Among active 13F managers last quarter, 9 opened and 24 added, while 11 reduced; the largest holder to move was Rivernorth Capital Management, LLC (+1.2%).
133 tracked 13F filers disclose a position in BSTZ as of the latest SEC 13F filings, a combined $359.2M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 3.4M | $75.6M | ▲+14% Added · +412K sh | Q1 2026 | |
| 2 | Rivernorth Capital Management, LLC | 1.5M | $45.4M | ▲+1.2% Added · +18K sh | Q2 2026 | |
| 3 | UBS Group AG | 1.2M | $26.7M | ▲+4.3% Added · +50K sh | Q1 2026 | |
| 4 | Raymond James Financial Inc | 975K | $21.6M | ▲+1.7% Added · +16K sh | Q1 2026 | |
| 5 | Bank Of America Corp | 926K | $20.5M | ▼−3.8% Reduced · −36K sh | Q1 2026 | |
| 6 | Lazard Asset Management LLC | 678K | $15.0M | ▼−0.6% Reduced · −4K sh | Q1 2026 | |
| 7 | Karpus Management, Inc. | 483K | $14.5M | ▲+18% Added · +73K sh | Q2 2026 | |
| 8 | Flagship Harbor Advisors, LLC | 324K | $9.7M | ▲+2.7% Added · +8K sh | Q2 2026 | |
| 9 | Z3 Capital Partners, LLC | 317K | $9.5M | ▲+3.0% Added · +9K sh | Q2 2026 | |
| 10 | Royal Bank Of Canada | 302K | $6.7M | ▼−2.6% Reduced · −8K sh | Q1 2026 | |
| 11 | Oppenheimer & Co Inc | 258K | $7.7M | ▲+10% Added · +24K sh | Q2 2026 | |
| 12 | Steward Partners Investment Advisory, LLC | 244K | $7.3M | ▲+58% Added · +89K sh | Q2 2026 | |
| 13 | Rockefeller Capital Management L.P. | 221K | $4.9M | ▲+131% Added · +125K sh | Q1 2026 | |
| 14 | LPL Financial LLC | 200K | $4.4M | ▼−4.0% Reduced · −8K sh | Q1 2026 | |
| 15 | Blue Bell Private Wealth Management, LLC | 190K | $5.7M | ▲+15% Added · +24K sh | Q2 2026 | |
| 16 | Wealth Enhancement Advisory Services, LLC | 177K | $5.2M | ▲+28% Added · +39K sh | Q2 2026 | |
| 17 | Potrero Capital Research LLC | 167K | $5.0M | ▲Added Added · +167K sh | Q2 2026 | |
| 18 | Thomas J. Herzfeld Advisors, Inc. | 166K | $5.0M | ▲+101% Added · +83K sh | Q2 2026 | |
| 19 | Osaic Holdings, Inc. | 140K | $3.1M | ▼−5.9% Reduced · −9K sh | Q1 2026 | |
| 20 | Summit Financial, LLC | 138K | $4.1M | ▲+179% Added · +89K sh | Q2 2026 | |
| 21 | RFG Advisory, LLC | 98K | $2.9M | ▲+1.5% Added · +1K sh | Q2 2026 | |
| 22 | Sanctuary Advisors, LLC | 93K | $2.8M | ▲+0.7% Added · +656 sh | Q2 2026 | |
| 23 | Independent Financial Group, LLC | 92K | $2.7M | ▼−2.6% Reduced · −2K sh | Q2 2026 | |
| 24 | Stifel Financial Corp | 91K | $2.0M | ▼−0.3% Reduced · −273 sh | Q1 2026 | |
| 25 | Millennium Management LLC | 87K | $1.9M | ▲New +87K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 9 funds opened a new position in BSTZ and 24 added to an existing one, while 11 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 63 funds | $36.1B |
| Nvidia CorpNVDA | 62 funds | $54.2B |
| Eli Lilly & CoLLY | 62 funds | $10.7B |
| Abbvie IncABBV | 62 funds | $5.1B |
| Chevron CorpCVX | 62 funds | $3.3B |
| Apple IncAAPL | 61 funds | $44.6B |
| Merck & Co. Inc.MRK | 61 funds | $5.1B |
| Home Depot IncHD | 61 funds | $4.8B |
| SS SPDR S&P 500 ETF Trust-USSPY | 61 funds | $4.1B |
| Amazon.com IncAMZN | 60 funds | $25.6B |
| Broadcom IncAVGO | 60 funds | $18.9B |
| Alphabet Inc-CL CGOOG | 60 funds | $15.3B |
Ranked by how many of BSTZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BSTZ.
Connected entities for BSTZ
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.