| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Divisadero Street Capital Management, LP | $38.4M | 1.0M | ▼−18% Reduced · −226K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $34.5M | 921K | ▼−4.7% Reduced · −45K sh | Q1 2026 | |
| 3 | FULLER & THALER ASSET MANAGEMENT, INC. | $22.9M | 611K | ▼−0.2% Reduced · −1K sh | Q1 2026 | |
| 4 | AMERICAN CENTURY COMPANIES INC | $20.9M | 558K | ▲+1.9% Added · +10K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $20.4M | 546K | ▲New +546K sh | Q1 2026 | |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | $14.6M | 389K | ▲+3.8% Added · +14K sh | Q1 2026 | |
| 7 | DIMENSIONAL FUND ADVISORS LP | $13.7M | 366K | ▲+2.7% Added · +10K sh | Q1 2026 | |
| 8 | MILLENNIUM MANAGEMENT LLC | $13.7M | 365K | ▲+334% Added · +281K sh | Q1 2026 | |
| 9 | STATE STREET CORP | $13.7M | 363K | ▼−7.4% Reduced · −29K sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $10.9M | 291K | ▼−8.9% Reduced · −28K sh | Q1 2026 | |
| 11 | FIRST SABREPOINT CAPITAL MANAGEMENT LP | $7.0M | 188K | ▲New +188K sh | Q1 2026 | |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | $5.9M | 158K | ▲New +158K sh | Q1 2026 | |
| 13 | Jefferies Financial Group Inc. | $5.9M | 157K | ▲+47% Added · +50K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $5.8M | 154K | ▼−56% Reduced · −193K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $5.7M | 152K | ▲+9.3% Added · +13K sh | Q1 2026 | |
| 16 | UBS Group AG | $5.6M | 151K | ▲+166% Added · +94K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $5.0M | 133K | ▲+14% Added · +16K sh | Q1 2026 | |
| 18 | Bank of New York Mellon Corp | $4.5M | 121K | ▼−4.9% Reduced · −6K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $4.3M | 114K | ▲+8.7% Added · +9K sh | Q1 2026 | |
| 20 | CANNELL CAPITAL LLC | $4.0M | 107K | ▲+38% Added · +30K sh | Q1 2026 | |
| 21 | PRELUDE CAPITAL MANAGEMENT, LLC | $3.9M | 105K | ▲+52% Added · +36K sh | Q1 2026 | |
| 22 | MILLER VALUE PARTNERS, LLC | $3.9M | 104K | ▲+33% Added · +26K sh | Q1 2026 | |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.7M | 98K | ▼−21% Reduced · −25K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $3.1M | 84K | ▲New +84K sh | Q1 2026 | |
| 25 | Y-Intercept (Hong Kong) Ltd | $2.3M | 75K | ▲10× Added · +67K sh | 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 58 funds | $19.3B |
| ALPHABET INC-CL AGOOGL | 58 funds | $12.5B |
| NVIDIA CORPNVDA | 57 funds | $32.5B |
| BROADCOM INCAVGO | 57 funds | $11.6B |
| META PLATFORMS INC-CLASS AMETA | 57 funds | $9.2B |
| ELI LILLY & COLLY | 57 funds | $4.8B |
| MICRON TECHNOLOGY INCMU | 57 funds | $4.3B |
| COSTCO WHOLESALE CORPCOST | 57 funds | $2.9B |
| UNITEDHEALTH GROUP INCUNH | 57 funds | $1.8B |
| AMAZON.COM INCAMZN | 56 funds | $14.3B |
| ALPHABET INC-CL CGOOG | 56 funds | $8.5B |
| JPMORGAN CHASE & COJPM | 56 funds | $6.4B |
Ranked by how many of BBW's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 5, 2026 | Carrara George | Director | Sell (S) | 3K | $104K |
| Oct 13, 2025 | Rotenberg Lesli | Director | Sell (S) | 350 | $22K |
| Oct 13, 2025 | Rotenberg Lesli | Director | Sell (S) | 650 | $40K |
| Oct 6, 2025 | Rotenberg Lesli | Director | Sell (S) | 941 | $56K |
| Oct 6, 2025 | Rotenberg Lesli | Director | Sell (S) | 59 | $4K |
| Oct 6, 2025 | Leavitt Craig | Director | Sell (S) | 1K | $67K |
| Oct 6, 2025 | Leavitt Craig | Director | Sell (S) | 3K | $176K |
| Oct 1, 2025 | Leavitt Craig | Director | Sell (S) | 2K | $97K |
| Oct 1, 2025 | Leavitt Craig | Director | Sell (S) | 3K | $163K |
| Oct 1, 2025 | Leavitt Craig | Director | Sell (S) | 138 | $9K |
| Sep 22, 2025 | John Sharon Price | President and CEO, Director | Sell (S) | 10K | $728K |
| Sep 22, 2025 | John Sharon Price | President and CEO, Director | Sell (S) | 3K | $196K |
This stock 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/BBW/capital-change-brief"
Use Arkolith's capital_change_brief for BBW. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BBW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.