26 tracked 13F filers disclose a position in BAESY as of the latest SEC 13F filings, a combined $28.0M 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 | Altrius Capital Management Inc | $9.6M | 98K | ▲+6.3% Added · +6K sh | Q2 2026 | |
| 2 | FIRST MERCHANTS CORP | $6.5M | 67K | ▼−2.5% Reduced · −2K sh | Q2 2026 | |
| 3 | Dorsey Wright & Associates | $2.5M | 43K | ▼−24% Reduced · −14K sh | Q4 2024 | |
| 4 | Henry James International Management Inc. | $2.5M | 26K | ▲+0.1% Added · +30 sh | Q2 2026 | |
| 5 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.6M | 13K | ▲+4.0% Added · +513 sh | Q1 2026 | |
| 6 | RHUMBLINE ADVISERS | $1.2M | 10K | ▼−12% Reduced · −1K sh | Q1 2026 | |
| 7 | Sterling Capital Management LLC | $890K | 9K | ▼−7.9% Reduced · −778 sh | Q2 2026 | |
| 8 | Calydon Capital | $1.0M | 9K | —Held | Q1 2026 | |
| 9 | RNC CAPITAL MANAGEMENT LLC | $534K | 5K | ▼−2.9% Reduced · −160 sh | Q2 2026 | |
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | $464K | 4K | ▲+136% Added · +2K sh | Q1 2026 | |
| 11 | GAMMA Investing LLC | $389K | 4K | ▲+2.5% Added · +96 sh | Q2 2026 | |
| 12 | Pinnacle Wealth Management Advisory Group, LLC | $264K | 3K | ▲+2.0% Added · +54 sh | Q2 2026 | |
| 13 | ALTA CAPITAL MANAGEMENT LLC/ | $252K | 3K | ▼−1.8% Reduced · −48 sh | Q2 2026 | |
| 14 | ATLAS CAPITAL ADVISORS INC. | $103K | 1K | —Held | Q2 2026 | |
| 15 | Salomon & Ludwin, LLC | $51K | 512 | ▼−23% Reduced · −149 sh | Q2 2026 | |
| 16 | Westside Investment Management, Inc. | $35K | 362 | —Held | Q2 2026 | |
| 17 | Vermillion Wealth Management, Inc. | $30K | 304 | ▲Added Added · +304 sh | Q2 2026 | |
| 18 | IMA Advisory Services, Inc. | $20K | 208 | ▲+550% Added · +176 sh | Q2 2026 | |
| 19 | Ancora Advisors LLC | $18K | 179 | ▲+20% Added · +30 sh | Q2 2026 | |
| 20 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $16K | 139 | —Held | Q1 2026 | |
| 21 | ADIRONDACK TRUST CO | $7K | 70 | —Held | Q2 2026 | |
| 22 | COMPASS FINANCIAL MANAGEMENT LLC | $5K | 54 | ▲New +54 sh | Q2 2026 | |
| 23 | RMG Wealth Management LLC | $5K | 41 | ▼−44% Reduced · −32 sh | Q2 2026 | |
| 24 | Ninepoint Partners LP | $4K | 37 | ▲New +37 sh | Q2 2026 | |
| 25 | HORIZON FINANCIAL SERVICES, LLC | $4K | 36 | ▲New +36 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 BAESY and 6 added to an existing one, while 6 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 |
|---|---|---|
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 18 funds | $127.4M |
| MICROSOFT CORPMSFT | 17 funds | $551.0M |
| JPMORGAN CHASE & COJPM | 17 funds | $347.6M |
| CHEVRON CORPCVX | 17 funds | $318.8M |
| ELI LILLY & COLLY | 17 funds | $213.6M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 17 funds | $190.9M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 17 funds | $189.6M |
| NVIDIA CORPNVDA | 16 funds | $607.1M |
| APPLE INCAAPL | 16 funds | $591.3M |
| ALPHABET INC-CL CGOOG | 16 funds | $310.0M |
| CISCO SYSTEMS INCCSCO | 16 funds | $258.4M |
| LOCKHEED MARTIN CORPLMT | 16 funds | $246.8M |
Ranked by how many of BAESY's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for BAESY
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/BAESY/capital-change-brief"
Use Arkolith's capital_change_brief for BAESY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BAESY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.