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.
| # | 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 | MORGAN STANLEY | $49.0M | 2.1M | ▲+12% Added · +234K sh | Q1 2026 | |
| 12 | SOFI WEALTH, LLC | $45.6M | 2.0M | ▲+313% Added · +1.5M sh | Q1 2026 | |
| 13 | EP Wealth Advisors, LLC | $41.5M | 1.8M | ▲+13% Added · +205K sh | Q1 2026 | |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $40.5M | 1.8M | ▼−6.2% Reduced · −117K sh | Q1 2026 | |
| 15 | WELLS FARGO & COMPANY/MN | $36.1M | 1.6M | ▲+13% Added · +175K sh | Q1 2026 | |
| 16 | Cetera Investment Advisers | $27.0M | 1.2M | ▲+67% Added · +472K sh | Q1 2026 | |
| 17 | STIFEL FINANCIAL CORP | $23.8M | 1.0M | ▲+17% Added · +150K sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $23.5M | 1.0M | ▲+160% Added · +628K sh | Q1 2026 | |
| 19 | Gerber Kawasaki Wealth & Investment Management | $16.9M | 735K | ▲+8.1% Added · +55K sh | Q1 2026 | |
| 20 | Sanctuary Advisors, LLC | $16.8M | 733K | ▲+45% Added · +226K sh | Q1 2026 | |
| 21 | Composition Wealth, LLC | $15.9M | 691K | ▼−50% Reduced · −704K sh | Q1 2026 | |
| 22 | RAYMOND JAMES FINANCIAL INC | $15.4M | 670K | ▲+11% Added · +65K sh | Q1 2026 | |
| 23 | JANE STREET GROUP, LLC | $14.8M | 643K | ▼−74% Reduced · −1.8M sh | Q1 2026 | |
| 24 | NewEdge Advisors, LLC | $14.3M | 624K | ▲13× Added · +576K sh | Q1 2026 | |
| 25 | ROYAL BANK OF CANADA | $12.4M | 540K | ▲+69% Added · +221K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 99 funds | $22.4B |
| JPMORGAN CHASE & COJPM | 99 funds | $9.3B |
| EXXON MOBIL CORPXOM | 99 funds | $5.5B |
| CHEVRON CORPCVX | 99 funds | $3.8B |
| PROCTER & GAMBLE CO/THEPG | 99 funds | $3.0B |
| CISCO SYSTEMS INCCSCO | 99 funds | $2.6B |
| WELLS FARGO & COWFC | 99 funds | $1.4B |
| APPLE INCAAPL | 98 funds | $27.1B |
| NVIDIA CORPNVDA | 98 funds | $24.8B |
| AMAZON.COM INCAMZN | 98 funds | $16.8B |
| ALPHABET INC-CL AGOOGL | 98 funds | $15.8B |
| BROADCOM INCAVGO | 98 funds | $11.1B |
Ranked by how many of PZA'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 PZA. 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.