Among active 13F managers last quarter, 5 opened and 9 added, while 9 reduced; the largest holder to move was Karpus Management, Inc. (−1.2%).
60 tracked 13F filers disclose a position in BKT as of the latest SEC 13F filings, a combined $88.2M 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 | Karpus Management, Inc. | 1.8M | $19.6M | ▼−1.2% Reduced · −23K sh | Q2 2026 | |
| 2 | Guggenheim Capital LLC | 1.2M | $12.5M | ▼−4.5% Reduced · −56K sh | Q1 2026 | |
| 3 | Morgan Stanley | 974K | $10.3M | ▲+26% Added · +199K sh | Q1 2026 | |
| 4 | Raymond James Financial Inc | 935K | $9.9M | ▼−2.7% Reduced · −26K sh | Q1 2026 | |
| 5 | LPL Financial LLC | 566K | $6.0M | ▼−22% Reduced · −158K sh | Q1 2026 | |
| 6 | Melfa Wealth Management, Inc. | 370K | $4.0M | ▲~0% Added · +166 sh | Q2 2026 | |
| 7 | Allspring Global Investments Holdings, LLC | 370K | $4.0M | ▲+151% Added · +222K sh | Q2 2026 | |
| 8 | Rock Point Advisors, LLC | 273K | $2.9M | ▲+1.9% Added · +5K sh | Q2 2026 | |
| 9 | 1607 Capital Partners, LLC | 258K | $2.8M | ▼−7.0% Reduced · −20K sh | Q2 2026 | |
| 10 | First Trust Advisors LP | 181K | $1.9M | ▲+232% Added · +126K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | 132K | $1.4M | ▲+30% Added · +31K sh | Q1 2026 | |
| 12 | Riverbridge Partners LLC | 112K | $1.2M | ▲+2.9% Added · +3K sh | Q2 2026 | |
| 13 | Private Advisor Group, LLC | 97K | $1.0M | ▼−13% Reduced · −14K sh | Q2 2026 | |
| 14 | Pavaki Capital Management LLC | 64K | $684K | —Held | Q2 2026 | |
| 15 | Wells Fargo & Company | 59K | $619K | ▲+332% Added · +45K sh | Q1 2026 | |
| 16 | Osaic Holdings, Inc. | 57K | $602K | ▼−19% Reduced · −13K sh | Q1 2026 | |
| 17 | Chicago Partners Investment Group LLC | 47K | $484K | —Held | Q2 2026 | |
| 18 | Ethos Financial Group, LLC | 46K | $498K | ▲+3.0% Added · +1K sh | Q2 2026 | |
| 19 | UBS Group AG | 45K | $472K | ▲+16% Added · +6K sh | Q1 2026 | |
| 20 | Arkadios Wealth Advisors | 43K | $458K | ▼−1.6% Reduced · −702 sh | Q2 2026 | |
| 21 | Savvy Advisors, Inc. | 43K | $452K | ▲New +43K sh | Q1 2026 | |
| 22 | Ramiah Investment Group | 42K | $446K | ▲New +42K sh | Q2 2026 | |
| 23 | Envestnet Asset Management Inc | 38K | $407K | ▲New +38K sh | Q1 2026 | |
| 24 | Vectors Research Management, LLC | 35K | $376K | ▼−4.2% Reduced · −2K sh | Q2 2026 | |
| 25 | Noble Wealth Management PBC | 33K | $350K | ▼−16% Reduced · −6K 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. 2 value rows are withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 5 funds opened a new position in BKT and 9 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 |
|---|---|---|
| Microsoft CorpMSFT | 25 funds | $2.1B |
| Nvidia CorpNVDA | 24 funds | $3.3B |
| Apple IncAAPL | 24 funds | $3.0B |
| Merck & Co. Inc.MRK | 24 funds | $222.1M |
| Alphabet Inc-CL AGOOGL | 23 funds | $1.7B |
| TJX Companies IncTJX | 23 funds | $121.6M |
| Broadcom IncAVGO | 22 funds | $1.7B |
| Alphabet Inc-CL CGOOG | 22 funds | $1.2B |
| SS SPDR S&P 500 ETF Trust-USSPY | 22 funds | $1.0B |
| Meta Platforms Inc-Class AMETA | 22 funds | $888.2M |
| Advanced Micro DevicesAMD | 22 funds | $764.4M |
| Eli Lilly & CoLLY | 22 funds | $616.0M |
Ranked by how many of BKT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BKT.
Connected entities for BKT
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/BKT/capital-change-brief"
Use Arkolith's capital_change_brief for BKT. 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 BKT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.