6 tracked 13F filers disclose a position in SCLZ as of the latest SEC 13F filings, a combined $6.8M 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 | CWM, LLC | $3.9M | 76K | ▲+13% Added · +9K sh | Q1 2026 | |
| 2 | Swan Global Investments, LLC | $1.3M | 24K | ▼−3.4% Reduced · −847 sh | Q1 2026 | |
| 3 | JANE STREET GROUP, LLC | $1.1M | 21K | ▲+29% Added · +5K sh | Q1 2026 | |
| 4 | Kestra Advisory Services, LLC | $309K | 6K | ▲+1.2% Added · +68 sh | Q2 2026 | |
| 5 | MORGAN STANLEY | $124K | 2K | —Held | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $88K | 2K | ▲17× Added · +2K 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, 0 funds opened a new position in SCLZ, 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 3 funds | $1.8B |
| APPLE INCAAPL | 3 funds | $1.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 3 funds | $1.4B |
| NVIDIA CORPNVDA | 3 funds | $1.1B |
| MICROSOFT CORPMSFT | 3 funds | $833.0M |
| AMAZON.COM INCAMZN | 3 funds | $677.0M |
| ALPHABET INC-CL AGOOGL | 3 funds | $483.4M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 3 funds | $423.1M |
| BROADCOM INCAVGO | 3 funds | $356.6M |
| JPMORGAN CHASE & COJPM | 3 funds | $330.6M |
| SPDR GOLD SHARESGLD | 3 funds | $326.7M |
| EXXON MOBIL CORPXOM | 3 funds | $308.0M |
Ranked by how many of SCLZ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| QQHmc | 47 funds | $619.4M |
| LGHmc | 40 funds | $468.4M |
| CPAImc | 40 funds | $198.9M |
| HYTRMF Closed and MF Open | 19 funds | $226.9M |
| SCLZthis pageSWAN ENHAN DIVID | 6 funds | $6.8M |
| 66538R524PLANROCK ALT GRO | 1 funds | $259K |
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 SCLZ
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/SCLZ/capital-change-brief"
Use Arkolith's capital_change_brief for SCLZ. 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 SCLZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.