90 tracked 13F filers disclose a position in BFEB as of the latest SEC 13F filings, a combined $107.0M 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 | OSAIC HOLDINGS, INC. | $7.9M | 166K | ▼−13% Reduced · −25K sh | Q1 2026 | |
| 2 | Cerity Partners LLC | $6.4M | 133K | ▲+151% Added · +80K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $5.5M | 115K | ▲+220% Added · +79K sh | Q1 2026 | |
| 4 | Berkshire Money Management, Inc. | $5.0M | 96K | ▼−32% Reduced · −46K sh | Q2 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $4.1M | 87K | ▲+23% Added · +16K sh | Q1 2026 | |
| 6 | HighTower Advisors, LLC | $3.6M | 76K | ▲+1.0% Added · +754 sh | Q1 2026 | |
| 7 | My Personal CFO, LLC | $3.8M | 72K | ▼−1.6% Reduced · −1K sh | Q2 2026 | |
| 8 | McAlister, Sweet & Associates, Inc. | $3.7M | 70K | —Held | Q2 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $3.3M | 70K | ▲+49% Added · +23K sh | Q1 2026 | |
| 10 | Bellwether Advisors, LLC | $3.5M | 66K | ▼−2.5% Reduced · −2K sh | Q2 2026 | |
| 11 | Cetera Investment Advisers | $3.0M | 62K | ▲+2.0% Added · +1K sh | Q1 2026 | |
| 12 | MML INVESTORS SERVICES, LLC | $3.1M | 59K | ▲+30% Added · +14K sh | Q2 2026 | |
| 13 | TopTier Wealth Management, LLC | $3.0M | 57K | ▼−1.2% Reduced · −669 sh | Q2 2026 | |
| 14 | LPL Financial LLC | $2.3M | 48K | ▲+56% Added · +17K sh | Q1 2026 | |
| 15 | Valtinson Bruner Financial Planning LLC | $2.5M | 48K | ▼−0.2% Reduced · −77 sh | Q2 2026 | |
| 16 | Fragasso Financial Advisors Inc | $2.4M | 45K | ▼−2.2% Reduced · −993 sh | Q2 2026 | |
| 17 | Beacon Pointe Advisors, LLC | $2.3M | 44K | ▼−6.2% Reduced · −3K sh | Q2 2026 | |
| 18 | Lantz Financial LLC | $1.9M | 35K | ▼−0.5% Reduced · −166 sh | Q2 2026 | |
| 19 | PCA Investment Advisory Services Inc. | $1.8M | 34K | ▼−0.4% Reduced · −135 sh | Q2 2026 | |
| 20 | FSA Advisors, Inc. | $1.8M | 33K | ▼−3.0% Reduced · −1K sh | Q2 2026 | |
| 21 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.8M | 33K | ▼−0.2% Reduced · −70 sh | Q2 2026 | |
| 22 | Chris Bulman Inc | $1.7M | 33K | ▼−3.8% Reduced · −1K sh | Q2 2026 | |
| 23 | INTEGRAL INVESTMENT ADVISORS, INC. | $1.7M | 33K | —Held | Q2 2026 | |
| 24 | DHJJ Financial Advisors, Ltd. | $1.6M | 30K | —Held | Q2 2026 | |
| 25 | Kestra Advisory Services, LLC | $1.6M | 29K | ▼−20% Reduced · −7K 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, 4 funds opened a new position in BFEB and 7 added to an existing one, while 16 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 | 54 funds | $11.4B |
| APPLE INCAAPL | 52 funds | $8.0B |
| AMAZON.COM INCAMZN | 52 funds | $5.0B |
| ALPHABET INC-CL AGOOGL | 52 funds | $3.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 52 funds | $2.9B |
| INVESCO QQQ TRUST SERIES 1QQQ | 52 funds | $2.0B |
| MICROSOFT CORPMSFT | 51 funds | $6.1B |
| ISHARES CORE S&P 500 ETFIVV | 50 funds | $5.5B |
| META PLATFORMS INC-CLASS AMETA | 49 funds | $2.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 49 funds | $1.9B |
| BROADCOM INCAVGO | 48 funds | $3.6B |
| ALPHABET INC-CL CGOOG | 48 funds | $2.9B |
Ranked by how many of BFEB's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for BFEB
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/BFEB/capital-change-brief"
Use Arkolith's capital_change_brief for BFEB. 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 BFEB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.