| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $45.2M | 1.4M | ▲+7.6% Added · +99K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $28.9M | 892K | ▲+1.8% Added · +16K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $23.9M | 736K | ▲New +736K sh | Q1 2026 | |
| 4 | Boston Partners | $13.7M | 422K | ▲+188% Added · +275K sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $13.4M | 414K | ▲+0.9% Added · +4K sh | Q1 2026 | |
| 6 | BAR HARBOR WEALTH MANAGEMENT | $14.5M | 385K | ▼−3.9% Reduced · −16K sh | Q2 2026 | |
| 7 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $12.2M | 375K | ▲+11% Added · +38K sh | Q1 2026 | |
| 8 | STATE STREET CORP | $12.0M | 370K | ▲+2.0% Added · +7K sh | Q1 2026 | |
| 9 | TWO SIGMA INVESTMENTS, LP | $8.2M | 253K | ▲+199% Added · +168K sh | Q1 2026 | |
| 10 | AMERICAN CENTURY COMPANIES INC | $8.1M | 248K | ▼−1.6% Reduced · −4K sh | Q1 2026 | |
| 11 | RENAISSANCE TECHNOLOGIES LLC | $6.0M | 184K | ▲+52% Added · +63K sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $5.1M | 157K | ▲+4.1% Added · +6K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $4.8M | 147K | ▲+17% Added · +21K sh | Q1 2026 | |
| 14 | MILLENNIUM MANAGEMENT LLC | $3.9M | 121K | ▲+258% Added · +88K sh | Q1 2026 | |
| 15 | Private Capital Management, LLC | $3.9M | 121K | ▲New +121K sh | Q1 2026 | |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | $3.9M | 120K | ▲New +120K sh | Q1 2026 | |
| 17 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.8M | 118K | ▲+5.2% Added · +6K sh | Q1 2026 | |
| 18 | Nuveen, LLC | $3.8M | 116K | ▲+58% Added · +43K sh | Q1 2026 | |
| 19 | VANGUARD FIDUCIARY TRUST CO | $3.6M | 111K | ▲New +111K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $3.4M | 106K | ▲+83% Added · +48K sh | Q1 2026 | |
| 21 | CITADEL ADVISORS LLC | $3.4M | 105K | ▲+315% Added · +79K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $2.7M | 84K | ▲+0.9% Added · +753 sh | Q1 2026 | |
| 23 | UBS Group AG | $2.5M | 77K | ▲+28% Added · +17K sh | Q1 2026 | |
| 24 | MERCER GLOBAL ADVISORS INC /ADV | $2.4M | 73K | ▲+61% Added · +28K sh | Q1 2026 | |
| 25 | BARCLAYS PLC | $2.3M | 71K | ▼−4.5% Reduced · −3K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 40 funds | $14.3B |
| AMAZON.COM INCAMZN | 40 funds | $11.4B |
| ALPHABET INC-CL AGOOGL | 40 funds | $9.5B |
| META PLATFORMS INC-CLASS AMETA | 40 funds | $6.8B |
| ELI LILLY & COLLY | 40 funds | $4.1B |
| COSTCO WHOLESALE CORPCOST | 40 funds | $3.3B |
| APPLIED MATERIALS INCAMAT | 40 funds | $2.1B |
| LAM RESEARCH CORPLRCX | 40 funds | $1.9B |
| NETFLIX INCNFLX | 40 funds | $1.8B |
| ADVANCED MICRO DEVICESAMD | 40 funds | $1.8B |
| BRISTOL-MYERS SQUIBB COBMY | 40 funds | $1.1B |
| NVIDIA CORPNVDA | 39 funds | $22.6B |
Ranked by how many of BHB's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 28, 2026 | Caras Matthew L | Director | Buy (P) | 760 | $26K |
| Mar 2, 2026 | Colter David M | Director | Buy (P) | 500 | $16K |
| Oct 30, 2025 | Caras Matthew L | Director | Buy (P) | 580 | $17K |
| Sep 10, 2025 | Shaw Brian D | Director | Buy (P) | 5K | $160K |
| Sep 10, 2025 | Shaw Brian D | Director | Buy (P) | 5K | $161K |
| Jun 14, 2024 | Simard Curtis C | PRESIDENT/CEO, Director | Buy (P) | 973 | $25K |
| Jun 14, 2024 | Caras Matthew L | Director | Buy (P) | 119 | $3K |
| Jun 14, 2024 | Smith Kenneth Eugene | Director | Buy (P) | 22 | $545 |
| Jun 14, 2024 | Smith Kenneth Eugene | Director | Buy (P) | 222 | $6K |
| Jun 14, 2024 | Smith Kenneth Eugene | Director | Buy (P) | 13 | $332 |
| Jun 14, 2024 | Smith Kenneth Eugene | Director | Buy (P) | 52 | $1K |
| Jun 14, 2024 | Colter David M | Director | Buy (P) | 17 | $437 |
This stock 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/BHB/capital-change-brief"
Use Arkolith's capital_change_brief for BHB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BHB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.