Among active 13F managers last quarter, 3 opened and 4 added, while 2 reduced; the largest holder to move was Trilogy Capital Inc. (+22%).
42 tracked 13F filers disclose a position in BFOR as of the latest SEC 13F filings, a combined $74.8M 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 | Morgan Stanley | 483K | $40.1M | ▼−0.3% Reduced · −2K sh | Q1 2026 | |
| 2 | Jones Financial Companies LLLP | 75K | $6.2M | ▲+72% Added · +32K sh | Q1 2026 | |
| 3 | Bank Of America Corp | 58K | $4.8M | ▲+7.2% Added · +4K sh | Q1 2026 | |
| 4 | Trilogy Capital Inc. | 44K | $4.2M | ▲+22% Added · +8K sh | Q2 2026 | |
| 5 | Susquehanna International Group, LLP | 31K | $2.6M | ▲+64% Added · +12K sh | Q1 2026 | |
| 6 | Texas Yale Capital Corp. | 23K | Withheld | ▲+300% Added · +17K sh | Q2 2026 | |
| 7 | National Bank Of Canada | 19K | $1.6M | ▲New +19K sh | Q1 2026 | |
| 8 | GTS Securities LLC | 17K | $1.4M | ▲+42% Added · +5K sh | Q1 2026 | |
| 9 | LPL Financial LLC | 14K | $1.2M | ▲+5.0% Added · +670 sh | Q1 2026 | |
| 10 | Alteri Wealth LLC | 13K | $1.3M | ▲+2.8% Added · +356 sh | Q2 2026 | |
| 11 | Sanctuary Advisors, LLC | 11K | $1.1M | ▼−7.5% Reduced · −936 sh | Q2 2026 | |
| 12 | RMR Capital Management, LLC | 11K | $1.1M | ▼−1.7% Reduced · −195 sh | Q2 2026 | |
| 13 | UBS Group AG | 10K | $843K | ▲+11% Added · +1K sh | Q1 2026 | |
| 14 | Bantamac Capital, LLC | 10K | $956K | ▼−7.1% Reduced · −767 sh | Q2 2026 | |
| 15 | Wells Fargo & Company | 9K | $737K | ▼−1.3% Reduced · −121 sh | Q1 2026 | |
| 16 | Waverly Advisors, LLC | 8K | $810K | —Held | Q2 2026 | |
| 17 | Aspire Capital Advisors LLC | 7K | $636K | ▲New +7K sh | Q2 2026 | |
| 18 | FMR LLC | 6K | $575K | ▲+9.2% Added · +508 sh | Q2 2026 | |
| 19 | Osaic Holdings, Inc. | 5K | $450K | ▼−0.7% Reduced · −38 sh | Q1 2026 | |
| 20 | Raymond James Financial Inc | 5K | $440K | ▼−0.5% Reduced · −25 sh | Q1 2026 | |
| 21 | Stifel Financial Corp | 4K | $354K | ▼−1.1% Reduced · −50 sh | Q1 2026 | |
| 22 | IFP Advisors, Inc | 4K | $401K | ▲+0.3% Added · +12 sh | Q2 2026 | |
| 23 | CWA Asset Management Group, LLC | 4K | $335K | —Held | Q2 2026 | |
| 24 | Asset Dedication, LLC | 3K | $309K | —Held | Q2 2026 | |
| 25 | Sensible Money, LLC | 3K | $309K | —Held | 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 3 funds opened a new position in BFOR and 4 added to an existing one, 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 |
|---|---|---|
| Nvidia CorpNVDA | 17 funds | $35.8B |
| Apple IncAAPL | 17 funds | $28.2B |
| Microsoft CorpMSFT | 17 funds | $24.5B |
| Amazon.com IncAMZN | 17 funds | $16.1B |
| Alphabet Inc-CL CGOOG | 17 funds | $9.3B |
| Visa Inc-Class A SharesV | 17 funds | $4.4B |
| Abbvie IncABBV | 17 funds | $3.3B |
| Costco Wholesale CorpCOST | 17 funds | $3.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 17 funds | $670.5M |
| Alphabet Inc-CL AGOOGL | 16 funds | $13.5B |
| Eli Lilly & CoLLY | 16 funds | $6.8B |
| JPMorgan Chase & CoJPM | 16 funds | $5.9B |
Ranked by how many of BFOR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BFOR.
| Class | 13F holders | Value held |
|---|---|---|
| AMLPmc | 746 funds | $5.5B |
| SDOGmc | 158 funds | $426.7M |
| OUSAcommon | 124 funds | $337.2M |
| ENFRmc | 118 funds | $230.6M |
| OUSMmc | 116 funds | $543.3M |
| IDOGSHS | 76 funds | $335.2M |
| SMTHSMITH CORE PLUS | 75 funds | $2.2B |
| SBIOMF Closed and MF Open | 68 funds | $50.9M |
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 BFOR
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/BFOR/capital-change-brief"
Use Arkolith's capital_change_brief for BFOR. 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 BFOR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.