Among active 13F managers last quarter, 9 opened and 13 added, while 8 reduced; the largest holder to move was Boston Partners (new position). Over the last 180 days, 5 insiders bought and 1 insider sold, a net +$17K in open-market trades.
Funds lean in and no leg opposes.
86 tracked 13F filers disclose a position in CZWI as of the latest SEC 13F filings, a combined $107.7M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 633K | $14.8M | ▲+25% Added · +125K sh | Q2 2026 | |
| 2 | Manufacturers Life Insurance Company, The | 484K | $9.6M | ▼−1.3% Reduced · −6K sh | Q1 2026 | |
| 3 | Vanguard Capital Management LLC | 413K | $9.7M | ▼−10% Reduced · −48K sh | Q2 2026 | |
| 4 | Dimensional Fund Advisors LP | 347K | $6.9M | ▲+3.1% Added · +11K sh | Q1 2026 | |
| 5 | Gendell Jeffrey L | 248K | $5.8M | —Held | Q2 2026 | |
| 6 | Boston Partners | 235K | $4.6M | ▲New +235K sh | Q1 2026 | |
| 7 | Geode Capital Management, LLC | 231K | $5.4M | ▲+13% Added · +26K sh | Q2 2026 | |
| 8 | Bridgeway Capital Management, LLC | 158K | $3.7M | ▼−1.4% Reduced · −2K sh | Q2 2026 | |
| 9 | Arrowstreet Capital, Limited Partnership | 148K | $2.9M | ▲+22% Added · +27K sh | Q1 2026 | |
| 10 | AllianceBernstein L.P. | 148K | $2.6M | ▼−73% Reduced · −396K sh | Q1 2026 | |
| 11 | Rhino Investment Partners, Inc | 144K | $3.4M | ▼−11% Reduced · −18K sh | Q2 2026 | |
| 12 | State Street Corp | 134K | $3.1M | ▲+7.9% Added · +10K sh | Q2 2026 | |
| 13 | UBS Group AG | 134K | $2.6M | ▼−21% Reduced · −36K sh | Q1 2026 | |
| 14 | Daytona Street Capital LLC | 110K | $2.5M | ▼−27% Reduced · −41K sh | Q2 2026 | |
| 15 | RFG - Bristol Wealth Advisors, LLC | 104K | $2.4M | ▲+0.6% Added · +608 sh | Q2 2026 | |
| 16 | Pinnacle Holdings, LLC | 91K | $2.1M | ▼−0.1% Reduced · −85 sh | Q2 2026 | |
| 17 | Northern Trust Corp | 84K | $1.7M | ▲+6.5% Added · +5K sh | Q1 2026 | |
| 18 | Two Sigma Investments, LP | 74K | $1.5M | ▲+64% Added · +29K sh | Q1 2026 | |
| 19 | O'shaughnessy Asset Management, LLC | 72K | $1.7M | ▲+29% Added · +16K sh | Q2 2026 | |
| 20 | Empowered Funds, LLC | 69K | $1.4M | ▲New +69K sh | Q1 2026 | |
| 21 | Vanguard Fiduciary Trust Co | 64K | $1.5M | ▲+6.3% Added · +4K sh | Q2 2026 | |
| 22 | Vanguard Portfolio Management LLC | 62K | $1.5M | ▲+16% Added · +8K sh | Q2 2026 | |
| 23 | HSBC Holdings PLC | 59K | $1.2M | ▲+95% Added · +29K sh | Q1 2026 | |
| 24 | Renaissance Technologies LLC | 53K | $1.1M | ▲+21% Added · +9K sh | Q1 2026 | |
| 25 | First Manhattan Co. LLC. | 53K | $1.2M | ▼−8.7% Reduced · −5K 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, 9 funds opened a new position in CZWI and 13 added to an existing one, while 8 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 33 funds | $69.5B |
| Microsoft CorpMSFT | 33 funds | $67.8B |
| Bank Of America CorpBAC | 33 funds | $8.4B |
| Walmart IncWMT | 33 funds | $8.3B |
| McDonald's CorpMCD | 33 funds | $5.1B |
| Alphabet Inc-CL AGOOGL | 32 funds | $35.5B |
| Meta Platforms Inc-Class AMETA | 32 funds | $24.7B |
| JPMorgan Chase & CoJPM | 32 funds | $14.7B |
| Tesla IncTSLA | 32 funds | $14.7B |
| Berkshire Hathaway Inc-CL BBRK/B | 32 funds | $10.2B |
| Netflix IncNFLX | 32 funds | $10.0B |
| Walt Disney CoDIS | 32 funds | $6.4B |
Ranked by how many of CZWI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CZWI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 10, 2026 | Felber Francis E | Director | Buy (P) | 500 | $10K |
| Aug 10, 2026 | Bianchi Stephen M | CEO and President, Director | Buy (P) | 1K | $21K |
| May 18, 2026 | Moll James D | Director | Sell (S) 3 lots, same day | 2K | $41K |
| May 18, 2026 | Felber Francis E | Director | Buy (P) | 500 | $10K |
| May 14, 2026 | Moll James D | Director | Sell (S) 4 lots, same day | 3K | $63K |
| May 8, 2026 | Skarvan Kathleen | Director | Buy (P) 2 lots, same day | 750 | $16K |
| May 5, 2026 | Olson Timothy L | Director | Buy (P) | 1K | $21K |
| May 4, 2026 | Felber Francis E | Director | Buy (P) | 1K | $21K |
| Apr 30, 2026 | Conner Michael R | Director | Buy (P) | 1K | $23K |
| Aug 6, 2025 | Conner Michael R | Director | Buy (P) | 2K | $24K |
| Aug 4, 2025 | Olson Timothy L | Director | Buy (P) | 1K | $22K |
| Jul 31, 2025 | Skarvan Kathleen | Director | Buy (P) | 1K | $15K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 35 | 25 | – |
Insiders Form 4 open-market | 5 | 1 | +$17K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
No filings captured for this ticker in the live stream yet.
Connected entities for CZWI
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.
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.