Who Owns PIMCO 25 Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund (ZROZ)? -- Institutional Holders (2026-03-31)
150 institutions reported holding $589.2M of PIMCO 25 Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund (ZROZ) in SEC 13F filings for 2026-03-31. Largest institutional holders: Mirae Asset Global Investments Co., Ltd. ($78.6M), BANK OF AMERICA CORP /DE/ ($47.9M), LPL Financial LLC ($40.6M), RWA WEALTH PARTNERS, LLC ($38.3M), RiverFront Investment Group, LLC ($35.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Mirae Asset Global Investments Co., Ltd. | $78.6M | 1.2M | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $47.9M | 748,902 | Added |
| 3 | LPL Financial LLC | $40.6M | 633,868 | Trimmed |
| 4 | RWA WEALTH PARTNERS, LLC | $38.3M | 598,288 | Hold |
| 5 | RiverFront Investment Group, LLC | $35.6M | 556,338 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $32.9M | 513,409 | Added |
| 7 | CPC Advisors, LLC | $27.1M | 423,982 | Added |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $25.3M | 394,665 | Added |
| 9 | GenWealth Group, Inc. | $24.7M | 386,261 | Added |
| 10 | Krilogy Financial LLC | $15.0M | 238,537 | Trimmed |
| 11 | RAYMOND JAMES FINANCIAL INC | $12.7M | 198,939 | Added |
| 12 | JANE STREET GROUP, LLC | $12.2M | 190,965 | Added |
| 13 | MORGAN STANLEY | $10.3M | 161,567 | Trimmed |
| 14 | Cyndeo Wealth Partners, LLC | $9.6M | 149,488 | Added |
| 15 | CITADEL ADVISORS LLC | $9.5M | 148,800 | Trimmed |
| 16 | Paragon Advisors, LLC | $9.2M | 143,409 | Trimmed |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.6M | 119,221 | Added |
| 18 | Centurion Wealth Management LLC | $7.1M | 110,684 | Added |
| 19 | Mid-American Wealth Advisory Group, Inc. | $7.1M | 109,982 | Hold |
| 20 | IHT Wealth Management, LLC | $6.6M | 103,719 | Added |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $6.4M | 100,602 | Trimmed |
| 22 | MILLENNIUM MANAGEMENT LLC | $6.4M | 100,000 | Added |
| 23 | Rockefeller Capital Management L.P. | $6.2M | 97,188 | Added |
| 24 | JONES FINANCIAL COMPANIES LLLP | $5.7M | 90,611 | Added |
| 25 | D.A. DAVIDSON & CO. | $5.3M | 83,324 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31