PIMCO 25+ YR Zero CPN US TifZROZETF

13F holders, Q3 2025 (September 30)
131holders −2
20new positions
20sold out
3famous investors
$67.94avg. 13F price*

At the end of Q3 2025, 131 institutions reported holding PIMCO 25+ YR Zero CPN US Tif (ZROZ) in their 13F filings, down 2 from Q2 2025. 20 opened new positions and 20 sold out. The largest holders were Mirae Asset Global Investments Co., Ltd. ($172.7M), Bank of America Corp. ($78.4M) and LPL Financial LLC ($54.2M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), 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 (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions20$81.1M
Exits20$19.7M

All 13F filers, Q2 2025 → Q3 2025: 1,958,885 shares bought and 904,732 shares sold, net +1,054,153 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 131 holders

Mirae Asset Global Investments Co., Ltd. 0.54% Reduce -6.7% 2,541,528 $172.7M
Bank of America Corp. 0.01% Add +11.5% 1,153,351 $78.4M
LPL Financial LLC 0.02% Reduce -2.0% 796,951 $54.2M
Annex Advisory Services, LLC 1.07% New 738,738 $50.2M
Rwa Wealth Partners, LLC 0.46% No change 598,288 $40.7M
Envestnet Asset Management Inc. 0.01% Add +1.7% 481,648 $32.7M
RiverFront Investment Group, LLC 0.56% Add +8.8% 471,938 $32.1M
CPC Advisors, LLC 2.53% Add +18.5% 352,554 $24.0M
GenWealth Group, Inc. 4.13% Add +10.4% 325,993 $22.2M
Krilogy Financial LLC 0.63% Add +27.8% 247,670 $16.7M
Morgan Stanley 0.00% Reduce -2.0% 243,398 $16.5M
Raymond James Financial Inc. 0.00% Reduce -5.2% 201,458 $13.7M
Jane Street Group, LLC 0.01% Reduce -1.7% 149,734 $10.2M
Paragon Advisors, LLC 2.53% Add +164.3% 144,310 $9.8M
Commonwealth Equity Services, LLC 0.01% Reduce -0.5% 141,664 $9.6M
Goldman Sachs Group Inc. 0.00% Add +177.0% 138,669 $9.4M
Creative Financial Designs Inc. 0.56% Add +2.3% 123,342 $8.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +9.7% 114,195 $7.7M
Mid-American Wealth Advisory Group, Inc. 3.24% Reduce -14.0% 106,621 $7.2M
Cyndeo Wealth Partners, LLC 0.39% Add +0.7% 104,102 $7.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +15.3% 101,762 $6.9M
Centurion Wealth Management LLC 1.56% New 100,717 $6.8M
Millennium Management 0.01% New 100,000 $6.8M
Tower Research Capital LLC (TRC) 0.17% Add +289.6% 93,100 $6.3M
Royal Bank of Canada 0.00% Add +2.3% 87,489 $5.9M
Jones Financial Companies LLLP 0.00% Add +1.4% 87,817 $5.9M
Ameriprise Financial Inc. 0.00% Reduce -15.9% 85,573 $5.8M
Steward Partners Investment Advisory, LLC 0.03% Add +4.0% 83,908 $5.7M
Osaic Holdings, Inc. 0.01% Add +159.9% 73,972 $5.0M
Consilio Wealth Advisors, LLC 1.58% Add +0.5% 70,924 $4.8M
Stifel Financial Corp. 0.00% Reduce -0.1% 70,078 $4.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +2.8% 68,542 $4.7M
Oppenheimer & Co. Inc. 0.06% Add +654.1% 67,330 $4.6M
Wells Fargo & Company 0.00% Reduce -17.7% 65,185 $4.4M
Nearwater Capital Markets, Ltd 0.06% New 62,700 $4.3M
Arlington Capital Management, Inc. 2.70% Add +0.6% 62,126 $4.2M
Marex Group Ltd 0.05% No change 58,757 $4.0M
Citadel Advisors 0.00% Reduce -56.8% 56,571 $3.8M
D.A. Davidson & Co. 0.02% New 56,099 $3.8M
&partners 0.02% Add +15.4% 49,716 $3.4M
Valtinson Bruner Financial Planning LLC 0.96% Reduce -4.5% 47,485 $3.2M
Carrera Capital Advisors 0.56% Reduce -39.6% 45,574 $3.1M
Janney Montgomery Scott LLC 0.01% Reduce -32.1% 45,048 $3.1M
BNP Paribas Financial Markets 0.00% New 41,900 $2.8M
Rockefeller Capital Management L.P. 0.01% Add +16.4% 41,549 $2.8M
AE Wealth Management LLC 0.02% Add +1.6% 38,803 $2.6M
Mariner, LLC 0.00% Add +100.2% 37,140 $2.5M
OneDigital Investment Advisors LLC 0.02% Reduce -17.8% 34,552 $2.3M
Authentikos Wealth Advisory, LLC 1.52% Add +1.0% 33,768 $2.3M
BlackRock, Inc. 0.00% Add +10.9% 32,851 $2.2M
Legacy Private Trust Co. 0.13% Reduce -12.1% 31,778 $2.2M
Cetera Investment Advisers 0.00% Reduce -0.2% 31,047 $2.1M
Shepherd Kaplan Krochuk, LLC 1.67% Reduce -37.3% 29,984 $2.0M
UBS Group AG 0.00% Add +3.7% 29,475 $2.0M
Susquehanna International Group, LLP 0.00% Reduce -53.1% 27,019 $1.8M
Wedbush Securities Inc. 0.06% Reduce -4.1% 26,297 $1.8M
Provident Wealth Management, LLC 0.53% Add +1.0% 25,658 $1.7M
Prospera Financial Services Inc 0.03% Add +6.1% 24,639 $1.7M
Truist Financial Corp. 0.00% Reduce -1.1% 22,558 $1.5M
Financial Advocates Investment Management 0.86% New 22,499 $1.5M
Simplex Trading, LLC 0.03% Add +231.4% 22,105 $1.5M
Goodman Advisory Group, LLC 0.34% Reduce -20.8% 20,331 $1.4M
Williams & Novak, LLC 1.03% New 19,615 $1.3M
Tidal Investments LLC 0.01% New 18,417 $1.2M
JPMorgan Chase & Co. 0.00% Reduce -10.1% 16,932 $1.2M
GTS Securities LLC 0.03% Reduce -83.4% 12,444 $846K
FLP Wealth Management, LLC 2.38% Add +42.2% 12,429 $845K
Sanctuary Advisors, LLC 0.00% Reduce -1.4% 11,402 $775K
Advisory Services Network, LLC 0.01% Reduce -0.6% 10,067 $684K
Integrated Wealth Concepts LLC 0.01% Add +34.1% 9,968 $677K
Ballew Advisors, Inc 0.34% New 8,704 $604K
Allium Financial Advisors, LLC 0.50% No change 8,883 $604K
Elevated Capital Advisors, LLC 0.15% Reduce -5.5% 8,777 $596K
Delos Wealth Advisors, LLC 0.40% Add +431.7% 8,698 $591K
Blair William & Co. 0.00% Reduce -19.2% 8,503 $578K
Bcwm, LLC 0.16% Add +3.9% 8,015 $545K
Patriot Financial Group Insurance Agency, LLC 0.07% New 7,517 $511K
Foundations Investment Advisors, LLC 0.01% Reduce -26.7% 7,122 $484K
Private Trust Co. NA 0.04% Reduce -6.7% 6,907 $469K
Mutual Advisors, LLC 0.01% Reduce -64.3% 6,561 $460K
Two Sigma Securities, LLC 0.07% Reduce -3.8% 6,723 $457K
Colonial River Investments, LLC 0.17% Reduce -27.0% 6,717 $456K
Axxcess Wealth Management, LLC 0.01% Reduce -25.6% 6,705 $456K
North Ridge Wealth Advisors, Inc. 0.25% Add +54.8% 6,444 $438K
Formidable Asset Management, LLC 0.07% Add +8.3% 6,455 $433K
Simplicity Wealth,LLC 0.03% New 6,362 $432K
HighTower Advisors, LLC 0.00% Reduce -71.0% 6,259 $425K
Great Lakes Retirement, Inc. 0.04% Reduce -5.9% 5,205 $354K
Concurrent Investment Advisors, LLC 0.01% Add +5.4% 5,183 $352K
Integrity Alliance, Llc. 0.02% Add +0.6% 4,878 $332K
Visionary Wealth Advisors 0.01% Add +43.8% 4,694 $319K
Federation des caisses Desjardins du Quebec 0.00% No change 4,149 $282K
Byrne Financial Freedom, LLC 0.14% New 4,085 $278K
AQR Capital Management 0.00% No change 3,814 $259K
Cwm, LLC 0.00% Reduce -21.7% 3,792 $258K
Timber Creek Capital Management LLC 0.06% Reduce -91.1% 3,685 $250K
NorthCoast Asset Management LLC 0.00% No change 3,500 $238K
Private Advisor Group, LLC 0.00% Add +3.5% 3,498 $238K
Sowell Financial Services LLC 0.01% Add +0.5% 3,290 $224K
Lloyd Advisory Services, LLC. 0.10% Reduce -5.6% 3,194 $217K

"% 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.

Show all 131 holders