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/BBRE/capital-change-brief"
Use Arkolith's capital_change_brief for BBRE. 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 | $414.3M | 4.4M | ▲+4.4% Added · +185K sh | Q1 2026 | |
| 2 | HighTower Advisors, LLC | $37.5M | 392K | ▼−29% Reduced · −160K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $35.5M | 371K | ▼−1.6% Reduced · −6K sh | Q1 2026 | |
| 4 | Bleakley Financial Group, LLC | $27.0M | 282K | ▲+802% Added · +251K sh | Q1 2026 | |
| 5 | Concurrent Investment Advisors, LLC | $13.4M | 140K | ▲New +140K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $12.4M | 129K | ▲+3.3% Added · +4K sh | Q1 2026 | |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $12.0M | 126K | ▲+6.9% Added · +8K sh | Q1 2026 | |
| 8 | TWO SIGMA INVESTMENTS, LP | $4.3M | 45K | ▲+152% Added · +27K sh | Q1 2026 | |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.7M | 28K | ▲+91% Added · +13K sh | Q1 2026 | |
| 10 | Corient Private Wealth LLC | $2.6M | 28K | ▼−3.2% Reduced · −909 sh | Q1 2026 | |
| 11 | CITADEL ADVISORS LLC | $1.7M | 18K | ▲New +18K sh | Q1 2026 | |
| 12 | LPL Financial LLC | $1.7M | 18K | ▲+5.1% Added · +850 sh | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $1.5M | 16K | ▼−31% Reduced · −7K sh | Q1 2026 | |
| 14 | Private Advisor Group, LLC | $619K | 6K | ▼−14% Reduced · −1K sh | Q1 2026 | |
| 15 | IFC & Insurance Marketing, Inc. | $634K | 6K | ▲+0.4% Added · +26 sh | Q2 2026 | |
| 16 | Mutual Advisors, LLC | $308K | 3K | ▲+0.3% Added · +9 sh | Q1 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $300K | 3K | ▲+35% Added · +805 sh | Q1 2026 | |
| 18 | MERCER GLOBAL ADVISORS INC /ADV | $233K | 2K | ▼−64% Reduced · −4K sh | Q1 2026 | |
| 19 | Gladstone Institutional Advisory LLC | $230K | 2K | ▲New +2K sh | Q1 2026 | |
| 20 | Farther Finance Advisors, LLC | $205K | 2K | ▼−17% Reduced · −431 sh | Q1 2026 | |
| 21 | Tower Research Capital LLC (TRC) | $187K | 2K | ▲New +2K sh | Q1 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $122K | 1K | ▲+8.3% Added · +97 sh | Q1 2026 | |
| 23 | UBS Group AG | $115K | 1K | ▼−52% Reduced · −1K sh | Q1 2026 | |
| 24 | FIFTH THIRD BANCORP | $93K | 967 | ▲+384% Added · +767 sh | Q1 2026 | |
| 25 | KERR FINANCIAL PLANNING Corp | $99K | 925 | —Held | Q2 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 | 22 funds | $11.1B |
| APPLE INCAAPL | 22 funds | $10.0B |
| MICROSOFT CORPMSFT | 22 funds | $8.2B |
| ISHARES CORE S&P 500 ETFIVV | 22 funds | $7.9B |
| AMAZON.COM INCAMZN | 22 funds | $7.4B |
| ALPHABET INC-CL AGOOGL | 22 funds | $5.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 22 funds | $5.2B |
| BROADCOM INCAVGO | 22 funds | $4.4B |
| ALPHABET INC-CL CGOOG | 22 funds | $4.2B |
| META PLATFORMS INC-CLASS AMETA | 22 funds | $3.9B |
| JPMORGAN CHASE & COJPM | 22 funds | $3.7B |
| STE STR SPDR PT DW EU ETFSPDW | 22 funds | $2.9B |
Ranked by how many of BBRE'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 BBRE. 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.