Among active 13F managers last quarter, 2 opened and 14 added, while 6 reduced; the largest holder to move was Equitable Holdings, Inc. (+4.6%).
62 tracked 13F filers disclose a position in AMZA as of the latest SEC 13F filings, a combined $53.8M 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 | Equitable Holdings, Inc. | 228K | $10.5M | ▲+4.6% Added · +10K sh | Q2 2026 | |
| 2 | Advisors Asset Management, Inc. | 177K | $8.2M | ▲+3.4% Added · +6K sh | Q2 2026 | |
| 3 | Independent Financial Group, LLC | 119K | $5.5M | ▲+3.0% Added · +3K sh | Q2 2026 | |
| 4 | Susquehanna International Group, LLP | 87K | $4.0M | ▲+2.8% Added · +2K sh | Q1 2026 | |
| 5 | Global Retirement Partners, LLC | 82K | $3.8M | ▲+14% Added · +10K sh | Q2 2026 | |
| 6 | LPL Financial LLC | 74K | $3.4M | ▲+2.9% Added · +2K sh | Q1 2026 | |
| 7 | NewEdge Advisors, LLC | 60K | $2.7M | ▼−8.4% Reduced · −5K sh | Q2 2026 | |
| 8 | Beirne Wealth Consulting Services, LLC | 39K | $1.8M | ▼−0.6% Reduced · −240 sh | Q2 2026 | |
| 9 | Infrastructure Capital Advisors, LLC | 39K | $1.8M | ▼−0.2% Reduced · −75 sh | Q2 2026 | |
| 10 | Raymond James Financial Inc | 25K | $1.2M | ▼−2.6% Reduced · −683 sh | Q1 2026 | |
| 11 | Osaic Holdings, Inc. | 25K | $1.1M | ▲+144% Added · +15K sh | Q1 2026 | |
| 12 | Old Mission Capital LLC | 24K | $1.1M | ▲+9.2% Added · +2K sh | Q1 2026 | |
| 13 | Commonwealth Equity Services, LLC | 19K | $881K | ▲+3.6% Added · +674 sh | Q1 2026 | |
| 14 | Davenport & Co LLC | 14K | $626K | ▲+3.0% Added · +396 sh | Q2 2026 | |
| 15 | Prospera Financial Services Inc | 12K | $556K | ▼−0.6% Reduced · −70 sh | Q2 2026 | |
| 16 | Maridea Wealth Management LLC | 12K | $538K | ▲+14% Added · +1K sh | Q2 2026 | |
| 17 | Chicago Partners Investment Group LLC | 11K | $561K | ▲+2.2% Added · +249 sh | Q2 2026 | |
| 18 | Fifth Third Securities, Inc. | 10K | $470K | ▲+1.4% Added · +143 sh | Q2 2026 | |
| 19 | Bartlett & Co. Wealth Management LLC | 9K | $409K | —Held | Q2 2026 | |
| 20 | Marshall Wace, LLP | 8K | $382K | ▲New +8K sh | Q1 2026 | |
| 21 | MML Investors Services, LLC | 8K | $354K | ▲New +8K sh | Q2 2026 | |
| 22 | Ameriflex Group, Inc. | 7K | $300K | ▼−2.4% Reduced · −160 sh | Q2 2026 | |
| 23 | Guardian Asset Advisors, LLC | 6K | $295K | ▼−7.4% Reduced · −510 sh | Q2 2026 | |
| 24 | Sowell Financial Services LLC | 6K | $292K | ▲~0% Added · +2 sh | Q2 2026 | |
| 25 | Pasadena Private Wealth, LLC | 6K | $265K | ▼−27% Reduced · −2K sh | Q2 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, 2 funds opened a new position in AMZA and 14 added to an existing one, while 6 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 |
|---|---|---|
| Nvidia CorpNVDA | 29 funds | $10.0B |
| Apple IncAAPL | 28 funds | $8.8B |
| Microsoft CorpMSFT | 28 funds | $6.1B |
| Meta Platforms Inc-Class AMETA | 28 funds | $2.8B |
| Invesco QQQ Trust Series 1QQQ | 28 funds | $1.9B |
| Ge Vernova IncGEV | 28 funds | $628.1M |
| NextEra Energy IncNEE | 28 funds | $611.9M |
| Uber Technologies IncUBER | 28 funds | $481.2M |
| AT&T IncT | 28 funds | $422.5M |
| SPDR Gold SharesGLD | 28 funds | $360.4M |
| Lockheed Martin CorpLMT | 28 funds | $304.9M |
| Amazon.com IncAMZN | 27 funds | $5.5B |
Ranked by how many of AMZA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AMZA.
| Class | 13F holders | Value held |
|---|---|---|
| PFFAmc | 195 funds | $370.0M |
| UTESmc | 165 funds | $844.6M |
| NFLTmc | 72 funds | $361.5M |
| AMZAthis pagemc | 62 funds | $53.8M |
| PFFRINFRACP REIT PFD | 32 funds | $20.9M |
| BBPVIRTUS LIFESC BT | 25 funds | $36.8M |
| BBCVIRTUS LIFESC CT | 18 funds | $14.4M |
| VPCVIRTUS PVT CR | 18 funds | $6.1M |
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 AMZA
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/AMZA/capital-change-brief"
Use Arkolith's capital_change_brief for AMZA. 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 AMZA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.