Among active 13F managers last quarter, 7 opened and 23 added, while 10 reduced; the largest holder to move was AllianceBernstein L.P. (+0.9%). Over the last 180 days, 4 insiders bought and none sold, a net +$1.6M in open-market trades.
Funds lean in and no leg opposes.
97 tracked 13F filers disclose a position in BCML as of the latest SEC 13F filings, a combined $156.3M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 927K | $30.5M | ▲+9.3% Added · +79K sh | Q2 2026 | |
| 2 | Dimensional Fund Advisors LP | 618K | $18.4M | ▼−0.1% Reduced · −464 sh | Q1 2026 | |
| 3 | AllianceBernstein L.P. | 474K | $13.9M | ▲+0.9% Added · +4K sh | Q1 2026 | |
| 4 | Vanguard Capital Management LLC | 463K | $15.2M | ▼−14% Reduced · −77K sh | Q2 2026 | |
| 5 | Manufacturers Life Insurance Company, The | 369K | $11.0M | ▼−7.4% Reduced · −29K sh | Q1 2026 | |
| 6 | Geode Capital Management, LLC | 268K | $8.8M | ▲+6.6% Added · +17K sh | Q2 2026 | |
| 7 | State Street Corp | 213K | $7.1M | ▲+12% Added · +24K sh | Q2 2026 | |
| 8 | Hotchkis & Wiley Capital Management LLC | 122K | $4.0M | ▲+0.9% Added · +1K sh | Q2 2026 | |
| 9 | Bridgeway Capital Management, LLC | 119K | $3.9M | ▲+14% Added · +15K sh | Q2 2026 | |
| 10 | American Century Companies Inc | 104K | $3.1M | ▲+0.2% Added · +218 sh | Q1 2026 | |
| 11 | Goldman Sachs Group Inc | 99K | $2.9M | ▲+12% Added · +11K sh | Q1 2026 | |
| 12 | Northern Trust Corp | 84K | $2.5M | ▲+7.0% Added · +5K sh | Q1 2026 | |
| 13 | Cerity Partners LLC | 83K | $2.5M | ▼~0% Reduced · −32 sh | Q1 2026 | |
| 14 | Caldwell Sutter Capital, Inc. | 80K | $2.6M | —Held | Q2 2026 | |
| 15 | First Manhattan Co. LLC. | 73K | $2.4M | ▼−23% Reduced · −21K sh | Q2 2026 | |
| 16 | Vanguard Fiduciary Trust Co | 72K | $2.4M | ▲+5.8% Added · +4K sh | Q2 2026 | |
| 17 | Vanguard Portfolio Management LLC | 70K | $2.3M | ▲+18% Added · +11K sh | Q2 2026 | |
| 18 | Empowered Funds, LLC | 56K | $1.7M | ▲+9.9% Added · +5K sh | Q1 2026 | |
| 19 | Renaissance Technologies LLC | 54K | $1.6M | ▼−8.5% Reduced · −5K sh | Q1 2026 | |
| 20 | Morgan Stanley | 41K | $1.2M | ▲+36% Added · +11K sh | Q1 2026 | |
| 21 | Bank of New York Mellon Corp | 34K | $1.0M | ▼−7.8% Reduced · −3K sh | Q1 2026 | |
| 22 | Two Sigma Investments, LP | 33K | $977K | ▲+69% Added · +13K sh | Q1 2026 | |
| 23 | Arrowstreet Capital, Limited Partnership | 33K | $976K | —Held | Q1 2026 | |
| 24 | Jacobs Levy Equity Management, Inc | 29K | $956K | ▲+319% Added · +22K sh | Q2 2026 | |
| 25 | Charles Schwab Investment Management Inc | 27K | $811K | ▼−9.6% Reduced · −3K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 7 funds opened a new position in BCML and 23 added to an existing one, while 10 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 44 funds | $144.8B |
| Broadcom IncAVGO | 44 funds | $85.6B |
| Alphabet Inc-CL AGOOGL | 44 funds | $79.4B |
| JPMorgan Chase & CoJPM | 44 funds | $30.5B |
| Bank Of America CorpBAC | 44 funds | $17.2B |
| Chevron CorpCVX | 44 funds | $15.0B |
| TJX Companies IncTJX | 44 funds | $12.4B |
| Wells Fargo & CoWFC | 44 funds | $9.4B |
| Bristol-Myers Squibb CoBMY | 44 funds | $7.4B |
| Nvidia CorpNVDA | 43 funds | $206.2B |
| Apple IncAAPL | 43 funds | $156.2B |
| Meta Platforms Inc-Class AMETA | 43 funds | $57.5B |
Ranked by how many of BCML's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BCML.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 21, 2026 | Laverne Robert G. | Director | Buy (P) | 1K | $30K |
| Aug 20, 2026 | Laverne Robert G. | Director | Buy (P) | 1K | $30K |
| Aug 10, 2026 | Baron Christopher F | President and CEO, Director | Buy (P) | 8K | $251K |
| Jul 31, 2026 | Perdue Michael J | Director | Buy (P) | 5K | $151K |
| May 26, 2026 | Perdue Michael J | Director | Buy (P) | 3K | $93K |
| May 22, 2026 | Perdue Michael J | Director | Buy (P) | 2K | $62K |
| May 6, 2026 | Black William J | Executive Vice Chair, Director | Buy (P) | 27K | $802K |
| May 5, 2026 | Black William J | Executive Vice Chair, Director | Buy (P) | 7K | $196K |
| Mar 3, 2025 | Guarini George J. | President and CEO, Director | Sell (S) | 27K | $743K |
| Mar 13, 2023 | Guarini George J. | President and CEO, Director | Buy (P) 2 lots, same day | 1K | $20K |
| Nov 10, 2022 | Laverne Robert G. | Director | Sell (S) | 10K | $197K |
| Sep 6, 2022 | Guarini George J. | President and CEO, Director | Buy (P) 3 lots, same day | 3K | $54K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 38 | 34 | – |
Insiders Form 4 open-market | 4 | 0 | +$1.6M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for BCML
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/BCML/capital-change-brief"
Use Arkolith's capital_change_brief for BCML. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for BCML. Filings are public domain, sourced to SEC EDGAR.