# PIMCO ETF TR (ZROZ)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ZROZ/

- Reporting holders: 3
- Reported value: $1.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Williams & Novak Wealth Management, LLC](https://holderbook.com/funds/1998419-williams-novak-wealth-management-llc/) | $796.6K | 14,774 | 0.5% | 5 |
| [Ballew Advisors, Inc](https://holderbook.com/funds/1729096-ballew-advisors-inc/) | $392.6K | 7,350 | 0.2% | 5 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $175.1K | 3,247 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 3 | $1.4M |
| Q2 2026 | 123 | $674.4M |
| Q1 2026 | 127 | $672.6M |
| Q4 2025 | 134 | $660.9M |
| Q3 2025 | 132 | $820.4M |
| Q2 2025 | 134 | $746.3M |
| Q1 2025 | 144 | $779.9M |
| Q4 2024 | 141 | $742.5M |
| Q3 2024 | 134 | $814.4M |
| Q2 2024 | 120 | $591.6M |
| Q1 2024 | 106 | $626.0M |
| Q4 2023 | 120 | $588.2M |