Among active 13F managers last quarter, 3 opened and 1 added, while 6 reduced; the largest holder to move was Belpointe Asset Management LLC (+3.3%). No recent Form 4 insider filings for OZ.
Funds lean out and no leg opposes.
44 tracked 13F filers disclose a position in OZ as of the latest SEC 13F filings, a combined $61.5M 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 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 241K | $10.9M | ▼−2.3% Reduced · −6K sh | Q2 2026 | |
| 2 | Precision Wealth Strategies, LLC | 235K | $10.6M | ▼−2.4% Reduced · −6K sh | Q2 2026 | |
| 3 | Belpointe Asset Management LLC | 226K | $12.0M | ▲+3.3% Added · +7K sh | Q1 2026 | |
| 4 | Osaic Holdings, Inc. | 94K | $5.0M | ▲+67% Added · +38K sh | Q1 2026 | |
| 5 | United Asset Strategies, Inc. | 89K | $4.0M | ▼−0.7% Reduced · −632 sh | Q2 2026 | |
| 6 | Brookwood Investment Group LLC | 36K | $1.6M | ▼−5.0% Reduced · −2K sh | Q2 2026 | |
| 7 | Mason & Associates Inc | 25K | $1.1M | ▼−2.8% Reduced · −700 sh | Q2 2026 | |
| 8 | Wealth Alliance, LLC | 23K | $1.0M | —Held | Q2 2026 | |
| 9 | Lido Advisors, LLC | 23K | $1.0M | ▼−64% Reduced · −41K sh | Q2 2026 | |
| 10 | Sheets Smith Wealth Management | 22K | $987K | —Held | Q2 2026 | |
| 11 | Robertson Stephens Wealth Management, LLC | 21K | $960K | —Held | Q2 2026 | |
| 12 | Rockefeller Capital Management L.P. | 18K | $977K | —Held | Q1 2026 | |
| 13 | Cetera Investment Advisers | 18K | $975K | —Held | Q1 2026 | |
| 14 | Mariner, LLC | 17K | $930K | —Held | Q1 2026 | |
| 15 | LPL Financial LLC | 16K | $875K | ▼−0.1% Reduced · −25 sh | Q1 2026 | |
| 16 | Navis Wealth Advisors, LLC | 16K | $735K | —Held | Q2 2026 | |
| 17 | U.S. Capital Wealth Advisors, LLC | 16K | $845K | —Held | Q1 2026 | |
| 18 | Arax Advisory Partners | 16K | $720K | ▲New +16K sh | Q2 2026 | |
| 19 | Keystone Wealth Services, LLC | 16K | $705K | —Held | Q2 2026 | |
| 20 | B.O.S.S. Retirement Advisors, LLC | 15K | $677K | ▼−0.9% Reduced · −137 sh | Q2 2026 | |
| 21 | Hopwood Nicholas Hunter | 8K | $348K | —Held | Q2 2026 | |
| 22 | Mutual Advisors, LLC | 8K | $340K | —Held | Q2 2026 | |
| 23 | Tounjian Advisory Partners, LLC | 6K | $284K | ▲New +6K sh | Q2 2026 | |
| 24 | Lane Brothers & Co Inc | 6K | $280K | —Held | Q2 2026 | |
| 25 | Foundations Investment Advisors, LLC | 6K | $274K | ▼−24% Reduced · −2K 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, 3 funds opened a new position in OZ and 1 added to an existing one, while 6 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 |
|---|---|---|
| Microsoft CorpMSFT | 17 funds | $4.2B |
| Nvidia CorpNVDA | 17 funds | $2.6B |
| Alphabet Inc-CL CGOOG | 17 funds | $2.2B |
| Apple IncAAPL | 17 funds | $2.2B |
| Amazon.com IncAMZN | 17 funds | $2.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 17 funds | $1.7B |
| Meta Platforms Inc-Class AMETA | 17 funds | $730.5M |
| Invesco QQQ Trust Series 1QQQ | 17 funds | $637.2M |
| Tesla IncTSLA | 17 funds | $177.3M |
| Vanguard S&P 500 ETFVOO | 16 funds | $2.4B |
| Vanguard Growth ETFVUG | 16 funds | $1.2B |
| Alphabet Inc-CL AGOOGL | 16 funds | $1.0B |
Ranked by how many of OZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OZ.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
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 | 2 | 13 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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.
No filings captured for this ticker in the live stream yet.
Connected entities for OZ
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.