41 tracked 13F filers disclose a position in BKMC as of the latest SEC 13F filings, a combined $528.3M 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. | $428.7M | 3.5M | ▲+94% Added · +1.7M sh | Q2 2026 | |
| 2 | Bank of New York Mellon Corp | $60.7M | 550K | ▲+7.0% Added · +36K sh | Q1 2026 | |
| 3 | DIVERSIFY WEALTH MANAGEMENT, LLC | Withheld | 142K | ▲+182% Added · +92K sh | Q2 2026 | |
| 4 | Diversify Advisory Services, LLC | Withheld | 142K | ▲Added Added · +142K sh | Q2 2026 | |
| 5 | Kingsview Wealth Management, LLC | $10.2M | 82K | ▲New +82K sh | Q2 2026 | |
| 6 | Geneos Wealth Management Inc. | $8.0M | 65K | ▼−7.2% Reduced · −5K sh | Q2 2026 | |
| 7 | GOLDMAN SACHS GROUP INC | $4.1M | 37K | ▲+87% Added · +17K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $2.8M | 26K | ▼−25% Reduced · −8K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $1.5M | 13K | ▼−2.1% Reduced · −288 sh | Q1 2026 | |
| 10 | Zhang Financial LLC | $1.3M | 10K | ▼−8.8% Reduced · −1K sh | Q2 2026 | |
| 11 | MORGAN STANLEY | $1.1M | 10K | ▲+83% Added · +4K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $1.1M | 10K | ▲+6.8% Added · +613 sh | Q1 2026 | |
| 13 | Symphony Financial, Ltd. Co. | $1.1M | 9K | ▲+2.3% Added · +200 sh | Q2 2026 | |
| 14 | Key FInancial Inc | $955K | 8K | ▲+6.2% Added · +452 sh | Q2 2026 | |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $831K | 8K | ▼−0.6% Reduced · −43 sh | Q1 2026 | |
| 16 | Financial Engines Advisors L.L.C. | Withheld | 7K | ▼−4.3% Reduced · −299 sh | Q2 2026 | |
| 17 | LPL Financial LLC | $640K | 6K | ▲+22% Added · +1K sh | Q1 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $575K | 5K | ▼−0.4% Reduced · −23 sh | Q1 2026 | |
| 19 | CRUX WEALTH ADVISORS | $641K | 5K | ▼−2.8% Reduced · −151 sh | Q2 2026 | |
| 20 | INSIGNEO ADVISORY SERVICES, LLC | $614K | 5K | ▼−0.1% Reduced · −4 sh | Q2 2026 | |
| 21 | Sunrise Financial Services, LLC | $613K | 5K | ▼−1.3% Reduced · −63 sh | Q2 2026 | |
| 22 | CITADEL ADVISORS LLC | $533K | 5K | ▲New +5K sh | Q1 2026 | |
| 23 | PRINCIPAL SECURITIES, INC. | $432K | 3K | ▼−0.3% Reduced · −11 sh | Q2 2026 | |
| 24 | Equitable Holdings, Inc. | $384K | 3K | ▲+28% Added · +676 sh | Q2 2026 | |
| 25 | Krilogy Financial LLC | $267K | 2K | ▲New +2K 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, 3 funds opened a new position in BKMC and 5 added to an existing one, while 4 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 | 16 funds | $1.7B |
| NVIDIA CORPNVDA | 15 funds | $4.5B |
| APPLE INCAAPL | 15 funds | $2.7B |
| AMAZON.COM INCAMZN | 15 funds | $2.4B |
| MICRON TECHNOLOGY INCMU | 15 funds | $1.9B |
| BROADCOM INCAVGO | 15 funds | $1.5B |
| META PLATFORMS INC-CLASS AMETA | 15 funds | $1.4B |
| ALPHABET INC-CL AGOOGL | 15 funds | $1.4B |
| ALPHABET INC-CL CGOOG | 15 funds | $1.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 15 funds | $1.1B |
| TESLA INCTSLA | 15 funds | $1.0B |
| JPMORGAN CHASE & COJPM | 15 funds | $1.0B |
Ranked by how many of BKMC's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BKLCmc | 141 funds | $3.4B |
| BKGImc | 100 funds | $671.6M |
| BKAGmc | 86 funds | $1.8B |
| BKIEmc | 72 funds | $773.6M |
| BKMCthis pageUS MDCP CORE EQT | 41 funds | $540.1M |
| BKHYUIT EXCHANGE TRADED | 39 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 BKMC
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.
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.