Among active 13F managers last quarter, 5 opened and 1 added, while 1 reduced; the largest holder to move was SageView Advisory Group, LLC (−1.8%).
19 tracked 13F filers disclose a position in BKMS as of the latest SEC 13F filings, a combined $434.0M 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 | Bank of New York Mellon Corp | 16.5M | $422.0M | ▲New +16.5M sh | Q1 2026 | |
| 2 | SageView Advisory Group, LLC | 272K | $6.9M | ▼−1.8% Reduced · −5K sh | Q2 2026 | |
| 3 | Goldman Sachs Group Inc | 57K | $1.5M | ▲New +57K sh | Q1 2026 | |
| 4 | Jane Street Group, LLC | 22K | $564K | ▲New +22K sh | Q1 2026 | |
| 5 | Belpointe Asset Management LLC | 19K | $483K | ▲New +19K sh | Q1 2026 | |
| 6 | Trivium Point Advisory, LLC | 15K | $376K | ▲+26% Added · +3K sh | Q2 2026 | |
| 7 | Old Mission Capital LLC | 14K | $348K | ▲New +14K sh | Q1 2026 | |
| 8 | Wells Fargo & Company | 12K | $314K | ▲New +12K sh | Q1 2026 | |
| 9 | Morgan Stanley | 12K | $307K | ▲188× Added · +12K sh | Q1 2026 | |
| 10 | Private Advisor Group, LLC | 11K | $291K | ▲New +11K sh | Q2 2026 | |
| 11 | Cypress Capital Group | 10K | $258K | —Held | Q2 2026 | |
| 12 | Citadel Advisors LLC | 8K | $210K | ▲New +8K sh | Q2 2026 | |
| 13 | UBS Group AG | 5K | $137K | ▲+434% Added · +4K sh | Q1 2026 | |
| 14 | Whittier Trust Co Of Nevada Inc | 5K | $131K | —Held | Q2 2026 | |
| 15 | Citigroup Inc | 3K | $71K | ▲New +3K sh | Q1 2026 | |
| 16 | 1620 Investment Advisors, Inc. | 2K | $50K | ▲New +2K sh | Q2 2026 | |
| 17 | Trust Co Of Vermont | 2K | $45K | ▲New +2K sh | Q2 2026 | |
| 18 | Balentine LLC | 367 | $9K | ▲New +367 sh | Q2 2026 | |
| 19 | Signature Resources Capital Management, LLC | 350 | $9K | —Held | 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 BKMS and 1 added to an existing one, while 1 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 |
|---|---|---|
| Nvidia CorpNVDA | 9 funds | $2.6B |
| SS SPDR S&P 500 ETF Trust-USSPY | 9 funds | $809.2M |
| Tesla IncTSLA | 9 funds | $594.9M |
| RTX CorpRTX | 9 funds | $377.8M |
| Taiwan Semiconductor-SP ADRTSM | 9 funds | $340.1M |
| Vanguard S&P 500 ETFVOO | 9 funds | $264.5M |
| Invesco QQQ Trust Series 1QQQ | 9 funds | $229.6M |
| Vanguard Ftse Developed ETFVEA | 9 funds | $95.1M |
| Prologis IncPLD | 9 funds | $82.5M |
| Ishares Core S&P 500 ETFIVV | 8 funds | $13.5B |
| Amazon.com IncAMZN | 8 funds | $2.7B |
| Apple IncAAPL | 8 funds | $2.3B |
Ranked by how many of BKMS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BKMS.
| Class | 13F holders | Value held |
|---|---|---|
| BKDVmc | 91 funds | $1.2B |
| BMOPcommon | 64 funds | $1.8B |
| BKMIOTHER | 58 funds | $1.7B |
| BEDYMF Closed and MF Open | 33 funds | $109.9M |
| BKCGMF Closed and MF Open | 28 funds | $14.3M |
| BKMSthis pagecommon | 19 funds | $434.0M |
| BCPLCom | 15 funds | $316.5M |
| BKFICom | 12 funds | $319.1M |
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 BKMS
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/BKMS/capital-change-brief"
Use Arkolith's capital_change_brief for BKMS. 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 BKMS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.