PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund (ZROZ) Institutional Ownership $66.12 +1.36 (+2.10%) As of 06/12/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipShort InterestBuy 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% Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. Millions of investors are blindsided as stocks plunge… but this is only Phase 1. If you're still holding the wrong assets, you could lose 30% or more in the coming weeks.Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow11/14/2023 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% (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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