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/BPRE/capital-change-brief"
Use Arkolith's capital_change_brief for BPRE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $96.0M | 5.8M | ▲+5.7% Added · +314K sh | Q1 2026 | |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $56.7M | 3.4M | ▼−20% Reduced · −876K sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | $53.3M | 3.2M | ▼~0% Reduced · −1K sh | Q1 2026 | |
| 4 | Focus Partners Wealth | $50.2M | 3.0M | ▼−4.8% Reduced · −153K sh | Q1 2026 | |
| 5 | MIDLAND WEALTH ADVISORS, LLC | $41.5M | 2.5M | ▲New +2.5M sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $30.0M | 1.8M | ▲+258% Added · +1.3M sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $24.2M | 1.5M | ▼−4.3% Reduced · −66K sh | Q1 2026 | |
| 8 | INDEPENDENT FINANCIAL GROUP, LLC | $16.3M | 1.3M | ▲+8.4% Added · +98K sh | Q2 2026 | |
| 9 | TRAPHAGEN INVESTMENT ADVISORS LLC | $15.2M | 1.2M | ▼−0.2% Reduced · −3K sh | Q2 2026 | |
| 10 | HighTower Advisors, LLC | $17.3M | 1.0M | ▲+1.2% Added · +12K sh | Q1 2026 | |
| 11 | Stratos Wealth Partners, LTD. | $11.7M | 703K | ▲+551% Added · +595K sh | Q1 2026 | |
| 12 | Modern Wealth Management, LLC | $9.4M | 566K | ▲+23% Added · +104K sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $8.5M | 514K | ▲33× Added · +498K sh | Q1 2026 | |
| 14 | Arkadios Wealth Advisors | $8.4M | 506K | ▲+0.1% Added · +624 sh | Q1 2026 | |
| 15 | B. Riley Wealth Advisors, Inc. | $6.1M | 455K | ▲+47% Added · +146K sh | Q2 2026 | |
| 16 | Callan Family Office, LLC | $7.2M | 433K | ▼−16% Reduced · −82K sh | Q1 2026 | |
| 17 | Creative Planning | $7.1M | 427K | ▲+23% Added · +79K sh | Q1 2026 | |
| 18 | Guardian Financial Partners, LLC | $5.6M | 427K | ▲+1.1% Added · +5K sh | Q2 2026 | |
| 19 | Aptus Capital Advisors, LLC | $6.9M | 413K | ▲+66% Added · +165K sh | Q1 2026 | |
| 20 | ELEVATION POINT WEALTH PARTNERS, LLC | $6.8M | 410K | ▲12× Added · +375K sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $6.8M | 410K | ▲+96% Added · +201K sh | Q1 2026 | |
| 22 | GUARDIAN WEALTH ADVISORS, LLC / NC | $6.7M | 402K | ▲+76% Added · +174K sh | Q1 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $6.7M | 401K | ▲+512% Added · +335K sh | Q1 2026 | |
| 24 | SCS Capital Management LLC | $5.8M | 347K | ▼−0.9% Reduced · −3K sh | Q1 2026 | |
| 25 | Avantax Planning Partners, Inc. | $5.7M | 344K | ▼−2.6% Reduced · −9K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 96 funds | $18.5B |
| NVIDIA CORPNVDA | 95 funds | $23.1B |
| JPMORGAN CHASE & COJPM | 95 funds | $8.6B |
| ALPHABET INC-CL CGOOG | 95 funds | $8.1B |
| VANGUARD VALUE ETFVTV | 95 funds | $6.7B |
| EXXON MOBIL CORPXOM | 95 funds | $5.4B |
| JOHNSON & JOHNSONJNJ | 95 funds | $5.0B |
| ELI LILLY & COLLY | 95 funds | $4.8B |
| WALMART INCWMT | 95 funds | $4.7B |
| COSTCO WHOLESALE CORPCOST | 95 funds | $4.7B |
| TESLA INCTSLA | 95 funds | $4.3B |
| VISA INC-CLASS A SHARESV | 95 funds | $4.3B |
Ranked by how many of BPRE's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BPRE. 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.