19 tracked 13F filers disclose a position in BOF as of the latest SEC 13F filings, a combined $5.2M 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 | STIFEL FINANCIAL CORP | $1.8M | 554K | ▲+44% Added · +168K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $1.2M | 372K | →First observed position No prior filed position | Q1 2026 | |
| 3 | SEI INVESTMENTS CO | $569K | 172K | ▲New +172K sh | Q1 2026 | |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $345K | 105K | ▲+29% Added · +23K sh | Q1 2026 | |
| 5 | RENAISSANCE TECHNOLOGIES LLC | $265K | 80K | ▲+73% Added · +34K sh | Q1 2026 | |
| 6 | VANGUARD FIDUCIARY TRUST CO | $187K | 57K | →First observed position No prior filed position | Q1 2026 | |
| 7 | Crewe Advisors LLC | $208K | 45K | ▲+81% Added · +20K sh | Q2 2026 | |
| 8 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | $99K | 30K | —Held | Q1 2026 | |
| 9 | STATE STREET CORP | $80K | 24K | —Held | Q1 2026 | |
| 10 | NORTHERN TRUST CORP | $75K | 23K | ▼−40% Reduced · −15K sh | Q1 2026 | |
| 11 | XTX Topco Ltd | $66K | 20K | ▲New +20K sh | Q1 2026 | |
| 12 | CITADEL ADVISORS LLC | $48K | 15K | ▲New +15K sh | Q1 2026 | |
| 13 | NWAM LLC | $57K | 12K | —Held | Q2 2026 | |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $37K | 11K | ▲New +11K sh | Q1 2026 | |
| 15 | UBS Group AG | $37K | 11K | ▲13× Added · +10K sh | Q1 2026 | |
| 16 | CWM, LLC | $24K | 7K | —Held | Q1 2026 | |
| 17 | Tower Research Capital LLC (TRC) | $6K | 2K | ▲+23% Added · +344 sh | Q1 2026 | |
| 18 | BlackRock, Inc. | $2K | 715 | ▲New +715 sh | Q1 2026 | |
| 19 | CITIGROUP INC | $3 | 1 | ▼−95% Reduced · −19 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, 3 funds opened a new position in BOF and 3 added to an existing one, while 0 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 |
|---|---|---|
| AMAZON.COM INCAMZN | 5 funds | $2.3B |
| APPLE INCAAPL | 5 funds | $2.3B |
| MICRON TECHNOLOGY INCMU | 5 funds | $1.8B |
| MICROSOFT CORPMSFT | 5 funds | $1.8B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 5 funds | $1.4B |
| BROADCOM INCAVGO | 5 funds | $1.3B |
| TESLA INCTSLA | 5 funds | $1.1B |
| JPMORGAN CHASE & COJPM | 5 funds | $966.5M |
| ALPHABET INC-CL CGOOG | 5 funds | $903.2M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 5 funds | $883.1M |
| UNITEDHEALTH GROUP INCUNH | 5 funds | $752.7M |
| COSTCO WHOLESALE CORPCOST | 5 funds | $749.2M |
Ranked by how many of BOF's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 16, 2026 | Jones Byron Riche | Director | Buy (P) | 45 | $152 |
| Jun 2, 2026 | Kaufman Daniel Louis | 10% Owner | Sell (S) | 1.2M | $3.6M |
| May 12, 2026 | Kaufman Daniel Louis | 10% Owner | Sell (S) | 214K | $697K |
| May 5, 2026 | Kaufman Daniel Louis | 10% Owner | Sell (S) | 256K | $842K |
| Apr 21, 2025 | Jones Byron Riche | Director | Buy (P) | 500 | $870 |
| Aug 30, 2024 | Dalfonsi John | Chief Financial Officer, Director | Buy (P) | 132K | — |
| Aug 26, 2024 | Jones Byron Riche | Director | Buy (P) | 3K | $2K |
| Jul 23, 2024 | Healy Eric | Chief Executive Officer, Director, 10% Owner | Buy (P) | 528K | — |
| Jul 22, 2024 | Jones Byron Riche | Director | Buy (P) | 42K | $41K |
| Jun 16, 2023 | Dalfonsi John | Director | Buy (P) | 5K | $24K |
| Jun 16, 2023 | Healy Eric | CEO, Director, 10% Owner | Buy (P) | 2K | $10K |
| Jun 15, 2023 | Dalfonsi John | Director | Buy (P) | 25K | $150K |
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/BOF/capital-change-brief"
Use Arkolith's capital_change_brief for BOF. 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 BOF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.