99 tracked 13F filers disclose a position in BCAT as of the latest SEC 13F filings, a combined $210.9M in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $61.6M | 4.4M | ▲+2.7% Added · +115K sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $35.6M | 2.5M | ▲+23% Added · +470K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $20.9M | 1.5M | ▲~0% Added · +263 sh | Q1 2026 | |
| 4 | UBS Group AG | $13.8M | 979K | ▲+1.9% Added · +18K sh | Q1 2026 | |
| 5 | ROYAL BANK OF CANADA | $8.1M | 570K | ▲+50% Added · +191K sh | Q1 2026 | |
| 6 | STIFEL FINANCIAL CORP | $7.1M | 501K | ▲+6.8% Added · +32K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $6.7M | 472K | ▲+18% Added · +71K sh | Q1 2026 | |
| 8 | Rockefeller Capital Management L.P. | $5.9M | 418K | ▼−2.6% Reduced · −11K sh | Q1 2026 | |
| 9 | Keebeck Wealth Management | $5.6M | 352K | —Held | Q2 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $4.8M | 339K | ▲+1.2% Added · +4K sh | Q1 2026 | |
| 11 | Lido Advisors, LLC | $3.0M | 190K | ▲+1.7% Added · +3K sh | Q2 2026 | |
| 12 | CWM, LLC | $1.8M | 128K | ▲+82% Added · +57K sh | Q1 2026 | |
| 13 | Integrated Wealth Concepts LLC | $2.0M | 124K | ▲+28% Added · +27K sh | Q2 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $1.7M | 120K | ▼−0.3% Reduced · −329 sh | Q1 2026 | |
| 15 | FIRST TRUST ADVISORS LP | $1.5M | 104K | ▼−12% Reduced · −14K sh | Q1 2026 | |
| 16 | PFG Investments, LLC | $1.4M | 98K | ▲+29% Added · +22K sh | Q1 2026 | |
| 17 | Perennial Investment Advisors, LLC | $1.3M | 95K | ▲+41% Added · +27K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $1.3M | 92K | ▼−7.6% Reduced · −8K sh | Q1 2026 | |
| 19 | CITADEL ADVISORS LLC | $1.3M | 90K | ▲+417% Added · +73K sh | Q1 2026 | |
| 20 | Baird Financial Group, Inc. | $1.3M | 89K | ▲+11% Added · +9K sh | Q1 2026 | |
| 21 | Aviance Capital Partners, LLC | $1.4M | 88K | ▲+326% Added · +68K sh | Q2 2026 | |
| 22 | Clearstead Advisors, LLC | $1.3M | 83K | —Held | Q2 2026 | |
| 23 | JANE STREET GROUP, LLC | $1.1M | 81K | ▼−57% Reduced · −106K sh | Q1 2026 | |
| 24 | Formidable Asset Management, LLC | $1.1M | 80K | ▲+22% Added · +14K sh | Q2 2026 | |
| 25 | Cetera Investment Advisers | $1.0M | 73K | ▲+8.6% Added · +6K 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.
Last quarter, 13 funds opened a new position in BCAT and 14 added to an existing one, while 8 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 46 funds | $5.9B |
| META PLATFORMS INC-CLASS AMETA | 45 funds | $4.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 45 funds | $2.2B |
| NVIDIA CORPNVDA | 44 funds | $11.0B |
| APPLE INCAAPL | 44 funds | $9.6B |
| AMAZON.COM INCAMZN | 44 funds | $5.2B |
| ALPHABET INC-CL AGOOGL | 44 funds | $4.0B |
| ALPHABET INC-CL CGOOG | 44 funds | $3.2B |
| ELI LILLY & COLLY | 44 funds | $1.7B |
| WALMART INCWMT | 44 funds | $1.3B |
| PEPSICO INCPEP | 44 funds | $521.0M |
| BROADCOM INCAVGO | 43 funds | $3.6B |
Ranked by how many of BCAT's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for BCAT
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/BCAT/capital-change-brief"
Use Arkolith's capital_change_brief for BCAT. 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 BCAT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.