70 tracked 13F filers disclose a position in BMEZ as of the latest SEC 13F filings, a combined $177.7M 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 | MORGAN STANLEY | $27.8M | 1.9M | ▼−7.1% Reduced · −149K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $18.9M | 1.3M | ▼−16% Reduced · −250K sh | Q1 2026 | |
| 3 | UBS Group AG | $14.5M | 1.0M | ▼−2.5% Reduced · −26K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $13.9M | 965K | ▲+46% Added · +306K sh | Q1 2026 | |
| 5 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $11.6M | 809K | ▲+25% Added · +161K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $11.2M | 779K | ▲+9.5% Added · +67K sh | Q1 2026 | |
| 7 | LAZARD ASSET MANAGEMENT LLC | $8.9M | 622K | ▲+64% Added · +243K sh | Q1 2026 | |
| 8 | 1607 Capital Partners, LLC | $7.4M | 514K | ▲New +514K sh | Q1 2026 | |
| 9 | Almitas Capital LLC | $7.3M | 506K | ▲+231% Added · +353K sh | Q1 2026 | |
| 10 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $7.2M | 503K | ▲+58% Added · +186K sh | Q1 2026 | |
| 11 | Atlas Wealth LLC | $7.7M | 500K | ▲New +500K sh | Q2 2026 | |
| 12 | Z3 Capital Partners, LLC | $6.0M | 394K | ▲+7.4% Added · +27K sh | Q2 2026 | |
| 13 | ROYAL BANK OF CANADA | $5.1M | 354K | ▼−6.6% Reduced · −25K sh | Q1 2026 | |
| 14 | STIFEL FINANCIAL CORP | $3.6M | 251K | ▼−5.9% Reduced · −16K sh | Q1 2026 | |
| 15 | LPL Financial LLC | $2.8M | 196K | ▼−1.0% Reduced · −2K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $2.0M | 137K | ▲+0.2% Added · +235 sh | Q1 2026 | |
| 17 | Rockefeller Capital Management L.P. | $1.8M | 127K | ▲+13% Added · +14K sh | Q1 2026 | |
| 18 | Karpus Management, Inc. | $1.7M | 118K | ▲New +118K sh | Q1 2026 | |
| 19 | OPPENHEIMER & CO INC | $1.4M | 99K | ▲New +99K sh | Q1 2026 | |
| 20 | TrueMark Investments, LLC | $1.4M | 89K | ▲+50% Added · +29K sh | Q2 2026 | |
| 21 | &PARTNERS | $1.3M | 87K | ▲+26% Added · +18K sh | Q1 2026 | |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 85K | ▼−15% Reduced · −15K sh | Q1 2026 | |
| 23 | EVOLVE PRIVATE WEALTH, LLC | $1.2M | 82K | ▲+12% Added · +9K sh | Q1 2026 | |
| 24 | MILLENNIUM MANAGEMENT LLC | $936K | 65K | ▲New +65K sh | Q1 2026 | |
| 25 | Summit Financial, LLC | $907K | 63K | ▲+5.5% Added · +3K 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.
Last quarter, 9 funds opened a new position in BMEZ and 15 added to an existing one, while 3 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 30 funds | $7.8B |
| APPLE INCAAPL | 29 funds | $10.3B |
| VANGUARD S&P 500 ETFVOO | 28 funds | $6.2B |
| ISHARES CORE S&P 500 ETFIVV | 28 funds | $6.1B |
| AMAZON.COM INCAMZN | 28 funds | $5.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 28 funds | $5.5B |
| BROADCOM INCAVGO | 28 funds | $3.9B |
| META PLATFORMS INC-CLASS AMETA | 28 funds | $3.3B |
| JOHNSON & JOHNSONJNJ | 28 funds | $1.9B |
| TESLA INCTSLA | 28 funds | $1.5B |
| CHEVRON CORPCVX | 28 funds | $1.4B |
| HOME DEPOT INCHD | 28 funds | $1.2B |
Ranked by how many of BMEZ's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 19, 2025 | Fairbairn Robert W | Director | Sell (S) | 0 | $6 |
| Dec 19, 2025 | Fairbairn Robert W | Director | Sell (S) | 0 | $6 |
| Dec 18, 2025 | Fairbairn Robert W | Director | Sell (S) | 10K | $154K |
| Dec 18, 2025 | Fairbairn Robert W | Director | Sell (S) | 10K | $154K |
| Oct 16, 2024 | Weinstein Boaz | 10% Owner | Buy (P) | 30K | $471K |
| Oct 15, 2024 | Weinstein Boaz | 10% Owner | Buy (P) | 35K | $552K |
| Oct 14, 2024 | Saba Capital Management, L.P. | 10% Owner | Buy (P) | 15K | $243K |
| Oct 1, 2024 | Weinstein Boaz | 10% Owner | Buy (P) | 10K | $150K |
| Sep 30, 2024 | Saba Capital Management, L.P. | 10% Owner | Buy (P) | 8K | $127K |
| Sep 27, 2024 | Weinstein Boaz | 10% Owner | Buy (P) | 2K | $26K |
| Sep 26, 2024 | Weinstein Boaz | 10% Owner | Buy (P) | 48K | $757K |
| Sep 25, 2024 | Weinstein Boaz | 10% Owner | Buy (P) | 300 | $5K |
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/BMEZ/capital-change-brief"
Use Arkolith's capital_change_brief for BMEZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BMEZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.