Among active 13F managers last quarter, 3 opened and 1 added, while none reduced or exited; the largest holder to move was Thompson Davis & Co., Inc. (new position). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
10 tracked 13F filers disclose a position in BESS as of the latest SEC 13F filings, a combined $4.1M 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 | Encompass Capital Advisors LLC | 700K | $2.8M | —Held | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 155K | $629K | ▲New +155K sh | Q2 2026 | |
| 3 | Thompson Davis & Co., Inc. | 54K | $220K | ▲New +54K sh | Q2 2026 | |
| 4 | Geode Capital Management, LLC | 36K | $147K | ▲New +36K sh | Q2 2026 | |
| 5 | Vanguard Fiduciary Trust Co | 24K | $96K | ▲New +24K sh | Q2 2026 | |
| 6 | State Street Corp | 13K | $55K | ▲New +13K sh | Q2 2026 | |
| 7 | Equitable Holdings, Inc. | 10K | $41K | ▲New +10K sh | Q2 2026 | |
| 8 | Pekin Hardy Strauss, Inc. | 10K | $41K | ▲New +10K sh | Q2 2026 | |
| 9 | Caitong International Asset Management Co., Ltd | 11 | $45 | ▲+57% Added · +4 sh | Q2 2026 | |
| 10 | Federation des caisses Desjardins du Quebec | 1 | $4 | ▲New +1 sh | Q2 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, 3 funds opened a new position in BESS and 1 added to an existing one, while none reduced or exited. 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 | 4 funds | $348.2M |
| Nvidia CorpNVDA | 4 funds | $272.5M |
| Amazon.com IncAMZN | 4 funds | $191.8M |
| Alphabet Inc-CL CGOOG | 4 funds | $152.3M |
| Alphabet Inc-CL AGOOGL | 4 funds | $142.6M |
| Berkshire Hathaway Inc-CL BBRK/B | 4 funds | $112.5M |
| Advanced Micro DevicesAMD | 4 funds | $105.6M |
| Tesla IncTSLA | 4 funds | $79.9M |
| Eli Lilly & CoLLY | 4 funds | $63.9M |
| Occidental Petroleum CorpOXY | 4 funds | $60.0M |
| Micron Technology IncMU | 4 funds | $54.4M |
| Venture Global Inc-CL AVG | 4 funds | $52.1M |
Ranked by how many of BESS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BESS.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 1, 2023 | Tran Benjamin B | Chief Executive Officer, Director, 10% Owner | Sell (S) | 2.0M | $100K |
| Apr 4, 2022 | Tran Benjamin B | Chief Executive Officer, Director, 10% Owner | Buy (P) 2 lots, same day | 10K | $2K |
| Dec 15, 2016 | Donovan William | CEO, Director, 10% Owner | Buy (P) | 7K | $1K |
| Dec 14, 2016 | Donovan William | CEO, Director, 10% Owner | Buy (P) | 13K | $3K |
| Nov 21, 2016 | Donovan William | CEO, Director, 10% Owner | Buy (P) | 15K | $3K |
| Nov 17, 2016 | Donovan William | CEO, Director, 10% Owner | Buy (P) | 5K | $850 |
| Aug 17, 2016 | Donovan William | CEO, Director, 10% Owner | Buy (P) | 22K | $8K |
| Aug 15, 2016 | Donovan William | CEO, Director, 10% Owner | Buy (P) | 3K | $1K |
| Aug 26, 2014 | Donovan William | CEO, Director, 10% Owner | Buy (P) | 10K | $5K |
| Aug 20, 2014 | Dalrymple Peter L | Director, 10% Owner | Buy (P) | 1.0M | — |
| Jun 25, 2014 | Dalrymple Peter L | Director, 10% Owner | Buy (P) 2 lots, same day | 35K | $12K |
| Jun 25, 2014 | LPD Investments, Ltd | 10% Owner | Buy (P) 2 lots, same day | 35K | $12K |
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 | 1 | 0 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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.
| Class | 13F holders | Value held |
|---|---|---|
| BESSthis pageCOM NEW | 10 funds | $4.1M |
| BESS/WS*W EXP 12/12/203 | 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.
Connected entities for BESS
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/BESS/capital-change-brief"
Use Arkolith's capital_change_brief for BESS. 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 BESS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.