| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $40.5M | 2.0M | ▲20× Added · +1.9M sh | Q1 2026 | |
| 2 | COOKSON PEIRCE & CO INC | $11.0M | 536K | ▼−0.2% Reduced · −1K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $7.8M | 382K | ▲+200% Added · +254K sh | Q1 2026 | |
| 4 | Carolina Wealth Advisors, LLC | $6.0M | 293K | ▲+1.8% Added · +5K sh | Q2 2026 | |
| 5 | Clark Asset Management, LLC | $4.3M | 212K | ▲+53% Added · +74K sh | Q2 2026 | |
| 6 | STEPHENS INC /AR/ | $3.4M | 166K | ▲+140% Added · +97K sh | Q1 2026 | |
| 7 | CITADEL ADVISORS LLC | $3.2M | 154K | ▲New +154K sh | Q1 2026 | |
| 8 | Sanctuary Advisors, LLC | $2.9M | 143K | ▲+1.1% Added · +2K sh | Q1 2026 | |
| 9 | Atria Investments, Inc | $2.8M | 135K | ▼−2.8% Reduced · −4K sh | Q1 2026 | |
| 10 | BCS Wealth Management | $2.8M | 135K | ▲+11% Added · +13K sh | Q2 2026 | |
| 11 | JONES FINANCIAL COMPANIES LLLP | $2.7M | 131K | ▲New +131K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $2.5M | 120K | ▲+31% Added · +28K sh | Q1 2026 | |
| 13 | Equitable Holdings, Inc. | $2.4M | 115K | ▲+48% Added · +37K sh | Q1 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $2.4M | 115K | ▲+61% Added · +44K sh | Q1 2026 | |
| 15 | JANE STREET GROUP, LLC | $2.3M | 110K | ▲+108% Added · +57K sh | Q1 2026 | |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | 102K | ▼−16% Reduced · −19K sh | Q1 2026 | |
| 17 | Infinity Wealth Counsel, LLC | $1.9M | 94K | ▲+21% Added · +16K sh | Q2 2026 | |
| 18 | MORGAN STANLEY | $1.9M | 93K | ▲84× Added · +92K sh | Q1 2026 | |
| 19 | Cetera Investment Advisers | $1.6M | 76K | ▲+25% Added · +15K sh | Q1 2026 | |
| 20 | BUTENSKY & COHEN FINANCIAL SECURITY, INC | $1.5M | 74K | ▲+8.9% Added · +6K sh | Q2 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $1.3M | 63K | ▲+165% Added · +39K sh | Q1 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $1.2M | 60K | ▲57× Added · +59K sh | Q1 2026 | |
| 23 | MML INVESTORS SERVICES, LLC | $930K | 45K | ▼−9.5% Reduced · −5K sh | Q1 2026 | |
| 24 | Farther Finance Advisors, LLC | $850K | 41K | ▲New +41K sh | Q1 2026 | |
| 25 | CFG Wealth Management Services, Inc. | $768K | 37K | —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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 9 funds | $5.9B |
| ISHARES CORE S&P 500 ETFIVV | 9 funds | $5.7B |
| MICROSOFT CORPMSFT | 9 funds | $3.0B |
| ALPHABET INC-CL AGOOGL | 9 funds | $2.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 9 funds | $2.2B |
| BROADCOM INCAVGO | 9 funds | $2.0B |
| META PLATFORMS INC-CLASS AMETA | 9 funds | $1.9B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 9 funds | $1.7B |
| JPMORGAN CHASE & COJPM | 9 funds | $1.7B |
| MICRON TECHNOLOGY INCMU | 9 funds | $1.7B |
| ALPHABET INC-CL CGOOG | 9 funds | $1.6B |
| TESLA INCTSLA | 9 funds | $1.3B |
Ranked by how many of BSCZ's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/BSCZ/capital-change-brief"
Use Arkolith's capital_change_brief for BSCZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BSCZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.