PZIEX

Pzena Emerg MKTS Val-InstETF$17.20 0.41%
UnclassifiedUSCUSIP 00770X675· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
2
+0 QoQ
13F Value (tracked)
$27.9M
13F Moves · latest Q
1 added
0 trimmed
Recent Filings
0

Price & smart-money activity

$17.20 0.41%5Y +42.1%
$8.87$11.37$13.88$16.38$18.8820212022202320242025202632
Hover for who · click for detailEnd-of-day closing prices52w $13.96 – $18.38

Top institutional holders

2 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1FIRST MERCHANTS CORP
$27.9M
1.7M
+7.6%
Added · +120K sh
Q2 2026
2Vermillion Wealth Management, Inc.
$2K
99
Added
Added · +99 sh
Q2 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.

Fund activity: latest quarter

Opened (NEW)
0
funds
Added
1
funds
Reduced
0
funds
Exited
0
funds

Funds that own PZIEX also own

CompanyCo-held byCombined value
VANGUARD 500 INDEX-ADMVFIAX1 funds$128.0M
FEDERATED SHRT-INTRM TTL-R6SRBRX1 funds$97.9M
FED HERM TTL RTRN BND-R6FTRLX1 funds$95.5M
VANGUARD SHORT-TERM BOND ETFBSV1 funds$69.3M
VANGUARD MID CAP INDEX-ADMVIMAX1 funds$62.9M
ALPHABET INC-CL AGOOGL1 funds$52.4M
SCHWAB FNDMNL INTL LRG COMPSFNNX1 funds$51.6M
APPLE INCAAPL1 funds$51.0M
ELI LILLY & COLLY1 funds$46.2M
BROADCOM INCAVGO1 funds$42.7M
VANGUARD EQUITY INCOME-ADMVEIRX1 funds$37.8M

Ranked by how many of PZIEX's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

1 funds+0 since Q3 2024
023Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $25.2M

Share classes

Class13F holdersValue held
KATmc37 funds$474.4M
GKATSCHARF GLOBAL6 funds$133.8M
LCLGLOGAN CAP BRD IN2 funds$66.7M
PZIEXthis pageMutual Funds2 funds$27.9M
00770X253VOX POPULI ETF1 funds$684K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in PZIEX

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/PZIEX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for PZIEX.
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 PZIEX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.