ZROZ Institutional Ownership & Shareholders
PIMCO 25+ YR ZERO CPN US TIF (ZROZ) is currently held by 121 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $629.08M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of ZROZ tracked by InsiderSet, reporting ownership valued at approximately $82.71M 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 $75.36M, representing an estimated loss of -8.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed ZROZ value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Annex Advisory Services, Llc, Mirae Asset Global Investments Co., Ltd., 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
121
Total Reported Value
$629.08M
Largest Holder
Bank Of America Corp
Largest Position
$82.71M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
92
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.01% | 1,290,253 | $82,705,222 | $75,363,678 | -$7,341,544 | -8.88% | |
| Annex Advisory Services, Llc | 1.15% | 1,307,243 | $70,486,543 | $76,356,064 | +$5,869,521 | +8.33% | |
| Mirae Asset Global Investments Co., Ltd. | 0.12% | 1,300,009 | $70,096,485 | $75,933,526 | +$5,837,041 | +8.33% | |
| Lpl Financial Llc | 0.01% | 686,112 | $43,979,750 | $40,075,802 | -$3,903,948 | -8.88% | |
| Rwa Wealth Partners, Llc | 0.37% | 598,288 | $38,350,261 | $34,946,002 | -$3,404,259 | -8.88% | |
| Riverfront Investment Group, Llc | 0.47% | 557,422 | $35,730,798 | $32,559,019 | -$3,171,779 | -8.88% | |
| Envestnet Asset Management Inc | 0.01% | 486,324 | $31,173,388 | $28,406,185 | -$2,767,203 | -8.88% | |
| Genwealth Group, Inc. | 3.71% | 441,103 | $23,784,305 | $25,764,826 | +$1,980,521 | +8.33% | |
| Quadrature Capital Ltd | 0.16% | 287,853 | $18,451,377 | $16,813,494 | -$1,637,883 | -8.88% | |
| Raymond James Financial Inc | 0.00% | 227,054 | $14,554,191 | $13,262,224 | -$1,291,967 | -8.88% | |
| Tidal Investments Llc | 0.03% | 171,949 | $10,880,933 | $10,043,541 | -$837,392 | -7.70% | |
| Morgan Stanley | 0.00% | 152,855 | $9,798,023 | $8,928,261 | -$869,762 | -8.88% | |
| Cyndeo Wealth Partners, Llc | 0.43% | 177,154 | $9,552,151 | $10,347,565 | +$795,414 | +8.33% | |
| Paragon Advisors, Llc | 2.00% | 148,433 | $9,514,577 | $8,669,972 | -$844,605 | -8.88% | |
| Iht Wealth Management, Llc | 0.14% | 105,172 | $6,741,550 | $6,143,097 | -$598,453 | -8.88% | |
| Tower Research Capital Llc (Trc) | 0.16% | 100,242 | $6,425,512 | $5,855,135 | -$570,377 | -8.88% | |
| Rockefeller Capital Management L.P. | 0.01% | 96,029 | $6,155,511 | $5,609,054 | -$546,457 | -8.88% | |
| Goldman Sachs Group Inc | 0.00% | 91,404 | $5,858,996 | $5,338,908 | -$520,088 | -8.88% | |
| Royal Bank Of Canada | 0.00% | 89,650 | $5,747,000 | $5,236,457 | -$510,544 | -8.88% | |
| Mml Investors Services, Llc | 0.01% | 84,180 | $5,395,927 | $4,916,954 | -$478,973 | -8.88% | |
| Jones Financial Companies Lllp | 0.00% | 77,427 | $5,049,789 | $4,522,511 | -$527,278 | -10.44% | |
| Richard P Slaughter Associates Inc | 1.01% | 93,433 | $5,037,897 | $5,457,422 | +$419,525 | +8.33% | |
| Susquehanna International Group, Llp | 0.00% | 76,955 | $4,932,816 | $4,494,942 | -$437,874 | -8.88% | |
| Truist Financial Corp | 0.01% | 90,411 | $4,874,961 | $5,280,907 | +$405,946 | +8.33% | |
| Commonwealth Equity Services, Llc | 0.01% | 89,144 | $4,806,650 | $5,206,901 | +$400,251 | +8.33% | |
| Osaic Holdings, Inc. | 0.01% | 70,314 | $4,507,185 | $4,107,041 | -$400,144 | -8.88% | |
| Oppenheimer & Co Inc | 0.05% | 82,454 | $4,445,920 | $4,816,138 | +$370,218 | +8.33% | |
| Marex Group Plc | 0.04% | 68,904 | $4,416,746 | $4,024,683 | -$392,063 | -8.88% | |
| D.A. Davidson & Co. | 0.02% | 78,111 | $4,211,745 | $4,562,464 | +$350,719 | +8.33% | |
| Ubs Group Ag | 0.00% | 64,498 | $4,134,322 | $3,767,328 | -$366,994 | -8.88% | |
| Jane Street Group, Llc | 0.00% | 60,170 | $3,856,897 | $3,514,530 | -$342,367 | -8.88% | |
| Citadel Advisors Llc | 0.00% | 58,897 | $3,775,298 | $3,440,174 | -$335,124 | -8.88% | |
| Flow Traders U.S. Llc | 0.13% | 50,554 | $3,241,000 | $2,952,859 | -$288,141 | -8.89% | |
| Retirement Management Systems Inc. | 0.61% | 46,622 | $2,988,482 | $2,723,191 | -$265,291 | -8.88% | |
| Janney Montgomery Scott Llc | 0.01% | 46,218 | $2,963,000 | $2,699,593 | -$263,407 | -8.89% | |
| Gts Securities Llc | 0.06% | 46,103 | $2,955,202 | $2,692,876 | -$262,326 | -8.88% | |
| Cassaday & Co Wealth Management Llc | 0.05% | 54,164 | $2,920,523 | $3,163,719 | +$243,196 | +8.33% | |
| Wells Fargo & Company/Mn | 0.00% | 45,475 | $2,914,923 | $2,656,195 | -$258,728 | -8.88% | |
| Arlington Capital Management, Inc. | 1.62% | 52,462 | $2,828,751 | $3,064,305 | +$235,554 | +8.33% | |
| &Partners | 0.01% | 42,280 | $2,717,596 | $2,469,575 | -$248,021 | -9.13% | |
| Mid-American Wealth Advisory Group, Inc. | 0.86% | 45,859 | $2,472,727 | $2,678,624 | +$205,897 | +8.33% | |
| Shepherd Kaplan Krochuk, Llc | 1.95% | 38,300 | $2,455,030 | $2,237,103 | -$217,927 | -8.88% | |
| Krilogy Financial Llc | 0.06% | 40,033 | $2,159,370 | $2,338,328 | +$178,958 | +8.29% | |
| Carrera Capital Advisors | 0.30% | 31,229 | $2,001,766 | $1,824,086 | -$177,680 | -8.88% | |
| Delos Wealth Advisors, Llc | 0.93% | 28,140 | $1,803,774 | $1,643,657 | -$160,117 | -8.88% | |
| Golden Reserve Retirement Llc | 0.26% | 32,702 | $1,763,316 | $1,910,124 | +$146,808 | +8.33% | |
| Stifel Financial Corp | 0.00% | 27,045 | $1,733,589 | $1,579,698 | -$153,891 | -8.88% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 32,199 | $1,732,306 | $1,880,744 | +$148,438 | +8.57% | |
| Lloyd Advisory Services, Llc. | 0.60% | 29,158 | $1,572,212 | $1,703,119 | +$130,907 | +8.33% | |
| Prospera Financial Services Inc | 0.02% | 22,492 | $1,441,523 | $1,313,758 | -$127,765 | -8.86% |
Frequently asked questions about ZROZ
Who are the largest institutional holders of ZROZ?
The largest institutional holders of ZROZ reported in the latest SEC Form 13F filings include Bank Of America Corp, Annex Advisory Services, Llc, Mirae Asset Global Investments Co., Ltd., Lpl Financial Llc, and Rwa Wealth Partners, Llc. InsiderSet ranks institutional holders by their latest reported ZROZ position.
What is ZROZ institutional ownership?
This page tracks ZROZ positions reported by institutional investment managers through SEC Form 13F. PIMCO 25+ YR ZERO CPN US TIF (ZROZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ZROZ?
InsiderSet currently tracks 121 institutional managers reporting ZROZ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ZROZ shareholders.
How much ZROZ stock do institutions own?
Institutional investment managers disclosed approximately $629.08M in ZROZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ZROZ institutional ownership last updated?
The latest ZROZ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ZROZ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ZROZ position after the reporting date.
Are institutions buying or selling ZROZ?
Institutional buying and selling can be analyzed by comparing ZROZ positions across consecutive 13F reporting periods. InsiderSet's ZROZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ZROZ ownership changes.
How has ZROZ institutional ownership changed over time?
InsiderSet tracks ZROZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.