32 tracked 13F filers disclose a position in BCV as of the latest SEC 13F filings, a combined $31.2M 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 | AMERIPRISE FINANCIAL INC | $6.6M | 304K | ▲+0.7% Added · +2K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $3.2M | 148K | ▼−14% Reduced · −24K sh | Q1 2026 | |
| 3 | Pathstone Holdings, LLC | $3.1M | 145K | ▲+19% Added · +23K sh | Q1 2026 | |
| 4 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $3.1M | 120K | ▲+11% Added · +12K sh | Q2 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $2.2M | 101K | ▼−0.4% Reduced · −391 sh | Q1 2026 | |
| 6 | GUGGENHEIM CAPITAL LLC | $2.0M | 91K | ▼−6.1% Reduced · −6K sh | Q1 2026 | |
| 7 | UBS Group AG | $1.3M | 61K | ▼−6.5% Reduced · −4K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $1.3M | 59K | ▼−9.7% Reduced · −6K sh | Q1 2026 | |
| 9 | Mezzasalma Advisors, LLC | $954K | 37K | ▼−7.9% Reduced · −3K sh | Q2 2026 | |
| 10 | ROYAL BANK OF CANADA | $779K | 36K | ▲+2.0% Added · +729 sh | Q1 2026 | |
| 11 | Advisors Asset Management, Inc. | $773K | 36K | ▲New +36K sh | Q1 2026 | |
| 12 | STIFEL FINANCIAL CORP | $663K | 31K | ▲+4.5% Added · +1K sh | Q1 2026 | |
| 13 | UHLMANN PRICE SECURITIES, LLC | $683K | 26K | ▲+8.7% Added · +2K sh | Q2 2026 | |
| 14 | FIRST TRUST ADVISORS LP | $558K | 26K | ▲+114% Added · +14K sh | Q1 2026 | |
| 15 | EVOLVE PRIVATE WEALTH, LLC | $464K | 22K | ▲+0.1% Added · +14 sh | Q1 2026 | |
| 16 | WELLS FARGO & COMPANY/MN | $424K | 20K | ▼−1.1% Reduced · −210 sh | Q1 2026 | |
| 17 | Cetera Investment Advisers | $417K | 19K | ▼−1.6% Reduced · −305 sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $374K | 17K | ▲+106% Added · +9K sh | Q1 2026 | |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $347K | 16K | ▼−8.0% Reduced · −1K sh | Q1 2026 | |
| 20 | NewEdge Advisors, LLC | $327K | 15K | ▼−8.4% Reduced · −1K sh | Q1 2026 | |
| 21 | Shaker Financial Services, LLC | $393K | 15K | ▼−0.6% Reduced · −89 sh | Q2 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $303K | 14K | —Held | Q1 2026 | |
| 23 | Concurrent Investment Advisors, LLC | $335K | 13K | ▲+1.3% Added · +170 sh | Q2 2026 | |
| 24 | PNC FINANCIAL SERVICES GROUP, INC. | $198K | 9K | ▲+48% Added · +3K sh | Q1 2026 | |
| 25 | DECISION INVESTMENTS, INC | $203K | 8K | ▲New +8K 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.
Last quarter, 2 funds opened a new position in BCV and 2 added to an existing one, while 3 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 |
|---|---|---|
| APPLE INCAAPL | 7 funds | $1.0B |
| NVIDIA CORPNVDA | 7 funds | $842.2M |
| MICROSOFT CORPMSFT | 7 funds | $743.4M |
| AMAZON.COM INCAMZN | 7 funds | $602.4M |
| ALPHABET INC-CL AGOOGL | 7 funds | $559.0M |
| META PLATFORMS INC-CLASS AMETA | 7 funds | $369.3M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 7 funds | $301.9M |
| ALPHABET INC-CL CGOOG | 7 funds | $288.8M |
| MICRON TECHNOLOGY INCMU | 7 funds | $285.2M |
| JPMORGAN CHASE & COJPM | 7 funds | $272.8M |
| LAM RESEARCH CORPLRCX | 7 funds | $250.3M |
| JOHNSON & JOHNSONJNJ | 7 funds | $242.4M |
Ranked by how many of BCV's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for BCV
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/BCV/capital-change-brief"
Use Arkolith's capital_change_brief for BCV. 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 BCV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.