| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Juniper Investment Company, LLC | $63.4M | 6.9M | —Held | Q1 2026 | |
| 2 | Nantahala Capital Management, LLC | $55.9M | 6.1M | ▲+1.2% Added · +75K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $28.6M | 3.1M | ▲+0.3% Added · +9K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $15.7M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $10.7M | 1.2M | ▲+4.3% Added · +48K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $9.0M | 988K | ▲+11% Added · +97K sh | Q1 2026 | |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | $8.9M | 973K | ▲New +973K sh | Q1 2026 | |
| 8 | DIMENSIONAL FUND ADVISORS LP | $8.0M | 873K | ▲+14% Added · +108K sh | Q1 2026 | |
| 9 | Hillsdale Investment Management Inc. | $6.1M | 671K | ▲+149% Added · +401K sh | Q1 2026 | |
| 10 | OBERWEIS ASSET MANAGEMENT INC/ | $5.7M | 628K | ▲+1.9% Added · +12K sh | Q1 2026 | |
| 11 | AMERICAN CENTURY COMPANIES INC | $5.7M | 620K | ▼−27% Reduced · −228K sh | Q1 2026 | |
| 12 | RENAISSANCE TECHNOLOGIES LLC | $4.5M | 489K | ▼−20% Reduced · −126K sh | Q1 2026 | |
| 13 | KENNEDY CAPITAL MANAGEMENT LLC | $4.3M | 475K | ▲+2.7% Added · +12K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $4.3M | 473K | ▲+28% Added · +104K sh | Q1 2026 | |
| 15 | FMR LLC | $3.6M | 396K | ▲+8.1% Added · +30K sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.4M | 374K | ▼−0.3% Reduced · −1K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $3.3M | 363K | ▲+3.4% Added · +12K sh | Q1 2026 | |
| 18 | TOCQUEVILLE ASSET MANAGEMENT L.P. | $3.1M | 345K | ▲+4.5% Added · +15K sh | Q1 2026 | |
| 19 | AQR CAPITAL MANAGEMENT LLC | $3.1M | 340K | ▼−24% Reduced · −107K sh | Q1 2026 | |
| 20 | VANGUARD FIDUCIARY TRUST CO | $2.9M | 321K | ▲New +321K sh | Q1 2026 | |
| 21 | Engine Capital Management, LP | $2.9M | 315K | ▲New +315K sh | Q1 2026 | |
| 22 | D. E. Shaw & Co., Inc. | $2.8M | 311K | ▼−13% Reduced · −48K sh | Q1 2026 | |
| 23 | LAZARD ASSET MANAGEMENT LLC | $2.8M | 306K | ▲+13% Added · +35K sh | Q1 2026 | |
| 24 | SEI INVESTMENTS CO | $2.6M | 290K | ▲+161% Added · +179K sh | Q1 2026 | |
| 25 | Knights of Columbus Asset Advisors LLC | $2.6M | 289K | ▼−0.5% Reduced · −2K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 36 funds | $16.5B |
| MICROSOFT CORPMSFT | 36 funds | $12.4B |
| JPMORGAN CHASE & COJPM | 36 funds | $3.8B |
| NVIDIA CORPNVDA | 35 funds | $20.1B |
| ALPHABET INC-CL AGOOGL | 35 funds | $7.9B |
| BROADCOM INCAVGO | 35 funds | $7.2B |
| META PLATFORMS INC-CLASS AMETA | 35 funds | $5.7B |
| ELI LILLY & COLLY | 35 funds | $3.4B |
| MICRON TECHNOLOGY INCMU | 35 funds | $3.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 35 funds | $2.9B |
| COSTCO WHOLESALE CORPCOST | 35 funds | $2.4B |
| WALMART INCWMT | 35 funds | $2.1B |
Ranked by how many of BVS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 11, 2026 | McMurry-Heath Michelle | Director | Sell (S) | 12K | $105K |
| Dec 4, 2025 | NOHRA GUY P | Director | Sell (S) | 10K | $76K |
| Nov 7, 2025 | McMurry-Heath Michelle | Director | Sell (S) | 18K | $131K |
| Apr 11, 2025 | CHURCH KATRINA J | SVP & Chief Compliance Officer | Sell (S) | 1K | $10K |
| Apr 11, 2025 | D'Adamio Anthony | SVP & General Counsel | Sell (S) | 3K | $22K |
| Apr 11, 2025 | Singleton Mark Leonard | SVP & CFO | Sell (S) | 4K | $29K |
| Mar 24, 2025 | Singleton Mark Leonard | SVP & CFO | Sell (S) | 5K | $54K |
| Mar 17, 2025 | D'Adamio Anthony | SVP & General Counsel | Sell (S) | 3K | $25K |
| Mar 17, 2025 | CHURCH KATRINA J | SVP & Chief Compliance Officer | Sell (S) | 1K | $10K |
| Feb 18, 2025 | CHURCH KATRINA J | SVP & Chief Compliance Officer | Sell (S) | 2K | $16K |
| Feb 18, 2025 | D'Adamio Anthony | SVP & General Counsel | Sell (S) | 4K | $45K |
| Feb 18, 2025 | Singleton Mark Leonard | SVP & CFO | Sell (S) | 6K | $66K |
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/BVS/capital-change-brief"
Use Arkolith's capital_change_brief for BVS. 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 BVS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.