20 tracked 13F filers disclose a position in PEZ as of the latest SEC 13F filings, a combined $9.0M 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 | BANK OF AMERICA CORP /DE/ | $2.5M | 26K | ▲+3.2% Added · +807 sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $1.4M | 15K | ▼−13% Reduced · −2K sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | $992K | 10K | ▲+3.2% Added · +323 sh | Q1 2026 | |
| 4 | Farther Finance Advisors, LLC | $902K | 9K | —Held | Q1 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $622K | 6K | ▼−2.8% Reduced · −185 sh | Q1 2026 | |
| 6 | LPL Financial LLC | $605K | 6K | ▼−39% Reduced · −4K sh | Q1 2026 | |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $531K | 6K | ▼−36% Reduced · −3K sh | Q1 2026 | |
| 8 | Trueblood Wealth Management, LLC | $457K | 4K | ▼−0.1% Reduced · −3 sh | Q2 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $349K | 4K | ▲+54% Added · +1K sh | Q1 2026 | |
| 10 | FIFTH THIRD BANCORP | $241K | 3K | ▲New +3K sh | Q1 2026 | |
| 11 | Register Financial Advisors LLC | $115K | 1K | —Held | Q2 2026 | |
| 12 | HARBOUR INVESTMENTS, INC. | $81K | 842 | ▼−35% Reduced · −450 sh | Q1 2026 | |
| 13 | UBS Group AG | $73K | 762 | ▲+37% Added · +206 sh | Q1 2026 | |
| 14 | Transamerica Financial Advisors, LLC | $29K | 298 | ▼−68% Reduced · −627 sh | Q1 2026 | |
| 15 | Institute for Wealth Management, LLC. | $23K | 220 | ▲New +220 sh | Q2 2026 | |
| 16 | CENTRAL TRUST Co | $20K | 208 | —Held | Q1 2026 | |
| 17 | JONES FINANCIAL COMPANIES LLLP | $10K | 105 | —Held | Q1 2026 | |
| 18 | WELLS FARGO & COMPANY/MN | $10K | 100 | —Held | Q1 2026 | |
| 19 | IFP Advisors, Inc | $8K | 80 | —Held | Q2 2026 | |
| 20 | BLAIR WILLIAM & CO/IL | $3K | 31 | —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, 0 funds opened a new position in PEZ, while 1 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 |
|---|---|---|
| APPLE INCAAPL | 4 funds | $1.7B |
| MICROSOFT CORPMSFT | 4 funds | $1.4B |
| AMAZON.COM INCAMZN | 4 funds | $1.4B |
| NVIDIA CORPNVDA | 4 funds | $1.1B |
| ALPHABET INC-CL CGOOG | 4 funds | $958.9M |
| ALPHABET INC-CL AGOOGL | 4 funds | $785.4M |
| JPMORGAN CHASE & COJPM | 4 funds | $729.9M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 4 funds | $626.5M |
| GE VERNOVA INCGEV | 4 funds | $588.4M |
| VISA INC-CLASS A SHARESV | 4 funds | $581.9M |
| COSTCO WHOLESALE CORPCOST | 4 funds | $563.6M |
| META PLATFORMS INC-CLASS AMETA | 4 funds | $543.5M |
Ranked by how many of PEZ's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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.