The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query BMEZ owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BMEZ"
Use Arkolith to show who owns BMEZ, which funds added or reduced it, and which SEC filings prove each claim.
| # | 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 | ROYAL BANK OF CANADA | $5.1M | 354K | ▼−6.6% Reduced · −25K sh | Q1 2026 | |
| 11 | STIFEL FINANCIAL CORP | $3.6M | 251K | ▼−5.9% Reduced · −16K sh | Q1 2026 | |
| 12 | LPL Financial LLC | $2.8M | 196K | ▼−1.0% Reduced · −2K sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $2.0M | 137K | ▲+0.2% Added · +235 sh | Q1 2026 | |
| 14 | Rockefeller Capital Management L.P. | $1.8M | 127K | ▲+13% Added · +14K sh | Q1 2026 | |
| 15 | Karpus Management, Inc. | $1.7M | 118K | ▲New +118K sh | Q1 2026 | |
| 16 | OPPENHEIMER & CO INC | $1.4M | 99K | ▲New +99K sh | Q1 2026 | |
| 17 | &PARTNERS | $1.3M | 87K | ▲+26% Added · +18K sh | Q1 2026 | |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 85K | ▼−15% Reduced · −15K sh | Q1 2026 | |
| 19 | EVOLVE PRIVATE WEALTH, LLC | $1.2M | 82K | ▲+12% Added · +9K sh | Q1 2026 | |
| 20 | MILLENNIUM MANAGEMENT LLC | $936K | 65K | ▲New +65K sh | Q1 2026 | |
| 21 | Summit Financial, LLC | $907K | 63K | ▲+5.5% Added · +3K sh | Q1 2026 | |
| 22 | Kestra Advisory Services, LLC | $894K | 62K | ▲37× Added · +61K sh | Q1 2026 | |
| 23 | Apollon Wealth Management, LLC | $864K | 60K | ▲+28% Added · +13K sh | Q1 2026 | |
| 24 | Calamos Advisors LLC | $740K | 52K | ▲New +52K sh | Q1 2026 | |
| 25 | CSS LLC/IL | $588K | 41K | ▲+8.4% 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jan 30, 2026 | Xie H Erin | Insider | Disposed to issuer (D) | 26K | $391K |
| Jan 30, 2026 | Xie H Erin | Insider | Option exercise (M) | 9K | — |
| Jan 30, 2026 | Xie H Erin | Insider | Option exercise (M) | 9K | — |
| Jan 30, 2026 | Xie H Erin | Insider | Grant (A) | 18K | $267K |
| Jan 30, 2026 | Liu Xiang | Insider | Option exercise (M) | 778 | — |
| Jan 30, 2026 | Liu Xiang | Insider | Disposed to issuer (D) | 778 | $12K |
| Jan 30, 2026 | Liu Xiang | Insider | Grant (A) | 1K | $16K |
| Jan 30, 2026 | Liu Xiang | Insider | Option exercise (M) | 255 | — |
| Jan 30, 2026 | Liu Xiang | Insider | Option exercise (M) | 523 | — |
| Jan 30, 2026 | Xie H Erin | Insider | Option exercise (M) | 26K | — |
| Jan 30, 2026 | Xie H Erin | Insider | Option exercise (M) | 8K | — |
| Dec 19, 2025 | Fairbairn Robert W | Director | Sell (S) | 0 | $6 |
| 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. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.