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/BSV/capital-change-brief"
Use Arkolith's capital_change_brief for BSV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | $3.6B | 45.4M | ▲+9.6% Added · +4.0M sh | Q1 2026 | |
| 2 | Creative Planning | $2.9B | 37.4M | ▲+43% Added · +11.3M sh | Q1 2026 | |
| 3 | JPMORGAN CHASE & CO | $2.6B | 33.2M | ▲+2.7% Added · +884K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $2.5B | 31.5M | ▲+29% Added · +7.0M sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $1.9B | 24.4M | ▼−20% Reduced · −6.2M sh | Q1 2026 | |
| 6 | Empower Advisory Group, LLC | $1.8B | 22.5M | ▲+7.5% Added · +1.6M sh | Q1 2026 | |
| 7 | GOLDMAN SACHS GROUP INC | $1.5B | 19.7M | ▲+6.3% Added · +1.2M sh | Q1 2026 | |
| 8 | Allworth Financial LP | $1.4B | 17.5M | ▼−11% Reduced · −2.1M sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $991.4M | 12.6M | ▲+29% Added · +2.8M sh | Q1 2026 | |
| 10 | NORTHERN TRUST CORP | $907.5M | 11.6M | ▲+1.5% Added · +171K sh | Q1 2026 | |
| 11 | Truepoint, Inc. | $566.0M | 7.2M | ▲+3.4% Added · +238K sh | Q1 2026 | |
| 12 | LPL Financial LLC | $558.4M | 7.1M | ▲+4.3% Added · +295K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $478.9M | 6.1M | ▲+1.5% Added · +90K sh | Q1 2026 | |
| 14 | LINCOLN NATIONAL CORP | $306.1M | 3.9M | ▲+1.3% Added · +51K sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $305.9M | 3.9M | ▲+7.1% Added · +260K sh | Q1 2026 | |
| 16 | UBS Group AG | $304.2M | 3.9M | ▲+8.3% Added · +299K sh | Q1 2026 | |
| 17 | Corient Private Wealth LLC | $282.4M | 3.6M | ▲+11% Added · +344K sh | Q1 2026 | |
| 18 | ROYAL BANK OF CANADA | $271.4M | 3.5M | ▲+5.7% Added · +185K sh | Q1 2026 | |
| 19 | Cerity Partners LLC | $266.7M | 3.4M | ▲+3.3% Added · +108K sh | Q1 2026 | |
| 20 | Sequoia Financial Advisors, LLC | $264.9M | 3.4M | ▲+15% Added · +450K sh | Q1 2026 | |
| 21 | Bank of New York Mellon Corp | $227.1M | 2.9M | ▲+4.9% Added · +136K sh | Q1 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $223.3M | 2.8M | ▼−1.7% Reduced · −49K sh | Q1 2026 | |
| 23 | Cetera Investment Advisers | $200.9M | 2.6M | ▲+10% Added · +235K sh | Q1 2026 | |
| 24 | Purpose Unlimited Inc. | $178.9M | 2.3M | ▲+62% Added · +871K sh | Q1 2026 | |
| 25 | MetLife Investment Management, LLC | $178.3M | 2.3M | ▼−2.6% Reduced · −62K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 259 funds | $114.7B |
| APPLE INCAAPL | 258 funds | $125.6B |
| JPMORGAN CHASE & COJPM | 254 funds | $34.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 254 funds | $23.2B |
| NVIDIA CORPNVDA | 253 funds | $153.7B |
| AMAZON.COM INCAMZN | 252 funds | $82.9B |
| ALPHABET INC-CL AGOOGL | 252 funds | $71.7B |
| JOHNSON & JOHNSONJNJ | 251 funds | $23.5B |
| META PLATFORMS INC-CLASS AMETA | 248 funds | $44.7B |
| ALPHABET INC-CL CGOOG | 247 funds | $51.2B |
| VISA INC-CLASS A SHARESV | 247 funds | $28.9B |
| EXXON MOBIL CORPXOM | 247 funds | $28.0B |
Ranked by how many of BSV'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 BSV. 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.