41 tracked 13F filers disclose a position in BFRZ as of the latest SEC 13F filings, a combined $75.8M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $11.8M | 450K | ▼−15% Reduced · −82K sh | Q1 2026 | |
| 2 | CWM, LLC | $11.8M | 447K | ▲+316% Added · +339K sh | Q1 2026 | |
| 3 | Visionary Wealth Advisors | $7.4M | 281K | ▲+103% Added · +143K sh | Q1 2026 | |
| 4 | Orion Porfolio Solutions, LLC | $5.1M | 194K | ▲+640% Added · +168K sh | Q1 2026 | |
| 5 | Sigma Planning Corp | $4.6M | 174K | ▲+3.0% Added · +5K sh | Q1 2026 | |
| 6 | Kestra Advisory Services, LLC | $4.7M | 172K | ▼−10% Reduced · −20K sh | Q2 2026 | |
| 7 | Balance Wealth Partners LLC | $4.1M | 152K | ▲+1.1% Added · +2K sh | Q2 2026 | |
| 8 | Signal Advisors Wealth, LLC | $2.6M | 95K | ▼−1.0% Reduced · −963 sh | Q2 2026 | |
| 9 | Encompass More Asset Management | $2.4M | 90K | ▲+37% Added · +24K sh | Q2 2026 | |
| 10 | Maia Wealth LLC | $2.2M | 81K | ▲+1.6% Added · +1K sh | Q2 2026 | |
| 11 | Farther Finance Advisors, LLC | $1.9M | 70K | ▲29× Added · +68K sh | Q1 2026 | |
| 12 | Atria Investments, Inc | $1.6M | 59K | ▲+67% Added · +24K sh | Q2 2026 | |
| 13 | SIGNATUREFD, LLC | $1.3M | 48K | ▲+1.9% Added · +908 sh | Q1 2026 | |
| 14 | AXXCESS WEALTH MANAGEMENT, LLC | $1.3M | 47K | ▲New +47K sh | Q2 2026 | |
| 15 | Cetera Investment Advisers | $986K | 37K | ▲+18% Added · +6K sh | Q1 2026 | |
| 16 | Sovran Advisors, LLC | $977K | 36K | ▼−2.8% Reduced · −1K sh | Q2 2026 | |
| 17 | JANE STREET GROUP, LLC | $934K | 35K | ▲+40% Added · +10K sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $904K | 34K | ▲New +34K sh | Q1 2026 | |
| 19 | INDEPENDENT FINANCIAL GROUP, LLC | $825K | 31K | ▲+94% Added · +15K sh | Q2 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $775K | 29K | ▲+237% Added · +21K sh | Q1 2026 | |
| 21 | Ashton Thomas Private Wealth, LLC | $728K | 27K | ▲+5.9% Added · +2K sh | Q2 2026 | |
| 22 | MML INVESTORS SERVICES, LLC | $695K | 26K | ▲New +26K sh | Q1 2026 | |
| 23 | WEALTHGARDEN F.S. LLC | $555K | 21K | ▼−0.1% Reduced · −25 sh | Q2 2026 | |
| 24 | HARBOUR INVESTMENTS, INC. | $505K | 19K | ▼−74% Reduced · −55K sh | Q1 2026 | |
| 25 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $506K | 19K | ▲New +19K 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, 4 funds opened a new position in BFRZ and 11 added to an existing one, while 6 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 |
|---|---|---|
| APPLE INCAAPL | 22 funds | $2.2B |
| MICROSOFT CORPMSFT | 22 funds | $1.3B |
| AMAZON.COM INCAMZN | 22 funds | $1.1B |
| ALPHABET INC-CL AGOOGL | 22 funds | $907.6M |
| NVIDIA CORPNVDA | 21 funds | $2.2B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 21 funds | $821.5M |
| ALPHABET INC-CL CGOOG | 21 funds | $710.3M |
| META PLATFORMS INC-CLASS AMETA | 21 funds | $508.8M |
| CATERPILLAR INCCAT | 21 funds | $346.9M |
| SPDR GOLD SHARESGLD | 21 funds | $346.0M |
| HOME DEPOT INCHD | 21 funds | $239.2M |
| INN DEFINED WEALTH SHIELDBALT | 21 funds | $89.6M |
Ranked by how many of BFRZ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| ZFEBmc | 78 funds | $71.7M |
| ZMARmc | 75 funds | $48.0M |
| ZDEKmc | 70 funds | $58.9M |
| ZSEPmc | 65 funds | $86.0M |
| ZOCTmc | 60 funds | $60.5M |
| ZNOVmc | 60 funds | $59.8M |
| ZJANmc | 58 funds | $44.4M |
| KDECmc | 55 funds | $53.3M |
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.