| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Arkadios Wealth Advisors | $1.9M | 58K | ▼−1.7% Reduced · −982 sh | Q1 2026 | |
| 2 | GTS SECURITIES LLC | $1.2M | 37K | ▲+46% Added · +12K sh | Q1 2026 | |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $664K | 20K | ▲New +20K sh | Q1 2026 | |
| 4 | Gradient Investments LLC | $253K | 7K | ▼−5.0% Reduced · −375 sh | Q2 2026 | |
| 5 | HARBOUR INVESTMENTS, INC. | $154K | 5K | ▲+472% Added · +4K sh | Q1 2026 | |
| 6 | UBS Group AG | $69K | 2K | ▲+360% Added · +2K sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $27K | 838 | —Held | Q1 2026 | |
| 8 | ARMSTRONG ADVISORY GROUP, INC | $20K | 576 | —Held | Q2 2026 | |
| 9 | AE Wealth Management LLC | $1K | 46 | ▼−66% Reduced · −88 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 |
|---|---|---|
| APPLE INCAAPL | 3 funds | $1.1B |
| NVIDIA CORPNVDA | 3 funds | $814.2M |
| ISHARES CORE S&P 500 ETFIVV | 3 funds | $636.9M |
| MICROSOFT CORPMSFT | 3 funds | $599.3M |
| AMAZON.COM INCAMZN | 3 funds | $546.0M |
| INVESCO QQQ TRUST SERIES 1QQQ | 3 funds | $531.7M |
| STE STR SPDR PT S&P 500 ETFSPYM | 3 funds | $426.5M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 3 funds | $414.4M |
| ALPHABET INC-CL CGOOG | 3 funds | $335.9M |
| VANGUARD S&P 500 ETFVOO | 3 funds | $333.4M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 3 funds | $303.5M |
| ALPHABET INC-CL AGOOGL | 3 funds | $299.0M |
Ranked by how many of BAMV'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 |
| BAMVthis pageETF | 9 funds | $4.3M |
| BAMDFUND | 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/BAMV/capital-change-brief"
Use Arkolith's capital_change_brief for BAMV. 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 BAMV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.