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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.29 M | $82.71 M | 72.29% | 5.49% |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 07/22/2026 | 857.84 K | $54.99 M | -30.13% | 3.65% |
| LPL FINANCIAL LLC | 08/07/2026 | 686.11 K | $43.98 M | 8.24% | 2.92% |
| ADVISER INVESTMENTS LLC | 08/07/2026 | 598.29 K | $38.35 M | 0.00% | 2.55% |
| RIVERFRONT INVESTMENT GROUP, LLC | 07/29/2026 | 557.42 K | $35.73 M | 0.19% | 2.37% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 486.32 K | $31.17 M | -5.28% | 2.07% |
| CONSOLIDATED PLANNING CORP | 07/24/2026 | 417.27 K | $26.75 M | -1.58% | 1.78% |
| GENWEALTH GROUP, INC. | 07/10/2026 | 406.77 K | $26.07 M | 5.31% | 1.73% |
| QUADRATURE CAPITAL LTD | 08/07/2026 | 287.85 K | $18.45 M | 100.00% | 1.22% |
| KRILOGY FINANCIAL LLC | 07/27/2026 | 253.94 K | $16.28 M | 6.46% | 1.08% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 227.05 K | $14.55 M | 14.13% | 0.97% |
| TOROSO INVESTMENTS, LLC | 08/13/2026 | 171.95 K | $10.88 M | 100.00% | 0.73% |
| CYNDEO WEALTH PARTNERS, LLC | 07/21/2026 | 154.33 K | $9.89 M | 3.24% | 0.66% |
| MORGAN STANLEY | 08/13/2026 | 152.86 K | $9.80 M | -5.39% | 0.65% |
| PARAGON ADVISORS, LLC | 07/29/2026 | 148.43 K | $9.51 M | 3.50% | 0.63% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 129.47 K | $8.30 M | 8.59% | 0.55% |
| CITADEL ADVISORS LLC | 09/02/2026 | 127.50 K | $8.17 M | 19.38% | 0.54% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 125.40 K | $8.04 M | -30.91% | 0.53% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 116.51 K | $7.47 M | 205.78% | 0.50% |
| IHT WEALTH MANAGEMENT, LLC | 08/14/2026 | 105.17 K | $6.74 M | 1.40% | 0.45% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 100.24 K | $6.43 M | 523.98% | 0.43% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 97.84 K | $6.27 M | -2.75% | 0.42% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 96.03 K | $6.16 M | -1.19% | 0.41% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 91.40 K | $5.86 M | 26.83% | 0.39% |
| ROYAL BANK OF CANADA | 08/14/2026 | 89.65 K | $5.75 M | 10.52% | 0.38% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 84.18 K | $5.40 M | 174.02% | 0.36% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 83.30 K | $5.34 M | -36.70% | 0.35% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 82.30 K | $5.28 M | -1.23% | 0.35% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 77.43 K | $5.05 M | -14.55% | 0.33% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 76.96 K | $4.93 M | -5.65% | 0.33% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 70.31 K | $4.51 M | 23.61% | 0.30% |
| MAREX GROUP PLC | 08/14/2026 | 68.90 K | $4.42 M | 0.00% | 0.29% |
| UBS GROUP AG | 08/13/2026 | 64.50 K | $4.13 M | 37.59% | 0.27% |
| JANE STREET GROUP, LLC | 08/14/2026 | 60.80 K | $3.90 M | 48.29% | 0.26% |
| JANE STREET GROUP, LLC | 08/14/2026 | 60.17 K | $3.86 M | -41.85% | 0.26% |
| CITADEL ADVISORS LLC | 09/02/2026 | 58.90 K | $3.78 M | 100.00% | 0.25% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 07/24/2026 | 51.74 K | $3.32 M | 0.71% | 0.22% |
| FLOW TRADERS U.S. LLC | 08/14/2026 | 50.55 K | $3.24 M | 157.21% | 0.22% |
| MID-AMERICAN WEALTH ADVISORY GROUP, INC. | 07/16/2026 | 47.45 K | $3.04 M | -56.86% | 0.20% |
| RETIREMENT MANAGEMENT SYSTEMS INC. | 07/21/2026 | 46.62 K | $2.99 M | 12.73% | 0.20% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 46.22 K | $2.96 M | 2.78% | 0.20% |
| GTS SECURITIES LLC | 08/14/2026 | 46.10 K | $2.96 M | 100.00% | 0.20% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 45.48 K | $2.91 M | -0.42% | 0.19% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 42.28 K | $2.72 M | -36.22% | 0.18% |
| JANE STREET GROUP, LLC | 08/14/2026 | 39.00 K | $2.50 M | -16.13% | 0.17% |
| COMPASS FINANCIAL MANAGEMENT LLC | 08/12/2026 | 38.95 K | $2.50 M | 100.00% | 0.17% |
| SHEPHERD KAPLAN KROCHUK, LLC | 08/14/2026 | 38.30 K | $2.46 M | -31.78% | 0.16% |
| SIGMA PLANNING CORP | 08/07/2026 | 36.27 K | $2.33 M | 100.00% | 0.15% |
| GOLDEN RESERVE RETIREMENT LLC | 08/04/2026 | 32.12 K | $2.06 M | 73.28% | 0.14% |
| CARRERA CAPITAL ADVISORS | 08/03/2026 | 31.23 K | $2.00 M | 31.43% | 0.13% |
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 187 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:
BANK OF AMERICA CORP /DE/: 1.29 M
Mirae Asset Global Investments Co., Ltd.: 857,839
LPL Financial LLC: 686,112
Adviser Investments LLC: 598,288
RiverFront Investment Group, LLC: 557,422
ENVESTNET ASSET MANAGEMENT INC: 486,324
39.90% 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 9.81 M shares in the last 24 months. This purchase volume represents approximately $659.05 M in transactions.