34 tracked 13F filers disclose a position in OZ as of the latest SEC 13F filings, a combined $50.0M 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 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | $10.9M | 241K | ▼−2.3% Reduced · −6K sh | Q2 2026 | |
| 2 | Belpointe Asset Management LLC | $12.0M | 226K | ▲+3.3% Added · +7K sh | Q1 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $5.0M | 94K | ▲+67% Added · +38K sh | Q1 2026 | |
| 4 | United Asset Strategies, Inc. | $4.0M | 89K | ▼−0.7% Reduced · −632 sh | Q2 2026 | |
| 5 | Lido Advisors, LLC | $3.4M | 64K | ▼−0.6% Reduced · −400 sh | Q1 2026 | |
| 6 | Brookwood Investment Group LLC | $1.6M | 36K | ▼−5.0% Reduced · −2K sh | Q2 2026 | |
| 7 | Mason & Associates Inc | $1.1M | 25K | ▼−2.8% Reduced · −700 sh | Q2 2026 | |
| 8 | SHEETS SMITH WEALTH MANAGEMENT | $987K | 22K | —Held | Q2 2026 | |
| 9 | Robertson Stephens Wealth Management, LLC | $960K | 21K | —Held | Q2 2026 | |
| 10 | Rockefeller Capital Management L.P. | $977K | 18K | —Held | Q1 2026 | |
| 11 | Cetera Investment Advisers | $975K | 18K | —Held | Q1 2026 | |
| 12 | Mariner, LLC | $930K | 17K | —Held | Q1 2026 | |
| 13 | LPL Financial LLC | $875K | 16K | ▼−0.1% Reduced · −25 sh | Q1 2026 | |
| 14 | Navis Wealth Advisors, LLC | $863K | 16K | ▲New +16K sh | Q1 2026 | |
| 15 | U.S. Capital Wealth Advisors, LLC | $845K | 16K | —Held | Q1 2026 | |
| 16 | B.O.S.S. Retirement Advisors, LLC | $677K | 15K | ▼−0.9% Reduced · −137 sh | Q2 2026 | |
| 17 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $426K | 8K | ▲+32% Added · +2K sh | Q1 2026 | |
| 18 | Mutual Advisors, LLC | $399K | 8K | —Held | Q1 2026 | |
| 19 | Walser Wealth Management Company, A Ltd Liability Co | $274K | 6K | —Held | Q2 2026 | |
| 20 | BROWN ADVISORY INC | $299K | 6K | —Held | Q1 2026 | |
| 21 | KINGSWOOD WEALTH ADVISORS, LLC | $284K | 5K | ▲+25% Added · +1K sh | Q1 2026 | |
| 22 | NewEdge Wealth, LLC | $281K | 5K | ▲New +5K sh | Q1 2026 | |
| 23 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $221K | 5K | —Held | Q2 2026 | |
| 24 | Accurate Wealth Management, LLC | $206K | 5K | ▼~0% Reduced · −1 sh | Q2 2026 | |
| 25 | Texas Yale Capital Corp. | $223K | 4K | —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, 1 fund opened a new position in OZ and 2 added to an existing one, while 4 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 |
|---|---|---|
| NVIDIA CORPNVDA | 14 funds | $7.7B |
| APPLE INCAAPL | 14 funds | $6.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 14 funds | $6.2B |
| MICROSOFT CORPMSFT | 14 funds | $4.9B |
| ISHARES CORE S&P 500 ETFIVV | 14 funds | $4.8B |
| AMAZON.COM INCAMZN | 14 funds | $4.3B |
| ALPHABET INC-CL AGOOGL | 14 funds | $3.3B |
| BROADCOM INCAVGO | 14 funds | $2.8B |
| META PLATFORMS INC-CLASS AMETA | 14 funds | $2.4B |
| JPMORGAN CHASE & COJPM | 14 funds | $2.3B |
| ALPHABET INC-CL CGOOG | 14 funds | $2.0B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 14 funds | $1.9B |
Ranked by how many of OZ's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
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/OZ/capital-change-brief"
Use Arkolith's capital_change_brief for OZ. 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 OZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.