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/BSJU/capital-change-brief"
Use Arkolith's capital_change_brief for BSJU. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $16.0M | 624K | ▲+16% Added · +88K sh | Q1 2026 | |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $9.7M | 378K | ▼−4.0% Reduced · −16K sh | Q1 2026 | |
| 3 | Equitable Holdings, Inc. | $8.7M | 335K | ▲+27% Added · +70K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $5.2M | 202K | ▲+9.6% Added · +18K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | $4.4M | 173K | ▲+82% Added · +78K sh | Q1 2026 | |
| 6 | Steward Partners Investment Advisory, LLC | $4.4M | 173K | ▲222× Added · +172K sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $3.8M | 149K | ▲+42% Added · +44K sh | Q1 2026 | |
| 8 | Advisory Alpha, LLC | $3.8M | 147K | ▲+3.6% Added · +5K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $3.6M | 140K | ▲+25% Added · +28K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $3.4M | 133K | ▲+90% Added · +63K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 127K | ▲+0.9% Added · +1K sh | Q1 2026 | |
| 12 | JONES FINANCIAL COMPANIES LLLP | $2.9M | 114K | ▲+46% Added · +36K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $2.8M | 110K | ▲+86% Added · +51K sh | Q1 2026 | |
| 14 | LBMC INVESTMENT ADVISORS, LLC | $2.3M | 91K | ▲New +91K sh | Q1 2026 | |
| 15 | HARBOUR INVESTMENTS, INC. | $2.0M | 78K | ▲+22% Added · +14K sh | Q1 2026 | |
| 16 | Prospera Financial Services Inc | $1.8M | 68K | ▲+1.8% Added · +1K sh | Q2 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $1.5M | 58K | ▼−6.2% Reduced · −4K sh | Q1 2026 | |
| 18 | NewEdge Advisors, LLC | $1.5M | 58K | ▲11× Added · +53K sh | Q1 2026 | |
| 19 | INDEPENDENT FINANCIAL GROUP, LLC | $679K | 26K | ▲+24% Added · +5K sh | Q2 2026 | |
| 20 | UBS Group AG | $649K | 25K | ▲+3.6% Added · +885 sh | Q1 2026 | |
| 21 | Keel Point, LLC | $649K | 25K | ▲+23% Added · +5K sh | Q1 2026 | |
| 22 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | $650K | 25K | ▼−4.3% Reduced · −1K sh | Q2 2026 | |
| 23 | Ark Wealth Advisors LLC | $622K | 24K | ▲+30% Added · +6K sh | Q1 2026 | |
| 24 | MGO ONE SEVEN LLC | $596K | 23K | ▲+2.7% Added · +616 sh | Q1 2026 | |
| 25 | ROYAL BANK OF CANADA | $575K | 22K | ▲+17% Added · +3K 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 | 21 funds | $9.2B |
| NVIDIA CORPNVDA | 21 funds | $8.2B |
| APPLE INCAAPL | 21 funds | $6.7B |
| MICROSOFT CORPMSFT | 21 funds | $5.1B |
| AMAZON.COM INCAMZN | 21 funds | $4.9B |
| ALPHABET INC-CL AGOOGL | 21 funds | $3.5B |
| JPMORGAN CHASE & COJPM | 21 funds | $2.8B |
| META PLATFORMS INC-CLASS AMETA | 21 funds | $2.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 21 funds | $2.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 21 funds | $2.6B |
| ALPHABET INC-CL CGOOG | 21 funds | $2.4B |
| JOHNSON & JOHNSONJNJ | 21 funds | $1.8B |
Ranked by how many of BSJU'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 BSJU. 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.