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Pimco 25+ YR Zero CPN US TIF (ZROZ)

CUSIP: 72201R882 | NYSE | 471 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Annex Advisory Services, LLC1,307,243
1.2% of portfolio›$70.5M
Mirae Asset Global Investments Co., Ltd.1,300,009
0.1% of portfolio›$70.1M
GenWealth Group, Inc.441,103
3.7% of portfolio›$23.8M
Paragon Advisors, LLC181,243
1.8% of portfolio›$9.8M
Cyndeo Wealth Partners, LLC177,154
0.4% of portfolio›$9.6M
Richard P Slaughter Associates Inc93,433
1.0% of portfolio›$5.0M
Truist Financial Corp90,411
0.0% of portfolio›$4.9M
Commonwealth Equity Services, LLC89,144
0.0% of portfolio›$4.8M
Oppenheimer & Co Inc82,454
0.0% of portfolio›$4.4M
D.A. Davidson & Co.78,111
0.0% of portfolio›$4.2M
Cambridge Investment Research Advisors, Inc.73,326
0.0% of portfolio›$4.0K
Cassaday & Co Wealth Management LLC54,164
0.1% of portfolio›$2.9M
Arlington Capital Management Inc52,462
1.6% of portfolio›$2.8M
Mid-American Wealth Advisory Group, Inc.45,859
0.9% of portfolio›$2.5M
Krilogy Financial LLC40,033
0.1% of portfolio›$2.2M
Carrera Capital Advisors33,836
0.3% of portfolio›$1.8M
Golden Reserve Retirement LLC32,702
0.3% of portfolio›$1.8M
Wealth Enhancement Advisory Services, LLC32,199
0.0% of portfolio›$1.7M
Nova Financial LLC30,183
0.7% of portfolio›$1.6M
Lloyd Advisory Services, Llc.29,158
0.6% of portfolio›$1.6M
Compass Financial Management LLC23,969
0.1% of portfolio›$1.3M
Provident Wealth Management, LLC23,556
0.5% of portfolio›$1.3M
Wedbush Securities Inc21,402
0.0% of portfolio›$1.2K
Goodman Advisory Group, LLC18,330
0.2% of portfolio›$988.4K
Samalin Investment Counsel, LLC16,393
0.3% of portfolio›$883.9K
Williams & Novak Wealth Management, LLC14,774
0.5% of portfolio›$796.6K
Elevated Capital Advisors, LLC10,581
0.2% of portfolio›$570.5K
Primoris Wealth Advisors, LLC10,000
0.3% of portfolio›$539.2K
Howard Bailey Securities, LLC7,903
0.2% of portfolio›$426.1K
Great Lakes Retirement, Inc.7,765
0.0% of portfolio›$418.7K
B.O.S.S. Retirement Advisors, LLC7,522
0.1% of portfolio›$405.6K
Ballew Advisors, Inc7,350
0.2% of portfolio›$392.6K
Simplicity Wealth,LLC6,903
0.0% of portfolio›$372.2K
Apollon Wealth Management, LLC5,535
0.0% of portfolio›$298.4K
Aegis Wealth Management, Inc.5,291
0.2% of portfolio›$285.3K
Integrity Wealth Advisors, Inc.4,281
0.1% of portfolio›$230.9K
Davenport & Co LLC4,202
0.0% of portfolio›$226.6K
Private Trust Co NA3,530
0.0% of portfolio›$190.3K
Farther Finance Advisors, LLC3,247
0.0% of portfolio›$175.1K
Tounjian Advisory Partners, LLC2,901
0.1% of portfolio›$156.4K
Kingdom Financial Group Llc.1,998
0.0% of portfolio›$107.7K
TD Private Client Wealth LLC1,131
0.0% of portfolio›$61.0K
Montgomery Financial Services LLC899
0.0% of portfolio›$48.5K
Networth Advisors, LLC606
0.0% of portfolio›$32.7K
Lanark Financial, Inc.587
0.0% of portfolio›$31.7K
DecisionPoint Financial, LLC517
0.0% of portfolio›$27.7K
Nfsg Corp500
0.0% of portfolio›$27.0K
Decker Retirement Planning Inc.234
0.0% of portfolio›$12.6K
West Branch Capital LLC218
0.0% of portfolio›$11.7K
Quest 10 Wealth Builders, Inc.144
0.0% of portfolio›$7.8K
Spire Wealth Management127
0.0% of portfolio›$6.8K
EverSource Wealth Advisors, LLC105
0.0% of portfolio›$5.7K
Creative Financial Designs Inc2
0.0% of portfolio›$107
StyleTurnoverLocationFiled
Annex Advisory Services, LLC
1,307,243$70.5M1.2%GrowthHighBrookfield, WI2026-10-16
Mirae Asset Global Investments Co., Ltd.
1,300,009$70.1M0.1%GrowthLowSeoul, Malaysia2026-11-03
GenWealth Group, Inc.
441,103$23.8M3.7%ETFMediumMaplewood, NJ2026-10-16
Paragon Advisors, LLC
181,243$9.8M1.8%ETFHighCollege Station, TX2026-11-03
Cyndeo Wealth Partners, LLC
177,154$9.6M0.4%CoreMediumSt. Petersburg, FL2026-10-16
Richard P Slaughter Associates Inc
93,433$5.0M1.0%ETFMediumAustin, TX2026-10-13
Truist Financial Corp
90,411$4.9M0.0%CoreLowCharlotte, NC2026-10-30
Commonwealth Equity Services, LLC
89,144$4.8M0.0%ETFLowWaltham, MA2026-11-02
Oppenheimer & Co Inc
82,454$4.4M0.0%CoreLowNew York, NY2026-10-26
D.A. Davidson & Co.
78,111$4.2M0.0%CoreLowGreat Falls, MT2026-10-28
Cambridge Investment Research Advisors, Inc.
73,326$4.0K0.0%ETFLowFairfield, IA2026-11-02
Cassaday & Co Wealth Management LLC
54,164$2.9M0.1%ETFVery LowMclean, VA2026-10-27
Arlington Capital Management Inc
52,462$2.8M1.6%GARPHighArlington Heights, IL2026-10-30
Mid-American Wealth Advisory Group, Inc.
45,859$2.5M0.9%ETFMediumKansas City, MO2026-10-21
Krilogy Financial LLC
40,033$2.2M0.1%GrowthLowSt. Louis, MO2026-10-13
Carrera Capital Advisors
33,836$1.8M0.3%ETFMediumTroy, MI2026-11-03
Golden Reserve Retirement LLC
32,702$1.8M0.3%ETFVery LowDublin, OH2026-11-02
Wealth Enhancement Advisory Services, LLC
32,199$1.7M0.0%CoreLowPlymouth, MN2026-10-13
Nova Financial LLC
30,183$1.6M0.7%N/AN/ATucson, AZ2026-11-04
Lloyd Advisory Services, Llc.
29,158$1.6M0.6%ETFVery HighSuwanee, GA2026-11-02
Compass Financial Management LLC
23,969$1.3M0.1%CoreN/ATampa, FL2026-10-30
Provident Wealth Management, LLC
23,556$1.3M0.5%ETFVery LowBrentwood, TN2026-10-20
Wedbush Securities Inc
21,402$1.2K0.0%CoreLowPasadena, CA2026-10-22
Goodman Advisory Group, LLC
18,330$988.4K0.2%GrowthHighNeedham, MA2026-11-02
Samalin Investment Counsel, LLC
16,393$883.9K0.3%YieldMediumChappaqua, NY2026-10-23
Williams & Novak Wealth Management, LLC
14,774$796.6K0.5%ETFMediumWestlake Village, CA2026-10-09
Elevated Capital Advisors, LLC
10,581$570.5K0.2%ETFMediumSandy, UT2026-11-04
Primoris Wealth Advisors, LLC
10,000$539.2K0.3%GrowthMediumNorth Palm Beach, FL2026-10-28
Howard Bailey Securities, LLC
7,903$426.1K0.2%ETFMediumFort Wayne, IN2026-10-27
Great Lakes Retirement, Inc.
7,765$418.7K0.0%GrowthLowSandusky, OH2026-10-26
B.O.S.S. Retirement Advisors, LLC
7,522$405.6K0.1%ETFMediumLehi, UT2026-10-26
Ballew Advisors, Inc
7,350$392.6K0.2%ETFLowJackson, MS2026-10-05
Simplicity Wealth,LLC
6,903$372.2K0.0%ETFLowSummit, NJ2026-10-23
Apollon Wealth Management, LLC
5,535$298.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
Aegis Wealth Management, Inc.
5,291$285.3K0.2%ETFMediumGuthrie Center, IA2026-10-26
Integrity Wealth Advisors, Inc.
4,281$230.9K0.1%ETFMediumVentura, CA2026-10-29
Davenport & Co LLC
4,202$226.6K0.0%CoreMediumRichmond, VA2026-10-14
Private Trust Co NA
3,530$190.3K0.0%CoreLowCleveland, OH2026-10-20
Farther Finance Advisors, LLC
3,247$175.1K0.0%IndexLowSan Francisco, CA2026-10-08
Tounjian Advisory Partners, LLC
2,901$156.4K0.1%GrowthHighFort Myers, FL2026-11-04
Kingdom Financial Group Llc.
1,998$107.7K0.0%ETFMediumPeoria, AZ2026-11-04
TD Private Client Wealth LLC
1,131$61.0K0.0%ETFLowNew York, NY2026-10-28
Montgomery Financial Services LLC
899$48.5K0.0%ETFN/AOcean City, MD2026-11-03
Networth Advisors, LLC
606$32.7K0.0%ETFMediumCanonsburg, PA2026-11-03
Lanark Financial, Inc.
587$31.7K0.0%CoreMediumBirmingham, AL2026-10-26
DecisionPoint Financial, LLC
517$27.7K0.0%ETFVery LowMesa, AZ2026-10-27
Nfsg Corp
500$27.0K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Decker Retirement Planning Inc.
234$12.6K0.0%Agg GrowthVery HighLevi, UT2026-10-19
West Branch Capital LLC
218$11.7K0.0%GrowthVery LowAmherst, MA2026-10-20
Quest 10 Wealth Builders, Inc.
144$7.8K0.0%ETFLowFuquay-Varina, VA2026-11-02
Spire Wealth Management
127$6.8K0.0%GrowthMediumMclean, VA2026-10-30
EverSource Wealth Advisors, LLC
105$5.7K0.0%CoreMediumBirmingham, AL2026-11-04
Creative Financial Designs Inc
2$1070.0%ETFMediumKokomo, IN2026-11-04