71 tracked 13F filers disclose a position in BKIE as of the latest SEC 13F filings, a combined $773.4M 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. | $326.2M | 3.2M | ▲+84% Added · +1.5M sh | Q2 2026 | |
| 2 | Integrated Wealth Concepts LLC | $97.9M | 973K | ▲+78% Added · +427K sh | Q2 2026 | |
| 3 | CREATIVE FINANCIAL DESIGNS INC /ADV | $50.6M | 503K | ▲+13% Added · +58K sh | Q2 2026 | |
| 4 | MGO ONE SEVEN LLC | $48.3M | 480K | ▲+4.6% Added · +21K sh | Q2 2026 | |
| 5 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt | $38.1M | 407K | ▼−26% Reduced · −144K sh | Q1 2026 | |
| 6 | JANE STREET GROUP, LLC | $30.8M | 330K | ▲+172% Added · +209K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $27.8M | 298K | ▼−11% Reduced · −37K sh | Q1 2026 | |
| 8 | Bank of New York Mellon Corp | $21.3M | 228K | ▼−2.0% Reduced · −5K sh | Q1 2026 | |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $11.7M | 126K | ▲+28% Added · +28K sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $11.4M | 122K | ▼−21% Reduced · −33K sh | Q1 2026 | |
| 11 | FLAGSHIP WEALTH ADVISORS, LLC | $11.7M | 117K | ▲+173% Added · +74K sh | Q2 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $8.2M | 87K | ▲+277% Added · +64K sh | Q1 2026 | |
| 13 | Wealth Forward, LLC | $7.1M | 71K | ▲+1.5% Added · +1K sh | Q2 2026 | |
| 14 | VestGen Advisors, LLC | $6.9M | 69K | ▼−22% Reduced · −20K sh | Q2 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $6.1M | 65K | ▲+226% Added · +45K sh | Q1 2026 | |
| 16 | Sunrise Financial Services, LLC | $6.5M | 65K | ▲+8.3% Added · +5K sh | Q2 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $5.9M | 63K | ▲+0.6% Added · +348 sh | Q1 2026 | |
| 18 | Stratos Wealth Partners, LTD. | $5.6M | 55K | ▼−5.9% Reduced · −3K sh | Q2 2026 | |
| 19 | MML INVESTORS SERVICES, LLC | $5.0M | 50K | ▲+14% Added · +6K sh | Q2 2026 | |
| 20 | Cetera Investment Advisers | $4.0M | 43K | ▼−43% Reduced · −33K sh | Q1 2026 | |
| 21 | Innovative Wealth Building LLC | $4.2M | 42K | ▲+4.0% Added · +2K sh | Q2 2026 | |
| 22 | Zhang Financial LLC | $3.6M | 36K | ▲+1.1% Added · +404 sh | Q2 2026 | |
| 23 | MORGAN STANLEY | $3.2M | 34K | ▼−17% Reduced · −7K sh | Q1 2026 | |
| 24 | DAVENPORT & Co LLC | $3.4M | 34K | ▲New +34K sh | Q2 2026 | |
| 25 | Alta Wealth Advisors LLC | $2.9M | 28K | ▲+32% Added · +7K 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, 8 funds opened a new position in BKIE and 9 added to an existing one, while 9 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 30 funds | $5.9B |
| NVIDIA CORPNVDA | 29 funds | $11.0B |
| APPLE INCAAPL | 29 funds | $7.3B |
| AMAZON.COM INCAMZN | 29 funds | $4.8B |
| ALPHABET INC-CL AGOOGL | 29 funds | $3.3B |
| ALPHABET INC-CL CGOOG | 29 funds | $3.0B |
| INTEL CORPINTC | 29 funds | $935.3M |
| ISHARES CORE S&P 500 ETFIVV | 28 funds | $4.7B |
| BROADCOM INCAVGO | 28 funds | $3.7B |
| META PLATFORMS INC-CLASS AMETA | 28 funds | $2.6B |
| TESLA INCTSLA | 28 funds | $2.0B |
| COSTCO WHOLESALE CORPCOST | 28 funds | $1.8B |
Ranked by how many of BKIE'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 |
| BKAGmc | 85 funds | $1.8B |
| BKIEthis pagemc | 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 BKIE
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/BKIE/capital-change-brief"
Use Arkolith's capital_change_brief for BKIE. 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 BKIE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.