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/BAB/capital-change-brief"
Use Arkolith's capital_change_brief for BAB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Annex Advisory Services, LLC | $89.4M | 3.3M | ▲+4.8% Added · +151K sh | Q2 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $43.5M | 1.6M | ▲+0.5% Added · +9K sh | Q1 2026 | |
| 3 | HighTower Advisors, LLC | $42.8M | 1.6M | ▲+5.2% Added · +78K sh | Q1 2026 | |
| 4 | AMERIPRISE FINANCIAL INC | $35.7M | 1.3M | ▲+8.1% Added · +99K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $27.0M | 1.0M | ▼−8.3% Reduced · −91K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $22.2M | 824K | ▼−6.3% Reduced · −55K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $21.3M | 791K | ▲+15% Added · +101K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $18.2M | 677K | ▲+31% Added · +158K sh | Q1 2026 | |
| 9 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | $17.8M | 659K | ▲+4.2% Added · +26K sh | Q1 2026 | |
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | $16.1M | 596K | ▼−11% Reduced · −71K sh | Q1 2026 | |
| 11 | CONNING INC. | $13.2M | 490K | —Held | Q1 2026 | |
| 12 | BANK OF MONTREAL /CAN/ | $12.5M | 464K | ▼−47% Reduced · −410K sh | Q1 2026 | |
| 13 | Kingsview Wealth Management, LLC | $12.0M | 444K | ▼−41% Reduced · −315K sh | Q1 2026 | |
| 14 | LPL Financial LLC | $11.4M | 421K | ▼−8.5% Reduced · −39K sh | Q1 2026 | |
| 15 | UBS Group AG | $11.1M | 411K | ▼−17% Reduced · −81K sh | Q1 2026 | |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.1M | 338K | ▲+7.3% Added · +23K sh | Q1 2026 | |
| 17 | GUGGENHEIM CAPITAL LLC | $7.8M | 289K | ▲+8.3% Added · +22K sh | Q1 2026 | |
| 18 | NewEdge Wealth, LLC | $6.9M | 257K | ▲+5.2% Added · +13K sh | Q1 2026 | |
| 19 | Bank of New York Mellon Corp | $6.7M | 248K | ▼−32% Reduced · −118K sh | Q1 2026 | |
| 20 | STIFEL FINANCIAL CORP | $5.5M | 203K | ▲+3.6% Added · +7K sh | Q1 2026 | |
| 21 | BARCLAYS PLC | $5.4M | 200K | —Held | Q1 2026 | |
| 22 | KEYBANK NATIONAL ASSOCIATION/OH | $5.2M | 194K | ▼−6.1% Reduced · −13K sh | Q1 2026 | |
| 23 | TRUIST FINANCIAL CORP | $5.2M | 193K | ▼−4.6% Reduced · −9K sh | Q1 2026 | |
| 24 | Hobbs Group Advisors, LLC | $5.0M | 185K | ▲+1.0% Added · +2K sh | Q1 2026 | |
| 25 | Wealthspire Advisors, LLC | $4.9M | 180K | ▼−3.9% Reduced · −7K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 52 funds | $17.6B |
| ISHARES CORE S&P 500 ETFIVV | 52 funds | $14.6B |
| MICROSOFT CORPMSFT | 52 funds | $14.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 52 funds | $10.2B |
| ALPHABET INC-CL AGOOGL | 52 funds | $9.7B |
| META PLATFORMS INC-CLASS AMETA | 52 funds | $6.5B |
| JOHNSON & JOHNSONJNJ | 52 funds | $3.7B |
| TESLA INCTSLA | 52 funds | $3.2B |
| CHEVRON CORPCVX | 52 funds | $3.1B |
| MICRON TECHNOLOGY INCMU | 52 funds | $2.7B |
| HOME DEPOT INCHD | 52 funds | $2.6B |
| NETFLIX INCNFLX | 52 funds | $2.2B |
Ranked by how many of BAB'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 BAB. 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.