108 tracked 13F filers disclose a position in PIZ as of the latest SEC 13F filings, a combined $514.2M 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 | WELLS FARGO & COMPANY/MN | $111.2M | 2.2M | ▲+12% Added · +243K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $53.8M | 1.1M | ▲+13% Added · +123K sh | Q1 2026 | |
| 3 | AFFINITY WEALTH MANAGEMENT LLC | $47.5M | 850K | ▲+0.6% Added · +5K sh | Q2 2026 | |
| 4 | LPL Financial LLC | $33.5M | 676K | ▲+9.0% Added · +56K sh | Q1 2026 | |
| 5 | ROYAL BANK OF CANADA | $30.3M | 613K | ▲+6.1% Added · +35K sh | Q1 2026 | |
| 6 | UBS Group AG | $24.1M | 487K | ▲+65% Added · +192K sh | Q1 2026 | |
| 7 | Axiom Financial Strategies, LLC | $22.8M | 408K | ▲+2.0% Added · +8K sh | Q2 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $19.2M | 387K | ▲+46% Added · +122K sh | Q1 2026 | |
| 9 | Systelligence, LLC | $18.8M | 336K | ▲+0.1% Added · +483 sh | Q2 2026 | |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $17.0M | 314K | ▼−1.0% Reduced · −3K sh | Q2 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $14.0M | 283K | ▲+36% Added · +74K sh | Q1 2026 | |
| 12 | NewSquare Capital LLC | $10.3M | 184K | ▼−1.9% Reduced · −4K sh | Q2 2026 | |
| 13 | CREATIVE FINANCIAL DESIGNS INC /ADV | $8.4M | 150K | ▼−56% Reduced · −193K sh | Q2 2026 | |
| 14 | Cetera Investment Advisers | $7.2M | 146K | ▲+96% Added · +72K sh | Q1 2026 | |
| 15 | MML INVESTORS SERVICES, LLC | $4.8M | 87K | ▲+50% Added · +29K sh | Q2 2026 | |
| 16 | JANE STREET GROUP, LLC | $4.2M | 85K | ▲14× Added · +79K sh | Q1 2026 | |
| 17 | REDSTONE WEALTH MANAGEMENT, LLC | $4.7M | 85K | ▲+31% Added · +20K sh | Q2 2026 | |
| 18 | Prospera Financial Services Inc | $4.5M | 81K | ▼−12% Reduced · −11K sh | Q2 2026 | |
| 19 | JONES FINANCIAL COMPANIES LLLP | $3.7M | 77K | ▲+70% Added · +32K sh | Q1 2026 | |
| 20 | Equitable Holdings, Inc. | $3.8M | 69K | ▲+20% Added · +11K sh | Q2 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 66K | ▲+5.4% Added · +3K sh | Q1 2026 | |
| 22 | Wagner Wealth Management, Corp | $3.5M | 63K | ▲+2.1% Added · +1K sh | Q2 2026 | |
| 23 | STIFEL FINANCIAL CORP | $3.0M | 61K | ▼−3.8% Reduced · −2K sh | Q1 2026 | |
| 24 | TRUIST FINANCIAL CORP | $2.7M | 54K | ▲New +54K sh | Q1 2026 | |
| 25 | Genesee Capital Advisors, LLC | $3.0M | 54K | ▲+56% Added · +19K 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 PIZ and 19 added to an existing one, while 14 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 | 44 funds | $11.1B |
| MICROSOFT CORPMSFT | 44 funds | $6.4B |
| AMAZON.COM INCAMZN | 44 funds | $6.1B |
| NVIDIA CORPNVDA | 43 funds | $11.9B |
| ALPHABET INC-CL AGOOGL | 43 funds | $4.7B |
| BROADCOM INCAVGO | 43 funds | $4.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 43 funds | $2.5B |
| JPMORGAN CHASE & COJPM | 42 funds | $3.7B |
| META PLATFORMS INC-CLASS AMETA | 42 funds | $3.5B |
| ALPHABET INC-CL CGOOG | 41 funds | $4.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 41 funds | $3.8B |
| ADVANCED MICRO DEVICESAMD | 41 funds | $1.1B |
Ranked by how many of PIZ's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for PIZ
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/PIZ/capital-change-brief"
Use Arkolith's capital_change_brief for PIZ. 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 PIZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.