Among active 13F managers last quarter, 1 opened and 6 added, while 7 reduced; the largest holder to move was Sellwood Investment Partners LLC (+9.3%).
40 tracked 13F filers disclose a position in BKHY as of the latest SEC 13F filings, a combined $93.8M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | 605K | $28.7M | ▲+5.7% Added · +32K sh | Q1 2026 | |
| 2 | Morgan Stanley | 223K | $10.6M | ▲+76% Added · +96K sh | Q1 2026 | |
| 3 | AssetMark, Inc | 211K | $10.0M | ▼−4.4% Reduced · −10K sh | Q2 2026 | |
| 4 | LPL Financial LLC | 148K | $7.0M | ▲+33% Added · +36K sh | Q1 2026 | |
| 5 | Ocean Park Asset Management, LLC | 132K | $6.2M | —Held | Q1 2026 | |
| 6 | ShoreHaven Wealth Partners, LLC | 101K | $4.8M | ▲+71% Added · +42K sh | Q2 2026 | |
| 7 | Envestnet Asset Management Inc | 91K | $4.3M | ▲+8.3% Added · +7K sh | Q1 2026 | |
| 8 | Integrated Wealth Concepts LLC | 66K | $3.1M | ▲+3.2% Added · +2K sh | Q2 2026 | |
| 9 | JPMorgan Chase & Co | 59K | $2.8M | ▼−36% Reduced · −33K sh | Q1 2026 | |
| 10 | Raymond James Financial Inc | 58K | $2.7M | ▼−3.2% Reduced · −2K sh | Q1 2026 | |
| 11 | Crux Wealth Advisors | 57K | $2.7M | ▲+3.3% Added · +2K sh | Q2 2026 | |
| 12 | Cetera Investment Advisers | 56K | $2.6M | ▲+5.1% Added · +3K sh | Q1 2026 | |
| 13 | AE Wealth Management LLC | 46K | $2.2M | ▲+150% Added · +28K sh | Q1 2026 | |
| 14 | Sellwood Investment Partners LLC | 25K | $1.2M | ▲+9.3% Added · +2K sh | Q2 2026 | |
| 15 | GTS Securities LLC | 23K | $1.1M | ▼−84% Reduced · −125K sh | Q1 2026 | |
| 16 | Symphony Financial, Ltd. Co. | 21K | $992K | ▲+7.9% Added · +2K sh | Q2 2026 | |
| 17 | Rockefeller Capital Management L.P. | 12K | $587K | ▲+4.4% Added · +527 sh | Q1 2026 | |
| 18 | Royal Bank Of Canada | 9K | $447K | ▲+4.3% Added · +394 sh | Q1 2026 | |
| 19 | Global View Capital Management LLC | 6K | $295K | ▼−5.7% Reduced · −375 sh | Q2 2026 | |
| 20 | Susquehanna International Group, LLP | 6K | $281K | ▲New +6K sh | Q1 2026 | |
| 21 | Fifth Third Securities, Inc. | 6K | $263K | ▼−0.8% Reduced · −44 sh | Q2 2026 | |
| 22 | RPOA Advisors, Inc. | 5K | $215K | ▼−29% Reduced · −2K sh | Q2 2026 | |
| 23 | Stratos Wealth Partners, LTD. | 4K | $203K | ▲New +4K sh | Q2 2026 | |
| 24 | Beacon Capital Management, Inc. | 2K | $89K | ▲+16% Added · +251 sh | Q2 2026 | |
| 25 | Geneos Wealth Management Inc. | 2K | $81K | ▼−61% Reduced · −3K sh | Q2 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, 1 fund opened a new position in BKHY and 6 added to an existing one, while 7 reduced. 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 | Their position there |
|---|---|---|
| Ste STR SPDR PT S&P 500 ETFSPYM | 15 funds | $1.0B |
| Invesco QQQ Trust Series 1QQQ | 14 funds | $716.9M |
| Ishares Core S&P 500 ETFIVV | 14 funds | $654.8M |
| SS SPDR S&P 500 ETF Trust-USSPY | 14 funds | $542.4M |
| SS Technology Select SectorXLK | 14 funds | $162.1M |
| Ishares Core Msci Eafe ETFIEFA | 14 funds | $134.5M |
| SPDR Gold SharesGLD | 14 funds | $133.6M |
| Ishares Russell 2000 ETFIWM | 14 funds | $100.2M |
| SS Energy Select SectorXLE | 14 funds | $83.3M |
| Apple IncAAPL | 13 funds | $894.5M |
| Vanguard S&P 500 ETFVOO | 13 funds | $723.4M |
| Microsoft CorpMSFT | 13 funds | $519.6M |
Ranked by how many of BKHY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BKHY.
No filings captured for this ticker in the live stream yet.
Connected entities for BKHY
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/BKHY/capital-change-brief"
Use Arkolith's capital_change_brief for BKHY. 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 BKHY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.