94 tracked 13F filers disclose a position in BSTZ as of the latest SEC 13F filings, a combined $284.6M in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $75.6M | 3.4M | ▲+14% Added · +412K sh | Q1 2026 | |
| 2 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $33.1M | 1.5M | ▲+2.5% Added · +36K sh | Q1 2026 | |
| 3 | UBS Group AG | $26.7M | 1.2M | ▲+4.3% Added · +50K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $21.6M | 975K | ▲+1.7% Added · +16K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $20.5M | 926K | ▼−3.8% Reduced · −36K sh | Q1 2026 | |
| 6 | LAZARD ASSET MANAGEMENT LLC | $15.0M | 678K | ▼−0.6% Reduced · −4K sh | Q1 2026 | |
| 7 | Karpus Management, Inc. | $9.1M | 410K | ▲+93% Added · +197K sh | Q1 2026 | |
| 8 | FLAGSHIP HARBOR ADVISORS, LLC | $7.0M | 315K | ▼−0.2% Reduced · −611 sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $6.7M | 302K | ▼−2.6% Reduced · −8K sh | Q1 2026 | |
| 10 | OPPENHEIMER & CO INC | $5.2M | 233K | ▲+25% Added · +47K sh | Q1 2026 | |
| 11 | Rockefeller Capital Management L.P. | $4.9M | 221K | ▲+131% Added · +125K sh | Q1 2026 | |
| 12 | LPL Financial LLC | $4.4M | 200K | ▼−4.0% Reduced · −8K sh | Q1 2026 | |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.2M | 177K | ▲+28% Added · +39K sh | Q2 2026 | |
| 14 | Steward Partners Investment Advisory, LLC | $3.4M | 155K | ▲~0% Added · +71 sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $3.1M | 140K | ▼−5.9% Reduced · −9K sh | Q1 2026 | |
| 16 | RFG Advisory, LLC | $2.9M | 98K | ▲+1.5% Added · +1K sh | Q2 2026 | |
| 17 | Sanctuary Advisors, LLC | $2.1M | 93K | ▲+1.7% Added · +2K sh | Q1 2026 | |
| 18 | INDEPENDENT FINANCIAL GROUP, LLC | $2.7M | 92K | ▼−2.6% Reduced · −2K sh | Q2 2026 | |
| 19 | STIFEL FINANCIAL CORP | $2.0M | 91K | ▼−0.3% Reduced · −273 sh | Q1 2026 | |
| 20 | MILLENNIUM MANAGEMENT LLC | $1.9M | 87K | ▲New +87K sh | Q1 2026 | |
| 21 | Cetera Investment Advisers | $1.5M | 67K | ▲+4.5% Added · +3K sh | Q1 2026 | |
| 22 | Quarry LP | $1.5M | 66K | ▲+749% Added · +58K sh | Q1 2026 | |
| 23 | HighTower Advisors, LLC | $1.4M | 65K | ▼−31% Reduced · −30K sh | Q1 2026 | |
| 24 | 1607 Capital Partners, LLC | $1.4M | 61K | ▲+162% Added · +38K sh | Q1 2026 | |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 59K | ▲+81% Added · +27K 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.
Last quarter, 9 funds opened a new position in BSTZ and 17 added to an existing one, while 10 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 36 funds | $9.4B |
| ORACLE CORPORCL | 35 funds | $1.0B |
| WALT DISNEY CO/THEDIS | 35 funds | $536.0M |
| ISHARES CORE S&P 500 ETFIVV | 34 funds | $12.4B |
| APPLE INCAAPL | 34 funds | $10.8B |
| VANGUARD S&P 500 ETFVOO | 34 funds | $6.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 34 funds | $5.5B |
| BROADCOM INCAVGO | 34 funds | $4.9B |
| META PLATFORMS INC-CLASS AMETA | 34 funds | $4.7B |
| ISHARES CORE U.S. AGGREGATEAGG | 34 funds | $3.1B |
| ISHARES CORE MSCI EMERGINGIEMG | 34 funds | $2.6B |
| TESLA INCTSLA | 34 funds | $2.5B |
Ranked by how many of BSTZ's institutional holders also hold each name, a cross-fund conviction signal.
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/BSTZ/capital-change-brief"
Use Arkolith's capital_change_brief for BSTZ. 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 BSTZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.