Among active 13F managers last quarter, 6 opened and 14 added, while 18 reduced; the largest holder to move was Sowell Financial Services LLC (+12%).
74 tracked 13F filers disclose a position in BLES as of the latest SEC 13F filings, a combined $78.5M 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 | LPL Financial LLC | 168K | $7.4M | ▲~0% Added · +68 sh | Q1 2026 | |
| 2 | CWM, LLC | 135K | $6.0M | ▼−11% Reduced · −17K sh | Q1 2026 | |
| 3 | UBS Group AG | 122K | $5.4M | ▲+0.6% Added · +754 sh | Q1 2026 | |
| 4 | AssetMark, Inc | 117K | $5.6M | ▲+1.9% Added · +2K sh | Q2 2026 | |
| 5 | Sowell Financial Services LLC | 116K | $5.5M | ▲+12% Added · +13K sh | Q2 2026 | |
| 6 | Creative Financial Designs Inc | 104K | $5.0M | ▲+178% Added · +67K sh | Q2 2026 | |
| 7 | AlphaStar Capital Management, LLC | 94K | $4.5M | ▲+6.2% Added · +5K sh | Q2 2026 | |
| 8 | Inspire Advisors, LLC | 74K | $3.5M | ▼−5.6% Reduced · −4K sh | Q2 2026 | |
| 9 | Envestnet Asset Management Inc | 62K | $2.7M | ▲+6.0% Added · +4K sh | Q1 2026 | |
| 10 | Frontier Asset Management, LLC | 56K | $2.7M | ▲+0.1% Added · +66 sh | Q2 2026 | |
| 11 | Carlson Financial, Inc. | 51K | $2.4M | ▼−0.1% Reduced · −81 sh | Q2 2026 | |
| 12 | Citadel Advisors LLC | 44K | $2.1M | ▲New +44K sh | Q2 2026 | |
| 13 | Range Financial Group LLC | 37K | $1.8M | ▼−9.2% Reduced · −4K sh | Q2 2026 | |
| 14 | Keel Point, LLC | 32K | $1.5M | ▼−0.3% Reduced · −83 sh | Q2 2026 | |
| 15 | Cetera Investment Advisers | 28K | $1.3M | ▲+19% Added · +5K sh | Q1 2026 | |
| 16 | Strategic Equity Management | 28K | $1.3M | ▲+0.2% Added · +69 sh | Q2 2026 | |
| 17 | Inspire Investing, LLC | 26K | $1.2M | ▼−18% Reduced · −6K sh | Q2 2026 | |
| 18 | Moneywise, Inc. | 24K | $1.1M | ▲+1.9% Added · +455 sh | Q2 2026 | |
| 19 | Revisor Wealth Management LLC | 22K | $1.1M | ▲+59% Added · +8K sh | Q2 2026 | |
| 20 | Envestnet Portfolio Solutions, Inc. | 21K | $1.0M | ▼−21% Reduced · −6K sh | Q2 2026 | |
| 21 | OneAscent Financial Services LLC | 21K | $992K | ▼−84% Reduced · −109K sh | Q2 2026 | |
| 22 | JPMorgan Chase & Co | 20K | $880K | ▼−3.6% Reduced · −771 sh | Q1 2026 | |
| 23 | Ridgeline Wealth, LLC | 20K | $958K | ▲+2.5% Added · +481 sh | Q2 2026 | |
| 24 | Raymond James Financial Inc | 19K | $836K | ▲+12% Added · +2K sh | Q1 2026 | |
| 25 | Amarillo National Bank | 18K | $841K | —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, 6 funds opened a new position in BLES and 14 added to an existing one, while 18 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 | 43 funds | $4.6B |
| Apple IncAAPL | 43 funds | $4.4B |
| Microsoft CorpMSFT | 43 funds | $2.5B |
| SPDR Gold SharesGLD | 42 funds | $309.1M |
| Amazon.com IncAMZN | 41 funds | $3.7B |
| Alphabet Inc-CL AGOOGL | 41 funds | $1.8B |
| Broadcom IncAVGO | 40 funds | $1.9B |
| Alphabet Inc-CL CGOOG | 40 funds | $1.6B |
| Caterpillar IncCAT | 39 funds | $800.4M |
| Costco Wholesale CorpCOST | 39 funds | $785.0M |
| Ishares Core S&P 500 ETFIVV | 38 funds | $15.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 38 funds | $1.7B |
Ranked by how many of BLES's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BLES.
| Class | 13F holders | Value held |
|---|---|---|
| BIBLmc | 136 funds | $285.0M |
| SECTmc | 112 funds | $2.5B |
| WWJDmc | 106 funds | $372.0M |
| IBDmc | 102 funds | $349.8M |
| ISMDmc | 98 funds | $212.9M |
| BLESthis pagemc | 74 funds | $78.5M |
| BUYWmc | 66 funds | $887.8M |
| TMATmc | 50 funds | $135.2M |
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 BLES
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/BLES/capital-change-brief"
Use Arkolith's capital_change_brief for BLES. 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 BLES. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.