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Institutional Ownership · SEC Form 13F

Who owns BLV (BLV)


Which tracked institutional funds hold BLV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BLV 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.

407
Institutional holders
52,337,322
Shares held (tracked funds)

How the tape is positioned

78 tracked funds added or opened BLV while 68 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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

BLV’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in BLV 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 407 tracked filers holding BLV, 233 increased or opened the position and 181 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 BLV 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 23

  • VANGUARD ADVISERS INC$34M
  • Ocean Park Asset Management, LLC$33M
  • Teucrium Investment Advisors, LLC$21M
  • Trek Financial, LLC$20M
  • JANE STREET GROUP, LLC$16M
  • Waterford Advisors, LLC$15M

Full exits 18

  • VANGUARD GROUP INC$33M
  • Ryan Investment Management, Inc.$12M
  • Main Street Financial Solutions, LLC$4M
  • J.W. COLE ADVISORS, INC.$3M
  • COMERICA BANK$3M
  • Veratis Advisors, Inc.$2M

Largest adds

  • ENVESTNET ASSET MANAGEMENT INC$178M
  • BANK OF AMERICA CORP /DE/$39M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$29M
  • UBS Group AG$23M
  • MORGAN STANLEY$10M
  • JPMORGAN CHASE & CO$8M

Largest trims

  • Envestnet Portfolio Solutions, Inc.$134M
  • COUNTRY TRUST BANK$49M
  • M&T Bank Corp$37M
  • WELLS FARGO & COMPANY/MN$26M
  • US BANCORP \DE\$20M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$18M

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
ENVESTNET ASSET MANAGEMENT INC added13,645,822$939M27.0%2026-Q1
LPL Financial LLC trimmed3,056,314$210M6.0%2026-Q1
LINCOLN NATIONAL CORP added2,627,194$181M5.2%2026-Q1
Karpus Management, Inc. added1,970,328$136M3.9%2026-Q1
EXCHANGE TRADED CONCEPTS, LLC added1,746,908$120M3.5%2026-Q1
Bank of New York Mellon Corp added1,547,205$106M3.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed1,529,141$105M3.0%2026-Q1
BANK OF AMERICA CORP /DE/ added1,235,200$85M2.4%2026-Q1
ROYAL BANK OF CANADA added1,113,617$77M2.2%2026-Q1
GOLDMAN SACHS GROUP INC trimmed1,013,713$70M2.0%2026-Q1
Cetera Investment Advisers added1,008,831$69M2.0%2026-Q1
MORGAN STANLEY added799,210$55M1.6%2026-Q1
OSAIC HOLDINGS, INC. trimmed708,167$49M1.4%2026-Q1
Beacon Capital Management, Inc. trimmed688,328$47M1.4%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed665,452$46M1.3%2026-Q1
Metropolitan Life Insurance Co/NY599,208$41M1.2%2026-Q1
Janney Montgomery Scott LLC added546,790$38M1.1%2026-Q1
VANGUARD ADVISERS INC new488,743$34M1.0%2026-Q1
UBS Group AG added475,734$33M0.9%2026-Q1
Ocean Park Asset Management, LLC new475,100$33M0.9%2026-Q1
Envestnet Portfolio Solutions, Inc. trimmed458,611$32M0.9%2026-Q1
AMERIPRISE FINANCIAL INC trimmed453,674$31M0.9%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added428,258$29M0.8%2026-Q1
TRUIST FINANCIAL CORP added426,197$29M0.8%2026-Q1
Koss-Olinger Consulting, LLC trimmed387,748$27M0.8%2026-Q1
Strong Tower Advisory Services added340,500$23M0.7%2026-Q1
PRINCIPAL FINANCIAL GROUP INC trimmed309,382$21M0.6%2026-Q1
Teucrium Investment Advisors, LLC new300,689$21M0.6%2026-Q1
REGIONS FINANCIAL CORP added294,083$20M0.6%2026-Q1
Trek Financial, LLC added292,118$20M0.6%2026-Q1
Trilogy Capital Inc. trimmed292,105$20M0.6%2026-Q1
Orion Porfolio Solutions, LLC added282,580$19M0.6%2026-Q1
RAYMOND JAMES FINANCIAL INC added268,586$18M0.5%2026-Q1
ETF Portfolio Partners, Inc. added268,348$18M0.5%2026-Q1
Clark Asset Management, LLC added260,533$18M0.5%2026-Q1
Greystone Financial Group, LLC trimmed254,550$18M0.5%2026-Q1
MML INVESTORS SERVICES, LLC trimmed247,401$17M0.5%2026-Q1
JANE STREET GROUP, LLC added230,794$16M0.5%2026-Q1
STIFEL FINANCIAL CORP added219,498$15M0.4%2026-Q1
Waterford Advisors, LLC added192,529$15M0.4%2026-Q1
Betterment LLC trimmed208,305$14M0.4%2026-Q1
CreativeOne Wealth, LLC added202,610$14M0.4%2026-Q1
Idaho Trust Co added200,803$14M0.4%2026-Q1
&PARTNERS added191,207$13M0.4%2026-Q1
Thrivent Financial for Lutherans added189,086$13M0.4%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed186,037$13M0.4%2026-Q1
WINCAP FINANCIAL LLC added181,934$13M0.4%2026-Q1
PEAPACK GLADSTONE FINANCIAL CORP added178,704$12M0.4%2026-Q1
TD PRIVATE CLIENT WEALTH LLC added173,123$12M0.3%2026-Q1
Vertrix Wealth Management, LLC new162,216$11M0.3%2026-Q1
Platt Investment Counsel, LLC added162,084$11M0.3%2026-Q1
GREENUP STREET WEALTH MANAGEMENT LLC added157,594$11M0.3%2026-Q1
Evergreen Wealth Management, LLC added154,303$11M0.3%2026-Q1
NYL Investors LLC143,828$10M0.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed138,806$10M0.3%2026-Q1
Atria Investments, Inc trimmed138,313$10M0.3%2026-Q1
Summit Wealth Group, LLC added137,433$9M0.3%2026-Q1
JPMORGAN CHASE & CO added134,335$9M0.3%2026-Q1
Evolution Advisers, Inc. added131,992$9M0.3%2026-Q1
Addison Capital Co added125,393$9M0.2%2026-Q1
World Investment Advisors added122,598$8M0.2%2026-Q1
Crestwood Advisors Group, LLC new116,093$8M0.2%2026-Q1
One Wealth Map LLC added113,876$8M0.2%2026-Q1
Ameritas Advisory Services, LLC trimmed110,414$8M0.2%2026-Q1
Parker Financial LLC added105,656$7M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added102,897$7M0.2%2026-Q1
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added98,102$7M0.2%2026-Q1
SigFig Wealth Management, LLC added97,467$7M0.2%2026-Q1
PFW Advisors LLC added97,243$7M0.2%2026-Q1
Bay Harbor Wealth Management, LLC added96,568$7M0.2%2026-Q1
Mutual Advisors, LLC added95,369$7M0.2%2026-Q1
MassMutual Private Wealth & Trust, FSB added94,867$7M0.2%2026-Q1
ASSETMARK, INC added93,524$6M0.2%2026-Q1
EverSource Wealth Advisors, LLC trimmed93,210$6M0.2%2026-Q1
Sovereign Financial Group, Inc. added89,260$6M0.2%2026-Q1
Rochester Wealth Strategies, LLC added89,248$6M0.2%2026-Q1
FLAGSTAR ADVISORS INC trimmed88,406$6M0.2%2026-Q1
Brookstone Capital Management added87,167$6M0.2%2026-Q1
MGO ONE SEVEN LLC added86,085$6M0.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added85,934$6M0.2%2026-Q1
INTEGRITY ALLIANCE, LLC. new82,874$6M0.2%2026-Q1
CoreCap Advisors, LLC added82,264$6M0.2%2026-Q1
Leeward Financial Partners, LLC added81,122$6M0.2%2026-Q1
Beacon Harbor Wealth Advisors, Inc. added80,585$6M0.2%2026-Q1
DiPaolo Financial Group, Inc. added79,717$5M0.2%2026-Q1
Sellwood Investment Partners LLC added76,904$5M0.2%2026-Q1
Cerity Partners LLC added76,521$5M0.2%2026-Q1
MONEY CONCEPTS CAPITAL CORP added71,938$5M0.1%2026-Q1
LIBERTY WEALTH MANAGEMENT LLC added70,416$5M0.1%2026-Q1
Farther Finance Advisors, LLC trimmed70,584$5M0.1%2026-Q1
Main Line Retirement Advisors, LLC added69,797$5M0.1%2026-Q1
INCOME RESEARCH & MANAGEMENT new720,997$50M1.4%2025-Q2 stale
VANGUARD GROUP INC added469,007$33M0.9%2025-Q4 stale
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed347,170$24M0.7%2025-Q2 stale
Orion Portfolio Solutions, LLC added204,647$14M0.4%2025-Q1 stale
Ryan Investment Management, Inc. added165,842$12M0.3%2025-Q4 stale
Penserra Capital Management LLC trimmed158,634$11M0.3%2025-Q3 stale
Norris Financial Group, LLC new82,480$6M0.2%2025-Q2 stale
BENJAMIN EDWARDS INC added74,917$5M0.2%2025-Q1 stale
OAK HILL WEALTH ADVISORS, LLC added69,308$5M0.1%2025-Q3 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