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/BDEC/capital-change-brief"
Use Arkolith's capital_change_brief for BDEC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $9.4M | 197K | ▼−1.5% Reduced · −3K sh | Q1 2026 | |
| 2 | OSAIC HOLDINGS, INC. | $9.1M | 190K | ▼−22% Reduced · −53K sh | Q1 2026 | |
| 3 | Cerity Partners LLC | $8.7M | 181K | ▲+26% Added · +38K sh | Q1 2026 | |
| 4 | Lido Advisors, LLC | $5.9M | 123K | ▼−0.7% Reduced · −900 sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $5.0M | 103K | ▲+9.4% Added · +9K sh | Q1 2026 | |
| 6 | Cresset Asset Management, LLC | $4.6M | 96K | —Held | Q1 2026 | |
| 7 | HighTower Advisors, LLC | $4.0M | 84K | ▼−0.5% Reduced · −460 sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $3.5M | 74K | ▲+15% Added · +10K sh | Q1 2026 | |
| 9 | GTS FINANCIAL, LLC | $2.9M | 69K | ▲New +69K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $2.8M | 57K | ▼−17% Reduced · −12K sh | Q1 2026 | |
| 11 | BLAIR WILLIAM & CO/IL | $2.7M | 56K | ▼−8.0% Reduced · −5K sh | Q1 2026 | |
| 12 | TopTier Wealth Management, LLC | $2.6M | 48K | ▼−1.4% Reduced · −691 sh | Q2 2026 | |
| 13 | Kestra Advisory Services, LLC | $2.1M | 43K | ▲+30% Added · +10K sh | Q1 2026 | |
| 14 | Strategic Blueprint, LLC | $2.0M | 42K | ▲+1.6% Added · +680 sh | Q1 2026 | |
| 15 | LPL Financial LLC | $1.9M | 40K | ▼−11% Reduced · −5K sh | Q1 2026 | |
| 16 | MML INVESTORS SERVICES, LLC | $1.8M | 38K | ▼−42% Reduced · −28K sh | Q1 2026 | |
| 17 | Snowden Capital Advisors LLC | $1.6M | 34K | ▲+24% Added · +7K sh | Q1 2026 | |
| 18 | Trek Financial, LLC | $1.6M | 33K | ▼−16% Reduced · −6K sh | Q1 2026 | |
| 19 | INTEGRAL INVESTMENT ADVISORS, INC. | $1.7M | 32K | —Held | Q2 2026 | |
| 20 | Krilogy Financial LLC | $1.6M | 31K | ▼−6.0% Reduced · −2K sh | Q1 2026 | |
| 21 | WealthPlan Investment Management, LLC | $1.4M | 30K | ▼−7.9% Reduced · −3K sh | Q1 2026 | |
| 22 | Beacon Pointe Advisors, LLC | $1.3M | 28K | ▲+10% Added · +3K sh | Q1 2026 | |
| 23 | BCS Wealth Management | $1.4M | 26K | ▼−4.1% Reduced · −1K sh | Q2 2026 | |
| 24 | Arkadios Wealth Advisors | $1.1M | 23K | ▼−3.2% Reduced · −752 sh | Q1 2026 | |
| 25 | SAGESPRING WEALTH PARTNERS, LLC | $1.1M | 22K | —Held | 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 31 funds | $9.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 31 funds | $8.2B |
| NVIDIA CORPNVDA | 31 funds | $6.3B |
| MICROSOFT CORPMSFT | 31 funds | $6.0B |
| AMAZON.COM INCAMZN | 31 funds | $4.9B |
| VANGUARD S&P 500 ETFVOO | 31 funds | $4.3B |
| ALPHABET INC-CL AGOOGL | 31 funds | $3.9B |
| INVESCO QQQ TRUST SERIES 1QQQ | 31 funds | $2.8B |
| ISHARES CORE U.S. AGGREGATEAGG | 31 funds | $2.8B |
| ALPHABET INC-CL CGOOG | 31 funds | $2.8B |
| JPMORGAN CHASE & COJPM | 31 funds | $2.7B |
| META PLATFORMS INC-CLASS AMETA | 31 funds | $2.5B |
Ranked by how many of BDEC's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BDEC. 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.