The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query ZTR owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ZTR"
Use Arkolith to show who owns ZTR, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $9.3M | 1.4M | ▼−2.2% Reduced · −32K sh | Q1 2026 | |
| 2 | GUGGENHEIM CAPITAL LLC | $8.4M | 1.3M | ▲+1.6% Added · +20K sh | Q1 2026 | |
| 3 | STIFEL FINANCIAL CORP | $4.6M | 688K | ▲+2.2% Added · +15K sh | Q1 2026 | |
| 4 | Karpus Management, Inc. | $3.1M | 476K | ▼−30% Reduced · −201K sh | Q1 2026 | |
| 5 | CAPSTONE INVESTMENT ADVISORS, LLC | $2.5M | 370K | —Held | Q1 2026 | |
| 6 | Private Advisor Group, LLC | $2.3M | 352K | ▲+4.2% Added · +14K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $1.9M | 290K | ▼−58% Reduced · −406K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 253K | ▲+3.4% Added · +8K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $1.6M | 247K | ▲+0.5% Added · +1K sh | Q1 2026 | |
| 10 | ASHTON THOMAS SECURITIES, LLC | $1.5M | 227K | ▲+100% Added · +113K sh | Q1 2026 | |
| 11 | Advisors Asset Management, Inc. | $1.2M | 188K | ▲+44% Added · +57K sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $945K | 143K | ▲+2.7% Added · +4K sh | Q1 2026 | |
| 13 | STEPHENS INC /AR/ | $766K | 116K | ▼−0.1% Reduced · −145 sh | Q1 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $574K | 87K | ▼−2.7% Reduced · −2K sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $528K | 80K | ▲+12% Added · +8K sh | Q1 2026 | |
| 16 | CSS LLC/IL | $526K | 79K | —Held | Q1 2026 | |
| 17 | ROYAL BANK OF CANADA | $397K | 60K | ▲+7.0% Added · +4K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $302K | 46K | ▲+2.6% Added · +1K sh | Q1 2026 | |
| 19 | XTX Topco Ltd | $279K | 42K | ▲New +42K sh | Q1 2026 | |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $271K | 41K | ▼−2.7% Reduced · −1K sh | Q1 2026 | |
| 21 | Kestra Advisory Services, LLC | $241K | 36K | ▲+30% Added · +8K sh | Q1 2026 | |
| 22 | Stratos Wealth Advisors, LLC | $168K | 25K | ▲+2.3% Added · +559 sh | Q1 2026 | |
| 23 | HighTower Advisors, LLC | $158K | 24K | ▲+131% Added · +14K sh | Q1 2026 | |
| 24 | CoreCap Advisors, LLC | $157K | 24K | ▲+87% Added · +11K sh | Q1 2026 | |
| 25 | Creative Planning | $152K | 23K | ▼−5.0% Reduced · −1K 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 |
|---|---|---|---|---|---|
| May 20, 2024 | BRADLEY WILLIAM PATRICK III | EVP, CFO and Treasurer | Buy (P) | 5K | $27K |
| Sep 18, 2023 | WITTWER STEVEN GLENN | Insider | Buy (P) | 6K | $31K |
| Sep 1, 2023 | BRADLEY WILLIAM PATRICK III | EVP, CFO and Treasurer | Buy (P) | 2K | $12K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 21 funds | $4.8B |
| APPLE INCAAPL | 20 funds | $6.4B |
| AMAZON.COM INCAMZN | 20 funds | $5.2B |
| ALPHABET INC-CL AGOOGL | 20 funds | $2.9B |
| BROADCOM INCAVGO | 20 funds | $2.5B |
| META PLATFORMS INC-CLASS AMETA | 20 funds | $2.3B |
| TESLA INCTSLA | 20 funds | $2.0B |
| JOHNSON & JOHNSONJNJ | 20 funds | $1.3B |
| HOME DEPOT INCHD | 20 funds | $997.6M |
| NORFOLK SOUTHERN CORPNSC | 20 funds | $897.8M |
| ORACLE CORPORCL | 20 funds | $739.8M |
| NETFLIX INCNFLX | 20 funds | $615.0M |
Ranked by how many of ZTR'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 ZTR. 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.