PIMCO 25+ YR Zero CPN US TifZROZETF

13F holders, Q2 2025 (June 30)
133holders −11
19new positions
31sold out
2famous investors
$67.03avg. 13F price*

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

050100150 Q1 2024: 106Q1 2024Q2 2024: 119Q2 2024Q3 2024: 133Q3 2024Q4 2024: 141Q4 2024Q1 2025: 144Q1 2025Q2 2025: 133Q2 2025Q3 2025: 131Q3 2025Q4 2025: 134Q4 2025Q1 2026: 127Q1 2026Q2 2026: 123Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions19$7.9M
Exits31$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
Sowell Financial Services LLC 0.01% New 3,274 $220K
Visionary Wealth Advisors 0.01% Reduce -46.3% 3,265 $219K
Merit Financial Group, LLC 0.00% No change 3,200 $215K
Kestra Advisory Services, LLC 0.00% New 3,007 $202K
Farther Finance Advisors, LLC 0.00% New 2,363 $158K
National Bank of Canada 0.00% No change 1,672 $112K
Delos Wealth Advisors, LLC 0.09% New 1,636 $110K
Barclays PLC 0.00% No change 1,500 $101K
Pinnacle Bancorp, Inc. 0.02% No change 992 $67K
Annis Gardner Whiting Capital Advisors, LLC 0.02% New 655 $44K
NFSG Corp 0.01% No change 500 $34K
Parkside Financial Bank & Trust 0.00% Add +18.3% 394 $26K
EverSource Wealth Advisors, LLC 0.00% Reduce -65.0% 350 $23K
Oliver Lagore Vanvalin Investment Group 0.01% — 200 $14K
West Branch Capital LLC 0.00% Add +1.5% 205 $14K
Principal Securities, Inc. 0.00% New 181 $12K
NewEdge Advisors, LLC 0.00% Add +0.8% 127 $8K
TD Private Client Wealth LLC 0.00% Reduce -66.3% 113 $8K
Pacifica Partners Inc. 0.00% No change 100 $7K
Park Square Financial Group, LLC 0.00% Add +34.9% 89 $6K
Geneos Wealth Management Inc. 0.00% No change 65 $4K
Qube Research & Technologies Ltd 0.00% New 62 $4K
Spire Wealth Management 0.00% Add +92.6% 52 $3K
Bogart Wealth, LLC 0.00% Reduce -62.2% 51 $3K
Parallel Advisors, LLC 0.00% New 47 $3K
Signaturefd, LLC 0.00% Add +27.0% 47 $3K
ORG Partners LLC 0.00% Reduce -83.6% 45 $3K
Evolution Wealth Management Inc. 0.00% — 41 $3K
Beacon Capital Management, LLC 0.00% Add +2.5% 41 $3K
Transce3nd, LLC 0.00% Add +32.0% 33 $2K
MAI Capital Management 0.00% Reduce -84.7% 31 $2K
Quest 10 Wealth Builders, Inc. 0.00% New 28 $2K
CIBC Private Wealth Group LLC 0.00% No change 21 $1K

"% 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.