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/PWZ/capital-change-brief"
Use Arkolith's capital_change_brief for PWZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Wealthfront Advisers LLC | $415.6M | 17.4M | ▼−5.5% Reduced · −1.0M sh | Q1 2026 | |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $70.2M | 2.9M | ▲+5.2% Added · +144K sh | Q1 2026 | |
| 3 | Gerber Kawasaki Wealth & Investment Management | $45.7M | 1.9M | ▲+9.3% Added · +163K sh | Q1 2026 | |
| 4 | Composition Wealth, LLC | $29.6M | 1.2M | ▲+3.6% Added · +43K sh | Q1 2026 | |
| 5 | SYON CAPITAL LLC | $28.8M | 1.2M | ▼−6.5% Reduced · −84K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $25.1M | 1.1M | ▲+10% Added · +97K sh | Q1 2026 | |
| 7 | GUGGENHEIM CAPITAL LLC | $20.5M | 857K | ▲+31% Added · +203K sh | Q1 2026 | |
| 8 | EP Wealth Advisors, LLC | $17.9M | 752K | ▲+1.9% Added · +14K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $15.1M | 634K | ▲+6.2% Added · +37K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $14.0M | 588K | ▲+7.2% Added · +40K sh | Q1 2026 | |
| 11 | FIRST FOUNDATION ADVISORS | $9.1M | 379K | ▲+15% Added · +50K sh | Q1 2026 | |
| 12 | Pure Financial Advisors, LLC | $6.5M | 272K | ▼−7.1% Reduced · −21K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $5.6M | 234K | ▲+6.8% Added · +15K sh | Q1 2026 | |
| 14 | JPMORGAN CHASE & CO | $5.2M | 220K | ▼−4.1% Reduced · −9K sh | Q1 2026 | |
| 15 | Robertson Stephens Wealth Management, LLC | $4.7M | 199K | ▲+280% Added · +147K sh | Q1 2026 | |
| 16 | Beacon Pointe Advisors, LLC | $3.7M | 155K | ▲New +155K sh | Q1 2026 | |
| 17 | Chatterton & Associates Inc. | $3.5M | 145K | ▲+9.4% Added · +12K sh | Q2 2026 | |
| 18 | Elmwood Wealth Management, Inc. | $3.5M | 141K | ▼−0.6% Reduced · −835 sh | Q2 2026 | |
| 19 | Mariner, LLC | $3.4M | 141K | ▼−14% Reduced · −23K sh | Q1 2026 | |
| 20 | HighTower Advisors, LLC | $3.0M | 124K | ▲+52% Added · +42K sh | Q1 2026 | |
| 21 | Affinity Capital Advisors, LLC | $3.0M | 123K | ▲+196% Added · +82K sh | Q2 2026 | |
| 22 | KEYBANK NATIONAL ASSOCIATION/OH | $2.9M | 123K | ▲+15% Added · +16K sh | Q1 2026 | |
| 23 | JONES FINANCIAL COMPANIES LLLP | $2.9M | 120K | ▲+56% Added · +43K sh | Q1 2026 | |
| 24 | Integrated Wealth Concepts LLC | $2.4M | 100K | ▲+164% Added · +62K sh | Q1 2026 | |
| 25 | FMR LLC | $2.2M | 93K | ▼−0.4% Reduced · −355 sh | 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 46 funds | $11.7B |
| NVIDIA CORPNVDA | 46 funds | $10.2B |
| MICROSOFT CORPMSFT | 46 funds | $8.3B |
| VANGUARD S&P 500 ETFVOO | 46 funds | $8.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 46 funds | $6.1B |
| AMAZON.COM INCAMZN | 46 funds | $5.9B |
| ALPHABET INC-CL AGOOGL | 46 funds | $5.8B |
| BROADCOM INCAVGO | 46 funds | $3.9B |
| META PLATFORMS INC-CLASS AMETA | 46 funds | $3.8B |
| JPMORGAN CHASE & COJPM | 46 funds | $3.5B |
| JOHNSON & JOHNSONJNJ | 46 funds | $3.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 46 funds | $2.4B |
Ranked by how many of PWZ's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PWZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.