107 tracked 13F filers disclose a position in BRT as of the latest SEC 13F filings, a combined $65.8M 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 | BlackRock, Inc. | $13.9M | 1.0M | ▼−4.2% Reduced · −45K sh | Q1 2026 | |
| 2 | Curated Wealth Partners LLC | Withheld | 500K | ▲New +500K sh | Q2 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $6.2M | 467K | →First observed position No prior filed position | Q1 2026 | |
| 4 | RENAISSANCE TECHNOLOGIES LLC | $4.3M | 320K | ▼−4.1% Reduced · −14K sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $4.5M | 296K | ▲+7.9% Added · +22K sh | Q2 2026 | |
| 6 | STATE STREET CORP | $3.9M | 248K | ▼−4.4% Reduced · −11K sh | Q2 2026 | |
| 7 | Permanens Capital L.P. | $2.7M | 201K | ▲~0% Added · +1 sh | Q1 2026 | |
| 8 | State of New Jersey Common Pension Fund D | $2.8M | 179K | ▲+5.9% Added · +10K sh | Q2 2026 | |
| 9 | STIFEL FINANCIAL CORP | $2.2M | 166K | ▼−1.9% Reduced · −3K sh | Q1 2026 | |
| 10 | Silverberg Bernstein Capital Management LLC | $2.4M | 158K | ▲+1.2% Added · +2K sh | Q2 2026 | |
| 11 | DIMENSIONAL FUND ADVISORS LP | $2.0M | 152K | ▼−2.3% Reduced · −4K sh | Q1 2026 | |
| 12 | FIRST MANHATTAN CO. LLC. | $2.0M | 149K | ▼−5.9% Reduced · −9K sh | Q1 2026 | |
| 13 | Boston Partners | $1.7M | 130K | ▲+4.2% Added · +5K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $1.5M | 116K | ▲+9.7% Added · +10K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $1.2M | 92K | ▲+8.7% Added · +7K sh | Q1 2026 | |
| 16 | ALTFEST L J & CO INC | $1.3M | 86K | —Held | Q2 2026 | |
| 17 | Bank of New York Mellon Corp | $1.1M | 80K | ▼−5.8% Reduced · −5K sh | Q1 2026 | |
| 18 | VANGUARD FIDUCIARY TRUST CO | $976K | 73K | →First observed position No prior filed position | Q1 2026 | |
| 19 | VANGUARD PORTFOLIO MANAGEMENT LLC | $834K | 63K | →First observed position No prior filed position | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $737K | 55K | ▲+55% Added · +20K sh | Q1 2026 | |
| 21 | Root Financial Partners, LLC | $798K | 52K | ▲+0.1% Added · +31 sh | Q2 2026 | |
| 22 | JANE STREET GROUP, LLC | $642K | 48K | ▼−21% Reduced · −13K sh | Q1 2026 | |
| 23 | WEALTH ALLIANCE, LLC | $743K | 47K | ▼−2.1% Reduced · −1K sh | Q3 2025 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $463K | 35K | ▲+6.9% Added · +2K sh | Q1 2026 | |
| 25 | Nuveen, LLC | $394K | 30K | ▲+0.9% Added · +271 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, 8 funds opened a new position in BRT and 17 added to an existing one, while 6 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 |
|---|---|---|
| APPLE INCAAPL | 50 funds | $88.9B |
| MICROSOFT CORPMSFT | 50 funds | $80.1B |
| NVIDIA CORPNVDA | 49 funds | $114.6B |
| ALPHABET INC-CL AGOOGL | 49 funds | $41.3B |
| JPMORGAN CHASE & COJPM | 49 funds | $20.8B |
| AMAZON.COM INCAMZN | 48 funds | $57.3B |
| BROADCOM INCAVGO | 48 funds | $46.6B |
| ALPHABET INC-CL CGOOG | 48 funds | $43.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 48 funds | $13.9B |
| AMERICAN EXPRESS COAXP | 48 funds | $6.5B |
| META PLATFORMS INC-CLASS AMETA | 47 funds | $32.6B |
| ELI LILLY & COLLY | 47 funds | $23.0B |
Ranked by how many of BRT's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 29, 2025 | ZWEIER GEORGE | VICE PRESIDENT - CFO | Sell (S) | 7K | $100K |
| Oct 28, 2025 | Ginsburg Alan H | Director | Sell (S) | 0 | $1 |
| Oct 20, 2025 | GOULD JEFFREY | PRESIDENT AND CEO, Director | Buy (P) | 7K | $105K |
| Oct 20, 2025 | GOULD INVESTORS L P | 10% Owner | Buy (P) | 7K | $105K |
| Oct 20, 2025 | GOULD MATTHEW J | SENIOR VICE PRESIDENT, Director | Buy (P) | 7K | $105K |
| Oct 17, 2025 | GOULD INVESTORS L P | 10% Owner | Buy (P) | 4K | $59K |
| Oct 17, 2025 | GOULD MATTHEW J | SENIOR VICE PRESIDENT, Director | Buy (P) | 4K | $59K |
| Oct 17, 2025 | GOULD JEFFREY | PRESIDENT AND CEO, Director | Buy (P) | 4K | $59K |
| Oct 16, 2025 | GOULD INVESTORS L P | 10% Owner | Buy (P) | 8K | $120K |
| Oct 16, 2025 | GOULD MATTHEW J | SENIOR VICE PRESIDENT, Director | Buy (P) | 8K | $120K |
| Oct 16, 2025 | GOULD JEFFREY | PRESIDENT AND CEO, Director | Buy (P) | 8K | $120K |
| Oct 13, 2025 | GOULD INVESTORS L P | 10% Owner | Buy (P) | 2K | $29K |
Connected entities for BRT
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/BRT/capital-change-brief"
Use Arkolith's capital_change_brief for BRT. 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 BRT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.