292 tracked 13F filers disclose a position in PZA as of the latest SEC 13F filings, a combined $3.6B 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 | BANK OF AMERICA CORP /DE/ | $1.3B | 55.2M | ▲+5.7% Added · +3.0M sh | Q1 2026 | |
| 2 | UBS Group AG | $494.7M | 21.5M | ▲11× Added · +19.6M sh | Q1 2026 | |
| 3 | Richard Bernstein Advisors LLC | $209.2M | 9.1M | ▲+199% Added · +6.1M sh | Q1 2026 | |
| 4 | AMERIPRISE FINANCIAL INC | $166.7M | 7.3M | ▲+787% Added · +6.4M sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $111.3M | 4.8M | ▲+89% Added · +2.3M sh | Q1 2026 | |
| 6 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $100.8M | 4.3M | ▼−1.8% Reduced · −78K sh | Q2 2026 | |
| 7 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $94.8M | 4.1M | ▲+283% Added · +3.0M sh | Q1 2026 | |
| 8 | LPL Financial LLC | $73.1M | 3.2M | ▲+21% Added · +561K sh | Q1 2026 | |
| 9 | Bank of New York Mellon Corp | $63.0M | 2.7M | ▲+11% Added · +276K sh | Q1 2026 | |
| 10 | JPMORGAN CHASE & CO | $58.4M | 2.6M | ▲+258% Added · +1.8M sh | Q1 2026 | |
| 11 | EP Wealth Advisors, LLC | $55.2M | 2.3M | ▲+30% Added · +541K sh | Q2 2026 | |
| 12 | SOFI WEALTH, LLC | $50.8M | 2.2M | ▲+8.8% Added · +176K sh | Q2 2026 | |
| 13 | MORGAN STANLEY | $49.0M | 2.1M | ▲+12% Added · +234K sh | Q1 2026 | |
| 14 | Arax Advisory Partners | $42.7M | 1.8M | ▲1k× Added · +1.8M sh | Q2 2026 | |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $40.5M | 1.8M | ▼−6.2% Reduced · −117K sh | Q1 2026 | |
| 16 | Vestmark Advisory Solutions, Inc. | $41.4M | 1.8M | ▲+575% Added · +1.5M sh | Q2 2026 | |
| 17 | WELLS FARGO & COMPANY/MN | $36.1M | 1.6M | ▲+13% Added · +175K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $27.0M | 1.2M | ▲+67% Added · +472K sh | Q1 2026 | |
| 19 | STIFEL FINANCIAL CORP | $23.8M | 1.0M | ▲+17% Added · +150K sh | Q1 2026 | |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $23.5M | 1.0M | ▲+160% Added · +628K sh | Q1 2026 | |
| 21 | Sanctuary Advisors, LLC | $23.3M | 992K | ▲+35% Added · +259K sh | Q2 2026 | |
| 22 | Gerber Kawasaki Wealth & Investment Management | $19.0M | 808K | ▲+10% Added · +73K sh | Q2 2026 | |
| 23 | Composition Wealth, LLC | $18.5M | 786K | ▲+14% Added · +95K sh | Q2 2026 | |
| 24 | NewEdge Advisors, LLC | $17.0M | 724K | ▲+16% Added · +100K sh | Q2 2026 | |
| 25 | RAYMOND JAMES FINANCIAL INC | $15.4M | 670K | ▲+11% Added · +65K 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 PZA and 30 added to an existing one, while 9 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 | 156 funds | $67.6B |
| APPLE INCAAPL | 156 funds | $55.6B |
| MICROSOFT CORPMSFT | 156 funds | $47.7B |
| AMAZON.COM INCAMZN | 155 funds | $35.5B |
| ALPHABET INC-CL CGOOG | 155 funds | $19.4B |
| ALPHABET INC-CL AGOOGL | 152 funds | $30.6B |
| JPMORGAN CHASE & COJPM | 148 funds | $14.8B |
| META PLATFORMS INC-CLASS AMETA | 147 funds | $16.9B |
| TESLA INCTSLA | 147 funds | $13.0B |
| BROADCOM INCAVGO | 146 funds | $27.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 146 funds | $8.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 146 funds | $6.5B |
Ranked by how many of PZA's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SPMOmc | 699 funds | $7.3B |
| SPLVmc | 683 funds | $4.0B |
| PGXmc | 379 funds | $2.0B |
| SPHDmc | 324 funds | $940.9M |
| KBWBmc | 296 funds | $4.0B |
| PZAthis pagemc | 292 funds | $3.6B |
| IDMOmc | 259 funds | $2.2B |
| PXFmc | 237 funds | $1.7B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for PZA
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/PZA/capital-change-brief"
Use Arkolith's capital_change_brief for PZA. 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 PZA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.