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/CLOZ/capital-change-brief"
Use Arkolith's capital_change_brief for CLOZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $41.6M | 1.6M | ▲2k× Added · +1.6M sh | Q1 2026 | |
| 2 | Arax Advisory Partners | $38.8M | 1.5M | ▼−25% Reduced · −497K sh | Q1 2026 | |
| 3 | Focus Partners Wealth | $34.8M | 1.4M | ▲+4.1% Added · +53K sh | Q1 2026 | |
| 4 | Guardian Financial Partners, LLC | $20.4M | 771K | ▲+5.7% Added · +42K sh | Q2 2026 | |
| 5 | Gradient Investments LLC | $8.0M | 303K | ▲+2.9% Added · +9K sh | Q2 2026 | |
| 6 | Sound Income Strategies, LLC | $7.0M | 270K | ▲+24% Added · +52K sh | Q1 2026 | |
| 7 | Tower Research Capital LLC (TRC) | $6.0M | 236K | ▲+17% Added · +34K sh | Q1 2026 | |
| 8 | STIFEL FINANCIAL CORP | $5.9M | 231K | ▼−20% Reduced · −57K sh | Q1 2026 | |
| 9 | BARCLAYS PLC | $4.9M | 190K | ▲New +190K sh | Q1 2026 | |
| 10 | Mariner, LLC | $4.8M | 186K | ▲+8.2% Added · +14K sh | Q1 2026 | |
| 11 | Atria Investments, Inc | $4.7M | 185K | ▲+8.7% Added · +15K sh | Q1 2026 | |
| 12 | Sowell Financial Services LLC | $4.0M | 156K | ▲+0.6% Added · +935 sh | Q1 2026 | |
| 13 | Kestra Advisory Services, LLC | $3.9M | 153K | ▼−29% Reduced · −62K sh | Q1 2026 | |
| 14 | Valeo Financial Advisors, LLC | $3.3M | 124K | —Held | Q2 2026 | |
| 15 | Client First Investment Management LLC | $3.0M | 112K | ▲New +112K sh | Q2 2026 | |
| 16 | CITADEL ADVISORS LLC | $2.8M | 108K | ▲+5.3% Added · +5K sh | Q1 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $2.7M | 104K | ▼−47% Reduced · −91K sh | Q1 2026 | |
| 18 | Farther Finance Advisors, LLC | $2.6M | 101K | ▲+167% Added · +63K sh | Q1 2026 | |
| 19 | UBS Group AG | $2.2M | 85K | ▲+206% Added · +57K sh | Q1 2026 | |
| 20 | Brooklyn Investment Group | $2.1M | 82K | ▲+77% Added · +36K sh | Q1 2026 | |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 70K | ▲New +70K sh | Q1 2026 | |
| 22 | SEAVIEW INVESTMENT MANAGERS LLC | $1.5M | 57K | ▲+32% Added · +14K sh | Q2 2026 | |
| 23 | LPL Financial LLC | $1.4M | 54K | ▼−91% Reduced · −529K sh | Q1 2026 | |
| 24 | Inspire Advisors, LLC | $1.2M | 48K | ▲+3.5% Added · +2K sh | Q1 2026 | |
| 25 | JANE STREET GROUP, LLC | $933K | 36K | ▼−93% Reduced · −494K sh | Q1 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 25 funds | $12.1B |
| APPLE INCAAPL | 25 funds | $10.5B |
| MICROSOFT CORPMSFT | 25 funds | $7.9B |
| AMAZON.COM INCAMZN | 25 funds | $6.9B |
| ALPHABET INC-CL AGOOGL | 25 funds | $5.4B |
| BROADCOM INCAVGO | 25 funds | $4.4B |
| META PLATFORMS INC-CLASS AMETA | 25 funds | $4.3B |
| ALPHABET INC-CL CGOOG | 25 funds | $3.6B |
| JPMORGAN CHASE & COJPM | 25 funds | $3.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 25 funds | $2.8B |
| TESLA INCTSLA | 25 funds | $2.4B |
| JOHNSON & JOHNSONJNJ | 25 funds | $2.2B |
Ranked by how many of CLOZ'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 CLOZ. 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.