PIMCO 25+ YR Zero CPN US TifZROZETF

13F holders, Q4 2025 (December 31)
134holders +3
23new positions
23sold out
3famous investors
$64.29avg. 13F price*

At the end of Q4 2025, 134 institutions reported holding PIMCO 25+ YR Zero CPN US Tif (ZROZ) in their 13F filings, up 3 from Q3 2025. 23 opened new positions and 23 sold out. The largest holders were Mirae Asset Global Investments Co., Ltd. ($114.1M), Annex Advisory Services, LLC ($60.6M) and LPL Financial LLC ($42.1M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management'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 (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions23$27.0M
Exits23$26.0M

All 13F filers, Q3 2025 → Q4 2025: 963,291 shares bought and 2,721,859 shares sold, net −1,758,568 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 134 holders

Mirae Asset Global Investments Co., Ltd. 0.32% Reduce -30.1% 1,776,528 $114.1M
Annex Advisory Services, LLC 1.16% Add +27.7% 943,470 $60.6M
LPL Financial LLC 0.01% Reduce -17.8% 654,802 $42.1M
Rwa Wealth Partners, LLC 0.42% No change 598,288 $38.4M
RiverFront Investment Group, LLC 0.54% Add +7.8% 508,669 $32.7M
Envestnet Asset Management Inc. 0.01% Add +0.9% 486,155 $31.2M
Bank of America Corp. 0.00% Reduce -59.5% 467,251 $30.0M
CPC Advisors, LLC 2.62% Add +14.4% 403,421 $25.9M
Krilogy Financial LLC 0.57% Add +2.8% 254,492 $16.7M
GenWealth Group, Inc. 2.77% Reduce -22.3% 253,170 $16.2M
Morgan Stanley 0.00% Reduce -15.2% 206,318 $13.3M
Raymond James Financial Inc. 0.00% Reduce -5.2% 190,943 $12.3M
Paragon Advisors, LLC 2.66% Add +5.6% 152,340 $9.8M
Jane Street Group, LLC 0.01% Reduce -11.8% 131,986 $8.5M
Commonwealth Equity Services, LLC 0.01% Reduce -18.3% 115,780 $7.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +12.4% 114,415 $7.4M
Mid-American Wealth Advisory Group, Inc. 2.99% Add +3.1% 109,982 $7.1M
Cyndeo Wealth Partners, LLC 0.37% Add +3.7% 107,951 $6.9M
Centurion Wealth Management LLC 1.47% Add +3.4% 104,176 $6.7M
Citadel Advisors 0.00% Add +81.5% 102,663 $6.6M
IHT Wealth Management, LLC 0.15% New 98,426 $6.3M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -14.2% 97,978 $6.3M
Retirement Management Systems Inc. 1.51% — 91,826 $5.9M
Royal Bank of Canada 0.00% Add +3.2% 90,263 $5.8M
D.A. Davidson & Co. 0.03% Add +52.0% 85,277 $5.5M
Western Wealth Management, LLC 0.25% New 85,215 $5.5M
Jones Financial Companies LLLP 0.00% Reduce -4.9% 83,499 $5.4M
Osaic Holdings, Inc. 0.01% Add +6.9% 79,052 $5.1M
Consilio Wealth Advisors, LLC 1.44% Add +7.8% 76,420 $4.9M
Millennium Management 0.00% Reduce -25.0% 75,000 $4.8M
Marex Group Ltd 0.05% Add +17.3% 68,904 $4.4M
Ameriprise Financial Inc. 0.00% Reduce -32.4% 57,847 $3.7M
Shepherd Kaplan Krochuk, LLC 3.06% Add +92.3% 57,658 $3.7M
Quadrature Capital Ltd 0.04% New 57,331 $3.7M
&partners 0.02% Add +12.4% 55,904 $3.6M
Nearwater Capital Markets, Ltd 0.06% Reduce -11.6% 55,400 $3.6M
Arlington Capital Management, Inc. 2.00% Reduce -18.4% 50,675 $3.3M
Wells Fargo & Company 0.00% Reduce -23.3% 49,976 $3.2M
Janney Montgomery Scott LLC 0.01% Reduce -2.8% 43,781 $2.8M
Rockefeller Capital Management L.P. 0.01% Add +3.2% 42,874 $2.8M
Tower Research Capital LLC (TRC) 0.06% Reduce -55.4% 41,560 $2.7M
Flow Traders U.S. LLC 0.09% New 41,134 $2.6M
UBS Group AG 0.00% Add +37.1% 40,421 $2.6M
AE Wealth Management LLC 0.01% Reduce -1.2% 38,353 $2.5M
Wedbush Securities Inc. 0.06% Add +30.7% 34,382 $2.2M
Mariner, LLC 0.00% Reduce -7.5% 34,346 $2.2M
Valtinson Bruner Financial Planning LLC 0.62% Reduce -29.6% 33,438 $2.1M
Stifel Financial Corp. 0.00% Reduce -54.3% 32,036 $2.1M
Carrera Capital Advisors 0.34% Reduce -31.0% 31,452 $2.0M
Legacy Private Trust Co. 0.10% Reduce -19.4% 25,603 $1.6M
Prospera Financial Services Inc 0.03% Add +3.4% 25,474 $1.6M
Provident Wealth Management, LLC 0.48% Reduce -1.2% 25,340 $1.6M
Simplex Trading, LLC 0.05% Add +13.2% 25,017 $1.6M
Glaxis Capital Management, LLC 2.75% New 25,000 $1.6M
Goodman Advisory Group, LLC 0.38% Add +18.6% 24,109 $1.5M
Redwood Investment Management, LLC 0.16% New 22,318 $1.4M
IFP Advisors, Inc 0.03% New 21,510 $1.4M
HRT Financial LP 0.00% New 21,238 $1.4M
Truist Financial Corp. 0.00% Reduce -6.0% 21,201 $1.4M
Williams & Novak, LLC 1.01% Add +6.9% 20,960 $1.3M
Barclays PLC 0.00% Add +1061.3% 17,420 $1.1M
JPMorgan Chase & Co. 0.00% Reduce -2.5% 16,512 $1.1M
Integrated Wealth Concepts LLC 0.01% Add +37.9% 13,742 $883K
BlackRock, Inc. 0.00% Reduce -60.7% 12,911 $830K
FLP Wealth Management, LLC 1.94% Add +2.6% 12,753 $819K
National Bank of Canada 0.00% Add +659.9% 12,706 $815K
Delos Wealth Advisors, LLC 0.52% Add +39.7% 12,155 $781K
Sanctuary Advisors, LLC 0.00% Add +2.2% 11,656 $749K
Blair William & Co. 0.00% Add +27.4% 10,836 $696K
WCG Wealth Advisors LLC 0.02% New 10,733 $690K
Advisory Services Network, LLC 0.01% Reduce -0.3% 10,041 $645K
Old Mission Capital LLC 0.02% New 9,693 $623K
Sankala Group LLC 0.46% — 8,483 $580K
Two Sigma Securities, LLC 0.08% Add +34.0% 9,007 $579K
Elevated Capital Advisors, LLC 0.13% Reduce -1.6% 8,634 $555K
Cetera Investment Advisers 0.00% Reduce -72.8% 8,448 $543K
North Ridge Wealth Advisors, Inc. 0.28% Add +21.7% 7,843 $504K
Ballew Advisors, Inc 0.28% Reduce -11.1% 7,738 $501K
Golden Reserve Retirement LLC 0.09% New 7,506 $482K
Colonial River Investments, LLC 0.17% Add +11.6% 7,494 $481K
Axxcess Wealth Management, LLC 0.01% Add +9.9% 7,369 $473K
Insigneo Advisory Services, LLC 0.03% New 7,200 $463K
Private Trust Co. NA 0.04% Add +0.1% 6,917 $444K
Simplicity Wealth,LLC 0.03% Add +5.8% 6,733 $433K
Bcwm, LLC 0.12% Reduce -19.1% 6,486 $417K
Mutual Advisors, LLC 0.01% Reduce -1.3% 6,475 $416K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -28.6% 5,368 $345K
Creative Planning 0.00% New 5,291 $340K
BNP Paribas Financial Markets 0.00% Reduce -87.6% 5,200 $334K
Lloyd Advisory Services, LLC. 0.13% Add +62.2% 5,182 $333K
Great Lakes Retirement, Inc. 0.03% Reduce -7.3% 4,825 $314K
Timber Creek Capital Management LLC 0.07% Add +29.6% 4,774 $307K
Steward Partners Investment Advisory, LLC 0.00% Reduce -94.4% 4,736 $304K
Concurrent Investment Advisors, LLC 0.00% Reduce -9.9% 4,672 $300K
Susquehanna International Group, LLP 0.00% Reduce -82.8% 4,655 $299K
Integrity Alliance, Llc. 0.01% Reduce -8.3% 4,473 $287K
Authentikos Wealth Advisory, LLC 0.18% Reduce -87.3% 4,279 $275K
Federation des caisses Desjardins du Quebec 0.00% No change 4,149 $267K
AQR Capital Management 0.00% No change 3,814 $245K
Visionary Wealth Advisors 0.01% Reduce -18.8% 3,813 $245K
Byrne Financial Freedom, LLC 0.09% Reduce -22.2% 3,178 $204K
Sowell Financial Services LLC 0.01% Reduce -3.6% 3,170 $204K
International Assets Investment Management, LLC 0.01% New 2,590 $166K
Comerica Bank 0.00% Reduce -2.9% 2,387 $153K
Farther Finance Advisors, LLC 0.00% No change 2,363 $152K
Hollencrest Capital Management 0.01% Add +0.2% 2,346 $151K
Parallel Advisors, LLC 0.00% No change 1,700 $109K
Cwm, LLC 0.00% Reduce -62.3% 1,431 $92K
Tucker Asset Management LLC 0.02% New 1,261 $81K
Wealth Watch Advisors, INC 0.02% Reduce -0.1% 1,013 $65K
Kestra Advisory Services, LLC 0.00% New 953 $61K
Kingdom Financial Group LLC. 0.02% New 855 $55K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 758 $49K
Qube Research & Technologies Ltd 0.00% Add +950.0% 651 $42K
Solstein Capital, LLC 0.02% New 592 $38K
MAI Capital Management 0.00% Add +17633.3% 532 $34K
Bank of Montreal 0.00% New 385 $25K
EverSource Wealth Advisors, LLC 0.00% No change 350 $22K
Networth Advisors, LLC 0.01% — 310 $20K
West Branch Capital LLC 0.00% Add +1.0% 209 $13K
Geneos Wealth Management Inc. 0.00% Reduce -14.6% 193 $12K
TD Private Client Wealth LLC 0.00% No change 152 $10K
Flagship Harbor Advisors, LLC 0.00% New 144 $9K
NewEdge Advisors, LLC 0.00% Add +0.8% 128 $8K
DecisionPoint Financial, LLC 0.00% New 100 $6K
Clayton Financial Group LLC 0.00% New 92 $6K
AlphaCore Capital LLC 0.00% New 54 $4K
Spire Wealth Management 0.00% No change 52 $3K
Bogart Wealth, LLC 0.00% No change 51 $3K
Estate Planners Group, LLC 0.00% — 50 $3K
ORG Partners LLC 0.00% No change 45 $3K
Evolution Wealth Management Inc. 0.00% No change 41 $3K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -13.0% 40 $3K
Creative Financial Designs Inc. 0.00% Reduce -100.0% 2 $123

"% 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.