLC72,107$6.15M2.1%N/A0.699% 1/10/2024 Creative Financial Designs Inc. ADV12,857$1.10M0.1%N/A0.125% 11/16/2023 Ashford Capital Management Inc.30,918$2.25M0.3%+97.5%0.300% Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)Even though xAI is a private company, tech legend and angel investor Jeff Brown found a way for everyday folks like you… To partner with Elon on what he believes will be the biggest AI project of the century… Starting with as little as $500.Click here to see how you could take a stake in Elon’s private company…11/14/2023 Ancora Advisors LLC400$29K0.0%-97.4%0.004% 11/8/2023 Janney Montgomery Scott LLC13,652$993K0.0%-12.7%0.132% 10/18/2023 Private Trust Co. NA932$68K0.0%+33.0%0.009% 10/10/2023 FNY Investment Advisers LLC2,250$163K0.1%+350.0%0.022% 8/9/2023 Flow Traders U.S. LLC46,628$4.29M0.2%+1,018.7%0.452% 8/4/2023 Parallel Advisors LLC450$41K0.0%N/A0.004% 7/28/2023 Q3 Asset Management6,338$583K0.3%-1.8%0.065% 7/28/2023 Private Trust Co. NA701$64K0.0%-47.1%0.007% 7/26/2023 Janney Montgomery Scott LLC15,644$1.44M0.0%-6.2%0.160% 7/14/2023 AdvisorNet Financial Inc300$28K0.0%N/A0.003% 7/11/2023 FNY Investment Advisers LLC500$46K0.1%N/A0.005% 7/7/2023 Savior LLC22,673$2.09M8.5%-13.2%0.232% 4/28/2023 Janney Montgomery Scott LLC16,680$1.60M0.0%+12.9%0.180% 4/12/2023 Private Trust Co. NA1,324$127K0.0%+15.2%0.016% 4/6/2023 Savior LLC26,117$2.50M2.1%-15.7%0.312% 3/6/2023 OLD Mission Capital LLC712$62K0.0%N/A0.008% 2/17/2023Coppell Advisory Solutions Corp.229,550$20.04M6.8%N/A2.632% 2/2/2023 Intellectus Partners LLC4,800$422K0.1%+21.5%0.055% 2/1/2023 Janney Montgomery Scott LLC14,770$1.29M0.0%-16.6%0.169% 1/18/2023 Private Trust Co. NA1,149$100K0.0%+259.1%0.013% 1/13/2023 Savior LLC30,963$2.70M2.4%N/A0.357% 1/4/2023 Confluence Investment Management LLC87,404$7.63M0.1%+1,648.1%1.428% 11/15/2022 Q3 Asset Management6,382$594K0.4%N/A0.104% 10/25/2022 Janney Montgomery Scott LLC17,719$1.65M0.0%N/A0.318% 10/17/2022 Private Trust Co. NA320$30K0.0%N/A0.006% 10/14/2022 GenWealth Group Inc.134,645$12.54M4.2%-0.3%2.484% 8/13/2022 Flow Traders U.S. LLC37,012$4.01M0.2%+98.8%0.837% 7/28/2022 GenWealth Group Inc.135,112$14.64M4.7%+10.8%3.057% 7/6/2022 Confluence Investment Management LLC5,000$542K0.0%N/A0.124% 5/10/2022Sinecera Capital LLC9,195$1.22M1.2%N/A0.273% 5/5/2022 GenWealth Group Inc.121,948$16.17M4.5%+18.7%3.787% 2/16/2022 Flow Traders U.S. LLC19,956$3.04M0.2%+10.8%0.720% 2/10/2022 GenWealth Group Inc.102,768$15.65M4.2%-7.6%3.644% 11/15/2021 Flow Traders U.S. LLC18,010$2.62M0.1%-59.1%0.715% 11/12/2021 OLD Mission Capital LLC6,437$937K0.0%N/A0.255% 11/4/2021 Almanack Investment Partners LLC.3,873$564K0.0%N/A0.148% 10/19/2021 GenWealth Group Inc.111,239$16.20M4.8%+3.4%4.246% 8/24/2021 Flow Traders U.S. LLC44,021$6.39M0.3%+142.8%1.561% 7/26/2021 GenWealth Group Inc.107,598$15.62M4.6%+11.6%3.685% 5/18/2021 Flow Traders U.S. LLC18,131$2.39M0.1%N/A0.782% 5/6/2021 Sigma Planning Corp1,813$239K0.0%N/A0.078% (Data available from 1/1/2016 forward) ZROZ Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of ZROZ shares? During the previous two years, 25 institutional investors and hedge funds held shares of PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund. The most heavily invested institutionals were Confluence Investment Management LLC ($8.97M), Ameriprise Financial Inc. ($8.52M), Creative Financial Designs Inc. ADV ($6.99M), Timber Creek Capital Management LLC ($5.48M), Jones Financial Companies Lllp ($4.38M), Janney Montgomery Scott LLC ($2.68M), and Okabena Investment Services Inc. ($2.29M).Learn more on ZROZ's institutional investors. Which institutional investors have been buying PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund stock? Of the 21 institutional investors that purchased PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Confluence Investment Management LLC ($206.28K), Creative Financial Designs Inc. ADV ($101.27K), Timber Creek Capital Management LLC ($72.94K), Flow Traders U.S. LLC ($42.46K), Janney Montgomery Scott LLC ($34.63K), Okabena Investment Services Inc. ($31.98K), and Jones Financial Companies Lllp ($25.35K). How much institutional buying is happening at PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund? Institutional investors have bought a total of 578,602 shares in the last 24 months. This purchase volume represents approximately $42.45M in transactions. Which PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund major shareholders have been selling company stock? Of the 15 institutional investors that sold PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Confluence Investment Management LLC ($81.12K), Ameriprise Financial Inc. ($41.78K), Flow Traders U.S. LLC ($16.47K), Ancora Advisors LLC ($15K), Ashford Capital Management Inc. ($11.22K), Janney Montgomery Scott LLC ($5.13K), and Savior LLC ($3.44K). How much institutional selling is happening at PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund? Institutional investors have sold a total of 189,404 shares in the last 24 months. This volume of shares sold represents approximately $13.88M in transactions. 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