| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | CITIZENS FINANCIAL GROUP INC/RI | $311K | 541.2K | Added | Q1 2026 |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $211K | 367.0K | New | Q1 2026 |
| 3 | Texas Capital Bank Wealth Management Services Inc | $41K | 70.8K | Held | Q1 2026 |
| 4 | STATE STREET CORP | $22K | 38.9K | Held | Q1 2026 |
| 5 | SHANDA ASSET MANAGEMENT HOLDINGS Ltd | $21K | 37.2K | Held | Q1 2026 |
| 6 | VANGUARD FIDUCIARY TRUST CO | $6K | 10.5K | New | Q1 2026 |
| 7 | GROUP ONE TRADING LLC | $774 | 1.3K | Reduced | Q1 2026 |
| 8 | NewEdge Advisors, LLC | $144 | 250 | New | Q1 2026 |
| 9 | SBI Securities Co., Ltd. | $77 | 134 | Held | Q1 2026 |
| 10 | MAI Capital Management | $15 | 26 | Held | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Amazon Com IncAMZN | 9 funds | $82.4B |
| Alphabet AGOOGL | 9 funds | $66.4B |
| Intel CorpINTC | 9 funds | $9.5B |
| Qualcomm IncQCOM | 9 funds | $6.8B |
| NVIDIA CorpNVDA | 8 funds | $175.3B |
| Microsoft CorpMSFT | 8 funds | $115.0B |
| Broadcom LtdAVGO | 8 funds | $59.9B |
| Meta Platforms Inc AMETA | 8 funds | $51.1B |
| Tesla IncTSLA | 8 funds | $43.0B |
| JPMorgan Chase & CoJPM | 8 funds | $37.3B |
| LILLY ELI & COLLY | 8 funds | $33.1B |
| Johnson & JohnsonJNJ | 8 funds | $33.1B |
Ranked by how many of ZEO'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ZEO. 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.