Among active 13F managers last quarter, 1 opened and 2 reduced; the largest holder to move was Bridgeway Capital Management, LLC (−14%). Over the last 180 days, 1 insider bought and none sold, a net +$63K in open-market trades.
The legs disagree, or only one of them leans.
11 tracked 13F filers disclose a position in BDL as of the latest SEC 13F filings, a combined $6.4M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors LP | 64K | $2.0M | —Held | Q1 2026 | |
| 2 | Renaissance Technologies LLC | 31K | $976K | ▼−4.5% Reduced · −2K sh | Q1 2026 | |
| 3 | Bridgeway Capital Management, LLC | 31K | $1.4M | ▼−14% Reduced · −5K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 20K | $910K | —Held | Q2 2026 | |
| 5 | Empowered Funds, LLC | 15K | $469K | ▲New +15K sh | Q1 2026 | |
| 6 | Geode Capital Management, LLC | 7K | $302K | ▲Added Added · +7K sh | Q2 2026 | |
| 7 | Morgan Stanley | 5K | $149K | —Held | Q1 2026 | |
| 8 | Vanguard Fiduciary Trust Co | 3K | $134K | —Held | Q2 2026 | |
| 9 | BlackRock, Inc. | 1K | $63K | ▲+46% Added · +445 sh | Q2 2026 | |
| 10 | Grove Bank & Trust | 320 | $14K | ▲New +320 sh | Q2 2026 | |
| 11 | UBS Group AG | 90 | $3K | ▼−54% Reduced · −107 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 BDL, while 2 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 3 funds | $1.2B |
| Palantir Technologies Inc-APLTR | 3 funds | $1.1B |
| United Therapeutics CorpUTHR | 3 funds | $1.1B |
| Nvidia CorpNVDA | 3 funds | $968.4M |
| Verisign IncVRSN | 3 funds | $705.4M |
| Exelixis IncEXEL | 3 funds | $606.7M |
| Chevron CorpCVX | 3 funds | $599.4M |
| Broadcom IncAVGO | 3 funds | $509.3M |
| Alphabet Inc-CL AGOOGL | 3 funds | $472.0M |
| Unitedhealth Group IncUNH | 3 funds | $383.6M |
| JPMorgan Chase & CoJPM | 3 funds | $380.5M |
| Meta Platforms Inc-Class AMETA | 3 funds | $340.6M |
Ranked by how many of BDL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BDL.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 19, 2026 | Flanigan James II | Chief Executive Officer, Director | Buy (P) | 76 | $2K |
| May 18, 2026 | Flanigan James II | Chief Executive Officer, Director | Buy (P) 2 lots, same day | 2K | $60K |
| May 15, 2026 | Flanigan James II | Chief Executive Officer, Director | Buy (P) | 25 | $750 |
| Dec 29, 2025 | Flanigan James II | CEO, President, Director | Buy (P) | 866 | $26K |
| Dec 26, 2025 | Flanigan James II | CEO, President, Director | Buy (P) 3 lots, same day | 1K | $30K |
| May 21, 2025 | Bucci August | Chief Operating Off., Director | Buy (P) | 2K | $53K |
| May 21, 2025 | Flanigan James II | COO, President, Director | Buy (P) 8 lots, same day | 11K | $278K |
| Apr 8, 2020 | Bennett E. Mary | Director | Buy (P) 10 lots, same day | 1K | $12K |
| Mar 13, 2020 | ONeil Christopher Barry | Vice President, Director | Buy (P) 3 lots, same day | 4K | $64K |
| Nov 1, 2018 | Bucci August | Chief Operating Officer, Director | Buy (P) | 279 | $8K |
| Oct 31, 2018 | Bucci August | Chief Operating Officer, Director | Buy (P) 3 lots, same day | 1K | $36K |
| Mar 13, 2018 | Bucci August | Chief Operating Officer, Director | Buy (P) | 1K | $23K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 2 | 3 | – |
Insiders Form 4 open-market | 1 | 0 | +$63K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for BDL
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/BDL/capital-change-brief"
Use Arkolith's capital_change_brief for BDL. 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 BDL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.