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/BKDV/capital-change-brief"
Use Arkolith's capital_change_brief for BKDV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $204.0M | 6.9M | ▲+131% Added · +3.9M sh | Q1 2026 | |
| 2 | Bank of New York Mellon Corp | $130.7M | 4.4M | ▼−6.7% Reduced · −318K sh | Q1 2026 | |
| 3 | Principle Wealth Partners LLC | $117.7M | 4.0M | ▲+4.2% Added · +161K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $101.8M | 3.4M | ▲+64% Added · +1.3M sh | Q1 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $65.9M | 2.2M | ▼−2.3% Reduced · −53K sh | Q1 2026 | |
| 6 | STIFEL FINANCIAL CORP | $46.8M | 1.6M | ▲+13% Added · +182K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $29.6M | 1000K | ▲119× Added · +991K sh | Q1 2026 | |
| 8 | Mariner, LLC | $28.5M | 960K | ▲New +960K sh | Q1 2026 | |
| 9 | HighTower Advisors, LLC | $25.4M | 857K | ▲+61% Added · +325K sh | Q1 2026 | |
| 10 | Steward Partners Investment Advisory, LLC | $21.8M | 737K | ▲+3.5% Added · +25K sh | Q1 2026 | |
| 11 | Integrated Wealth Concepts LLC | $17.4M | 588K | ▲+308% Added · +443K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $10.4M | 352K | ▲+137% Added · +203K sh | Q1 2026 | |
| 13 | Bleakley Financial Group, LLC | $10.4M | 350K | ▲+117% Added · +188K sh | Q1 2026 | |
| 14 | StoneCrest Wealth Management, Inc. | $9.8M | 294K | ▼−1.9% Reduced · −6K sh | Q2 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $8.6M | 291K | ▲+540% Added · +246K sh | Q1 2026 | |
| 16 | Ruggaard & Associates LLC | $7.8M | 264K | ▼−0.3% Reduced · −868 sh | Q1 2026 | |
| 17 | Merit Financial Group, LLC | $7.2M | 244K | ▲+2.3% Added · +6K sh | Q1 2026 | |
| 18 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $6.1M | 205K | ▲+63% Added · +79K sh | Q1 2026 | |
| 19 | MGO ONE SEVEN LLC | $5.9M | 199K | ▲New +199K sh | Q1 2026 | |
| 20 | FAS Wealth Partners, Inc. | $5.5M | 187K | ▲+84% Added · +85K sh | Q1 2026 | |
| 21 | TRUIST FINANCIAL CORP | $5.4M | 183K | ▲New +183K sh | Q1 2026 | |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.7M | 140K | ▼−34% Reduced · −73K sh | Q2 2026 | |
| 23 | Noble Wealth Management PBC | $3.9M | 117K | ▲+27% Added · +25K sh | Q2 2026 | |
| 24 | Next Level Private LLC | $3.2M | 96K | ▲+17% Added · +14K sh | Q2 2026 | |
| 25 | &PARTNERS | $2.8M | 93K | ▲+8.7% Added · +7K 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.
| Class | 13F holders | Value held |
|---|---|---|
| BKDVthis pagemc | 55 funds | $904.5M |
| BMOPcommon | 46 funds | $1.7B |
| BKMIOTHER | 45 funds | $1.7B |
| BEDYMF Closed and MF Open | 25 funds | $101.5M |
| BKCGFUND | 20 funds | $12.6M |
| BKMScommon | 15 funds | $426.4M |
| 05613H407CORE PLUS ETF | 13 funds | $316.2M |
| BKFICMN | 12 funds | $318.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 22 funds | $8.3B |
| NVIDIA CORPNVDA | 22 funds | $5.7B |
| MICROSOFT CORPMSFT | 22 funds | $5.5B |
| VANGUARD S&P 500 ETFVOO | 22 funds | $3.8B |
| ALPHABET INC-CL AGOOGL | 22 funds | $3.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 22 funds | $2.9B |
| JPMORGAN CHASE & COJPM | 22 funds | $2.8B |
| VANGUARD GROWTH ETFVUG | 22 funds | $2.4B |
| ALPHABET INC-CL CGOOG | 22 funds | $2.2B |
| BROADCOM INCAVGO | 22 funds | $2.1B |
| META PLATFORMS INC-CLASS AMETA | 22 funds | $2.1B |
| VANGUARD VALUE ETFVTV | 22 funds | $2.1B |
Ranked by how many of BKDV'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 BKDV. 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.