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/BLCR/capital-change-brief"
Use Arkolith's capital_change_brief for BLCR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $1.5B | 37.7M | ▲534× Added · +37.7M sh | Q1 2026 | |
| 2 | LPL Financial LLC | $462.1M | 11.3M | ▲56× Added · +11.1M sh | Q1 2026 | |
| 3 | JPMORGAN CHASE & CO | $207.4M | 5.2M | ▲New +5.2M sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $153.3M | 3.7M | ▲New +3.7M sh | Q1 2026 | |
| 5 | BlackRock, Inc. | $152.9M | 3.7M | ▲20× Added · +3.5M sh | Q1 2026 | |
| 6 | CWM, LLC | $138.9M | 3.4M | ▲New +3.4M sh | Q1 2026 | |
| 7 | Envestnet Portfolio Solutions, Inc. | $135.7M | 3.3M | ▲507× Added · +3.3M sh | Q1 2026 | |
| 8 | MML INVESTORS SERVICES, LLC | $107.8M | 2.6M | ▲New +2.6M sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $80.6M | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 10 | Bank of New York Mellon Corp | $73.5M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 11 | OneDigital Investment Advisors LLC | $60.1M | 1.5M | ▲New +1.5M sh | Q1 2026 | |
| 12 | JB Capital LLC | $51.5M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 13 | NewEdge Advisors, LLC | $40.3M | 980K | ▲New +980K sh | Q1 2026 | |
| 14 | Sanctuary Advisors, LLC | $40.2M | 980K | ▲New +980K sh | Q1 2026 | |
| 15 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $35.5M | 864K | ▲New +864K sh | Q1 2026 | |
| 16 | STIFEL FINANCIAL CORP | $28.9M | 705K | ▲New +705K sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $24.6M | 598K | ▲+167% Added · +374K sh | Q1 2026 | |
| 18 | Atria Investments, Inc | $20.7M | 504K | ▲New +504K sh | Q1 2026 | |
| 19 | Cerity Partners LLC | $19.7M | 480K | ▲New +480K sh | Q1 2026 | |
| 20 | AE Wealth Management LLC | $19.5M | 475K | ▲New +475K sh | Q1 2026 | |
| 21 | Ascent Group, LLC | $19.3M | 470K | ▲New +470K sh | Q1 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $17.4M | 425K | ▲New +425K sh | Q1 2026 | |
| 23 | CreativeOne Wealth, LLC | $17.2M | 420K | ▲New +420K sh | Q1 2026 | |
| 24 | TRUIST FINANCIAL CORP | $17.3M | 412K | ▲65× Added · +405K sh | Q1 2026 | |
| 25 | Sharkey, Howes & Javer | $20.2M | 400K | ▲+41% Added · +116K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 76 funds | $16.7B |
| NVIDIA CORPNVDA | 76 funds | $13.5B |
| MICROSOFT CORPMSFT | 76 funds | $10.9B |
| VANGUARD S&P 500 ETFVOO | 76 funds | $9.4B |
| VANGUARD GROWTH ETFVUG | 76 funds | $5.7B |
| BROADCOM INCAVGO | 76 funds | $4.9B |
| JPMORGAN CHASE & COJPM | 76 funds | $4.8B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 76 funds | $4.8B |
| ISHARES CORE MSCI EMERGINGIEMG | 76 funds | $4.7B |
| ALPHABET INC-CL CGOOG | 76 funds | $4.3B |
| ISHRS US E F R A ETF-USD INCDYNF | 76 funds | $4.0B |
| ISHARES S&P 500 GROWTH ETFIVW | 76 funds | $3.8B |
Ranked by how many of BLCR's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BLCR. 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.