6 tracked 13F filers disclose a position in BCSM as of the latest SEC 13F filings, a combined $9.7M 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 | CWM, LLC | $8.4M | 388K | ▲New +388K sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $533K | 25K | ▲New +25K sh | Q1 2026 | |
| 3 | &PARTNERS | $533K | 25K | ▲New +25K sh | Q1 2026 | |
| 4 | Caprock Group, LLC | $272K | 11K | —Held | Q2 2026 | |
| 5 | Institute for Wealth Management, LLC. | $8K | 310 | ▲New +310 sh | Q2 2026 | |
| 6 | UBS Group AG | $6K | 274 | ▲16× Added · +257 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 |
|---|---|---|
| APPLE INCAAPL | 3 funds | $1.5B |
| ISHARES CORE S&P 500 ETFIVV | 3 funds | $1.5B |
| NVIDIA CORPNVDA | 3 funds | $1.2B |
| MICROSOFT CORPMSFT | 3 funds | $962.1M |
| STE STR SPDR PT DW EU ETFSPDW | 3 funds | $822.8M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 3 funds | $695.1M |
| AMAZON.COM INCAMZN | 3 funds | $675.7M |
| ALPHABET INC-CL AGOOGL | 3 funds | $611.1M |
| ISHARES S&P 500 GROWTH ETFIVW | 3 funds | $590.5M |
| ISHARES S&P 500 VALUE ETFIVE | 3 funds | $584.3M |
| ISHARES CORE S&P MIDCAP ETFIJH | 3 funds | $574.2M |
| BROADCOM INCAVGO | 3 funds | $527.0M |
Ranked by how many of BCSM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| RONBmc | 54 funds | $44.0M |
| BCTKTECHNOLOGY ETF | 25 funds | $83.6M |
| BCSMthis pageSMID CAP ETF | 6 funds | $9.7M |
| BCFNFINANCIALS ETF | 6 funds | $1.2M |
| BCGDGLOBAL DURABLE | 5 funds | $2.7M |
| 06829D602EMERGING MKTS | 1 funds | $29.6M |
| 06829D701RISK OPTIMIZED L | 1 funds | $16K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for BCSM
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/BCSM/capital-change-brief"
Use Arkolith's capital_change_brief for BCSM. 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 BCSM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.