Who owns PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of ZROZ from SEC Form 13F filings across 123 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 123 institutions disclosed 9.4M shares of PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund worth $601.0M — about 39.9% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
123
13F holders
$601.0M
value, 2026 filers
39.9%
of shares outstanding (9.4M sh)
24
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of ZROZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1.3M | $82.7M | 0.0% | 5.5% | +72.3% |
| 2 | Mirae Asset Global Investments Co., Ltd. | 857,839 | $55.0M | 0.1% | 3.6% | -30.1% |
| 3 | LPL Financial LLC | 686,112 | $44.0M | 0.0% | 2.9% | +8.2% |
| 4 | RWA WEALTH PARTNERS, LLC | 598,288 | $38.4M | 0.4% | 2.5% | 0.0% |
| 5 | RiverFront Investment Group, LLC | 557,422 | $35.7M | 0.5% | 2.4% | +0.2% |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 486,324 | $31.2M | 0.0% | 2.1% | -5.3% |
| 7 | CPC Advisors, LLC | 417,268 | $26.7M | 3.6% | 1.8% | -1.6% |
| 8 | GenWealth Group, Inc. | 406,774 | $26.1M | 4.1% | 1.7% | +5.3% |
| 9 | Quadrature Capital LtdNEW | 287,853 | $18.5M | 0.2% | 1.2% | new |
| 10 | Krilogy Financial LLC | 253,936 | $16.3M | 0.5% | 1.1% | +6.5% |
| 11 | RAYMOND JAMES FINANCIAL INC | 227,054 | $14.6M | 0.0% | 1% | +14.1% |
| 12 | Tidal Investments LLCNEW | 171,949 | $10.9M | 0.0% | 0.7% | new |
| 13 | Cyndeo Wealth Partners, LLC | 154,331 | $9.9M | 0.5% | 0.7% | +3.2% |
| 14 | MORGAN STANLEY | 152,855 | $9.8M | 0.0% | 0.7% | -5.4% |
| 15 | Paragon Advisors, LLC | 148,433 | $9.5M | 2.0% | 0.6% | +3.5% |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 129,466 | $8.3M | 0.0% | 0.6% | +8.6% |
| 17 | AE Wealth Management LLC | 116,512 | $7.5M | 0.0% | 0.5% | +205.8% |
| 18 | IHT Wealth Management, LLC | 105,172 | $6.7M | 0.1% | 0.4% | +1.4% |
| 19 | Tower Research Capital LLC (TRC) | 100,242 | $6.4M | 0.2% | 0.4% | +524.0% |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 97,839 | $6.3M | 0.0% | 0.4% | -2.7% |
| 21 | Rockefeller Capital Management L.P. | 96,029 | $6.2M | 0.0% | 0.4% | -1.2% |
| 22 | GOLDMAN SACHS GROUP INC | 91,404 | $5.9M | 0.0% | 0.4% | +26.8% |
| 23 | ROYAL BANK OF CANADA | 89,650 | $5.7M | 0.0% | 0.4% | +10.5% |
| 24 | MML INVESTORS SERVICES, LLC | 84,180 | $5.4M | 0.0% | 0.4% | +174.0% |
| 25 | D.A. DAVIDSON & CO. | 82,296 | $5.3M | 0.0% | 0.4% | -1.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.