Among active 13F managers last quarter, 2 opened and 15 added, while 6 reduced; the largest holder to move was Orion Porfolio Solutions, LLC (+30%).
46 tracked 13F filers disclose a position in BFRZ as of the latest SEC 13F filings, a combined $94.7M 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 | Envestnet Asset Management Inc | 450K | $11.8M | ▼−15% Reduced · −82K sh | Q1 2026 | |
| 2 | CWM, LLC | 447K | $11.8M | ▲+316% Added · +339K sh | Q1 2026 | |
| 3 | Visionary Wealth Advisors | 366K | $9.9M | ▲+30% Added · +85K sh | Q2 2026 | |
| 4 | Triad Wealth Partners, LLC | 346K | $9.4M | ▲+27% Added · +73K sh | Q2 2026 | |
| 5 | Orion Porfolio Solutions, LLC | 253K | $6.8M | ▲+30% Added · +59K sh | Q2 2026 | |
| 6 | Sigma Planning Corp | 176K | $4.8M | ▲+1.1% Added · +2K sh | Q2 2026 | |
| 7 | Kestra Advisory Services, LLC | 172K | $4.7M | ▼−10% Reduced · −20K sh | Q2 2026 | |
| 8 | Balance Wealth Partners LLC | 152K | $4.1M | ▲+1.1% Added · +2K sh | Q2 2026 | |
| 9 | ATX Financial Planning, LLC | 96K | $2.6M | ▼−50% Reduced · −97K sh | Q2 2026 | |
| 10 | Signal Advisors Wealth, LLC | 95K | $2.6M | ▼−1.0% Reduced · −963 sh | Q2 2026 | |
| 11 | Encompass More Asset Management | 90K | $2.4M | ▲+37% Added · +24K sh | Q2 2026 | |
| 12 | Maia Wealth LLC | 81K | $2.2M | ▲+1.6% Added · +1K sh | Q2 2026 | |
| 13 | Farther Finance Advisors, LLC | 70K | $1.9M | ▲29× Added · +68K sh | Q1 2026 | |
| 14 | Atria Investments, Inc | 59K | $1.6M | ▲+67% Added · +24K sh | Q2 2026 | |
| 15 | Planwiser Financial, LLC | 52K | $1.4M | ▲+4.2% Added · +2K sh | Q2 2026 | |
| 16 | MML Investors Services, LLC | 48K | $1.3M | ▲+83% Added · +22K sh | Q2 2026 | |
| 17 | Signaturefd, LLC | 48K | $1.3M | ▲+1.9% Added · +908 sh | Q1 2026 | |
| 18 | Axxcess Wealth Management, LLC | 47K | $1.3M | ▲New +47K sh | Q2 2026 | |
| 19 | Cetera Investment Advisers | 37K | $986K | ▲+18% Added · +6K sh | Q1 2026 | |
| 20 | Sovran Advisors, LLC | 36K | $977K | ▼−2.8% Reduced · −1K sh | Q2 2026 | |
| 21 | Jane Street Group, LLC | 35K | $934K | ▲+40% Added · +10K sh | Q1 2026 | |
| 22 | Morgan Stanley | 34K | $904K | ▲New +34K sh | Q1 2026 | |
| 23 | Independent Financial Group, LLC | 31K | $825K | ▲+94% Added · +15K sh | Q2 2026 | |
| 24 | Osaic Holdings, Inc. | 29K | $775K | ▲+237% Added · +21K sh | Q1 2026 | |
| 25 | Ashton Thomas Private Wealth, LLC | 27K | $728K | ▲+5.9% Added · +2K 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, 2 funds opened a new position in BFRZ and 15 added to an existing one, while 6 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 |
|---|---|---|
| Apple IncAAPL | 24 funds | $2.5B |
| Microsoft CorpMSFT | 24 funds | $1.4B |
| Amazon.com IncAMZN | 24 funds | $1.2B |
| Alphabet Inc-CL AGOOGL | 24 funds | $1.0B |
| Ishares Core S&P 500 ETFIVV | 23 funds | $2.7B |
| Nvidia CorpNVDA | 23 funds | $2.4B |
| Vanguard S&P 500 ETFVOO | 23 funds | $1.6B |
| Invesco QQQ Trust Series 1QQQ | 23 funds | $1.2B |
| Vanguard Total Stock MKT ETFVTI | 23 funds | $931.2M |
| Ishares Core Msci Eafe ETFIEFA | 23 funds | $791.5M |
| Alphabet Inc-CL CGOOG | 23 funds | $786.6M |
| Meta Platforms Inc-Class AMETA | 23 funds | $549.7M |
Ranked by how many of BFRZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BFRZ.
| Class | 13F holders | Value held |
|---|---|---|
| ZFEBmc | 94 funds | $83.9M |
| ZMARmc | 82 funds | $50.5M |
| ZDEKmc | 77 funds | $64.0M |
| ZJUNmc | 73 funds | $63.3M |
| ZSEPmc | 71 funds | $85.3M |
| ZNOVmc | 68 funds | $54.2M |
| ZOCTmc | 67 funds | $62.1M |
| KDECmc | 63 funds | $63.2M |
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 BFRZ
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/BFRZ/capital-change-brief"
Use Arkolith's capital_change_brief for BFRZ. 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 BFRZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.