Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / 25YR+ ZERO U S
-
Number of holders
-
103
-
Total 13F shares, excl. options
-
3,560,813
-
Shares change
-
-562,312
-
Total reported value, excl. options
-
$341,287,265
-
Value change
-
-$48,488,344
-
Put/Call ratio
-
67%
-
Number of buys
-
60
-
Number of sells
-
-42
-
Price
-
$95.78
Significant Holders of PIMCO ETF TR - 25YR+ ZERO U S (ZROZ) as of Q1 2023
127 filings reported holding ZROZ - PIMCO ETF TR - 25YR+ ZERO U S as of Q1 2023.
PIMCO ETF TR - 25YR+ ZERO U S (ZROZ) has 103 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,560,813 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (444,957 shares), LPL Financial LLC (402,181 shares), MORGAN STANLEY (399,704 shares), ADVISOR GROUP HOLDINGS, INC. (192,357 shares), Gladstone Institutional Advisory LLC (163,543 shares), Horizon Wealth Management, LLC (156,577 shares), GenWealth Group, Inc. (131,186 shares), Atlas Financial Advisors, Inc. (123,908 shares), Hamilton Wealth, LLC (118,364 shares), and COMMONWEALTH EQUITY SERVICES, LLC (110,751 shares).
This table shows the top 103 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.