Among active 13F managers last quarter, 1 opened and 2 added, while 3 reduced; the largest holder to move was GTS Securities LLC (+46%).
13 tracked 13F filers disclose a position in BAMV as of the latest SEC 13F filings, a combined $5.8M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Arkadios Wealth Advisors | 58K | $2.1M | ▲+0.5% Added · +308 sh | Q2 2026 | |
| 2 | GTS Securities LLC | 37K | $1.2M | ▲+46% Added · +12K sh | Q1 2026 | |
| 3 | Chris Bulman Inc | 21K | $727K | ▼−1.8% Reduced · −383 sh | Q2 2026 | |
| 4 | Susquehanna International Group, LLP | 20K | $664K | ▲New +20K sh | Q1 2026 | |
| 5 | FSA Advisors, Inc. | 10K | $348K | ▼−6.1% Reduced · −644 sh | Q2 2026 | |
| 6 | Impact Partnership Wealth, LLC | 8K | $264K | ▲+17% Added · +1K sh | Q2 2026 | |
| 7 | Gradient Investments LLC | 7K | $253K | ▼−5.0% Reduced · −375 sh | Q2 2026 | |
| 8 | Harbour Investments, Inc. | 5K | $154K | ▲+472% Added · +4K sh | Q1 2026 | |
| 9 | UBS Group AG | 2K | $69K | ▲+360% Added · +2K sh | Q1 2026 | |
| 10 | Osaic Holdings, Inc. | 838 | $27K | —Held | Q1 2026 | |
| 11 | Oakmont Advisory Group, LLC | 791 | $28K | ▲New +791 sh | Q2 2026 | |
| 12 | Armstrong Advisory Group, Inc | 576 | $20K | —Held | Q2 2026 | |
| 13 | AE Wealth Management LLC | 46 | $1K | ▼−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.
Last quarter, 1 fund opened a new position in BAMV and 2 added to an existing one, while 3 reduced. 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 | Their position there |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 7 funds | $486.7M |
| Ste STR SPDR PT S&P 500 ETFSPYM | 7 funds | $467.7M |
| Invesco QQQ Trust Series 1QQQ | 7 funds | $348.8M |
| Apple IncAAPL | 7 funds | $346.7M |
| Nvidia CorpNVDA | 7 funds | $342.0M |
| Vanguard S&P 500 ETFVOO | 7 funds | $337.9M |
| Microsoft CorpMSFT | 7 funds | $243.4M |
| Amazon.com IncAMZN | 7 funds | $230.1M |
| SS SPDR S&P 500 ETF Trust-USSPY | 7 funds | $186.1M |
| Alphabet Inc-CL CGOOG | 7 funds | $152.4M |
| Meta Platforms Inc-Class AMETA | 7 funds | $125.8M |
| Broadcom IncAVGO | 7 funds | $125.7M |
Ranked by how many of BAMV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BAMV.
| Class | 13F holders | Value held |
|---|---|---|
| PTLmc | 110 funds | $544.0M |
| BAMGETF | 13 funds | $7.6M |
| BAMVthis pageETF | 13 funds | $5.8M |
| NSINATL SEC EME ETF | 11 funds | $26.7M |
| BAMDFUND | 11 funds | $3.0M |
| MSSSMONARCH SEL SUBS | 8 funds | $140.6M |
| 66537J879ETF | 8 funds | $1.8M |
| MVFGMONARCH VOL FACT | 7 funds | $167.9M |
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.
Connected entities for BAMV
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 + the live filing stream, joined for BAMV. Filings are public domain, sourced to SEC EDGAR.