Who owns 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-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
The tracked-fund tape on BKDV is one-sided between 2026-Q1 and 2026-Q2: 51 added or opened and 10 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 0.1% 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 2026-Q1 and 2026-Q2, across 91 tracked filers holding BKDV, 67 increased or opened the position and 28 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 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 6
- Private Advisor Group, LLC$16M
- Equitable Holdings, Inc.$4M
- Concurrent Investment Advisors, LLC$4M
- Copper Harbor Investment Advisors, LLC$2M
- Global Retirement Partners, LLC$1M
- COFG Advisors, LLC$903K
Full exits 5
- HighTower Advisors, LLC$25M
- Integrated Wealth Concepts LLC$17M
- Thrivent Financial for Lutherans$6M
- Cambridge Investment Research Advisors, Inc.$4M
- PARK AVENUE SECURITIES LLC$2M
Largest adds
- RAYMOND JAMES FINANCIAL INC$156M
- LPL Financial LLC$98M
- ENVESTNET ASSET MANAGEMENT INC$38M
- Bleakley Financial Group, LLC$29M
- Mariner, LLC$29M
- BANK OF AMERICA CORP /DE/$28M
Largest trims
- Steward Partners Investment Advisory, LLC$9M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
- Intentional Wealth Strategies, LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$597K
- GTS SECURITIES LLC$428K
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 | 10,745,265 | $360M | 22.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 4,478,242 | $150M | 9.5% | 2026-Q2 |
| Principle Wealth Partners LLC added | 4,065,430 | $136M | 8.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,875,672 | $130M | 8.2% | 2026-Q2 |
| LPL Financial LLC added | 3,804,521 | $127M | 8.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 2,231,535 | $75M | 4.7% | 2026-Q2 |
| Mariner, LLC added | 1,725,205 | $58M | 3.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,625,007 | $54M | 3.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,457,789 | $49M | 3.1% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 1,189,385 | $40M | 2.5% | 2026-Q2 |
| MJP ASSOCIATES INC /ADV trimmed | 1,083,118 | $36M | 2.3% | 2026-Q2 |
| Advisor OS, LLC trimmed | 1,083,118 | $36M | 2.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 692,948 | $23M | 1.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 597,718 | $20M | 1.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 537,078 | $18M | 1.1% | 2026-Q2 |
| Private Advisor Group, LLC new | 471,371 | $16M | 1.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 385,364 | $13M | 0.8% | 2026-Q2 |
| Trivium Point Advisory, LLC added | 359,591 | $12M | 0.8% | 2026-Q2 |
| CRUX WEALTH ADVISORS trimmed | 338,200 | $11M | 0.7% | 2026-Q2 |
| StoneCrest Wealth Management, Inc. trimmed | 293,642 | $10M | 0.6% | 2026-Q2 |
| JSF Financial, LLC added | 264,433 | $9M | 0.6% | 2026-Q2 |
| Ruggaard & Associates LLC trimmed | 264,134 | $9M | 0.6% | 2026-Q2 |
| Merit Financial Group, LLC added | 244,967 | $8M | 0.5% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 244,837 | $8M | 0.5% | 2026-Q2 |
| FAS Wealth Partners, Inc. added | 213,465 | $7M | 0.5% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 204,107 | $7M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 197,033 | $7M | 0.4% | 2026-Q2 |
| Intentional Wealth Strategies, LLC trimmed | 170,948 | $6M | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 139,896 | $5M | 0.3% | 2026-Q2 |
| Maia Wealth LLC added | 140,952 | $5M | 0.3% | 2026-Q2 |
| Financial Partners Group, Inc added | 134,206 | $4M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. new | 119,876 | $4M | 0.3% | 2026-Q2 |
| Noble Wealth Management PBC added | 116,654 | $4M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC new | 114,487 | $4M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 114,388 | $4M | 0.2% | 2026-Q2 |
| &PARTNERS added | 112,665 | $4M | 0.2% | 2026-Q2 |
| American Alpha Advisors, LLC added | 104,319 | $3M | 0.2% | 2026-Q2 |
| Next Level Private LLC added | 96,305 | $3M | 0.2% | 2026-Q2 |
| Sugar Maple Asset Management, LLC added | 93,788 | $3M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 93,336 | $3M | 0.2% | 2026-Q2 |
| IFP Advisors, Inc added | 91,873 | $3M | 0.2% | 2026-Q2 |
| GGM Financial LLC added | 90,191 | $3M | 0.2% | 2026-Q2 |
| SMITH, MOORE & CO. trimmed | 64,012 | $2M | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 52,052 | $2M | 0.1% | 2026-Q2 |
| Copper Harbor Investment Advisors, LLC new | 50,657 | $2M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 48,303 | $2M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC new | 44,686 | $1M | 0.1% | 2026-Q2 |
| KFA Private Wealth Group, LLC added | 43,780 | $1M | 0.1% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC trimmed | 41,963 | $1M | 0.1% | 2026-Q2 |
| Legacy Capital Wealth Partners, LLC added | 39,960 | $1M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 32,505 | $1M | 0.1% | 2026-Q2 |
| Baron Wealth Management LLC added | 32,419 | $1M | 0.1% | 2026-Q2 |
| 5T Wealth, LLC added | 28,190 | $944K | 0.1% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 28,012 | $938K | 0.1% | 2026-Q2 |
| LAUREL OAK WEALTH MANAGEMENT, LLC added | 27,286 | $914K | 0.1% | 2026-Q2 |
| COFG Advisors, LLC new | 26,967 | $903K | 0.1% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 26,231 | $878K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 25,718 | $861K | 0.1% | 2026-Q2 |
| Trademark Financial Management, LLC added | 25,118 | $841K | 0.1% | 2026-Q2 |
| Investment Insight Wealth Management, LLC added | 23,141 | $775K | 0.0% | 2026-Q2 |
| Meramec Financial Planners, LLC added | 21,659 | $729K | 0.0% | 2026-Q2 |
| BXM Wealth LLC added | 20,380 | $683K | 0.0% | 2026-Q2 |
| Advisory Services Network, LLC added | 19,515 | $654K | 0.0% | 2026-Q2 |
| NCM Capital Management, LLC added | 17,500 | $586K | 0.0% | 2026-Q2 |
| Blueprint Investment Partners LLC trimmed | 16,518 | $553K | 0.0% | 2026-Q2 |
| Blueprint Financial Advisors LLC trimmed | 16,518 | $553K | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd new | 14,737 | $494K | 0.0% | 2026-Q2 |
| Krilogy Financial LLC added | 14,390 | $482K | 0.0% | 2026-Q2 |
| PCG Wealth Advisors, LLC new | 13,420 | $449K | 0.0% | 2026-Q2 |
| FIDUCIENT ADVISORS LLC trimmed | 12,265 | $411K | 0.0% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 11,424 | $383K | 0.0% | 2026-Q2 |
| MN Wealth Advisors, LLC new | 10,346 | $347K | 0.0% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 9,866 | $330K | 0.0% | 2026-Q2 |
| Harborfront Financial Group LLC new | 9,015 | $302K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 8,647 | $290K | 0.0% | 2026-Q2 |
| Essex Bank trimmed | 8,399 | $281K | 0.0% | 2026-Q2 |
| TRANSCEND CAPITAL ADVISORS, LLC new | 6,976 | $234K | 0.0% | 2026-Q2 |
| Perigon Wealth Management, LLC new | 6,890 | $231K | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 4,300 | $144K | 0.0% | 2026-Q2 |
| Prosperity Bancshares Inc added | 2,654 | $89K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 2,642 | $88K | 0.0% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC | 1,982 | $67K | 0.0% | 2026-Q2 |
| Fourth Dimension Wealth, LLC new | 1,977 | $66K | 0.0% | 2026-Q2 |
| Atlantic Union Bankshares Corp | 1,250 | $42K | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC | 995 | $33K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 981 | $33K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 349 | $12K | 0.0% | 2026-Q2 |
| SITTNER & NELSON, LLC new | 266 | $9K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 264 | $9K | 0.0% | 2026-Q2 |
| SWAN Capital LLC new | 121 | $4K | 0.0% | 2026-Q2 |
| UBS Group AG added | 94 | $3K | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC added | 857,244 | $25M | 1.6% | 2026-Q1 stale (1 quarter behind) |
| Integrated Wealth Concepts LLC added | 587,570 | $17M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans new | 217,341 | $6M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 138,091 | $4M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| PARK AVENUE SECURITIES LLC added | 69,082 | $2M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC new | 30,551 | $887K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Key Client Fiduciary Advisors, LLC added | 73,945 | $2M | 0.1% | 2025-Q3 stale (3 quarters behind) |
| JANE STREET GROUP, LLC trimmed | 45,275 | $1M | 0.1% | 2025-Q3 stale (3 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. new | 58,325 | $2M | 0.1% | 2025-Q2 stale (4 quarters behind) |
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.