Among active 13F managers last quarter, 5 opened and 15 added, while 3 reduced; the largest holder to move was GeoWealth Management, LLC (+55%).
45 tracked 13F filers disclose a position in QUIZ as of the latest SEC 13F filings, a combined $65.4M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | GeoWealth Management, LLC | 519K | $15.2M | ▲+55% Added · +184K sh | Q2 2026 | |
| 2 | Continental Investors Services, Inc. | 369K | $11.0M | ▲+43% Added · +111K sh | Q2 2026 | |
| 3 | TRUE Private Wealth Advisors | 158K | $4.6M | ▲+1.1% Added · +2K sh | Q2 2026 | |
| 4 | M1 Capital Management LLC | 110K | $3.2M | ▲+11% Added · +11K sh | Q2 2026 | |
| 5 | Arete Wealth Advisors, LLC | 109K | $3.2M | ▲+26% Added · +22K sh | Q2 2026 | |
| 6 | Strategic Blueprint, LLC | 100K | $2.9M | ▲+28% Added · +22K sh | Q2 2026 | |
| 7 | Balboa Wealth Partners | 98K | $2.9M | ▲+0.3% Added · +271 sh | Q2 2026 | |
| 8 | Advisory Services Network, LLC | 87K | $2.3M | ▼−4.4% Reduced · −4K sh | Q1 2026 | |
| 9 | Advyzon Investment Management, LLC | 77K | $2.3M | ▲+30% Added · +18K sh | Q2 2026 | |
| 10 | Axxcess Wealth Management, LLC | 58K | $1.7M | ▲Added Added · +58K sh | Q2 2026 | |
| 11 | Rothschild Wealth LLC | 56K | $1.6M | ▲+527% Added · +47K sh | Q2 2026 | |
| 12 | Alteri Wealth LLC | 50K | $1.4M | ▲+46% Added · +16K sh | Q2 2026 | |
| 13 | Paragon Private Wealth Management, LLC | 48K | $1.4M | ▲+2.3% Added · +1K sh | Q2 2026 | |
| 14 | EJMK Ventures LLC | 36K | $1.0M | ▲+27% Added · +8K sh | Q2 2026 | |
| 15 | Jane Street Group, LLC | 31K | $832K | ▲+85% Added · +14K sh | Q1 2026 | |
| 16 | Unique Wealth, LLC | 30K | $870K | ▲+34% Added · +8K sh | Q2 2026 | |
| 17 | Stirlingshire Investments, Inc. | 30K | $862K | ▲+11% Added · +3K sh | Q2 2026 | |
| 18 | PKS Advisory Services, LLC | 28K | $810K | ▲New +28K sh | Q2 2026 | |
| 19 | Faithward Advisors, LLC | 28K | $805K | ▲+28% Added · +6K sh | Q2 2026 | |
| 20 | Ignite Planners, LLC | 24K | $689K | ▲+2.5% Added · +576 sh | Q2 2026 | |
| 21 | Creative Planning | 21K | $568K | ▼−10% Reduced · −2K sh | Q1 2026 | |
| 22 | Carter Financial Group, INC. | 20K | $585K | ▲+8.3% Added · +2K sh | Q2 2026 | |
| 23 | Vantus Wealth LLC | 19K | $565K | ▲+95% Added · +9K sh | Q2 2026 | |
| 24 | Revisor Wealth Management LLC | 15K | $440K | ▲+38% Added · +4K sh | Q2 2026 | |
| 25 | Latitude Advisors, LLC | 13K | $365K | ▲+68% Added · +5K 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, 5 funds opened a new position in QUIZ and 15 added to an existing one, while 3 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 26 funds | $1.5B |
| Microsoft CorpMSFT | 26 funds | $837.1M |
| Alphabet Inc-CL AGOOGL | 26 funds | $640.4M |
| Broadcom IncAVGO | 26 funds | $476.0M |
| Alphabet Inc-CL CGOOG | 26 funds | $458.6M |
| Meta Platforms Inc-Class AMETA | 26 funds | $363.6M |
| Walmart IncWMT | 26 funds | $359.6M |
| Tesla IncTSLA | 26 funds | $284.7M |
| Abbvie IncABBV | 26 funds | $221.4M |
| Palantir Technologies Inc-APLTR | 26 funds | $182.5M |
| Zacks Earnings Consistent PoZECP | 26 funds | $135.3M |
| General ElectricGE | 26 funds | $122.1M |
Ranked by how many of QUIZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in QUIZ.
| Class | 13F holders | Value held |
|---|---|---|
| ZECPmc | 73 funds | $242.9M |
| SMIZmc | 68 funds | $207.7M |
| GROZmc | 47 funds | $77.7M |
| QUIZthis pagemc | 45 funds | $65.4M |
| ZINCINCOME ETF *A* | 1 funds | $1.6M |
| PRIZPREFERRED INCOME *A* | 1 funds | $649K |
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 QUIZ
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/QUIZ/capital-change-brief"
Use Arkolith's capital_change_brief for QUIZ. 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 QUIZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.