| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Arax Advisory Partners | $38.8M | 1.51M | Reduced | Q1 2026 |
| 2 | Gradient Investments LLC | $7.5M | 294.2K | Added | Q1 2026 |
| 3 | Sound Income Strategies, LLC | $7.0M | 269.8K | Added | Q1 2026 |
| 4 | Atria Investments, Inc | $4.7M | 184.8K | Added | Q1 2026 |
| 5 | Sowell Financial Services LLC | $4.0M | 156.0K | Added | Q1 2026 |
| 6 | Kestra Advisory Services, LLC | $3.9M | 153.4K | Reduced | Q1 2026 |
| 7 | Valeo Financial Advisors, LLC | $3.2M | 123.8K | Held | Q1 2026 |
| 8 | CITADEL ADVISORS LLC | $2.8M | 108.3K | Added | Q1 2026 |
| 9 | Gladstone Institutional Advisory LLC | $635K | 24.7K | Reduced | Q1 2026 |
| 10 | MGO ONE SEVEN LLC | $608K | 23.7K | Reduced | Q1 2026 |
| 11 | Integrated Wealth Concepts LLC | $409K | 16.0K | Held | Q1 2026 |
| 12 | Sequoia Financial Advisors, LLC | $325K | 12.7K | Added | Q1 2026 |
| 13 | MML INVESTORS SERVICES, LLC | $313K | 12.2K | Added | Q1 2026 |
| 14 | State of New Jersey Common Pension Fund D | $225K | 8.4K | Reduced | Q1 2026 |
| 15 | StoneX Group Inc. | $202K | 7.9K | New | Q1 2026 |
| 16 | Steward Partners Investment Advisory, LLC | $84K | 3.3K | Reduced | Q1 2026 |
| 17 | MAI Capital Management | $67K | 2.6K | Reduced | Q1 2026 |
| 18 | ASSETMARK, INC | $8K | 300 | Held | Q1 2026 |
| 19 | NewEdge Advisors, LLC | $5K | 200 | New | Q1 2026 |
| 20 | CWM, LLC | $5K | 197 | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPORATION COMNVDA | 25 funds | $12.1B |
| APPLE INC COMAAPL | 25 funds | $10.5B |
| MICROSOFT CORP COMMSFT | 25 funds | $7.9B |
| AMAZON.COM INCAMZN | 25 funds | $6.9B |
| GOOGLE INCGOOGL | 25 funds | $5.4B |
| BROADCOM INC COMAVGO | 25 funds | $4.4B |
| META PLATFORMS INC CL AMETA | 25 funds | $4.3B |
| ALPHABET INC CAP STK CL CGOOG | 25 funds | $3.6B |
| JPMORGAN CHASE & CO COMJPM | 25 funds | $3.4B |
| BERKSHIRE HATHAWAY INC DEL CL B NEWBRK/B | 25 funds | $2.8B |
| TESLA MOTORS INCTSLA | 25 funds | $2.4B |
| JOHNSON & JOHNSON COMJNJ | 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 + Form 4 insider transactions + 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.