Among active 13F managers last quarter, 9 opened and 17 added, while 15 reduced; the largest holder to move was Mirae Asset Global Investments Co., Ltd. (−31%).
118 tracked 13F filers disclose a position in ZROZ as of the latest SEC 13F filings, a combined $567.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Mirae Asset Global Investments Co., Ltd. | 1.2M | $78.6M | ▼−31% Reduced · −549K sh | Q1 2026 | |
| 2 | Bank Of America Corp | 749K | $47.9M | ▲+60% Added · +282K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 634K | $40.6M | ▼−3.2% Reduced · −21K sh | Q1 2026 | |
| 4 | Rwa Wealth Partners, LLC | 598K | $38.4M | —Held | Q2 2026 | |
| 5 | RiverFront Investment Group, LLC | 557K | $35.7M | ▲+0.2% Added · +1K sh | Q2 2026 | |
| 6 | Envestnet Asset Management Inc | 513K | $32.9M | ▲+5.6% Added · +27K sh | Q1 2026 | |
| 7 | CPC Advisors, LLC | 417K | $26.7M | ▼−1.6% Reduced · −7K sh | Q2 2026 | |
| 8 | GenWealth Group, Inc. | 407K | $26.1M | ▲+5.3% Added · +21K sh | Q2 2026 | |
| 9 | Quadrature Capital Ltd | 288K | $18.5M | ▲Added Added · +288K sh | Q2 2026 | |
| 10 | Krilogy Financial LLC | 239K | $15.0M | ▼−6.3% Reduced · −16K sh | Q1 2026 | |
| 11 | Raymond James Financial Inc | 199K | $12.7M | ▲+4.2% Added · +8K sh | Q1 2026 | |
| 12 | Tidal Investments LLC | 172K | $10.9M | ▲New +172K sh | Q2 2026 | |
| 13 | Morgan Stanley | 162K | $10.3M | ▼−22% Reduced · −45K sh | Q1 2026 | |
| 14 | Cyndeo Wealth Partners, LLC | 154K | $9.9M | ▲+3.2% Added · +5K sh | Q2 2026 | |
| 15 | Paragon Advisors, LLC | 148K | $9.5M | ▲+3.5% Added · +5K sh | Q2 2026 | |
| 16 | Northwestern Mutual Wealth Management Co | 119K | $7.6M | ▲+4.2% Added · +5K sh | Q1 2026 | |
| 17 | IHT Wealth Management, LLC | 105K | $6.7M | ▲+1.4% Added · +1K sh | Q2 2026 | |
| 18 | Jane Street Group, LLC | 103K | $6.6M | ▼−22% Reduced · −29K sh | Q1 2026 | |
| 19 | Commonwealth Equity Services, LLC | 101K | $6.4M | ▼−13% Reduced · −15K sh | Q1 2026 | |
| 20 | Millennium Management LLC | 100K | $6.4M | ▲+33% Added · +25K sh | Q1 2026 | |
| 21 | Rockefeller Capital Management L.P. | 97K | $6.2M | ▲+127% Added · +54K sh | Q1 2026 | |
| 22 | Jones Financial Companies LLLP | 91K | $5.7M | ▲+8.5% Added · +7K sh | Q1 2026 | |
| 23 | MML Investors Services, LLC | 84K | $5.4M | ▲+174% Added · +53K sh | Q2 2026 | |
| 24 | D.A. Davidson & Co. | 82K | $5.3M | ▼−1.2% Reduced · −1K sh | Q2 2026 | |
| 25 | Susquehanna International Group, LLP | 82K | $5.2M | ▲18× Added · +77K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 9 funds opened a new position in ZROZ and 17 added to an existing one, while 15 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 53 funds | $6.4B |
| Nvidia CorpNVDA | 52 funds | $10.5B |
| Apple IncAAPL | 52 funds | $8.7B |
| Amazon.com IncAMZN | 51 funds | $6.6B |
| Meta Platforms Inc-Class AMETA | 50 funds | $3.3B |
| Eli Lilly & CoLLY | 50 funds | $2.6B |
| Advanced Micro DevicesAMD | 49 funds | $2.4B |
| Berkshire Hathaway Inc-CL BBRK/B | 49 funds | $1.8B |
| Alphabet Inc-CL AGOOGL | 48 funds | $4.9B |
| Broadcom IncAVGO | 48 funds | $4.6B |
| Alphabet Inc-CL CGOOG | 47 funds | $2.9B |
| JPMorgan Chase & CoJPM | 47 funds | $2.1B |
Ranked by how many of ZROZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ZROZ.
| Class | 13F holders | Value held |
|---|---|---|
| MINTcs | 691 funds | $11.2B |
| PYLDmc | 638 funds | $11.1B |
| BONDmc | 497 funds | $6.2B |
| MUNIcs | 416 funds | $2.2B |
| HYSmc | 241 funds | $847.5M |
| SMMUcs | 187 funds | $827.1M |
| CORPmc | 179 funds | $1.3B |
| LDURmc | 170 funds | $1.2B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for ZROZ
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ZROZ/capital-change-brief"
Use Arkolith's capital_change_brief for ZROZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ZROZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.