Among active 13F managers last quarter, 2 opened and none reduced or exited; the largest holder to move was Larson Financial Group LLC (new position).
4 tracked 13F filers disclose a position in COPZ as of the latest SEC 13F filings, a combined $1.9M 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 | Larson Financial Group LLC | 99K | $1.4M | ▲New +99K sh | Q2 2026 | |
| 2 | Susquehanna International Group, LLP | 19K | $281K | ▲New +19K sh | Q1 2026 | |
| 3 | Columbia Advisory Partners LLC | 16K | $223K | ▲New +16K sh | Q2 2026 | |
| 4 | UBS Group AG | 781 | $12K | ▲New +781 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.
Last quarter, 2 funds opened a new position in COPZ, while none reduced or exited. 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 |
|---|---|---|
| Wisdomtree U.S. Quality DiviDGRW | 2 funds | $160.7M |
| Nvidia CorpNVDA | 2 funds | $149.1M |
| Apple IncAAPL | 2 funds | $131.0M |
| Amazon.com IncAMZN | 2 funds | $61.4M |
| Vanguard S&P 500 ETFVOO | 2 funds | $51.8M |
| Ishares 0-3 Month Treasury BSGOV | 2 funds | $36.7M |
| Vanguard Mid-Cap ETFVO | 2 funds | $34.3M |
| Alphabet Inc-CL AGOOGL | 2 funds | $32.6M |
| Microsoft CorpMSFT | 2 funds | $32.5M |
| Berkshire Hathaway Inc-CL BBRK/B | 2 funds | $28.0M |
| Tesla IncTSLA | 2 funds | $21.2M |
| Costco Wholesale CorpCOST | 2 funds | $18.1M |
Ranked by how many of COPZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in COPZ.
| Class | 13F holders | Value held |
|---|---|---|
| CHATmc | 191 funds | $314.6M |
| RSSTmc | 61 funds | $229.6M |
| YMAXmc | 48 funds | $10.7M |
| RSSBRET STCKD GL STK | 41 funds | $289.2M |
| YMAGYIELDMAX MAGNIFI | 34 funds | $20.6M |
| QQQYDEFIANCE NASDAQ | 23 funds | $6.8M |
| SMCOII HILT SMAL MI ETF | 19 funds | $64.7M |
| RSBTRTN STACKED BD | 18 funds | $37.4M |
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 COPZ
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/COPZ/capital-change-brief"
Use Arkolith's capital_change_brief for COPZ. 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 COPZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.