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Disclosery

ZROZ PIMCO ETF TR

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25YR ZERO U S (fund)

127 managers (127 13F filers) reported a position in ZROZ shares at 2026-03-31, 8,668,407 shares in all. 19 filers opened a position and 24 filers sold out during the quarter.

Managers
127
13F filers
127
New
19
Added
48
Reduced
48
Sold out
24
Shares held by filers
8,668,407

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,227,735$78.6M0.23%-548,79313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/748,902$47.9M<0.01%+281,65113F-HRTimelineGroup
LPL Financial LLC633,868$40.6M0.01%-20,93413F-HRTimeline
RWA WEALTH PARTNERS, LLC598,288$38.3M0.42%013F-HRTimeline
RiverFront Investment Group, LLC556,338$35.6M0.55%+47,66913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC513,409$32.9M0.01%+27,25413F-HRTimelineGroup
CPC Advisors, LLC423,982$27.1M4.4%+20,56113F-HRTimeline
GenWealth Group, Inc.386,261$24.7M4.23%+133,09113F-HRTimeline
Krilogy Financial LLC238,537$15M0.48%-15,95513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC198,939$12.7M<0.01%+7,99613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY161,567$10.3M<0.01%-44,75113F-HRTimelineGroup
Cyndeo Wealth Partners, LLC149,488$9.57M0.5%+41,53713F-HRTimeline
Paragon Advisors, LLC143,409$9.18M2.48%-8,93113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…119,221$7.63M<0.01%+4,80613F-HRTimelineGroup
Centurion Wealth Management LLC110,684$7.08M1.6%+6,50813F-HRTimeline
Mid-American Wealth Advisory Group, Inc.109,982$7.07M2.99%013F-HRTimeline
IHT Wealth Management, LLC103,719$6.64M0.15%+5,29313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC103,465$6.62M0.01%-28,52113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC100,602$6.44M0.01%-15,17813F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC100,000$6.4M<0.01%+25,00013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…97,188$6.22M0.01%+54,31413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP90,611$5.73M<0.01%+7,11213F-HRTimelineGroup
D.A. DAVIDSON & CO.83,324$5.33M0.03%-1,95313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…81,565$5.22M0.01%+76,91013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA81,120$5.19M<0.01%-9,14313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC72,070$4.61M<0.01%new13F-HRTimelineGroup
Glaxis Capital Management, LLC70,000$4.48M5.61%+45,00013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd68,904$4.41M0.05%013F-HRTimelineGroup
&PARTNERS66,291$4.24M0.02%+10,38713F-HRTimeline
WEDBUSH SECURITIES INC58,830$3.77M0.11%+24,44813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.56,885$3.64M0.01%-22,16713F-HRTimelineGroup
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC56,141$3.59M3.02%-1,51713F-HRTimelineGroup
Arlington Capital Management, Inc.51,377$3.29M1.85%+70213F-HRTimeline
UBS Group AGin group UBS Group AG46,877$3M<0.01%+6,45613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN45,667$2.92M<0.01%-4,30913F-HR/ATimelineGroup
Janney Montgomery Scott LLC44,968$2.88M0.01%+1,18713F-HRTimeline
Retirement Management Systems Inc.41,356$2.65M0.64%-50,47013F-HRTimeline
AE Wealth Management LLC38,103$2.44M0.01%-25013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP33,272$2.13M<0.01%+1,23613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC30,720$1.97M0.01%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC29,434$1.89M<0.01%-28,41313F-HR/ATimelineGroup
Redwood Investment Management, LLCin group Redwood Investment Management…28,465$1.82M0.23%+6,14713F-HR/ATimelineGroup
Prospera Financial Services Inc25,688$1.64M0.03%+21413F-HRTimeline
Provident Wealth Management, LLC24,837$1.59M0.48%-50313F-HRTimeline
Delos Wealth Advisors, LLC24,200$1.55M0.89%+12,04513F-HRTimeline
Carrera Capital Advisors23,761$1.52M0.23%-7,69113F-HRTimeline
Goodman Advisory Group, LLC23,227$1.49M0.39%-88213F-HRTimeline
Sanctuary Advisors, LLC22,492$1.44M0.01%+10,83613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP22,284$1.43M<0.01%+1,08313F-HRTimelineGroup
IFP Advisors, Inc21,510$1.38M0.03%013F-HRTimeline
FLP Wealth Management, LLC21,267$1.36M2.81%+8,51413F-HR/ATimeline
NVWM, LLC20,756$1.33M0.3%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…20,141$1.29M<0.01%-77,83713F-HRTimeline
Williams & Novak Wealth Management, LLC20,187$1.28M0.96%-77313F-HRTimeline
Valtinson Bruner Financial Planning LLC19,694$1.26M0.35%-13,74413F-HRTimeline
FLOW TRADERS U.S. LLC19,655$1.26M0.04%-21,47913F-HRTimeline
Golden Reserve Retirement LLC18,537$1.19M0.24%+11,03113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,247$1.18M<0.01%+1,73513F-HR/ATimelineGroup
Legacy Private Trust Co.17,078$1.09M0.07%-8,52513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16,065$1.03M0.03%-25,49513F-HRTimelineGroup
Almanack Investment Partners, LLC.15,396$985K0.17%new13F-HRTimeline
Integrated Wealth Concepts LLC14,434$924K0.01%+69213F-HRTimeline
IMC-Chicago, LLC13,884$889K0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL12,969$830K<0.01%+2,13313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/12,630$808K<0.01%-7613F-HRTimelineGroup
Purpose Unlimited Inc.in group Purpose Unlimited Inc.12,688$807K0.03%new13F-HRTimelineGroup
Annex Advisory Services, LLC12,416$795K0.01%-931,05413F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC11,862$759K0.01%new13F-HRTimelineGroup
Whalen Wealth Management Inc.11,095$710K0.38%new13F-HRTimeline
Advisory Services Network, LLC9,373$600K0.01%-66813F-HRTimeline
Sankala Group LLC8,465$539K0.44%-1813F-HRTimeline
Colonial River Investments, LLC8,008$513K0.18%+51413F-HRTimeline
NewEdge Advisors, LLC7,715$494K<0.01%+7,58713F-HR/ATimeline
Ballew Advisors, Inc7,435$472K0.27%-30313F-HRTimeline
Simplicity Wealth,LLC7,122$456K0.03%+38913F-HRTimeline
BCWM, LLC6,890$441K0.13%+40413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.6,637$425K<0.01%-6,27413F-HRTimelineGroup
Cetera Investment Advisers6,567$420K<0.01%-1,88113F-HRTimeline
Authentikos Wealth Advisory, LLC5,650$362K0.24%+1,37113F-HRTimeline
North Ridge Wealth Advisors, Inc.5,514$353K0.2%-2,32913F-HRTimeline
Fort Sheridan Advisors LLC5,500$352K0.04%new13F-HRTimeline
SIMPLEX TRADING, LLC5,456$349K0.01%-19,56113F-HRTimeline
Western Wealth Management, LLC5,015$321K0.01%-80,20013F-HR/ATimeline
Timber Creek Capital Management LLC4,813$308K0.07%+3913F-HRTimeline
Great Lakes Retirement, Inc.4,509$289K0.03%-31613F-HRTimeline
INTEGRITY ALLIANCE, LLC.4,423$283K0.01%-5013F-HRTimeline
Steward Partners Investment Advisory, L…4,410$282K<0.01%-32613F-HRTimeline
Federation des caisses Desjardins du Qu…4,149$266K<0.01%013F-HRTimeline
Visionary Wealth Advisors4,121$264K0.01%+30813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,008$257K<0.01%new13F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC3,965$254K0.03%-5,04213F-HRTimeline
SeaCrest Wealth Management, LLC3,729$239K0.03%new13F-HRTimeline
Ergawealth Advisors, Inc.3,681$236K0.1%new13F-HRTimeline
PRIVATE TRUST CO NA3,605$231K0.02%-3,31213F-HRTimeline
Sowell Financial Services LLC3,262$209K0.01%+9213F-HRTimeline
Private Advisor Group, LLC3,238$207K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,590$164K0.01%013F-HRTimeline
Elevated Capital Advisors, LLC2,469$158K0.04%-6,16513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,316$148K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC2,287$145K<0.01%-7613F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,799$115K0.02%+1,04113F-HRTimeline
Parallel Advisors, LLC1,700$109K<0.01%013F-HR/ATimeline
CWM, LLCin group CWM, LLC1,626$104K<0.01%+19513F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC1,500$96K<0.01%-15,92013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT1,012$64.8K<0.01%-1,33413F-HRTimeline
Lloyd Advisory Services, LLC.887$56.8K0.02%-4,29513F-HRTimeline
Kingdom Financial Group LLC.887$56.8K0.02%+3213F-HRTimeline
Solstein Capital, LLC592$37.9K0.02%013F-HRTimeline
Clayton Financial Group LLC482$30.9K0.02%+39013F-HRTimeline
MATHER GROUP, LLC.434$27.8K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/428$27.4K<0.01%+4313F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC238$15.2K<0.01%+8613F-HRTimeline
FMR LLCin group FMR LLC235$15K<0.01%new13F-HRTimelineGroup
Networth Advisors, LLC225$14.4K0.01%-8513F-HRTimeline
West Branch Capital LLC212$13.6K<0.01%+313F-HRTimeline
Geneos Wealth Management Inc.195$12.5K<0.01%+213F-HRTimeline
DecisionPoint Financial, LLC111$7.11K<0.01%+1113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…67$4.29K<0.01%new13F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC63$4.03K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management52$3.33K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC51$3.27K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.40$2.56K<0.01%013F-HRTimeline
AlphaCore Capital LLC22$1.41K<0.01%-3213F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.22$1.41K<0.01%-1913F-HRTimeline
MAI Capital Management21$1.34K<0.01%-51113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.18$1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CREATIVE FINANCIAL DESIGNS INC /ADV2$124<0.01%013F-HRTimeline