Among active 13F managers last quarter, 3 opened and 2 added, while 3 reduced; the largest holder to move was Citadel Advisors LLC (new position).
37 tracked 13F filers disclose a position in PYZ as of the latest SEC 13F filings, a combined $22.0M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 37K | $4.4M | ▲+113% Added · +19K sh | Q1 2026 | |
| 2 | NewEdge Advisors, LLC | 22K | $2.8M | ▲+1.5% Added · +333 sh | Q2 2026 | |
| 3 | Morgan Stanley | 22K | $2.7M | ▲+23% Added · +4K sh | Q1 2026 | |
| 4 | Envestnet Asset Management Inc | 16K | $1.9M | ▲+89% Added · +7K sh | Q1 2026 | |
| 5 | Citadel Advisors LLC | 9K | $1.1M | ▲New +9K sh | Q2 2026 | |
| 6 | Goldman Sachs Group Inc | 8K | $936K | ▼−32% Reduced · −4K sh | Q1 2026 | |
| 7 | MAI Capital Management | 8K | $972K | ▼−21% Reduced · −2K sh | Q2 2026 | |
| 8 | Raymond James Financial Inc | 6K | $733K | ▲+99% Added · +3K sh | Q1 2026 | |
| 9 | Maltin Wealth Management, Inc. | 6K | $697K | ▲+1.9% Added · +106 sh | Q2 2026 | |
| 10 | Susquehanna International Group, LLP | 5K | $590K | ▲New +5K sh | Q1 2026 | |
| 11 | Tower Research Capital LLC (TRC) | 5K | $566K | ▲New +5K sh | Q1 2026 | |
| 12 | Trueblood Wealth Management, LLC | 5K | $575K | ▲+1.6% Added · +74 sh | Q2 2026 | |
| 13 | Advisory Services Network, LLC | 4K | $501K | ▲+5.2% Added · +207 sh | Q1 2026 | |
| 14 | Pacific Sun Financial Corp | 4K | $445K | ▼−0.6% Reduced · −20 sh | Q2 2026 | |
| 15 | Farther Finance Advisors, LLC | 3K | $411K | —Held | Q1 2026 | |
| 16 | Osaic Holdings, Inc. | 3K | $341K | ▼−3.9% Reduced · −114 sh | Q1 2026 | |
| 17 | Octavia Wealth Advisors, LLC | 3K | $333K | ▼−1.1% Reduced · −29 sh | Q2 2026 | |
| 18 | Arax Advisory Partners | 3K | $317K | ▼−4.5% Reduced · −118 sh | Q2 2026 | |
| 19 | Genesee Capital Advisors, LLC | 2K | $303K | —Held | Q2 2026 | |
| 20 | Commonwealth Equity Services, LLC | 2K | $267K | ▼−16% Reduced · −437 sh | Q1 2026 | |
| 21 | Cetera Investment Advisers | 2K | $232K | ▲+2.2% Added · +41 sh | Q1 2026 | |
| 22 | Mason Investment Advisory Services, Inc. | 2K | $231K | ▲+0.1% Added · +2 sh | Q1 2026 | |
| 23 | Jones Financial Companies LLLP | 1K | $123K | ▲+115% Added · +573 sh | Q1 2026 | |
| 24 | PDS Planning, Inc | 983 | $124K | —Held | Q2 2026 | |
| 25 | AE Wealth Management LLC | 768 | $92K | ▲New +768 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, 3 funds opened a new position in PYZ and 2 added to an existing one, while 3 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 | 13 funds | $3.2B |
| Amazon.com IncAMZN | 13 funds | $3.0B |
| Microsoft CorpMSFT | 13 funds | $2.0B |
| Alphabet Inc-CL AGOOGL | 13 funds | $1.4B |
| Eli Lilly & CoLLY | 13 funds | $1.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 13 funds | $998.9M |
| Berkshire Hathaway Inc-CL BBRK/B | 13 funds | $738.9M |
| Chevron CorpCVX | 13 funds | $730.4M |
| Nvidia CorpNVDA | 12 funds | $3.2B |
| Alphabet Inc-CL CGOOG | 12 funds | $1.2B |
| Abbvie IncABBV | 12 funds | $925.4M |
| Meta Platforms Inc-Class AMETA | 12 funds | $830.6M |
Ranked by how many of PYZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PYZ.
No filings captured for this ticker in the live stream yet.
Connected entities for PYZ
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/PYZ/capital-change-brief"
Use Arkolith's capital_change_brief for PYZ. 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 PYZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.