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/BNDI/capital-change-brief"
Use Arkolith's capital_change_brief for BNDI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Retirement Planning Group, LLC | $95.0M | 2.0M | ▲+15% Added · +260K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $6.7M | 142K | ▲+14% Added · +18K sh | Q1 2026 | |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 29K | ▲New +29K sh | Q1 2026 | |
| 4 | Compound Planning, Inc. | $1.2M | 25K | ▼−3.3% Reduced · −860 sh | Q1 2026 | |
| 5 | JANE STREET GROUP, LLC | $953K | 20K | ▲+8.6% Added · +2K sh | Q1 2026 | |
| 6 | HighTower Advisors, LLC | $900K | 19K | ▲+4.4% Added · +801 sh | Q1 2026 | |
| 7 | Clearstead Advisors, LLC | $826K | 18K | ▲+6.0% Added · +987 sh | Q1 2026 | |
| 8 | NewEdge Advisors, LLC | $568K | 12K | ▲+113% Added · +6K sh | Q1 2026 | |
| 9 | Berger Financial Group, Inc | $559K | 12K | ▲+12% Added · +1K sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $311K | 7K | ▲New +7K sh | Q1 2026 | |
| 11 | CITADEL ADVISORS LLC | $256K | 5K | ▲New +5K sh | Q1 2026 | |
| 12 | CWM, LLC | $255K | 5K | ▲+0.3% Added · +16 sh | Q1 2026 | |
| 13 | Navis Wealth Advisors, LLC | $242K | 5K | ▲+5.8% Added · +281 sh | Q1 2026 | |
| 14 | Farther Finance Advisors, LLC | $60K | 1K | ▲New +1K sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $32K | 676 | ▲+30% Added · +155 sh | Q1 2026 | |
| 16 | CoreCap Advisors, LLC | $15K | 312 | ▲+11% Added · +31 sh | Q1 2026 | |
| 17 | UBS Group AG | $661 | 14 | ▼−96% Reduced · −366 sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $99 | 2 | ▲+100% Added · +1 sh | Q1 2026 | |
| 19 | WELLS FARGO & COMPANY/MN | $37 | 1 | ▼−100% Reduced · −826 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 |
|---|---|---|
| NVIDIA CORPNVDA | 10 funds | $5.5B |
| ISHARES CORE S&P 500 ETFIVV | 10 funds | $5.3B |
| APPLE INCAAPL | 10 funds | $4.5B |
| AMAZON.COM INCAMZN | 10 funds | $3.3B |
| MICROSOFT CORPMSFT | 10 funds | $3.0B |
| ALPHABET INC-CL AGOOGL | 10 funds | $2.1B |
| BROADCOM INCAVGO | 10 funds | $1.9B |
| MICRON TECHNOLOGY INCMU | 10 funds | $1.8B |
| META PLATFORMS INC-CLASS AMETA | 10 funds | $1.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 10 funds | $1.7B |
| JPMORGAN CHASE & COJPM | 10 funds | $1.6B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 10 funds | $1.6B |
Ranked by how many of BNDI'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 BNDI. 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.