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/BCD/capital-change-brief"
Use Arkolith's capital_change_brief for BCD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | HENGEHOLD CAPITAL MANAGEMENT LLC | $11.8M | 345K | ▲+3.3% Added · +11K sh | Q2 2026 | |
| 2 | Cetera Investment Advisers | $11.5M | 321K | ▲+20% Added · +53K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $9.2M | 258K | ▲+28% Added · +56K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $6.5M | 181K | ▼−8.3% Reduced · −16K sh | Q1 2026 | |
| 5 | UBS Group AG | $5.7M | 159K | ▲+202% Added · +107K sh | Q1 2026 | |
| 6 | Ameritas Investment Partners, Inc. | $5.4M | 150K | ▲+2.7% Added · +4K sh | Q1 2026 | |
| 7 | STIFEL FINANCIAL CORP | $4.6M | 129K | ▲+4.3% Added · +5K sh | Q1 2026 | |
| 8 | ASSETMARK, INC | $4.6M | 127K | ▲+28% Added · +28K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $3.8M | 107K | ▲+8.7% Added · +9K sh | Q1 2026 | |
| 10 | CoreCap Advisors, LLC | $3.6M | 101K | ▼−19% Reduced · −23K sh | Q1 2026 | |
| 11 | Inspire Advisors, LLC | $2.8M | 79K | ▼−43% Reduced · −61K sh | Q1 2026 | |
| 12 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.7M | 76K | ▲+16% Added · +10K sh | Q1 2026 | |
| 13 | Atria Investments, Inc | $1.6M | 46K | ▲New +46K sh | Q1 2026 | |
| 14 | Madison Asset Management, LLC | $1.6M | 46K | ▲+111% Added · +24K sh | Q1 2026 | |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 37K | ▲+52% Added · +13K sh | Q1 2026 | |
| 16 | Alhambra Investment Management LLC | $1.1M | 33K | ▼−8.7% Reduced · −3K sh | Q2 2026 | |
| 17 | CIBC WORLD MARKET INC. | $1.2M | 33K | ▲+25% Added · +6K sh | Q1 2026 | |
| 18 | ALLSTREET CAPITAL ADVISORS LLC | $1.1M | 30K | ▲New +30K sh | Q1 2026 | |
| 19 | Cooper Financial Group | $856K | 25K | ▲+24% Added · +5K sh | Q2 2026 | |
| 20 | Lifetime Wealth Management P.C. | $803K | 22K | ▲+5.0% Added · +1K sh | Q1 2026 | |
| 21 | IHT Wealth Management, LLC | $724K | 20K | ▼−29% Reduced · −8K sh | Q1 2026 | |
| 22 | SECURED RETIREMENT ADVISORS, LLC | $488K | 14K | ▼−3.9% Reduced · −586 sh | Q2 2026 | |
| 23 | Centurion Wealth Management LLC | $383K | 11K | —Held | Q2 2026 | |
| 24 | MERCER GLOBAL ADVISORS INC /ADV | $379K | 11K | ▲+0.4% Added · +39 sh | Q1 2026 | |
| 25 | SHEETS SMITH WEALTH MANAGEMENT | $269K | 8K | —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.
| Class | 13F holders | Value held |
|---|---|---|
| BCImc | 132 funds | $1.8B |
| BCDthis pagemc | 49 funds | $85.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 21 funds | $7.3B |
| NVIDIA CORPNVDA | 21 funds | $7.2B |
| MICROSOFT CORPMSFT | 21 funds | $6.3B |
| VANGUARD S&P 500 ETFVOO | 21 funds | $5.6B |
| AMAZON.COM INCAMZN | 21 funds | $4.7B |
| ALPHABET INC-CL AGOOGL | 21 funds | $4.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 21 funds | $4.2B |
| BROADCOM INCAVGO | 21 funds | $3.2B |
| META PLATFORMS INC-CLASS AMETA | 21 funds | $3.0B |
| JPMORGAN CHASE & COJPM | 21 funds | $2.8B |
| ALPHABET INC-CL CGOOG | 21 funds | $2.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 21 funds | $2.4B |
Ranked by how many of BCD'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 BCD. 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.