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/BLV/capital-change-brief"
Use Arkolith's capital_change_brief for BLV. 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 | $938.6M | 13.6M | ▲+25% Added · +2.7M sh | Q1 2026 | |
| 2 | LPL Financial LLC | $210.2M | 3.1M | ▼−5.5% Reduced · −180K sh | Q1 2026 | |
| 3 | LINCOLN NATIONAL CORP | $180.7M | 2.6M | ▲+2.5% Added · +65K sh | Q1 2026 | |
| 4 | Karpus Management, Inc. | $135.5M | 2.0M | ▲+0.3% Added · +6K sh | Q1 2026 | |
| 5 | EXCHANGE TRADED CONCEPTS, LLC | $120.2M | 1.7M | ▲+5.3% Added · +87K sh | Q1 2026 | |
| 6 | Bank of New York Mellon Corp | $106.4M | 1.5M | ▲+8.8% Added · +125K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $105.2M | 1.5M | ▼−19% Reduced · −360K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $85.0M | 1.2M | ▲+88% Added · +578K sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $76.6M | 1.1M | ▲+2.1% Added · +23K sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $69.7M | 1.0M | ▼−9.6% Reduced · −108K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $69.4M | 1.0M | ▲+0.2% Added · +2K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $55.0M | 799K | ▲+22% Added · +145K sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $48.7M | 708K | ▼−1.4% Reduced · −10K sh | Q1 2026 | |
| 14 | Beacon Capital Management, Inc. | $47.3M | 688K | ▼−23% Reduced · −207K sh | Q1 2026 | |
| 15 | VANGUARD ADVISERS INC | $33.6M | 489K | ▲New +489K sh | Q1 2026 | |
| 16 | UBS Group AG | $32.7M | 476K | ▲+244% Added · +337K sh | Q1 2026 | |
| 17 | Ocean Park Asset Management, LLC | $32.7M | 475K | ▲New +475K sh | Q1 2026 | |
| 18 | Envestnet Portfolio Solutions, Inc. | $31.5M | 459K | ▼−81% Reduced · −1.9M sh | Q1 2026 | |
| 19 | AMERIPRISE FINANCIAL INC | $31.2M | 454K | ▼−3.6% Reduced · −17K sh | Q1 2026 | |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $29.5M | 428K | ▲+50% Added · +142K sh | Q1 2026 | |
| 21 | TRUIST FINANCIAL CORP | $29.3M | 426K | ▲+2.2% Added · +9K sh | Q1 2026 | |
| 22 | Strong Tower Advisory Services | $25.5M | 370K | ▲+8.8% Added · +30K sh | Q2 2026 | |
| 23 | PRINCIPAL FINANCIAL GROUP INC | $21.3M | 309K | ▼−4.0% Reduced · −13K sh | Q1 2026 | |
| 24 | Teucrium Investment Advisors, LLC | $20.6M | 301K | ▲New +301K sh | Q1 2026 | |
| 25 | REGIONS FINANCIAL CORP | $20.2M | 294K | ▲+8.2% Added · +22K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| VANGUARD FTSE DEVELOPED ETFVEA | 111 funds | $12.3B |
| VANGUARD FTSE EMERGING MARKEVWO | 111 funds | $8.6B |
| MICROSOFT CORPMSFT | 110 funds | $20.9B |
| VANGUARD GROWTH ETFVUG | 110 funds | $10.2B |
| BROADCOM INCAVGO | 110 funds | $9.2B |
| ELI LILLY & COLLY | 110 funds | $5.6B |
| VANGUARD S&P 500 ETFVOO | 109 funds | $17.5B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 109 funds | $13.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 109 funds | $13.2B |
| JPMORGAN CHASE & COJPM | 109 funds | $9.8B |
| ALPHABET INC-CL CGOOG | 109 funds | $8.7B |
| ISHARES CORE MSCI EMERGINGIEMG | 109 funds | $8.4B |
Ranked by how many of BLV'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 BLV. 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.