85 tracked 13F filers disclose a position in BKAG as of the latest SEC 13F filings, a combined $1.8B 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 | RPOA Advisors, Inc. | $869.6M | 20.7M | ▲+0.5% Added · +110K sh | Q2 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 | TOTAL INVESTMENT MANAGEMENT INC | $71.5M | 1.7M | ▲+0.8% Added · +14K sh | Q2 2026 | |
| 5 | Integrated Wealth Concepts LLC | $66.9M | 1.6M | ▲+85% Added · +732K sh | Q2 2026 | |
| 6 | Talon Private Wealth, LLC | $50.7M | 1.2M | ▼−12% Reduced · −160K sh | Q1 2026 | |
| 7 | Aptus Capital Advisors, LLC | $47.7M | 1.1M | ▲+4.4% Added · +48K sh | Q2 2026 | |
| 8 | Signal Advisors Wealth, LLC | $44.6M | 1.1M | ▲+28% Added · +235K sh | Q2 2026 | |
| 9 | Tanager Wealth Management LLP | $42.7M | 1.0M | ▼−15% Reduced · −186K sh | Q2 2026 | |
| 10 | Glen Eagle Advisors, LLC | $30.2M | 716K | ▲+8.5% Added · +56K sh | Q1 2026 | |
| 11 | CENTRAL TRUST Co | $29.7M | 704K | ▲+10% Added · +67K sh | Q1 2026 | |
| 12 | GM Advisory Group, LLC | $26.0M | 616K | ▲+5.4% Added · +32K sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $19.9M | 472K | ▲2k× Added · +472K sh | Q1 2026 | |
| 14 | CRUX WEALTH ADVISORS | $13.6M | 324K | ▲+0.3% Added · +979 sh | Q2 2026 | |
| 15 | Carolina Wealth Advisors, LLC | $12.9M | 307K | ▲+1.9% Added · +6K sh | Q2 2026 | |
| 16 | Lord & Richards Wealth Management, LLC | $10.7M | 255K | ▲+6.5% Added · +16K sh | Q2 2026 | |
| 17 | MORGAN STANLEY | $9.9M | 234K | ▲+27% Added · +50K sh | Q1 2026 | |
| 18 | Wealth Forward, LLC | $8.9M | 212K | ▲+2.0% Added · +4K sh | Q2 2026 | |
| 19 | Tailwinds Wealth, LLC | $8.0M | 190K | ▲+199% Added · +126K sh | Q2 2026 | |
| 20 | LPL Financial LLC | $7.5M | 178K | ▲+3.6% Added · +6K sh | Q1 2026 | |
| 21 | SevenBridge Financial Group, LLC | $7.1M | 172K | ▲+5.3% Added · +9K sh | Q2 2026 | |
| 22 | MARIPAU WEALTH MANAGEMENT LLC | $7.2M | 170K | ▲+16% Added · +23K sh | Q2 2026 | |
| 23 | Curran Financial Partners, LLC | $6.3M | 149K | ▼−53% Reduced · −171K sh | Q2 2026 | |
| 24 | Rockefeller Capital Management L.P. | $5.4M | 129K | ▼−3.6% Reduced · −5K sh | Q1 2026 | |
| 25 | RAYMOND JAMES FINANCIAL INC | $5.2M | 123K | ▲+172% Added · +78K 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.
Last quarter, 6 funds opened a new position in BKAG and 22 added to an existing one, while 8 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 |
|---|---|---|
| APPLE INCAAPL | 36 funds | $3.1B |
| MICROSOFT CORPMSFT | 36 funds | $1.7B |
| ISHARES CORE S&P 500 ETFIVV | 35 funds | $3.5B |
| NVIDIA CORPNVDA | 35 funds | $2.6B |
| INVESCO QQQ TRUST SERIES 1QQQ | 35 funds | $1.6B |
| ALPHABET INC-CL AGOOGL | 35 funds | $1.1B |
| BROADCOM INCAVGO | 35 funds | $895.2M |
| JPMORGAN CHASE & COJPM | 35 funds | $767.5M |
| WALMART INCWMT | 35 funds | $615.0M |
| AMAZON.COM INCAMZN | 34 funds | $1.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 34 funds | $655.7M |
| JOHNSON & JOHNSONJNJ | 34 funds | $447.6M |
Ranked by how many of BKAG's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BKLCmc | 139 funds | $3.4B |
| BKGImc | 100 funds | $671.6M |
| BKAGthis pagemc | 85 funds | $1.8B |
| BKIEmc | 71 funds | $773.4M |
| BKMCUS MDCP CORE EQT | 41 funds | $540.1M |
| BKHYHIGH YIELD ETF | 38 funds | $96.8M |
| BKUIULTRA SHORT INCM | 36 funds | $445.8M |
| BKCIFUND | 29 funds | $120.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for BKAG
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.
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.