2 tracked 13F filers disclose a position in PZIEX as of the latest SEC 13F filings, a combined $27.9M 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 | FIRST MERCHANTS CORP | $27.9M | 1.7M | ▲+7.6% Added · +120K sh | Q2 2026 | |
| 2 | Vermillion 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.
Last quarter, 0 funds opened a new position in PZIEX and 1 added to an existing one, while 0 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 |
|---|---|---|
| VANGUARD 500 INDEX-ADMVFIAX | 1 funds | $128.0M |
| FEDERATED SHRT-INTRM TTL-R6SRBRX | 1 funds | $97.9M |
| FED HERM TTL RTRN BND-R6FTRLX | 1 funds | $95.5M |
| VANGUARD SHORT-TERM BOND ETFBSV | 1 funds | $69.3M |
| VANGUARD MID CAP INDEX-ADMVIMAX | 1 funds | $62.9M |
| ALPHABET INC-CL AGOOGL | 1 funds | $52.4M |
| SCHWAB FNDMNL INTL LRG COMPSFNNX | 1 funds | $51.6M |
| APPLE INCAAPL | 1 funds | $51.0M |
| ELI LILLY & COLLY | 1 funds | $46.2M |
| BROADCOM INCAVGO | 1 funds | $42.7M |
| VANGUARD EQUITY INCOME-ADMVEIRX | 1 funds | $37.8M |
Ranked by how many of PZIEX's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| KATmc | 40 funds | $481.9M |
| GKATSCHARF GLOBAL | 7 funds | $134.1M |
| LCLGLOGAN CAP BRD IN | 3 funds | $66.9M |
| PZIEXthis pageMutual Funds | 2 funds | $27.9M |
| 00770X253VOX POPULI ETF | 1 funds | $684K |
| 00770X196PZEN INTL VA ETF | 1 funds | $436K |
| 00770X188PZEN U.S CAP ETF | 1 funds | $409K |
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 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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PZIEX/capital-change-brief"
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.