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/BAI/capital-change-brief"
Use Arkolith's capital_change_brief for BAI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $2.2B | 66.5M | ▲+15% Added · +8.7M sh | Q1 2026 | |
| 2 | LPL Financial LLC | $901.7M | 27.4M | ▲+17% Added · +4.0M sh | Q1 2026 | |
| 3 | JPMORGAN CHASE & CO | $634.9M | 20.4M | ▲+25% Added · +4.1M sh | Q1 2026 | |
| 4 | Dynasty Wealth Management, LLC | $647.5M | 19.7M | ▲+65% Added · +7.7M sh | Q1 2026 | |
| 5 | AMERIPRISE FINANCIAL INC | $311.2M | 9.4M | ▲+38% Added · +2.6M sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $299.7M | 9.1M | ▲+32% Added · +2.2M sh | Q1 2026 | |
| 7 | OpenArc Corporate Advisory, LLC | $261.3M | 7.9M | ▲+49% Added · +2.6M sh | Q1 2026 | |
| 8 | SAGESPRING WEALTH PARTNERS, LLC | $245.3M | 7.4M | ▲+59% Added · +2.8M sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $222.5M | 6.8M | ▲+31% Added · +1.6M sh | Q1 2026 | |
| 10 | CWM, LLC | $184.9M | 5.6M | ▲+9.6% Added · +490K sh | Q1 2026 | |
| 11 | Envestnet Portfolio Solutions, Inc. | $184.0M | 5.6M | ▲+1.2% Added · +65K sh | Q1 2026 | |
| 12 | MML INVESTORS SERVICES, LLC | $172.4M | 5.2M | ▲+0.9% Added · +45K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $158.2M | 4.8M | ▲+12% Added · +498K sh | Q1 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $121.0M | 3.7M | ▲+35% Added · +956K sh | Q1 2026 | |
| 15 | NewEdge Advisors, LLC | $108.4M | 3.3M | ▲+6.5% Added · +201K sh | Q1 2026 | |
| 16 | Bank of New York Mellon Corp | $105.4M | 3.2M | ▲+10% Added · +301K sh | Q1 2026 | |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $93.5M | 2.8M | ▲978× Added · +2.8M sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $91.5M | 2.8M | ▲+13% Added · +309K sh | Q1 2026 | |
| 19 | OneDigital Investment Advisors LLC | $88.1M | 2.7M | ▲+20% Added · +444K sh | Q1 2026 | |
| 20 | SOFI WEALTH, LLC | $85.8M | 2.6M | ▲+5.7% Added · +141K sh | Q1 2026 | |
| 21 | Merit Financial Group, LLC | $82.9M | 2.5M | ▲+16% Added · +350K sh | Q1 2026 | |
| 22 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $80.0M | 2.4M | ▲+13% Added · +280K sh | Q1 2026 | |
| 23 | JB Capital LLC | $70.0M | 2.1M | ▲+2.0% Added · +42K sh | Q1 2026 | |
| 24 | STIFEL FINANCIAL CORP | $56.0M | 1.7M | ▲+9.9% Added · +153K sh | Q1 2026 | |
| 25 | Advocacy Wealth Management, LLC | $54.3M | 1.6M | ▲+6.4% Added · +99K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 128 funds | $24.2B |
| NVIDIA CORPNVDA | 128 funds | $23.7B |
| MICROSOFT CORPMSFT | 128 funds | $19.6B |
| JPMORGAN CHASE & COJPM | 128 funds | $9.2B |
| ISHARES CORE MSCI EMERGINGIEMG | 128 funds | $6.5B |
| AMAZON.COM INCAMZN | 127 funds | $14.2B |
| ALPHABET INC-CL AGOOGL | 127 funds | $13.1B |
| ALPHABET INC-CL CGOOG | 127 funds | $8.1B |
| META PLATFORMS INC-CLASS AMETA | 127 funds | $7.8B |
| JOHNSON & JOHNSONJNJ | 127 funds | $7.1B |
| WALMART INCWMT | 127 funds | $5.4B |
| ELI LILLY & COLLY | 127 funds | $5.3B |
Ranked by how many of BAI'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 BAI. 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.