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/BCX/capital-change-brief"
Use Arkolith's capital_change_brief for BCX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | $47.7M | 4.0M | ▼−3.5% Reduced · −145K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $45.2M | 3.8M | ▼−5.9% Reduced · −237K sh | Q1 2026 | |
| 3 | LAZARD ASSET MANAGEMENT LLC | $35.5M | 2.9M | ▼−0.4% Reduced · −12K sh | Q1 2026 | |
| 4 | 180 WEALTH ADVISORS, LLC | $12.3M | 1.1M | ▲+0.6% Added · +6K sh | Q2 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $9.6M | 795K | ▲+14% Added · +96K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $9.5M | 790K | ▲+3.6% Added · +28K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $9.2M | 761K | ▲+5.6% Added · +40K sh | Q1 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $8.9M | 740K | ▼−2.8% Reduced · −21K sh | Q1 2026 | |
| 9 | Allspring Global Investments Holdings, LLC | $8.0M | 661K | ▼−31% Reduced · −293K sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $6.2M | 518K | ▼−8.8% Reduced · −50K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $5.5M | 460K | ▼−0.1% Reduced · −388 sh | Q1 2026 | |
| 12 | STIFEL FINANCIAL CORP | $3.7M | 310K | ▼−0.4% Reduced · −1K sh | Q1 2026 | |
| 13 | OPPENHEIMER & CO INC | $3.4M | 284K | ▲+160% Added · +175K sh | Q1 2026 | |
| 14 | Steward Partners Investment Advisory, LLC | $2.8M | 229K | ▲+162% Added · +142K sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $2.6M | 213K | ▼−7.7% Reduced · −18K sh | Q1 2026 | |
| 16 | UBS Group AG | $2.5M | 210K | ▼−18% Reduced · −45K sh | Q1 2026 | |
| 17 | Kestra Advisory Services, LLC | $1.7M | 144K | ▲12× Added · +132K sh | Q1 2026 | |
| 18 | Creative Planning | $1.6M | 129K | ▲+3.0% Added · +4K sh | Q1 2026 | |
| 19 | 44 WEALTH MANAGEMENT LLC | $1.5M | 120K | ▼−1.6% Reduced · −2K sh | Q1 2026 | |
| 20 | GUGGENHEIM CAPITAL LLC | $1.4M | 113K | ▲+17% Added · +17K sh | Q1 2026 | |
| 21 | TTP Investments, Inc. | $1.2M | 104K | ▼−79% Reduced · −383K sh | Q2 2026 | |
| 22 | Basecamp Wealth Advisors LLC | $1.0M | 87K | ▲New +87K sh | Q1 2026 | |
| 23 | Cetera Investment Advisers | $1.0M | 84K | ▲+8.0% Added · +6K sh | Q1 2026 | |
| 24 | Farther Finance Advisors, LLC | $994K | 81K | ▼−6.4% Reduced · −6K sh | Q1 2026 | |
| 25 | EVOLVE PRIVATE WEALTH, LLC | $928K | 77K | ▼−0.1% Reduced · −46 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 | 39 funds | $12.6B |
| MICROSOFT CORPMSFT | 39 funds | $10.3B |
| NVIDIA CORPNVDA | 38 funds | $11.2B |
| AMAZON.COM INCAMZN | 38 funds | $7.4B |
| VANGUARD S&P 500 ETFVOO | 38 funds | $7.0B |
| ALPHABET INC-CL AGOOGL | 38 funds | $6.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 38 funds | $6.3B |
| BROADCOM INCAVGO | 38 funds | $5.0B |
| JPMORGAN CHASE & COJPM | 38 funds | $4.3B |
| ALPHABET INC-CL CGOOG | 38 funds | $4.2B |
| META PLATFORMS INC-CLASS AMETA | 38 funds | $4.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 38 funds | $3.8B |
Ranked by how many of BCX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BCX. 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.