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.
| # | 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 | Ausdal Financial Partners, Inc. | $20.1M | 436K | ▲+3.4% Added · +14K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $13.9M | 301K | ▼−2.1% Reduced · −7K sh | Q1 2026 | |
| 11 | ALM First Financial Advisors, LLC | $11.1M | 282K | ▲+21% Added · +48K sh | Q2 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $12.8M | 277K | ▼−5.1% Reduced · −15K sh | Q1 2026 | |
| 13 | Cambria Investment Management, L.P. | $12.6M | 273K | ▼−3.1% Reduced · −9K sh | Q1 2026 | |
| 14 | MML INVESTORS SERVICES, LLC | $10.7M | 231K | ▼−15% Reduced · −40K sh | Q1 2026 | |
| 15 | Empowered Funds, LLC | $10.4M | 226K | ▲+11% Added · +23K sh | Q1 2026 | |
| 16 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $9.6M | 209K | ▲+31% Added · +50K sh | Q1 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $7.9M | 171K | ▼−13% Reduced · −26K sh | Q1 2026 | |
| 18 | STIFEL FINANCIAL CORP | $7.7M | 167K | ▼−17% Reduced · −33K sh | Q1 2026 | |
| 19 | Steward Partners Investment Advisory, LLC | $5.5M | 118K | ▼−28% Reduced · −46K sh | Q1 2026 | |
| 20 | U.S. Capital Wealth Advisors, LLC | $4.9M | 106K | ▼−22% Reduced · −30K sh | Q1 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $4.8M | 104K | ▲+3.0% Added · +3K sh | Q1 2026 | |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.7M | 79K | ▼−12% Reduced · −11K sh | Q1 2026 | |
| 23 | MERCER GLOBAL ADVISORS INC /ADV | $3.5M | 77K | ▼−5.1% Reduced · −4K sh | Q1 2026 | |
| 24 | Belpointe Asset Management LLC | $3.3M | 71K | ▲New +71K sh | Q1 2026 | |
| 25 | MORGAN STANLEY | $3.2M | 69K | ▲+3.7% Added · +2K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 57 funds | $13.3B |
| JPMORGAN CHASE & COJPM | 57 funds | $6.4B |
| ALPHABET INC-CL CGOOG | 57 funds | $5.5B |
| ELI LILLY & COLLY | 57 funds | $4.8B |
| TESLA INCTSLA | 57 funds | $3.7B |
| VISA INC-CLASS A SHARESV | 57 funds | $3.0B |
| CHEVRON CORPCVX | 57 funds | $2.6B |
| CATERPILLAR INCCAT | 57 funds | $2.2B |
| MASTERCARD INC - AMA | 57 funds | $1.8B |
| CISCO SYSTEMS INCCSCO | 57 funds | $1.8B |
| UNITEDHEALTH GROUP INCUNH | 57 funds | $1.7B |
| SS TECHNOLOGY SELECT SECTORXLK | 57 funds | $1.6B |
Ranked by how many of BAR'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 BAR. 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.