61 tracked 13F filers disclose a position in CZA as of the latest SEC 13F filings, a combined $76.9M 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 | 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 | Rodgers & Associates, LTD | $2.7M | 22K | —Held | Q2 2026 | |
| 8 | PACIFIC SUN FINANCIAL CORP | $2.3M | 19K | ▼−2.7% Reduced · −530 sh | Q2 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $2.1M | 19K | ▲+39% Added · +5K sh | Q1 2026 | |
| 10 | TRUIST FINANCIAL CORP | $2.0M | 18K | ▲+7.9% Added · +1K sh | Q1 2026 | |
| 11 | Empirical Asset Management, LLC | $2.0M | 16K | ▲+5.2% Added · +793 sh | Q2 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $1.6M | 14K | ▼−8.2% Reduced · −1K sh | Q1 2026 | |
| 13 | Davis Investment Partners, LLC | $1.4M | 11K | ▼−0.4% Reduced · −50 sh | Q2 2026 | |
| 14 | EP Wealth Advisors, LLC | $1.3M | 11K | ▼−1.0% Reduced · −107 sh | Q2 2026 | |
| 15 | ROYAL BANK OF CANADA | $1.1M | 10K | ▲+6.6% Added · +599 sh | Q1 2026 | |
| 16 | MML INVESTORS SERVICES, LLC | $1.0M | 8K | ▲+18% Added · +1K sh | Q2 2026 | |
| 17 | Cetera Investment Advisers | $887K | 8K | ▲+9.1% Added · +671 sh | Q1 2026 | |
| 18 | JONES FINANCIAL COMPANIES LLLP | $862K | 8K | ▲+57% Added · +3K sh | Q1 2026 | |
| 19 | HUNTINGTON NATIONAL BANK | $974K | 8K | ▲New +8K sh | Q2 2026 | |
| 20 | Quantinno Capital Management LP | $861K | 8K | —Held | Q1 2026 | |
| 21 | Well Done, LLC | $929K | 8K | ▼−51% Reduced · −8K sh | Q2 2026 | |
| 22 | Savant Capital, LLC | $808K | 7K | ▼−3.0% Reduced · −204 sh | Q2 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $681K | 6K | ▼−2.2% Reduced · −140 sh | Q1 2026 | |
| 24 | CITADEL ADVISORS LLC | $729K | 6K | ▲+2.0% Added · +115 sh | Q2 2026 | |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $631K | 6K | ▲New +6K 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 CZA and 3 added to an existing one, while 6 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 |
|---|---|---|
| NVIDIA CORPNVDA | 21 funds | $7.5B |
| APPLE INCAAPL | 21 funds | $5.5B |
| AMAZON.COM INCAMZN | 21 funds | $3.3B |
| MICROSOFT CORPMSFT | 21 funds | $3.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 21 funds | $779.1M |
| ALPHABET INC-CL AGOOGL | 20 funds | $2.2B |
| META PLATFORMS INC-CLASS AMETA | 20 funds | $2.1B |
| BROADCOM INCAVGO | 20 funds | $2.0B |
| ELI LILLY & COLLY | 20 funds | $843.1M |
| VISA INC-CLASS A SHARESV | 20 funds | $557.3M |
| ABBVIE INCABBV | 20 funds | $466.3M |
| ISHARES CORE S&P 500 ETFIVV | 19 funds | $3.8B |
Ranked by how many of CZA's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CZAthis pagecommon | 61 funds | $76.9M |
| CVYZACKS MULT AST | 42 funds | $19.6M |
| RSPCUIT EXCHANGE TRADED | 41 funds | $44.9M |
| PXJmc | 33 funds | $56.7M |
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 CZA
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.