163 tracked 13F filers disclose a position in BAR as of the latest SEC 13F filings, a combined $668.0M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $116.1M | 2.5M | ▼−2.7% Reduced · −69K sh | Q1 2026 | |
| 2 | Richard Bernstein Advisors LLC | $99.3M | 2.2M | ▼−2.0% Reduced · −44K sh | Q1 2026 | |
| 3 | Bank of New York Mellon Corp | $31.9M | 692K | ▼−0.9% Reduced · −7K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $30.2M | 655K | ▲+26% Added · +135K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $29.1M | 630K | ▼−8.4% Reduced · −58K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $26.4M | 573K | ▼−4.0% Reduced · −24K sh | Q1 2026 | |
| 7 | Rockefeller Capital Management L.P. | $21.2M | 460K | ▼−0.9% Reduced · −4K sh | Q1 2026 | |
| 8 | BRANDYWINE OAK PRIVATE WEALTH LLC | $17.9M | 453K | ▲+5.1% Added · +22K sh | Q2 2026 | |
| 9 | LAKE STREET PRIVATE WEALTH, LLC | $16.1M | 408K | ▲+0.2% Added · +1K sh | Q2 2026 | |
| 10 | China Universal Asset Management Co., Ltd. | $12.0M | 303K | —Held | Q2 2026 | |
| 11 | Cetera Investment Advisers | $13.9M | 301K | ▼−2.1% Reduced · −7K sh | Q1 2026 | |
| 12 | MML INVESTORS SERVICES, LLC | $11.9M | 301K | ▲+30% Added · +69K sh | Q2 2026 | |
| 13 | ALM First Financial Advisors, LLC | $11.1M | 282K | ▲+21% Added · +48K sh | Q2 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $12.8M | 277K | ▼−5.1% Reduced · −15K sh | Q1 2026 | |
| 15 | Columbus Macro, LLC | $9.9M | 250K | ▲+2.2% Added · +5K sh | Q2 2026 | |
| 16 | Empowered Funds, LLC | $10.4M | 226K | ▲+11% Added · +23K sh | Q1 2026 | |
| 17 | Arax Advisory Partners | $8.6M | 218K | ▲36× Added · +212K sh | Q2 2026 | |
| 18 | Ausdal Financial Partners, Inc. | $8.5M | 216K | ▼−50% Reduced · −219K sh | Q2 2026 | |
| 19 | Advyzon Investment Management, LLC | $8.4M | 211K | ▼−52% Reduced · −227K sh | Q2 2026 | |
| 20 | Mason & Associates Inc | $8.2M | 206K | ▲+6.9% Added · +13K sh | Q2 2026 | |
| 21 | a16z Perennial Management, L.P. | $7.2M | 182K | ▲Added Added · +182K sh | Q2 2026 | |
| 22 | RAYMOND JAMES FINANCIAL INC | $7.9M | 171K | ▼−13% Reduced · −26K sh | Q1 2026 | |
| 23 | STIFEL FINANCIAL CORP | $7.7M | 167K | ▼−17% Reduced · −33K sh | Q1 2026 | |
| 24 | Brendel Financial Advisors LLC | $5.8M | 147K | —Held | Q2 2026 | |
| 25 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $5.0M | 126K | ▼−39% Reduced · −82K sh | Q2 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, 4 funds opened a new position in BAR and 21 added to an existing one, while 18 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 90 funds | $36.1B |
| MICROSOFT CORPMSFT | 90 funds | $28.7B |
| NVIDIA CORPNVDA | 89 funds | $44.6B |
| ALPHABET INC-CL CGOOG | 89 funds | $11.4B |
| AMAZON.COM INCAMZN | 88 funds | $20.4B |
| ALPHABET INC-CL AGOOGL | 88 funds | $17.6B |
| BROADCOM INCAVGO | 88 funds | $15.7B |
| JPMORGAN CHASE & COJPM | 84 funds | $8.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 83 funds | $6.1B |
| ELI LILLY & COLLY | 82 funds | $10.0B |
| WALMART INCWMT | 82 funds | $4.8B |
| META PLATFORMS INC-CLASS AMETA | 81 funds | $10.2B |
Ranked by how many of BAR's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for BAR
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/BAR/capital-change-brief"
Use Arkolith's capital_change_brief for BAR. 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 BAR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.