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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
$58.08 -0.60 (-1.01%)
As of 10:24 AM Eastern
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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)
9
Total
Institutional Inflows
(last 12 months)
$9.49M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.87M
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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
5/7/2026Hollencrest Capital Management1,012$65K0.0%-56.9%0.005%
4/22/2026 Janney Montgomery Scott LLC44,968$2.88M0.0%+2.7%0.206%
3/2/2026Sankala Group LLC8,483$580K0.5%N/A0.036%
2/17/2026Abound 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%
11/17/2025Ameriprise Financial Inc.85,573$5.82M0.0%-16.0%0.341%
11/13/2025BNP 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%
11/4/2025Jones Financial Companies Lllp87,817$5.92M0.0%+1.5%0.350%
11/3/2025Hollencrest Capital Management2,341$159K0.0%-56.5%0.009%
10/15/2025 Private Trust Co. NA6,907$469K0.0%-6.7%0.027%
8/18/2025Hollencrest Capital Management5,379$361K0.0%-22.1%0.024%
8/15/2025Ameriprise 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%
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%
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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%
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%
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7/6/2022Confluence Investment Management LLC5,000$542K0.0%N/A0.124%


ZROZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 23 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 20 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 144,788 shares in the last 24 months. This purchase volume represents approximately $9.49M 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 ($5.90K), 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 27,690 shares in the last 24 months. This volume of shares sold represents approximately $1.87M in transactions.


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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 5/7/2026. New 13F filings are added each quarter as they're published.
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