Among active 13F managers last quarter, 4 opened and 7 added, while 7 reduced; the largest holder to move was AllianceBernstein L.P. (−8.0%). Over the last 180 days, 1 insider sold and none bought, a net -$943K in open-market trades.
The legs disagree, or only one of them leans.
67 tracked 13F filers disclose a position in BVFL as of the latest SEC 13F filings, a combined $64.3M 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 | AllianceBernstein L.P. | 835K | $15.1M | ▼−8.0% Reduced · −73K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | 594K | $12.6M | ▲+4.6% Added · +26K sh | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 306K | $6.5M | ▼−18% Reduced · −66K sh | Q2 2026 | |
| 4 | Geode Capital Management, LLC | 174K | $3.7M | ▲+5.3% Added · +9K sh | Q2 2026 | |
| 5 | Gendell Jeffrey L | 141K | $3.0M | —Held | Q2 2026 | |
| 6 | Dimensional Fund Advisors LP | 121K | $2.3M | ▲+4.7% Added · +5K sh | Q1 2026 | |
| 7 | Arrowstreet Capital, Limited Partnership | 115K | $2.2M | —Held | Q1 2026 | |
| 8 | Raymond James Financial Inc | 110K | $2.1M | ▲+9.5% Added · +10K sh | Q1 2026 | |
| 9 | State Street Corp | 101K | $2.1M | ▼−4.9% Reduced · −5K sh | Q2 2026 | |
| 10 | Stilwell Value LLC | 80K | $1.7M | ▼−11% Reduced · −10K sh | Q2 2026 | |
| 11 | Goldman Sachs Group Inc | 63K | $1.2M | ▲+45% Added · +20K sh | Q1 2026 | |
| 12 | Beartown Capital Management, LLC | 61K | $1.3M | —Held | Q2 2026 | |
| 13 | Northern Trust Corp | 50K | $966K | ▼−8.4% Reduced · −5K sh | Q1 2026 | |
| 14 | Vanguard Fiduciary Trust Co | 46K | $973K | ▲+1.0% Added · +453 sh | Q2 2026 | |
| 15 | Vanguard Portfolio Management LLC | 45K | $964K | ▲+14% Added · +6K sh | Q2 2026 | |
| 16 | HSBC Holdings PLC | 38K | $733K | ▲+68% Added · +15K sh | Q1 2026 | |
| 17 | Panagora Asset Management Inc | 28K | $601K | ▲+0.3% Added · +90 sh | Q2 2026 | |
| 18 | Bridgeway Capital Management, LLC | 25K | $533K | ▲+6.7% Added · +2K sh | Q2 2026 | |
| 19 | Bank Of America Corp | 24K | $455K | ▲+10% Added · +2K sh | Q1 2026 | |
| 20 | Barclays PLC | 23K | $442K | ▼−21% Reduced · −6K sh | Q1 2026 | |
| 21 | Morgan Stanley | 22K | $417K | ▼−7.0% Reduced · −2K sh | Q1 2026 | |
| 22 | Courier Capital LLC | 21K | $443K | —Held | Q2 2026 | |
| 23 | Empowered Funds, LLC | 21K | $394K | ▲New +21K sh | Q1 2026 | |
| 24 | Charles Schwab Investment Management Inc | 20K | $386K | ▼−19% Reduced · −5K sh | Q1 2026 | |
| 25 | Citadel Advisors LLC | 19K | $396K | ▲New +19K sh | Q2 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, 4 funds opened a new position in BVFL and 7 added to an existing one, while 7 reduced. 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 |
|---|---|---|
| Microsoft CorpMSFT | 24 funds | $56.7B |
| Apple IncAAPL | 24 funds | $56.3B |
| Visa Inc-Class A SharesV | 24 funds | $12.1B |
| Netflix IncNFLX | 24 funds | $8.1B |
| Unitedhealth Group IncUNH | 24 funds | $6.4B |
| Walt Disney CoDIS | 24 funds | $4.8B |
| Oracle CorpORCL | 24 funds | $4.3B |
| Nvidia CorpNVDA | 23 funds | $73.5B |
| Amazon.com IncAMZN | 23 funds | $42.0B |
| Broadcom IncAVGO | 23 funds | $31.9B |
| Alphabet Inc-CL CGOOG | 23 funds | $30.3B |
| Alphabet Inc-CL AGOOGL | 23 funds | $27.6B |
Ranked by how many of BVFL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BVFL.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 12, 2026 | Galli Joseph S | Director | Sell (S) 7 lots, same day | 3K | $61K |
| Jun 11, 2026 | Galli Joseph S | Director | Sell (S) | 8K | $161K |
| Jun 10, 2026 | Galli Joseph S | Director | Sell (S) 12 lots, same day | 5K | $99K |
| Jun 9, 2026 | Galli Joseph S | Director | Sell (S) 12 lots, same day | 5K | $101K |
| Jun 8, 2026 | Galli Joseph S | Director | Sell (S) 4 lots, same day | 185 | $4K |
| Jun 5, 2026 | Galli Joseph S | Director | Sell (S) 12 lots, same day | 3K | $61K |
| Jun 2, 2026 | Galli Joseph S | Director | Sell (S) | 114 | $2K |
| May 28, 2026 | Galli Joseph S | Director | Sell (S) | 3K | $68K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 24 | 23 | – |
Insiders Form 4 open-market | 0 | 1 | -$943K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for BVFL
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/BVFL/capital-change-brief"
Use Arkolith's capital_change_brief for BVFL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BVFL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.