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/BILS/capital-change-brief"
Use Arkolith's capital_change_brief for BILS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $366.3M | 3.7M | ▲+2.5% Added · +90K sh | Q1 2026 | |
| 2 | CWM, LLC | $200.8M | 2.0M | ▼−1.8% Reduced · −38K sh | Q1 2026 | |
| 3 | AMERIPRISE FINANCIAL INC | $141.3M | 1.4M | ▲+37% Added · +383K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $132.3M | 1.3M | ▼−1.3% Reduced · −17K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $63.5M | 639K | ▼−0.1% Reduced · −397 sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $60.1M | 605K | ▼−0.8% Reduced · −5K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $46.7M | 470K | ▲+44% Added · +145K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $44.4M | 446K | ▲+0.9% Added · +4K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $41.8M | 421K | ▲+1.4% Added · +6K sh | Q1 2026 | |
| 10 | UBS Group AG | $39.5M | 397K | ▼−8.7% Reduced · −38K sh | Q1 2026 | |
| 11 | Ashton Thomas Private Wealth, LLC | $36.3M | 365K | ▼−6.3% Reduced · −25K sh | Q1 2026 | |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $35.2M | 354K | ▼−33% Reduced · −174K sh | Q1 2026 | |
| 13 | NewEdge Advisors, LLC | $31.0M | 312K | ▲+237% Added · +219K sh | Q1 2026 | |
| 14 | Proficio Capital Partners LLC | $28.8M | 289K | ▲+166% Added · +180K sh | Q1 2026 | |
| 15 | TRUIST FINANCIAL CORP | $28.3M | 285K | ▲+5.0% Added · +14K sh | Q1 2026 | |
| 16 | Cetera Investment Advisers | $26.7M | 268K | ▼−12% Reduced · −36K sh | Q1 2026 | |
| 17 | MML INVESTORS SERVICES, LLC | $25.8M | 259K | ▼−5.3% Reduced · −14K sh | Q1 2026 | |
| 18 | AQR CAPITAL MANAGEMENT LLC | $25.5M | 256K | ▼−21% Reduced · −68K sh | Q1 2026 | |
| 19 | Cerity Partners LLC | $24.1M | 242K | ▲+116% Added · +130K sh | Q1 2026 | |
| 20 | AlphaCore Capital LLC | $21.7M | 218K | ▲+16% Added · +29K sh | Q1 2026 | |
| 21 | Integrated Wealth Concepts LLC | $21.2M | 213K | ▲+34% Added · +54K sh | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $20.5M | 206K | ▼−42% Reduced · −148K sh | Q1 2026 | |
| 23 | HighTower Advisors, LLC | $19.5M | 196K | ▲+11% Added · +19K sh | Q1 2026 | |
| 24 | CWA Asset Management Group, LLC | $18.4M | 185K | ▼−2.8% Reduced · −5K sh | Q2 2026 | |
| 25 | Focus Partners Wealth | $18.4M | 185K | ▼−41% Reduced · −128K 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 |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 89 funds | $13.1B |
| BROADCOM INCAVGO | 89 funds | $8.4B |
| ALPHABET INC-CL CGOOG | 89 funds | $6.7B |
| TESLA INCTSLA | 89 funds | $4.5B |
| SPDR GOLD SHARESGLD | 89 funds | $3.7B |
| ISHARES CORE S&P 500 ETFIVV | 88 funds | $21.7B |
| APPLE INCAAPL | 88 funds | $21.3B |
| NVIDIA CORPNVDA | 88 funds | $20.7B |
| MICROSOFT CORPMSFT | 88 funds | $16.0B |
| ALPHABET INC-CL AGOOGL | 88 funds | $11.0B |
| INVESCO QQQ TRUST SERIES 1QQQ | 88 funds | $6.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 88 funds | $5.8B |
Ranked by how many of BILS'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 BILS. 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.