94 tracked 13F filers disclose a position in FXZ as of the latest SEC 13F filings, a combined $217.8M 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 | WELLS FARGO & COMPANY/MN | $34.4M | 452K | ▲+32% Added · +109K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $29.4M | 385K | ▲+278% Added · +283K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $23.4M | 307K | ▲+60% Added · +115K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $20.0M | 262K | ▲+49% Added · +86K sh | Q1 2026 | |
| 5 | UBS Group AG | $10.1M | 133K | ▲+141% Added · +78K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $7.9M | 104K | ▼−3.3% Reduced · −4K sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $7.2M | 95K | ▲+14% Added · +12K sh | Q1 2026 | |
| 8 | WCG Wealth Advisors LLC | $7.0M | 91K | ▲New +91K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $6.0M | 79K | ▲+18% Added · +12K sh | Q1 2026 | |
| 10 | TRUIST FINANCIAL CORP | $5.8M | 76K | ▲+64% Added · +29K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $5.3M | 70K | ▲+27% Added · +15K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $4.4M | 58K | ▲+37% Added · +16K sh | Q1 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $4.3M | 57K | ▼−1.3% Reduced · −720 sh | Q1 2026 | |
| 14 | D.A. DAVIDSON & CO. | $4.2M | 53K | ▼−1.3% Reduced · −718 sh | Q2 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $3.8M | 50K | ▼−21% Reduced · −13K sh | Q1 2026 | |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.2M | 43K | ▲+35% Added · +11K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $3.0M | 39K | ▲+125% Added · +22K sh | Q1 2026 | |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.0M | 39K | ▼−5.3% Reduced · −2K sh | Q2 2026 | |
| 19 | STIFEL FINANCIAL CORP | $2.8M | 36K | ▼−20% Reduced · −9K sh | Q1 2026 | |
| 20 | HARBOUR INVESTMENTS, INC. | $2.5M | 33K | ▲+15% Added · +4K sh | Q1 2026 | |
| 21 | OPPENHEIMER & CO INC | $2.4M | 31K | ▲+209% Added · +21K sh | Q1 2026 | |
| 22 | INDEPENDENT FINANCIAL GROUP, LLC | $2.4M | 30K | ▲+91% Added · +15K sh | Q2 2026 | |
| 23 | PGIM Custom Harvest LLC | $2.1M | 27K | ▼−1.2% Reduced · −330 sh | Q1 2026 | |
| 24 | Rockefeller Capital Management L.P. | $2.0M | 26K | ▲+0.5% Added · +137 sh | Q1 2026 | |
| 25 | Private Advisor Group, LLC | $1.7M | 22K | ▼−0.3% Reduced · −76 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, 7 funds opened a new position in FXZ and 9 added to an existing one, while 15 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 28 funds | $9.3B |
| NVIDIA CORPNVDA | 28 funds | $9.0B |
| MICROSOFT CORPMSFT | 28 funds | $8.5B |
| VANGUARD S&P 500 ETFVOO | 28 funds | $6.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 28 funds | $5.3B |
| BROADCOM INCAVGO | 28 funds | $3.8B |
| JPMORGAN CHASE & COJPM | 28 funds | $3.7B |
| META PLATFORMS INC-CLASS AMETA | 28 funds | $3.4B |
| ALPHABET INC-CL CGOOG | 28 funds | $3.1B |
| ISHARES CORE MSCI EMERGINGIEMG | 28 funds | $2.6B |
| EXXON MOBIL CORPXOM | 28 funds | $2.2B |
| ELI LILLY & COLLY | 28 funds | $2.1B |
Ranked by how many of FXZ's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/FXZ/capital-change-brief"
Use Arkolith's capital_change_brief for FXZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FXZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.