Among active 13F managers last quarter, 2 opened and 3 added, while none reduced or exited; the largest holder to move was Citadel Advisors LLC (+15%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
14 tracked 13F filers disclose a position in BRTX as of the latest SEC 13F filings, a combined $305K 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Citadel Advisors LLC | 273K | $103K | ▲+15% Added · +35K sh | Q2 2026 | |
| 2 | Vanguard Fiduciary Trust Co | 181K | $68K | ▲+360% Added · +142K sh | Q2 2026 | |
| 3 | Geode Capital Management, LLC | 152K | $57K | ▼−32% Reduced · −71K sh | Q2 2026 | |
| 4 | UBS Group AG | 100K | $27K | ▲New +100K sh | Q1 2026 | |
| 5 | Wealth Alliance, LLC | 40K | $15K | —Held | Q2 2026 | |
| 6 | State Street Corp | 32K | $12K | —Held | Q2 2026 | |
| 7 | Keystone Financial Group | 29K | $11K | ▲New +29K sh | Q2 2026 | |
| 8 | StoneX Group Inc. | 14K | $5K | ▲New +14K sh | Q2 2026 | |
| 9 | Vanguard Capital Management LLC | 13K | $5K | ▲New +13K sh | Q2 2026 | |
| 10 | Osaic Holdings, Inc. | 2K | $540 | —Held | Q1 2026 | |
| 11 | Tower Research Capital LLC (TRC) | 1K | $398 | ▲+32% Added · +356 sh | Q1 2026 | |
| 12 | SBI Securities Co., Ltd. | 699 | $263 | ▲+251% Added · +500 sh | Q2 2026 | |
| 13 | TD Waterhouse Canada Inc. | 3 | $1 | —Held | Q2 2026 | |
| 14 | Caitong International Asset Management Co., Ltd | 1 | $0 | —Held | 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.
Last quarter, 2 funds opened a new position in BRTX and 3 added to an existing one, while none reduced or exited. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 6 funds | $3.0B |
| Amazon.com IncAMZN | 6 funds | $2.8B |
| Apple IncAAPL | 6 funds | $2.5B |
| Alphabet Inc-CL AGOOGL | 6 funds | $1.3B |
| Eli Lilly & CoLLY | 6 funds | $1.2B |
| Advanced Micro DevicesAMD | 6 funds | $1.1B |
| Alphabet Inc-CL CGOOG | 6 funds | $1.0B |
| Micron Technology IncMU | 6 funds | $923.2M |
| Applied Materials IncAMAT | 6 funds | $817.3M |
| Seagate Technology HoldingsSTX | 6 funds | $813.3M |
| Kla CorpKLAC | 6 funds | $796.2M |
| JPMorgan Chase & CoJPM | 6 funds | $794.5M |
Ranked by how many of BRTX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BRTX.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Oct 28, 2024 | Broadrick Dale | 10% Owner | Sell (S) | 1K | $2K |
| Apr 9, 2024 | Silva Francisco | VP of Research and Development, Director | Buy (P) | 7K | $8K |
| Apr 8, 2024 | Silva Francisco | VP of Research and Development, Director | Buy (P) 2 lots, same day | 2K | $2K |
| Feb 9, 2024 | Broadrick Dale | 10% Owner | Buy (P) | 86K | $114K |
| Feb 8, 2024 | Broadrick Dale | 10% Owner | Buy (P) 2 lots, same day | 158K | $205K |
| Feb 7, 2024 | Broadrick Dale | 10% Owner | Buy (P) | 36K | $50K |
| Dec 1, 2023 | Broadrick Dale | 10% Owner | Sell (S) | 250 | $470 |
| Nov 27, 2023 | Broadrick Dale | 10% Owner | Sell (S) | 278 | $525 |
| Sep 15, 2023 | Alstodt Lance | President, CEO, COB, Director, 10% Owner | Buy (P) | 2K | $4K |
| Sep 15, 2023 | Broadrick Dale | 10% Owner | Buy (P) | 10K | $17K |
| Sep 14, 2023 | Broadrick Dale | 10% Owner | Buy (P) | 10K | $15K |
| Sep 13, 2023 | Alstodt Lance | President, CEO, COB, Director, 10% Owner | Buy (P) | 800 | $1K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 4 | 1 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| BRTXthis pageCommon Stock | 14 funds | $305K |
| 090655408Stock | 2 funds | $3 |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for BRTX
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/BRTX/capital-change-brief"
Use Arkolith's capital_change_brief for BRTX. 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 BRTX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.