PIMCO 25+ YR ZERO CPN US TIF (ZROZ) Institutional Shareholders

PIMCO 25+ YR ZERO CPN US TIF (ZROZ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $508.20M in ZROZ holdings during the latest filing period.

Mirae Asset Global Investments Co., Ltd. is currently the largest disclosed institutional shareholder of ZROZ tracked by InsiderSet, reporting ownership valued at approximately $54.99M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $50.64M, representing an estimated loss of -7.91% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed ZROZ value among the investors covered in this analysis. Major shareholders include Mirae Asset Global Investments Co., Ltd., Bank Of America Corp, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in PIMCO 25+ YR ZERO CPN US TIF (ZROZ).

This page ranks the largest institutional ZROZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

119

Total Reported Value

$508.20M

Largest Holder

Mirae Asset Global Investments Co., Ltd.

Largest Position

$54.99M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

154

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Mirae Asset Global Investments Co., Ltd.0.10%857,839$54,987,480$50,638,236-$4,349,244-7.91%
Bank Of America Corp0.00%748,902$47,937,206$44,207,685-$3,729,521-7.78%
Lpl Financial Llc0.01%633,868$40,573,894$37,417,228-$3,156,666-7.78%
Rwa Wealth Partners, Llc0.42%598,288$38,296,415$35,316,941-$2,979,474-7.78%
Riverfront Investment Group, Llc0.55%556,338$35,611,172$32,840,632-$2,770,540-7.78%
Envestnet Asset Management Inc0.01%513,409$32,863,339$30,306,533-$2,556,806-7.78%
Cpc Advisors, Llc3.61%417,268$26,746,858$24,631,330-$2,115,528-7.91%
Genwealth Group, Inc.4.06%406,774$26,074,200$24,011,869-$2,062,331-7.91%
Krilogy Financial Llc0.48%253,936$16,277,289$14,989,842-$1,287,447-7.91%
Raymond James Financial Inc0.00%198,939$12,734,108$11,743,369-$990,739-7.78%
Morgan Stanley0.00%161,567$10,341,998$9,537,300-$804,698-7.78%
Cyndeo Wealth Partners, Llc0.47%154,331$9,892,632$9,110,159-$782,473-7.91%
Paragon Advisors, Llc2.48%143,409$9,179,620$8,465,433-$714,187-7.78%
Northwestern Mutual Wealth Management Co0.00%119,221$7,631,352$7,037,616-$593,736-7.78%
Iht Wealth Management, Llc0.15%103,719$6,638,999$6,122,533-$516,466-7.78%
Jane Street Group, Llc0.01%103,465$6,622,794$6,107,539-$515,255-7.78%
Commonwealth Equity Services, Llc0.01%100,602$6,439,517$5,938,536-$500,981-7.78%
Millennium Management Llc0.00%100,000$6,401,000$5,903,000-$498,000-7.78%
Rockefeller Capital Management L.P.0.01%97,188$6,221,026$5,737,008-$484,018-7.78%
Jones Financial Companies Lllp0.00%90,611$5,725,709$5,348,767-$376,942-6.58%
D.A. Davidson & Co.0.03%82,296$5,275,174$4,857,933-$417,241-7.91%
Susquehanna International Group, Llp0.01%81,565$5,220,976$4,814,782-$406,194-7.78%
Royal Bank Of Canada0.00%81,120$5,193,000$4,788,514-$404,486-7.79%
Goldman Sachs Group Inc0.00%72,070$4,613,201$4,254,292-$358,909-7.78%
Glaxis Capital Management, Llc5.61%70,000$4,480,700$4,132,100-$348,600-7.78%
Marex Group Plc0.05%68,904$4,410,545$4,067,403-$343,142-7.78%
&Partners0.02%66,291$4,243,473$3,913,158-$330,315-7.78%
Osaic Holdings, Inc.0.01%56,885$3,641,259$3,357,922-$283,337-7.78%
Shepherd Kaplan Krochuk, Llc3.02%56,141$3,593,585$3,314,003-$279,582-7.78%
Arlington Capital Management, Inc.2.06%51,742$3,316,686$3,054,330-$262,356-7.91%
Mid-American Wealth Advisory Group, Inc.1.10%47,445$3,041,201$2,800,678-$240,523-7.91%
Ubs Group Ag0.00%46,877$3,000,597$2,767,149-$233,448-7.78%
Retirement Management Systems Inc.0.61%46,622$2,988,482$2,752,097-$236,385-7.91%
Wells Fargo & Company/Mn0.00%45,667$2,923,163$2,695,723-$227,440-7.78%
Ae Wealth Management Llc0.01%38,103$2,438,970$2,249,220-$189,750-7.78%
Stifel Financial Corp0.00%33,272$2,129,740$1,964,046-$165,694-7.78%
Mml Investors Services, Llc0.01%30,720$1,966,402$1,813,402-$153,000-7.78%
Ameriprise Financial Inc0.00%29,434$1,886,280$1,737,489-$148,791-7.89%
Provident Wealth Management, Llc0.48%24,837$1,589,816$1,466,128-$123,688-7.78%
Delos Wealth Advisors, Llc0.89%24,200$1,549,042$1,428,526-$120,516-7.78%
Carrera Capital Advisors0.23%23,761$1,520,963$1,402,612-$118,351-7.78%
Goodman Advisory Group, Llc0.39%23,227$1,486,734$1,371,090-$115,644-7.78%
Prospera Financial Services Inc0.02%22,492$1,441,523$1,327,703-$113,820-7.90%
Sanctuary Advisors, Llc0.01%22,492$1,439,707$1,327,703-$112,004-7.78%
Truist Financial Corp0.00%22,284$1,426,399$1,315,425-$110,974-7.78%
Flp Wealth Management, Llc2.78%1,600$1,361,301$94,448-$1,266,853-93.06%
Nvwm, Llc0.30%20,756$1,328,591$1,225,227-$103,364-7.78%
Valtinson Bruner Financial Planning Llc0.35%19,694$1,260,613$1,162,537-$98,076-7.78%
Wealth Enhancement Advisory Services, Llc0.00%19,887$1,217,084$1,173,930-$43,154-3.55%
Golden Reserve Retirement Llc0.24%18,537$1,186,553$1,094,239-$92,314-7.78%

Frequently asked questions about ZROZ

  • Who owns the most ZROZ stock?

    The largest holders of ZROZ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PIMCO 25+ YR ZERO CPN US TIF (ZROZ).

  • Is ZROZ widely held by superinvestors?

    Many widely followed stocks like ZROZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ZROZ is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.