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/CZWI/capital-change-brief"
Use Arkolith's capital_change_brief for CZWI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $10.1M | 508K | ▲+8.3% Added · +39K sh | Q1 2026 | |
| 2 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $9.6M | 484K | ▼−1.3% Reduced · −6K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $9.1M | 461K | ▲New +461K sh | Q1 2026 | |
| 4 | DIMENSIONAL FUND ADVISORS LP | $6.9M | 347K | ▲+3.1% Added · +11K sh | Q1 2026 | |
| 5 | GENDELL JEFFREY L | $4.9M | 248K | —Held | Q1 2026 | |
| 6 | Boston Partners | $4.6M | 235K | ▲New +235K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $4.0M | 204K | ▼−3.8% Reduced · −8K sh | Q1 2026 | |
| 8 | Rhino Investment Partners, Inc | $3.2M | 162K | ▲New +162K sh | Q1 2026 | |
| 9 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.2M | 160K | ▲+2.6% Added · +4K sh | Q1 2026 | |
| 10 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $2.9M | 148K | ▲+22% Added · +27K sh | Q1 2026 | |
| 11 | ALLIANCEBERNSTEIN L.P. | $2.6M | 148K | ▼−73% Reduced · −396K sh | Q1 2026 | |
| 12 | UBS Group AG | $2.6M | 134K | ▼−21% Reduced · −36K sh | Q1 2026 | |
| 13 | STATE STREET CORP | $2.5M | 124K | ▲+22% Added · +22K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $1.7M | 84K | ▲+6.5% Added · +5K sh | Q1 2026 | |
| 15 | TWO SIGMA INVESTMENTS, LP | $1.5M | 74K | ▲+64% Added · +29K sh | Q1 2026 | |
| 16 | Empowered Funds, LLC | $1.4M | 69K | ▲New +69K sh | Q1 2026 | |
| 17 | VANGUARD FIDUCIARY TRUST CO | $1.2M | 60K | ▲New +60K sh | Q1 2026 | |
| 18 | HSBC HOLDINGS PLC | $1.2M | 59K | ▲+95% Added · +29K sh | Q1 2026 | |
| 19 | FIRST MANHATTAN CO. LLC. | $1.1M | 58K | —Held | Q1 2026 | |
| 20 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.1M | 56K | ▼−5.8% Reduced · −3K sh | Q1 2026 | |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.1M | 54K | ▲New +54K sh | Q1 2026 | |
| 22 | RENAISSANCE TECHNOLOGIES LLC | $1.1M | 53K | ▲+21% Added · +9K sh | Q1 2026 | |
| 23 | GOLDMAN SACHS GROUP INC | $1.0M | 51K | ▲+37% Added · +14K sh | Q1 2026 | |
| 24 | RITHOLTZ WEALTH MANAGEMENT | $934K | 47K | ▲+38% Added · +13K sh | Q1 2026 | |
| 25 | MORGAN STANLEY | $722K | 36K | ▼−16% Reduced · −7K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 2, 2026 | Bianchi Stephen M | CEO and President, Director | Option exercise (M) | 5K | $55K |
| Jun 2, 2026 | Bianchi Stephen M | CEO and President, Director | Option exercise (M) | 5K | $55K |
| Jun 1, 2026 | BROUCEK JAMES S | EVP/CFO/Treasurer/Secretary | Option exercise (M) | 2K | $27K |
| Jun 1, 2026 | BROUCEK JAMES S | EVP/CFO/Treasurer/Secretary | Option exercise (M) | 2K | $27K |
| May 18, 2026 | MOLL JAMES D | Director | Sell (S) | 1K | $21K |
| May 18, 2026 | MOLL JAMES D | Director | Sell (S) | 500 | $10K |
| May 18, 2026 | MOLL JAMES D | Director | Sell (S) | 500 | $10K |
| May 18, 2026 | FELBER FRANCIS E | Director | Buy (P) | 500 | $10K |
| May 14, 2026 | MOLL JAMES D | Director | Sell (S) | 2K | $40K |
| May 14, 2026 | MOLL JAMES D | Director | Sell (S) | 876 | $18K |
| May 14, 2026 | MOLL JAMES D | Director | Sell (S) | 124 | $3K |
| May 14, 2026 | MOLL JAMES D | Director | Sell (S) | 100 | $2K |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 20 funds | $8.2B |
| AMPHENOL CORP-CL AAPH | 20 funds | $401.9M |
| NVIDIA CORPNVDA | 19 funds | $10.6B |
| MICROSOFT CORPMSFT | 19 funds | $6.6B |
| AMAZON.COM INCAMZN | 19 funds | $5.4B |
| ALPHABET INC-CL AGOOGL | 19 funds | $4.7B |
| BROADCOM INCAVGO | 19 funds | $4.2B |
| ALPHABET INC-CL CGOOG | 19 funds | $3.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 19 funds | $2.6B |
| META PLATFORMS INC-CLASS AMETA | 19 funds | $2.6B |
| MICRON TECHNOLOGY INCMU | 19 funds | $2.2B |
| JPMORGAN CHASE & COJPM | 19 funds | $2.2B |
Ranked by how many of CZWI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CZWI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.