60 tracked 13F filers disclose a position in BLES as of the latest SEC 13F filings, a combined $70.8M 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 | LPL Financial LLC | $7.4M | 168K | ▲~0% Added · +68 sh | Q1 2026 | |
| 2 | CWM, LLC | $6.0M | 135K | ▼−11% Reduced · −17K sh | Q1 2026 | |
| 3 | OneAscent Financial Services LLC | $5.8M | 130K | ▼−4.4% Reduced · −6K sh | Q1 2026 | |
| 4 | UBS Group AG | $5.4M | 122K | ▲+0.6% Added · +754 sh | Q1 2026 | |
| 5 | ASSETMARK, INC | $5.6M | 117K | ▲+1.9% Added · +2K sh | Q2 2026 | |
| 6 | Sowell Financial Services LLC | $5.5M | 116K | ▲+12% Added · +13K sh | Q2 2026 | |
| 7 | CREATIVE FINANCIAL DESIGNS INC /ADV | $5.0M | 104K | ▲+178% Added · +67K sh | Q2 2026 | |
| 8 | AlphaStar Capital Management, LLC | $4.5M | 94K | ▲+6.2% Added · +5K sh | Q2 2026 | |
| 9 | Inspire Advisors, LLC | $3.5M | 79K | ▼−32% Reduced · −36K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $2.7M | 62K | ▲+6.0% Added · +4K sh | Q1 2026 | |
| 11 | Range Financial Group LLC | $1.8M | 37K | ▼−9.2% Reduced · −4K sh | Q2 2026 | |
| 12 | Keel Point, LLC | $1.4M | 32K | ▼−3.0% Reduced · −989 sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $1.3M | 28K | ▲+19% Added · +5K sh | Q1 2026 | |
| 14 | MONEYWISE, INC. | $1.1M | 24K | ▲+1.9% Added · +455 sh | Q2 2026 | |
| 15 | Revisor Wealth Management LLC | $1.1M | 22K | ▲+59% Added · +8K sh | Q2 2026 | |
| 16 | Envestnet Portfolio Solutions, Inc. | $1.0M | 21K | ▼−21% Reduced · −6K sh | Q2 2026 | |
| 17 | JPMORGAN CHASE & CO | $880K | 20K | ▼−3.6% Reduced · −771 sh | Q1 2026 | |
| 18 | Ridgeline Wealth, LLC | $958K | 20K | ▲+2.5% Added · +481 sh | Q2 2026 | |
| 19 | RAYMOND JAMES FINANCIAL INC | $836K | 19K | ▲+12% Added · +2K sh | Q1 2026 | |
| 20 | AMARILLO NATIONAL BANK | $841K | 18K | —Held | Q2 2026 | |
| 21 | Turning Point Benefit Group, Inc. | $759K | 16K | ▲+111% Added · +8K sh | Q2 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $635K | 14K | ▼−1.2% Reduced · −176 sh | Q1 2026 | |
| 23 | Sterling Investment Advisors, Ltd. | $521K | 11K | —Held | Q2 2026 | |
| 24 | JANE STREET GROUP, LLC | $484K | 11K | ▼−67% Reduced · −22K sh | Q1 2026 | |
| 25 | INDEPENDENT FINANCIAL GROUP, LLC | $519K | 11K | ▲+7.9% Added · +796 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, 4 funds opened a new position in BLES and 8 added to an existing one, while 13 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 |
|---|---|---|
| NVIDIA CORPNVDA | 31 funds | $1.8B |
| APPLE INCAAPL | 31 funds | $1.6B |
| MICROSOFT CORPMSFT | 31 funds | $826.6M |
| ALPHABET INC-CL CGOOG | 31 funds | $441.6M |
| SPDR GOLD SHARESGLD | 31 funds | $274.7M |
| ALPHABET INC-CL AGOOGL | 30 funds | $565.3M |
| ISHARES CORE S&P 500 ETFIVV | 29 funds | $1.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 29 funds | $1.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 29 funds | $861.0M |
| AMAZON.COM INCAMZN | 29 funds | $823.1M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 29 funds | $588.7M |
| BROADCOM INCAVGO | 29 funds | $477.4M |
Ranked by how many of BLES's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BIBLmc | 112 funds | $230.3M |
| SECTmc | 94 funds | $2.2B |
| IBDmc | 84 funds | $294.6M |
| WWJDmc | 82 funds | $280.5M |
| ISMDmc | 77 funds | $150.0M |
| BUYWmc | 61 funds | $852.0M |
| BLESthis pagemc | 60 funds | $70.8M |
| TMATmc | 42 funds | $107.3M |
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.