121 tracked 13F filers disclose a position in PWZ as of the latest SEC 13F filings, a combined $827.8M 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 | Wealthfront Advisers LLC | $428.5M | 17.5M | ▲+0.4% Added · +72K sh | Q2 2026 | |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $70.2M | 2.9M | ▲+5.2% Added · +144K sh | Q1 2026 | |
| 3 | Gerber Kawasaki Wealth & Investment Management | $51.3M | 2.1M | ▲+9.4% Added · +180K sh | Q2 2026 | |
| 4 | Composition Wealth, LLC | $30.5M | 1.2M | ▲+0.5% Added · +6K sh | Q2 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 | $19.3M | 789K | ▲+4.9% Added · +37K sh | Q2 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 | Shared Vision Wealth Group LLC | $7.6M | 311K | ▲+780% Added · +276K sh | Q2 2026 | |
| 13 | Pure Financial Advisors, LLC | $7.0M | 285K | ▲+4.9% Added · +13K sh | Q2 2026 | |
| 14 | Robertson Stephens Wealth Management, LLC | $5.8M | 238K | ▲+20% Added · +39K sh | Q2 2026 | |
| 15 | WELLS FARGO & COMPANY/MN | $5.6M | 234K | ▲+6.8% Added · +15K sh | Q1 2026 | |
| 16 | JPMORGAN CHASE & CO | $5.2M | 220K | ▼−4.1% Reduced · −9K sh | Q1 2026 | |
| 17 | Integrated Wealth Concepts LLC | $4.3M | 175K | ▲+76% Added · +76K sh | Q2 2026 | |
| 18 | Chatterton & Associates Inc. | $3.5M | 145K | ▲+9.4% Added · +12K sh | Q2 2026 | |
| 19 | Elmwood Wealth Management, Inc. | $3.5M | 141K | ▼−0.6% Reduced · −835 sh | Q2 2026 | |
| 20 | Mariner, LLC | $3.4M | 141K | ▼−14% Reduced · −23K sh | Q1 2026 | |
| 21 | HighTower Advisors, LLC | $3.0M | 124K | ▲+52% Added · +42K sh | Q1 2026 | |
| 22 | Affinity Capital Advisors, LLC | $3.0M | 123K | ▲+196% Added · +82K sh | Q2 2026 | |
| 23 | KEYBANK NATIONAL ASSOCIATION/OH | $2.9M | 123K | ▲+15% Added · +16K sh | Q1 2026 | |
| 24 | JONES FINANCIAL COMPANIES LLLP | $2.9M | 120K | ▲+56% Added · +43K 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.
Last quarter, 1 fund opened a new position in PWZ and 18 added to an existing one, while 11 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 |
|---|---|---|
| NVIDIA CORPNVDA | 53 funds | $23.5B |
| APPLE INCAAPL | 52 funds | $23.2B |
| MICROSOFT CORPMSFT | 52 funds | $14.4B |
| AMAZON.COM INCAMZN | 52 funds | $10.7B |
| ALPHABET INC-CL CGOOG | 52 funds | $3.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 52 funds | $3.0B |
| ALPHABET INC-CL AGOOGL | 51 funds | $14.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 51 funds | $3.0B |
| TESLA INCTSLA | 50 funds | $1.6B |
| ISHARES CORE S&P 500 ETFIVV | 49 funds | $4.4B |
| VANGUARD S&P 500 ETFVOO | 49 funds | $4.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 49 funds | $1.7B |
Ranked by how many of PWZ'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 PWZ
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.
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.