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/BSCU/capital-change-brief"
Use Arkolith's capital_change_brief for BSCU. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $178.7M | 10.7M | ▲+11% Added · +1.1M sh | Q1 2026 | |
| 2 | Aptus Capital Advisors, LLC | $154.2M | 9.2M | ▲+1.8% Added · +165K sh | Q1 2026 | |
| 3 | Lido Advisors, LLC | $141.1M | 8.4M | ▲+7.5% Added · +588K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $86.1M | 5.1M | ▲+2.0% Added · +101K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $85.7M | 5.1M | ▲+1.1% Added · +57K sh | Q1 2026 | |
| 6 | TruWealth Advisors, LLC | $78.3M | 4.7M | ▲+2.9% Added · +132K sh | Q1 2026 | |
| 7 | Clearstead Advisors, LLC | $63.9M | 3.8M | ▲+6.7% Added · +240K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $54.4M | 3.3M | ▲+17% Added · +470K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $46.5M | 2.8M | ▲+11% Added · +287K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $44.1M | 2.6M | ▲+5.5% Added · +137K sh | Q1 2026 | |
| 11 | Hills Bank & Trust Co | $43.8M | 2.6M | ▲+5.5% Added · +136K sh | Q1 2026 | |
| 12 | Atlantic Union Bankshares Corp | $43.6M | 2.6M | ▲+9.0% Added · +216K sh | Q1 2026 | |
| 13 | HENGEHOLD CAPITAL MANAGEMENT LLC | $38.1M | 2.3M | ▲+6.3% Added · +136K sh | Q2 2026 | |
| 14 | UBS Group AG | $37.1M | 2.2M | ▲+7.7% Added · +158K sh | Q1 2026 | |
| 15 | &PARTNERS | $31.9M | 1.9M | ▲+49% Added · +629K sh | Q1 2026 | |
| 16 | TLWM | $30.8M | 1.9M | ▲+2.5% Added · +45K sh | Q2 2026 | |
| 17 | MAI Capital Management | $28.0M | 1.7M | ▲+12% Added · +174K sh | Q1 2026 | |
| 18 | Clark Asset Management, LLC | $23.3M | 1.4M | ▲+21% Added · +241K sh | Q2 2026 | |
| 19 | Capital Investment Counsel, LLC | $21.0M | 1.3M | ▲+7.8% Added · +91K sh | Q2 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $19.0M | 1.1M | ▲+16% Added · +153K sh | Q1 2026 | |
| 21 | Baird Financial Group, Inc. | $16.7M | 999K | ▲+4.2% Added · +40K sh | Q1 2026 | |
| 22 | Focus Partners Wealth | $16.0M | 960K | ▲+2.3% Added · +21K sh | Q1 2026 | |
| 23 | Advisors Capital Management, LLC | $16.0M | 956K | ▲+0.7% Added · +7K sh | Q1 2026 | |
| 24 | DAVIS R M INC | $13.5M | 809K | ▲+11% Added · +78K sh | Q1 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $12.8M | 763K | ▲+10% Added · +71K 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 | 90 funds | $22.5B |
| MICROSOFT CORPMSFT | 90 funds | $16.9B |
| BROADCOM INCAVGO | 90 funds | $8.9B |
| JPMORGAN CHASE & COJPM | 90 funds | $8.4B |
| ALPHABET INC-CL CGOOG | 90 funds | $7.3B |
| META PLATFORMS INC-CLASS AMETA | 90 funds | $7.2B |
| EXXON MOBIL CORPXOM | 90 funds | $5.2B |
| JOHNSON & JOHNSONJNJ | 90 funds | $4.8B |
| WALMART INCWMT | 90 funds | $4.7B |
| ELI LILLY & COLLY | 90 funds | $4.5B |
| COSTCO WHOLESALE CORPCOST | 90 funds | $4.5B |
| VISA INC-CLASS A SHARESV | 90 funds | $4.2B |
Ranked by how many of BSCU'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 BSCU. 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.