The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query BDJ owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BDJ"
Use Arkolith to show who owns BDJ, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Steward Partners Investment Advisory, LLC | $3.5M | 404K | ▲+49% Added · +132K sh | Q1 2026 | |
| 2 | Advisors Asset Management, Inc. | $2.6M | 296K | ▼−51% Reduced · −305K sh | Q1 2026 | |
| 3 | Hennion & Walsh Asset Management, Inc. | $2.2M | 251K | ▼−1.1% Reduced · −3K sh | Q1 2026 | |
| 4 | Allspring Global Investments Holdings, LLC | $1.6M | 186K | ▲+7.7% Added · +13K sh | Q1 2026 | |
| 5 | NewEdge Advisors, LLC | $1.1M | 131K | ▲+2.2% Added · +3K sh | Q1 2026 | |
| 6 | &PARTNERS | $1.1M | 131K | ▲+29% Added · +30K sh | Q1 2026 | |
| 7 | Waverly Advisors, LLC | $1.1M | 129K | ▲+19% Added · +21K sh | Q1 2026 | |
| 8 | Kestra Advisory Services, LLC | $1.0M | 116K | ▲+102% Added · +59K sh | Q1 2026 | |
| 9 | IHT Wealth Management, LLC | $989K | 115K | ▼−4.2% Reduced · −5K sh | Q1 2026 | |
| 10 | KINGSWOOD WEALTH ADVISORS, LLC | $973K | 113K | ▲+1.7% Added · +2K sh | Q1 2026 | |
| 11 | Sanctuary Advisors, LLC | $719K | 83K | —Held | Q1 2026 | |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $632K | 72K | ▼−26% Reduced · −26K sh | Q1 2026 | |
| 13 | Kovack Advisors, Inc. | $630K | 73K | ▲+1.5% Added · +1K sh | Q1 2026 | |
| 14 | Stratos Wealth Partners, LTD. | $590K | 68K | ▲+50% Added · +23K sh | Q1 2026 | |
| 15 | REGIONS FINANCIAL CORP | $560K | 65K | —Held | Q1 2026 | |
| 16 | Calamos Advisors LLC | $558K | 65K | ▼−42% Reduced · −47K sh | Q1 2026 | |
| 17 | StoneX Group Inc. | $515K | 60K | ▲+12% Added · +6K sh | Q1 2026 | |
| 18 | Summit Financial, LLC | $468K | 54K | ▼−3.0% Reduced · −2K sh | Q1 2026 | |
| 19 | Private Advisor Group, LLC | $444K | 51K | ▲+6.0% Added · +3K sh | Q1 2026 | |
| 20 | Avantax Planning Partners, Inc. | $428K | 50K | —Held | Q1 2026 | |
| 21 | D.A. DAVIDSON & CO. | $376K | 44K | ▲+1.2% Added · +527 sh | Q1 2026 | |
| 22 | Venture Visionary Partners LLC | $312K | 36K | ▼−1.6% Reduced · −583 sh | Q1 2026 | |
| 23 | DAVENPORT & Co LLC | $285K | 33K | —Held | Q1 2026 | |
| 24 | EVOLVE PRIVATE WEALTH, LLC | $278K | 32K | ▼−0.1% Reduced · −39 sh | Q1 2026 | |
| 25 | Integrated Wealth Concepts LLC | $259K | 30K | ▲+7.3% Added · +2K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jan 30, 2026 | Zhao David | Insider | Option exercise (M) | 2K | — |
| Jan 30, 2026 | McClements Kyle | Insider | Disposed to issuer (D) | 3K | $32K |
| Jan 30, 2026 | McClements Kyle | Insider | Option exercise (M) | 3K | — |
| Jan 30, 2026 | McClements Kyle | Insider | Option exercise (M) | 1K | — |
| Jan 30, 2026 | McClements Kyle | Insider | Option exercise (M) | 1K | — |
| Jan 30, 2026 | McClements Kyle | Insider | Grant (A) | 4K | $35K |
| Jan 30, 2026 | McClements Kyle | Insider | Option exercise (M) | 760 | — |
| Jan 30, 2026 | Zhao David | Insider | Option exercise (M) | 6K | — |
| Jan 30, 2026 | Zhao David | Insider | Disposed to issuer (D) | 6K | $53K |
| Jan 30, 2026 | Zhao David | Insider | Option exercise (M) | 1K | — |
| Jan 30, 2026 | Zhao David | Insider | Grant (A) | 5K | $47K |
| Jan 30, 2026 | Zhao David | Insider | Option exercise (M) | 2K | — |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 71 funds | $18.7B |
| MICROSOFT CORPMSFT | 71 funds | $16.6B |
| JPMORGAN CHASE & COJPM | 71 funds | $6.9B |
| META PLATFORMS INC-CLASS AMETA | 71 funds | $6.5B |
| ELI LILLY & COLLY | 71 funds | $4.3B |
| JOHNSON & JOHNSONJNJ | 71 funds | $4.3B |
| VISA INC-CLASS A SHARESV | 71 funds | $4.2B |
| COSTCO WHOLESALE CORPCOST | 71 funds | $3.6B |
| CHEVRON CORPCVX | 71 funds | $3.1B |
| HOME DEPOT INCHD | 71 funds | $2.9B |
| CATERPILLAR INCCAT | 71 funds | $2.4B |
| CISCO SYSTEMS INCCSCO | 71 funds | $2.2B |
Ranked by how many of BDJ's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BDJ. 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.