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/ZALT/capital-change-brief"
Use Arkolith's capital_change_brief for ZALT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Wealthquest Corp | $151.3M | 4.7M | ▲+50% Added · +1.6M sh | Q1 2026 | |
| 2 | OLD MISSION CAPITAL LLC | $142.3M | 4.4M | ▲New +4.4M sh | Q1 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $42.3M | 1.3M | ▼−11% Reduced · −157K sh | Q1 2026 | |
| 4 | HOLLENCREST CAPITAL MANAGEMENT | $40.0M | 1.2M | ▲+0.7% Added · +8K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $22.8M | 704K | ▲+7.2% Added · +47K sh | Q1 2026 | |
| 6 | NewEdge Advisors, LLC | $17.9M | 551K | ▲+1.6% Added · +9K sh | Q1 2026 | |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $14.2M | 438K | ▲31× Added · +424K sh | Q1 2026 | |
| 8 | Pitti Group Wealth Management, LLC | $12.1M | 373K | ▲+2.2% Added · +8K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $12.0M | 370K | ▲+0.6% Added · +2K sh | Q1 2026 | |
| 10 | CENTAURUS FINANCIAL, INC. | $11.1M | 343K | ▲+1.9% Added · +6K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $9.8M | 303K | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 12 | MML INVESTORS SERVICES, LLC | $7.8M | 241K | ▼−7.0% Reduced · −18K sh | Q1 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $7.6M | 233K | ▲+12% Added · +24K sh | Q1 2026 | |
| 14 | Sigma Planning Corp | $6.9M | 213K | ▲+16% Added · +30K sh | Q1 2026 | |
| 15 | Gallagher Fiduciary Advisors, LLC | $5.9M | 181K | ▲+5.5% Added · +9K sh | Q1 2026 | |
| 16 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $5.8M | 178K | ▲+2.4% Added · +4K sh | Q1 2026 | |
| 17 | TRUIST FINANCIAL CORP | $5.6M | 174K | ▲+7.8% Added · +13K sh | Q1 2026 | |
| 18 | Atria Investments, Inc | $5.3M | 163K | ▲+3.9% Added · +6K sh | Q1 2026 | |
| 19 | Pallas Capital Advisors LLC | $5.1M | 158K | ▼−40% Reduced · −104K sh | Q1 2026 | |
| 20 | Beacon Pointe Advisors, LLC | $5.1M | 157K | ▲New +157K sh | Q1 2026 | |
| 21 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $4.6M | 143K | ▼−30% Reduced · −62K sh | Q1 2026 | |
| 22 | Comprehensive Financial Consultants Institutional, Inc. | $4.6M | 136K | ▲+3.1% Added · +4K sh | Q2 2026 | |
| 23 | Gladstone Institutional Advisory LLC | $4.2M | 130K | ▲+55% Added · +46K sh | Q1 2026 | |
| 24 | SAGESPRING WEALTH PARTNERS, LLC | $3.3M | 101K | ▼−1.3% Reduced · −1K sh | Q1 2026 | |
| 25 | MTM FINANCIAL GROUP, LLC | $2.9M | 90K | ▲+3.7% Added · +3K 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 | 37 funds | $11.2B |
| ISHARES CORE S&P 500 ETFIVV | 37 funds | $8.5B |
| MICROSOFT CORPMSFT | 37 funds | $6.4B |
| AMAZON.COM INCAMZN | 37 funds | $6.1B |
| ALPHABET INC-CL AGOOGL | 37 funds | $4.8B |
| BROADCOM INCAVGO | 37 funds | $4.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 37 funds | $3.9B |
| JPMORGAN CHASE & COJPM | 37 funds | $3.8B |
| META PLATFORMS INC-CLASS AMETA | 37 funds | $3.6B |
| INVESCO QQQ TRUST SERIES 1QQQ | 37 funds | $2.9B |
| ALPHABET INC-CL CGOOG | 37 funds | $2.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 37 funds | $2.6B |
Ranked by how many of ZALT'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 ZALT. 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.