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/BIV/capital-change-brief"
Use Arkolith's capital_change_brief for BIV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | $2.1B | 27.8M | ▲+8.8% Added · +2.2M sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $1.8B | 23.6M | ▲+40% Added · +6.7M sh | Q1 2026 | |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $931.6M | 12.1M | ▲+7.5% Added · +842K sh | Q1 2026 | |
| 4 | GOLDMAN SACHS GROUP INC | $799.4M | 10.4M | ▲+6.6% Added · +643K sh | Q1 2026 | |
| 5 | EP Wealth Advisors, LLC | $790.4M | 10.2M | ▲+19% Added · +1.6M sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $642.6M | 8.3M | ▲+11% Added · +855K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $554.4M | 7.2M | ▲+8.1% Added · +541K sh | Q1 2026 | |
| 8 | Baird Financial Group, Inc. | $431.9M | 5.6M | ▲+17% Added · +822K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $407.8M | 5.3M | ▲+2.5% Added · +128K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $324.3M | 4.2M | ▼−0.3% Reduced · −11K sh | Q1 2026 | |
| 11 | MATHER GROUP, LLC. | $285.6M | 3.7M | ▲+5.0% Added · +175K sh | Q1 2026 | |
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $285.1M | 3.7M | ▲+4.5% Added · +159K sh | Q1 2026 | |
| 13 | JONES FINANCIAL COMPANIES LLLP | $238.0M | 3.1M | ▲+26% Added · +649K sh | Q1 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $194.7M | 2.5M | ▲+12% Added · +280K sh | Q1 2026 | |
| 15 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $177.9M | 2.3M | ▲New +2.3M sh | Q1 2026 | |
| 16 | LINCOLN NATIONAL CORP | $168.7M | 2.2M | ▲+1.6% Added · +34K sh | Q1 2026 | |
| 17 | ROYAL BANK OF CANADA | $161.0M | 2.1M | ▲+8.1% Added · +156K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $159.3M | 2.1M | ▼−4.5% Reduced · −99K sh | Q1 2026 | |
| 19 | Mariner, LLC | $154.4M | 2.0M | ▲+6.5% Added · +122K sh | Q1 2026 | |
| 20 | Zhang Financial LLC | $145.9M | 1.9M | ▲+24% Added · +370K sh | Q1 2026 | |
| 21 | Retirement Investment Advisors, Inc. | $138.2M | 1.8M | ▲+6.3% Added · +109K sh | Q2 2026 | |
| 22 | Cetera Investment Advisers | $131.6M | 1.7M | ▲+8.7% Added · +137K sh | Q1 2026 | |
| 23 | UBS Group AG | $131.3M | 1.7M | ▼−8.4% Reduced · −156K sh | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | $115.8M | 1.5M | ▲+7.3% Added · +102K sh | Q1 2026 | |
| 25 | FIFTH THIRD BANCORP | $115.5M | 1.5M | ▲12× Added · +1.4M 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| VANGUARD FTSE DEVELOPED ETFVEA | 219 funds | $20.0B |
| NVIDIA CORPNVDA | 218 funds | $43.5B |
| MICROSOFT CORPMSFT | 218 funds | $36.4B |
| JPMORGAN CHASE & COJPM | 217 funds | $17.0B |
| ELI LILLY & COLLY | 217 funds | $9.9B |
| VISA INC-CLASS A SHARESV | 217 funds | $9.2B |
| HOME DEPOT INCHD | 217 funds | $6.3B |
| ISHARES CORE S&P 500 ETFIVV | 216 funds | $53.3B |
| APPLE INCAAPL | 216 funds | $49.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 216 funds | $27.8B |
| VANGUARD S&P 500 ETFVOO | 216 funds | $25.0B |
| ALPHABET INC-CL CGOOG | 216 funds | $17.2B |
Ranked by how many of BIV'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BIV. 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.