Among active 13F managers last quarter, none opened or added and 2 reduced; the largest holder to move was Ballew Advisors, Inc (−47%).
10 tracked 13F filers disclose a position in EFZUSD as of the latest SEC 13F filings, a combined $19.2M 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 | Morgan Stanley | 698K | $8.8M | ▲698k× Added · +698K sh | Q1 2026 | |
| 2 | HighTower Advisors, LLC | 351K | $4.4M | ▲New +351K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 143K | $1.8M | ▼−23% Reduced · −42K sh | Q1 2026 | |
| 4 | Mercer Global Advisors Inc | 115K | $1.5M | ▲New +115K sh | Q1 2026 | |
| 5 | UBS Group AG | 68K | $861K | ▲3k× Added · +68K sh | Q1 2026 | |
| 6 | Ballew Advisors, Inc | 57K | $1.3M | ▼−47% Reduced · −51K sh | Q2 2026 | |
| 7 | Jane Street Group, LLC | 26K | $322K | ▲+120% Added · +14K sh | Q1 2026 | |
| 8 | Susquehanna International Group, LLP | 20K | $256K | ▲New +20K sh | Q1 2026 | |
| 9 | Qube Research & Technologies Ltd | 20 | $251 | ▼−83% Reduced · −100 sh | Q1 2026 | |
| 10 | Wells Fargo & Company | 1 | $13 | —Held | 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, no active manager opened or added to a position in EFZUSD, while 2 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 | 3 funds | $1.4B |
| Microsoft CorpMSFT | 3 funds | $932.3M |
| JPMorgan Chase & CoJPM | 3 funds | $729.7M |
| Amazon.com IncAMZN | 3 funds | $709.8M |
| Alphabet Inc-CL AGOOGL | 3 funds | $690.4M |
| Eli Lilly & CoLLY | 3 funds | $658.5M |
| Alphabet Inc-CL CGOOG | 3 funds | $594.7M |
| Nvidia CorpNVDA | 3 funds | $538.6M |
| Visa Inc-Class A SharesV | 3 funds | $502.4M |
| Meta Platforms Inc-Class AMETA | 3 funds | $449.4M |
| Chevron CorpCVX | 3 funds | $426.2M |
| Tesla IncTSLA | 3 funds | $425.4M |
Ranked by how many of EFZUSD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EFZUSD.
| Class | 13F holders | Value held |
|---|---|---|
| SSOcommon | 221 funds | $1.5B |
| QLDUIT EXCHANGE TRADED | 203 funds | $1.6B |
| CSMPSHS LC COR PLUS | 99 funds | $263.0M |
| ROMcs | 76 funds | $91.4M |
| USDcommon | 54 funds | $168.3M |
| UWMcommon | 43 funds | $64.9M |
| DDMPSHS ULTRA DOW30 | 42 funds | $54.6M |
| MVVPSHS ULT MCAP400 | 23 funds | $13.1M |
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 EFZUSD
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/EFZUSD/capital-change-brief"
Use Arkolith's capital_change_brief for EFZUSD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for EFZUSD. Filings are public domain, sourced to SEC EDGAR.