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/BRTR/capital-change-brief"
Use Arkolith's capital_change_brief for BRTR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Dynasty Wealth Management, LLC | $202.1M | 4.0M | ▲+242% Added · +2.8M sh | Q1 2026 | |
| 2 | JPMORGAN CHASE & CO | $140.5M | 2.8M | ▼−13% Reduced · −426K sh | Q1 2026 | |
| 3 | SAGESPRING WEALTH PARTNERS, LLC | $98.4M | 2.0M | ▼−17% Reduced · −392K sh | Q1 2026 | |
| 4 | OpenArc Corporate Advisory, LLC | $72.6M | 1.4M | ▲+9.6% Added · +127K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $38.6M | 770K | ▲+17% Added · +114K sh | Q1 2026 | |
| 6 | Pinnacle Financial Partners, Inc. | $28.4M | 567K | ▲+24% Added · +108K sh | Q1 2026 | |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $27.8M | 553K | ▲New +553K sh | Q1 2026 | |
| 8 | CFS Investment Advisory Services, LLC | $16.3M | 325K | ▲+11% Added · +33K sh | Q2 2026 | |
| 9 | Arkadios Wealth Advisors | $13.9M | 277K | ▲+242% Added · +196K sh | Q1 2026 | |
| 10 | Redhawk Wealth Advisors, Inc. | $13.8M | 273K | ▲New +273K sh | Q2 2026 | |
| 11 | Forthright Family Wealth Advisory LLC | $12.5M | 247K | ▲Added Added · +247K sh | Q2 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $10.6M | 210K | ▲+27% Added · +45K sh | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $9.2M | 183K | ▲+664% Added · +159K sh | Q1 2026 | |
| 14 | Vise Technologies, Inc. | $7.3M | 144K | —Held | Q1 2026 | |
| 15 | Cyndeo Wealth Partners, LLC | $5.3M | 106K | ▼−21% Reduced · −27K sh | Q1 2026 | |
| 16 | NewEdge Advisors, LLC | $5.3M | 105K | ▼−27% Reduced · −39K sh | Q1 2026 | |
| 17 | Spectrum Planning & Advisory Services Inc. | $5.1M | 101K | ▲+5.1% Added · +5K sh | Q2 2026 | |
| 18 | JONES FINANCIAL COMPANIES LLLP | $4.0M | 80K | ▲+4.0% Added · +3K sh | Q1 2026 | |
| 19 | JANE STREET GROUP, LLC | $4.0M | 79K | ▲New +79K sh | Q1 2026 | |
| 20 | Integrated Wealth Concepts LLC | $3.1M | 61K | ▼−5.2% Reduced · −3K sh | Q1 2026 | |
| 21 | PFG Advisors | $2.5M | 50K | ▼−3.5% Reduced · −2K sh | Q2 2026 | |
| 22 | McKinley Carter Wealth Services, Inc. | $2.3M | 47K | ▲+16% Added · +6K sh | Q1 2026 | |
| 23 | Taylor & Morgan Wealth Management, LLC | $2.3M | 46K | ▲+5.3% Added · +2K sh | Q2 2026 | |
| 24 | U.S. Capital Wealth Advisors, LLC | $2.2M | 43K | ▲+203% Added · +29K sh | Q1 2026 | |
| 25 | Breakwater Capital Group | $2.2M | 43K | ▲+24% Added · +8K sh | Q2 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 |
|---|---|---|
| APPLE INCAAPL | 20 funds | $4.8B |
| MICROSOFT CORPMSFT | 20 funds | $4.3B |
| AMAZON.COM INCAMZN | 20 funds | $4.2B |
| JPMORGAN CHASE & COJPM | 20 funds | $2.4B |
| BROADCOM INCAVGO | 20 funds | $2.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 20 funds | $1.9B |
| ALPHABET INC-CL CGOOG | 20 funds | $1.9B |
| TESLA INCTSLA | 20 funds | $1.6B |
| EXXON MOBIL CORPXOM | 20 funds | $1.4B |
| VANGUARD FTSE DEVELOPED ETFVEA | 20 funds | $1.3B |
| SPDR GOLD SHARESGLD | 20 funds | $1.3B |
| CHEVRON CORPCVX | 20 funds | $1.2B |
Ranked by how many of BRTR's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BRTR. 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.