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/BSJR/capital-change-brief"
Use Arkolith's capital_change_brief for BSJR. 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 | $53.5M | 2.4M | ▲+6.3% Added · +143K sh | Q2 2026 | |
| 2 | LPL Financial LLC | $44.2M | 2.0M | ▲+6.3% Added · +117K sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | $36.1M | 1.6M | ▲+15% Added · +210K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $30.4M | 1.4M | ▲+69% Added · +554K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $26.3M | 1.2M | ▲+17% Added · +167K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $24.9M | 1.1M | ▼−2.4% Reduced · −27K sh | Q1 2026 | |
| 7 | Larson Financial Group LLC | $21.5M | 960K | ▼−0.6% Reduced · −6K sh | Q1 2026 | |
| 8 | Ashton Thomas Private Wealth, LLC | $17.1M | 766K | ▲+74% Added · +326K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $14.8M | 662K | ▲+75% Added · +284K sh | Q1 2026 | |
| 10 | MERCER GLOBAL ADVISORS INC /ADV | $13.8M | 618K | ▲+39% Added · +175K sh | Q1 2026 | |
| 11 | UBS Group AG | $13.0M | 583K | ▲+5.3% Added · +29K sh | Q1 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $12.0M | 537K | ▲+150% Added · +322K sh | Q1 2026 | |
| 13 | Accurate Wealth Management, LLC | $10.6M | 476K | ▲+75% Added · +205K sh | Q2 2026 | |
| 14 | Advisory Alpha, LLC | $9.7M | 432K | ▲+11% Added · +42K sh | Q1 2026 | |
| 15 | COLLECTIVE FAMILY OFFICE LLC | $8.2M | 366K | ▲+24% Added · +72K sh | Q2 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $7.0M | 312K | ▲+6.0% Added · +18K sh | Q1 2026 | |
| 17 | CHATHAM CAPITAL GROUP, INC. | $6.7M | 298K | ▲+18% Added · +46K sh | Q2 2026 | |
| 18 | Modern Wealth Management, LLC | $6.0M | 268K | ▲+3.2% Added · +8K sh | Q1 2026 | |
| 19 | Ark Wealth Advisors LLC | $5.2M | 235K | ▲+8.9% Added · +19K sh | Q1 2026 | |
| 20 | AMERIPRISE FINANCIAL INC | $4.4M | 197K | ▲+13% Added · +22K sh | Q1 2026 | |
| 21 | JONES FINANCIAL COMPANIES LLLP | $3.9M | 176K | ▲+6.3% Added · +10K sh | Q1 2026 | |
| 22 | Prospera Financial Services Inc | $3.6M | 160K | ▲+0.2% Added · +375 sh | Q2 2026 | |
| 23 | Kestra Advisory Services, LLC | $3.0M | 133K | ▲+6.8% Added · +8K sh | Q1 2026 | |
| 24 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $2.9M | 129K | ▲+104% Added · +66K sh | Q1 2026 | |
| 25 | Tower Research Capital LLC (TRC) | $2.8M | 123K | ▼−9.4% Reduced · −13K 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 | 51 funds | $13.8B |
| APPLE INCAAPL | 51 funds | $13.4B |
| MICROSOFT CORPMSFT | 51 funds | $9.4B |
| AMAZON.COM INCAMZN | 51 funds | $8.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 51 funds | $7.8B |
| ALPHABET INC-CL AGOOGL | 51 funds | $5.8B |
| JPMORGAN CHASE & COJPM | 51 funds | $4.7B |
| META PLATFORMS INC-CLASS AMETA | 51 funds | $4.5B |
| TESLA INCTSLA | 51 funds | $2.8B |
| EXXON MOBIL CORPXOM | 51 funds | $2.8B |
| JOHNSON & JOHNSONJNJ | 51 funds | $2.8B |
| WALMART INCWMT | 51 funds | $2.7B |
Ranked by how many of BSJR'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 BSJR. 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.