Among active 13F managers last quarter, 2 opened and 1 added, while 1 reduced; the largest holder to move was WealthPlan Investment Management, LLC (−9.7%).
7 tracked 13F filers disclose a position in BFLB as of the latest SEC 13F filings, a combined $70.5M 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 | WealthPlan Investment Management, LLC | 945K | $51.4M | ▼−9.7% Reduced · −101K sh | Q2 2026 | |
| 2 | WealthPLAN Partners, LLC | 186K | $10.2M | ▲+2.0% Added · +4K sh | Q2 2026 | |
| 3 | Steward Partners Investment Advisory, LLC | 127K | $6.9M | ▲+9.3% Added · +11K sh | Q2 2026 | |
| 4 | CWC Advisors, LLC. | 27K | $1.4M | ▲New +27K sh | Q2 2026 | |
| 5 | Old Mission Capital LLC | 7K | $338K | ▲New +7K sh | Q1 2026 | |
| 6 | Composition Wealth, LLC | 4K | $200K | ▲New +4K sh | Q2 2026 | |
| 7 | UBS Group AG | 178 | $9K | ▼−11% Reduced · −22 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, 2 funds opened a new position in BFLB and 1 added to an existing one, while 1 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 |
|---|---|---|
| SS SPDR S&P 500 ETF Trust-USSPY | 4 funds | $348.6M |
| Invesco QQQ Trust Series 1QQQ | 4 funds | $95.9M |
| Nvidia CorpNVDA | 4 funds | $82.8M |
| Tesla IncTSLA | 4 funds | $50.2M |
| Vaneck Ig Floating Rate ETFFLTR | 4 funds | $23.8M |
| Schwab US Aggregate Bond ETFSCHZ | 4 funds | $9.4M |
| Lockheed Martin CorpLMT | 4 funds | $6.1M |
| Ishares Core Msci EmergingIEMG | 3 funds | $673.3M |
| Apple IncAAPL | 3 funds | $155.3M |
| Ishares Core S&P 500 ETFIVV | 3 funds | $149.8M |
| Vanguard S&P 500 ETFVOO | 3 funds | $131.7M |
| Vanguard Total Stock MKT ETFVTI | 3 funds | $70.7M |
Ranked by how many of BFLB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BFLB.
| Class | 13F holders | Value held |
|---|---|---|
| AAEQExchange Traded Fund | 39 funds | $298.8M |
| AAUACom | 34 funds | $233.7M |
| USEWExchange Traded Fund | 34 funds | $127.4M |
| ORRMILITIA LONG/SHO | 33 funds | $77.8M |
| AAUSETF | 26 funds | $333.3M |
| GEWETF | 25 funds | $63.6M |
| FMTMmc | 24 funds | $36.5M |
| GEQETF | 23 funds | $57.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for BFLB
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/BFLB/capital-change-brief"
Use Arkolith's capital_change_brief for BFLB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for BFLB. Filings are public domain, sourced to SEC EDGAR.