Who Owns PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund (ZROZ)?Hedge Fund & Institutional Holders

$63.90-0.45 (-0.70%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -2

Price History

$62.08$68.08$74.09$80.09$86.10Sep 24Jun 25Mar 26

ZROZ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Krilogy Financial LLCNew Position+254K+$16.7B
Paragon Advisors, LLCNew Position+152K+$9.8B
Mid-American Wealth Advisory Group, Inc.New Position+110K+$7.1B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+116K+$7.0B
IHT Wealth Management, LLCNew Position+98K+$6.0B
D.A. DAVIDSON & CO.New Position+85K+$5.5B
Western Wealth Management, LLCNew Position+85K+$5.0B
JONES FINANCIAL COMPANIES LLLPNew Position+83K+$5.0B
ABOUND FINANCIAL, LLCNew Position+76K+$4.9B
CITADEL ADVISORS LLCIncreased+46K+$2.2B
Valtinson Bruner Financial Planning LLCNew Position+33K+$2.1B
Carrera Capital AdvisorsNew Position+31K+$2.0B
SHEPHERD KAPLAN KROCHUK, LLCIncreased+28K+$1.7B
Provident Wealth Management, LLCNew Position+25K+$1.6B
Williams & Novak, LLCNew Position+21K+$1.3B

ZROZ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-142K-$54.1B
FLAGSHIP HARBOR ADVISORS, LLCDecreased-274K-$20.6B
JANE STREET GROUP, LLCDecreased-18K-$10.2B
GOLDMAN SACHS GROUP INCClosed Position-139K-$9.4B
CREATIVE FINANCIAL DESIGNS INC /ADVDecreased-123K-$8.4B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-80K-$6.9B
Steward Partners Investment Advisory, LLCDecreased-79K-$5.7B
CONSILIO WEALTH ADVISORS, LLCClosed Position-71K-$4.8B
Tower Research Capital LLC (TRC)Decreased-52K-$4.3B
AMERIPRISE FINANCIAL INCDecreased-28K-$2.8B
MILLENNIUM MANAGEMENT LLCDecreased-25K-$2.8B
STIFEL FINANCIAL CORPDecreased-38K-$2.8B
RAYMOND JAMES FINANCIAL INCDecreased-11K-$2.7B
Mariner, LLCDecreased-3K-$2.5B
WELLS FARGO & COMPANY/MNDecreased-15K-$2.4B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1RiverFront Investment Group, LLC508,669$32.7B0.54%Share
2BANK OF AMERICA CORP /DE/266,531$17.0B0.00%Share
3Krilogy Financial LLC254,492$16.7B0.57%Share
4BANK OF AMERICA CORP /DE/200,720$12.0B0.00%Share
5RAYMOND JAMES FINANCIAL INC179,260$11.0B0.00%Share
6Paragon Advisors, LLC152,340$9.8B2.66%Share
7Mid-American Wealth Advisory Group, Inc.109,982$7.1B2.99%Share
8COMMONWEALTH EQUITY SERVICES, LLC115,780$7.0B0.01%Share
9Cyndeo Wealth Partners, LLC107,951$6.9B0.37%Share
10Centurion Wealth Management LLC104,176$6.7B1.47%Share
11IHT Wealth Management, LLC98,426$6.0B0.15%Share
12CITADEL ADVISORS LLC102,663$6.0B0.00%Share
13D.A. DAVIDSON & CO.85,277$5.5B0.03%Share
14ROYAL BANK OF CANADA89,665$5.0B0.00%Share
15SUSQUEHANNA INTERNATIONAL GROUP, LLP92,300$5.0B0.00%Put
16JONES FINANCIAL COMPANIES LLLP83,499$5.0B0.00%Share
17Western Wealth Management, LLC85,215$5.0B0.23%Share
18ABOUND FINANCIAL, LLC76,420$4.9B1.44%Share
19CITADEL ADVISORS LLC67,400$4.0B0.00%Put
20Marex Group plc68,904$4.0B0.03%Share
21MILLENNIUM MANAGEMENT LLC75,000$4.0B0.00%Share
22SHEPHERD KAPLAN KROCHUK, LLC57,658$3.7B3.06%Share
23Arlington Capital Management, Inc.50,675$3.3B2.00%Share
24Nearwater Capital Markets, Ltd55,400$3.0B0.05%Share
25AMERIPRISE FINANCIAL INC57,847$3.0B0.00%Share
26UBS Group AG40,420$2.6B0.00%Share
27Valtinson Bruner Financial Planning LLC33,438$2.1B0.62%Share
28Carrera Capital Advisors31,452$2.0B0.34%Share
29Rockefeller Capital Management L.P.42,874$2.0B0.00%Share
30STIFEL FINANCIAL CORP32,036$2.0B0.00%Share
31OSAIC HOLDINGS, INC.44,220$2.0B0.00%Share
32OSAIC HOLDINGS, INC.34,630$2.0B0.00%Share
33WELLS FARGO & COMPANY/MN34,968$2.0B0.00%Share
34Tower Research Capital LLC (TRC)41,480$2.0B0.05%Share
35CITADEL ADVISORS LLC35,000$2.0B0.00%Call
36Legacy Private Trust Co.25,603$1.6B0.10%Share
37Provident Wealth Management, LLC25,340$1.6B0.48%Share
38Williams & Novak, LLC20,960$1.3B1.01%Share
39SUSQUEHANNA INTERNATIONAL GROUP, LLP26,700$1.0B0.00%Call
40Goodman Advisory Group, LLC24,109$1.0B0.25%Share
41SIMPLEX TRADING, LLC25,017$1.0B0.00%Share
42IFP Advisors, Inc21,510$1.0B0.02%Share
43BARCLAYS PLC15,920$1.0B0.00%Share
44Delos Wealth Advisors, LLC12,155$780.0M0.51%Share
45WCG Wealth Advisors LLC10,733$689.0M0.02%Share
46OLD MISSION CAPITAL LLC9,693$622.0M0.01%Share
47Elevated Capital Advisors, LLC8,634$554.0M0.13%Share
48North Ridge Wealth Advisors, Inc.7,843$503.0M0.28%Share
49Ballew Advisors, Inc7,738$500.0M0.28%Share
50Golden Reserve Retirement LLC7,506$482.0M0.09%Share

ZROZ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025132$221.9B+44
Q3 202588$315.1B-33
Q2 2025121$617.7B-19
Q1 2025140$699.7B+25
Q4 2024115$2.5T+27
Q3 202488$125.2T+5
Q2 202483$28.1T+10
Q1 202473$505.1T—

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As of Q4 2025, 50 institutional investors hold ZROZ (PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund). The largest holder is RiverFront Investment Group, LLC with $32.7B in shares. This quarter, 13 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own ZROZ?

As of Q4 2025, 50 institutional investors report holding ZROZ (PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund) in their 13F filings.

Who is the largest institutional holder of ZROZ?

The largest institutional holder of ZROZ is RiverFront Investment Group, LLC with $32.7B in shares.

Is institutional ownership of ZROZ increasing or decreasing?

This quarter, 13 institutions opened new positions in ZROZ and 2 closed their positions.