13 tracked 13F filers disclose a position in BENJ as of the latest SEC 13F filings, a combined $225.9M 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 | Bank of New York Mellon Corp | $59.8M | 1.1M | ▲+6.1% Added · +66K sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $57.4M | 1.1M | ▲+5.2% Added · +54K sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | $46.7M | 893K | ▲+5.9% Added · +50K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $46.4M | 886K | ▲New +886K sh | Q1 2026 | |
| 5 | Orion Porfolio Solutions, LLC | $6.7M | 128K | ▼−1.9% Reduced · −2K sh | Q1 2026 | |
| 6 | PRINCIPAL SECURITIES, INC. | $4.6M | 87K | ▲+8.1% Added · +7K sh | Q1 2026 | |
| 7 | CERTIOR FINANCIAL GROUP, LLC | $1.6M | 31K | ▼−6.3% Reduced · −2K sh | Q2 2026 | |
| 8 | Envestnet Portfolio Solutions, Inc. | $956K | 18K | ▼−17% Reduced · −4K sh | Q2 2026 | |
| 9 | IFS Group,LLC | $648K | 12K | ▲New +12K sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $565K | 11K | ▲+7.0% Added · +702 sh | Q1 2026 | |
| 11 | Atria Investments, Inc | $309K | 6K | ▲+1.5% Added · +86 sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $89K | 2K | ▲New +2K sh | Q1 2026 | |
| 13 | UBS Group AG | $23K | 436 | ▲+772% Added · +386 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 BENJ and 2 added to an existing one, while 2 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 5 funds | $1.9B |
| APPLE INCAAPL | 5 funds | $1.4B |
| NVIDIA CORPNVDA | 5 funds | $1.2B |
| MICROSOFT CORPMSFT | 5 funds | $887.5M |
| ISHR CR UNVRSE USD BD ETF-UIIUSB | 5 funds | $747.3M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 5 funds | $733.6M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 5 funds | $707.2M |
| AMAZON.COM INCAMZN | 5 funds | $699.6M |
| VANGUARD S&P 500 ETFVOO | 5 funds | $682.0M |
| ISHARES CORE MSCI EMERGINGIEMG | 5 funds | $665.5M |
| ISHARES S&P 500 VALUE ETFIVE | 5 funds | $660.6M |
| ISHARES S&P 500 GROWTH ETFIVW | 5 funds | $656.4M |
Ranked by how many of BENJ's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/BENJ/capital-change-brief"
Use Arkolith's capital_change_brief for BENJ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BENJ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.