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/BBBS/capital-change-brief"
Use Arkolith's capital_change_brief for BBBS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | $54.4M | 1.1M | ▼−3.5% Reduced · −38K sh | Q2 2026 | |
| 2 | Lido Advisors, LLC | $6.6M | 130K | ▲New +130K sh | Q1 2026 | |
| 3 | Strait & Sound Wealth Management LLC | $6.2M | 121K | ▲+11% Added · +12K sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $5.7M | 111K | ▲New +111K sh | Q1 2026 | |
| 5 | STIFEL FINANCIAL CORP | $5.3M | 104K | ▲+8.2% Added · +8K sh | Q1 2026 | |
| 6 | Brown Financial Advisors | $3.8M | 74K | ▲+31% Added · +17K sh | Q1 2026 | |
| 7 | S&A Financial Services, Inc. | $3.1M | 60K | ▲New +60K sh | Q1 2026 | |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.4M | 47K | ▲New +47K sh | Q2 2026 | |
| 9 | Paladin Wealth, LLC | $2.4M | 47K | ▲+19% Added · +7K sh | Q2 2026 | |
| 10 | HighTower Advisors, LLC | $762K | 15K | ▲New +15K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $655K | 13K | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 12 | CWM, LLC | $368K | 7K | ▲+11% Added · +704 sh | Q1 2026 | |
| 13 | CITADEL ADVISORS LLC | $337K | 7K | ▼−94% Reduced · −111K sh | Q1 2026 | |
| 14 | KINTRA WEALTH, LLC | $292K | 6K | ▼−0.9% Reduced · −51 sh | Q1 2026 | |
| 15 | Advisory Services Network, LLC | $241K | 5K | ▲New +5K sh | Q1 2026 | |
| 16 | JANE STREET GROUP, LLC | $228K | 4K | ▼−82% Reduced · −21K sh | Q1 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $217K | 4K | ▼−34% Reduced · −2K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $22K | 435 | —Held | Q1 2026 | |
| 19 | Allworth Financial LP | $6K | 116 | —Held | Q1 2026 | |
| 20 | IFP Advisors, Inc | $3K | 50 | —Held | Q1 2026 | |
| 21 | MORGAN STANLEY | $3K | 49 | —Held | Q1 2026 | |
| 22 | FMR LLC | $395 | 8 | —Held | 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 | 7 funds | $5.4B |
| ISHARES CORE S&P 500 ETFIVV | 7 funds | $4.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 7 funds | $3.7B |
| APPLE INCAAPL | 7 funds | $3.6B |
| AMAZON.COM INCAMZN | 7 funds | $2.8B |
| MICROSOFT CORPMSFT | 7 funds | $2.5B |
| ALPHABET INC-CL AGOOGL | 7 funds | $1.6B |
| BROADCOM INCAVGO | 7 funds | $1.6B |
| META PLATFORMS INC-CLASS AMETA | 7 funds | $1.5B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 7 funds | $1.5B |
| ALPHABET INC-CL CGOOG | 7 funds | $1.3B |
| JPMORGAN CHASE & COJPM | 7 funds | $1.2B |
Ranked by how many of BBBS'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 BBBS. 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.