| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $10.9M | 227K | ▼−0.4% Reduced · −917 sh | Q1 2026 | |
| 2 | Cerity Partners LLC | $8.5M | 176K | ▼−1.9% Reduced · −3K sh | Q1 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $5.7M | 119K | ▼−47% Reduced · −104K sh | Q1 2026 | |
| 4 | Kestra Advisory Services, LLC | $4.6M | 96K | ▲+22% Added · +17K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $4.5M | 93K | ▼−3.7% Reduced · −4K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $4.3M | 90K | ▲+3.1% Added · +3K sh | Q1 2026 | |
| 7 | HighTower Advisors, LLC | $3.5M | 73K | —Held | Q1 2026 | |
| 8 | Lantz Financial LLC | $3.3M | 63K | ▼−0.1% Reduced · −41 sh | Q2 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $3.0M | 63K | ▲+112% Added · +33K sh | Q1 2026 | |
| 10 | INTEGRAL INVESTMENT ADVISORS, INC. | $2.5M | 48K | —Held | Q2 2026 | |
| 11 | GWN SECURITIES INC. | $2.0M | 42K | ▼−1.0% Reduced · −430 sh | Q1 2026 | |
| 12 | Snowden Capital Advisors LLC | $1.6M | 33K | —Held | Q1 2026 | |
| 13 | LPL Financial LLC | $1.5M | 32K | ▼−3.3% Reduced · −1K sh | Q1 2026 | |
| 14 | Cresset Asset Management, LLC | $1.2M | 24K | —Held | Q1 2026 | |
| 15 | MML INVESTORS SERVICES, LLC | $1.2M | 24K | ▼−23% Reduced · −7K sh | Q1 2026 | |
| 16 | Beacon Pointe Advisors, LLC | $1.2M | 24K | ▼−7.6% Reduced · −2K sh | Q1 2026 | |
| 17 | TopTier Wealth Management, LLC | $905K | 17K | ▼~0% Reduced · −1 sh | Q2 2026 | |
| 18 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $797K | 17K | ▼−0.3% Reduced · −44 sh | Q1 2026 | |
| 19 | Strategic Blueprint, LLC | $745K | 15K | —Held | Q1 2026 | |
| 20 | Fragasso Financial Advisors Inc | $793K | 15K | ▼−0.6% Reduced · −92 sh | Q2 2026 | |
| 21 | Pinnacle Wealth Management Group, Inc. | $740K | 14K | —Held | Q2 2026 | |
| 22 | WCG Wealth Advisors LLC | $586K | 12K | —Held | Q1 2026 | |
| 23 | Arax Advisory Partners | $584K | 12K | ▼−2.7% Reduced · −343 sh | Q1 2026 | |
| 24 | OLD MISSION CAPITAL LLC | $572K | 12K | ▼−71% Reduced · −29K sh | Q1 2026 | |
| 25 | Spire Wealth Management | $564K | 12K | ▲~0% Added · +1 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 32 funds | $9.4B |
| VANGUARD S&P 500 ETFVOO | 32 funds | $6.6B |
| NVIDIA CORPNVDA | 32 funds | $6.2B |
| MICROSOFT CORPMSFT | 32 funds | $5.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 32 funds | $4.6B |
| ALPHABET INC-CL AGOOGL | 32 funds | $4.1B |
| AMAZON.COM INCAMZN | 32 funds | $4.0B |
| ISHARES CORE MSCI EAFE ETFIEFA | 32 funds | $2.7B |
| META PLATFORMS INC-CLASS AMETA | 32 funds | $2.7B |
| VANGUARD GROWTH ETFVUG | 32 funds | $2.6B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 32 funds | $2.4B |
| ISHARES CORE MSCI EMERGINGIEMG | 32 funds | $2.3B |
Ranked by how many of BSEP's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| PJANmc | 167 funds | $919.3M |
| PJULmc | 165 funds | $575.4M |
| POCTmc | 144 funds | $566.4M |
| PFEBmc | 134 funds | $493.7M |
| PDECmc | 130 funds | $552.8M |
| PAUGmc | 130 funds | $516.7M |
| PMARmc | 128 funds | $388.3M |
| PAPRmc | 127 funds | $444.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
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/BSEP/capital-change-brief"
Use Arkolith's capital_change_brief for BSEP. 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 BSEP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.