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/CEFZ/capital-change-brief"
Use Arkolith's capital_change_brief for CEFZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $6.4M | 814K | ▼−1.5% Reduced · −12K sh | Q1 2026 | |
| 2 | Waverly Advisors, LLC | $2.3M | 299K | ▼−2.3% Reduced · −7K sh | Q1 2026 | |
| 3 | WADDELL & ASSOCIATES, LLC | $1.2M | 151K | ▲+2.5% Added · +4K sh | Q2 2026 | |
| 4 | AE Wealth Management LLC | $882K | 112K | ▲+0.5% Added · +535 sh | Q1 2026 | |
| 5 | MML INVESTORS SERVICES, LLC | $487K | 62K | ▼−32% Reduced · −30K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $311K | 40K | ▼−1.2% Reduced · −478 sh | Q1 2026 | |
| 7 | INTEGRATED CAPITAL MANAGEMENT, INC. | $224K | 27K | ▲+10.0% Added · +2K sh | Q2 2026 | |
| 8 | INDEPENDENT FINANCIAL GROUP, LLC | $217K | 26K | ▼−1.3% Reduced · −349 sh | Q2 2026 | |
| 9 | Kestra Advisory Services, LLC | $151K | 19K | ▲18× Added · +18K sh | Q1 2026 | |
| 10 | GTS SECURITIES LLC | $117K | 15K | ▼−74% Reduced · −43K sh | Q1 2026 | |
| 11 | JANE STREET GROUP, LLC | $116K | 15K | ▲New +15K sh | Q1 2026 | |
| 12 | Creative Planning | $93K | 12K | —Held | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $93K | 12K | —Held | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $38K | 5K | ▼−68% Reduced · −10K sh | Q1 2026 | |
| 15 | Allworth Financial LP | $19K | 2K | ▲+2.5% Added · +60 sh | Q1 2026 | |
| 16 | Decker Retirement Planning Inc. | $5K | 570 | ▲New +570 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.
| Class | 13F holders | Value held |
|---|---|---|
| SOVFSOVEREIGNS CAPIT | 21 funds | $66.7M |
| CEFZthis pageRIVERNORTH ACTIV | 16 funds | $12.7M |
| LRNZTRUESHS TECH AI | 15 funds | $3.0M |
| DIVZPOLEN DIVIDEND I | 13 funds | $31.0M |
| QBERTRUESHARES QUART | 13 funds | $27.8M |
| AUGZTRUESHARES STRUC | 12 funds | $26.7M |
| ONEZTRUESHARES SEASO | 11 funds | $71.7M |
| SEPZTRUESHARES STRUC | 11 funds | $46.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 5 funds | $1.9B |
| NVIDIA CORPNVDA | 5 funds | $1.8B |
| MICROSOFT CORPMSFT | 5 funds | $1.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 5 funds | $1.1B |
| AMAZON.COM INCAMZN | 5 funds | $992.8M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 5 funds | $953.8M |
| VANGUARD GROWTH ETFVUG | 5 funds | $917.7M |
| VANGUARD S&P 500 ETFVOO | 5 funds | $855.1M |
| ALPHABET INC-CL AGOOGL | 5 funds | $746.5M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 5 funds | $536.4M |
| BROADCOM INCAVGO | 5 funds | $536.2M |
| ISHARES CORE MSCI EAFE ETFIEFA | 5 funds | $532.5M |
Ranked by how many of CEFZ's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for CEFZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.