2 tracked 13F filers disclose a position in BREE as of the latest SEC 13F filings, a combined $514K 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 | JANE STREET GROUP, LLC | $266K | 12K | ▼−1.8% Reduced · −211 sh | Q1 2026 | |
| 2 | CITADEL ADVISORS LLC | $248K | 11K | ▲New +11K 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, 1 fund opened a new position in BREE, 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 |
|---|---|---|
| NVIDIA CORPNVDA | 1 funds | $3.3B |
| ISHARES CORE S&P 500 ETFIVV | 1 funds | $2.7B |
| AMAZON.COM INCAMZN | 1 funds | $1.7B |
| MICRON TECHNOLOGY INCMU | 1 funds | $1.6B |
| SS SPDR DOW JONES INDUS AVGDIA | 1 funds | $1.6B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 1 funds | $1.4B |
| APPLE INCAAPL | 1 funds | $1.3B |
| META PLATFORMS INC-CLASS AMETA | 1 funds | $1.0B |
| BROADCOM INCAVGO | 1 funds | $1.0B |
| MICROSOFT CORPMSFT | 1 funds | $976.6M |
| ALPHABET INC-CL AGOOGL | 1 funds | $816.7M |
| WARNER BROS DISCOVERY INCWBD | 1 funds | $806.8M |
Ranked by how many of BREE's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| MFSIMF Closed and MF Open | 59 funds | $688.2M |
| MFSVVALUE ETF | 35 funds | $325.1M |
| MFSBMF Closed and MF Open | 31 funds | $330.5M |
| MFSGGROWTH ETF | 29 funds | $240.0M |
| BRIEExchange Traded Funds (Country Baskets/iShares) - Domestic | 26 funds | $197.3M |
| MFSMINTERMEDITE MUNI | 13 funds | $32.8M |
| BREEthis pageBLENDED RESEARCH | 2 funds | $514K |
| 55286W603MID CAP ETF | 2 funds | $237K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for BREE
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/BREE/capital-change-brief"
Use Arkolith's capital_change_brief for BREE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BREE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.