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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
$67.56 +0.24 (+0.36%)
As of 01:58 PM 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)
14
Total
Institutional Inflows
(last 12 months)
$28.42M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$12.03M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/1/2025 Confluence 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%
1/2/2025 Confluence 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%
1/19/2024 AdvisorNet 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%
8/4/2023 Parallel Advisors LLC450$41K0.0%N/A0.004%
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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%
7/14/2023 AdvisorNet 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%
2/2/2023 Intellectus 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%
1/4/2023 Confluence 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%
10/14/2022 GenWealth 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%
7/28/2022 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%
2/16/2022Flow 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%
11/15/2021Flow Traders U.S. LLC18,010$2.62M0.1%-59.1%0.715%
11/12/2021OLD Mission Capital LLC6,437$937K0.0%N/A0.255%
11/4/2021Almanack 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%
8/24/2021Flow 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%
5/18/2021Flow Traders U.S. LLC18,131$2.39M0.1%N/A0.782%
5/6/2021Sigma Planning Corp1,813$239K0.0%N/A0.078%
4/26/2021 GenWealth Group Inc.96,411$12.72M4.0%+24.3%3.826%
(Data available from 1/1/2016 forward)

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ZROZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ZROZ shares?

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), 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 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 19 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 ($36.54K), Okabena Investment Services Inc. ($28.92K), 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 565,157 shares in the last 24 months. This purchase volume represents approximately $41.53M in transactions.

Which PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund major shareholders have been selling company stock?

Of the 13 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 187,486 shares in the last 24 months. This volume of shares sold represents approximately $13.74M in transactions.


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This page (NYSEARCA:ZROZ) was last updated on 4/16/2025 by MarketBeat.com Staff
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