27 tracked 13F filers disclose a position in PYZ as of the latest SEC 13F filings, a combined $33.4M 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 | Transamerica Financial Advisors, LLC | $13.2M | 110K | ▼−7.2% Reduced · −9K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $4.4M | 37K | ▲+113% Added · +19K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $2.7M | 22K | ▲+23% Added · +4K sh | Q1 2026 | |
| 4 | NewEdge Advisors, LLC | $2.6M | 22K | ▲22× Added · +21K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 16K | ▲+89% Added · +7K sh | Q1 2026 | |
| 6 | MAI Capital Management | $1.2M | 10K | —Held | Q1 2026 | |
| 7 | AlphaCore Capital LLC | $1.0M | 8K | ▲+74% Added · +4K sh | Q1 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $936K | 8K | ▼−32% Reduced · −4K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $733K | 6K | ▲+99% Added · +3K sh | Q1 2026 | |
| 10 | Maltin Wealth Management, Inc. | $697K | 6K | ▲+1.9% Added · +106 sh | Q2 2026 | |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $590K | 5K | ▲New +5K sh | Q1 2026 | |
| 12 | Tower Research Capital LLC (TRC) | $566K | 5K | ▲New +5K sh | Q1 2026 | |
| 13 | Advisory Services Network, LLC | $501K | 4K | ▲+5.2% Added · +207 sh | Q1 2026 | |
| 14 | Farther Finance Advisors, LLC | $411K | 3K | —Held | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $341K | 3K | ▼−3.9% Reduced · −114 sh | Q1 2026 | |
| 16 | Octavia Wealth Advisors, LLC | $333K | 3K | ▼−1.1% Reduced · −29 sh | Q2 2026 | |
| 17 | Arax Advisory Partners | $316K | 3K | ▼−4.9% Reduced · −135 sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $267K | 2K | ▼−16% Reduced · −437 sh | Q1 2026 | |
| 19 | Cetera Investment Advisers | $232K | 2K | ▲+2.2% Added · +41 sh | Q1 2026 | |
| 20 | Mason Investment Advisory Services, Inc. | $231K | 2K | ▲+0.1% Added · +2 sh | Q1 2026 | |
| 21 | JONES FINANCIAL COMPANIES LLLP | $123K | 1K | ▲+115% Added · +573 sh | Q1 2026 | |
| 22 | AE Wealth Management LLC | $92K | 768 | ▲New +768 sh | Q1 2026 | |
| 23 | UBS Group AG | $71K | 596 | ▼−15% Reduced · −106 sh | Q1 2026 | |
| 24 | FMR LLC | $21K | 179 | ▲+9.8% Added · +16 sh | Q1 2026 | |
| 25 | Allworth Financial LP | $10K | 82 | —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, 1 fund opened a new position in PYZ and 4 added to an existing one, 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 | 7 funds | $2.7B |
| ISHARES CORE S&P 500 ETFIVV | 7 funds | $2.5B |
| NVIDIA CORPNVDA | 7 funds | $1.8B |
| MICROSOFT CORPMSFT | 7 funds | $1.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 7 funds | $1.6B |
| AMAZON.COM INCAMZN | 7 funds | $1.2B |
| ALPHABET INC-CL AGOOGL | 7 funds | $950.7M |
| INVESCO QQQ TRUST SERIES 1QQQ | 7 funds | $947.4M |
| VANGUARD S&P 500 ETFVOO | 7 funds | $912.1M |
| JPMORGAN CHASE & COJPM | 7 funds | $830.4M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 7 funds | $773.3M |
| BROADCOM INCAVGO | 7 funds | $738.2M |
Ranked by how many of PYZ'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/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.