Among active 13F managers last quarter, 5 opened and 25 added, while 9 reduced; the largest holder to move was RPOA Advisors, Inc. (+85%). No recent Form 4 insider filings for BKLC.
Funds lean in and no leg opposes.
141 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RPOA Advisors, Inc. | 11.0M | $1.6B | ▲+85% Added · +5.0M sh | Q2 2026 | |
| 2 | Integrated Wealth Concepts LLC | 2.9M | $422.3M | ▲+1.9% Added · +55K sh | Q2 2026 | |
| 3 | Bank of New York Mellon Corp | 1.5M | $190.5M | ▲+13% Added · +174K sh | Q1 2026 | |
| 4 | Aptus Capital Advisors, LLC | 816K | $117.0M | ▼−11% Reduced · −105K sh | Q2 2026 | |
| 5 | GM Advisory Group, LLC | 622K | $77.6M | ▲+15% Added · +80K sh | Q1 2026 | |
| 6 | Ameriprise Financial Inc | 596K | $74.4M | ▼−12% Reduced · −85K sh | Q1 2026 | |
| 7 | Morgan Stanley | 476K | $59.4M | ▲+295% Added · +356K sh | Q1 2026 | |
| 8 | Royal Bank Of Canada | 412K | $51.4M | ▲25× Added · +395K sh | Q1 2026 | |
| 9 | Tidal Investments LLC | 409K | $58.5M | ▼−44% Reduced · −319K sh | Q2 2026 | |
| 10 | Woodard & Co Asset Management Group Inc | 390K | $56.0M | ▲+52% Added · +133K sh | Q2 2026 | |
| 11 | JDM Financial Group LLC | 344K | $34.5M | ▲+31% Added · +81K sh | Q2 2026 | |
| 12 | Zhang Financial LLC | 291K | $41.7M | ▼−4.1% Reduced · −13K sh | Q2 2026 | |
| 13 | Northwestern Mutual Wealth Management Co | 289K | $36.1M | ▼−6.1% Reduced · −19K sh | Q1 2026 | |
| 14 | LPL Financial LLC | 251K | $31.4M | ▲+7.5% Added · +18K sh | Q1 2026 | |
| 15 | WealthBridge Capital Management, LLC | 156K | $22.3M | ▲+6.8% Added · +10K sh | Q2 2026 | |
| 16 | Kestra Advisory Services, LLC | 152K | $21.9M | ▲+2.5% Added · +4K sh | Q2 2026 | |
| 17 | Mgo One Seven LLC | 147K | $21.0M | ▲+5.1% Added · +7K sh | Q2 2026 | |
| 18 | Vaquero Private Wealth, Ltd | 126K | $18.1M | ▲New +126K sh | Q2 2026 | |
| 19 | Carolina Wealth Advisors, LLC | 118K | $16.9M | ▲+5.0% Added · +6K sh | Q2 2026 | |
| 20 | Envestnet Asset Management Inc | 111K | $13.8M | ▲+10% Added · +10K sh | Q1 2026 | |
| 21 | UBS Group AG | 104K | $13.0M | ▲+5.4% Added · +5K sh | Q1 2026 | |
| 22 | Principia Wealth Advisory, LLC | 103K | $14.8M | ▲+3.0% Added · +3K sh | Q2 2026 | |
| 23 | Advisors Preferred, LLC | 90K | $12.8M | —Held | Q2 2026 | |
| 24 | JPMorgan Chase & Co | 79K | $9.5M | ▼−22% Reduced · −22K sh | Q1 2026 | |
| 25 | Crux Wealth Advisors | 70K | $10.0M | ▲+2.0% Added · +1K 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, 5 funds opened a new position in BKLC and 25 added to an existing one, while 9 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 |
|---|---|---|
| Apple IncAAPL | 67 funds | $14.5B |
| Microsoft CorpMSFT | 66 funds | $10.5B |
| Nvidia CorpNVDA | 65 funds | $16.9B |
| Amazon.com IncAMZN | 65 funds | $7.3B |
| Ishares Core S&P 500 ETFIVV | 65 funds | $6.7B |
| Vanguard S&P 500 ETFVOO | 65 funds | $4.9B |
| Alphabet Inc-CL AGOOGL | 64 funds | $6.1B |
| Berkshire Hathaway Inc-CL BBRK/B | 64 funds | $2.6B |
| Alphabet Inc-CL CGOOG | 63 funds | $5.5B |
| Invesco QQQ Trust Series 1QQQ | 63 funds | $2.8B |
| Johnson & JohnsonJNJ | 63 funds | $2.4B |
| Broadcom IncAVGO | 62 funds | $5.4B |
Ranked by how many of BKLC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BKLC.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 56 | 20 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| BKLCthis pagemc | 141 funds | $3.1B |
| BKGImc | 101 funds | $668.5M |
| BKAGmc | 88 funds | $1.8B |
| BKIEmc | 72 funds | $733.5M |
| BKMCUS MDCP CORE EQT | 40 funds | $540.6M |
| BKHYUIT EXCHANGE TRADED | 40 funds | $93.8M |
| BKUIULTRA SHORT INCM | 36 funds | $446.6M |
| BKEMFUND | 30 funds | $60.7M |
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.