Among active 13F managers last quarter, none opened or added and 1 reduced; the largest holder to move was Harbour Investments, Inc. (−35%).
23 tracked 13F filers disclose a position in PEZ as of the latest SEC 13F filings, a combined $9.3M 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 | Bank Of America Corp | 26K | $2.5M | ▲+3.2% Added · +807 sh | Q1 2026 | |
| 2 | Morgan Stanley | 15K | $1.4M | ▼−13% Reduced · −2K sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | 10K | $992K | ▲+3.2% Added · +323 sh | Q1 2026 | |
| 4 | Farther Finance Advisors, LLC | 9K | $902K | —Held | Q1 2026 | |
| 5 | Osaic Holdings, Inc. | 6K | $622K | ▼−2.8% Reduced · −185 sh | Q1 2026 | |
| 6 | LPL Financial LLC | 6K | $605K | ▼−39% Reduced · −4K sh | Q1 2026 | |
| 7 | Susquehanna International Group, LLP | 6K | $531K | ▼−36% Reduced · −3K sh | Q1 2026 | |
| 8 | Trueblood Wealth Management, LLC | 4K | $457K | ▼−0.1% Reduced · −3 sh | Q2 2026 | |
| 9 | Goldman Sachs Group Inc | 4K | $349K | ▲+54% Added · +1K sh | Q1 2026 | |
| 10 | Genesee Capital Advisors, LLC | 3K | $282K | —Held | Q2 2026 | |
| 11 | Fifth Third Bancorp | 3K | $241K | ▲New +3K sh | Q1 2026 | |
| 12 | Register Financial Advisors LLC | 1K | $115K | —Held | Q2 2026 | |
| 13 | Harbour Investments, Inc. | 842 | $81K | ▼−35% Reduced · −450 sh | Q1 2026 | |
| 14 | UBS Group AG | 762 | $73K | ▲+37% Added · +206 sh | Q1 2026 | |
| 15 | Bellevue Asset Management, LLC | 369 | $38K | —Held | Q2 2026 | |
| 16 | Transamerica Financial Advisors, LLC | 281 | $29K | ▼−5.7% Reduced · −17 sh | Q2 2026 | |
| 17 | Institute for Wealth Management, LLC. | 220 | $23K | ▲New +220 sh | Q2 2026 | |
| 18 | Central Trust Co | 208 | $20K | —Held | Q1 2026 | |
| 19 | Jones Financial Companies LLLP | 105 | $10K | —Held | Q1 2026 | |
| 20 | Wells Fargo & Company | 100 | $10K | —Held | Q1 2026 | |
| 21 | MTM Investment Management, LLC | 82 | $8K | —Held | Q2 2026 | |
| 22 | IFP Advisors, Inc | 80 | $8K | —Held | Q2 2026 | |
| 23 | Blair William & Co | 31 | $3K | —Held | 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, no active manager opened or added to a position in PEZ, while 1 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 |
|---|---|---|
| Apple IncAAPL | 6 funds | $560.7M |
| Nvidia CorpNVDA | 6 funds | $423.4M |
| Invesco QQQ Trust Series 1QQQ | 6 funds | $349.0M |
| Microsoft CorpMSFT | 6 funds | $288.1M |
| Amazon.com IncAMZN | 6 funds | $231.9M |
| SS SPDR S&P 500 ETF Trust-USSPY | 6 funds | $206.8M |
| Alphabet Inc-CL AGOOGL | 6 funds | $173.0M |
| Schwab US DVD Equity ETFSCHD | 6 funds | $125.7M |
| Broadcom IncAVGO | 6 funds | $112.5M |
| Berkshire Hathaway Inc-CL BBRK/B | 6 funds | $108.0M |
| Eli Lilly & CoLLY | 6 funds | $101.8M |
| First Trust Rising DividendRDVY | 6 funds | $98.4M |
Ranked by how many of PEZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PEZ.
| Class | 13F holders | Value held |
|---|---|---|
| RSPmc | 2089 funds | $54.3B |
| SPHQmc | 760 funds | $11.6B |
| PRFmc | 543 funds | $5.0B |
| XLGmc | 536 funds | $4.3B |
| PPAmc | 530 funds | $4.1B |
| RSPTcs | 459 funds | $2.1B |
| XMMOmc | 446 funds | $4.1B |
| XMHQmc | 395 funds | $3.3B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for PEZ
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/PEZ/capital-change-brief"
Use Arkolith's capital_change_brief for PEZ. 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 PEZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.