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/BIL/capital-change-brief"
Use Arkolith's capital_change_brief for BIL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $2.8B | 30.5M | ▲+28% Added · +6.6M sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $1.7B | 18.9M | ▲+15% Added · +2.4M sh | Q1 2026 | |
| 3 | LPL Financial LLC | $1.5B | 16.8M | ▲+27% Added · +3.6M sh | Q1 2026 | |
| 4 | Howard Capital Management Inc. | $1.2B | 12.8M | ▲18× Added · +12.1M sh | Q1 2026 | |
| 5 | UBS Group AG | $760.7M | 8.3M | ▲+1.3% Added · +104K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $751.0M | 8.2M | ▲+17% Added · +1.2M sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $739.0M | 8.1M | ▼−1.3% Reduced · −104K sh | Q1 2026 | |
| 8 | 3EDGE Asset Management, LP | $713.9M | 7.8M | ▲+218% Added · +5.3M sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $668.6M | 7.3M | ▲+138% Added · +4.2M sh | Q1 2026 | |
| 10 | ASSETMARK, INC | $523.0M | 5.7M | ▲+291% Added · +4.2M sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $493.0M | 5.4M | ▲+29% Added · +1.2M sh | Q1 2026 | |
| 12 | AQR CAPITAL MANAGEMENT LLC | $457.7M | 5.0M | ▲+8.2% Added · +377K sh | Q1 2026 | |
| 13 | STIFEL FINANCIAL CORP | $439.7M | 4.8M | ▲+2.9% Added · +134K sh | Q1 2026 | |
| 14 | IEQ CAPITAL, LLC | $437.8M | 4.8M | ▲+19% Added · +767K sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | $398.5M | 4.3M | ▲+52% Added · +1.5M sh | Q1 2026 | |
| 16 | Capital Wealth Planning, LLC | $364.9M | 4.0M | ▼−17% Reduced · −826K sh | Q1 2026 | |
| 17 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $325.1M | 3.6M | ▲+30% Added · +823K sh | Q1 2026 | |
| 18 | WESTWOOD HOLDINGS GROUP INC | $321.5M | 3.5M | ▲26× Added · +3.4M sh | Q1 2026 | |
| 19 | AMERIPRISE FINANCIAL INC | $269.2M | 2.9M | ▲+100% Added · +1.5M sh | Q1 2026 | |
| 20 | CWM, LLC | $241.1M | 2.6M | ▲+6.5% Added · +160K sh | Q1 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $219.8M | 2.4M | ▲+7.4% Added · +165K sh | Q1 2026 | |
| 22 | OPPENHEIMER ASSET MANAGEMENT INC. | $210.1M | 2.3M | ▼−0.5% Reduced · −13K sh | Q1 2026 | |
| 23 | AGF MANAGEMENT LTD | $187.1M | 2.0M | ▲+43% Added · +614K sh | Q1 2026 | |
| 24 | Composition Wealth, LLC | $182.9M | 2.0M | ▲+27% Added · +426K sh | Q1 2026 | |
| 25 | Ashton Thomas Private Wealth, LLC | $175.8M | 1.9M | ▼−4.0% Reduced · −80K 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 | 261 funds | $120.6B |
| NVIDIA CORPNVDA | 259 funds | $156.3B |
| APPLE INCAAPL | 257 funds | $126.3B |
| ALPHABET INC-CL CGOOG | 257 funds | $56.1B |
| AMAZON.COM INCAMZN | 256 funds | $87.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 256 funds | $28.6B |
| ALPHABET INC-CL AGOOGL | 255 funds | $72.7B |
| META PLATFORMS INC-CLASS AMETA | 253 funds | $49.9B |
| BROADCOM INCAVGO | 251 funds | $60.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 250 funds | $19.2B |
| EXXON MOBIL CORPXOM | 249 funds | $29.2B |
| JPMORGAN CHASE & COJPM | 248 funds | $34.9B |
Ranked by how many of BIL's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BIL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.