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

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$71.41

-1.84 (-2.51%)

(As of 04/15/2024 ET)

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Stock Analysis Chart Dividend Headlines Holdings Ownership

Number of Institutional Buyers (last 12 months): 12
Total Institutional Inflows (last 12 months): $15.74M

Number of Institutional Sellers (last 12 months): 7
Total Institutional Outflows (last 12 months): $6.44M

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ZROZ Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/3/2024	Timber Creek Capital Management LLC	72,562	$5.75M	1.8%	+0.6%	0.703%
2/15/2024	Ashford Capital Management Inc.	18,694	$1.60M	0.2%	-39.5%	0.181%
2/13/2024	Jones Financial Companies Lllp	1,586	$135K	0.0%	N/A	0.015%
2/8/2024	Janney Montgomery Scott LLC	14,622	$1.25M	0.0%	+7.1%	0.142%
1/24/2024	Private Trust Co. NA	2,339	$200K	0.0%	+151.0%	0.023%
1/19/2024	AdvisorNet Financial Inc	510	$44K	0.0%	+142.9%	0.005%
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1/11/2024	Timber Creek Capital Management LLC	72,107	$6.15M	2.1%	N/A	0.699%
1/10/2024	Creative Financial Designs Inc. ADV	12,857	$1.10M	0.1%	N/A	0.125%
11/16/2023	Ashford Capital Management Inc.	30,918	$2.25M	0.3%	+97.5%	0.300%
11/15/2023	Ameriprise Financial Inc.	86,359	$6.28M	0.0%	+4.2%	0.837%
11/14/2023	Ancora Advisors LLC	400	$29K	0.0%	-97.4%	0.004%
11/8/2023	Janney Montgomery Scott LLC	13,652	$993K	0.0%	-12.7%	0.132%
10/18/2023	Private Trust Co. NA	932	$68K	0.0%	+33.0%	0.009%
10/10/2023	FNY Investment Advisers LLC	2,250	$163K	0.1%	+350.0%	0.022%
8/11/2023	JPMorgan Chase & Co.	3,378	$311K	0.0%	+7.7%	0.033%
8/9/2023	Flow Traders U.S. LLC	46,628	$4.29M	0.2%	+1,018.7%	0.452%
8/4/2023	Parallel Advisors LLC	450	$41K	0.0%	N/A	0.004%
7/28/2023	Q3 Asset Management	6,338	$583K	0.3%	-1.8%	0.065%
7/28/2023	Private Trust Co. NA	701	$64K	0.0%	-47.1%	0.007%
7/26/2023	Janney Montgomery Scott LLC	15,644	$1.44M	0.0%	-6.2%	0.160%
7/14/2023	AdvisorNet Financial Inc	300	$28K	0.0%	N/A	0.003%
7/11/2023	FNY Investment Advisers LLC	500	$46K	0.1%	N/A	0.005%
7/7/2023	Savior LLC	22,673	$2.09M	8.5%	-13.2%	0.232%
5/22/2023	Ameriprise Financial Inc.	84,704	$8.11M	0.0%	+39.9%	0.914%
5/18/2023	JPMorgan Chase & Co.	3,136	$300K	0.0%	+18.8%	0.034%
5/16/2023	Ancora Advisors LLC	10,400	$996K	0.0%	-24.6%	0.112%
5/15/2023	Flow Traders U.S. LLC	4,168	$399K	0.0%	-89.4%	0.045%
4/28/2023	Janney Montgomery Scott LLC	16,680	$1.60M	0.0%	+12.9%	0.180%
4/12/2023	Private Trust Co. NA	1,324	$127K	0.0%	+15.2%	0.016%
4/6/2023	Savior LLC	26,117	$2.50M	2.1%	-15.7%	0.312%
3/6/2023	OLD Mission Capital LLC	712	$62K	0.0%	N/A	0.008%
2/17/2023	Coppell Advisory Solutions Corp.	229,550	$20.04M	6.8%	N/A	2.632%
2/15/2023	Main Management LLC	1,000	$87K	0.0%	N/A	0.011%
2/15/2023	Flow Traders U.S. LLC	39,234	$3.43M	0.2%	N/A	0.450%
2/15/2023	Ancora Advisors LLC	13,800	$1.21M	0.0%	+263.2%	0.158%
2/13/2023	JPMorgan Chase & Co.	2,639	$230K	0.0%	+360.6%	0.030%
2/2/2023	Intellectus Partners LLC	4,800	$422K	0.1%	+21.5%	0.055%
2/1/2023	Janney Montgomery Scott LLC	14,770	$1.29M	0.0%	-16.6%	0.169%
1/18/2023	Private Trust Co. NA	1,149	$100K	0.0%	+259.1%	0.013%
1/13/2023	Savior LLC	30,963	$2.70M	2.4%	N/A	0.357%
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1/4/2023	Confluence Investment Management LLC	87,404	$7.63M	0.1%	+1,648.1%	1.428%
11/15/2022	Q3 Asset Management	6,382	$594K	0.4%	N/A	0.104%
10/25/2022	Janney Montgomery Scott LLC	17,719	$1.65M	0.0%	N/A	0.318%
10/17/2022	Private Trust Co. NA	320	$30K	0.0%	N/A	0.006%
10/14/2022	GenWealth Group Inc.	134,645	$12.54M	4.2%	-0.3%	2.484%
8/13/2022	Flow Traders U.S. LLC	37,012	$4.01M	0.2%	+98.8%	0.837%
7/28/2022	GenWealth Group Inc.	135,112	$14.64M	4.7%	+10.8%	3.057%
7/6/2022	Confluence Investment Management LLC	5,000	$542K	0.0%	N/A	0.124%
5/13/2022	Flow Traders U.S. LLC	18,618	$2.47M	0.1%	-6.7%	0.552%
5/10/2022	Sinecera Capital LLC	9,195	$1.22M	1.2%	N/A	0.273%
5/5/2022	GenWealth Group Inc.	121,948	$16.17M	4.5%	+18.7%	3.787%
2/16/2022	Flow Traders U.S. LLC	19,956	$3.04M	0.2%	+10.8%	0.720%
2/10/2022	GenWealth Group Inc.	102,768	$15.65M	4.2%	-7.6%	3.644%
11/15/2021	Flow Traders U.S. LLC	18,010	$2.62M	0.1%	-59.1%	0.715%
11/12/2021	OLD Mission Capital LLC	6,437	$937K	0.0%	N/A	0.255%
11/4/2021	Almanack Investment Partners LLC.	3,873	$564K	0.0%	N/A	0.148%
10/19/2021	GenWealth Group Inc.	111,239	$16.20M	4.8%	+3.4%	4.246%
8/24/2021	Flow Traders U.S. LLC	44,021	$6.39M	0.3%	+142.8%	1.561%
7/26/2021	GenWealth Group Inc.	107,598	$15.62M	4.6%	+11.6%	3.685%
5/18/2021	Flow Traders U.S. LLC	18,131	$2.39M	0.1%	N/A	0.782%
5/6/2021	Sigma Planning Corp	1,813	$239K	0.0%	N/A	0.078%
4/26/2021	GenWealth Group Inc.	96,411	$12.72M	4.0%	+24.3%	3.826%
1/25/2021	Confluence Investment Management LLC	4,897	$800K	0.0%	N/A	0.207%
1/14/2021	GenWealth Group Inc.	77,560	$12.68M	4.2%	+9.1%	3.273%
11/17/2020	BCJ Capital Management LLC	4,337	$742K	0.1%	N/A	0.172%
10/19/2020	GenWealth Group Inc.	71,118	$11.72M	4.2%	+10.3%	2.714%
8/27/2020	WFA of San Diego LLC	3,309	$447K	0.2%	N/A	0.124%
8/18/2020	WFA of San Diego LLC	3,309	$447K	0.1%	N/A	0.134%
8/14/2020	Flow Traders U.S. LLC	14,451	$2.50M	0.2%	N/A	0.597%
8/11/2020	Nvwm LLC	2,822	$488K	0.3%	-15.7%	0.117%
8/11/2020	Roosevelt Investment Group Inc.	65,910	$11.40M	1.1%	N/A	2.724%
8/10/2020	Advisory Services Network LLC	7,810	$1.35M	0.1%	+65.4%	0.323%
7/16/2020	GenWealth Group Inc.	64,479	$11.07M	4.3%	N/A	2.840%
5/12/2020	Solstein Capital LLC	1,040	$182K	0.7%	N/A	0.050%
5/8/2020	Nvwm LLC	3,346	$585K	0.4%	+32.9%	0.162%
4/17/2020	Ellis Investment Partners LLC	2,077	$368K	0.2%	-4.4%	0.114%

(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, 22 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 Coppell Advisory Solutions Corp. ($20.04M), GenWealth Group Inc. ($12.54M), Confluence Investment Management LLC ($7.63M), Ameriprise Financial Inc. ($6.28M), Timber Creek Capital Management LLC ($5.75M), Flow Traders U.S. LLC ($4.29M), and Savior LLC ($2.09M).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 22 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: Coppell Advisory Solutions Corp. ($229.55K), Flow Traders U.S. LLC ($100.09K), Confluence Investment Management LLC ($87.40K), Timber Creek Capital Management LLC ($72.56K), GenWealth Group Inc. ($32.34K), Savior LLC ($30.96K), and Ameriprise Financial Inc. ($27.61K).
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 668,038 shares in the last 24 months. This purchase volume represents approximately $60.48M in transactions.

Which PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund major shareholders have been selling company stock?: The following institutional investors have sold PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund stock in the last 24 months: Flow Traders U.S. LLC ($36.40K), Ancora Advisors LLC ($18.40K), Ashford Capital Management Inc. ($12.22K), Savior LLC ($8.29K), Janney Montgomery Scott LLC ($5.98K), Private Trust Co. NA ($623.00), and GenWealth Group Inc. ($467.00).
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 82,501 shares in the last 24 months. This volume of shares sold represents approximately $7.39M in transactions.

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This page (NYSEARCA:ZROZ) was last updated on 4/16/2024 by MarketBeat.com Staff

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

ZROZ Institutional Buying and Selling by Quarter

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

ZROZ Institutional Ownership - Frequently Asked Questions

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

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

ZROZ Institutional Buying and Selling by Quarter

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

ZROZ Institutional Ownership - Frequently Asked Questions