PIMCO 25+ YR Zero CPN US TifZROZETF
13F holders, Q4 2024 (December 31)141holders +8
27new positions
28sold out
1famous investor
$68.73avg. 13F price*
At the end of Q4 2024, 141 institutions reported holding PIMCO 25+ YR Zero CPN US Tif (ZROZ) in their 13F filings, up 8 from Q3 2024. 27 opened new positions and 28 sold out. The largest holders were Mirae Asset Global Investments Co., Ltd. ($91.5M), Stifel Financial Corp. ($62.2M) and LPL Financial LLC ($59.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- PIMCO 25+ YR Zero CPN US Tif
- Filed as
- PIMCO ETF TR (Q4 2024)
- CUSIP
- 72201R882
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $128.2M |
| Exits | 28 | $78.4M |
All 13F filers, Q3 2024 → Q4 2024: 3,805,908 shares bought and 2,778,874 shares sold, net +1,027,034 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 141 holders
| Mirae Asset Global Investments Co., Ltd. | 0.37% | Add +29.4% | 1,322,149 | $91.5M |
| Stifel Financial Corp. | 0.06% | Add +99.1% | 907,115 | $62.2M |
| LPL Financial LLC | 0.02% | Reduce -22.4% | 862,921 | $59.2M |
| Rwa Wealth Partners, LLC | 0.66% | New | 781,150 | $53.6M |
| Bank of America Corp. | 0.00% | Reduce -38.2% | 639,748 | $43.9M |
| Benjamin Edwards Inc. | 0.50% | New | 505,170 | $34.7M |
| Morgan Stanley | 0.00% | Reduce -33.3% | 377,563 | $25.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +235.5% | 349,777 | $24.0M |
| Carrera Capital Advisors | 4.57% | Reduce -0.3% | 281,111 | $19.5M |
| RiverFront Investment Group, LLC | 0.39% | Add +728.7% | 252,508 | $17.3M |
| Jane Street Group, LLC | 0.03% | Add +246.1% | 237,487 | $16.3M |
| GenWealth Group, Inc. | 3.53% | Add +8.3% | 226,202 | $15.5M |
| Confluence Investment Management LLC | 0.20% | New | 206,281 | $14.2M |
| Citadel Advisors | 0.01% | Add +1331.7% | 179,851 | $12.3M |
| Raymond James Financial Inc. | 0.00% | — | 165,130 | $11.3M |
| Byrne Financial Freedom, LLC | 4.83% | — | 158,314 | $10.9M |
| Wells Fargo & Company | 0.00% | Reduce -32.4% | 149,762 | $10.3M |
| Osaic Holdings, Inc. | 0.02% | Add +5.9% | 149,311 | $10.2M |
| UBS Group AG | 0.00% | Reduce -28.2% | 145,824 | $10.0M |
| Krilogy Financial LLC | 0.66% | Add +0.4% | 143,745 | $9.9M |
| Goodman Advisory Group, LLC | 2.57% | Add +10.0% | 127,207 | $8.7M |
| AE Wealth Management LLC | 0.07% | Reduce -13.6% | 124,315 | $8.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -25.2% | 124,051 | $8.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.9% | 114,401 | $7.8M |
| Creative Financial Designs Inc. | 0.57% | Add +654.3% | 101,919 | $7.0M |
| Atlas Financial Advisors, Inc. | 10.21% | Reduce -17.7% | 95,284 | $6.5M |
| CPC Advisors, LLC | 0.87% | New | 92,859 | $6.4M |
| Mid-American Wealth Advisory Group, Inc. | 3.68% | Add +417.1% | 91,211 | $6.3M |
| WCG Wealth Advisors LLC | 0.38% | Reduce -39.8% | 84,708 | $5.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.3% | 84,574 | $5.8M |
| IHT Wealth Management, LLC | 0.18% | Reduce -2.0% | 82,844 | $5.7M |
| Paragon Advisors, LLC | 1.92% | Add +50.8% | 81,464 | $5.6M |
| Valtinson Bruner Financial Planning LLC | 1.75% | New | 72,959 | $5.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +84.9% | 71,072 | $4.9M |
| Royal Bank of Canada | 0.00% | Reduce -43.9% | 68,610 | $4.7M |
| Jones Financial Companies LLLP | 0.00% | Add +59.4% | 63,791 | $4.4M |
| Legacy Private Trust Co. | 0.27% | Reduce -3.7% | 59,589 | $4.1M |
| Arlington Capital Management, Inc. | 2.82% | New | 59,442 | $4.1M |
| Lloyd Advisory Services, LLC. | 1.63% | Reduce -0.2% | 50,194 | $3.4M |
| Consilio Wealth Advisors, LLC | 1.40% | Add +7.0% | 49,819 | $3.4M |
| Rareview Capital LLC | 2.08% | Add +63.3% | 34,804 | $2.9M |
| OneDigital Investment Advisors LLC | 0.03% | Add +5.6% | 40,952 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +622.2% | 39,072 | $2.7M |
| &partners | 0.03% | New | 36,973 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -76.3% | 35,980 | $2.5M |
| Cetera Investment Advisers | 0.00% | Reduce -43.3% | 30,739 | $2.1M |
| CHB Investment Group, LLC | 1.11% | Add +8.3% | 29,844 | $2.0M |
| Okabena Investment Services Inc. | 0.55% | New | 28,924 | $2.0M |
| Crew Capital Management, Ltd | 1.60% | Reduce -62.4% | 28,178 | $1.9M |
| Provident Wealth Management, LLC | 0.65% | Reduce -5.9% | 28,174 | $1.9M |
| Cassaday & Co Wealth Management LLC | 0.04% | Add +57.4% | 23,962 | $1.6M |
| Wedbush Securities Inc. | 0.05% | Reduce -11.7% | 21,186 | $1.5M |
| Mariner, LLC | 0.00% | Reduce -1.6% | 19,435 | $1.3M |
| Eq Wealth Advisors, LLC | 1.06% | — | 16,118 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +72.1% | 15,987 | $1.1M |
| FLP Wealth Management, LLC | 2.67% | — | 15,197 | $1.0M |
| Prospera Financial Services Inc | 0.02% | Reduce -28.7% | 14,858 | $1.0M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -76.9% | 14,566 | $1000K |
| Econ Financial Services Corp | 0.54% | New | 13,800 | $947K |
| B.O.S.S. Retirement Advisors, LLC | 0.26% | Add +18.9% | 13,783 | $946K |
| Bcwm, LLC | 0.32% | — | 13,178 | $904K |
| Blair William & Co. | 0.00% | Reduce -10.4% | 13,045 | $895K |
| Visionary Wealth Advisors | 0.05% | New | 12,931 | $887K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -30.5% | 11,400 | $782K |
| Susquehanna International Group, LLP | 0.00% | Add +91.2% | 11,369 | $780K |
| JPMorgan Chase & Co. | 0.00% | Add +6.7% | 10,778 | $740K |
| Advisory Services Network, LLC | 0.01% | Add +11.1% | 10,347 | $710K |
| LaSalle St. Investment Advisors, LLC | 0.20% | Reduce -74.0% | 9,317 | $639K |
| Atria Investments, Inc | 0.01% | New | 9,254 | $635K |
| Maridea Wealth Management LLC | 0.20% | — | 9,252 | $635K |
| Delphi Financial Group, Inc. | 0.34% | New | 9,238 | $634K |
| Elevated Capital Advisors, LLC | 0.17% | Add +26.7% | 8,972 | $616K |
| Howard Bailey Securities, LLC | 0.21% | Add +5.8% | 8,270 | $568K |
| Corient Private Wealth LP | 0.00% | Reduce -0.7% | 12,255 | $561K |
| Two Sigma Securities, LLC | 0.09% | New | 7,542 | $518K |
| Great Lakes Retirement, Inc. | 0.07% | Reduce -2.8% | 7,253 | $504K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -20.8% | 7,180 | $493K |
| Hollencrest Capital Management | 0.02% | Reduce -20.9% | 6,902 | $474K |
| Wolverine Trading, LLC | 0.01% | New | 6,549 | $459K |
| Swmg, LLC | 0.18% | Reduce -4.0% | 6,481 | $442K |
| HighTower Advisors, LLC | 0.00% | Add +17.6% | 6,371 | $437K |
| Aveo Capital Partners, LLC | 0.05% | Add +47.4% | 6,365 | $437K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 5,711 | $392K |
| Comerica Bank | 0.00% | New | 5,434 | $373K |
| Formidable Asset Management, LLC | 0.06% | Add +65.4% | 5,323 | $365K |
| Authentikos Wealth Advisory, LLC | 0.34% | Add +7.7% | 4,982 | $342K |
| North Ridge Wealth Advisors, Inc. | 0.23% | Reduce -41.4% | 4,932 | $338K |
| Kestra Advisory Services, LLC | 0.00% | New | 4,670 | $320K |
| Stokes Family Office, LLC | 0.03% | Add +24.0% | 4,650 | $319K |
| Horizon Wealth Management, LLC | 0.05% | Reduce -98.7% | 4,486 | $308K |
| Beverly Hills Private Wealth, LLC | 0.06% | New | 4,439 | $305K |
| Private Advisor Group, LLC | 0.00% | Reduce -39.5% | 4,179 | $287K |
| Merit Financial Group, LLC | 0.01% | Add +18.9% | 4,163 | $286K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -6.6% | 4,149 | $285K |
| Bank of New York Mellon Corp | 0.00% | New | 3,900 | $268K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -17.5% | 3,895 | $267K |
| Hoxton Planning & Management, LLC | 0.10% | Reduce -3.0% | 3,787 | $260K |
| Fermata Advisors, LLC | 0.04% | New | 3,488 | $239K |
| GeoWealth Management, LLC | 0.01% | Add +395.9% | 3,372 | $231K |
| Barclays PLC | 0.00% | No change | 2,900 | $199K |
| Coppell Advisory Solutions LLC | 0.02% | No change | 2,340 | $164K |
| Simplex Trading, LLC | 0.00% | Add +204.8% | 2,347 | $161K |
| Private Trust Co. NA | 0.01% | Reduce -59.0% | 1,746 | $120K |
| National Bank of Canada | 0.00% | Reduce -6.9% | 1,195 | $82K |
| Tucker Asset Management LLC | 0.02% | No change | 1,155 | $79K |
| FSA Wealth Management LLC | 0.03% | Add +200.0% | 900 | $62K |
| MAI Capital Management | 0.00% | New | 804 | $55K |
| Delos Wealth Advisors, LLC | 0.04% | Reduce -97.4% | 773 | $53K |
| NFSG Corp | 0.01% | Reduce -68.0% | 704 | $48K |
| Allworth Financial LP | 0.00% | New | 595 | $41K |
| Collier Financial | 0.03% | — | 535 | $37K |
| BlackRock, Inc. | 0.00% | New | 500 | $34K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | — | 470 | $32K |
| Parallel Advisors, LLC | 0.00% | No change | 450 | $31K |
| Cwm, LLC | 0.00% | Add +537.7% | 440 | $30K |
| West Branch Capital LLC | 0.01% | Add +94.4% | 416 | $29K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 402 | $28K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 399 | $27K |
| Parkside Financial Bank & Trust | 0.00% | No change | 333 | $23K |
| TD Private Client Wealth LLC | 0.00% | New | 323 | $22K |
| Capital A Wealth Management, LLC | 0.04% | — | 312 | $21K |
| Transce3nd, LLC | 0.01% | — | 306 | $21K |
| GAMMA Investing LLC | 0.00% | Add +16.9% | 298 | $20K |
| NewEdge Advisors, LLC | 0.00% | No change | 125 | $9K |
| Pacifica Partners Inc. | 0.00% | No change | 100 | $7K |
| Park Square Financial Group, LLC | 0.00% | — | 95 | $7K |
| Quest 10 Wealth Builders, Inc. | 0.01% | — | 74 | $5K |
| Geneos Wealth Management Inc. | 0.00% | No change | 72 | $5K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +378.6% | 67 | $5K |
| Pineridge Advisors LLC | 0.00% | Reduce -29.6% | 57 | $4K |
| Decker Retirement Planning Inc. | 0.00% | — | 52 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 51 | $4K |
| Beacon Capital Management, LLC | 0.00% | Reduce -95.4% | 40 | $3K |
| Signaturefd, LLC | 0.00% | New | 37 | $3K |
| Spire Wealth Management | 0.00% | Reduce -87.0% | 27 | $2K |
| ORG Partners LLC | 0.00% | New | 27 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 21 | $1K |
| US Bancorp \de | 0.00% | New | 18 | $1K |
| Richard W. Paul & Associates, LLC | 0.00% | Add +10.0% | 11 | $769 |
| FMR LLC | 0.00% | Reduce -96.8% | 10 | $684 |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $41 |
"% of holder's portfolio" is ZROZ's weight in each manager's 13F, not the share of PIMCO 25+ YR Zero CPN US Tif the manager owns.