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/REZ/capital-change-brief"
Use Arkolith's capital_change_brief for REZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $41.1M | 494K | ▼−3.0% Reduced · −15K sh | Q1 2026 | |
| 2 | Franklin, Parlapiano, Turner & Welch, LLC | $45.2M | 478K | ▼−0.1% Reduced · −490 sh | Q2 2026 | |
| 3 | EVERGREEN CAPITAL MANAGEMENT LLC | $22.2M | 267K | ▲+16% Added · +37K sh | Q1 2026 | |
| 4 | VAN ECK ASSOCIATES CORP | Withheld | 240K | ▲+72% Added · +101K sh | Q1 2026 | |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $18.9M | 227K | ▲+4.6% Added · +10K sh | Q1 2026 | |
| 6 | Aprio Wealth Management, LLC | $17.2M | 207K | ▲+11% Added · +21K sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $13.3M | 160K | ▲+0.7% Added · +1K sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $12.0M | 144K | ▼−10% Reduced · −16K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $11.9M | 143K | ▼−1.4% Reduced · −2K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $10.7M | 129K | ▲+9.6% Added · +11K sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $8.1M | 97K | ▲+6.5% Added · +6K sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $6.1M | 73K | ▲+93% Added · +35K sh | Q1 2026 | |
| 13 | TWO SIGMA INVESTMENTS, LP | $6.0M | 73K | ▼−10% Reduced · −8K sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $5.5M | 66K | ▼−39% Reduced · −42K sh | Q1 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $5.2M | 62K | ▲+33% Added · +15K sh | Q1 2026 | |
| 16 | JPMORGAN CHASE & CO | $4.6M | 55K | ▲+125% Added · +31K sh | Q1 2026 | |
| 17 | Cetera Investment Advisers | $3.9M | 47K | ▲+3.0% Added · +1K sh | Q1 2026 | |
| 18 | MML INVESTORS SERVICES, LLC | $3.9M | 46K | ▼−25% Reduced · −15K sh | Q1 2026 | |
| 19 | GAMCO INVESTORS, INC. ET AL | $3.5M | 42K | ▼−7.3% Reduced · −3K sh | Q1 2026 | |
| 20 | Winter & Associates, Inc. | $3.8M | 40K | ▲+81% Added · +18K sh | Q2 2026 | |
| 21 | Mariner, LLC | $3.2M | 38K | ▼−2.4% Reduced · −953 sh | Q1 2026 | |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.1M | 38K | ▲+368% Added · +30K sh | Q1 2026 | |
| 23 | Summit Financial, LLC | $3.0M | 36K | ▲+736% Added · +32K sh | Q1 2026 | |
| 24 | Procyon Advisors, LLC | $3.1M | 33K | ▼−4.9% Reduced · −2K sh | Q2 2026 | |
| 25 | UBS Group AG | $2.5M | 30K | ▲+2.9% Added · +867 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 |
|---|---|---|
| APPLE INCAAPL | 38 funds | $12.4B |
| MICROSOFT CORPMSFT | 38 funds | $9.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 38 funds | $6.3B |
| VANGUARD S&P 500 ETFVOO | 38 funds | $6.1B |
| BROADCOM INCAVGO | 38 funds | $5.0B |
| META PLATFORMS INC-CLASS AMETA | 38 funds | $4.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 38 funds | $3.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 38 funds | $2.4B |
| VISA INC-CLASS A SHARESV | 38 funds | $2.2B |
| TESLA INCTSLA | 38 funds | $2.1B |
| NETFLIX INCNFLX | 38 funds | $1.1B |
| ISHARES RUSSELL 2000 ETFIWM | 38 funds | $944.8M |
Ranked by how many of REZ'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 REZ. 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.