| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | OSAIC HOLDINGS, INC. | $7.9M | 166K | ▼−13% Reduced · −25K sh | Q1 2026 | |
| 2 | Cerity Partners LLC | $6.4M | 133K | ▲+151% Added · +80K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $5.5M | 115K | ▲+220% Added · +79K sh | Q1 2026 | |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $4.1M | 87K | ▲+23% Added · +16K sh | Q1 2026 | |
| 5 | HighTower Advisors, LLC | $3.6M | 76K | ▲+1.0% Added · +754 sh | Q1 2026 | |
| 6 | GTS FINANCIAL, LLC | $3.1M | 75K | ▲New +75K sh | Q1 2026 | |
| 7 | McAlister, Sweet & Associates, Inc. | $3.7M | 70K | —Held | Q2 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $3.3M | 70K | ▲+49% Added · +23K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $3.0M | 62K | ▲+2.0% Added · +1K sh | Q1 2026 | |
| 10 | TopTier Wealth Management, LLC | $3.0M | 57K | ▼−1.2% Reduced · −669 sh | Q2 2026 | |
| 11 | LPL Financial LLC | $2.3M | 48K | ▲+56% Added · +17K sh | Q1 2026 | |
| 12 | Beacon Pointe Advisors, LLC | $2.2M | 47K | ▲+45% Added · +15K sh | Q1 2026 | |
| 13 | MML INVESTORS SERVICES, LLC | $2.2M | 46K | ▼−13% Reduced · −7K sh | Q1 2026 | |
| 14 | Fragasso Financial Advisors Inc | $2.4M | 45K | ▼−2.2% Reduced · −993 sh | Q2 2026 | |
| 15 | Kestra Advisory Services, LLC | $1.8M | 37K | ▲+35% Added · +9K sh | Q1 2026 | |
| 16 | Lantz Financial LLC | $1.9M | 35K | ▼−0.5% Reduced · −166 sh | Q2 2026 | |
| 17 | INTEGRAL INVESTMENT ADVISORS, INC. | $1.7M | 33K | —Held | Q2 2026 | |
| 18 | Spire Wealth Management | $1.4M | 28K | ▲+94% Added · +14K sh | Q1 2026 | |
| 19 | Arkadios Wealth Advisors | $1.1M | 23K | ▲New +23K sh | Q1 2026 | |
| 20 | Strategic Blueprint, LLC | $971K | 20K | ▲+33% Added · +5K sh | Q1 2026 | |
| 21 | Weaver Consulting Group | $901K | 19K | ▲+21% Added · +3K sh | Q1 2026 | |
| 22 | BLAIR WILLIAM & CO/IL | $889K | 19K | ▲+0.1% Added · +21 sh | Q1 2026 | |
| 23 | Trek Financial, LLC | $839K | 18K | ▲+57% Added · +6K sh | Q1 2026 | |
| 24 | AE Wealth Management LLC | $811K | 17K | ▲+38% Added · +5K sh | Q1 2026 | |
| 25 | OLD MISSION CAPITAL LLC | $809K | 17K | ▲+25% Added · +3K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 30 funds | $9.6B |
| ISHARES CORE S&P 500 ETFIVV | 30 funds | $8.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 30 funds | $6.1B |
| MICROSOFT CORPMSFT | 30 funds | $6.0B |
| AMAZON.COM INCAMZN | 30 funds | $5.9B |
| ALPHABET INC-CL AGOOGL | 30 funds | $4.0B |
| META PLATFORMS INC-CLASS AMETA | 30 funds | $3.2B |
| ALPHABET INC-CL CGOOG | 30 funds | $3.1B |
| JPMORGAN CHASE & COJPM | 30 funds | $3.0B |
| BROADCOM INCAVGO | 30 funds | $2.9B |
| INVESCO QQQ TRUST SERIES 1QQQ | 30 funds | $2.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 30 funds | $2.2B |
Ranked by how many of BFEB'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/BFEB/capital-change-brief"
Use Arkolith's capital_change_brief for BFEB. 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 BFEB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.