Among active 13F managers last quarter, 1 added and none reduced or exited; the largest holder to move was Clearstead Advisors, LLC (+148%).
5 tracked 13F filers disclose a position in SOEZ as of the latest SEC 13F filings, a combined $2.8M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Franklin Templeton Inc | 100K | $1.4M | —Held | Q1 2026 | |
| 2 | Susquehanna International Group, LLP | 95K | $1.4M | ▲+666% Added · +83K sh | Q1 2026 | |
| 3 | Clearstead Advisors, LLC | 4K | $54K | ▲+148% Added · +3K sh | Q2 2026 | |
| 4 | UBS Group AG | 1K | $19K | ▲+176% Added · +871 sh | Q1 2026 | |
| 5 | IFP Advisors, Inc | 22 | $282 | —Held | 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, 1 fund added to an existing position in SOEZ, 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 |
|---|---|---|
| Nvidia CorpNVDA | 3 funds | $17.1B |
| Microsoft CorpMSFT | 3 funds | $14.5B |
| Apple IncAAPL | 3 funds | $12.8B |
| Amazon.com IncAMZN | 3 funds | $11.4B |
| Alphabet Inc-CL AGOOGL | 3 funds | $10.5B |
| Broadcom IncAVGO | 3 funds | $8.9B |
| ExxonMobil Holdings CorpXOM | 3 funds | $7.1B |
| Meta Platforms Inc-Class AMETA | 3 funds | $5.6B |
| Alphabet Inc-CL CGOOG | 3 funds | $5.1B |
| Cisco Systems IncCSCO | 3 funds | $4.6B |
| JPMorgan Chase & CoJPM | 3 funds | $4.5B |
| Citigroup IncC | 3 funds | $4.4B |
Ranked by how many of SOEZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SOEZ.
No filings captured for this ticker in the live stream yet.
Connected entities for SOEZ
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/SOEZ/capital-change-brief"
Use Arkolith's capital_change_brief for SOEZ. 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 SOEZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.