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/BBUS/capital-change-brief"
Use Arkolith's capital_change_brief for BBUS. 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 | $695.9M | 6.1M | ▲+39% Added · +1.7M sh | Q1 2026 | |
| 2 | LPL Financial LLC | $390.9M | 3.3M | ▲+7.5% Added · +234K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $367.5M | 3.1M | ▲+9.6% Added · +275K sh | Q1 2026 | |
| 4 | Norinchukin Bank, The | $288.1M | 2.5M | —Held | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $239.5M | 2.0M | ▲+12% Added · +213K sh | Q1 2026 | |
| 6 | Vestmark Advisory Solutions, Inc. | $210.5M | 1.8M | ▲+5.2% Added · +88K sh | Q1 2026 | |
| 7 | National Mutual Insurance Federation of Agricultural Coopera | $149.4M | 1.3M | —Held | Q1 2026 | |
| 8 | Cornerstone Wealth Management, LLC | $78.9M | 673K | ▲+0.5% Added · +3K sh | Q1 2026 | |
| 9 | Wealth Group Ltd | $84.7M | 629K | ▲+6.5% Added · +39K sh | Q2 2026 | |
| 10 | ASSETMARK, INC | $66.8M | 570K | ▲+2.7% Added · +15K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $65.8M | 562K | ▲+153% Added · +339K sh | Q1 2026 | |
| 12 | Integrated Wealth Concepts LLC | $65.8M | 561K | ▲+498% Added · +467K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $62.1M | 530K | ▲+5.5% Added · +27K sh | Q1 2026 | |
| 14 | KELLY FINANCIAL GROUP LLC | $70.8M | 526K | ▲+5.6% Added · +28K sh | Q2 2026 | |
| 15 | Perigon Wealth Management, LLC | $52.7M | 450K | ▲+3.9% Added · +17K sh | Q1 2026 | |
| 16 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $49.8M | 425K | ▲New +425K sh | Q1 2026 | |
| 17 | Tradition Wealth Management, LLC | $46.5M | 397K | ▲+11% Added · +39K sh | Q1 2026 | |
| 18 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $34.0M | 292K | ▲+5.4% Added · +15K sh | Q1 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $33.6M | 287K | ▲+13% Added · +33K sh | Q1 2026 | |
| 20 | Robertson Stephens Wealth Management, LLC | $30.0M | 256K | ▼−68% Reduced · −536K sh | Q1 2026 | |
| 21 | MML INVESTORS SERVICES, LLC | $24.9M | 213K | ▼−0.8% Reduced · −2K sh | Q1 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $19.6M | 167K | ▲+115% Added · +90K sh | Q1 2026 | |
| 23 | CWM, LLC | $19.2M | 164K | ▲+11% Added · +16K sh | Q1 2026 | |
| 24 | Gradient Investments LLC | $20.0M | 149K | ▲+1.0% Added · +1K sh | Q2 2026 | |
| 25 | AMERIPRISE FINANCIAL INC | $17.4M | 145K | ▲+20% Added · +24K 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 | 73 funds | $21.1B |
| MICROSOFT CORPMSFT | 73 funds | $16.0B |
| VANGUARD S&P 500 ETFVOO | 73 funds | $10.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 73 funds | $9.4B |
| BROADCOM INCAVGO | 73 funds | $7.9B |
| ALPHABET INC-CL CGOOG | 73 funds | $7.6B |
| JPMORGAN CHASE & COJPM | 73 funds | $7.3B |
| META PLATFORMS INC-CLASS AMETA | 73 funds | $6.4B |
| WALMART INCWMT | 73 funds | $4.3B |
| VANGUARD FTSE DEVELOPED ETFVEA | 73 funds | $4.3B |
| VISA INC-CLASS A SHARESV | 73 funds | $4.0B |
| ELI LILLY & COLLY | 73 funds | $3.9B |
Ranked by how many of BBUS'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 BBUS. 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.