PIMCO 25+ YR Zero CPN US TifZROZETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 133 institutions reported holding PIMCO 25+ YR Zero CPN US Tif (ZROZ) in their 13F filings, down 11 from Q1 2025. 19 opened new positions and 31 sold out. The largest holders were Mirae Asset Global Investments Co., Ltd. ($182.7M), Bank of America Corp. ($69.4M) and LPL Financial LLC ($54.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- PIMCO 25+ YR Zero CPN US Tif
- Filed as
- PIMCO ETF TR (Q2 2025)
- CUSIP
- 72201R882
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $7.9M |
| Exits | 31 | $58.0M |
All 13F filers, Q1 2025 → Q2 2025: 2,564,642 shares bought and 2,523,839 shares sold, net +40,803 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 133 holders
| Mirae Asset Global Investments Co., Ltd. | 0.64% | Add +46.7% | 2,723,767 | $182.7M |
| Bank of America Corp. | 0.01% | Add +27.6% | 1,034,715 | $69.4M |
| LPL Financial LLC | 0.02% | Reduce -1.4% | 812,933 | $54.5M |
| Rwa Wealth Partners, LLC | 0.50% | Reduce -30.8% | 598,288 | $40.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +60.8% | 473,543 | $31.8M |
| RiverFront Investment Group, LLC | 0.57% | Add +74.0% | 433,899 | $29.1M |
| CPC Advisors, LLC | 2.51% | Add +210.7% | 297,625 | $20.0M |
| GenWealth Group, Inc. | 3.99% | Add +0.9% | 295,344 | $19.8M |
| Morgan Stanley | 0.00% | Reduce -17.9% | 248,389 | $16.7M |
| Raymond James Financial Inc. | 0.00% | Add +46.4% | 212,426 | $14.2M |
| Krilogy Financial LLC | 0.75% | Add +8.9% | 193,864 | $13.0M |
| Jane Street Group, LLC | 0.02% | Add +1690.8% | 152,308 | $10.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +27.8% | 142,423 | $9.6M |
| Citadel Advisors | 0.01% | Add +101.7% | 130,929 | $8.8M |
| Mid-American Wealth Advisory Group, Inc. | 3.95% | Add +160.9% | 123,950 | $8.3M |
| Creative Financial Designs Inc. | 0.58% | Add +18.3% | 120,555 | $8.1M |
| Cyndeo Wealth Partners, LLC | 0.41% | Add +1.5% | 103,388 | $6.9M |
| Ameriprise Financial Inc. | 0.00% | Add +5.8% | 101,814 | $6.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -67.0% | 104,126 | $6.8M |
| IHT Wealth Management, LLC | 0.17% | Add +16.1% | 91,661 | $6.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.2% | 88,274 | $5.9M |
| Royal Bank of Canada | 0.00% | Add +34.8% | 85,506 | $5.7M |
| Jones Financial Companies LLLP | 0.00% | Add +16.2% | 86,560 | $5.7M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -44.6% | 80,656 | $5.4M |
| Wells Fargo & Company | 0.00% | Add +5.9% | 79,186 | $5.3M |
| Carrera Capital Advisors | 1.02% | Reduce -75.2% | 75,472 | $5.1M |
| GTS Securities LLC | 0.22% | Add +126.6% | 75,153 | $5.0M |
| Stifel Financial Corp. | 0.00% | Reduce -85.4% | 70,180 | $4.7M |
| Consilio Wealth Advisors, LLC | 1.66% | Add +8.0% | 70,553 | $4.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -23.2% | 66,703 | $4.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +70.1% | 66,307 | $4.4M |
| Arlington Capital Management, Inc. | 3.60% | Add +0.2% | 61,733 | $4.1M |
| Marex Group Ltd | 0.07% | Add +68.0% | 58,757 | $3.9M |
| Susquehanna International Group, LLP | 0.01% | Add +1231.4% | 57,596 | $3.9M |
| Paragon Advisors, LLC | 0.96% | Reduce -33.0% | 54,609 | $3.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -48.0% | 50,068 | $3.4M |
| Valtinson Bruner Financial Planning LLC | 1.05% | Reduce -10.6% | 49,748 | $3.3M |
| Shepherd Kaplan Krochuk, LLC | 2.79% | Add +36.0% | 47,814 | $3.2M |
| &partners | 0.02% | Add +0.5% | 43,090 | $2.9M |
| OneDigital Investment Advisors LLC | 0.03% | Add +2.7% | 42,052 | $2.8M |
| Timber Creek Capital Management LLC | 0.70% | Add +10.8% | 41,362 | $2.8M |
| AE Wealth Management LLC | 0.02% | Add +3.9% | 38,207 | $2.6M |
| Capitolis Liquid Global Markets LLC | 0.02% | Reduce -32.9% | 38,200 | $2.6M |
| Cassaday & Co Wealth Management LLC | 0.06% | Add +9.7% | 37,270 | $2.5M |
| Legacy Private Trust Co. | 0.16% | Reduce -38.6% | 36,153 | $2.4M |
| Rockefeller Capital Management L.P. | 0.01% | New | 35,686 | $2.4M |
| Authentikos Wealth Advisory, LLC | 1.56% | Add +892.2% | 33,438 | $2.2M |
| CHB Investment Group, LLC | 1.10% | Add +1.1% | 32,257 | $2.2M |
| Okabena Investment Services Inc. | 0.48% | No change | 31,977 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +2.1% | 31,106 | $2.1M |
| BlackRock, Inc. | 0.00% | Add +317.2% | 29,620 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -64.5% | 28,456 | $1.9M |
| UBS Group AG | 0.00% | Reduce -54.3% | 28,427 | $1.9M |
| Wedbush Securities Inc. | 0.06% | Add +18.3% | 27,416 | $1.8M |
| Goodman Advisory Group, LLC | 0.59% | Reduce -81.4% | 25,681 | $1.7M |
| Provident Wealth Management, LLC | 0.56% | Reduce -2.8% | 25,399 | $1.7M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +18864.3% | 23,895 | $1.6M |
| Prospera Financial Services Inc | 0.03% | Add +55.5% | 23,215 | $1.6M |
| Andina Capital Management, LLC | 1.08% | Reduce -22.7% | 22,937 | $1.5M |
| Truist Financial Corp. | 0.00% | Add +45.4% | 22,807 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +102.2% | 21,572 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Add +104.6% | 18,825 | $1.3M |
| Mariner, LLC | 0.00% | Reduce -1.9% | 18,553 | $1.2M |
| Mutual Advisors, LLC | 0.03% | Add +13.3% | 18,391 | $1.2M |
| Quadrature Capital Ltd | 0.02% | New | 14,139 | $948K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -10.3% | 11,570 | $776K |
| Blair William & Co. | 0.00% | Reduce -24.8% | 10,527 | $706K |
| StoneX Group Inc. | 0.03% | New | 10,000 | $671K |
| Northern Trust Corp. | 0.00% | New | 10,000 | $671K |
| Elevated Capital Advisors, LLC | 0.19% | No change | 9,286 | $665K |
| Advisory Services Network, LLC | 0.01% | Add +2.5% | 10,124 | $657K |
| Foundations Investment Advisors, LLC | 0.01% | Add +40.3% | 9,722 | $652K |
| Axxcess Wealth Management, LLC | 0.01% | New | 9,009 | $604K |
| Colonial River Investments, LLC | 0.26% | Add +8.6% | 9,198 | $599K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -91.5% | 8,928 | $599K |
| Allium Financial Advisors, LLC | 0.52% | No change | 8,883 | $596K |
| FLP Wealth Management, LLC | 1.65% | Reduce -42.3% | 8,740 | $586K |
| Matisse Capital | 0.28% | New | 8,700 | $584K |
| Comerica Bank | 0.00% | Reduce -13.2% | 8,590 | $576K |
| Corient Private Wealth LP | 0.00% | Reduce -0.3% | 8,175 | $548K |
| Bcwm, LLC | 0.16% | New | 7,713 | $517K |
| Integrated Wealth Concepts LLC | 0.01% | Add +3.5% | 7,431 | $498K |
| Private Trust Co. NA | 0.05% | Reduce -6.5% | 7,402 | $496K |
| Two Sigma Securities, LLC | 0.06% | Add +7.7% | 6,988 | $469K |
| Simplex Trading, LLC | 0.01% | Add +35.8% | 6,671 | $447K |
| Formidable Asset Management, LLC | 0.07% | No change | 5,962 | $427K |
| Prosperity Wealth Management, Inc. | 0.15% | Add +50.6% | 6,176 | $414K |
| Great Lakes Retirement, Inc. | 0.04% | Reduce -3.8% | 5,532 | $371K |
| Hollencrest Capital Management | 0.02% | Reduce -22.1% | 5,379 | $361K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +42.2% | 4,917 | $330K |
| Integrity Alliance, Llc. | 0.02% | Add +15.8% | 4,851 | $325K |
| Cwm, LLC | 0.00% | Reduce -68.3% | 4,842 | $325K |
| North Ridge Wealth Advisors, Inc. | 0.17% | Add +43.9% | 4,162 | $279K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 4,149 | $278K |
| GeoWealth Management, LLC | 0.01% | New | 3,946 | $265K |
| AQR Capital Management | 0.00% | New | 3,814 | $256K |
| Prelude Capital Management, LLC | 0.02% | New | 3,610 | $242K |
| NorthCoast Asset Management LLC | 0.00% | No change | 3,500 | $235K |
| Lloyd Advisory Services, LLC. | 0.11% | Reduce -9.8% | 3,382 | $227K |
| Private Advisor Group, LLC | 0.00% | Reduce -9.2% | 3,381 | $227K |
"% 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.