Who owns BLCV (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
BLCV’s largest tracked holder by dollar value, EP Wealth Advisors, LLC, sizes it at 0.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.9pp 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
Only one quarter (2026-Q1) of 13F history is available — a quarter-over-quarter accumulation delta needs two.
We do not publish a positioning read for a window we cannot measure honestly. A starting question, not a verdict.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| EP Wealth Advisors, LLC new | 5,174,560 | $187M | 67.4% | 2026-Q1 |
| EQ LLC new | 865,389 | $31M | 11.3% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. new | 314,366 | $11M | 4.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC new | 218,703 | $8M | 2.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 215,937 | $8M | 2.8% | 2026-Q1 |
| Spectrum Planning & Advisory Services Inc. new | 206,208 | $7M | 2.7% | 2026-Q1 |
| Skyline Advisors, Inc. new | 183,654 | $7M | 2.4% | 2026-Q1 |
| LPL Financial LLC new | 147,770 | $5M | 1.9% | 2026-Q1 |
| Sigma Planning Corp new | 130,266 | $5M | 1.7% | 2026-Q1 |
| MCDONALD PARTNERS LLC new | 52,848 | $2M | 0.7% | 2026-Q1 |
| COFG Advisors, LLC new | 30,566 | $1M | 0.4% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. new | 27,221 | $983K | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC new | 24,896 | $899K | 0.3% | 2026-Q1 |
| Summit Financial, LLC new | 15,818 | $571K | 0.2% | 2026-Q1 |
| Visionary Wealth Advisors new | 11,679 | $422K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. new | 10,673 | $386K | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC new | 8,622 | $311K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 7,959 | $287K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP new | 7,839 | $285K | 0.1% | 2026-Q1 |
| Sage Mountain Advisors LLC new | 6,897 | $249K | 0.1% | 2026-Q1 |
| Keystone Financial Group new | 6,646 | $240K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers new | 5,793 | $209K | 0.1% | 2026-Q1 |
| BUCKHEAD CAPITAL MANAGEMENT LLC new | 5,596 | $202K | 0.1% | 2026-Q1 |
| Founders Financial Alliance, LLC new | 700 | $25K | 0.0% | 2026-Q1 |
| UBS Group AG new | 399 | $14K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN new | 381 | $14K | 0.0% | 2026-Q1 |
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.