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/BSCR/capital-change-brief"
Use Arkolith's capital_change_brief for BSCR. 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 | $1.4B | 70.7M | ▲+5.8% Added · +3.9M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $202.3M | 10.3M | ▼−0.7% Reduced · −71K sh | Q1 2026 | |
| 3 | UBS Group AG | $161.5M | 8.2M | ▲+95% Added · +4.0M sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $143.0M | 7.3M | ▲+1.7% Added · +120K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $140.7M | 7.2M | ▲+6.4% Added · +432K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $118.5M | 6.0M | ▲+42% Added · +1.8M sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $109.7M | 5.6M | ▲+11% Added · +572K sh | Q1 2026 | |
| 8 | MAI Capital Management | $60.0M | 3.1M | ▲+5.1% Added · +148K sh | Q1 2026 | |
| 9 | Hills Bank & Trust Co | $52.0M | 2.6M | ▲+4.8% Added · +122K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $46.9M | 2.4M | ▲+30% Added · +554K sh | Q1 2026 | |
| 11 | Avior Wealth Management, LLC | $43.2M | 2.2M | ▼−7.4% Reduced · −175K sh | Q1 2026 | |
| 12 | MML INVESTORS SERVICES, LLC | $35.5M | 1.8M | ▼−6.0% Reduced · −116K sh | Q1 2026 | |
| 13 | DAVIS R M INC | $33.9M | 1.7M | ▲+3.6% Added · +60K sh | Q1 2026 | |
| 14 | TLWM | $26.4M | 1.3M | ▲+2.5% Added · +32K sh | Q2 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $25.7M | 1.3M | ▲+8.9% Added · +107K sh | Q1 2026 | |
| 16 | Clark Asset Management, LLC | $25.6M | 1.3M | ▲+10.0% Added · +119K sh | Q2 2026 | |
| 17 | Atlantic Union Bankshares Corp | $23.3M | 1.2M | ▲+6.6% Added · +74K sh | Q1 2026 | |
| 18 | STIFEL FINANCIAL CORP | $23.2M | 1.2M | ▲+1.5% Added · +17K sh | Q1 2026 | |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $20.9M | 1.1M | ▲+16% Added · +144K sh | Q1 2026 | |
| 20 | AMERIPRISE FINANCIAL INC | $20.9M | 1.1M | ▼−6.4% Reduced · −73K sh | Q1 2026 | |
| 21 | Baird Financial Group, Inc. | $18.5M | 943K | ▼−11% Reduced · −112K sh | Q1 2026 | |
| 22 | Cornerstone Wealth Management, LLC | $16.7M | 850K | ▲+9.3% Added · +73K sh | Q1 2026 | |
| 23 | Asset Dedication, LLC | $16.5M | 842K | ▼−4.5% Reduced · −40K sh | Q1 2026 | |
| 24 | Financial Solutions Advisory Group, Inc. | $16.3M | 829K | ▼−2.0% Reduced · −17K sh | Q2 2026 | |
| 25 | Cetera Investment Advisers | $15.8M | 804K | ▲+77% Added · +351K 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 | 102 funds | $24.8B |
| MICROSOFT CORPMSFT | 102 funds | $18.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 102 funds | $14.9B |
| BROADCOM INCAVGO | 102 funds | $9.9B |
| JPMORGAN CHASE & COJPM | 102 funds | $9.1B |
| META PLATFORMS INC-CLASS AMETA | 102 funds | $8.3B |
| EXXON MOBIL CORPXOM | 102 funds | $5.6B |
| WALMART INCWMT | 102 funds | $5.2B |
| ELI LILLY & COLLY | 102 funds | $5.0B |
| JOHNSON & JOHNSONJNJ | 102 funds | $4.9B |
| COSTCO WHOLESALE CORPCOST | 102 funds | $4.7B |
| VISA INC-CLASS A SHARESV | 102 funds | $4.5B |
Ranked by how many of BSCR'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 BSCR. 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.