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/BSMQ/capital-change-brief"
Use Arkolith's capital_change_brief for BSMQ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | $14.4M | 611K | ▲+0.8% Added · +5K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $13.1M | 555K | ▲+27% Added · +117K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $12.0M | 507K | ▼−4.6% Reduced · −25K sh | Q1 2026 | |
| 4 | UBS Group AG | $9.3M | 395K | ▲+78% Added · +174K sh | Q1 2026 | |
| 5 | TRUIST FINANCIAL CORP | $7.9M | 334K | ▲+8.1% Added · +25K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $6.7M | 285K | ▲+80% Added · +126K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $5.5M | 234K | ▼−23% Reduced · −72K sh | Q1 2026 | |
| 8 | Summit Financial, LLC | $5.0M | 214K | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $5.0M | 213K | ▼−2.2% Reduced · −5K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $4.9M | 208K | ▲+19% Added · +33K sh | Q1 2026 | |
| 11 | Asset Dedication, LLC | $4.8M | 204K | ▲+13% Added · +23K sh | Q1 2026 | |
| 12 | Integrated Wealth Concepts LLC | $4.6M | 193K | ▲+3.5% Added · +7K sh | Q1 2026 | |
| 13 | NewEdge Advisors, LLC | $4.3M | 183K | ▲+6.0% Added · +10K sh | Q1 2026 | |
| 14 | Atlantic Union Bankshares Corp | $4.2M | 179K | ▲+6.8% Added · +11K sh | Q1 2026 | |
| 15 | Hills Bank & Trust Co | $4.0M | 169K | ▼−18% Reduced · −36K sh | Q1 2026 | |
| 16 | HighTower Advisors, LLC | $3.8M | 161K | ▼−1.6% Reduced · −3K sh | Q1 2026 | |
| 17 | OneAscent Financial Services LLC | $3.7M | 155K | ▲New +155K sh | Q1 2026 | |
| 18 | AMERIPRISE FINANCIAL INC | $2.7M | 114K | ▲+33% Added · +28K sh | Q1 2026 | |
| 19 | Focus Partners Wealth | $2.7M | 113K | ▲+0.8% Added · +960 sh | Q1 2026 | |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 112K | ▲+1.7% Added · +2K sh | Q1 2026 | |
| 21 | Financial Solutions Advisory Group, Inc. | $2.6M | 112K | ▼−32% Reduced · −52K sh | Q2 2026 | |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.3M | 96K | ▲+9.1% Added · +8K sh | Q1 2026 | |
| 23 | SIGNATUREFD, LLC | $1.7M | 71K | ▲+5.8% Added · +4K sh | Q1 2026 | |
| 24 | STIFEL FINANCIAL CORP | $1.6M | 69K | ▼−6.2% Reduced · −5K sh | Q1 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $1.6M | 69K | ▼−24% Reduced · −22K 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 | $14.9B |
| MICROSOFT CORPMSFT | 51 funds | $10.6B |
| JPMORGAN CHASE & COJPM | 51 funds | $5.5B |
| BROADCOM INCAVGO | 51 funds | $5.4B |
| META PLATFORMS INC-CLASS AMETA | 51 funds | $4.8B |
| ALPHABET INC-CL CGOOG | 51 funds | $4.6B |
| EXXON MOBIL CORPXOM | 51 funds | $3.5B |
| WALMART INCWMT | 51 funds | $3.3B |
| JOHNSON & JOHNSONJNJ | 51 funds | $3.1B |
| TESLA INCTSLA | 51 funds | $3.0B |
| COSTCO WHOLESALE CORPCOST | 51 funds | $2.9B |
| ELI LILLY & COLLY | 51 funds | $2.9B |
Ranked by how many of BSMQ'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 BSMQ. 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.