Among active 13F managers last quarter, 1 added and none reduced or exited; the largest holder to move was RFG Advisory, LLC (+15%).
5 tracked 13F filers disclose a position in BVAL as of the latest SEC 13F filings, a combined $275.0M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RFG Advisory, LLC | 8.8M | $274.1M | ▲+15% Added · +1.2M sh | Q2 2026 | |
| 2 | Ritholtz Wealth Management | 17K | $539K | ▲New +17K sh | Q2 2026 | |
| 3 | Susquehanna International Group, LLP | 8K | $225K | ▲New +8K sh | Q1 2026 | |
| 4 | Wells Fargo & Company | 3K | $82K | ▲New +3K sh | Q1 2026 | |
| 5 | AE Wealth Management LLC | 2K | $46K | —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.
Last quarter, 1 fund added to an existing position in BVAL, while none reduced or exited. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 2 funds | $3.3B |
| Ishares Core S&P 500 ETFIVV | 2 funds | $2.7B |
| Amazon.com IncAMZN | 2 funds | $1.7B |
| Micron Technology IncMU | 2 funds | $1.6B |
| SS SPDR Dow Jones Indus AvgDIA | 2 funds | $1.6B |
| Apple IncAAPL | 2 funds | $1.4B |
| Taiwan Semiconductor-SP ADRTSM | 2 funds | $1.4B |
| Meta Platforms Inc-Class AMETA | 2 funds | $1.1B |
| Broadcom IncAVGO | 2 funds | $1.0B |
| Microsoft CorpMSFT | 2 funds | $1.0B |
| Alphabet Inc-CL AGOOGL | 2 funds | $847.1M |
| Warner Bros Discovery IncWBD | 2 funds | $807.1M |
Ranked by how many of BVAL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BVAL.
| Class | 13F holders | Value held |
|---|---|---|
| ROBOmc | 295 funds | $548.6M |
| NUKZmc | 163 funds | $169.0M |
| THNQROBO GLB ARTIF | 89 funds | $141.3M |
| EMQQmc | 76 funds | $118.9M |
| HTECROBO GBL HLTCR | 28 funds | $25.8M |
| INQQINQQ THE INDIA I | 24 funds | $14.6M |
| COALRANGE GLOBAL COA | 20 funds | $9.8M |
| SIXAFUND | 18 funds | $435.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for BVAL
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.
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.