50 tracked 13F filers disclose a position in BKT as of the latest SEC 13F filings, a combined $84.3M 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 | Karpus Management, Inc. | $19.6M | 1.9M | ▼−0.6% Reduced · −11K sh | Q1 2026 | |
| 2 | GUGGENHEIM CAPITAL LLC | $12.5M | 1.2M | ▼−4.5% Reduced · −56K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $10.3M | 974K | ▲+26% Added · +199K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $9.9M | 935K | ▼−2.7% Reduced · −26K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $6.0M | 566K | ▼−22% Reduced · −158K sh | Q1 2026 | |
| 6 | 1607 Capital Partners, LLC | $2.9M | 278K | —Held | Q1 2026 | |
| 7 | FIRST TRUST ADVISORS LP | $1.9M | 181K | ▲+232% Added · +126K sh | Q1 2026 | |
| 8 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $1.6M | 154K | ▼−82% Reduced · −703K sh | Q1 2026 | |
| 9 | Allspring Global Investments Holdings, LLC | $1.6M | 147K | ▲+18% Added · +22K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $1.4M | 132K | ▲+30% Added · +31K sh | Q1 2026 | |
| 11 | RIVERBRIDGE PARTNERS LLC | $1.2M | 112K | ▲+2.9% Added · +3K sh | Q2 2026 | |
| 12 | Private Advisor Group, LLC | $1.2M | 111K | ▲+6.0% Added · +6K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $619K | 59K | ▲+332% Added · +45K sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $602K | 57K | ▼−19% Reduced · −13K sh | Q1 2026 | |
| 15 | Steward Partners Investment Advisory, LLC | $547K | 52K | ▼−23% Reduced · −16K sh | Q1 2026 | |
| 16 | Chicago Partners Investment Group LLC | $507K | 47K | ▼−1.0% Reduced · −500 sh | Q1 2026 | |
| 17 | UBS Group AG | $472K | 45K | ▲+16% Added · +6K sh | Q1 2026 | |
| 18 | Arkadios Wealth Advisors | $459K | 43K | ▲+4.4% Added · +2K sh | Q1 2026 | |
| 19 | Savvy Advisors, Inc. | $452K | 43K | ▲New +43K sh | Q1 2026 | |
| 20 | Ramiah Investment Group | $446K | 42K | ▲New +42K sh | Q2 2026 | |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $407K | 38K | ▲New +38K sh | Q1 2026 | |
| 22 | Noble Wealth Management PBC | $350K | 33K | ▼−16% Reduced · −6K sh | Q2 2026 | |
| 23 | ROYAL BANK OF CANADA | $301K | 28K | ▼−9.2% Reduced · −3K sh | Q1 2026 | |
| 24 | Shulman DeMeo Asset Management LLC | $271K | 25K | ▼−3.0% Reduced · −785 sh | Q2 2026 | |
| 25 | COURIER CAPITAL LLC | $261K | 24K | ▼−1.1% Reduced · −275 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 BKT and 2 added to an existing one, while 8 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 | 19 funds | $6.2B |
| ISHARES CORE S&P 500 ETFIVV | 18 funds | $7.9B |
| APPLE INCAAPL | 18 funds | $7.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 18 funds | $4.9B |
| ALPHABET INC-CL AGOOGL | 17 funds | $5.2B |
| AMAZON.COM INCAMZN | 17 funds | $5.1B |
| JOHNSON & JOHNSONJNJ | 17 funds | $2.0B |
| HOME DEPOT INCHD | 17 funds | $1.1B |
| ORACLE CORPORCL | 17 funds | $741.6M |
| ISHARES RUSSELL 2000 ETFIWM | 17 funds | $687.1M |
| ISHARES MSCI EAFE ETFEFA | 17 funds | $441.1M |
| STRYKER CORPSYK | 17 funds | $279.9M |
Ranked by how many of BKT's institutional holders also hold each name, a cross-fund conviction signal.
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.