109 tracked 13F filers disclose a position in BDEC as of the latest SEC 13F filings, a combined $117.8M in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $9.4M | 197K | ▼−1.5% Reduced · −3K sh | Q1 2026 | |
| 2 | OSAIC HOLDINGS, INC. | $9.1M | 190K | ▼−22% Reduced · −53K sh | Q1 2026 | |
| 3 | Cerity Partners LLC | $8.7M | 181K | ▲+26% Added · +38K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $5.0M | 103K | ▲+9.4% Added · +9K sh | Q1 2026 | |
| 5 | Cresset Asset Management, LLC | $5.1M | 96K | —Held | Q2 2026 | |
| 6 | Lido Advisors, LLC | $5.0M | 93K | ▼−24% Reduced · −30K sh | Q2 2026 | |
| 7 | HighTower Advisors, LLC | $4.0M | 84K | ▼−0.5% Reduced · −460 sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $3.5M | 74K | ▲+15% Added · +10K sh | Q1 2026 | |
| 9 | My Personal CFO, LLC | $3.4M | 64K | ▼−3.5% Reduced · −2K sh | Q2 2026 | |
| 10 | Cetera Investment Advisers | $2.8M | 57K | ▼−17% Reduced · −12K sh | Q1 2026 | |
| 11 | BLAIR WILLIAM & CO/IL | $3.0M | 56K | ▼−0.3% Reduced · −189 sh | Q2 2026 | |
| 12 | TopTier Wealth Management, LLC | $2.6M | 48K | ▼−1.4% Reduced · −691 sh | Q2 2026 | |
| 13 | MML INVESTORS SERVICES, LLC | $2.5M | 48K | ▲+25% Added · +10K sh | Q2 2026 | |
| 14 | Chris Bulman Inc | $2.4M | 45K | ▼−13% Reduced · −7K sh | Q2 2026 | |
| 15 | NovaPoint Capital, LLC | $2.3M | 43K | ▼−11% Reduced · −5K sh | Q2 2026 | |
| 16 | Strategic Blueprint, LLC | $2.2M | 41K | ▼−1.2% Reduced · −518 sh | Q2 2026 | |
| 17 | LPL Financial LLC | $1.9M | 40K | ▼−11% Reduced · −5K sh | Q1 2026 | |
| 18 | Kestra Advisory Services, LLC | $1.9M | 36K | ▼−17% Reduced · −7K sh | Q2 2026 | |
| 19 | Snowden Capital Advisors LLC | $1.6M | 34K | ▲+24% Added · +7K sh | Q1 2026 | |
| 20 | Trek Financial, LLC | $1.8M | 33K | —Held | Q2 2026 | |
| 21 | INTEGRAL INVESTMENT ADVISORS, INC. | $1.7M | 32K | —Held | Q2 2026 | |
| 22 | Krilogy Financial LLC | $1.6M | 31K | ▼−6.0% Reduced · −2K sh | Q1 2026 | |
| 23 | WealthPlan Investment Management, LLC | $1.5M | 28K | ▼−3.4% Reduced · −1K sh | Q2 2026 | |
| 24 | Global Assets Advisory, LLC | $1.4M | 26K | ▲New +26K sh | Q2 2026 | |
| 25 | BCS Wealth Management | $1.4M | 26K | ▼−4.1% Reduced · −1K sh | Q2 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.
Last quarter, 7 funds opened a new position in BDEC and 5 added to an existing one, while 22 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 62 funds | $3.4B |
| MICROSOFT CORPMSFT | 61 funds | $2.0B |
| APPLE INCAAPL | 60 funds | $4.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 60 funds | $2.3B |
| AMAZON.COM INCAMZN | 60 funds | $1.7B |
| ALPHABET INC-CL AGOOGL | 60 funds | $1.5B |
| ISHARES CORE S&P 500 ETFIVV | 59 funds | $4.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 59 funds | $2.1B |
| TESLA INCTSLA | 59 funds | $653.0M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 58 funds | $1.4B |
| ALPHABET INC-CL CGOOG | 58 funds | $1.1B |
| VANGUARD S&P 500 ETFVOO | 57 funds | $2.3B |
Ranked by how many of BDEC's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| PJANmc | 270 funds | $1.0B |
| PJULmc | 245 funds | $687.9M |
| POCTmc | 231 funds | $682.2M |
| PFEBmc | 216 funds | $586.1M |
| PAPRmc | 213 funds | $576.7M |
| PDECmc | 208 funds | $645.9M |
| PSEPmc | 202 funds | $571.5M |
| PAUGmc | 198 funds | $616.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for BDEC
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/BDEC/capital-change-brief"
Use Arkolith's capital_change_brief for BDEC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BDEC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.