PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 05/04/2026 | 1.23 M | $78.59 M | -30.89% | 5.55% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 748.90 K | $47.94 M | 60.28% | 3.39% |
| LPL FINANCIAL LLC | 05/06/2026 | 633.87 K | $40.57 M | -3.20% | 2.87% |
| ADVISER INVESTMENTS LLC | 05/13/2026 | 598.29 K | $38.30 M | 0.00% | 2.70% |
| RIVERFRONT INVESTMENT GROUP, LLC | 05/11/2026 | 556.34 K | $35.61 M | 9.37% | 2.52% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 513.41 K | $32.86 M | 5.61% | 2.32% |
| CONSOLIDATED PLANNING CORP | 04/16/2026 | 423.98 K | $27.14 M | 5.10% | 1.93% |
| GENWEALTH GROUP, INC. | 05/11/2026 | 386.26 K | $24.72 M | 52.57% | 1.75% |
| KRILOGY FINANCIAL LLC | 04/17/2026 | 238.54 K | $14.98 M | -6.27% | 1.08% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 198.94 K | $12.73 M | 4.19% | 0.90% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 181.50 K | $11.62 M | 96.64% | 0.82% |
| MORGAN STANLEY | 05/15/2026 | 161.57 K | $10.34 M | -21.69% | 0.73% |
| CYNDEO WEALTH PARTNERS, LLC | 04/13/2026 | 149.49 K | $9.57 M | 38.48% | 0.68% |
| PARAGON ADVISORS, LLC | 05/04/2026 | 143.41 K | $9.18 M | -5.86% | 0.65% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 131.60 K | $8.42 M | 392.88% | 0.60% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 119.22 K | $7.63 M | 4.20% | 0.54% |
| CENTURION WEALTH MANAGEMENT LLC | 04/13/2026 | 110.68 K | $7.08 M | 6.25% | 0.50% |
| MID-AMERICAN WEALTH ADVISORY GROUP, INC. | 04/23/2026 | 109.98 K | $7.07 M | 0.00% | 0.50% |
| CITADEL ADVISORS LLC | 05/15/2026 | 106.80 K | $6.84 M | 205.14% | 0.48% |
| IHT WEALTH MANAGEMENT, LLC | 05/15/2026 | 103.72 K | $6.64 M | 5.38% | 0.47% |
| JANE STREET GROUP, LLC | 05/12/2026 | 103.47 K | $6.62 M | -21.61% | 0.47% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 100.60 K | $6.44 M | -13.11% | 0.45% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 100.00 K | $6.40 M | 33.33% | 0.45% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 97.19 K | $6.22 M | 126.68% | 0.44% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 90.61 K | $5.73 M | 8.52% | 0.41% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 83.32 K | $5.33 M | -2.29% | 0.38% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 81.57 K | $5.22 M | 1,652.20% | 0.37% |
| ROYAL BANK OF CANADA | 05/15/2026 | 81.12 K | $5.19 M | -10.13% | 0.37% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 72.07 K | $4.61 M | 100.00% | 0.33% |
| GLAXIS CAPITAL MANAGEMENT, LLC | 05/11/2026 | 70.00 K | $4.48 M | 180.00% | 0.32% |
| MAREX GROUP PLC | 05/13/2026 | 68.90 K | $4.41 M | 0.00% | 0.31% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 66.29 K | $4.24 M | 18.58% | 0.30% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 58.83 K | $3.77 M | 71.11% | 0.27% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 56.89 K | $3.64 M | -28.04% | 0.26% |
| SHEPHERD KAPLAN KROCHUK, LLC | 05/15/2026 | 56.14 K | $3.59 M | -2.63% | 0.25% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 05/01/2026 | 51.38 K | $3.29 M | 1.39% | 0.23% |
| UBS GROUP AG | 05/05/2026 | 46.88 K | $3.00 M | 15.97% | 0.21% |
| JANE STREET GROUP, LLC | 05/12/2026 | 46.50 K | $2.98 M | 95.38% | 0.21% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 45.67 K | $2.92 M | -8.62% | 0.21% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 44.97 K | $2.88 M | 2.71% | 0.20% |
| CITADEL ADVISORS LLC | 05/15/2026 | 42.00 K | $2.69 M | -37.69% | 0.19% |
| 04/14/2026 | 41.36 K | $2.65 M | -54.96% | 0.19% | |
| JANE STREET GROUP, LLC | 05/12/2026 | 41.00 K | $2.62 M | 212.98% | 0.19% |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 38.10 K | $2.44 M | -0.65% | 0.17% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 33.27 K | $2.13 M | 3.86% | 0.15% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 30.72 K | $1.97 M | 100.00% | 0.14% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 29.43 K | $1.89 M | -49.12% | 0.13% |
| REDWOOD INVESTMENT MANAGEMENT, LLC | 05/14/2026 | 28.47 K | $1.82 M | 27.54% | 0.13% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 25.69 K | $1.64 M | 0.84% | 0.12% |
| PROVIDENT WEALTH MANAGEMENT, LLC | 04/17/2026 | 24.84 K | $1.59 M | -1.99% | 0.11% |
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PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 184 institutional investors and hedge funds held shares of PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund. The most heavily invested institutionals were:
Mirae Asset Global Investments Co., Ltd.: 1.23 M
BANK OF AMERICA CORP /DE/: 748,902
LPL Financial LLC: 633,868
Adviser Investments LLC: 598,288
RiverFront Investment Group, LLC: 556,338
ENVESTNET ASSET MANAGEMENT INC: 513,409
39.19% of PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.03 M shares in the last 24 months. This purchase volume represents approximately $606.77 M in transactions.