Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / 25YR+ ZERO U S
-
Number of holders
-
111
-
Total 13F shares, excl. options
-
5,406,375
-
Shares change
-
+1,154,134
-
Total reported value, excl. options
-
$393,333,881
-
Value change
-
+$79,970,231
-
Put/Call ratio
-
133%
-
Number of buys
-
64
-
Number of sells
-
-51
-
Price
-
$72.73
Significant Holders of PIMCO ETF TR - 25YR+ ZERO U S (ZROZ) as of Q3 2023
140 filings reported holding ZROZ - PIMCO ETF TR - 25YR+ ZERO U S as of Q3 2023.
PIMCO ETF TR - 25YR+ ZERO U S (ZROZ) has 111 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,406,375 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (1,330,815 shares), LPL Financial LLC (441,692 shares), MORGAN STANLEY (408,494 shares), JANE STREET GROUP, LLC (389,691 shares), Atlas Financial Advisors, Inc. (275,329 shares), OSAIC HOLDINGS, INC. (191,026 shares), WELLS FARGO & COMPANY/MN (178,036 shares), GenWealth Group, Inc. (146,099 shares), WCG Wealth Advisors LLC (144,291 shares), and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (121,319 shares).
This table shows the top 111 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.