This stock 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/BTSG/capital-change-brief"
Use Arkolith's capital_change_brief for BTSG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $893.9M | 21.0M | ▼−7.5% Reduced · −1.7M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $835.2M | 19.6M | ▲+15% Added · +2.6M sh | Q1 2026 | |
| 3 | PRICE T ROWE ASSOCIATES INC /MD/ | $454.8M | 10.7M | ▲+0.1% Added · +11K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $342.3M | 8.0M | ▲New +8.0M sh | Q1 2026 | |
| 5 | T. Rowe Price Investment Management, Inc. | Withheld | 7.6M | ▲+25% Added · +1.5M sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $268.3M | 6.3M | ▲New +6.3M sh | Q1 2026 | |
| 7 | STATE STREET CORP | $210.2M | 4.9M | ▲+22% Added · +901K sh | Q1 2026 | |
| 8 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $181.5M | 4.3M | ▼−1.6% Reduced · −71K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $151.9M | 3.6M | ▲+30% Added · +819K sh | Q1 2026 | |
| 10 | ALLIANCEBERNSTEIN L.P. | $133.0M | 3.6M | ▼−19% Reduced · −860K sh | Q1 2026 | |
| 11 | FULLER & THALER ASSET MANAGEMENT, INC. | $138.5M | 3.3M | ▲+6.1% Added · +187K sh | Q1 2026 | |
| 12 | CITADEL ADVISORS LLC | $131.6M | 3.1M | ▲21× Added · +2.9M sh | Q1 2026 | |
| 13 | DIMENSIONAL FUND ADVISORS LP | $123.2M | 2.9M | ▼−7.0% Reduced · −219K sh | Q1 2026 | |
| 14 | MARSHALL WACE, LLP | $113.1M | 2.7M | ▲+57% Added · +967K sh | Q1 2026 | |
| 15 | BROWN ADVISORY INC | $92.3M | 2.2M | ▲+11% Added · +217K sh | Q1 2026 | |
| 16 | VOYA INVESTMENT MANAGEMENT LLC | $86.8M | 2.0M | ▲+51% Added · +685K sh | Q1 2026 | |
| 17 | FARALLON CAPITAL MANAGEMENT LLC | $68.9M | 1.6M | ▲74× Added · +1.6M sh | Q1 2026 | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $67.6M | 1.6M | ▲+19% Added · +253K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $66.6M | 1.6M | ▲+23% Added · +290K sh | Q1 2026 | |
| 20 | BANK OF AMERICA CORP /DE/ | $65.4M | 1.5M | ▲+49% Added · +503K sh | Q1 2026 | |
| 21 | Nuveen, LLC | $65.0M | 1.5M | ▼−7.1% Reduced · −117K sh | Q1 2026 | |
| 22 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $63.9M | 1.5M | ▼−39% Reduced · −979K sh | Q1 2026 | |
| 23 | ALTA FOX CAPITAL MANAGEMENT, LLC | $60.7M | 1.4M | ▲+15% Added · +186K sh | Q1 2026 | |
| 24 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $58.4M | 1.4M | ▲+110% Added · +717K sh | Q1 2026 | |
| 25 | AMERIPRISE FINANCIAL INC | $58.0M | 1.4M | ▲+320% Added · +1.0M 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 20, 2026 | Greenwell Scott A. | President, PharMerica | Tax withholding (F) | 2K | $165K |
| Jun 11, 2026 | Shah Nigam H. | Director | Grant (A) | 4K | $0 |
| Jun 5, 2026 | ROUSSEAU JON B | See Remarks, Director | Option exercise (M) | 130K | $828K |
| Jun 5, 2026 | ROUSSEAU JON B | See Remarks, Director | Sell (S) | 130K | $7.6M |
| Jun 5, 2026 | ROUSSEAU JON B | See Remarks, Director | Option exercise (M) | 130K | $828K |
| Jun 5, 2026 | ROUSSEAU JON B | See Remarks, Director | Sell (S) | 130K | $7.6M |
| Jun 5, 2026 | ROUSSEAU JON B | See Remarks, Director | Option exercise (M) | 130K | $0 |
| Jun 5, 2026 | ROUSSEAU JON B | See Remarks, Director | Option exercise (M) | 130K | $0 |
| Jun 5, 2026 | Nalley Lisa A | See Remarks | Option exercise (M) | 35K | $223K |
| Jun 5, 2026 | Nalley Lisa A | See Remarks | Sell (S) | 35K | $2.1M |
| Jun 5, 2026 | Nalley Lisa A | See Remarks | Option exercise (M) | 35K | $0 |
| Jun 5, 2026 | Phipps Jennifer A | Chief Financial Officer | Option exercise (M) | 35K | $223K |
| Class | 13F holders | Value held |
|---|---|---|
| BTSGthis pagecs | 240 funds | $6.1B |
| BTSG 6.75 02/01/27UNIT 02/01/2027 | 25 funds | $437.6M |
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 |
|---|---|---|
| MICROSOFT CORPMSFT | 93 funds | $40.1B |
| ELI LILLY & COLLY | 93 funds | $10.9B |
| NVIDIA CORPNVDA | 92 funds | $60.1B |
| META PLATFORMS INC-CLASS AMETA | 92 funds | $17.8B |
| BOSTON SCIENTIFIC CORPBSX | 92 funds | $2.9B |
| ALPHABET INC-CL AGOOGL | 91 funds | $26.3B |
| MASTERCARD INC - AMA | 91 funds | $7.3B |
| APPLE INCAAPL | 90 funds | $44.3B |
| AMAZON.COM INCAMZN | 90 funds | $32.7B |
| NETFLIX INCNFLX | 90 funds | $5.5B |
| BROADCOM INCAVGO | 89 funds | $21.8B |
| ALPHABET INC-CL CGOOG | 89 funds | $16.5B |
Ranked by how many of BTSG's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BTSG. 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.