7 tracked 13F filers disclose a position in BDCZ as of the latest SEC 13F filings, a combined $990K 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 | IMC-Chicago, LLC | $554K | 37K | ▼~0% Reduced · −3 sh | Q1 2026 | |
| 2 | CreativeOne Wealth, LLC | $372K | 26K | ▲+3.4% Added · +863 sh | Q2 2026 | |
| 3 | Advisory Services Network, LLC | $28K | 2K | ▲New +2K sh | Q1 2026 | |
| 4 | Geneos Wealth Management Inc. | $13K | 910 | ▲+2.8% Added · +25 sh | Q2 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $14K | 900 | —Held | Q1 2026 | |
| 6 | MORGAN STANLEY | $8K | 537 | —Held | Q1 2026 | |
| 7 | UBS Group AG | $904 | 60 | ▼−61% Reduced · −95 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.
Last quarter, 1 fund opened a new position in BDCZ, while 0 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 | 1 funds | $222.8M |
| NVIDIA CORPNVDA | 1 funds | $216.8M |
| WALMART INCWMT | 1 funds | $155.9M |
| ISHARES CORE S&P 500 ETFIVV | 1 funds | $152.5M |
| QUANTA SERVICES INCPWR | 1 funds | $126.1M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 1 funds | $122.5M |
| MICROSOFT CORPMSFT | 1 funds | $112.8M |
| AMAZON.COM INCAMZN | 1 funds | $112.1M |
| INVESCO QQQ TRUST SERIES 1QQQ | 1 funds | $94.0M |
| ALPHABET INC-CL AGOOGL | 1 funds | $76.3M |
| BROADCOM INCAVGO | 1 funds | $70.3M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 1 funds | $69.4M |
Ranked by how many of BDCZ's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| MLPBcs | 30 funds | $188.9M |
| UCIBFUND | 11 funds | $19.7M |
| BDCZthis pageETRACS MARKETVEC | 7 funds | $990K |
| 90274D374ETRACS ALERIAN M | 5 funds | $2.3M |
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 BDCZ
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/BDCZ/capital-change-brief"
Use Arkolith's capital_change_brief for BDCZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BDCZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.