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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RPOA Advisors, Inc. | $164.2M | 1.8M | ▼−59% Reduced · −2.5M sh | Q1 2026 | |
| 2 | Integrated Wealth Concepts LLC | $51.0M | 546K | ▲+41% Added · +158K sh | Q1 2026 | |
| 3 | MGO ONE SEVEN LLC | $42.8M | 459K | ▲+0.1% Added · +724 sh | Q1 2026 | |
| 4 | CREATIVE FINANCIAL DESIGNS INC /ADV | $41.6M | 445K | ▲+8.3% Added · +34K sh | Q1 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 | VestGen Advisors, LLC | $8.8M | 89K | ▲12× Added · +81K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $8.2M | 87K | ▲+277% Added · +64K sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $6.1M | 65K | ▲+226% Added · +45K sh | Q1 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $5.9M | 63K | ▲+0.6% Added · +348 sh | Q1 2026 | |
| 15 | Stratos Wealth Partners, LTD. | $5.5M | 59K | ▲+11% Added · +6K sh | Q1 2026 | |
| 16 | MML INVESTORS SERVICES, LLC | $4.1M | 44K | ▼−13% Reduced · −6K sh | Q1 2026 | |
| 17 | Cetera Investment Advisers | $4.0M | 43K | ▼−43% Reduced · −33K sh | Q1 2026 | |
| 18 | FLAGSHIP WEALTH ADVISORS, LLC | $3.7M | 43K | ▼−44% Reduced · −34K sh | Q1 2026 | |
| 19 | Zhang Financial LLC | $3.4M | 36K | ▼−1.8% Reduced · −640 sh | Q1 2026 | |
| 20 | MORGAN STANLEY | $3.2M | 34K | ▼−17% Reduced · −7K sh | Q1 2026 | |
| 21 | DAVENPORT & Co LLC | $3.4M | 34K | ▲New +34K sh | Q2 2026 | |
| 22 | NewEdge Advisors, LLC | $2.9M | 31K | ▲+109% Added · +16K sh | Q1 2026 | |
| 23 | WELLS FARGO & COMPANY/MN | $2.5M | 27K | ▲Added Added · +27K sh | Q1 2026 | |
| 24 | INDEPENDENT FINANCIAL GROUP, LLC | $2.4M | 24K | ▼−18% Reduced · −5K sh | Q2 2026 | |
| 25 | IFC & Insurance Marketing, Inc. | $1.4M | 14K | ▼−0.8% Reduced · −120 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 24 funds | $11.4B |
| ISHARES CORE S&P 500 ETFIVV | 24 funds | $11.3B |
| MICROSOFT CORPMSFT | 24 funds | $8.1B |
| ALPHABET INC-CL AGOOGL | 24 funds | $5.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 24 funds | $5.1B |
| BROADCOM INCAVGO | 24 funds | $4.3B |
| META PLATFORMS INC-CLASS AMETA | 24 funds | $4.2B |
| JPMORGAN CHASE & COJPM | 24 funds | $3.9B |
| ALPHABET INC-CL CGOOG | 24 funds | $3.7B |
| VANGUARD VALUE ETFVTV | 24 funds | $2.6B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 24 funds | $2.5B |
| ISHARES CORE MSCI EMERGINGIEMG | 24 funds | $2.4B |
Ranked by how many of BKIE'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 BKIE. 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.