45 tracked 13F filers disclose a position in PZT as of the latest SEC 13F filings, a combined $52.4M 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 | Hennion & Walsh Asset Management, Inc. | $8.0M | 354K | ▲+12% Added · +39K sh | Q2 2026 | |
| 2 | HighTower Advisors, LLC | $5.3M | 242K | ▼−26% Reduced · −87K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $4.2M | 191K | ▲+18% Added · +28K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $3.8M | 173K | ▲+4.3% Added · +7K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $3.8M | 170K | ▲+5.9% Added · +10K sh | Q1 2026 | |
| 6 | GUGGENHEIM CAPITAL LLC | $3.6M | 161K | ▼−1.9% Reduced · −3K sh | Q1 2026 | |
| 7 | Composition Wealth, LLC | $2.6M | 113K | ▲+8.1% Added · +8K sh | Q2 2026 | |
| 8 | JANE STREET GROUP, LLC | $1.9M | 86K | ▼−29% Reduced · −35K sh | Q1 2026 | |
| 9 | AMERICAN FINANCIAL & TAX STRATEGIES INC | $1.7M | 77K | —Held | Q2 2026 | |
| 10 | Note Advisors, LLC | $1.6M | 73K | ▲+6.5% Added · +4K sh | Q1 2026 | |
| 11 | Tortoise Investment Management, LLC | $1.6M | 71K | ▲+13% Added · +8K sh | Q2 2026 | |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 53K | ▲+25% Added · +11K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $1.1M | 50K | ▲+4.1% Added · +2K sh | Q1 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $1.0M | 47K | ▼−0.5% Reduced · −252 sh | Q1 2026 | |
| 15 | Stratos Wealth Partners, LTD. | $1.0M | 46K | ▲+8.4% Added · +4K sh | Q2 2026 | |
| 16 | SAX WEALTH ADVISORS, LLC | $954K | 43K | ▲+3.7% Added · +2K sh | Q2 2026 | |
| 17 | MML INVESTORS SERVICES, LLC | $853K | 38K | ▲+4.9% Added · +2K sh | Q2 2026 | |
| 18 | UBS Group AG | $756K | 34K | ▲+0.3% Added · +94 sh | Q1 2026 | |
| 19 | EP Wealth Advisors, LLC | $712K | 31K | ▼−56% Reduced · −39K sh | Q2 2026 | |
| 20 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $642K | 29K | ▲New +29K sh | Q1 2026 | |
| 21 | Arax Advisory Partners | $562K | 25K | ▲New +25K sh | Q2 2026 | |
| 22 | OLD MISSION CAPITAL LLC | $515K | 23K | ▲+129% Added · +13K sh | Q1 2026 | |
| 23 | Layline Advisors, LLC | $499K | 22K | ▲+0.8% Added · +166 sh | Q2 2026 | |
| 24 | Kestra Advisory Services, LLC | $410K | 18K | ▲+1.9% Added · +341 sh | Q2 2026 | |
| 25 | AMERIPRISE FINANCIAL INC | $317K | 14K | ▼−0.4% Reduced · −56 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, 2 funds opened a new position in PZT and 10 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 |
|---|---|---|
| NVIDIA CORPNVDA | 16 funds | $35.8B |
| APPLE INCAAPL | 15 funds | $27.9B |
| MICROSOFT CORPMSFT | 15 funds | $24.3B |
| AMAZON.COM INCAMZN | 15 funds | $15.9B |
| TESLA INCTSLA | 15 funds | $7.6B |
| ALPHABET INC-CL AGOOGL | 14 funds | $13.5B |
| ALPHABET INC-CL CGOOG | 14 funds | $9.1B |
| META PLATFORMS INC-CLASS AMETA | 14 funds | $7.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 14 funds | $4.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 14 funds | $1.1B |
| ISHARES CORE S&P 500 ETFIVV | 14 funds | $873.6M |
| BROADCOM INCAVGO | 13 funds | $12.5B |
Ranked by how many of PZT's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SPMOmc | 702 funds | $7.3B |
| SPLVmc | 685 funds | $4.0B |
| PGXmc | 378 funds | $2.0B |
| SPHDmc | 324 funds | $941.1M |
| KBWBmc | 298 funds | $4.0B |
| PZAmc | 293 funds | $3.6B |
| IDMOmc | 261 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 PZT
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/PZT/capital-change-brief"
Use Arkolith's capital_change_brief for PZT. 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 PZT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.