Among active 13F managers last quarter, 3 opened and 1 added, while none reduced or exited; the largest holder to move was Swan Global Investments, LLC (+3.9%).
10 tracked 13F filers disclose a position in SCLZ as of the latest SEC 13F filings, a combined $10.3M 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 | CWM, LLC | 76K | $3.9M | ▲+13% Added · +9K sh | Q1 2026 | |
| 2 | Ethos Financial Group, LLC | 26K | $1.4M | ▲New +26K sh | Q2 2026 | |
| 3 | Swan Global Investments, LLC | 25K | $1.4M | ▲+3.9% Added · +951 sh | Q2 2026 | |
| 4 | Camarda Financial Advisors, LLC | 24K | $1.4M | ▲+6.3% Added · +1K sh | Q2 2026 | |
| 5 | Jane Street Group, LLC | 21K | $1.1M | ▲+29% Added · +5K sh | Q1 2026 | |
| 6 | Taylor Securities Services, Inc. | 10K | $538K | ▲New +10K sh | Q2 2026 | |
| 7 | Kestra Advisory Services, LLC | 6K | $309K | ▲+1.2% Added · +68 sh | Q2 2026 | |
| 8 | Morgan Stanley | 2K | $124K | —Held | Q1 2026 | |
| 9 | Osaic Holdings, Inc. | 2K | $88K | ▲17× Added · +2K sh | Q1 2026 | |
| 10 | Ameritas Advisory Services, LLC | 196 | $11K | ▲New +196 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, 3 funds opened a new position in SCLZ and 1 added to an existing one, while none reduced or exited. 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 |
|---|---|---|
| SS SPDR S&P 500 ETF Trust-USSPY | 4 funds | $935.7M |
| Ishares Core S&P 500 ETFIVV | 4 funds | $506.8M |
| Apple IncAAPL | 4 funds | $191.6M |
| Nvidia CorpNVDA | 4 funds | $88.7M |
| Microsoft CorpMSFT | 4 funds | $61.0M |
| Amazon.com IncAMZN | 4 funds | $45.9M |
| SPDR Gold SharesGLD | 4 funds | $39.0M |
| Alphabet Inc-CL CGOOG | 4 funds | $35.7M |
| Tesla IncTSLA | 4 funds | $33.4M |
| Caterpillar IncCAT | 4 funds | $30.7M |
| Alphabet Inc-CL AGOOGL | 4 funds | $28.6M |
| Advanced Micro DevicesAMD | 4 funds | $26.2M |
Ranked by how many of SCLZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SCLZ.
| Class | 13F holders | Value held |
|---|---|---|
| QQHmc | 52 funds | $634.6M |
| CPAImc | 48 funds | $245.8M |
| LGHmc | 43 funds | $459.4M |
| HYTRFUND | 21 funds | $227.3M |
| SCLZthis pageSWAN ENHAN DIVID | 10 funds | $10.3M |
| 66538R524PLANROCK ALT GRO | 1 funds | $259K |
| TMNIXBOND FUNDS | 1 funds | $65 |
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.