Who owns BKDV (BKDV)
Which tracked institutional funds hold BKDV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BKDV company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
The tracked-fund tape on BKDV is one-sided between 2025-Q4 and 2026-Q1: 43 added or opened and 4 trimmed or exited — on balance accumulating.
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
BKDV’s largest tracked holder by dollar value, RAYMOND JAMES FINANCIAL INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BKDV 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 2025-Q4 and 2026-Q1, across 82 tracked filers holding BKDV, 70 increased or opened the position and 11 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 BKDV between the 2025-Q4 and 2026-Q1 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 7
- Mariner, LLC$28M
- Intentional Wealth Strategies, LLC$7M
- Thrivent Financial for Lutherans$6M
- MGO ONE SEVEN LLC$6M
- TRUIST FINANCIAL CORP$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
Full exits 2
- FAS Wealth Partners, Inc.$3M
- CITADEL ADVISORS LLC$887K
Largest adds
- RAYMOND JAMES FINANCIAL INC$118M
- BANK OF AMERICA CORP /DE/$41M
- LPL Financial LLC$29M
- Integrated Wealth Concepts LLC$13M
- HighTower Advisors, LLC$10M
- MJP ASSOCIATES INC /ADV$9M
Largest trims
- Bank of New York Mellon Corp$6M
- Trivium Point Advisory, LLC$4M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC added | 6,877,901 | $204M | 19.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 4,405,555 | $131M | 12.6% | 2026-Q1 |
| Principle Wealth Partners LLC added | 3,969,257 | $118M | 11.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 3,433,067 | $102M | 9.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 2,221,860 | $66M | 6.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,576,754 | $47M | 4.5% | 2026-Q1 |
| MJP ASSOCIATES INC /ADV added | 1,120,695 | $33M | 3.2% | 2026-Q1 |
| Advisor OS, LLC added | 1,119,430 | $33M | 3.2% | 2026-Q1 |
| LPL Financial LLC added | 999,503 | $30M | 2.9% | 2026-Q1 |
| Mariner, LLC new | 960,263 | $28M | 2.8% | 2026-Q1 |
| HighTower Advisors, LLC added | 857,244 | $25M | 2.5% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 736,618 | $22M | 2.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 587,570 | $17M | 1.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 351,677 | $10M | 1.0% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 350,119 | $10M | 1.0% | 2026-Q1 |
| CRUX WEALTH ADVISORS added | 342,566 | $10M | 1.0% | 2026-Q1 |
| StoneCrest Wealth Management, Inc. added | 299,201 | $9M | 0.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 291,158 | $9M | 0.8% | 2026-Q1 |
| Ruggaard & Associates LLC trimmed | 264,296 | $8M | 0.8% | 2026-Q1 |
| Merit Financial Group, LLC added | 244,141 | $7M | 0.7% | 2026-Q1 |
| Intentional Wealth Strategies, LLC new | 229,887 | $7M | 0.7% | 2026-Q1 |
| Thrivent Financial for Lutherans new | 217,341 | $6M | 0.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 212,528 | $6M | 0.6% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 204,852 | $6M | 0.6% | 2026-Q1 |
| MGO ONE SEVEN LLC new | 199,448 | $6M | 0.6% | 2026-Q1 |
| Trivium Point Advisory, LLC trimmed | 188,847 | $6M | 0.5% | 2026-Q1 |
| JSF Financial, LLC added | 186,738 | $6M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP new | 183,048 | $5M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 138,091 | $4M | 0.4% | 2026-Q1 |
| Financial Partners Group, Inc added | 127,749 | $4M | 0.4% | 2026-Q1 |
| Maia Wealth LLC added | 127,319 | $4M | 0.4% | 2026-Q1 |
| &PARTNERS added | 93,395 | $3M | 0.3% | 2026-Q1 |
| Noble Wealth Management PBC added | 92,120 | $3M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 91,369 | $3M | 0.3% | 2026-Q1 |
| Next Level Private LLC added | 82,305 | $2M | 0.2% | 2026-Q1 |
| IFP Advisors, Inc added | 82,241 | $2M | 0.2% | 2026-Q1 |
| American Alpha Advisors, LLC added | 81,046 | $2M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 81,019 | $2M | 0.2% | 2026-Q1 |
| Sugar Maple Asset Management, LLC added | 76,942 | $2M | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 69,082 | $2M | 0.2% | 2026-Q1 |
| GGM Financial LLC added | 65,288 | $2M | 0.2% | 2026-Q1 |
| SMITH, MOORE & CO. added | 64,038 | $2M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 49,173 | $1M | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 44,255 | $1M | 0.1% | 2026-Q1 |
| GTS SECURITIES LLC added | 44,032 | $1M | 0.1% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC added | 43,897 | $1M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 38,619 | $1M | 0.1% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 35,162 | $1M | 0.1% | 2026-Q1 |
| Legacy Capital Wealth Partners, LLC added | 31,120 | $923K | 0.1% | 2026-Q1 |
| KFA Private Wealth Group, LLC added | 28,636 | $849K | 0.1% | 2026-Q1 |
| 5T Wealth, LLC added | 28,020 | $831K | 0.1% | 2026-Q1 |
| Baron Wealth Management LLC added | 27,594 | $818K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 26,267 | $779K | 0.1% | 2026-Q1 |
| Cerity Partners LLC new | 25,950 | $770K | 0.1% | 2026-Q1 |
| Investment Insight Wealth Management, LLC added | 21,880 | $649K | 0.1% | 2026-Q1 |
| Trademark Financial Management, LLC added | 16,939 | $502K | 0.0% | 2026-Q1 |
| Blueprint Investment Partners LLC added | 16,777 | $498K | 0.0% | 2026-Q1 |
| Blueprint Financial Advisors LLC added | 16,777 | $498K | 0.0% | 2026-Q1 |
| BXM Wealth LLC added | 15,835 | $470K | 0.0% | 2026-Q1 |
| FIDUCIENT ADVISORS LLC new | 15,140 | $449K | 0.0% | 2026-Q1 |
| Krilogy Financial LLC | 13,615 | $422K | 0.0% | 2026-Q1 |
| Meramec Financial Planners, LLC | 11,680 | $365K | 0.0% | 2026-Q1 |
| NCM Capital Management, LLC new | 12,200 | $362K | 0.0% | 2026-Q1 |
| LAUREL OAK WEALTH MANAGEMENT, LLC new | 10,869 | $322K | 0.0% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. trimmed | 9,466 | $281K | 0.0% | 2026-Q1 |
| Essex Bank trimmed | 8,929 | $265K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 8,647 | $256K | 0.0% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 8,606 | $255K | 0.0% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC new | 6,750 | $200K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 4,550 | $135K | 0.0% | 2026-Q1 |
| Clarity Asset Management, Inc. new | 4,332 | $128K | 0.0% | 2026-Q1 |
| WHITTIER TRUST CO OF NEVADA INC added | 1,982 | $59K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 1,750 | $52K | 0.0% | 2026-Q1 |
| Atlantic Union Bankshares Corp trimmed | 1,250 | $37K | 0.0% | 2026-Q1 |
| Clearstead Advisors, LLC | 995 | $30K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC new | 16,775 | $17K | 0.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP new | 421 | $12K | 0.0% | 2026-Q1 |
| GHP Investment Advisors, Inc. new | 400 | $12K | 0.0% | 2026-Q1 |
| Prosperity Bancshares Inc | 391 | $12K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 349 | $10K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN new | 176 | $5K | 0.0% | 2026-Q1 |
| UBS Group AG new | 85 | $3K | 0.0% | 2026-Q1 |
| FAS Wealth Partners, Inc. added | 101,622 | $3M | 0.3% | 2025-Q4 stale |
| Key Client Fiduciary Advisors, LLC added | 73,945 | $2M | 0.2% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. new | 58,325 | $2M | 0.2% | 2025-Q2 stale |
| JANE STREET GROUP, LLC trimmed | 45,275 | $1M | 0.1% | 2025-Q3 stale |
| CITADEL ADVISORS LLC new | 30,551 | $887K | 0.1% | 2025-Q4 stale |
| COMERICA BANK trimmed | 8,647 | $251K | 0.0% | 2025-Q4 stale |
| Envestnet Portfolio Solutions, Inc. new | 9,208 | $233K | 0.0% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. new | 9,208 | $233K | 0.0% | 2025-Q1 stale |
| Royal Bank of Canada new | 5,737 | $153K | 0.0% | 2025-Q2 stale |
| MORGAN STANLEY trimmed | 64 | $2K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.