The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query BSVO owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BSVO"
Use Arkolith to show who owns BSVO, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Focus Partners Advisor Solutions, LLC | $510.7M | 20.1M | ▲+2.6% Added · +505K sh | Q1 2026 | |
| 2 | Forum Financial Management, LP | $16.4M | 646K | ▼−1.6% Reduced · −10K sh | Q1 2026 | |
| 3 | Evanson Asset Management, LLC | $5.9M | 232K | —Held | Q1 2026 | |
| 4 | Berger Financial Group, Inc | $3.1M | 122K | ▼−6.0% Reduced · −8K sh | Q1 2026 | |
| 5 | CWM, LLC | $2.4M | 96K | ▼−15% Reduced · −17K sh | Q1 2026 | |
| 6 | Curi Capital, LLC | $2.1M | 82K | —Held | Q1 2026 | |
| 7 | Apella Capital, LLC | $2.1M | 76K | ▲+730% Added · +67K sh | Q1 2026 | |
| 8 | Smartleaf Asset Management LLC | $2.0M | 81K | ▼−4.7% Reduced · −4K sh | Q1 2026 | |
| 9 | UMB Bank, n.a. | $1.9M | 76K | ▲43× Added · +74K sh | Q1 2026 | |
| 10 | IEQ CAPITAL, LLC | $1.8M | 73K | —Held | Q1 2026 | |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.3M | 53K | ▼−1.1% Reduced · −592 sh | Q1 2026 | |
| 12 | Ballentine Partners, LLC | $1.2M | 49K | —Held | Q1 2026 | |
| 13 | INDEPENDENT FINANCIAL GROUP, LLC | $1.2M | 49K | ▲+139% Added · +28K sh | Q1 2026 | |
| 14 | Savant Capital, LLC | $985K | 39K | —Held | Q1 2026 | |
| 15 | Symmetry Partners, LLC | $950K | 37K | ▼−3.3% Reduced · −1K sh | Q1 2026 | |
| 16 | Cresset Asset Management, LLC | $864K | 34K | —Held | Q1 2026 | |
| 17 | CHOREO, LLC | $720K | 28K | ▲New +28K sh | Q1 2026 | |
| 18 | SAX WEALTH ADVISORS, LLC | $625K | 27K | —Held | Q1 2026 | |
| 19 | Visionary Wealth Advisors | $587K | 23K | —Held | Q1 2026 | |
| 20 | NewEdge Advisors, LLC | $479K | 19K | —Held | Q1 2026 | |
| 21 | Cassaday & Co Wealth Management LLC | $442K | 17K | —Held | Q1 2026 | |
| 22 | Pathstone Holdings, LLC | $429K | 17K | —Held | Q1 2026 | |
| 23 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $396K | 14K | —Held | Q1 2026 | |
| 24 | MML INVESTORS SERVICES, LLC | $373K | 15K | ▲+1.0% Added · +150 sh | Q1 2026 | |
| 25 | Private Advisor Group, LLC | $341K | 13K | ▼−5.4% Reduced · −772 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.
No Form 4 insider transactions on file yet.
| Class | 13F holders | Value held |
|---|---|---|
| BOXXmc | 136 funds | $995.5M |
| FRDMmc | 132 funds | $975.6M |
| STRVmc | 75 funds | $194.4M |
| BSVOthis pageFUND | 62 funds | $1.6B |
| DRLLmc | 61 funds | $31.3M |
| BBLUmc | 46 funds | $115.6M |
| QMOMmc | 37 funds | $73.9M |
| QVALmc | 35 funds | $91.7M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 31 funds | $8.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 31 funds | $7.4B |
| NVIDIA CORPNVDA | 31 funds | $6.8B |
| MICROSOFT CORPMSFT | 31 funds | $6.3B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 31 funds | $5.9B |
| AMAZON.COM INCAMZN | 31 funds | $4.7B |
| ALPHABET INC-CL AGOOGL | 31 funds | $4.3B |
| ALPHABET INC-CL CGOOG | 31 funds | $3.1B |
| JPMORGAN CHASE & COJPM | 31 funds | $2.7B |
| VANGUARD TOTAL BOND MARKETBND | 31 funds | $2.6B |
| VANGUARD GROWTH ETFVUG | 31 funds | $2.6B |
| VANGUARD FTSE DEVELOPED ETFVEA | 31 funds | $2.5B |
Ranked by how many of BSVO'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BSVO. 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.