Who owns BIV
Which tracked institutional funds hold BIV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BIV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
237 tracked funds added or opened BIV while 144 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BIV’s largest tracked holder by dollar value, WELLS FARGO & COMPANY/MN, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 1.1% of theirs — a 0.7pp gap the other way — the median holder sizes BIV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BIV divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 985 tracked filers holding BIV, 560 increased or opened the position and 416 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BIV between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 29
- DAYMARK WEALTH PARTNERS, LLC$44M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$12M
- Allied Investment Advisors, LLC$12M
- ALONGSIDE, LLC$10M
- J.W. COLE ADVISORS, INC.$9M
- Kroeger Financial Partners$8M
Full exits 49
- Efficient Advisors, LLC$109M
- PEAPACK GLADSTONE FINANCIAL CORP$97M
- Cambridge Investment Research Advisors, Inc.$81M
- Janney Montgomery Scott LLC$48M
- BANK HAPOALIM BM$40M
- HighTower Advisors, LLC$36M
Largest adds
- EP Wealth Advisors, LLC$144M
- ASSETMARK, INC$102M
- GOLDMAN SACHS GROUP INC$63M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$52M
- CITIZENS FINANCIAL GROUP INC/RI$43M
- Baird Financial Group, Inc.$42M
Largest trims
- True Link Financial Advisors, LLC$408M
- MATHER GROUP, LLC.$161M
- WELLS FARGO & COMPANY/MN$112M
- Private Advisor Group, LLC$51M
- 49 WEALTH MANAGEMENT, LLC$43M
- AMERIPRISE FINANCIAL INC$25M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN trimmed | 26,474,330 | $2.0B | 13.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 24,235,046 | $1.9B | 12.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 12,822,370 | $983M | 6.5% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 12,178,869 | $934M | 6.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 11,248,421 | $863M | 5.7% | 2026-Q2 |
| MORGAN STANLEY added | 8,675,092 | $665M | 4.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 7,224,992 | $554M | 3.6% | 2026-Q2 |
| Baird Financial Group, Inc. added | 6,176,904 | $474M | 3.1% | 2026-Q2 |
| LPL Financial LLC added | 5,360,448 | $411M | 2.7% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 3,995,262 | $306M | 2.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 3,911,085 | $300M | 2.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 3,393,708 | $261M | 1.7% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC added | 2,435,399 | $187M | 1.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,400,546 | $184M | 1.2% | 2026-Q2 |
| LINCOLN NATIONAL CORP added | 2,251,874 | $173M | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,073,835 | $159M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 2,057,704 | $158M | 1.0% | 2026-Q2 |
| Mariner, LLC added | 2,020,987 | $155M | 1.0% | 2026-Q2 |
| Zhang Financial LLC added | 1,914,897 | $147M | 1.0% | 2026-Q2 |
| UBS Group AG added | 1,839,154 | $141M | 0.9% | 2026-Q2 |
| Retirement Investment Advisors, Inc. added | 1,825,373 | $138M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers added | 1,793,272 | $138M | 0.9% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 1,630,105 | $125M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,526,858 | $117M | 0.8% | 2026-Q2 |
| FMR LLC added | 1,515,708 | $116M | 0.8% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 1,471,769 | $113M | 0.7% | 2026-Q2 |
| Creative Planning added | 1,371,285 | $105M | 0.7% | 2026-Q2 |
| ASSETMARK, INC added | 1,346,530 | $103M | 0.7% | 2026-Q2 |
| Cerity Partners LLC added | 1,276,358 | $98M | 0.6% | 2026-Q2 |
| BCM ADVISORS, LLC added | 1,267,115 | $96M | 0.6% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 1,263,804 | $97M | 0.6% | 2026-Q2 |
| American Trust trimmed | 1,214,066 | $93M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,207,949 | $93M | 0.6% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 1,148,006 | $88M | 0.6% | 2026-Q2 |
| CITIZENS FINANCIAL GROUP INC/RI added | 1,050,510 | $81M | 0.5% | 2026-Q2 |
| Family Investment Center, Inc. added | 1,038,714 | $80M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 1,014,569 | $77M | 0.5% | 2026-Q2 |
| VANGUARD ADVISERS INC added | 974,442 | $75M | 0.5% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 919,537 | $71M | 0.5% | 2026-Q2 |
| WIT, LLC | 861,173 | $66M | 0.4% | 2026-Q2 |
| Discipline Wealth Solutions, LLC added | 818,448 | $63M | 0.4% | 2026-Q2 |
| World Investment Advisors added | 793,535 | $61M | 0.4% | 2026-Q2 |
| Cranbrook Wealth Management, LLC added | 730,608 | $56M | 0.4% | 2026-Q2 |
| US BANCORP \DE\ added | 729,038 | $56M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 714,797 | $55M | 0.4% | 2026-Q2 |
| Sage Financial Management Group, Inc. added | 711,661 | $55M | 0.4% | 2026-Q2 |
| Verus Financial Partners, Inc. added | 706,952 | $54M | 0.4% | 2026-Q2 |
| Cannon Financial Strategists, Inc. added | 696,561 | $53M | 0.4% | 2026-Q2 |
| STEPHENS INC /AR/ added | 683,912 | $52M | 0.3% | 2026-Q2 |
| Scott Capital Advisors, LLC added | 677,229 | $52M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 666,617 | $51M | 0.3% | 2026-Q2 |
| Reliant Wealth Planning added | 631,866 | $48M | 0.3% | 2026-Q2 |
| Francis Financial, Inc. added | 626,906 | $48M | 0.3% | 2026-Q2 |
| Cornerstone Planning Group LLC added | 609,041 | $46M | 0.3% | 2026-Q2 |
| MFA WEALTH ADVISORS, LLC trimmed | 600,446 | $46M | 0.3% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC new | 575,881 | $44M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 558,188 | $43M | 0.3% | 2026-Q2 |
| &PARTNERS added | 554,565 | $43M | 0.3% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 543,846 | $42M | 0.3% | 2026-Q2 |
| Badgley Phelps Wealth Managers, LLC added | 523,833 | $40M | 0.3% | 2026-Q2 |
| Midwest Trust Co added | 523,378 | $40M | 0.3% | 2026-Q2 |
| Beacon Capital Management, Inc. trimmed | 521,466 | $40M | 0.3% | 2026-Q2 |
| BetterWealth, LLC added | 521,246 | $40M | 0.3% | 2026-Q2 |
| PINKERTON WEALTH, LLC added | 515,159 | $40M | 0.3% | 2026-Q2 |
| True Freedom Investing, LLC trimmed | 496,303 | $38M | 0.3% | 2026-Q2 |
| LVW Advisors, LLC added | 494,779 | $38M | 0.2% | 2026-Q2 |
| Franklin, Parlapiano, Turner & Welch, LLC trimmed | 488,980 | $38M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 488,716 | $37M | 0.2% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 476,206 | $34M | 0.2% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 470,818 | $36M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 465,336 | $36M | 0.2% | 2026-Q2 |
| Gordian Advisors LLC added | 451,880 | $35M | 0.2% | 2026-Q2 |
| Avior Wealth Management, LLC added | 445,048 | $34M | 0.2% | 2026-Q2 |
| BRIGHTON SECURITIES CORP. added | 443,456 | $34M | 0.2% | 2026-Q2 |
| SOUTHERN MICHIGAN BANK & TRUST added | 433,842 | $33M | 0.2% | 2026-Q2 |
| GREENUP STREET WEALTH MANAGEMENT LLC added | 418,756 | $32M | 0.2% | 2026-Q2 |
| Wescott Financial Advisory Group, LLC added | 418,386 | $32M | 0.2% | 2026-Q2 |
| Grey Fox Wealth Advisors, LLC added | 417,009 | $32M | 0.2% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 415,253 | $32M | 0.2% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 410,897 | $32M | 0.2% | 2026-Q2 |
| Modera Wealth Management, LLC trimmed | 409,973 | $31M | 0.2% | 2026-Q2 |
| Roundview Capital LLC added | 408,111 | $31M | 0.2% | 2026-Q2 |
| Ballentine Capital Advisors, Inc added | 403,995 | $31M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 403,393 | $31M | 0.2% | 2026-Q2 |
| Seneschal Advisors, LLC trimmed | 395,818 | $30M | 0.2% | 2026-Q2 |
| FPC INVESTMENT ADVISORY, INC. added | 395,163 | $30M | 0.2% | 2026-Q2 |
| Keyes, Stange & Wooten Wealth Management, LLC added | 394,939 | $30M | 0.2% | 2026-Q2 |
| Compass Planning Associates Inc added | 390,104 | $30M | 0.2% | 2026-Q2 |
| CHRISTINE MESSMER PC added | 389,276 | $30M | 0.2% | 2026-Q2 |
| BROWN WEALTH MANAGEMENT, LLC added | 388,428 | $30M | 0.2% | 2026-Q2 |
| ACORN CREEK CAPITAL LLC added | 388,216 | $30M | 0.2% | 2026-Q2 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC added | 387,752 | $30M | 0.2% | 2026-Q2 |
| Everhart Financial Group, Inc. added | 381,781 | $29M | 0.2% | 2026-Q2 |
| HOGE FINANCIAL SERVICES, LLC added | 365,539 | $28M | 0.2% | 2026-Q2 |
| Schiavi & Co LLC added | 363,886 | $28M | 0.2% | 2026-Q2 |
| Austin Asset Management Co Inc added | 356,896 | $27M | 0.2% | 2026-Q2 |
| Retirement Management Systems Inc. added | 347,018 | $27M | 0.2% | 2026-Q2 |
| Rosenberg Matthew Hamilton trimmed | 337,688 | $26M | 0.2% | 2026-Q2 |
| Windward Private Wealth Management Inc. added | 334,344 | $26M | 0.2% | 2026-Q2 |
| ForthRight Wealth Management, LLC added | 332,229 | $25M | 0.2% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.