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/BVAL/capital-change-brief"
Use Arkolith's capital_change_brief for BVAL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RFG Advisory, LLC | $274.1M | 8.8M | ▲+15% Added · +1.2M sh | Q2 2026 | |
| 2 | CITADEL ADVISORS LLC | $248K | 9K | ▲New +9K sh | Q1 2026 | |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $225K | 8K | ▲New +8K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $82K | 3K | ▲New +3K sh | Q1 2026 | |
| 5 | AE Wealth Management LLC | $46K | 2K | —Held | 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 |
|---|---|---|
| APPLE INCAAPL | 7 funds | $17.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 7 funds | $13.5B |
| ALPHABET INC-CL AGOOGL | 7 funds | $10.0B |
| BROADCOM INCAVGO | 7 funds | $10.0B |
| INVESCO QQQ TRUST SERIES 1QQQ | 7 funds | $8.9B |
| VANGUARD FTSE DEVELOPED ETFVEA | 7 funds | $4.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 7 funds | $3.5B |
| SS TECHNOLOGY SELECT SECTORXLK | 7 funds | $3.2B |
| SS FINANCIAL SELECT SECTORXLF | 7 funds | $2.6B |
| SPDR GOLD SHARESGLD | 7 funds | $2.0B |
| SS ENERGY SELECT SECTORXLE | 7 funds | $1.5B |
| AFLAC INCAFL | 7 funds | $1.3B |
Ranked by how many of BVAL'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 BVAL. 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.