ZROZ · Insider trading · 13F holders · Congress trades
Pimco ETF Tr (ZROZ)
Who is buying and selling ZROZ: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 18
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
ZROZ at a glance
- No open-market insider purchases or sales of ZROZ were filed in the last 90 days.
- 18 13F filers hold ZROZ among their 50 largest positions, worth $205.1M combined. The biggest bets by portfolio weight are GenWealth Group, Inc. (3.7%), FLP Wealth Management, LLC (2.5%) and Arlington Capital Management, Inc. (2.1%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
- No member of Congress has disclosed a trade in ZROZ.
ZROZ insider trading
No open-market insider purchases or sales of ZROZ were filed in the last 90 days.
Who owns ZROZ? Hedge funds and superinvestors
18 13F filers hold ZROZ among their 50 largest positions, worth $205.1M combined. The biggest bets by portfolio weight are GenWealth Group, Inc. (3.7%), FLP Wealth Management, LLC (2.5%) and Arlington Capital Management, Inc. (2.1%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Annex Advisory Services, LLCWealth manager | 1.2% | $70.5M | 1,307,243 | — | Q3 2026 |
| Rwa Wealth Partners, LLCWealth manager | 0.4% | $38.4M | 598,288 | +0.0% shares | Q2 2026 |
| RiverFront Investment Group, LLCAsset manager | 0.5% | $35.7M | 557,422 | +0.2% shares | Q2 2026 |
| GenWealth Group, Inc.Wealth manager | 3.7% | $23.8M | 441,103 | +8.4% shares | Q3 2026 |
| Paragon Advisors, LLCInvestment manager | 2.0% | $9.5M | 148,433 | +3.5% shares | Q2 2026 |
| Richard P Slaughter Associates IncWealth manager | 1.0% | $5.0M | 93,433 | — | Q3 2026 |
| Arlington Capital Management, Inc.Wealth manager | 2.1% | $3.3M | 51,742 | +0.7% shares | Q2 2026 |
| Retirement Management Systems Inc.Wealth manager | 0.6% | $3.0M | 46,622 | +12.7% shares | Q2 2026 |
| Mid-American Wealth Advisory Group, Inc.Wealth manager | 0.9% | $2.5M | 45,859 | -3.3% shares | Q3 2026 |
| Shepherd Kaplan Krochuk, LLCInstitutional asset manager | 2.0% | $2.5M | 38,300 | -31.8% shares | Q2 2026 |
| Golden Reserve Retirement LLCWealth manager | 0.3% | $2.1M | 32,121 | +73.3% shares | Q2 2026 |
| Lloyd Advisory Services, LLC.Wealth manager | 0.7% | $1.9M | 29,084 | — | Q2 2026 |
| Delos Wealth Advisors, LLCWealth manager | 0.9% | $1.8M | 28,140 | +16.3% shares | Q2 2026 |
| Goodman Advisory Group, LLCWealth manager | 0.3% | $1.4M | 22,401 | -3.6% shares | Q2 2026 |
| FLP Wealth Management, LLCWealth manager | 2.5% | $1.4M | 21,794 | +2.5% shares | Q2 2026 |
| Provident Wealth Management, LLCWealth manager | 0.5% | $1.3M | 23,556 | -4.9% shares | Q3 2026 |
| Williams & Novak Wealth Management, LLCWealth manager | 0.5% | $797K | 14,774 | — | Q3 2026 |
| North Ridge Wealth Advisors, Inc.Wealth manager | 0.2% | $353K | 5,514 | -29.7% shares | Q1 2026 |
Each manager counts with its latest 13F (Q3 2026: 6, Q2 2026: 11, Q1 2026: 1). Screen ZROZ in the grand portfolio →
ZROZ stock trades by members of Congress
No member of Congress has disclosed a trade in ZROZ.
ZROZ questions and answers
Are insiders buying ZROZ stock?
No open-market insider purchases or sales of ZROZ were filed in the last 90 days.
Which hedge funds own ZROZ?
18 13F filers hold ZROZ among their 50 largest positions, worth $205.1M combined. The biggest bets by portfolio weight are GenWealth Group, Inc. (3.7%), FLP Wealth Management, LLC (2.5%) and Arlington Capital Management, Inc. (2.1%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
Has Congress traded ZROZ?
No member of Congress has disclosed a trade in ZROZ.
Who is the largest holder of ZROZ?
Among 13F filers, Annex Advisory Services, LLC reports the largest ZROZ position, $70.5M (1,307,243 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is GenWealth Group, Inc.'s: 3.7% of its portfolio.
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