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Institutional Ownership · SEC Form 13F

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.

82
Institutional holders
34,553,859
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
RAYMOND JAMES FINANCIAL INC added6,877,901$204M19.7%2026-Q1
Bank of New York Mellon Corp trimmed4,405,555$131M12.6%2026-Q1
Principle Wealth Partners LLC added3,969,257$118M11.4%2026-Q1
BANK OF AMERICA CORP /DE/ added3,433,067$102M9.8%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed2,221,860$66M6.4%2026-Q1
STIFEL FINANCIAL CORP added1,576,754$47M4.5%2026-Q1
MJP ASSOCIATES INC /ADV added1,120,695$33M3.2%2026-Q1
Advisor OS, LLC added1,119,430$33M3.2%2026-Q1
LPL Financial LLC added999,503$30M2.9%2026-Q1
Mariner, LLC new960,263$28M2.8%2026-Q1
HighTower Advisors, LLC added857,244$25M2.5%2026-Q1
Steward Partners Investment Advisory, LLC added736,618$22M2.1%2026-Q1
Integrated Wealth Concepts LLC added587,570$17M1.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added351,677$10M1.0%2026-Q1
Bleakley Financial Group, LLC added350,119$10M1.0%2026-Q1
CRUX WEALTH ADVISORS added342,566$10M1.0%2026-Q1
StoneCrest Wealth Management, Inc. added299,201$9M0.9%2026-Q1
OSAIC HOLDINGS, INC. added291,158$9M0.8%2026-Q1
Ruggaard & Associates LLC trimmed264,296$8M0.8%2026-Q1
Merit Financial Group, LLC added244,141$7M0.7%2026-Q1
Intentional Wealth Strategies, LLC new229,887$7M0.7%2026-Q1
Thrivent Financial for Lutherans new217,341$6M0.6%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added212,528$6M0.6%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV added204,852$6M0.6%2026-Q1
MGO ONE SEVEN LLC new199,448$6M0.6%2026-Q1
Trivium Point Advisory, LLC trimmed188,847$6M0.5%2026-Q1
JSF Financial, LLC added186,738$6M0.5%2026-Q1
TRUIST FINANCIAL CORP new183,048$5M0.5%2026-Q1
Cambridge Investment Research Advisors, Inc. added138,091$4M0.4%2026-Q1
Financial Partners Group, Inc added127,749$4M0.4%2026-Q1
Maia Wealth LLC added127,319$4M0.4%2026-Q1
&PARTNERS added93,395$3M0.3%2026-Q1
Noble Wealth Management PBC added92,120$3M0.3%2026-Q1
Sanctuary Advisors, LLC added91,369$3M0.3%2026-Q1
Next Level Private LLC added82,305$2M0.2%2026-Q1
IFP Advisors, Inc added82,241$2M0.2%2026-Q1
American Alpha Advisors, LLC added81,046$2M0.2%2026-Q1
Kestra Advisory Services, LLC added81,019$2M0.2%2026-Q1
Sugar Maple Asset Management, LLC added76,942$2M0.2%2026-Q1
PARK AVENUE SECURITIES LLC added69,082$2M0.2%2026-Q1
GGM Financial LLC added65,288$2M0.2%2026-Q1
SMITH, MOORE & CO. added64,038$2M0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP new49,173$1M0.1%2026-Q1
OPPENHEIMER & CO INC added44,255$1M0.1%2026-Q1
GTS SECURITIES LLC added44,032$1M0.1%2026-Q1
INSIGNEO ADVISORY SERVICES, LLC added43,897$1M0.1%2026-Q1
JPMORGAN CHASE & CO added38,619$1M0.1%2026-Q1
LEVEL FOUR ADVISORY SERVICES, LLC added35,162$1M0.1%2026-Q1
Legacy Capital Wealth Partners, LLC added31,120$923K0.1%2026-Q1
KFA Private Wealth Group, LLC added28,636$849K0.1%2026-Q1
5T Wealth, LLC added28,020$831K0.1%2026-Q1
Baron Wealth Management LLC added27,594$818K0.1%2026-Q1
MML INVESTORS SERVICES, LLC added26,267$779K0.1%2026-Q1
Cerity Partners LLC new25,950$770K0.1%2026-Q1
Investment Insight Wealth Management, LLC added21,880$649K0.1%2026-Q1
Trademark Financial Management, LLC added16,939$502K0.0%2026-Q1
Blueprint Investment Partners LLC added16,777$498K0.0%2026-Q1
Blueprint Financial Advisors LLC added16,777$498K0.0%2026-Q1
BXM Wealth LLC added15,835$470K0.0%2026-Q1
FIDUCIENT ADVISORS LLC new15,140$449K0.0%2026-Q1
Krilogy Financial LLC13,615$422K0.0%2026-Q1
Meramec Financial Planners, LLC11,680$365K0.0%2026-Q1
NCM Capital Management, LLC new12,200$362K0.0%2026-Q1
LAUREL OAK WEALTH MANAGEMENT, LLC new10,869$322K0.0%2026-Q1
INTEGRITY ALLIANCE, LLC. trimmed9,466$281K0.0%2026-Q1
Essex Bank trimmed8,929$265K0.0%2026-Q1
FIFTH THIRD BANCORP new8,647$256K0.0%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC new8,606$255K0.0%2026-Q1
AQR CAPITAL MANAGEMENT LLC new6,750$200K0.0%2026-Q1
Advisory Services Network, LLC added4,550$135K0.0%2026-Q1
Clarity Asset Management, Inc. new4,332$128K0.0%2026-Q1
WHITTIER TRUST CO OF NEVADA INC added1,982$59K0.0%2026-Q1
Western Wealth Management, LLC new1,750$52K0.0%2026-Q1
Atlantic Union Bankshares Corp trimmed1,250$37K0.0%2026-Q1
Clearstead Advisors, LLC995$30K0.0%2026-Q1
NewEdge Advisors, LLC new16,775$17K0.0%2026-Q1
JONES FINANCIAL COMPANIES LLLP new421$12K0.0%2026-Q1
GHP Investment Advisors, Inc. new400$12K0.0%2026-Q1
Prosperity Bancshares Inc391$12K0.0%2026-Q1
HARBOUR INVESTMENTS, INC.349$10K0.0%2026-Q1
WELLS FARGO & COMPANY/MN new176$5K0.0%2026-Q1
UBS Group AG new85$3K0.0%2026-Q1
FAS Wealth Partners, Inc. added101,622$3M0.3%2025-Q4 stale
Key Client Fiduciary Advisors, LLC added73,945$2M0.2%2025-Q3 stale
AVANTAX ADVISORY SERVICES, INC. new58,325$2M0.2%2025-Q2 stale
JANE STREET GROUP, LLC trimmed45,275$1M0.1%2025-Q3 stale
CITADEL ADVISORS LLC new30,551$887K0.1%2025-Q4 stale
COMERICA BANK trimmed8,647$251K0.0%2025-Q4 stale
Envestnet Portfolio Solutions, Inc. new9,208$233K0.0%2025-Q1 stale
Atria Wealth Solutions, Inc. new9,208$233K0.0%2025-Q1 stale
Royal Bank of Canada new5,737$153K0.0%2025-Q2 stale
MORGAN STANLEY trimmed64$2K0.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership