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/BBAX/capital-change-brief"
Use Arkolith's capital_change_brief for BBAX. 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 | $5.0B | 85.4M | ▲+2.0% Added · +1.7M sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $561.1M | 9.4M | ▲+9.6% Added · +831K sh | Q1 2026 | |
| 3 | JANUS HENDERSON GROUP PLC | $26.5M | 445K | ▼−5.2% Reduced · −24K sh | Q1 2026 | |
| 4 | AIA Group Ltd | $21.8M | 366K | ▼−1.7% Reduced · −6K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $21.7M | 364K | ▲+8.6% Added · +29K sh | Q1 2026 | |
| 6 | SIMON QUICK ADVISORS, LLC | $10.2M | 172K | ▼−0.8% Reduced · −1K sh | Q1 2026 | |
| 7 | Financial Management Professionals, Inc. | $9.3M | 155K | ▲New +155K sh | Q2 2026 | |
| 8 | LPL Financial LLC | $5.7M | 96K | ▲+41% Added · +28K sh | Q1 2026 | |
| 9 | UBS Group AG | $5.4M | 92K | ▲+15% Added · +12K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $4.3M | 73K | ▲+5.1% Added · +4K sh | Q1 2026 | |
| 11 | PGIM Custom Harvest LLC | $4.2M | 70K | ▲+2.5% Added · +2K sh | Q1 2026 | |
| 12 | JANE STREET GROUP, LLC | $3.9M | 66K | ▼−10% Reduced · −7K sh | Q1 2026 | |
| 13 | SYON CAPITAL LLC | $2.8M | 47K | ▲+5.5% Added · +2K sh | Q1 2026 | |
| 14 | CITADEL ADVISORS LLC | $2.7M | 46K | ▲New +46K sh | Q1 2026 | |
| 15 | Badgley Phelps Wealth Managers, LLC | $2.3M | 39K | ▼−84% Reduced · −209K sh | Q1 2026 | |
| 16 | CHOREO, LLC | $2.2M | 37K | ▲+0.6% Added · +221 sh | Q1 2026 | |
| 17 | Quantinno Capital Management LP | $2.1M | 36K | ▲+41% Added · +10K sh | Q1 2026 | |
| 18 | CWM, LLC | $2.1M | 35K | ▲+196% Added · +23K sh | Q1 2026 | |
| 19 | Rockefeller Capital Management L.P. | $2.0M | 34K | ▼−13% Reduced · −5K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $1.6M | 27K | ▼−6.2% Reduced · −2K sh | Q1 2026 | |
| 21 | OLD NATIONAL BANCORP /IN/ | $1.5M | 25K | —Held | Q1 2026 | |
| 22 | OneDigital Investment Advisors LLC | $1.4M | 23K | ▲+175% Added · +15K sh | Q1 2026 | |
| 23 | MML INVESTORS SERVICES, LLC | $1.3M | 21K | ▼−15% Reduced · −4K sh | Q1 2026 | |
| 24 | Beacon Pointe Advisors, LLC | $1.2M | 20K | ▲New +20K sh | Q1 2026 | |
| 25 | Creative Planning | $1.2M | 20K | ▲+134% Added · +11K 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 | 54 funds | $16.0B |
| ALPHABET INC-CL CGOOG | 54 funds | $7.8B |
| JPMORGAN CHASE & COJPM | 54 funds | $7.4B |
| BROADCOM INCAVGO | 54 funds | $7.4B |
| EXXON MOBIL CORPXOM | 54 funds | $4.2B |
| ELI LILLY & COLLY | 54 funds | $4.1B |
| COSTCO WHOLESALE CORPCOST | 54 funds | $4.1B |
| VISA INC-CLASS A SHARESV | 54 funds | $3.8B |
| MASTERCARD INC - AMA | 54 funds | $3.1B |
| CHEVRON CORPCVX | 54 funds | $3.0B |
| PROCTER & GAMBLE CO/THEPG | 54 funds | $2.4B |
| CATERPILLAR INCCAT | 54 funds | $2.2B |
Ranked by how many of BBAX'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 BBAX. 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.