This stock 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/ZION/capital-change-brief"
Use Arkolith's capital_change_brief for ZION. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $807.9M | 14.0M | ▲+2.0% Added · +280K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $625.5M | 10.9M | ▲New +10.9M sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $430.8M | 7.5M | ▲+0.8% Added · +56K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $380.2M | 6.6M | ▲New +6.6M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $339.0M | 5.9M | ▼−3.3% Reduced · −201K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $176.3M | 3.1M | ▼−2.9% Reduced · −92K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $174.9M | 3.0M | ▲+2.4% Added · +71K sh | Q1 2026 | |
| 8 | FIDUCIARY MANAGEMENT INC /WI/ | $160.6M | 2.8M | ▼−3.7% Reduced · −107K sh | Q1 2026 | |
| 9 | FULLER & THALER ASSET MANAGEMENT, INC. | $149.5M | 2.6M | ▲+13% Added · +307K sh | Q1 2026 | |
| 10 | AQR CAPITAL MANAGEMENT LLC | $127.9M | 2.2M | ▲+50% Added · +746K sh | Q1 2026 | |
| 11 | TWO SIGMA INVESTMENTS, LP | $125.9M | 2.2M | ▲+94% Added · +1.1M sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $111.7M | 1.9M | ▲+37% Added · +524K sh | Q1 2026 | |
| 13 | FIRST TRUST ADVISORS LP | $110.5M | 1.9M | ▲+28% Added · +425K sh | Q1 2026 | |
| 14 | NORGES BANK | $105.7M | 1.8M | ▲+16% Added · +248K sh | Q4 2025 | |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $84.9M | 1.5M | ▼−22% Reduced · −423K sh | Q1 2026 | |
| 16 | BALYASNY ASSET MANAGEMENT L.P. | $82.0M | 1.4M | ▲+24% Added · +277K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $79.7M | 1.4M | ▲+1.4% Added · +20K sh | Q1 2026 | |
| 18 | Bank of New York Mellon Corp | $75.7M | 1.3M | ▲~0% Added · +603 sh | Q1 2026 | |
| 19 | Quantinno Capital Management LP | $71.6M | 1.2M | ▲+50% Added · +415K sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $66.9M | 1.2M | ▲+3.3% Added · +37K sh | Q1 2026 | |
| 21 | FIL Ltd | $64.7M | 1.1M | ▲+0.8% Added · +9K sh | Q1 2026 | |
| 22 | Freestone Grove Partners LP | $59.9M | 1.0M | ▲New +1.0M sh | Q1 2026 | |
| 23 | FMR LLC | $54.3M | 942K | ▲+11% Added · +90K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $52.8M | 917K | ▲New +917K sh | Q1 2026 | |
| 25 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $46.5M | 808K | ▼−1.2% Reduced · −10K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 30, 2026 | Skonnard Aaron | Director | Grant (A) | 432 | $30K |
| Jun 30, 2026 | QUINN STEPHEN D | Director | Grant (A) | 699 | $48K |
| Jun 30, 2026 | Huang Claire A | Director | Grant (A) | 439 | $30K |
| Jun 30, 2026 | Lee Vivian S | Director | Grant (A) | 414 | $29K |
| Jun 2, 2026 | Callister Nathan | Executive Vice President | Tax withholding (F) | 922 | $57K |
| Jun 2, 2026 | Ryan Daniel Joseph | Director | Grant (A) | 2K | $119K |
| May 8, 2026 | Smith Jennifer Anne | Executive Vice President | Sell (S) | 4K | $263K |
| May 6, 2026 | Richards Robert Ryan | Controller | Option exercise (M) | 2K | $106K |
| May 6, 2026 | Richards Robert Ryan | Controller | Option exercise (M) | 2K | $106K |
| May 4, 2026 | Smith Jennifer Anne | Executive Vice President | Sell (S) | 550 | $35K |
| May 1, 2026 | Yastine Barbara A. | Director | Grant (A) | 2K | $130K |
| May 1, 2026 | Skonnard Aaron | Director | Grant (A) | 2K | $130K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 194 funds | $66.0B |
| ELI LILLY & COLLY | 191 funds | $17.0B |
| BANK OF AMERICA CORPBAC | 191 funds | $7.6B |
| NVIDIA CORPNVDA | 190 funds | $96.8B |
| APPLE INCAAPL | 190 funds | $82.0B |
| ALPHABET INC-CL AGOOGL | 190 funds | $43.4B |
| COSTCO WHOLESALE CORPCOST | 190 funds | $12.6B |
| AMAZON.COM INCAMZN | 189 funds | $51.5B |
| JPMORGAN CHASE & COJPM | 189 funds | $22.2B |
| BROADCOM INCAVGO | 188 funds | $34.4B |
| META PLATFORMS INC-CLASS AMETA | 188 funds | $29.3B |
| VISA INC-CLASS A SHARESV | 188 funds | $13.8B |
Ranked by how many of ZION's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ZION. 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.