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/ZFEB/capital-change-brief"
Use Arkolith's capital_change_brief for ZFEB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Trek Financial, LLC | $8.5M | 333K | ▲+4.2% Added · +13K sh | Q1 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $5.4M | 214K | ▲+57% Added · +78K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $4.1M | 162K | ▲+46% Added · +51K sh | Q1 2026 | |
| 4 | HARBOUR INVESTMENTS, INC. | $3.2M | 125K | ▲+4.1% Added · +5K sh | Q1 2026 | |
| 5 | TRUIST FINANCIAL CORP | $3.1M | 122K | ▲+874% Added · +110K sh | Q1 2026 | |
| 6 | Kestra Advisory Services, LLC | $2.9M | 115K | ▲+23% Added · +22K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $2.8M | 110K | ▲+94% Added · +53K sh | Q1 2026 | |
| 8 | MML INVESTORS SERVICES, LLC | $2.7M | 108K | ▲+58% Added · +39K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $2.5M | 97K | ▲+66% Added · +39K sh | Q1 2026 | |
| 10 | Lineweaver Wealth Advisors, LLC | $1.6M | 61K | ▼−6.7% Reduced · −4K sh | Q2 2026 | |
| 11 | Peak Wealth Management LLC | $1.6M | 60K | —Held | Q2 2026 | |
| 12 | CANANDAIGUA NATIONAL BANK & TRUST CO | $1.5M | 59K | ▲+43% Added · +18K sh | Q2 2026 | |
| 13 | Ashton Thomas Private Wealth, LLC | $1.5M | 58K | ▼−1.3% Reduced · −748 sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $1.4M | 56K | ▲+78% Added · +24K sh | Q1 2026 | |
| 15 | HighTower Advisors, LLC | $1.2M | 47K | —Held | Q1 2026 | |
| 16 | Heck Capital Advisors, LLC | $1.2M | 45K | —Held | Q2 2026 | |
| 17 | NewEdge Advisors, LLC | $1.1M | 44K | —Held | Q1 2026 | |
| 18 | Ameritas Advisory Services, LLC | $1.1M | 42K | —Held | Q1 2026 | |
| 19 | Kingsview Wealth Management, LLC | $1000K | 39K | —Held | Q1 2026 | |
| 20 | LPL Financial LLC | $956K | 38K | ▼−2.6% Reduced · −1K sh | Q1 2026 | |
| 21 | INDEPENDENT FINANCIAL GROUP, LLC | $955K | 37K | ▼−13% Reduced · −5K sh | Q2 2026 | |
| 22 | CreativeOne Wealth, LLC | $658K | 26K | ▲+132% Added · +15K sh | Q1 2026 | |
| 23 | IFP Advisors, Inc | $650K | 26K | ▲+346% Added · +20K sh | Q1 2026 | |
| 24 | IMG Wealth Management, Inc. | $616K | 24K | —Held | Q1 2026 | |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $568K | 22K | ▼−78% Reduced · −81K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 27 funds | $11.2B |
| NVIDIA CORPNVDA | 27 funds | $9.1B |
| MICROSOFT CORPMSFT | 27 funds | $6.2B |
| AMAZON.COM INCAMZN | 27 funds | $5.9B |
| ALPHABET INC-CL AGOOGL | 27 funds | $4.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 27 funds | $3.5B |
| JPMORGAN CHASE & COJPM | 27 funds | $3.2B |
| META PLATFORMS INC-CLASS AMETA | 27 funds | $3.1B |
| BROADCOM INCAVGO | 27 funds | $3.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 27 funds | $3.0B |
| ISHARES CORE U.S. AGGREGATEAGG | 27 funds | $2.9B |
| ALPHABET INC-CL CGOOG | 27 funds | $2.7B |
Ranked by how many of ZFEB'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 ZFEB. 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.