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/BKMC/capital-change-brief"
Use Arkolith's capital_change_brief for BKMC. 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. | $196.9M | 1.8M | ▼−58% Reduced · −2.5M sh | Q1 2026 | |
| 2 | Bank of New York Mellon Corp | $60.7M | 550K | ▲+7.0% Added · +36K sh | Q1 2026 | |
| 3 | Geneos Wealth Management Inc. | $7.7M | 70K | ▲+1.9% Added · +1K sh | Q1 2026 | |
| 4 | DIVERSIFY WEALTH MANAGEMENT, LLC | $5.8M | 50K | ▼−76% Reduced · −162K sh | Q1 2026 | |
| 5 | GOLDMAN SACHS GROUP INC | $4.1M | 37K | ▲+87% Added · +17K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $2.8M | 26K | ▼−25% Reduced · −8K sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $1.5M | 13K | ▼−2.1% Reduced · −288 sh | Q1 2026 | |
| 8 | Zhang Financial LLC | $1.3M | 11K | —Held | Q1 2026 | |
| 9 | MORGAN STANLEY | $1.1M | 10K | ▲+83% Added · +4K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $1.1M | 10K | ▲+6.8% Added · +613 sh | Q1 2026 | |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $831K | 8K | ▼−0.6% Reduced · −43 sh | Q1 2026 | |
| 12 | Financial Engines Advisors L.L.C. | $768K | 7K | ▲+4.1% Added · +273 sh | Q1 2026 | |
| 13 | LPL Financial LLC | $640K | 6K | ▲+22% Added · +1K sh | Q1 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $575K | 5K | ▼−0.4% Reduced · −23 sh | Q1 2026 | |
| 15 | CITADEL ADVISORS LLC | $533K | 5K | ▲New +5K sh | Q1 2026 | |
| 16 | PRINCIPAL SECURITIES, INC. | $386K | 3K | ▼−0.2% Reduced · −8 sh | Q1 2026 | |
| 17 | Equitable Holdings, Inc. | $264K | 2K | ▲New +2K sh | Q1 2026 | |
| 18 | Krilogy Financial LLC | $267K | 2K | ▲New +2K sh | Q1 2026 | |
| 19 | Fifth Third Wealth Advisors LLC | $230K | 2K | —Held | Q1 2026 | |
| 20 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $248K | 2K | —Held | Q2 2026 | |
| 21 | FMR LLC | $186K | 2K | ▲+100% Added · +844 sh | Q1 2026 | |
| 22 | JPMORGAN CHASE & CO | $171K | 2K | ▲New +2K sh | Q1 2026 | |
| 23 | Arlington Trust Co LLC | $156K | 1K | ▲New +1K sh | Q2 2026 | |
| 24 | UBS Group AG | $110K | 1K | ▲+432% Added · +813 sh | Q1 2026 | |
| 25 | VANGUARD ADVISERS INC | $64K | 584 | ▲New +584 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 9 funds | $6.3B |
| ISHARES CORE S&P 500 ETFIVV | 9 funds | $4.6B |
| APPLE INCAAPL | 9 funds | $4.4B |
| SCHWAB INTL EQUITY ETFSCHF | 9 funds | $3.9B |
| AMAZON.COM INCAMZN | 9 funds | $3.8B |
| MICROSOFT CORPMSFT | 9 funds | $3.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 9 funds | $3.0B |
| ALPHABET INC-CL AGOOGL | 9 funds | $2.9B |
| STE STR SPDR PT DW EU ETFSPDW | 9 funds | $2.9B |
| BROADCOM INCAVGO | 9 funds | $2.5B |
| META PLATFORMS INC-CLASS AMETA | 9 funds | $2.4B |
| JPMORGAN CHASE & COJPM | 9 funds | $1.9B |
Ranked by how many of BKMC'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 BKMC. 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.