205 tracked 13F filers disclose a position in BUG as of the latest SEC 13F filings, a combined $402.9M 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 | Moss Adams Wealth Advisors LLC | $65.8M | 1.7M | ▲+19% Added · +278K sh | Q2 2026 | |
| 2 | LPL Financial LLC | $32.3M | 1.3M | ▲+29% Added · +291K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $27.7M | 1.1M | ▼−18% Reduced · −235K sh | Q1 2026 | |
| 4 | Caption Management, LLC | $21.5M | 854K | ▲New +854K sh | Q1 2026 | |
| 5 | DIVERSIFY WEALTH MANAGEMENT, LLC | $19.7M | 519K | ▲New +519K sh | Q2 2026 | |
| 6 | Diversify Advisory Services, LLC | $19.7M | 519K | ▲New +519K sh | Q2 2026 | |
| 7 | Hamilton Capital, LLC | $12.7M | 333K | ▲+8.0% Added · +25K sh | Q2 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $7.6M | 301K | ▲+17% Added · +44K sh | Q1 2026 | |
| 9 | Capital Asset Advisory Services LLC | $7.5M | 281K | ▲New +281K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $6.8M | 272K | ▼−29% Reduced · −110K sh | Q1 2026 | |
| 11 | AXXCESS WEALTH MANAGEMENT, LLC | $10.2M | 266K | ▲New +266K sh | Q2 2026 | |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.0M | 240K | ▲+262% Added · +173K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $5.8M | 230K | ▼−13% Reduced · −35K sh | Q1 2026 | |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.5M | 218K | ▲+29% Added · +49K sh | Q1 2026 | |
| 15 | Biltmore Family Office, LLC | $8.0M | 211K | ▼−13% Reduced · −31K sh | Q2 2026 | |
| 16 | UBS Group AG | $5.2M | 206K | ▲+398% Added · +164K sh | Q1 2026 | |
| 17 | Mirae Asset Global Investments Co., Ltd. | $4.7M | 188K | ▼−29% Reduced · −75K sh | Q1 2026 | |
| 18 | ROYAL BANK OF CANADA | $4.6M | 183K | ▼−1.9% Reduced · −4K sh | Q1 2026 | |
| 19 | SIMPLEX TRADING, LLC | $4.3M | 170K | ▲214× Added · +169K sh | Q1 2026 | |
| 20 | TUDOR INVESTMENT CORP ET AL | $4.1M | 163K | ▲New +163K sh | Q1 2026 | |
| 21 | Cannell & Spears LLC | $6.0M | 157K | ▲New +157K sh | Q2 2026 | |
| 22 | FIRST INTERSTATE BANK | $5.7M | 150K | ▼−1.7% Reduced · −3K sh | Q2 2026 | |
| 23 | SCOTIA CAPITAL INC. | $5.7M | 150K | ▲+2.0% Added · +3K sh | Q2 2026 | |
| 24 | Kestra Advisory Services, LLC | $5.6M | 147K | ▼−18% Reduced · −33K sh | Q2 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $3.4M | 136K | ▲+17% Added · +19K 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, 12 funds opened a new position in BUG and 18 added to an existing one, while 12 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 | 106 funds | $8.6B |
| AMAZON.COM INCAMZN | 105 funds | $9.1B |
| APPLE INCAAPL | 104 funds | $14.1B |
| ALPHABET INC-CL AGOOGL | 104 funds | $7.0B |
| NVIDIA CORPNVDA | 103 funds | $16.2B |
| ALPHABET INC-CL CGOOG | 103 funds | $4.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 102 funds | $5.4B |
| META PLATFORMS INC-CLASS AMETA | 101 funds | $4.7B |
| JPMORGAN CHASE & COJPM | 101 funds | $4.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 101 funds | $3.0B |
| BROADCOM INCAVGO | 100 funds | $6.4B |
| JOHNSON & JOHNSONJNJ | 100 funds | $2.1B |
Ranked by how many of BUG's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for BUG
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/BUG/capital-change-brief"
Use Arkolith's capital_change_brief for BUG. 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 BUG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.