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/BSCQ/capital-change-brief"
Use Arkolith's capital_change_brief for BSCQ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | $1.0B | 53.6M | ▼−7.0% Reduced · −4.0M sh | Q1 2026 | |
| 2 | LPL Financial LLC | $153.3M | 7.9M | ▲+2.7% Added · +209K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $135.0M | 6.9M | ▼−2.3% Reduced · −159K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $116.4M | 6.0M | ▼−19% Reduced · −1.4M sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $80.4M | 4.1M | ▼−23% Reduced · −1.2M sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $69.3M | 3.5M | ▼−24% Reduced · −1.1M sh | Q1 2026 | |
| 7 | Hills Bank & Trust Co | $57.1M | 2.9M | ▲+3.5% Added · +99K sh | Q1 2026 | |
| 8 | St. Louis Financial Planners Asset Management, LLC | $52.4M | 2.7M | ▲+284% Added · +2.0M sh | Q2 2026 | |
| 9 | UBS Group AG | $51.9M | 2.7M | ▼−63% Reduced · −4.5M sh | Q1 2026 | |
| 10 | MAI Capital Management | $51.0M | 2.6M | ▼−5.0% Reduced · −136K sh | Q1 2026 | |
| 11 | MML INVESTORS SERVICES, LLC | $47.3M | 2.4M | ▼−7.8% Reduced · −205K sh | Q1 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $41.5M | 2.1M | ▼−5.6% Reduced · −126K sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $35.8M | 1.8M | ▲+1.6% Added · +29K sh | Q1 2026 | |
| 14 | TLWM | $33.9M | 1.7M | ▲+1.9% Added · +32K sh | Q2 2026 | |
| 15 | ROYAL BANK OF CANADA | $33.5M | 1.7M | ▲+3.1% Added · +51K sh | Q1 2026 | |
| 16 | Focus Partners Wealth | $28.5M | 1.5M | ▲+132% Added · +831K sh | Q1 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $26.9M | 1.4M | ▲+10.0% Added · +125K sh | Q1 2026 | |
| 18 | Asset Dedication, LLC | $26.5M | 1.4M | ▼−4.1% Reduced · −58K sh | Q1 2026 | |
| 19 | Hudson Capital Management LLC | $25.9M | 1.3M | ▲+0.9% Added · +12K sh | Q2 2026 | |
| 20 | Clark Asset Management, LLC | $22.9M | 1.2M | ▲+11% Added · +121K sh | Q2 2026 | |
| 21 | DAVIS R M INC | $20.3M | 1.0M | ▼−22% Reduced · −299K sh | Q1 2026 | |
| 22 | SHUFRO ROSE & CO LLC | $20.0M | 1.0M | ▼−14% Reduced · −168K sh | Q1 2026 | |
| 23 | KIRR MARBACH & CO LLC /IN/ | $19.2M | 986K | ▼−3.6% Reduced · −36K sh | Q2 2026 | |
| 24 | Baird Financial Group, Inc. | $17.7M | 908K | ▼−14% Reduced · −144K sh | Q1 2026 | |
| 25 | Cornerstone Wealth Management, LLC | $15.1M | 772K | ▲+8.9% Added · +63K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 109 funds | $26.1B |
| MICROSOFT CORPMSFT | 109 funds | $21.5B |
| ALPHABET INC-CL AGOOGL | 109 funds | $13.3B |
| ALPHABET INC-CL CGOOG | 109 funds | $10.9B |
| BROADCOM INCAVGO | 109 funds | $10.7B |
| JPMORGAN CHASE & COJPM | 109 funds | $9.5B |
| META PLATFORMS INC-CLASS AMETA | 109 funds | $8.5B |
| WALMART INCWMT | 109 funds | $5.7B |
| EXXON MOBIL CORPXOM | 109 funds | $5.7B |
| ELI LILLY & COLLY | 109 funds | $5.5B |
| JOHNSON & JOHNSONJNJ | 109 funds | $5.3B |
| VISA INC-CLASS A SHARESV | 109 funds | $5.2B |
Ranked by how many of BSCQ'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 BSCQ. 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.