| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $101.4M | 2.2M | ▲+4.0% Added · +85K sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $64.7M | 1.4M | ▲+4.7% Added · +63K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $41.9M | 915K | ▼−14% Reduced · −154K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $28.3M | 617K | ▼−4.1% Reduced · −26K sh | Q1 2026 | |
| 5 | HighTower Advisors, LLC | $23.0M | 502K | ▲+3.2% Added · +16K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $20.2M | 442K | ▼−55% Reduced · −548K sh | Q1 2026 | |
| 7 | Ocean Park Asset Management, LLC | $12.2M | 266K | —Held | Q1 2026 | |
| 8 | Vestmark Advisory Solutions, Inc. | $8.5M | 186K | ▼−43% Reduced · −142K sh | Q1 2026 | |
| 9 | BlackRock, Inc. | $7.8M | 170K | ▼−40% Reduced · −111K sh | Q1 2026 | |
| 10 | JANE STREET GROUP, LLC | $6.2M | 135K | ▼−18% Reduced · −29K sh | Q1 2026 | |
| 11 | WCG Wealth Advisors LLC | $5.6M | 121K | ▼−3.9% Reduced · −5K sh | Q1 2026 | |
| 12 | MISSION WEALTH MANAGEMENT, LP | $5.6M | 121K | ▲+26% Added · +25K sh | Q2 2026 | |
| 13 | Vawter Financial, Ltd. | $5.5M | 121K | ▲+7.5% Added · +8K sh | Q1 2026 | |
| 14 | Royal Fund Management, LLC | $5.4M | 116K | ▲+4.5% Added · +5K sh | Q2 2026 | |
| 15 | Empowered Funds, LLC | $5.1M | 111K | ▲+13% Added · +13K sh | Q1 2026 | |
| 16 | Windsor Capital Management, LLC | $4.9M | 106K | ▼−2.1% Reduced · −2K sh | Q2 2026 | |
| 17 | ASSETMARK, INC | $4.3M | 94K | ▼−35% Reduced · −50K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $3.8M | 82K | ▼−1.3% Reduced · −1K sh | Q1 2026 | |
| 19 | RAYMOND JAMES FINANCIAL INC | $3.4M | 75K | ▲+8.1% Added · +6K sh | Q1 2026 | |
| 20 | Cetera Investment Advisers | $3.2M | 70K | ▼−27% Reduced · −27K sh | Q1 2026 | |
| 21 | Summit Financial, LLC | $2.9M | 64K | ▲New +64K sh | Q1 2026 | |
| 22 | PRINCIPAL SECURITIES, INC. | $2.2M | 49K | ▲+72% Added · +21K sh | Q1 2026 | |
| 23 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $2.0M | 44K | ▲New +44K sh | Q1 2026 | |
| 24 | FIFTH THIRD SECURITIES, INC. | $1.7M | 37K | ▲+301% Added · +27K sh | Q2 2026 | |
| 25 | CreativeOne Wealth, LLC | $1.5M | 34K | ▼−11% Reduced · −4K 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 |
|---|---|---|
| APPLE INCAAPL | 31 funds | $11.5B |
| NVIDIA CORPNVDA | 31 funds | $11.5B |
| MICROSOFT CORPMSFT | 31 funds | $9.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 31 funds | $8.2B |
| ISHARES CORE S&P 500 ETFIVV | 31 funds | $7.7B |
| AMAZON.COM INCAMZN | 31 funds | $6.6B |
| VANGUARD S&P 500 ETFVOO | 31 funds | $6.2B |
| BROADCOM INCAVGO | 31 funds | $4.7B |
| META PLATFORMS INC-CLASS AMETA | 31 funds | $3.8B |
| ALPHABET INC-CL CGOOG | 31 funds | $3.8B |
| JPMORGAN CHASE & COJPM | 31 funds | $3.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 31 funds | $3.3B |
Ranked by how many of BBHY's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/BBHY/capital-change-brief"
Use Arkolith's capital_change_brief for BBHY. 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 BBHY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.