Institutional shares held 11.8 Million
173K calls
188K puts
Total value of holdings $791M
$11.6M calls
$12.6M puts
# of Institutions 150


Latest Institutional Activity in ZROZ

Top Purchases

Q4 2025
Paragon Advisors, LLC Shares Held: 152K ($10.2M)
Q4 2025
Cyndeo Wealth Partners, LLC Shares Held: 108K ($7.23M)
Q4 2025
Centurion Wealth Management LLC Shares Held: 104K ($6.98M)
Q4 2025
West Branch Capital LLC Shares Held: 209 ($14K)
Q3 2025
Annex Advisory Services, LLC Shares Held: 739K ($49.5M)

Top Sells

Q4 2025
Gen Wealth Group, Inc. Shares Held: 253K ($17M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 98K ($6.56M)
Q4 2025
Arlington Capital Management, Inc. Shares Held: 50.7K ($3.4M)
Q4 2025
Legacy Private Trust Co. Shares Held: 25.6K ($1.72M)
Q4 2025
Ballew Advisors, Inc Shares Held: 7.74K ($518K)

About ZROZ

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