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/SCZ/capital-change-brief"
Use Arkolith's capital_change_brief for SCZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | $3.8B | 49.4M | ▲+41% Added · +14.3M sh | Q1 2026 | |
| 2 | TIAA Wealth Investment Management LLC | $721.3M | 9.5M | ▲New +9.5M sh | Q1 2026 | |
| 3 | FMR LLC | $366.5M | 4.7M | ▲+72% Added · +2.0M sh | Q1 2026 | |
| 4 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $341.2M | 4.4M | ▲New +4.4M sh | Q1 2026 | |
| 5 | Creative Planning | $307.7M | 3.9M | ▼−1.9% Reduced · −77K sh | Q1 2026 | |
| 6 | BlackRock, Inc. | $297.0M | 3.8M | ▲+11% Added · +382K sh | Q1 2026 | |
| 7 | State of New Jersey Common Pension Fund D | $290.3M | 3.7M | —Held | Q1 2026 | |
| 8 | Bank of New York Mellon Corp | $248.9M | 3.2M | ▲+0.7% Added · +21K sh | Q1 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $238.1M | 3.0M | ▲+13% Added · +344K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $195.6M | 2.5M | ▲+4.4% Added · +106K sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $192.3M | 2.5M | ▲+35% Added · +640K sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $102.0M | 1.3M | ▲+2.8% Added · +35K sh | Q1 2026 | |
| 13 | Focus Partners Wealth | $100.7M | 1.3M | ▼−0.9% Reduced · −12K sh | Q1 2026 | |
| 14 | Cassaday & Co Wealth Management LLC | $98.7M | 1.3M | ▼−1.0% Reduced · −13K sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | $88.7M | 1.1M | ▲+5.1% Added · +55K sh | Q1 2026 | |
| 16 | UBS Group AG | $76.5M | 975K | ▲+26% Added · +200K sh | Q1 2026 | |
| 17 | Modera Wealth Management, LLC | $70.2M | 895K | ▼−2.3% Reduced · −21K sh | Q1 2026 | |
| 18 | Wilmington Savings Fund Society, FSB | $67.5M | 861K | ▼−1.7% Reduced · −15K sh | Q1 2026 | |
| 19 | LPL Financial LLC | $66.6M | 849K | ▼−0.9% Reduced · −8K sh | Q1 2026 | |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $56.5M | 720K | ▲+8.5% Added · +57K sh | Q1 2026 | |
| 21 | HighTower Advisors, LLC | $55.0M | 701K | ▲+1.4% Added · +10K sh | Q1 2026 | |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $53.8M | 686K | ▲25× Added · +659K sh | Q1 2026 | |
| 23 | State of Tennessee, Department of Treasury | $49.1M | 626K | ▼~0% Reduced · −33 sh | Q1 2026 | |
| 24 | Nuveen, LLC | $48.4M | 617K | ▲+145% Added · +365K sh | Q1 2026 | |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $45.2M | 577K | ▼−1.6% Reduced · −9K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 212 funds | $48.4B |
| MICROSOFT CORPMSFT | 212 funds | $40.4B |
| ALPHABET INC-CL CGOOG | 212 funds | $16.7B |
| AMAZON.COM INCAMZN | 211 funds | $30.1B |
| ELI LILLY & COLLY | 211 funds | $12.2B |
| APPLE INCAAPL | 210 funds | $51.0B |
| ALPHABET INC-CL AGOOGL | 210 funds | $27.1B |
| BROADCOM INCAVGO | 210 funds | $19.1B |
| JPMORGAN CHASE & COJPM | 210 funds | $16.8B |
| VISA INC-CLASS A SHARESV | 210 funds | $10.5B |
| CHEVRON CORPCVX | 210 funds | $7.2B |
| META PLATFORMS INC-CLASS AMETA | 209 funds | $17.1B |
Ranked by how many of SCZ'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 SCZ. 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.