This stock 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/BLBD/capital-change-brief"
Use Arkolith's capital_change_brief for BLBD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $147.1M | 2.6M | ▼−0.3% Reduced · −9K sh | Q1 2026 | |
| 2 | FMR LLC | $144.3M | 2.5M | ▼−16% Reduced · −483K sh | Q1 2026 | |
| 3 | AMERICAN CENTURY COMPANIES INC | $100.0M | 1.8M | ▼−1.8% Reduced · −32K sh | Q1 2026 | |
| 4 | WESTWOOD HOLDINGS GROUP INC | $94.0M | 1.7M | ▼−13% Reduced · −240K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $79.0M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 6 | JANUS HENDERSON GROUP PLC | $62.7M | 1.1M | ▲+42% Added · +325K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $47.0M | 827K | ▲+7.5% Added · +58K sh | Q1 2026 | |
| 8 | STATE STREET CORP | $42.7M | 752K | ▲+0.1% Added · +1K sh | Q1 2026 | |
| 9 | DIMENSIONAL FUND ADVISORS LP | $39.1M | 689K | ▲+7.5% Added · +48K sh | Q1 2026 | |
| 10 | 325 CAPITAL LLC | $38.6M | 680K | —Held | Q1 2026 | |
| 11 | D. E. Shaw & Co., Inc. | $32.6M | 573K | ▲+4.0% Added · +22K sh | Q1 2026 | |
| 12 | TWO SIGMA INVESTMENTS, LP | $31.7M | 558K | ▲+108% Added · +289K sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $30.1M | 529K | ▲+3.8% Added · +20K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $29.9M | 526K | ▼−26% Reduced · −187K sh | Q1 2026 | |
| 15 | Allspring Global Investments Holdings, LLC | $29.8M | 507K | ▲+24% Added · +97K sh | Q1 2026 | |
| 16 | ALLIANCEBERNSTEIN L.P. | $23.2M | 495K | ▼−5.0% Reduced · −26K sh | Q1 2026 | |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | $24.2M | 425K | ▲New +425K sh | Q1 2026 | |
| 18 | Empowered Funds, LLC | $23.2M | 409K | ▲New +409K sh | Q1 2026 | |
| 19 | OBERWEIS ASSET MANAGEMENT INC/ | $22.1M | 389K | ▲+1.7% Added · +7K sh | Q1 2026 | |
| 20 | AQR CAPITAL MANAGEMENT LLC | $21.6M | 379K | ▲+56% Added · +136K sh | Q1 2026 | |
| 21 | RENAISSANCE TECHNOLOGIES LLC | $20.9M | 368K | ▼−12% Reduced · −48K sh | Q1 2026 | |
| 22 | Nuveen, LLC | $19.0M | 334K | ▼−26% Reduced · −118K sh | Q1 2026 | |
| 23 | DEUTSCHE BANK AG\ | $18.5M | 325K | ▲+0.9% Added · +3K sh | Q1 2026 | |
| 24 | BLAIR WILLIAM & CO/IL | $18.2M | 321K | ▲~0% Added · +83 sh | Q1 2026 | |
| 25 | JPMORGAN CHASE & CO | $17.3M | 318K | ▲+97% Added · +157K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 19, 2026 | Thau Daniel Mark | Director | Buy (P) | 300 | $20K |
| Apr 1, 2026 | Penn Kevin S. | Director | Grant (A) | 2K | $0 |
| Apr 1, 2026 | Hightower Edward T. | Director | Grant (A) | 2K | $0 |
| Apr 1, 2026 | Fream Julie A | Director | Grant (A) | 2K | $0 |
| Apr 1, 2026 | Grimm Douglas J. | Director | Grant (A) | 2K | $0 |
| Apr 1, 2026 | Newman Simon J | Director | Grant (A) | 2K | $0 |
| Apr 1, 2026 | Thau Daniel Mark | Director | Grant (A) | 2K | $0 |
| Apr 1, 2026 | Blaufuss Mark | Director | Grant (A) | 2K | $0 |
| Apr 1, 2026 | Girardin Steve | Director | Grant (A) | 1 | — |
| Apr 1, 2026 | Girardin Steve | Director | Grant (A) | 2K | $0 |
| Apr 1, 2026 | Girardin Steve | Director | Grant (A) | 2.7M | — |
| Mar 4, 2026 | Sanfrey Jeffrey Scott | Chief Operating Officer | Option exercise (M) | 5K | $64K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 94 funds | $42.3B |
| ALPHABET INC-CL AGOOGL | 92 funds | $27.6B |
| MASTERCARD INC - AMA | 92 funds | $7.7B |
| META PLATFORMS INC-CLASS AMETA | 91 funds | $18.9B |
| ELI LILLY & COLLY | 91 funds | $11.3B |
| NVIDIA CORPNVDA | 90 funds | $59.6B |
| AMAZON.COM INCAMZN | 90 funds | $31.7B |
| BROADCOM INCAVGO | 90 funds | $21.8B |
| JPMORGAN CHASE & COJPM | 90 funds | $13.9B |
| MICRON TECHNOLOGY INCMU | 90 funds | $7.9B |
| COSTCO WHOLESALE CORPCOST | 90 funds | $7.9B |
| AT&T INCT | 90 funds | $3.4B |
Ranked by how many of BLBD's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BLBD. 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.