83 tracked 13F filers disclose a position in CZFS as of the latest SEC 13F filings, a combined $93.5M 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 | BlackRock, Inc. | $20.3M | 331K | ▼−1.4% Reduced · −5K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $12.3M | 202K | →First observed position No prior filed position | Q1 2026 | |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | $8.7M | 120K | ▲+6.5% Added · +7K sh | Q2 2026 | |
| 4 | CITIZENS & NORTHERN CORP | $8.5M | 117K | —Held | Q2 2026 | |
| 5 | STATE STREET CORP | $6.7M | 93K | ▼−1.2% Reduced · −1K sh | Q2 2026 | |
| 6 | Hudock, Inc. | $5.7M | 78K | ▲+91% Added · +37K sh | Q2 2026 | |
| 7 | AMERICAN CENTURY COMPANIES INC | $2.7M | 44K | ▲+58% Added · +16K sh | Q1 2026 | |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.3M | 38K | ▼−3.6% Reduced · −1K sh | Q1 2026 | |
| 9 | NORTHERN TRUST CORP | $2.3M | 37K | ▲+5.8% Added · +2K sh | Q1 2026 | |
| 10 | VANGUARD FIDUCIARY TRUST CO | $1.9M | 31K | →First observed position No prior filed position | Q1 2026 | |
| 11 | DIMENSIONAL FUND ADVISORS LP | $1.7M | 29K | ▲+17% Added · +4K sh | Q1 2026 | |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.6M | 26K | →First observed position No prior filed position | Q1 2026 | |
| 13 | SEGALL BRYANT & HAMILL, LLC | $1.5M | 21K | —Held | Q2 2026 | |
| 14 | De Lisle Partners LLP | $1.5M | 21K | —Held | Q2 2026 | |
| 15 | MARSHALL WACE, LLP | $1.1M | 18K | ▲+146% Added · +11K sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $1.1M | 18K | ▲+109% Added · +9K sh | Q1 2026 | |
| 17 | Cyndeo Wealth Partners, LLC | $1.2M | 16K | ▲+0.5% Added · +88 sh | Q2 2026 | |
| 18 | Bank of New York Mellon Corp | $946K | 15K | ▼−21% Reduced · −4K sh | Q1 2026 | |
| 19 | Quantinno Capital Management LP | $847K | 14K | ▲+35% Added · +4K sh | Q1 2026 | |
| 20 | MORGAN STANLEY | $782K | 13K | ▲+100% Added · +6K sh | Q1 2026 | |
| 21 | LAWOOD & CO | $777K | 11K | —Held | Q2 2026 | |
| 22 | Squarepoint Ops LLC | $630K | 10K | ▲New +10K sh | Q1 2026 | |
| 23 | Trexquant Investment LP | $605K | 10K | ▼−6.8% Reduced · −724 sh | Q1 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $490K | 8K | ▲+69% Added · +3K sh | Q1 2026 | |
| 25 | GREAT LAKES ADVISORS, LLC | $565K | 8K | ▼−2.9% Reduced · −235 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, 5 funds opened a new position in CZFS and 13 added to an existing one, while 5 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 | 38 funds | $96.8B |
| MICROSOFT CORPMSFT | 38 funds | $62.0B |
| AMAZON.COM INCAMZN | 38 funds | $45.2B |
| APPLE INCAAPL | 37 funds | $74.0B |
| ALPHABET INC-CL AGOOGL | 37 funds | $36.9B |
| META PLATFORMS INC-CLASS AMETA | 37 funds | $23.6B |
| ELI LILLY & COLLY | 37 funds | $17.6B |
| JPMORGAN CHASE & COJPM | 37 funds | $15.2B |
| CHEVRON CORPCVX | 37 funds | $6.9B |
| COCA-COLA CO/THEKO | 37 funds | $6.5B |
| RTX CORPRTX | 37 funds | $5.3B |
| VERIZON COMMUNICATIONS INCVZ | 37 funds | $4.3B |
Ranked by how many of CZFS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 31, 2026 | Guillaume Stephen J | SENIOR VICE PRESIDENT | Buy (P) | 24 | $2K |
| Aug 5, 2026 | Painter John P II | Director | Buy (P) | 160 | $13K |
| Jul 9, 2026 | Gephart LeeAnn | EXECUTIVE VICE PRESIDENT | Sell (S) | 15 | $1K |
| Jun 25, 2026 | Gephart LeeAnn | EXECUTIVE VICE PRESIDENT | Sell (S) | 29 | $2K |
| May 29, 2026 | Guillaume Stephen J | SENIOR VICE PRESIDENT | Buy (P) | 34 | $2K |
| May 28, 2026 | Gephart LeeAnn | EXECUTIVE VICE PRESIDENT | Sell (S) | 24 | $2K |
| May 12, 2026 | Painter John P II | Director | Buy (P) | 140 | $9K |
| Mar 6, 2026 | Painter John P II | Director | Buy (P) | 675 | $41K |
| Feb 27, 2026 | Guillaume Stephen J | SENIOR VICE PRESIDENT | Buy (P) | 13 | $742 |
| Nov 28, 2025 | Guillaume Stephen J | SENIOR VICE PRESIDENT | Buy (P) | 16 | $850 |
| Nov 4, 2025 | BLACK RANDALL E | CEO & PRESIDENT, Director | Buy (P) | 22 | $1K |
| Nov 3, 2025 | BLACK RANDALL E | CEO & PRESIDENT, Director | Buy (P) | 278 | $15K |
Connected entities for CZFS
This stock 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/CZFS/capital-change-brief"
Use Arkolith's capital_change_brief for CZFS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CZFS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.