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/BALI/capital-change-brief"
Use Arkolith's capital_change_brief for BALI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $70.6M | 2.3M | ▲+32% Added · +559K sh | Q1 2026 | |
| 2 | AMERIPRISE FINANCIAL INC | $63.8M | 2.1M | ▲+15% Added · +274K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $57.3M | 1.9M | ▲+10% Added · +173K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $56.5M | 1.8M | ▲+9.1% Added · +152K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $37.4M | 1.2M | ▲+66% Added · +483K sh | Q1 2026 | |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $28.4M | 921K | ▲+65% Added · +363K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $27.2M | 884K | ▲+220% Added · +608K sh | Q1 2026 | |
| 8 | Avior Wealth Management, LLC | $22.0M | 713K | ▲New +713K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $19.7M | 639K | ▲+9.1% Added · +53K sh | Q1 2026 | |
| 10 | Vestmark Advisory Solutions, Inc. | $16.2M | 524K | ▼−0.7% Reduced · −4K sh | Q1 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $14.9M | 484K | ▲+26% Added · +101K sh | Q1 2026 | |
| 12 | JPMORGAN CHASE & CO | $13.6M | 452K | ▲+47% Added · +144K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $10.5M | 342K | ▲+8.2% Added · +26K sh | Q1 2026 | |
| 14 | Patriot Financial Group Insurance Agency, LLC | $10.9M | 321K | ▼−48% Reduced · −291K sh | Q2 2026 | |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $9.5M | 308K | ▲+6.2% Added · +18K sh | Q1 2026 | |
| 16 | ASSETMARK, INC | $8.4M | 273K | ▲+1.2% Added · +3K sh | Q1 2026 | |
| 17 | Envestnet Portfolio Solutions, Inc. | $8.4M | 272K | ▲+22% Added · +50K sh | Q1 2026 | |
| 18 | U.S. Capital Wealth Advisors, LLC | $8.1M | 262K | ▲+0.5% Added · +1K sh | Q1 2026 | |
| 19 | Next Level Private LLC | $6.6M | 196K | ▲+33% Added · +48K sh | Q2 2026 | |
| 20 | Equitable Holdings, Inc. | $5.8M | 183K | ▲+36% Added · +48K sh | Q1 2026 | |
| 21 | DIVERSIFY WEALTH MANAGEMENT, LLC | $5.6M | 170K | ▲+108% Added · +88K sh | Q1 2026 | |
| 22 | MML INVESTORS SERVICES, LLC | $4.8M | 156K | ▲+2.8% Added · +4K sh | Q1 2026 | |
| 23 | Sanctuary Advisors, LLC | $3.8M | 123K | ▲+6.3% Added · +7K sh | Q1 2026 | |
| 24 | INDEPENDENT FINANCIAL GROUP, LLC | $3.6M | 106K | ▲+9.8% Added · +9K sh | Q2 2026 | |
| 25 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $3.2M | 105K | ▲New +105K 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 | 50 funds | $16.7B |
| MICROSOFT CORPMSFT | 50 funds | $10.6B |
| ALPHABET INC-CL AGOOGL | 50 funds | $7.6B |
| BROADCOM INCAVGO | 50 funds | $6.2B |
| JPMORGAN CHASE & COJPM | 50 funds | $5.1B |
| ALPHABET INC-CL CGOOG | 50 funds | $4.8B |
| ISHARES CORE MSCI EMERGINGIEMG | 50 funds | $4.0B |
| VANGUARD FTSE DEVELOPED ETFVEA | 50 funds | $3.3B |
| EXXON MOBIL CORPXOM | 50 funds | $3.2B |
| SPDR GOLD SHARESGLD | 50 funds | $3.1B |
| TESLA INCTSLA | 50 funds | $3.0B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 50 funds | $2.9B |
Ranked by how many of BALI'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 BALI. 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.