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/BBAG/capital-change-brief"
Use Arkolith's capital_change_brief for BBAG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $221.4M | 4.8M | ▲+4.7% Added · +217K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $101.7M | 2.2M | ▲+4.1% Added · +88K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $41.4M | 898K | ▲+5.5% Added · +47K sh | Q1 2026 | |
| 4 | Tradition Wealth Management, LLC | $18.8M | 406K | ▲+92% Added · +195K sh | Q1 2026 | |
| 5 | Apella Capital, LLC | $14.7M | 322K | ▼−6.6% Reduced · −23K sh | Q2 2026 | |
| 6 | MORGAN STANLEY | $11.5M | 249K | ▲+9.7% Added · +22K sh | Q1 2026 | |
| 7 | Heck Capital Advisors, LLC | $10.9M | 237K | ▲+8.4% Added · +18K sh | Q2 2026 | |
| 8 | Cetera Investment Advisers | $10.2M | 221K | ▼−1.5% Reduced · −3K sh | Q1 2026 | |
| 9 | HighTower Advisors, LLC | $7.8M | 169K | ▼~0% Reduced · −44 sh | Q1 2026 | |
| 10 | CWM, LLC | $6.2M | 134K | ▲+10% Added · +12K sh | Q1 2026 | |
| 11 | Kestra Advisory Services, LLC | $4.0M | 86K | ▼−7.4% Reduced · −7K sh | Q1 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $3.4M | 74K | ▼−1.9% Reduced · −1K sh | Q1 2026 | |
| 13 | JANE STREET GROUP, LLC | $3.3M | 72K | ▼−83% Reduced · −341K sh | Q1 2026 | |
| 14 | KELLY FINANCIAL GROUP LLC | $3.0M | 65K | ▼−3.8% Reduced · −3K sh | Q2 2026 | |
| 15 | Ascent Group, LLC | $2.9M | 63K | ▲+11% Added · +6K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $2.6M | 56K | ▼−15% Reduced · −9K sh | Q1 2026 | |
| 17 | CGN Advisors LLC | $2.5M | 54K | ▼−11% Reduced · −7K sh | Q2 2026 | |
| 18 | BAILARD, INC. | $2.2M | 48K | ▼−14% Reduced · −8K sh | Q1 2026 | |
| 19 | GREAT VALLEY ADVISOR GROUP, INC. | $1.9M | 41K | ▲+32% Added · +10K sh | Q1 2026 | |
| 20 | CITADEL ADVISORS LLC | $1.7M | 37K | ▼−42% Reduced · −27K sh | Q1 2026 | |
| 21 | Kovack Advisors, Inc. | $1.6M | 35K | ▼−0.1% Reduced · −56 sh | Q1 2026 | |
| 22 | MML INVESTORS SERVICES, LLC | $1.5M | 32K | ▼−27% Reduced · −12K sh | Q1 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $1.1M | 25K | ▼−6.2% Reduced · −2K sh | Q1 2026 | |
| 24 | Geneos Wealth Management Inc. | $831K | 18K | ▼−17% Reduced · −4K sh | Q1 2026 | |
| 25 | Berger Financial Group, Inc | $800K | 17K | ▼−21% Reduced · −5K 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 | 33 funds | $11.2B |
| MICROSOFT CORPMSFT | 33 funds | $6.4B |
| ALPHABET INC-CL AGOOGL | 33 funds | $4.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 33 funds | $4.0B |
| META PLATFORMS INC-CLASS AMETA | 33 funds | $3.6B |
| BROADCOM INCAVGO | 33 funds | $3.6B |
| JPMORGAN CHASE & COJPM | 33 funds | $3.2B |
| VANGUARD VALUE ETFVTV | 33 funds | $2.2B |
| TESLA INCTSLA | 33 funds | $2.2B |
| MICRON TECHNOLOGY INCMU | 33 funds | $2.1B |
| COSTCO WHOLESALE CORPCOST | 33 funds | $1.8B |
| SPDR GOLD SHARESGLD | 33 funds | $1.7B |
Ranked by how many of BBAG'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 BBAG. 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.