120 tracked 13F filers disclose a position in BRCC as of the latest SEC 13F filings, a combined $45.3M 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 | Engaged Capital LLC | $10.8M | 13.9M | —Held | Q1 2026 | |
| 2 | Alyeska Investment Group, L.P. | $7.5M | 9.6M | —Held | Q1 2026 | |
| 3 | BlackRock, Inc. | $4.5M | 5.8M | ▼−1.8% Reduced · −108K sh | Q1 2026 | |
| 4 | Cresset Asset Management, LLC | $4.0M | 5.1M | ▲+30% Added · +1.2M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $2.3M | 3.0M | →First observed position No prior filed position | Q1 2026 | |
| 6 | Nantahala Capital Management, LLC | $2.0M | 2.6M | —Held | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $1.8M | 2.3M | ▲+2.5% Added · +56K sh | Q1 2026 | |
| 8 | FMR LLC | $1.0M | 1.3M | ▲790× Added · +1.3M sh | Q1 2026 | |
| 9 | STATE STREET CORP | $917K | 1.2M | ▼−0.3% Reduced · −3K sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $874K | 1.1M | ▲+28% Added · +247K sh | Q1 2026 | |
| 11 | ZAZOVE ASSOCIATES LLC | $1.1M | 1.0M | ▼−60% Reduced · −1.5M sh | Q2 2026 | |
| 12 | AQR CAPITAL MANAGEMENT LLC | $655K | 843K | ▲+532% Added · +710K sh | Q1 2026 | |
| 13 | Curated Wealth Partners LLC | $813K | 813K | ▲New +813K sh | Q2 2026 | |
| 14 | NORTHERN TRUST CORP | $559K | 721K | ▲+4.5% Added · +31K sh | Q1 2026 | |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $559K | 721K | ▼−7.1% Reduced · −55K sh | Q1 2026 | |
| 16 | UBS Group AG | $523K | 673K | ▼−23% Reduced · −197K sh | Q1 2026 | |
| 17 | VANGUARD FIDUCIARY TRUST CO | $509K | 655K | →First observed position No prior filed position | Q1 2026 | |
| 18 | VANGUARD PORTFOLIO MANAGEMENT LLC | $428K | 552K | →First observed position No prior filed position | Q1 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $425K | 547K | ▼−4.1% Reduced · −23K sh | Q1 2026 | |
| 20 | JANE STREET GROUP, LLC | $367K | 473K | ▲+828% Added · +422K sh | Q1 2026 | |
| 21 | TUDOR INVESTMENT CORP ET AL | $269K | 346K | —Held | Q1 2026 | |
| 22 | STIFEL FINANCIAL CORP | $257K | 330K | ▲+58% Added · +121K sh | Q1 2026 | |
| 23 | RENAISSANCE TECHNOLOGIES LLC | $232K | 299K | ▲New +299K sh | Q1 2026 | |
| 24 | Cerity Partners LLC | $200K | 258K | ▲+2.1% Added · +5K sh | Q1 2026 | |
| 25 | XTX Topco Ltd | $152K | 195K | ▲New +195K 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, 9 funds opened a new position in BRCC and 11 added to an existing one, while 4 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 34 funds | $9.8B |
| AMAZON.COM INCAMZN | 34 funds | $8.6B |
| ALPHABET INC-CL AGOOGL | 34 funds | $7.0B |
| META PLATFORMS INC-CLASS AMETA | 34 funds | $5.5B |
| BROADCOM INCAVGO | 34 funds | $5.0B |
| JPMORGAN CHASE & COJPM | 34 funds | $4.4B |
| ARISTA NETWORKS INCANET | 34 funds | $3.0B |
| ELI LILLY & COLLY | 34 funds | $2.3B |
| CHEVRON CORPCVX | 34 funds | $2.1B |
| HOME DEPOT INCHD | 34 funds | $2.0B |
| MASTERCARD INC - AMA | 34 funds | $1.7B |
| ADVANCED MICRO DEVICESAMD | 34 funds | $1.3B |
Ranked by how many of BRCC's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 1, 2026 | Hafer Evan | Founder, Director, 10% Owner | Sell (S) | 2.0M | $3.0M |
| Mar 5, 2026 | Taslitz Steven | Director | Buy (P) | 150K | $113K |
| Mar 5, 2026 | Taslitz Steven | Director | Buy (P) | 150K | $111K |
| Nov 17, 2025 | Taslitz Steven | Director | Buy (P) | 100K | $129K |
| Nov 12, 2025 | Taslitz Steven | Director | Buy (P) | 100K | $128K |
| Aug 8, 2025 | Taslitz Steven | Director | Buy (P) | 100K | $153K |
| Aug 7, 2025 | Taslitz Steven | Director | Buy (P) | 100K | $132K |
| Jul 18, 2025 | Engaged Capital Holdings, LLC | 10% Owner | Buy (P) | 400K | $500K |
| Jul 18, 2025 | Dickson Kathryn P | Director | Buy (P) | 16K | $20K |
| Jul 18, 2025 | Kadenacy Stephen M | Director | Buy (P) | 80K | $100K |
| Jul 18, 2025 | Hafer Evan | Director, 10% Owner | Buy (P) | 80K | $100K |
| Sep 13, 2024 | Engaged Capital LLC | 10% Owner | Buy (P) | 685K | $2.2M |
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/BRCC/capital-change-brief"
Use Arkolith's capital_change_brief for BRCC. 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 BRCC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.