Who Owns PIMCO (ZROZ)? -- Institutional Holders (2026-06-30)

150 institutions reported holding $640.5M of PIMCO (ZROZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($82.7M), Mirae Asset Global Investments Co., Ltd. ($55.0M), LPL Financial LLC ($44.0M), RWA WEALTH PARTNERS, LLC ($38.4M), RiverFront Investment Group, LLC ($35.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$82.7M	1.3M	Added
2	Mirae Asset Global Investments Co., Ltd.	$55.0M	857,839	Trimmed
3	LPL Financial LLC	$44.0M	686,112	Added
4	RWA WEALTH PARTNERS, LLC	$38.4M	598,288	Hold
5	RiverFront Investment Group, LLC	$35.7M	557,422	Added
6	ENVESTNET ASSET MANAGEMENT INC	$31.2M	486,324	Trimmed
7	CPC Advisors, LLC	$26.7M	417,268	Trimmed
8	GenWealth Group, Inc.	$26.1M	406,774	Added
9	Quadrature Capital Ltd	$18.5M	287,853	New
10	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$18.3M	285,655	Trimmed
11	Krilogy Financial LLC	$16.3M	253,936	Added
12	RAYMOND JAMES FINANCIAL INC	$14.6M	227,054	Added
13	CITADEL ADVISORS LLC	$12.2M	190,297	Added
14	Tidal Investments LLC	$10.9M	171,949	New
15	JANE STREET GROUP, LLC	$10.3M	159,970	Trimmed
16	Cyndeo Wealth Partners, LLC	$9.9M	154,331	Added
17	MORGAN STANLEY	$9.8M	152,855	Trimmed
18	Paragon Advisors, LLC	$9.5M	148,433	Added
19	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$8.3M	129,466	Added
20	AE Wealth Management LLC	$7.5M	116,512	Added
21	IMC-Chicago, LLC	$7.4M	116,500	Added
22	IHT Wealth Management, LLC	$6.7M	105,172	Added
23	Tower Research Capital LLC (TRC)	$6.4M	100,242	Added
24	COMMONWEALTH EQUITY SERVICES, LLC	$6.3M	97,839	Trimmed
25	Rockefeller Capital Management L.P.	$6.2M	96,029	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30