84 tracked 13F filers disclose a position in BHK as of the latest SEC 13F filings, a combined $137.2M 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 | $25.1M | 2.7M | ▲+7.3% Added · +187K sh | Q1 2026 | |
| 2 | Karpus Management, Inc. | $17.2M | 1.9M | ▼−0.2% Reduced · −4K sh | Q1 2026 | |
| 3 | UBS Group AG | $12.6M | 1.4M | ▲+9.7% Added · +122K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $10.9M | 1.2M | ▲+14% Added · +148K sh | Q1 2026 | |
| 5 | GUGGENHEIM CAPITAL LLC | $10.3M | 1.1M | ▼−3.6% Reduced · −42K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $6.6M | 719K | ▲+15% Added · +96K sh | Q1 2026 | |
| 7 | 1607 Capital Partners, LLC | $5.0M | 541K | ▲+19% Added · +87K sh | Q1 2026 | |
| 8 | Dynamic Advisor Solutions LLC | $4.4M | 480K | ▲+11% Added · +46K sh | Q2 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $4.0M | 439K | ▲+8.5% Added · +34K sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $3.2M | 350K | ▼−16% Reduced · −68K sh | Q1 2026 | |
| 11 | Allspring Global Investments Holdings, LLC | $3.2M | 349K | ▲+145% Added · +207K sh | Q1 2026 | |
| 12 | Rockefeller Capital Management L.P. | $3.0M | 324K | ▲+47% Added · +104K sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $2.8M | 305K | ▲+53% Added · +106K sh | Q1 2026 | |
| 14 | FIRST TRUST ADVISORS LP | $2.1M | 235K | ▲+130% Added · +133K sh | Q1 2026 | |
| 15 | Private Advisor Group, LLC | $1.8M | 194K | ▼−43% Reduced · −146K sh | Q2 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 187K | ▲+7.6% Added · +13K sh | Q1 2026 | |
| 17 | STIFEL FINANCIAL CORP | $1.5M | 159K | ▼−0.6% Reduced · −891 sh | Q1 2026 | |
| 18 | PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $1.3M | 146K | ▲+37% Added · +39K sh | Q2 2026 | |
| 19 | MELFA WEALTH MANAGEMENT, INC. | $1.1M | 123K | —Held | Q2 2026 | |
| 20 | Kestra Advisory Services, LLC | $1.0M | 114K | ▲Added Added · +114K sh | Q2 2026 | |
| 21 | ProVise Management Group, LLC | $1.0M | 111K | ▼−4.3% Reduced · −5K sh | Q2 2026 | |
| 22 | RIVERBRIDGE PARTNERS LLC | $966K | 105K | ▲New +105K sh | Q2 2026 | |
| 23 | Mesirow Financial Investment Management, Inc. | $844K | 92K | ▲+24% Added · +18K sh | Q2 2026 | |
| 24 | IBEX WEALTH ADVISORS | $834K | 91K | ▼−2.6% Reduced · −2K sh | Q2 2026 | |
| 25 | ECLECTIC ASSOCIATES INC /ADV | $821K | 90K | ▲+2.8% 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, 3 funds opened a new position in BHK and 14 added to an existing one, while 9 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 | 36 funds | $4.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 35 funds | $1.5B |
| APPLE INCAAPL | 34 funds | $4.0B |
| ALPHABET INC-CL AGOOGL | 34 funds | $3.5B |
| NVIDIA CORPNVDA | 33 funds | $4.1B |
| AMAZON.COM INCAMZN | 33 funds | $2.7B |
| META PLATFORMS INC-CLASS AMETA | 33 funds | $1.1B |
| ALPHABET INC-CL CGOOG | 32 funds | $1.7B |
| JOHNSON & JOHNSONJNJ | 32 funds | $1.1B |
| JPMORGAN CHASE & COJPM | 32 funds | $878.1M |
| INVESCO QQQ TRUST SERIES 1QQQ | 31 funds | $1.6B |
| WALMART INCWMT | 31 funds | $723.1M |
Ranked by how many of BHK's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Oct 29, 2024 | Harris Stayce D. | Director | Buy (P) | 10 | $114 |
| Nov 8, 2023 | MacLellan Scott | Insider | Sell (S) | 1K | $13K |
| Jun 29, 2021 | CAVANAGH RICHARD | Director | Sell (S) | 626 | $10K |
Connected entities for BHK
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/BHK/capital-change-brief"
Use Arkolith's capital_change_brief for BHK. 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 BHK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.