Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PIMCO ETF TR (ZROZ)

133 + Investors. Track Smart Money conviction in ZROZ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
48%

Smart Money Signals — ZROZ

Based on 127 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
127 hedge funds hold ZROZ right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding ZROZ is almost the same as a year ago (+3 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 48% buying

67 buying74 selling
Last quarter: 74 funds reduced or exited vs 67 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~24 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 34 → 25 → 20 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 28% medium ■ 25% new
59 out of 127 hedge funds have held ZROZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

30 → 34 → 25 → 20 → 24 new funds/Q
New funds entering each quarter: 34 → 25 → 20 → 24. ZROZ is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 54% of holders stayed 2+ years

■ 54% veterans ■ 17% 1-2yr ■ 29% new
Of 133 current holders: 72 (54%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
14 of 127 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: ZROZ

How many hedge funds hold ZROZ — quarterly history vs. share price
Quarterly hedge fund ownership of ZROZ vs. share price

Market Analysis: ZROZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ZROZ

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 2 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: ZROZ
2026 Q1 Stats Unlock in 20 days 133 + Investors

Track Smart Money conviction in ZROZ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 133 134 -0.75%
13F Shares 10M 12M -16.7%
Total Value $658M $836M -21.33%
New Positions 24 20 +4
Increased Positions 54 54 -
Closed Positions 25 22 +3
Reduced Positions 60 52 +8
Total Calls 3 4 -25.0%
Total Puts 3 4 -25.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: ZROZ

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

133 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ZROZ. Verified SEC 13F-HR filings.

Top 25 institutional holders of ZROZ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CPC Advisors, LLC 4.40% 423,982 $27.1M
2 Mid-American Wealth Advisory Group, Inc. 2.99% 109,982 $7.1M
3 FLP Wealth Management, LLC 2.78% 1,600 $1.4M
4 Centurion Wealth Management LLC 1.60% 110,684 $7.1M
5 Williams & Novak, LLC 0.96% 20,187 $1.3M
6 Retirement Management Systems Inc. 0.64% 41,356 $2.6M
7 Cyndeo Wealth Partners, LLC 0.50% 149,488 $9.6M
8 Krilogy Financial LLC 0.48% 238,537 $15.0M
9 Provident Wealth Management, LLC 0.48% 24,837 $1.6M
10 Goodman Advisory Group, LLC 0.39% 23,227 $1.5M
11 Whalen Wealth Management Inc. 0.38% 11,095 $710K
12 NVWM, LLC 0.30% 20,756 $1.3M
13 Ballew Advisors, Inc 0.27% 7,435 $472K
14 Golden Reserve Retirement LLC 0.24% 18,537 $1.2M
15 Colonial River Investments, LLC 0.18% 8,008 $513K
16 WEDBUSH SECURITIES INC 0.11% 58,830 $4K
17 Ergawealth Advisors, Inc. 0.10% 3,681 $236K
18 Timber Creek Capital Management LLC 0.07% 4,813 $308K
19 Legacy Private Trust Co. 0.07% 17,078 $1.1M
20 Elevated Capital Advisors, LLC 0.04% 2,469 $158K
21 IFP Advisors, Inc 0.03% 21,510 $1.4M
22 Prospera Financial Services Inc 0.03% 25,688 $1.6M
23 Simplicity Wealth,LLC 0.03% 7,122 $456K
24 SeaCrest Wealth Management, LLC 0.03% 3,729 $239K
25 PRIVATE TRUST CO NA 0.02% 3,605 $231K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PIMCO ETF TR (ZROZ)

What does the Smart Money Trend signal show for ZROZ?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for ZROZ?

More sellers than buyers — 48% buying: Last quarter: 74 funds reduced or exited vs 67 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for ZROZ holders?

Strong quality — 21% AUM from major funds: 14 of 127 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ZROZ?

46% of holders stayed for 2+ years: 59 out of 127 hedge funds have held ZROZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.