Among active 13F managers last quarter, 1 opened and 1 added, while none reduced or exited; the largest holder to move was Davidson Kahn Capital Management, LLC (new position). Over the last 180 days, 1 insider sold and 1 insider bought, a net -$9K in open-market trades.
The legs disagree, or only one of them leans.
8 tracked 13F filers disclose a position in EXOZ as of the latest SEC 13F filings, a combined $1.1M 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 | Vanguard Capital Management LLC | 55K | $464K | ▲+148% Added · +33K sh | Q2 2026 | |
| 2 | Davidson Kahn Capital Management, LLC | 25K | $211K | ▲New +25K sh | Q2 2026 | |
| 3 | Geode Capital Management, LLC | 23K | $197K | ▲+6.9% Added · +2K sh | Q2 2026 | |
| 4 | BlackRock, Inc. | 10K | $81K | ▲+41% Added · +3K sh | Q2 2026 | |
| 5 | Vanguard Fiduciary Trust Co | 9K | $79K | —Held | Q2 2026 | |
| 6 | Tower Research Capital LLC (TRC) | 1K | $10K | ▲659× Added · +1K sh | Q1 2026 | |
| 7 | Morgan Stanley | 1K | $9K | —Held | Q1 2026 | |
| 8 | UBS Group AG | 24 | $180 | ▲+700% Added · +21 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, 1 fund opened a new position in EXOZ and 1 added to an existing one, while none reduced or exited. 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 |
|---|---|---|
| Invesco QQQ Trust Series 1QQQ | 2 funds | $158.8M |
| Apple IncAAPL | 2 funds | $115.3M |
| Microsoft CorpMSFT | 2 funds | $97.6M |
| Tesla IncTSLA | 2 funds | $71.2M |
| Nvidia CorpNVDA | 2 funds | $67.9M |
| Alphabet Inc-CL AGOOGL | 2 funds | $57.8M |
| Broadcom IncAVGO | 2 funds | $57.7M |
| Amazon.com IncAMZN | 2 funds | $42.9M |
| SS SPDR S&P 500 ETF Trust-USSPY | 2 funds | $38.4M |
| Meta Platforms Inc-Class AMETA | 2 funds | $32.3M |
| JPMorgan Chase & CoJPM | 2 funds | $29.9M |
| Alphabet Inc-CL CGOOG | 2 funds | $27.3M |
Ranked by how many of EXOZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EXOZ.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 26, 2026 | Heltzen Michael | Chief Executive Officer | Buy (P) 3 lots, same day | 505 | $4K |
| Aug 25, 2026 | Heltzen Michael | Chief Executive Officer | Buy (P) 2 lots, same day | 350 | $3K |
| Apr 9, 2026 | Korman Tyler Paz | Chief Scientific Officer | Sell (S) | 750 | $8K |
| Apr 8, 2026 | Korman Tyler Paz | Chief Scientific Officer | Sell (S) | 750 | $8K |
| Jul 2, 2025 | Heltzen Michael | Chief Executive Officer | Buy (P) | 1K | $11K |
| Jan 17, 2025 | Heltzen Michael | Chief Executive Officer | Buy (P) | 2K | $19K |
| Jan 16, 2025 | Heltzen Michael | Chief Executive Officer | Buy (P) | 121 | $1K |
| Nov 15, 2024 | Heltzen Michael | Chief Executive Officer | Buy (P) | 2K | $22K |
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 | 5 | 0 | – |
Insiders Form 4 open-market | 1 | 1 | -$9K |
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.
Connected entities for EXOZ
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/EXOZ/capital-change-brief"
Use Arkolith's capital_change_brief for EXOZ. 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 EXOZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.