PIMCO 25+ YR ZERO CPN US TIF ZROZ
$62.61
0.0% 52w: $58.70 – $68.27
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data58.7063.4868.27
Jun 20, 2025 Jul 2, 2026
Institutional holders
127
-7 QoQ
13F value
$554.5M
-13.9% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
1.0×
$17.9M calls / $17.3M puts
Institutional value by quarter
Number of holders
Who owns ZROZ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | Index provider | 1.2M | $78.6M | 0.0% | -30.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 748.9K | $47.9M | 0.0% | +60.3% |
| LPL Financial LLC | Bank broker | 633.9K | $40.6M | 0.0% | -3.2% |
| RWA WEALTH PARTNERS, LLC | Wealth advisor | 598.3K | $38.3M | 0.4% | Held |
| RiverFront Investment Group, LLC | Wealth advisor | 556.3K | $35.6M | 0.6% | +9.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 513.4K | $32.9M | 0.0% | +5.6% |
| CPC Advisors, LLC | Wealth advisor | 424.0K | $27.1M | 4.4% | +5.1% |
| GenWealth Group, Inc. | Wealth advisor | 386.3K | $24.7M | 4.2% | +52.6% |
| Krilogy Financial LLC | Wealth advisor | 238.5K | $15.0M | 0.5% | -6.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 198.9K | $12.7M | 0.0% | +4.2% |
| MORGAN STANLEY | Bank broker | 161.6K | $10.3M | 0.0% | -21.7% |
| Cyndeo Wealth Partners, LLC | Other | 149.5K | $9.6M | 0.5% | +38.5% |
| Paragon Advisors, LLC | Wealth advisor | 143.4K | $9.2M | 2.5% | -5.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 119.2K | $7.6M | 0.0% | +4.2% |
| Centurion Wealth Management LLC | Wealth advisor | 110.7K | $7.1M | 1.6% | +6.2% |
| Mid-American Wealth Advisory Group, Inc. | Wealth advisor | 110.0K | $7.1M | 3.0% | Held |
| IHT Wealth Management, LLC | Wealth advisor | 103.7K | $6.6M | 0.2% | +5.4% |
| JANE STREET GROUP, LLC | Market maker | 103.5K | $6.6M | 0.0% | -21.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 100.6K | $6.4M | 0.0% | -13.1% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 100.0K | $6.4M | 0.0% | +33.3% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 97.2K | $6.2M | 0.0% | +126.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 90.6K | $5.7M | 0.0% | +8.5% |
| D.A. DAVIDSON & CO. | Wealth advisor | 83.3K | $5.3M | 0.0% | -2.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 81.6K | $5.2M | 0.0% | +1652.2% |
| ROYAL BANK OF CANADA | Bank broker | 81.1K | $5.2M | 0.0% | -10.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 72.1K | $4.6M | 0.0% | New |
| Glaxis Capital Management, LLC | Wealth advisor | 70.0K | $4.5M | 5.6% | +180.0% |
| Marex Group plc | Quant stat arb | 68.9K | $4.4M | 0.0% | Held |
| &PARTNERS | Diversified mechanical | 66.3K | $4.2M | 0.0% | +18.6% |
| WEDBUSH SECURITIES INC | Diversified mechanical | 58.8K | $3.8M | 0.1% | +71.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 56.9K | $3.6M | 0.0% | -28.0% |
| SHEPHERD KAPLAN KROCHUK, LLC | Wealth advisor | 56.1K | $3.6M | 3.0% | -2.6% |
| Arlington Capital Management, Inc. | Wealth advisor | 51.4K | $3.3M | 1.9% | +1.4% |
| UBS Group AG | Bank broker | 46.9K | $3.0M | 0.0% | +16.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 45.7K | $2.9M | 0.0% | -8.6% |
| Janney Montgomery Scott LLC | Diversified mechanical | 45.0K | $2.9M | 0.0% | +2.7% |
| Retirement Management Systems Inc. | Wealth advisor | 41.4K | $2.6M | 0.6% | -55.0% |
| AE Wealth Management LLC | Wealth advisor | 38.1K | $2.4M | 0.0% | -0.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 33.3K | $2.1M | 0.0% | +3.9% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 30.7K | $2.0M | 0.0% | New |
| AMERIPRISE FINANCIAL INC | Bank broker | 29.4K | $1.9M | 0.0% | -49.1% |
| Redwood Investment Management, LLC | Wealth advisor | 28.5K | $1.8M | 0.2% | +27.5% |
| Prospera Financial Services Inc | Diversified mechanical | 25.7K | $1.6M | 0.0% | +0.8% |
| Provident Wealth Management, LLC | Wealth advisor | 24.8K | $1.6M | 0.5% | -2.0% |
| Delos Wealth Advisors, LLC | Wealth advisor | 24.2K | $1.5M | 0.9% | +99.1% |
| Carrera Capital Advisors | Wealth advisor | 23.8K | $1.5M | 0.2% | -24.5% |
| Goodman Advisory Group, LLC | Wealth advisor | 23.2K | $1.5M | 0.4% | -3.7% |
| Sanctuary Advisors, LLC | Wealth advisor | 22.5K | $1.4M | 0.0% | +93.0% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 22.3K | $1.4M | 0.0% | +5.1% |
| IFP Advisors, Inc | Wealth advisor | 21.5K | $1.4M | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.