Who owns BLCV
Which tracked institutional funds hold BLCV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BLCV 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 BLCV is one-sided between 2026-Q1 and 2026-Q2: 15 added or opened and 3 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
BLCV’s largest tracked holder by dollar value, EP Wealth Advisors, LLC, sizes it at 0.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BLCV 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 31 tracked filers holding BLCV, 22 increased or opened the position and 12 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 BLCV 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 3
- Quantinno Capital Management LP$3M
- GOLDMAN SACHS GROUP INC$3M
- Register Financial Advisors LLC$578K
Largest adds
- EP Wealth Advisors, LLC$21M
- MML INVESTORS SERVICES, LLC$3M
- MCDONALD PARTNERS LLC$2M
- Skyline Advisors, Inc.$2M
- Sigma Planning Corp$1M
- Visionary Wealth Advisors$978K
Largest trims
- COMMONWEALTH EQUITY SERVICES, LLC$7M
- EQ LLC$4M
- Spectrum Planning & Advisory Services Inc.$539K
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 |
|---|---|---|---|---|
| EP Wealth Advisors, LLC trimmed | 5,033,084 | $208M | 67.4% | 2026-Q2 |
| EQ LLC trimmed | 663,714 | $27M | 8.9% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 297,716 | $12M | 4.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 264,245 | $11M | 3.5% | 2026-Q2 |
| Skyline Advisors, Inc. added | 214,230 | $9M | 2.9% | 2026-Q2 |
| Spectrum Planning & Advisory Services Inc. trimmed | 167,230 | $7M | 2.2% | 2026-Q2 |
| Sigma Planning Corp added | 138,379 | $6M | 1.9% | 2026-Q2 |
| LPL Financial LLC trimmed | 128,498 | $5M | 1.7% | 2026-Q2 |
| MCDONALD PARTNERS LLC added | 106,565 | $4M | 1.4% | 2026-Q2 |
| Quantinno Capital Management LP new | 79,192 | $3M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 70,974 | $3M | 1.0% | 2026-Q2 |
| COFG Advisors, LLC added | 35,772 | $1M | 0.5% | 2026-Q2 |
| Visionary Wealth Advisors added | 33,878 | $1M | 0.5% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 32,547 | $1M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 30,258 | $1M | 0.4% | 2026-Q2 |
| Summit Financial, LLC added | 25,794 | $1M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 19,495 | $805K | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 18,647 | $770K | 0.2% | 2026-Q2 |
| Register Financial Advisors LLC new | 13,983 | $578K | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. new | 10,748 | $444K | 0.1% | 2026-Q2 |
| BUCKHEAD CAPITAL MANAGEMENT LLC added | 9,587 | $396K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC new | 9,153 | $378K | 0.1% | 2026-Q2 |
| Keystone Financial Group added | 7,610 | $314K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 7,202 | $298K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 6,417 | $265K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC new | 6,055 | $250K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 5,867 | $242K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 5,640 | $233K | 0.1% | 2026-Q2 |
| DELTA FINANCIAL ADVISORS LLC new | 2,453 | $220K | 0.1% | 2026-Q2 |
| Founders Financial Alliance, LLC | 700 | $29K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 113 | $5K | 0.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP new | 7,839 | $285K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Sage Mountain Advisors LLC new | 6,897 | $249K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG new | 399 | $14K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| WELLS FARGO & COMPANY/MN new | 381 | $14K | 0.0% | 2026-Q1 stale (1 quarter 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.