Who owns ZROZ?
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund · PIMCO
123 institutions reported holding ZROZ, worth $601.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ZROZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $82.7M | 1,290,253 | +541,351 shares |
| Mirae Asset Global Investments Co., Ltd. | Seoul, South Korea | $55.0M | 857,839 | −369,896 shares |
| LPL Financial LLC | Fort Mill, SC | $44.0M | 686,112 | +52,244 shares |
| RWA Wealth Partners, LLC | Boston, MA | $38.4M | 598,288 | No change |
| RiverFront Investment Group, LLC | Richmond, VA | $35.7M | 557,422 | +1,084 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $31.2M | 486,324 | −27,085 shares |
| CPC Advisors, LLC | Atlanta, GA | $26.7M | 417,268 | −6,714 shares |
| GenWealth Group, Inc. | Maplewood, NJ | $26.1M | 406,774 | +20,513 shares |
| Quadrature Capital Ltd | London, United Kingdom | $18.5M | 287,853 | New position |
| Krilogy Financial LLC | St. Louis, MO | $16.3M | 253,936 | +15,399 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns ZROZ?
123 institutional managers reported holding ZROZ in Form 13F filings for June 30, 2026, worth $601.9M in total. The largest reported position was held by Bank of America Corp., at $82.7M.
Did institutions buy or sell ZROZ last quarter?
Reported 13F value rose 8.7% from March 31, 2026, which includes price moves as well as buying and selling. 24 firms reported a new position and 25 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ZROZ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.