93 tracked 13F filers disclose a position in ZROZ as of the latest SEC 13F filings, a combined $511.3M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Mirae Asset Global Investments Co., Ltd. | $78.6M | 1.2M | ▼−31% Reduced · −549K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $47.9M | 749K | ▲+60% Added · +282K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $40.6M | 634K | ▼−3.2% Reduced · −21K sh | Q1 2026 | |
| 4 | RWA WEALTH PARTNERS, LLC | $38.3M | 598K | —Held | Q1 2026 | |
| 5 | RiverFront Investment Group, LLC | $35.7M | 557K | ▲+0.2% Added · +1K sh | Q2 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $32.9M | 513K | ▲+5.6% Added · +27K sh | Q1 2026 | |
| 7 | CPC Advisors, LLC | $26.7M | 417K | ▼−1.6% Reduced · −7K sh | Q2 2026 | |
| 8 | GenWealth Group, Inc. | $26.1M | 407K | ▲+5.3% Added · +21K sh | Q2 2026 | |
| 9 | Krilogy Financial LLC | $15.0M | 239K | ▼−6.3% Reduced · −16K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $12.7M | 199K | ▲+4.2% Added · +8K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $10.3M | 162K | ▼−22% Reduced · −45K sh | Q1 2026 | |
| 12 | Cyndeo Wealth Partners, LLC | $9.9M | 154K | ▲+3.2% Added · +5K sh | Q2 2026 | |
| 13 | Paragon Advisors, LLC | $9.5M | 148K | ▲+3.5% Added · +5K sh | Q2 2026 | |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.6M | 119K | ▲+4.2% Added · +5K sh | Q1 2026 | |
| 15 | IHT Wealth Management, LLC | $6.6M | 104K | ▲+5.4% Added · +5K sh | Q1 2026 | |
| 16 | JANE STREET GROUP, LLC | $6.6M | 103K | ▼−22% Reduced · −29K sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $6.4M | 101K | ▼−13% Reduced · −15K sh | Q1 2026 | |
| 18 | MILLENNIUM MANAGEMENT LLC | $6.4M | 100K | ▲+33% Added · +25K sh | Q1 2026 | |
| 19 | Rockefeller Capital Management L.P. | $6.2M | 97K | ▲+127% Added · +54K sh | Q1 2026 | |
| 20 | JONES FINANCIAL COMPANIES LLLP | $5.7M | 91K | ▲+8.5% Added · +7K sh | Q1 2026 | |
| 21 | D.A. DAVIDSON & CO. | $5.3M | 82K | ▼−1.2% Reduced · −1K sh | Q2 2026 | |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.2M | 82K | ▲18× Added · +77K sh | Q1 2026 | |
| 23 | ROYAL BANK OF CANADA | $5.2M | 81K | ▼−10% Reduced · −9K sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $4.6M | 72K | ▲New +72K sh | Q1 2026 | |
| 25 | Marex Group plc | $4.4M | 69K | —Held | 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, 3 funds opened a new position in ZROZ and 11 added to an existing one, while 15 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 40 funds | $11.0B |
| BROADCOM INCAVGO | 40 funds | $5.0B |
| VANGUARD FTSE DEVELOPED ETFVEA | 40 funds | $3.6B |
| ELI LILLY & COLLY | 40 funds | $3.0B |
| COSTCO WHOLESALE CORPCOST | 40 funds | $2.8B |
| TESLA INCTSLA | 40 funds | $2.7B |
| CHEVRON CORPCVX | 40 funds | $2.1B |
| CATERPILLAR INCCAT | 40 funds | $1.8B |
| MASTERCARD INC - AMA | 40 funds | $1.7B |
| PROCTER & GAMBLE CO/THEPG | 40 funds | $1.6B |
| NETFLIX INCNFLX | 40 funds | $1.3B |
| MCDONALD'S CORPMCD | 40 funds | $1.3B |
Ranked by how many of ZROZ's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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.