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/BSJQ/capital-change-brief"
Use Arkolith's capital_change_brief for BSJQ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Mirador Capital Partners LP | $62.3M | 2.7M | ▼−16% Reduced · −510K sh | Q2 2026 | |
| 2 | UBS Group AG | $55.8M | 2.4M | ▲+1.7% Added · +41K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $54.5M | 2.4M | ▼−1.6% Reduced · −39K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $33.9M | 1.5M | ▼−5.5% Reduced · −86K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | $29.1M | 1.3M | ▲+4.9% Added · +58K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $24.5M | 1.1M | ▲+2.1% Added · +22K sh | Q1 2026 | |
| 7 | Jaffetilchin Investment Partners, LLC | $23.7M | 1.0M | ▲+13% Added · +115K sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $17.4M | 752K | ▲+12% Added · +82K sh | Q1 2026 | |
| 9 | COLLECTIVE FAMILY OFFICE LLC | $15.3M | 666K | ▼−12% Reduced · −93K sh | Q2 2026 | |
| 10 | MERCER GLOBAL ADVISORS INC /ADV | $14.4M | 623K | ▲+43% Added · +188K sh | Q1 2026 | |
| 11 | Migdal Insurance & Financial Holdings Ltd. | $12.7M | 548K | ▲+1.6% Added · +9K sh | Q1 2026 | |
| 12 | Advisory Alpha, LLC | $11.0M | 474K | ▲+10% Added · +45K sh | Q1 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $10.5M | 454K | ▲+552% Added · +384K sh | Q1 2026 | |
| 14 | Larson Financial Group LLC | $10.3M | 445K | ▼−14% Reduced · −72K sh | Q1 2026 | |
| 15 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $9.1M | 394K | ▼−3.6% Reduced · −15K sh | Q1 2026 | |
| 16 | AMERIPRISE FINANCIAL INC | $8.7M | 376K | ▲+35% Added · +97K sh | Q1 2026 | |
| 17 | IHT Wealth Management, LLC | $8.4M | 360K | ▲+4.8% Added · +16K sh | Q1 2026 | |
| 18 | Avior Wealth Management, LLC | $8.3M | 359K | ▲+2.2% Added · +8K sh | Q1 2026 | |
| 19 | Lido Advisors, LLC | $8.1M | 350K | ▼−0.8% Reduced · −3K sh | Q1 2026 | |
| 20 | Ashton Thomas Private Wealth, LLC | $7.9M | 342K | ▼−52% Reduced · −374K sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $7.2M | 309K | ▼−72% Reduced · −807K sh | Q1 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $6.7M | 290K | ▼−2.9% Reduced · −9K sh | Q1 2026 | |
| 23 | MML INVESTORS SERVICES, LLC | $6.5M | 282K | ▼−6.8% Reduced · −21K sh | Q1 2026 | |
| 24 | CWM, LLC | $6.2M | 267K | ▼−11% Reduced · −32K sh | Q1 2026 | |
| 25 | Ark Wealth Advisors LLC | $5.2M | 226K | ▼−18% Reduced · −51K 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 | 59 funds | $17.6B |
| APPLE INCAAPL | 59 funds | $17.2B |
| MICROSOFT CORPMSFT | 59 funds | $12.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 59 funds | $11.3B |
| AMAZON.COM INCAMZN | 59 funds | $10.6B |
| ALPHABET INC-CL AGOOGL | 59 funds | $8.2B |
| JPMORGAN CHASE & COJPM | 59 funds | $6.1B |
| ALPHABET INC-CL CGOOG | 59 funds | $6.1B |
| META PLATFORMS INC-CLASS AMETA | 59 funds | $5.7B |
| VANGUARD VALUE ETFVTV | 59 funds | $4.0B |
| TESLA INCTSLA | 59 funds | $3.6B |
| JOHNSON & JOHNSONJNJ | 59 funds | $3.3B |
Ranked by how many of BSJQ'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 BSJQ. 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.