122 tracked 13F filers disclose a position in BKLC as of the latest SEC 13F filings, a combined $3.1B 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. | $1.6B | 11.0M | ▲+85% Added · +5.0M sh | Q2 2026 | |
| 2 | Integrated Wealth Concepts LLC | $360.7M | 2.9M | ▲+19% Added · +467K sh | Q1 2026 | |
| 3 | Bank of New York Mellon Corp | $190.5M | 1.5M | ▲+13% Added · +174K sh | Q1 2026 | |
| 4 | Aptus Capital Advisors, LLC | $114.9M | 921K | ▲+343% Added · +713K sh | Q1 2026 | |
| 5 | Tidal Investments LLC | $90.6M | 728K | ▲+11% Added · +75K sh | Q1 2026 | |
| 6 | GM Advisory Group, LLC | $77.6M | 622K | ▲+15% Added · +80K sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $74.4M | 596K | ▼−12% Reduced · −85K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $59.4M | 476K | ▲+295% Added · +356K sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $51.4M | 412K | ▲25× Added · +395K sh | Q1 2026 | |
| 10 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $56.0M | 390K | ▲+52% Added · +133K sh | Q2 2026 | |
| 11 | Zhang Financial LLC | $41.7M | 291K | ▼−4.1% Reduced · −13K sh | Q2 2026 | |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $36.1M | 289K | ▼−6.1% Reduced · −19K sh | Q1 2026 | |
| 13 | JDM Financial Group LLC | $30.4M | 263K | ▲+21% Added · +47K sh | Q1 2026 | |
| 14 | LPL Financial LLC | $31.4M | 251K | ▲+7.5% Added · +18K sh | Q1 2026 | |
| 15 | WealthBridge Capital Management, LLC | $22.3M | 156K | ▲+6.8% Added · +10K sh | Q2 2026 | |
| 16 | Kestra Advisory Services, LLC | $21.9M | 152K | ▲+2.5% Added · +4K sh | Q2 2026 | |
| 17 | MGO ONE SEVEN LLC | $21.0M | 147K | ▲+5.1% Added · +7K sh | Q2 2026 | |
| 18 | VAQUERO PRIVATE WEALTH, LTD | $18.1M | 126K | ▲New +126K sh | Q2 2026 | |
| 19 | Carolina Wealth Advisors, LLC | $16.9M | 118K | ▲+5.0% Added · +6K sh | Q2 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $13.8M | 111K | ▲+10% Added · +10K sh | Q1 2026 | |
| 21 | UBS Group AG | $13.0M | 104K | ▲+5.4% Added · +5K sh | Q1 2026 | |
| 22 | JPMORGAN CHASE & CO | $9.5M | 79K | ▼−22% Reduced · −22K sh | Q1 2026 | |
| 23 | CRUX WEALTH ADVISORS | $10.0M | 70K | ▲+2.0% Added · +1K sh | Q2 2026 | |
| 24 | Cetera Investment Advisers | $8.7M | 70K | ▲+5.1% Added · +3K sh | Q1 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $7.3M | 58K | ▼−36% Reduced · −33K 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.
Last quarter, 4 funds opened a new position in BKLC and 25 added to an existing one, while 10 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 |
|---|---|---|
| APPLE INCAAPL | 55 funds | $12.8B |
| MICROSOFT CORPMSFT | 54 funds | $10.0B |
| ISHARES CORE S&P 500 ETFIVV | 54 funds | $6.6B |
| VANGUARD S&P 500 ETFVOO | 54 funds | $4.1B |
| NVIDIA CORPNVDA | 53 funds | $15.5B |
| AMAZON.COM INCAMZN | 53 funds | $6.6B |
| ALPHABET INC-CL AGOOGL | 52 funds | $5.4B |
| ALPHABET INC-CL CGOOG | 52 funds | $5.1B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 52 funds | $3.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 52 funds | $2.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 52 funds | $2.2B |
| BROADCOM INCAVGO | 51 funds | $4.9B |
Ranked by how many of BKLC's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| BKLCthis pagemc | 122 funds | $3.1B |
| BKGImc | 91 funds | $649.1M |
| BKAGmc | 76 funds | $1.7B |
| BKIEmc | 69 funds | $722.8M |
| BKMCUS MDCP CORE EQT | 35 funds | $522.9M |
| BKHYMF Closed and MF Open | 35 funds | $93.6M |
| BKUIULTRA SHORT INCM | 31 funds | $443.0M |
| BKEMMF Closed and MF Open | 27 funds | $59.2M |
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 BKLC
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/BKLC/capital-change-brief"
Use Arkolith's capital_change_brief for BKLC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BKLC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.