Among active 13F managers last quarter, 3 opened and 4 added, while 2 reduced; the largest holder to move was Bard Associates Inc (−0.4%). Over the last 180 days, 1 insider sold and 1 insider bought, a net -$5.2M in open-market trades.
The legs disagree, or only one of them leans.
23 tracked 13F filers disclose a position in BOF as of the latest SEC 13F filings, a combined $12.2M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Bard Associates Inc | 1.0M | $4.7M | ▼−0.4% Reduced · −4K sh | Q2 2026 | |
| 2 | Stifel Financial Corp | 554K | $1.8M | ▲+44% Added · +168K sh | Q1 2026 | |
| 3 | Vanguard Capital Management LLC | 398K | $1.8M | ▲+6.9% Added · +26K sh | Q2 2026 | |
| 4 | Sei Investments Co | 172K | $569K | ▲New +172K sh | Q1 2026 | |
| 5 | Informed Momentum Co LLC | 136K | $626K | ▼−4.0% Reduced · −6K sh | Q2 2026 | |
| 6 | Geode Capital Management, LLC | 118K | $541K | ▲+12% Added · +13K sh | Q2 2026 | |
| 7 | Citadel Advisors LLC | 110K | $504K | ▲+650% Added · +95K sh | Q2 2026 | |
| 8 | Renaissance Technologies LLC | 80K | $265K | ▲+73% Added · +34K sh | Q1 2026 | |
| 9 | Vanguard Fiduciary Trust Co | 57K | $263K | ▲+0.7% Added · +403 sh | Q2 2026 | |
| 10 | Crewe Advisors LLC | 45K | $208K | ▲+81% Added · +20K sh | Q2 2026 | |
| 11 | BlackRock, Inc. | 40K | $185K | ▲56× Added · +40K sh | Q2 2026 | |
| 12 | Clifford Swan Investment Counsel LLC | 30K | $138K | —Held | Q2 2026 | |
| 13 | Cascade Financial Partners, LLC | 25K | $115K | —Held | Q2 2026 | |
| 14 | State Street Corp | 24K | $112K | —Held | Q2 2026 | |
| 15 | Northern Trust Corp | 23K | $75K | ▼−40% Reduced · −15K sh | Q1 2026 | |
| 16 | XTX Topco Ltd | 20K | $66K | ▲New +20K sh | Q1 2026 | |
| 17 | Nwam LLC | 12K | $57K | —Held | Q2 2026 | |
| 18 | Susquehanna International Group, LLP | 11K | $37K | ▲New +11K sh | Q1 2026 | |
| 19 | UBS Group AG | 11K | $37K | ▲13× Added · +10K sh | Q1 2026 | |
| 20 | CWM, LLC | 7K | $24K | —Held | Q1 2026 | |
| 21 | Tower Research Capital LLC (TRC) | 2K | $6K | ▲+23% Added · +344 sh | Q1 2026 | |
| 22 | Caitong International Asset Management Co., Ltd | 3 | $14 | ▲New +3 sh | Q2 2026 | |
| 23 | Citigroup Inc | 1 | $3 | ▼−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 4 added to an existing one, while 2 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 | 11 funds | $6.8B |
| Apple IncAAPL | 11 funds | $6.2B |
| Alphabet Inc-CL CGOOG | 11 funds | $2.8B |
| Alphabet Inc-CL AGOOGL | 11 funds | $2.7B |
| Eli Lilly & CoLLY | 11 funds | $2.2B |
| Micron Technology IncMU | 11 funds | $1.8B |
| Advanced Micro DevicesAMD | 11 funds | $1.4B |
| JPMorgan Chase & CoJPM | 11 funds | $1.4B |
| Tesla IncTSLA | 11 funds | $1.3B |
| Visa Inc-Class A SharesV | 11 funds | $1.1B |
| Unitedhealth Group IncUNH | 11 funds | $1.0B |
| Berkshire Hathaway Inc-CL BBRK/B | 11 funds | $975.9M |
Ranked by how many of BOF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BOF.
| 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 |
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 | 10 | 4 | – |
Insiders Form 4 open-market | 1 | 1 | -$5.2M |
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 BOF
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.