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/BKE/capital-change-brief"
Use Arkolith's capital_change_brief for BKE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $237.3M | 4.7M | ▲+0.3% Added · +12K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $122.9M | 2.4M | ▲New +2.4M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $68.2M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 4 | DIMENSIONAL FUND ADVISORS LP | $67.6M | 1.3M | ▲+2.3% Added · +30K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $65.4M | 1.3M | ▼−1.7% Reduced · −23K sh | Q1 2026 | |
| 6 | AMERICAN CENTURY COMPANIES INC | $65.4M | 1.3M | ▲+2.6% Added · +33K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $60.6M | 1.2M | ▼−3.2% Reduced · −40K sh | Q1 2026 | |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $59.3M | 1.2M | ▼−14% Reduced · −193K sh | Q1 2026 | |
| 9 | RENAISSANCE TECHNOLOGIES LLC | $58.8M | 1.2M | ▲+6.6% Added · +73K sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $56.0M | 1.1M | ▲+6.6% Added · +69K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $47.4M | 942K | ▲+4.3% Added · +39K sh | Q1 2026 | |
| 12 | UBS Group AG | $32.8M | 651K | ▲+33% Added · +162K sh | Q1 2026 | |
| 13 | Bank of New York Mellon Corp | $32.4M | 644K | ▼−0.3% Reduced · −2K sh | Q1 2026 | |
| 14 | TWO SIGMA INVESTMENTS, LP | $31.6M | 627K | ▲+196% Added · +416K sh | Q1 2026 | |
| 15 | VICTORY CAPITAL MANAGEMENT INC | $30.5M | 605K | ▼−13% Reduced · −92K sh | Q1 2026 | |
| 16 | PALISADE CAPITAL MANAGEMENT, LP | $22.5M | 446K | ▼−7.5% Reduced · −36K sh | Q1 2026 | |
| 17 | AQR CAPITAL MANAGEMENT LLC | $16.0M | 317K | ▲+54% Added · +111K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $15.3M | 305K | ▲+1.9% Added · +6K sh | Q1 2026 | |
| 19 | LAZARD ASSET MANAGEMENT LLC | $15.0M | 298K | ▲12× Added · +272K sh | Q1 2026 | |
| 20 | Summit Street Capital Management, LLC | $14.7M | 292K | ▲+11% Added · +30K sh | Q1 2026 | |
| 21 | Nuveen, LLC | $14.7M | 291K | ▼−27% Reduced · −106K sh | Q1 2026 | |
| 22 | FRANKLIN RESOURCES INC | $12.8M | 255K | ▲+582% Added · +217K sh | Q1 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $11.8M | 235K | ▲+13% Added · +27K sh | Q1 2026 | |
| 24 | Advisors Asset Management, Inc. | $11.6M | 230K | ▼−4.4% Reduced · −11K sh | Q1 2026 | |
| 25 | SPROTT INC. | $11.1M | 220K | —Held | 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 8, 2026 | FAIRFIELD BILL L | Director | Sell (S) | 3K | $111K |
| Jun 5, 2026 | MILKIE BRETT P | SVP Leasing | Gift (G) | 12K | $0 |
| Apr 20, 2026 | SMITH KARI G | EVP Stores, Director | Gift (G) | 5K | $0 |
| Apr 13, 2026 | HOFFMAN MICHELLE | SVP Sales | Gift (G) | 10K | $0 |
| Apr 10, 2026 | SMITH KARI G | EVP Stores, Director | Sell (S) | 30K | $1.6M |
| Apr 10, 2026 | HOFFMAN MICHELLE | SVP Sales | Sell (S) | 16K | $888K |
| Mar 20, 2026 | HOFFMAN MICHELLE | SVP Sales | Sell (S) | 29K | $1.4M |
| Mar 19, 2026 | HOFFMAN MICHELLE | SVP Sales | Sell (S) | 719 | $36K |
| Mar 17, 2026 | SMITH KARI G | EVP Stores, Director | Sell (S) | 49K | $2.5M |
| Mar 16, 2026 | FAIRFIELD BILL L | Director | Gift (G) | 400 | $0 |
| Mar 16, 2026 | SMITH KARI G | EVP Stores, Director | Sell (S) | 1K | $57K |
| Mar 16, 2026 | SMITH KARI G | EVP Stores, Director | Gift (G) | 40K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 87 funds | $38.9B |
| AMAZON.COM INCAMZN | 87 funds | $28.6B |
| COSTCO WHOLESALE CORPCOST | 87 funds | $6.1B |
| ELI LILLY & COLLY | 86 funds | $10.0B |
| LAM RESEARCH CORPLRCX | 86 funds | $6.0B |
| APPLE INCAAPL | 85 funds | $43.7B |
| TESLA INCTSLA | 85 funds | $12.8B |
| VISA INC-CLASS A SHARESV | 85 funds | $8.0B |
| ADVANCED MICRO DEVICESAMD | 85 funds | $4.9B |
| ADOBE INCADBE | 85 funds | $2.3B |
| NVIDIA CORPNVDA | 84 funds | $52.5B |
| BROADCOM INCAVGO | 84 funds | $19.4B |
Ranked by how many of BKE's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BKE. 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.