PIMCO 25+ YR Zero CPN US TifZROZETF
13F holders, Q1 2025 (March 31)144holders +3
32new positions
28sold out
1famous investor
$71.45avg. 13F price*
At the end of Q1 2025, 144 institutions reported holding PIMCO 25+ YR Zero CPN US Tif (ZROZ) in their 13F filings, up 3 from Q4 2024. 32 opened new positions and 28 sold out. The largest holders were Mirae Asset Global Investments Co., Ltd. ($130.9M), Rwa Wealth Partners, LLC ($61.9M) and LPL Financial LLC ($59.1M). 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 (Q1 2025)
- CUSIP
- 72201R882
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $54.7M |
| Exits | 28 | $11.5M |
All 13F filers, Q4 2024 → Q1 2025: 2,238,512 shares bought and 2,057,391 shares sold, net +181,121 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 144 holders
| Mirae Asset Global Investments Co., Ltd. | 0.53% | Add +40.5% | 1,857,193 | $130.9M |
| Rwa Wealth Partners, LLC | 0.78% | Add +10.6% | 864,229 | $61.9M |
| LPL Financial LLC | 0.02% | Reduce -4.4% | 824,834 | $59.1M |
| Bank of America Corp. | 0.01% | Add +26.7% | 810,644 | $58.1M |
| Stifel Financial Corp. | 0.04% | Reduce -47.1% | 480,240 | $34.4M |
| Benjamin Edwards Inc. | 0.34% | Reduce -33.3% | 336,812 | $24.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +777.8% | 315,842 | $22.6M |
| Carrera Capital Advisors | 4.82% | Add +8.1% | 303,818 | $21.8M |
| Morgan Stanley | 0.00% | Reduce -19.9% | 302,391 | $21.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -15.8% | 294,482 | $21.1M |
| GenWealth Group, Inc. | 4.62% | Add +29.4% | 292,599 | $21.0M |
| RiverFront Investment Group, LLC | 0.40% | Reduce -1.3% | 249,294 | $17.9M |
| Krilogy Financial LLC | 0.83% | Add +23.8% | 178,016 | $12.8M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +3639.5% | 145,654 | $10.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -12.2% | 145,063 | $10.4M |
| Goodman Advisory Group, LLC | 3.02% | Add +8.5% | 138,070 | $9.9M |
| Confluence Investment Management LLC | 0.13% | Reduce -39.3% | 125,161 | $9.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.6% | 111,419 | $8.0M |
| Oppenheimer & Co. Inc. | 0.11% | New | 105,496 | $7.6M |
| Creative Financial Designs Inc. | 0.58% | Add +0.0% | 101,944 | $7.3M |
| Cyndeo Wealth Partners, LLC | 0.48% | New | 101,836 | $7.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -22.4% | 96,209 | $6.9M |
| Goldman Sachs Group Inc. | 0.00% | New | 96,204 | $6.9M |
| CPC Advisors, LLC | 0.94% | Add +3.2% | 95,793 | $6.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +22.2% | 86,820 | $6.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.7% | 83,945 | $6.0M |
| Paragon Advisors, LLC | 2.21% | Add +0.0% | 81,480 | $5.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -46.3% | 80,116 | $5.7M |
| IHT Wealth Management, LLC | 0.18% | Reduce -4.7% | 78,934 | $5.7M |
| TrueMark Investments, LLC | 1.45% | New | 77,492 | $5.6M |
| WCG Wealth Advisors LLC | 0.42% | Reduce -9.5% | 76,629 | $5.5M |
| Wells Fargo & Company | 0.00% | Reduce -50.1% | 74,798 | $5.4M |
| Jones Financial Companies LLLP | 0.00% | Add +16.8% | 74,499 | $5.2M |
| Consilio Wealth Advisors, LLC | 1.95% | Add +31.1% | 65,305 | $4.7M |
| Citadel Advisors | 0.00% | Reduce -63.9% | 64,901 | $4.6M |
| Royal Bank of Canada | 0.00% | Reduce -7.5% | 63,434 | $4.5M |
| UBS Group AG | 0.00% | Reduce -57.4% | 62,189 | $4.5M |
| Arlington Capital Management, Inc. | 3.35% | Add +3.7% | 61,624 | $4.4M |
| Legacy Private Trust Co. | 0.29% | Reduce -1.1% | 58,923 | $4.2M |
| Capitolis Liquid Global Markets LLC | 0.04% | New | 56,900 | $4.1M |
| Valtinson Bruner Financial Planning LLC | 1.35% | Reduce -23.8% | 55,632 | $4.0M |
| Mid-American Wealth Advisory Group, Inc. | 1.83% | Reduce -47.9% | 47,500 | $3.4M |
| &partners | 0.03% | Add +15.9% | 42,858 | $3.0M |
| OneDigital Investment Advisors LLC | 0.03% | No change | 40,952 | $2.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.3% | 38,976 | $2.8M |
| Timber Creek Capital Management LLC | 0.71% | New | 37,339 | $2.7M |
| AE Wealth Management LLC | 0.02% | Reduce -70.4% | 36,772 | $2.6M |
| Shepherd Kaplan Krochuk, LLC | 2.16% | New | 35,152 | $2.5M |
| Marex Group Ltd | 0.05% | New | 34,974 | $2.5M |
| Cassaday & Co Wealth Management LLC | 0.07% | Add +41.7% | 33,962 | $2.4M |
| GTS Securities LLC | 0.10% | New | 33,166 | $2.4M |
| Okabena Investment Services Inc. | 0.58% | Add +10.6% | 31,977 | $2.3M |
| CHB Investment Group, LLC | 1.22% | Add +6.9% | 31,907 | $2.3M |
| Cetera Investment Advisers | 0.00% | Reduce -0.9% | 30,459 | $2.2M |
| Andina Capital Management, LLC | 1.51% | New | 29,680 | $2.1M |
| Provident Wealth Management, LLC | 0.65% | Reduce -7.2% | 26,142 | $1.9M |
| Callodine Capital Management, LP | 0.30% | New | 25,000 | $1.8M |
| Eldridge Investment Advisors, Inc. | 0.39% | New | 23,788 | $1.7M |
| Wedbush Securities Inc. | 0.06% | Add +9.4% | 23,184 | $1.7M |
| Coppell Advisory Solutions LLC | 0.21% | Add +547.5% | 15,151 | $1.5M |
| Mariner, LLC | 0.00% | Reduce -2.7% | 18,915 | $1.4M |
| Tidal Investments LLC | 0.01% | New | 19,128 | $1.4M |
| Glaxis Capital Management, LLC | 4.68% | New | 16,925 | $1.2M |
| Truist Financial Corp. | 0.00% | Reduce -1.9% | 15,685 | $1.1M |
| Mutual Advisors, LLC | 0.03% | New | 16,239 | $1.1M |
| Cwm, LLC | 0.00% | Add +3371.1% | 15,273 | $1.1M |
| Eq Wealth Advisors, LLC | 0.87% | Reduce -5.5% | 15,230 | $1.1M |
| FLP Wealth Management, LLC | 3.45% | Reduce -0.3% | 15,147 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Add +0.4% | 14,924 | $1.1M |
| Blair William & Co. | 0.00% | Add +7.2% | 13,989 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +13.2% | 12,904 | $924K |
| Level Four Advisory Services, LLC | 0.04% | New | 12,278 | $879K |
| Maridea Wealth Management LLC | 0.26% | Add +17.9% | 10,910 | $781K |
| HighTower Advisors, LLC | 0.00% | Add +67.5% | 10,671 | $764K |
| Atria Investments, Inc | 0.01% | Add +11.8% | 10,341 | $741K |
| Comerica Bank | 0.00% | Add +82.1% | 9,893 | $709K |
| Advisory Services Network, LLC | 0.01% | Reduce -4.5% | 9,880 | $708K |
| Elevated Capital Advisors, LLC | 0.19% | Add +3.5% | 9,286 | $665K |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.6% | 9,202 | $659K |
| Allium Financial Advisors, LLC | 0.58% | — | 8,883 | $636K |
| Jane Street Group, LLC | 0.00% | Reduce -96.4% | 8,505 | $609K |
| Colonial River Investments, LLC | 0.33% | New | 8,468 | $607K |
| Corient Private Wealth LP | 0.00% | Reduce -33.1% | 8,199 | $587K |
| Private Trust Co. NA | 0.06% | Add +353.4% | 7,917 | $567K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.1% | 7,176 | $514K |
| BlackRock, Inc. | 0.00% | Add +1320.0% | 7,100 | $509K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -52.4% | 6,928 | $496K |
| Hollencrest Capital Management | 0.02% | Add +0.1% | 6,908 | $495K |
| Two Sigma Securities, LLC | 0.07% | Reduce -14.0% | 6,487 | $465K |
| Visionary Wealth Advisors | 0.03% | Reduce -52.9% | 6,085 | $436K |
| Formidable Asset Management, LLC | 0.07% | Add +12.0% | 5,962 | $427K |
| Great Lakes Retirement, Inc. | 0.05% | Reduce -20.8% | 5,748 | $412K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 5,711 | $409K |
| E Fund Management Co., Ltd. | 0.02% | New | 5,139 | $368K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.33% | New | 5,139 | $368K |
| Simplex Trading, LLC | 0.01% | Add +109.3% | 4,911 | $351K |
| Susquehanna International Group, LLP | 0.00% | Reduce -62.0% | 4,326 | $310K |
| Integrity Alliance, Llc. | 0.01% | New | 4,190 | $300K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 4,149 | $297K |
| Prosperity Wealth Management, Inc. | 0.14% | New | 4,102 | $294K |
| B.O.S.S. Retirement Advisors, LLC | 0.08% | Reduce -70.4% | 4,081 | $292K |
| Lloyd Advisory Services, LLC. | 0.13% | Reduce -92.5% | 3,748 | $268K |
| Private Advisor Group, LLC | 0.00% | Reduce -10.9% | 3,725 | $267K |
| Townsquare Capital LLC | 0.00% | New | 3,531 | $253K |
| Byrne Financial Freedom, LLC | 0.14% | Reduce -97.8% | 3,523 | $252K |
| NorthCoast Asset Management LLC | 0.00% | New | 3,500 | $251K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 3,457 | $248K |
| Authentikos Wealth Advisory, LLC | 0.19% | Reduce -32.4% | 3,370 | $241K |
| Merit Financial Group, LLC | 0.00% | Reduce -23.1% | 3,200 | $229K |
| Revisor Wealth Management LLC | 0.09% | New | 2,910 | $208K |
| North Ridge Wealth Advisors, Inc. | 0.14% | Reduce -41.3% | 2,893 | $207K |
| Bank of New York Mellon Corp | 0.00% | Reduce -26.4% | 2,870 | $206K |
| Fermata Advisors, LLC | 0.04% | Reduce -18.8% | 2,834 | $203K |
| Wolverine Trading, LLC | 0.01% | Reduce -56.6% | 2,840 | $200K |
| National Bank of Canada | 0.00% | Add +39.9% | 1,672 | $120K |
| Barclays PLC | 0.00% | Reduce -48.3% | 1,500 | $107K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 1,000 | $72K |
| Pinnacle Bancorp, Inc. | 0.02% | New | 992 | $71K |
| NFSG Corp | 0.01% | Reduce -29.0% | 500 | $36K |
| TD Private Client Wealth LLC | 0.00% | Add +3.7% | 335 | $24K |
| Parkside Financial Bank & Trust | 0.00% | No change | 333 | $24K |
| ORG Partners LLC | 0.01% | Add +918.5% | 275 | $20K |
| Lord & Richards Wealth Management, LLC | 0.02% | New | 210 | $15K |
| MAI Capital Management | 0.00% | Reduce -74.8% | 203 | $15K |
| West Branch Capital LLC | 0.00% | Reduce -51.4% | 202 | $15K |
| Assetmark, Inc. | 0.00% | New | 176 | $13K |
| Headlands Technologies LLC | 0.00% | New | 150 | $11K |
| Bogart Wealth, LLC | 0.00% | Add +164.7% | 135 | $10K |
| NewEdge Advisors, LLC | 0.00% | Add +0.8% | 126 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 126 | $9K |
| Pacifica Partners Inc. | 0.00% | No change | 100 | $7K |
| Bessemer Group Inc. | 0.00% | New | 71 | $5K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -1.5% | 66 | $5K |
| Park Square Financial Group, LLC | 0.00% | Reduce -30.5% | 66 | $5K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -9.7% | 65 | $5K |
| Beacon Capital Management, LLC | 0.00% | No change | 40 | $3K |
| Signaturefd, LLC | 0.00% | No change | 37 | $3K |
| Spire Wealth Management | 0.00% | No change | 27 | $2K |
| Transce3nd, LLC | 0.00% | Reduce -91.8% | 25 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 21 | $1K |
| US Bancorp \de | 0.00% | No change | 18 | $1K |
| FMR LLC | 0.00% | Reduce -40.0% | 6 | $428 |
| GAMMA Investing LLC | 0.00% | Reduce -98.3% | 5 | $358 |
| Capital A Wealth Management, LLC | 0.00% | Reduce -99.4% | 2 | $143 |
"% 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.