49 tracked 13F filers disclose a position in CZA as of the latest SEC 13F filings, a combined $64.3M 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 | MORGAN STANLEY | $15.1M | 137K | ▲+5.3% Added · +7K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $11.7M | 107K | ▼−2.0% Reduced · −2K sh | Q1 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $7.6M | 69K | ▼−6.8% Reduced · −5K sh | Q1 2026 | |
| 4 | IMC-Chicago, LLC | $3.9M | 35K | ▲+26% Added · +7K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $3.9M | 35K | ▼−2.8% Reduced · −1K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $2.6M | 24K | ▼−2.9% Reduced · −696 sh | Q1 2026 | |
| 7 | GOLDMAN SACHS GROUP INC | $2.1M | 19K | ▲+39% Added · +5K sh | Q1 2026 | |
| 8 | TRUIST FINANCIAL CORP | $2.0M | 18K | ▲+7.9% Added · +1K sh | Q1 2026 | |
| 9 | AMERIPRISE FINANCIAL INC | $1.6M | 14K | ▼−8.2% Reduced · −1K sh | Q1 2026 | |
| 10 | EP Wealth Advisors, LLC | $1.2M | 11K | ▼−3.1% Reduced · −354 sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $1.1M | 10K | ▲+6.6% Added · +599 sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $887K | 8K | ▲+9.1% Added · +671 sh | Q1 2026 | |
| 13 | JONES FINANCIAL COMPANIES LLLP | $862K | 8K | ▲+57% Added · +3K sh | Q1 2026 | |
| 14 | Quantinno Capital Management LP | $861K | 8K | —Held | Q1 2026 | |
| 15 | MML INVESTORS SERVICES, LLC | $767K | 7K | ▼−18% Reduced · −2K sh | Q1 2026 | |
| 16 | Savant Capital, LLC | $748K | 7K | ▼−5.1% Reduced · −366 sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $681K | 6K | ▼−2.2% Reduced · −140 sh | Q1 2026 | |
| 18 | CITADEL ADVISORS LLC | $642K | 6K | ▼−30% Reduced · −3K sh | Q1 2026 | |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $631K | 6K | ▲New +6K sh | Q1 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $621K | 6K | ▼−2.5% Reduced · −147 sh | Q1 2026 | |
| 21 | WILLNER & HELLER, LLC | $670K | 5K | ▼−6.5% Reduced · −380 sh | Q2 2026 | |
| 22 | CWM, LLC | $406K | 4K | ▼−14% Reduced · −576 sh | Q1 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $406K | 4K | ▼−6.4% Reduced · −253 sh | Q1 2026 | |
| 24 | Kestra Advisory Services, LLC | $352K | 3K | ▼−9.2% Reduced · −325 sh | Q1 2026 | |
| 25 | Western Wealth Management, LLC | $312K | 3K | ▼−1.0% Reduced · −29 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, 3 funds opened a new position in CZA, while 4 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 | 20 funds | $11.4B |
| NVIDIA CORPNVDA | 20 funds | $11.3B |
| MICROSOFT CORPMSFT | 20 funds | $9.2B |
| AMAZON.COM INCAMZN | 20 funds | $8.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 20 funds | $6.4B |
| ALPHABET INC-CL AGOOGL | 20 funds | $6.3B |
| JPMORGAN CHASE & COJPM | 20 funds | $4.8B |
| BROADCOM INCAVGO | 20 funds | $4.5B |
| ALPHABET INC-CL CGOOG | 20 funds | $4.4B |
| VANGUARD VALUE ETFVTV | 20 funds | $4.1B |
| META PLATFORMS INC-CLASS AMETA | 20 funds | $4.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 20 funds | $3.3B |
Ranked by how many of CZA's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/CZA/capital-change-brief"
Use Arkolith's capital_change_brief for CZA. 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 CZA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.