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/BKAG/capital-change-brief"
Use Arkolith's capital_change_brief for BKAG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RPOA Advisors, Inc. | $870.1M | 20.6M | ▼−21% Reduced · −5.3M sh | Q1 2026 | |
| 2 | Bank of New York Mellon Corp | $222.8M | 5.3M | ▲+88% Added · +2.5M sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $100.3M | 2.4M | ▼−0.9% Reduced · −21K sh | Q1 2026 | |
| 4 | Talon Private Wealth, LLC | $50.7M | 1.2M | ▼−12% Reduced · −160K sh | Q1 2026 | |
| 5 | Aptus Capital Advisors, LLC | $46.0M | 1.1M | ▲+0.5% Added · +5K sh | Q1 2026 | |
| 6 | Integrated Wealth Concepts LLC | $36.4M | 863K | ▲+20% Added · +147K sh | Q1 2026 | |
| 7 | Glen Eagle Advisors, LLC | $30.2M | 716K | ▲+8.5% Added · +56K sh | Q1 2026 | |
| 8 | CENTRAL TRUST Co | $29.7M | 704K | ▲+10% Added · +67K sh | Q1 2026 | |
| 9 | GM Advisory Group, LLC | $26.0M | 616K | ▲+5.4% Added · +32K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $19.9M | 472K | ▲2k× Added · +472K sh | Q1 2026 | |
| 11 | Carolina Wealth Advisors, LLC | $12.9M | 307K | ▲+1.9% Added · +6K sh | Q2 2026 | |
| 12 | MORGAN STANLEY | $9.9M | 234K | ▲+27% Added · +50K sh | Q1 2026 | |
| 13 | Tailwinds Wealth, LLC | $8.0M | 190K | ▲+199% Added · +126K sh | Q2 2026 | |
| 14 | LPL Financial LLC | $7.5M | 178K | ▲+3.6% Added · +6K sh | Q1 2026 | |
| 15 | MARIPAU WEALTH MANAGEMENT LLC | $6.2M | 147K | ▲+7.8% Added · +11K sh | Q1 2026 | |
| 16 | Rockefeller Capital Management L.P. | $5.4M | 129K | ▼−3.6% Reduced · −5K sh | Q1 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $5.2M | 123K | ▲+172% Added · +78K sh | Q1 2026 | |
| 18 | Equitable Holdings, Inc. | $4.6M | 109K | ▲+5.8% Added · +6K sh | Q1 2026 | |
| 19 | Second Line Capital, LLC | $4.4M | 104K | ▲+9.4% Added · +9K sh | Q1 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 102K | ▲+36% Added · +27K sh | Q1 2026 | |
| 21 | GUARDIAN WEALTH ADVISORS, LLC / NC | $3.7M | 88K | ▲+5.9% Added · +5K sh | Q1 2026 | |
| 22 | First Heartland Consultants, Inc. | $3.7M | 88K | ▼−58% Reduced · −122K sh | Q2 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $3.3M | 78K | ▼−3.8% Reduced · −3K sh | Q1 2026 | |
| 24 | Advisory Services Network, LLC | $2.7M | 65K | ▲+22% Added · +12K sh | Q1 2026 | |
| 25 | NewEdge Advisors, LLC | $2.6M | 61K | ▲+196% Added · +40K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 20 funds | $7.7B |
| ISHARES CORE S&P 500 ETFIVV | 20 funds | $7.2B |
| MICROSOFT CORPMSFT | 20 funds | $6.6B |
| VANGUARD S&P 500 ETFVOO | 20 funds | $6.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 20 funds | $5.9B |
| ALPHABET INC-CL AGOOGL | 20 funds | $4.4B |
| BROADCOM INCAVGO | 20 funds | $3.3B |
| JPMORGAN CHASE & COJPM | 20 funds | $2.9B |
| META PLATFORMS INC-CLASS AMETA | 20 funds | $2.9B |
| ALPHABET INC-CL CGOOG | 20 funds | $2.6B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 20 funds | $2.5B |
| VANGUARD GROWTH ETFVUG | 20 funds | $2.4B |
Ranked by how many of BKAG'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 BKAG. 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.