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 $604.43M in ZROZ holdings during the latest filing period.
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 $74.85M, representing an estimated loss of -9.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed ZROZ value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Mirae Asset Global Investments Co., Ltd., 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
118
Total Reported Value
$604.43M
Largest Holder
Bank Of America Corp
Largest Position
$82.71M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
120
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 | $74,847,577 | -$7,857,645 | -9.50% | |
| Mirae Asset Global Investments Co., Ltd. | 0.23% | 1,227,735 | $78,587,317 | $71,220,907 | -$7,366,410 | -9.37% | |
| Lpl Financial Llc | 0.01% | 686,112 | $43,979,750 | $39,801,357 | -$4,178,393 | -9.50% | |
| Rwa Wealth Partners, Llc | 0.37% | 598,288 | $38,350,261 | $34,706,687 | -$3,643,574 | -9.50% | |
| Riverfront Investment Group, Llc | 0.47% | 557,422 | $35,730,798 | $32,336,050 | -$3,394,748 | -9.50% | |
| Envestnet Asset Management Inc | 0.01% | 486,324 | $31,173,388 | $28,211,655 | -$2,961,733 | -9.50% | |
| Cpc Advisors, Llc | 3.61% | 417,268 | $26,746,858 | $24,205,717 | -$2,541,141 | -9.50% | |
| Genwealth Group, Inc. | 4.06% | 406,774 | $26,074,200 | $23,596,960 | -$2,477,240 | -9.50% | |
| Quadrature Capital Ltd | 0.16% | 287,853 | $18,451,377 | $16,698,353 | -$1,753,024 | -9.50% | |
| Krilogy Financial Llc | 0.48% | 253,936 | $16,277,289 | $14,730,827 | -$1,546,462 | -9.50% | |
| Raymond James Financial Inc | 0.00% | 227,054 | $14,554,191 | $13,171,403 | -$1,382,788 | -9.50% | |
| Tidal Investments Llc | 0.03% | 171,949 | $10,880,933 | $9,974,761 | -$906,172 | -8.33% | |
| Cyndeo Wealth Partners, Llc | 0.47% | 154,331 | $9,892,632 | $8,952,741 | -$939,891 | -9.50% | |
| Morgan Stanley | 0.00% | 152,855 | $9,798,023 | $8,867,119 | -$930,904 | -9.50% | |
| Paragon Advisors, Llc | 2.00% | 148,433 | $9,514,577 | $8,610,598 | -$903,979 | -9.50% | |
| Iht Wealth Management, Llc | 0.14% | 105,172 | $6,741,550 | $6,101,028 | -$640,522 | -9.50% | |
| Tower Research Capital Llc (Trc) | 0.16% | 100,242 | $6,425,512 | $5,815,038 | -$610,474 | -9.50% | |
| Commonwealth Equity Services, Llc | 0.01% | 97,839 | $6,271,450 | $5,675,640 | -$595,810 | -9.50% | |
| Rockefeller Capital Management L.P. | 0.01% | 96,029 | $6,155,511 | $5,570,642 | -$584,869 | -9.50% | |
| Goldman Sachs Group Inc | 0.00% | 91,404 | $5,858,996 | $5,302,346 | -$556,650 | -9.50% | |
| Royal Bank Of Canada | 0.00% | 89,650 | $5,747,000 | $5,200,597 | -$546,404 | -9.51% | |
| Mml Investors Services, Llc | 0.01% | 84,180 | $5,395,927 | $4,883,282 | -$512,645 | -9.50% | |
| D.A. Davidson & Co. | 0.03% | 82,296 | $5,275,174 | $4,773,991 | -$501,183 | -9.50% | |
| Jones Financial Companies Lllp | 0.00% | 77,427 | $5,049,789 | $4,491,540 | -$558,249 | -11.05% | |
| Susquehanna International Group, Llp | 0.00% | 76,955 | $4,932,816 | $4,464,160 | -$468,656 | -9.50% | |
| Osaic Holdings, Inc. | 0.01% | 70,314 | $4,507,185 | $4,078,915 | -$428,270 | -9.50% | |
| Marex Group Plc | 0.04% | 68,904 | $4,416,746 | $3,997,121 | -$419,625 | -9.50% | |
| Ubs Group Ag | 0.00% | 64,498 | $4,134,322 | $3,741,529 | -$392,793 | -9.50% | |
| Jane Street Group, Llc | 0.00% | 60,170 | $3,856,897 | $3,490,462 | -$366,435 | -9.50% | |
| Citadel Advisors Llc | 0.00% | 58,897 | $3,775,298 | $3,416,615 | -$358,683 | -9.50% | |
| Arlington Capital Management, Inc. | 2.06% | 51,742 | $3,316,686 | $3,001,553 | -$315,133 | -9.50% | |
| Flow Traders U.S. Llc | 0.13% | 50,554 | $3,241,000 | $2,932,638 | -$308,362 | -9.51% | |
| Mid-American Wealth Advisory Group, Inc. | 1.10% | 47,445 | $3,041,201 | $2,752,284 | -$288,917 | -9.50% | |
| Retirement Management Systems Inc. | 0.61% | 46,622 | $2,988,482 | $2,704,542 | -$283,940 | -9.50% | |
| Janney Montgomery Scott Llc | 0.01% | 46,218 | $2,963,000 | $2,681,106 | -$281,894 | -9.51% | |
| Gts Securities Llc | 0.06% | 46,103 | $2,955,202 | $2,674,435 | -$280,767 | -9.50% | |
| Wells Fargo & Company/Mn | 0.00% | 45,475 | $2,914,923 | $2,638,005 | -$276,918 | -9.50% | |
| &Partners | 0.01% | 42,280 | $2,717,596 | $2,452,663 | -$264,933 | -9.75% | |
| Shepherd Kaplan Krochuk, Llc | 1.95% | 38,300 | $2,455,030 | $2,221,783 | -$233,247 | -9.50% | |
| Sigma Planning Corp | 0.06% | 36,272 | $2,325,035 | $2,104,139 | -$220,896 | -9.50% | |
| Golden Reserve Retirement Llc | 0.32% | 32,121 | $2,058,978 | $1,863,339 | -$195,639 | -9.50% | |
| Carrera Capital Advisors | 0.30% | 31,229 | $2,001,766 | $1,811,594 | -$190,172 | -9.50% | |
| Lloyd Advisory Services, Llc. | 0.72% | 29,084 | $1,864,284 | $1,687,163 | -$177,121 | -9.50% | |
| Delos Wealth Advisors, Llc | 0.93% | 28,140 | $1,803,774 | $1,632,401 | -$171,373 | -9.50% | |
| Wedbush Securities Inc | 0.05% | 27,916 | $1,789,000 | $1,619,407 | -$169,593 | -9.48% | |
| Stifel Financial Corp | 0.00% | 27,045 | $1,733,589 | $1,568,880 | -$164,709 | -9.50% | |
| Provident Wealth Management, Llc | 0.41% | 24,761 | $1,587,192 | $1,436,386 | -$150,806 | -9.50% | |
| Prospera Financial Services Inc | 0.02% | 22,492 | $1,441,523 | $1,304,761 | -$136,762 | -9.49% | |
| Goodman Advisory Group, Llc | 0.33% | 22,401 | $1,435,899 | $1,299,482 | -$136,417 | -9.50% | |
| Truist Financial Corp | 0.00% | 22,113 | $1,417,443 | $1,282,775 | -$134,668 | -9.50% |
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.