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PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund (ZROZ) Institutional Ownership

PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund logo
$57.97 -0.39 (-0.67%)
As of 08/21/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund (NYSEARCA:ZROZ)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$11.14M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.77M
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ZROZ Institutional Buying and Selling by Quarter

PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/21/2026 Continuum Advisory LLC471$30K0.0%N/A0.002%
8/21/2026 Legacy Financial Advisors Inc.24,729$1.59M0.2%N/A0.114%
8/20/2026 Oarsman Capital Inc.4,149$266K0.0%N/A0.019%
8/20/2026 RPg Family Wealth Advisory LLC2,247$144K0.0%N/A0.010%
5/7/2026 Hollencrest Capital Management1,012$65K0.0%-56.9%0.005%
4/22/2026 Janney Montgomery Scott LLC44,968$2.88M0.0%+2.7%0.206%
3/2/2026 Sankala Group LLC8,483$580K0.5%N/A0.036%
2/17/2026 Abound Financial LLC76,420$4.91M1.1%N/A0.327%
2/13/2026 Consilio Wealth Advisors LLC76,420$4.91M1.4%+7.7%0.327%
2/11/2026 Janney Montgomery Scott LLC43,781$2.81M0.0%-2.8%0.187%
1/1/2026 JPMorgan Chase & Co.16,932$1.15M0.0%-10.1%0.068%
11/17/2025 Ameriprise Financial Inc.85,573$5.82M0.0%-16.0%0.341%
11/13/2025 BNP Paribas Financial Markets41,900$2.85M0.0%N/A0.167%
11/13/2025 Parallel Advisors LLC1,700$116K0.0%+3,517.0%0.007%
11/12/2025 Creative Financial Designs Inc. ADV123,342$8.38M0.6%+2.3%0.492%
11/7/2025 JPMorgan Chase & Co.16,932$1.15M0.0%-10.1%0.068%
11/4/2025 Jones Financial Companies Lllp87,817$5.92M0.0%+1.5%0.350%
11/3/2025 Hollencrest Capital Management2,341$159K0.0%-56.5%0.009%
10/15/2025 Private Trust Co. NA6,907$469K0.0%-6.7%0.027%
8/18/2025 Hollencrest Capital Management5,379$361K0.0%-22.1%0.024%
8/15/2025 Ameriprise Financial Inc.101,814$6.83M0.0%+5.8%0.449%
8/12/2025 JPMorgan Chase & Co.18,825$1.26M0.0%+104.6%0.083%
8/4/2025 Creative Financial Designs Inc. ADV120,555$8.09M0.6%+18.3%0.532%
7/29/2025 Private Trust Co. NA7,402$496K0.0%-6.5%0.033%
7/17/2025 Janney Montgomery Scott LLC66,307$4.45M0.0%+70.1%0.293%
7/11/2025 Farther Finance Advisors LLC2,363$158K0.0%N/A0.010%
5/15/2025Okabena Investment Services Inc.31,977$2.29M0.6%+10.6%0.146%
4/29/2025Bank of New York Mellon Corp2,870$206K0.0%-26.4%0.013%
4/28/2025Private Trust Co. NA7,917$567K0.1%+353.4%0.035%
4/23/2025Pinnacle Bancorp Inc.992$71K0.0%N/A0.004%
4/23/2025E Fund Management Hong Kong Co. Ltd.5,139$368K0.3%N/A0.023%
4/23/2025EQ Wealth Advisors LLC15,230$1.09M0.8%-5.5%0.067%
4/1/2025Confluence Investment Management LLC125,161$8.97M0.1%-39.3%0.568%
2/17/2025Ameriprise Financial Inc.124,051$8.52M0.0%-25.2%0.704%
2/13/2025Wedbush Securities Inc.21,186$1.45M0.1%-11.7%0.120%
2/12/2025Okabena Investment Services Inc.28,924$1.99M0.6%N/A0.164%
2/12/2025JPMorgan Chase & Co.10,778$740K0.0%+6.7%0.061%
2/10/2025Creative Financial Designs Inc. ADV101,919$6.99M0.6%+654.3%0.578%
2/10/2025Hollencrest Capital Management6,902$474K0.0%-20.9%0.039%
2/6/2025Jones Financial Companies Lllp63,791$4.38M0.0%+59.4%0.362%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
2/5/2025Private Trust Co. NA1,746$120K0.0%-59.0%0.010%
2/4/2025Bank of New York Mellon Corp3,900$268K0.0%N/A0.022%
1/24/2025EQ Wealth Advisors LLC16,118$1.11M0.9%N/A0.091%
1/17/2025Janney Montgomery Scott LLC39,072$2.68M0.0%+622.2%0.222%
1/2/2025Confluence Investment Management LLC206,281$14.16M0.2%N/A1.171%
12/26/2024JPMorgan Chase & Co.10,101$833K0.0%-24.0%0.057%
11/15/2024FSA Wealth Management LLC300$25K0.0%N/A0.002%
11/14/2024Flow Traders U.S. LLC9,419$776K0.0%-63.6%0.053%
11/13/2024Private Trust Co. NA4,261$351K0.0%+98.1%0.024%
11/1/2024Hollencrest Capital Management8,727$719K0.0%-10.9%0.050%
10/28/2024Creative Financial Designs Inc. ADV13,511$1.11M0.1%-6.8%0.077%
10/23/2024Great Lakes Retirement Inc.7,465$615K0.1%+65.1%0.042%
8/13/2024Hollencrest Capital Management9,792$735K0.0%+13.8%0.056%
8/7/2024Wedbush Securities Inc.17,896$1.34M0.0%+28.3%0.102%
7/18/2024Timber Creek Capital Management LLC72,943$5.48M1.6%+0.5%0.414%
5/16/2024Ashford Capital Management Inc.7,477$593K0.1%-60.0%0.042%
5/2/2024Hollencrest Capital Management8,601$682K0.0%-2.2%0.049%
5/1/2024Janney Montgomery Scott LLC12,525$993K0.0%-14.3%0.071%
4/3/2024Timber Creek Capital Management LLC72,562$5.75M1.8%+0.6%0.703%
2/13/2024Jones Financial Companies Lllp1,586$135K0.0%N/A0.015%
2/8/2024Janney Montgomery Scott LLC14,622$1.25M0.0%+7.1%0.142%
1/24/2024Private Trust Co. NA2,339$200K0.0%+151.0%0.023%
1/19/2024AdvisorNet Financial Inc510$44K0.0%+142.9%0.005%
1/11/2024Timber Creek Capital Management LLC72,107$6.15M2.1%N/A0.699%
1/10/2024Creative Financial Designs Inc. ADV12,857$1.10M0.1%N/A0.125%
11/16/2023Ashford Capital Management Inc.30,918$2.25M0.3%+97.5%0.300%
11/14/2023Ancora Advisors LLC400$29K0.0%-97.4%0.004%
11/8/2023Janney Montgomery Scott LLC13,652$993K0.0%-12.7%0.132%
10/18/2023Private Trust Co. NA932$68K0.0%+33.0%0.009%
10/10/2023FNY Investment Advisers LLC2,250$163K0.1%+350.0%0.022%
8/9/2023Flow Traders U.S. LLC46,628$4.29M0.2%+1,018.7%0.452%
8/4/2023Parallel Advisors LLC450$41K0.0%N/A0.004%
7/28/2023Q3 Asset Management6,338$583K0.3%-1.8%0.065%
7/28/2023Private Trust Co. NA701$64K0.0%-47.1%0.007%
7/26/2023Janney Montgomery Scott LLC15,644$1.44M0.0%-6.2%0.160%
7/14/2023AdvisorNet Financial Inc300$28K0.0%N/A0.003%
7/11/2023FNY Investment Advisers LLC500$46K0.1%N/A0.005%
7/7/2023Savior LLC22,673$2.09M8.5%-13.2%0.232%
4/28/2023Janney Montgomery Scott LLC16,680$1.60M0.0%+12.9%0.180%
4/12/2023Private Trust Co. NA1,324$127K0.0%+15.2%0.016%
4/6/2023Savior LLC26,117$2.50M2.1%-15.7%0.312%
3/6/2023OLD Mission Capital LLC712$62K0.0%N/A0.008%
2/17/2023Coppell Advisory Solutions Corp.229,550$20.04M6.8%N/A2.632%
2/2/2023Intellectus Partners LLC4,800$422K0.1%+21.5%0.055%
2/1/2023Janney Montgomery Scott LLC14,770$1.29M0.0%-16.6%0.169%
1/18/2023Private Trust Co. NA1,149$100K0.0%+259.1%0.013%
1/13/2023Savior LLC30,963$2.70M2.4%N/A0.357%
1/4/2023Confluence Investment Management LLC87,404$7.63M0.1%+1,648.1%1.428%
11/15/2022Q3 Asset Management6,382$594K0.4%N/A0.104%
10/25/2022Janney Montgomery Scott LLC17,719$1.65M0.0%N/A0.318%
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10/17/2022Private Trust Co. NA320$30K0.0%N/A0.006%
10/14/2022GenWealth Group Inc.134,645$12.54M4.2%-0.3%2.484%
8/13/2022Flow Traders U.S. LLC37,012$4.01M0.2%+98.8%0.837%
7/28/2022GenWealth Group Inc.135,112$14.64M4.7%+10.8%3.057%
7/6/2022Confluence Investment Management LLC5,000$542K0.0%N/A0.124%


ZROZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 27 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), Creative Financial Designs Inc. ADV ($8.38M), Jones Financial Companies Lllp ($5.92M), Ameriprise Financial Inc. ($5.82M), Abound Financial LLC ($4.91M), Consilio Wealth Advisors LLC ($4.91M), and Janney Montgomery Scott LLC ($2.88M).Learn more on PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund's institutional investors.

Of the 24 institutional investors that purchased PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund's 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 ($109.81K), Abound Financial LLC ($76.42K), Janney Montgomery Scott LLC ($62.18K), BNP Paribas Financial Markets ($41.90K), Okabena Investment Services Inc. ($31.98K), and Jones Financial Companies Lllp ($25.02K).

Institutional investors have bought a total of 170,779 shares in the last 24 months. This purchase volume represents approximately $11.14M in transactions.

The following institutional investors have sold PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund stock in the last 24 months: Ameriprise Financial Inc. ($16.24K), Hollencrest Capital Management ($4.37K), JPMorgan Chase & Co. ($3.79K), Janney Montgomery Scott LLC ($1.27K), and Private Trust Co. NA ($495.00).

Institutional investors have sold a total of 26,161 shares in the last 24 months. This volume of shares sold represents approximately $1.77M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:ZROZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/21/2026. New 13F filings are added each quarter as they're published.
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