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. | 01/26/2026 | 1.78 M | $114.14 M | -30.10% | 7.29% |
| ANNEX ADVISORY SERVICES, LLC | 01/26/2026 | 943.47 K | $60.62 M | 27.71% | 3.87% |
| LPL FINANCIAL LLC | 02/11/2026 | 654.80 K | $42.07 M | -17.84% | 2.86% |
| ADVISER INVESTMENTS LLC | 02/12/2026 | 598.29 K | $38.44 M | 0.00% | 2.59% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 486.16 K | $31.24 M | 0.94% | 2.17% |
| RIVERFRONT INVESTMENT GROUP, LLC | 02/05/2026 | 508.67 K | $32.68 M | 7.78% | 2.09% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 467.25 K | $30.02 M | -59.49% | 2.08% |
| CONSOLIDATED PLANNING CORP | 01/28/2026 | 403.42 K | $25.92 M | 14.43% | 1.66% |
| KRILOGY FINANCIAL LLC | 01/27/2026 | 254.49 K | $16.71 M | 2.75% | 1.04% |
| GENWEALTH GROUP, INC. | 01/12/2026 | 253.17 K | $16.24 M | -22.34% | 1.04% |
| MORGAN STANLEY | 02/13/2026 | 206.32 K | $13.26 M | -15.23% | 0.92% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 190.94 K | $12.27 M | -5.22% | 0.83% |
| PARAGON ADVISORS, LLC | 01/12/2026 | 152.34 K | $9.79 M | 5.56% | 0.62% |
| JANE STREET GROUP, LLC | 02/12/2026 | 131.99 K | $8.48 M | -11.85% | 0.59% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 115.78 K | $7.44 M | -18.27% | 0.52% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 114.42 K | $7.35 M | 12.43% | 0.50% |
| CITADEL ADVISORS LLC | 02/17/2026 | 102.66 K | $6.60 M | 81.48% | 0.46% |
| MID-AMERICAN WEALTH ADVISORY GROUP, INC. | 01/23/2026 | 109.98 K | $7.07 M | 3.15% | 0.45% |
| CYNDEO WEALTH PARTNERS, LLC | 01/07/2026 | 107.95 K | $6.94 M | 3.70% | 0.44% |
| IHT WEALTH MANAGEMENT, LLC | 02/17/2026 | 98.43 K | $6.32 M | 100.00% | 0.44% |
| CENTURION WEALTH MANAGEMENT LLC | 01/14/2026 | 104.18 K | $6.69 M | 3.43% | 0.43% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 92.30 K | $5.93 M | -4.85% | 0.41% |
| ROYAL BANK OF CANADA | 02/17/2026 | 90.26 K | $5.80 M | 3.17% | 0.40% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 97.98 K | $6.29 M | -14.20% | 0.40% |
| 02/12/2026 | 91.83 K | $5.90 M | 100.00% | 0.40% | |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 83.50 K | $5.36 M | -4.92% | 0.36% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 79.05 K | $5.08 M | 6.87% | 0.35% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 85.28 K | $5.48 M | 52.01% | 0.35% |
| WESTERN WEALTH MANAGEMENT, LLC | 02/05/2026 | 85.22 K | $5.48 M | 100.00% | 0.35% |
| CONSILIO WEALTH ADVISORS, LLC | 03/20/2026 | 76.42 K | $4.91 M | 7.75% | 0.34% |
| ABOUND FINANCIAL, LLC | 02/13/2026 | 76.42 K | $4.91 M | 100.00% | 0.34% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 75.00 K | $4.82 M | -25.00% | 0.33% |
| CITADEL ADVISORS LLC | 02/17/2026 | 67.40 K | $4.33 M | 13.47% | 0.30% |
| MAREX GROUP PLC | 02/12/2026 | 68.90 K | $4.43 M | 17.27% | 0.30% |
| SHEPHERD KAPLAN KROCHUK, LLC | 02/13/2026 | 57.66 K | $3.70 M | 92.30% | 0.26% |
| QUADRATURE CAPITAL LTD | 02/17/2026 | 57.33 K | $3.68 M | 100.00% | 0.26% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 57.85 K | $3.73 M | -32.40% | 0.25% |
| NEARWATER CAPITAL MARKETS, LTD | 02/17/2026 | 55.40 K | $3.56 M | -11.64% | 0.25% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 55.90 K | $3.59 M | 12.45% | 0.24% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 49.98 K | $3.21 M | -23.33% | 0.22% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 01/06/2026 | 50.68 K | $3.26 M | -18.43% | 0.21% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 42.87 K | $2.75 M | 3.19% | 0.19% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 43.78 K | $2.81 M | -2.81% | 0.19% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 41.56 K | $2.67 M | -55.36% | 0.19% |
| FLOW TRADERS U.S. LLC | 02/13/2026 | 41.13 K | $2.64 M | 100.00% | 0.18% |
| UBS GROUP AG | 01/29/2026 | 40.42 K | $2.60 M | 37.14% | 0.18% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 38.35 K | $2.46 M | -1.16% | 0.17% |
| CITADEL ADVISORS LLC | 02/17/2026 | 35.00 K | $2.25 M | 42.86% | 0.16% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 34.38 K | $2.21 M | 30.75% | 0.15% |
| MARINER, LLC | 02/13/2026 | 34.35 K | $2.21 M | -7.52% | 0.15% |
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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, 198 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
ENVESTNET ASSET MANAGEMENT INC: 513,409
Consolidated Planning Corp: 423,982
Krilogy Financial LLC: 238,537
Cyndeo Wealth Partners, LLC: 149,488
Paragon Advisors, LLC: 143,409
45.00% 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 10.92 M shares in the last 24 months. This purchase volume represents approximately $733.88 M in transactions.