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/BBIN/capital-change-brief"
Use Arkolith's capital_change_brief for BBIN. 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 | $4.0B | 55.7M | ▼−1.0% Reduced · −572K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $192.2M | 2.6M | ▼−26% Reduced · −946K sh | Q1 2026 | |
| 3 | Integrated Wealth Concepts LLC | $169.3M | 2.3M | ▲+15% Added · +301K sh | Q1 2026 | |
| 4 | JANE STREET GROUP, LLC | $57.6M | 788K | ▲New +788K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $47.6M | 651K | ▼−25% Reduced · −222K sh | Q1 2026 | |
| 6 | Aptus Capital Advisors, LLC | $45.1M | 617K | ▲+3.8% Added · +23K sh | Q1 2026 | |
| 7 | ASSETMARK, INC | $32.1M | 439K | ▼−4.2% Reduced · −19K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $28.1M | 384K | ▲+2.2% Added · +8K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $26.3M | 360K | ▼−27% Reduced · −132K sh | Q1 2026 | |
| 10 | Perigon Wealth Management, LLC | $24.9M | 340K | ▼−27% Reduced · −125K sh | Q1 2026 | |
| 11 | LPL Financial LLC | $20.2M | 277K | ▼−3.5% Reduced · −10K sh | Q1 2026 | |
| 12 | Pallas Capital Advisors LLC | $19.0M | 260K | ▼−47% Reduced · −229K sh | Q1 2026 | |
| 13 | Advisory Services Network, LLC | $16.7M | 229K | ▼−0.5% Reduced · −1K sh | Q1 2026 | |
| 14 | Gateway Wealth Partners, LLC | $16.5M | 226K | ▲+139% Added · +131K sh | Q1 2026 | |
| 15 | WNY Asset Management, LLC | $15.2M | 207K | ▲+15% Added · +27K sh | Q1 2026 | |
| 16 | Neuberger Berman Group LLC | $15.0M | 205K | ▲New +205K sh | Q1 2026 | |
| 17 | ROTHSCHILD INVESTMENT LLC | $14.2M | 194K | ▲+2.8% Added · +5K sh | Q1 2026 | |
| 18 | Clearstead Advisors, LLC | $13.6M | 186K | ▲New +186K sh | Q1 2026 | |
| 19 | Focus Partners Wealth | $11.6M | 159K | ▼−3.8% Reduced · −6K sh | Q1 2026 | |
| 20 | RAYMOND JAMES FINANCIAL INC | $11.6M | 158K | ▲+155% Added · +96K sh | Q1 2026 | |
| 21 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | $11.1M | 152K | ▲+0.6% Added · +835 sh | Q1 2026 | |
| 22 | Graney & King, LLC | $10.8M | 148K | ▲+10% Added · +14K sh | Q1 2026 | |
| 23 | Jacobi Capital Management LLC | $8.1M | 110K | ▲+13% Added · +13K sh | Q1 2026 | |
| 24 | HSBC HOLDINGS PLC | $8.0M | 109K | ▲+24% Added · +21K sh | Q1 2026 | |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $7.7M | 106K | ▲+11% Added · +10K 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 | 46 funds | $12.0B |
| ISHARES CORE S&P 500 ETFIVV | 46 funds | $11.3B |
| MICROSOFT CORPMSFT | 46 funds | $10.3B |
| VANGUARD S&P 500 ETFVOO | 46 funds | $8.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 46 funds | $7.0B |
| BROADCOM INCAVGO | 46 funds | $4.9B |
| JPMORGAN CHASE & COJPM | 46 funds | $4.7B |
| ALPHABET INC-CL CGOOG | 46 funds | $4.5B |
| META PLATFORMS INC-CLASS AMETA | 46 funds | $4.3B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 46 funds | $3.6B |
| VANGUARD GROWTH ETFVUG | 46 funds | $3.4B |
| ISHARES CORE MSCI EAFE ETFIEFA | 46 funds | $3.3B |
Ranked by how many of BBIN'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 BBIN. 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.