| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | GTS SECURITIES LLC | $767K | 25K | ▼−42% Reduced · −18K sh | Q1 2026 | |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $477K | 15K | ▲+6.7% Added · +965 sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $331K | 11K | ▲New +11K sh | Q1 2026 | |
| 4 | Gradient Investments LLC | $246K | 8K | ▼−2.6% Reduced · −200 sh | Q2 2026 | |
| 5 | UBS Group AG | $43K | 1K | ▲New +1K sh | Q1 2026 | |
| 6 | JPMORGAN CHASE & CO | $26K | 851 | ▲New +851 sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $26K | 848 | —Held | Q1 2026 | |
| 8 | ARMSTRONG ADVISORY GROUP, INC | $19K | 587 | —Held | Q2 2026 | |
| 9 | AE Wealth Management LLC | $1K | 47 | ▼−67% Reduced · −97 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 | 13 funds | $196.1B |
| APPLE INCAAPL | 13 funds | $182.1B |
| MICROSOFT CORPMSFT | 13 funds | $146.5B |
| AMAZON.COM INCAMZN | 13 funds | $104.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 13 funds | $99.1B |
| ALPHABET INC-CL AGOOGL | 13 funds | $90.9B |
| BROADCOM INCAVGO | 13 funds | $85.8B |
| ALPHABET INC-CL CGOOG | 13 funds | $74.6B |
| META PLATFORMS INC-CLASS AMETA | 13 funds | $73.1B |
| ISHARES CORE S&P 500 ETFIVV | 13 funds | $61.9B |
| VANGUARD S&P 500 ETFVOO | 13 funds | $55.2B |
| JPMORGAN CHASE & COJPM | 13 funds | $54.3B |
Ranked by how many of BAMD's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| PTLmc | 67 funds | $410.4M |
| BAMGETF | 10 funds | $5.4M |
| BAMVETF | 9 funds | $4.3M |
| BAMDthis pageFUND | 9 funds | $1.9M |
| MSSSMONARCH SEL SUBS | 7 funds | $116.2M |
| NSINATIONAL SEC EME | 7 funds | $22.0M |
| MDPLMONARCH DIVID PL | 6 funds | $57.3M |
| 66537J879ETF | 6 funds | $1.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
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/BAMD/capital-change-brief"
Use Arkolith's capital_change_brief for BAMD. 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 BAMD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.