790 tracked 13F filers disclose a position in COWZ as of the latest SEC 13F filings, a combined $11.6B 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $2.3B | 36.3M | ▼−6.0% Reduced · −2.3M sh | Q1 2026 | |
| 2 | LPL Financial LLC | $1.2B | 18.6M | ▼−0.5% Reduced · −102K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $915.7M | 14.6M | ▼−4.4% Reduced · −676K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $511.2M | 8.2M | ▼−7.6% Reduced · −675K sh | Q1 2026 | |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $478.2M | 7.6M | ▼−4.2% Reduced · −335K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $407.5M | 6.5M | ▼−7.2% Reduced · −503K sh | Q1 2026 | |
| 7 | Cetera Investment Advisers | $351.1M | 5.6M | ▼−2.5% Reduced · −146K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $305.0M | 4.9M | ▲+51% Added · +1.6M sh | Q1 2026 | |
| 9 | UBS Group AG | $276.0M | 4.4M | ▼−7.5% Reduced · −360K sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $231.9M | 3.7M | ▼−7.0% Reduced · −279K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $191.7M | 3.1M | ▼−12% Reduced · −398K sh | Q1 2026 | |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $189.5M | 3.0M | ▼−8.7% Reduced · −290K sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $134.3M | 2.1M | ▼−22% Reduced · −594K sh | Q1 2026 | |
| 14 | JONES FINANCIAL COMPANIES LLLP | $114.2M | 1.9M | ▲+14% Added · +225K sh | Q1 2026 | |
| 15 | Sequoia Financial Advisors, LLC | $114.1M | 1.8M | ▲+1.3% Added · +23K sh | Q1 2026 | |
| 16 | HighTower Advisors, LLC | $108.0M | 1.7M | ▲+2.4% Added · +41K sh | Q1 2026 | |
| 17 | Kestra Advisory Services, LLC | $104.6M | 1.7M | ▼−2.7% Reduced · −47K sh | Q2 2026 | |
| 18 | MML INVESTORS SERVICES, LLC | $93.8M | 1.5M | ▲+9.8% Added · +135K sh | Q2 2026 | |
| 19 | STIFEL FINANCIAL CORP | $87.7M | 1.4M | ▲+0.5% Added · +8K sh | Q1 2026 | |
| 20 | Requisite Capital Management, LLC | $57.6M | 1.0M | ▼−0.7% Reduced · −7K sh | Q2 2025 | |
| 21 | Baird Financial Group, Inc. | $62.2M | 994K | ▼−4.7% Reduced · −49K sh | Q1 2026 | |
| 22 | AXXCESS WEALTH MANAGEMENT, LLC | $59.8M | 961K | ▲Added Added · +961K sh | Q2 2026 | |
| 23 | Capital Asset Advisory Services LLC | $60.0M | 950K | ▼−2.6% Reduced · −26K sh | Q1 2026 | |
| 24 | Rockefeller Capital Management L.P. | $54.9M | 877K | ▲+6.1% Added · +50K sh | Q1 2026 | |
| 25 | Provident Wealth Management, LLC | $51.7M | 831K | ▲+1.6% Added · +13K 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, 0 funds opened a new position in COWZ and 20 added to an existing one, while 22 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 470 funds | $95.7B |
| NVIDIA CORPNVDA | 468 funds | $109.4B |
| MICROSOFT CORPMSFT | 467 funds | $76.5B |
| AMAZON.COM INCAMZN | 463 funds | $56.1B |
| ALPHABET INC-CL AGOOGL | 456 funds | $52.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 440 funds | $13.2B |
| ALPHABET INC-CL CGOOG | 439 funds | $29.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 439 funds | $21.6B |
| JPMORGAN CHASE & COJPM | 437 funds | $25.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 435 funds | $10.9B |
| META PLATFORMS INC-CLASS AMETA | 430 funds | $28.1B |
| BROADCOM INCAVGO | 429 funds | $40.5B |
Ranked by how many of COWZ's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for COWZ
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/COWZ/capital-change-brief"
Use Arkolith's capital_change_brief for COWZ. 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 COWZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.