33 tracked 13F filers disclose a position in BFOR as of the latest SEC 13F filings, a combined $70.9M 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 | MORGAN STANLEY | $40.1M | 483K | ▼−0.3% Reduced · −2K sh | Q1 2026 | |
| 2 | JONES FINANCIAL COMPANIES LLLP | $6.2M | 75K | ▲+72% Added · +32K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $4.8M | 58K | ▲+7.2% Added · +4K sh | Q1 2026 | |
| 4 | Trilogy Capital Inc. | $4.2M | 44K | ▲+22% Added · +8K sh | Q2 2026 | |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.6M | 31K | ▲+64% Added · +12K sh | Q1 2026 | |
| 6 | NATIONAL BANK OF CANADA /FI/ | $1.6M | 19K | ▲New +19K sh | Q1 2026 | |
| 7 | GTS SECURITIES LLC | $1.4M | 17K | ▲+42% Added · +5K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $1.2M | 14K | ▲+5.0% Added · +670 sh | Q1 2026 | |
| 9 | Sanctuary Advisors, LLC | $1.0M | 12K | ▼−3.7% Reduced · −480 sh | Q1 2026 | |
| 10 | RMR Capital Management, LLC | $938K | 11K | ▼−0.2% Reduced · −27 sh | Q1 2026 | |
| 11 | UBS Group AG | $843K | 10K | ▲+11% Added · +1K sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $737K | 9K | ▼−1.3% Reduced · −121 sh | Q1 2026 | |
| 13 | Waverly Advisors, LLC | $703K | 8K | —Held | Q1 2026 | |
| 14 | Texas Yale Capital Corp. | $479K | 6K | —Held | Q1 2026 | |
| 15 | FMR LLC | $457K | 6K | —Held | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $450K | 5K | ▼−0.7% Reduced · −38 sh | Q1 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $440K | 5K | ▼−0.5% Reduced · −25 sh | Q1 2026 | |
| 18 | STIFEL FINANCIAL CORP | $354K | 4K | ▼−1.1% Reduced · −50 sh | Q1 2026 | |
| 19 | IFP Advisors, Inc | $401K | 4K | ▲+0.3% Added · +12 sh | Q2 2026 | |
| 20 | CWA Asset Management Group, LLC | $335K | 4K | —Held | Q2 2026 | |
| 21 | Asset Dedication, LLC | $269K | 3K | —Held | Q1 2026 | |
| 22 | Orange Investment Advisors, Inc. | $287K | 3K | —Held | Q2 2026 | |
| 23 | RVW Wealth, LLC | $277K | 3K | —Held | Q2 2026 | |
| 24 | Rockefeller Capital Management L.P. | $224K | 3K | ▲+30% Added · +629 sh | Q1 2026 | |
| 25 | ROYAL BANK OF CANADA | $194K | 2K | —Held | 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 BFOR and 3 added to an existing one, while 1 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 10 funds | $3.6B |
| NVIDIA CORPNVDA | 10 funds | $3.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 10 funds | $2.9B |
| ISHARES CORE S&P 500 ETFIVV | 10 funds | $2.9B |
| VANGUARD S&P 500 ETFVOO | 10 funds | $2.7B |
| ALPHABET INC-CL AGOOGL | 10 funds | $2.3B |
| BROADCOM INCAVGO | 10 funds | $1.7B |
| JPMORGAN CHASE & COJPM | 10 funds | $1.7B |
| ALPHABET INC-CL CGOOG | 10 funds | $1.3B |
| META PLATFORMS INC-CLASS AMETA | 10 funds | $1.3B |
| VANGUARD GROWTH ETFVUG | 10 funds | $1.2B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 10 funds | $1.1B |
Ranked by how many of BFOR'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/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.