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/BSCW/capital-change-brief"
Use Arkolith's capital_change_brief for BSCW. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | $180.1M | 8.7M | ▲+1.8% Added · +157K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $99.8M | 4.8M | ▲+9.5% Added · +421K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $91.4M | 4.4M | ▲+21% Added · +763K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $67.0M | 3.3M | ▲+8.3% Added · +249K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $47.3M | 2.3M | ▼−1.4% Reduced · −33K sh | Q1 2026 | |
| 6 | Atlantic Union Bankshares Corp | $42.7M | 2.1M | ▲+8.2% Added · +157K sh | Q1 2026 | |
| 7 | UBS Group AG | $41.9M | 2.0M | ▲+170% Added · +1.3M sh | Q1 2026 | |
| 8 | HENGEHOLD CAPITAL MANAGEMENT LLC | $39.1M | 1.9M | ▲+0.3% Added · +6K sh | Q2 2026 | |
| 9 | ROYAL BANK OF CANADA | $20.5M | 995K | ▲+22% Added · +182K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $19.2M | 932K | ▲+20% Added · +154K sh | Q1 2026 | |
| 11 | Sequoia Financial Advisors, LLC | $18.7M | 906K | ▼−4.0% Reduced · −38K sh | Q1 2026 | |
| 12 | Capital Investment Counsel, LLC | $16.2M | 792K | ▲+9.6% Added · +69K sh | Q2 2026 | |
| 13 | Baird Financial Group, Inc. | $16.1M | 781K | ▲+4.2% Added · +32K sh | Q1 2026 | |
| 14 | Clark Asset Management, LLC | $14.3M | 696K | ▲+26% Added · +145K sh | Q2 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $14.2M | 691K | ▲+9.8% Added · +62K sh | Q1 2026 | |
| 16 | Strategic Financial Group, LLC | $13.9M | 678K | ▲+0.8% Added · +6K sh | Q2 2026 | |
| 17 | &PARTNERS | $13.9M | 676K | ▲+31% Added · +161K sh | Q1 2026 | |
| 18 | COOKSON PEIRCE & CO INC | $10.6M | 514K | ▲+1.1% Added · +5K sh | Q1 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $10.3M | 502K | ▲+8.7% Added · +40K sh | Q1 2026 | |
| 20 | Lido Advisors, LLC | $8.4M | 408K | ▼−4.9% Reduced · −21K sh | Q1 2026 | |
| 21 | MAI Capital Management | $7.8M | 379K | ▲+12% Added · +40K sh | Q1 2026 | |
| 22 | JONES FINANCIAL COMPANIES LLLP | $7.7M | 376K | ▲+28% Added · +83K sh | Q1 2026 | |
| 23 | Asset Dedication, LLC | $7.4M | 358K | ▲+13% Added · +41K sh | Q1 2026 | |
| 24 | Modern Wealth Management, LLC | $6.9M | 334K | ▲+0.9% Added · +3K sh | Q1 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $6.2M | 299K | ▼−4.0% Reduced · −12K 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.
| Class | 13F holders | Value held |
|---|---|---|
| BSCWthis pageUIE | 106 funds | $924.2M |
| BSCXTRD SLF IDX FD INVESCO BULLETSH | 76 funds | $594.4M |
| BSCYEXCHANGE TRADED | 59 funds | $326.0M |
| BSMWmc | 51 funds | $95.1M |
| BSSXmc | 49 funds | $61.5M |
| BSJUMF Closed and MF Open | 43 funds | $89.5M |
| BSCZUIE | 42 funds | $116.0M |
| BSMYmc | 38 funds | $60.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 46 funds | $15.1B |
| NVIDIA CORPNVDA | 46 funds | $15.0B |
| MICROSOFT CORPMSFT | 46 funds | $10.5B |
| AMAZON.COM INCAMZN | 46 funds | $8.6B |
| ALPHABET INC-CL AGOOGL | 46 funds | $7.0B |
| BROADCOM INCAVGO | 46 funds | $5.4B |
| JPMORGAN CHASE & COJPM | 46 funds | $5.3B |
| META PLATFORMS INC-CLASS AMETA | 46 funds | $4.7B |
| ALPHABET INC-CL CGOOG | 46 funds | $4.5B |
| EXXON MOBIL CORPXOM | 46 funds | $3.3B |
| WALMART INCWMT | 46 funds | $3.2B |
| JOHNSON & JOHNSONJNJ | 46 funds | $3.0B |
Ranked by how many of BSCW'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 BSCW. 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.