Among active 13F managers last quarter, 8 opened and 15 added, while 16 reduced; the largest holder to move was Virtue Capital Management, LLC (−13%).
112 tracked 13F filers disclose a position in FXZ as of the latest SEC 13F filings, a combined $236.7M 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 | Wells Fargo & Company | 452K | $34.4M | ▲+32% Added · +109K sh | Q1 2026 | |
| 2 | Bank Of America Corp | 385K | $29.4M | ▲+278% Added · +283K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 307K | $23.4M | ▲+60% Added · +115K sh | Q1 2026 | |
| 4 | Morgan Stanley | 262K | $20.0M | ▲+49% Added · +86K sh | Q1 2026 | |
| 5 | UBS Group AG | 133K | $10.1M | ▲+141% Added · +78K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | 104K | $7.9M | ▼−3.3% Reduced · −4K sh | Q1 2026 | |
| 7 | Ameriprise Financial Inc | 95K | $7.2M | ▲+14% Added · +12K sh | Q1 2026 | |
| 8 | WCG Wealth Advisors LLC | 91K | $7.0M | ▲New +91K sh | Q1 2026 | |
| 9 | Virtue Capital Management, LLC | 81K | $6.4M | ▼−13% Reduced · −12K sh | Q2 2026 | |
| 10 | Envestnet Asset Management Inc | 79K | $6.0M | ▲+18% Added · +12K sh | Q1 2026 | |
| 11 | Truist Financial Corp | 76K | $5.8M | ▲+64% Added · +29K sh | Q1 2026 | |
| 12 | Raymond James Financial Inc | 70K | $5.3M | ▲+27% Added · +15K sh | Q1 2026 | |
| 13 | Oppenheimer & Co Inc | 58K | $4.6M | ▲+85% Added · +27K sh | Q2 2026 | |
| 14 | Royal Bank Of Canada | 58K | $4.4M | ▲+37% Added · +16K sh | Q1 2026 | |
| 15 | Commonwealth Equity Services, LLC | 57K | $4.3M | ▼−1.3% Reduced · −720 sh | Q1 2026 | |
| 16 | D.A. Davidson & Co. | 53K | $4.2M | ▼−1.3% Reduced · −718 sh | Q2 2026 | |
| 17 | Goldman Sachs Group Inc | 50K | $3.8M | ▼−21% Reduced · −13K sh | Q1 2026 | |
| 18 | Susquehanna International Group, LLP | 43K | $3.2M | ▲+35% Added · +11K sh | Q1 2026 | |
| 19 | Osaic Holdings, Inc. | 39K | $3.0M | ▲+125% Added · +22K sh | Q1 2026 | |
| 20 | Wealth Enhancement Advisory Services, LLC | 39K | $3.0M | ▼−5.3% Reduced · −2K sh | Q2 2026 | |
| 21 | Stifel Financial Corp | 36K | $2.8M | ▼−20% Reduced · −9K sh | Q1 2026 | |
| 22 | Harbour Investments, Inc. | 33K | $2.5M | ▲+15% Added · +4K sh | Q1 2026 | |
| 23 | Independent Financial Group, LLC | 30K | $2.4M | ▲+91% Added · +15K sh | Q2 2026 | |
| 24 | PGIM Custom Harvest LLC | 27K | $2.1M | ▼−0.7% Reduced · −202 sh | Q2 2026 | |
| 25 | Equitable Holdings, Inc. | 26K | $2.1M | ▲New +26K 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, 8 funds opened a new position in FXZ and 15 added to an existing one, while 16 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 |
|---|---|---|
| Nvidia CorpNVDA | 59 funds | $29.5B |
| Apple IncAAPL | 59 funds | $24.3B |
| Amazon.com IncAMZN | 59 funds | $17.9B |
| JPMorgan Chase & CoJPM | 59 funds | $8.0B |
| Microsoft CorpMSFT | 58 funds | $22.4B |
| Broadcom IncAVGO | 58 funds | $13.3B |
| Eli Lilly & CoLLY | 58 funds | $6.6B |
| Alphabet Inc-CL AGOOGL | 57 funds | $16.3B |
| Alphabet Inc-CL CGOOG | 57 funds | $9.0B |
| Tesla IncTSLA | 57 funds | $5.8B |
| Johnson & JohnsonJNJ | 57 funds | $3.9B |
| SS SPDR S&P 500 ETF Trust-USSPY | 57 funds | $3.0B |
Ranked by how many of FXZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FXZ.
No filings captured for this ticker in the live stream yet.
Connected entities for FXZ
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.