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/HEZU/capital-change-brief"
Use Arkolith's capital_change_brief for HEZU. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $156.7M | 3.6M | ▼−26% Reduced · −1.2M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $22.8M | 522K | ▲New +522K sh | Q1 2026 | |
| 3 | HighTower Advisors, LLC | $13.6M | 311K | ▲+0.7% Added · +2K sh | Q1 2026 | |
| 4 | Robertson Stephens Wealth Management, LLC | $11.3M | 258K | ▼−0.6% Reduced · −1K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $10.5M | 241K | ▲+9.3% Added · +21K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $10.4M | 239K | ▼−14% Reduced · −40K sh | Q1 2026 | |
| 7 | EP Wealth Advisors, LLC | $10.4M | 237K | ▼−3.5% Reduced · −9K sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $9.4M | 220K | ▼−9.6% Reduced · −23K sh | Q1 2026 | |
| 9 | UBS Group AG | $8.9M | 203K | ▼−9.1% Reduced · −20K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $7.4M | 169K | ▲+8.9% Added · +14K sh | Q1 2026 | |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.2M | 143K | ▼−2.9% Reduced · −4K sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $6.0M | 137K | ▼−1.9% Reduced · −3K sh | Q1 2026 | |
| 13 | Connecticut Wealth Management, LLC | $4.4M | 100K | ▼−9.7% Reduced · −11K sh | Q1 2026 | |
| 14 | Allianz Asset Management GmbH | $3.5M | 80K | ▼−3.6% Reduced · −3K sh | Q1 2026 | |
| 15 | CITADEL ADVISORS LLC | $2.5M | 57K | ▲+25% Added · +11K sh | Q1 2026 | |
| 16 | ROYAL BANK OF CANADA | $2.5M | 56K | ▼−1.9% Reduced · −1K sh | Q1 2026 | |
| 17 | Summit Financial, LLC | $2.3M | 53K | ▲+2.3% Added · +1K sh | Q1 2026 | |
| 18 | Quotient Wealth Partners, LLC | $1.9M | 43K | ▲+9.4% Added · +4K sh | Q1 2026 | |
| 19 | JANE STREET GROUP, LLC | $1.8M | 41K | ▲+20% Added · +7K sh | Q1 2026 | |
| 20 | WELLS FARGO & COMPANY/MN | $1.6M | 36K | ▼−13% Reduced · −6K sh | Q1 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $1.3M | 30K | ▼−6.3% Reduced · −2K sh | Q1 2026 | |
| 22 | NewEdge Advisors, LLC | $1.2M | 27K | ▼−4.7% Reduced · −1K sh | Q1 2026 | |
| 23 | Sanctuary Advisors, LLC | $982K | 22K | ▼−7.0% Reduced · −2K sh | Q1 2026 | |
| 24 | Stanich Group LLC | $1.1M | 22K | ▲+22% Added · +4K sh | Q2 2026 | |
| 25 | US BANCORP \DE\ | $940K | 22K | ▲+2.1% Added · +436 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 33 funds | $14.7B |
| MICROSOFT CORPMSFT | 33 funds | $11.1B |
| ISHARES CORE S&P 500 ETFIVV | 33 funds | $10.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 33 funds | $6.9B |
| BROADCOM INCAVGO | 33 funds | $5.7B |
| ALPHABET INC-CL CGOOG | 33 funds | $5.4B |
| JPMORGAN CHASE & COJPM | 33 funds | $5.1B |
| META PLATFORMS INC-CLASS AMETA | 33 funds | $4.9B |
| JOHNSON & JOHNSONJNJ | 33 funds | $3.0B |
| VISA INC-CLASS A SHARESV | 33 funds | $2.9B |
| ELI LILLY & COLLY | 33 funds | $2.9B |
| COSTCO WHOLESALE CORPCOST | 33 funds | $2.9B |
Ranked by how many of HEZU's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for HEZU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.