Among active 13F managers last quarter, 7 opened and 16 added, while 9 reduced; the largest holder to move was Rivernorth Capital Management, LLC (+8.0%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
81 tracked 13F filers disclose a position in BMEZ as of the latest SEC 13F filings, a combined $187.4M 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 | Morgan Stanley | 1.9M | $27.8M | ▼−7.1% Reduced · −149K sh | Q1 2026 | |
| 2 | Bank Of America Corp | 1.3M | $18.9M | ▼−16% Reduced · −250K sh | Q1 2026 | |
| 3 | UBS Group AG | 1.0M | $14.5M | ▼−2.5% Reduced · −26K sh | Q1 2026 | |
| 4 | Raymond James Financial Inc | 965K | $13.9M | ▲+46% Added · +306K sh | Q1 2026 | |
| 5 | Rivernorth Capital Management, LLC | 874K | $13.4M | ▲+8.0% Added · +65K sh | Q2 2026 | |
| 6 | Wells Fargo & Company | 779K | $11.2M | ▲+9.5% Added · +67K sh | Q1 2026 | |
| 7 | Lazard Asset Management LLC | 622K | $8.9M | ▲+64% Added · +243K sh | Q1 2026 | |
| 8 | Almitas Capital LLC | 507K | $7.8M | ▲+0.1% Added · +700 sh | Q2 2026 | |
| 9 | City Of London Investment Management Co Ltd | 503K | $7.7M | —Held | Q2 2026 | |
| 10 | Atlas Wealth LLC | 500K | $7.7M | ▲New +500K sh | Q2 2026 | |
| 11 | 1607 Capital Partners, LLC | 442K | $6.8M | ▼−14% Reduced · −72K sh | Q2 2026 | |
| 12 | Z3 Capital Partners, LLC | 394K | $6.0M | ▲+7.4% Added · +27K sh | Q2 2026 | |
| 13 | Royal Bank Of Canada | 354K | $5.1M | ▼−6.6% Reduced · −25K sh | Q1 2026 | |
| 14 | Stifel Financial Corp | 251K | $3.6M | ▼−5.9% Reduced · −16K sh | Q1 2026 | |
| 15 | LPL Financial LLC | 196K | $2.8M | ▼−1.0% Reduced · −2K sh | Q1 2026 | |
| 16 | Blue Bell Private Wealth Management, LLC | 177K | $2.7M | ▲+12% Added · +19K sh | Q2 2026 | |
| 17 | Osaic Holdings, Inc. | 137K | $2.0M | ▲+0.2% Added · +235 sh | Q1 2026 | |
| 18 | Rockefeller Capital Management L.P. | 127K | $1.8M | ▲+13% Added · +14K sh | Q1 2026 | |
| 19 | Karpus Management, Inc. | 118K | $1.8M | ▼−0.1% Reduced · −60 sh | Q2 2026 | |
| 20 | Oppenheimer & Co Inc | 100K | $1.5M | ▲+0.9% Added · +911 sh | Q2 2026 | |
| 21 | Evolve Private Wealth, LLC | 94K | $1.4M | ▲+14% Added · +11K sh | Q2 2026 | |
| 22 | TrueMark Investments, LLC | 89K | $1.4M | ▲+50% Added · +29K sh | Q2 2026 | |
| 23 | &Partners | 86K | $1.3M | ▼−1.7% Reduced · −1K sh | Q2 2026 | |
| 24 | Susquehanna International Group, LLP | 85K | $1.2M | ▼−15% Reduced · −15K sh | Q1 2026 | |
| 25 | Summit Financial, LLC | 69K | $1.1M | ▲+9.8% Added · +6K 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. 2 value rows are withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 7 funds opened a new position in BMEZ and 16 added to an existing one, while 9 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 | 33 funds | $9.7B |
| Microsoft CorpMSFT | 33 funds | $6.7B |
| Apple IncAAPL | 32 funds | $9.3B |
| Eli Lilly & CoLLY | 32 funds | $3.0B |
| Abbvie IncABBV | 32 funds | $1.5B |
| Chevron CorpCVX | 32 funds | $1.4B |
| Home Depot IncHD | 32 funds | $1.3B |
| Broadcom IncAVGO | 31 funds | $4.0B |
| Micron Technology IncMU | 31 funds | $2.7B |
| Merck & Co. Inc.MRK | 31 funds | $1.2B |
| RTX CorpRTX | 31 funds | $1.1B |
| Amazon.com IncAMZN | 30 funds | $6.8B |
Ranked by how many of BMEZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BMEZ.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 19, 2025 | Fairbairn Robert W | Director | Sell (S) 2 lots, same day | 1 | $13 |
| Dec 18, 2025 | Fairbairn Robert W | Director | Sell (S) 2 lots, same day | 21K | $308K |
| 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 |
| Sep 23, 2024 | Saba Capital Management, L.P. | 10% Owner | Buy (P) | 2K | $32K |
| Sep 19, 2024 | Weinstein Boaz | 10% Owner | Buy (P) | 15K | $249K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 30 | 23 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for BMEZ
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.