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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 13,645,822 | $939M | 27.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 3,056,314 | $210M | 6.0% | 2026-Q1 |
| LINCOLN NATIONAL CORP added | 2,627,194 | $181M | 5.2% | 2026-Q1 |
| Karpus Management, Inc. added | 1,970,328 | $136M | 3.9% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 1,746,908 | $120M | 3.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,547,205 | $106M | 3.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,529,141 | $105M | 3.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,235,200 | $85M | 2.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,113,617 | $77M | 2.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,013,713 | $70M | 2.0% | 2026-Q1 |
| Cetera Investment Advisers added | 1,008,831 | $69M | 2.0% | 2026-Q1 |
| MORGAN STANLEY added | 799,210 | $55M | 1.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 708,167 | $49M | 1.4% | 2026-Q1 |
| Beacon Capital Management, Inc. trimmed | 688,328 | $47M | 1.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 665,452 | $46M | 1.3% | 2026-Q1 |
| Metropolitan Life Insurance Co/NY | 599,208 | $41M | 1.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 546,790 | $38M | 1.1% | 2026-Q1 |
| VANGUARD ADVISERS INC new | 488,743 | $34M | 1.0% | 2026-Q1 |
| UBS Group AG added | 475,734 | $33M | 0.9% | 2026-Q1 |
| Ocean Park Asset Management, LLC new | 475,100 | $33M | 0.9% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 458,611 | $32M | 0.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 453,674 | $31M | 0.9% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 428,258 | $29M | 0.8% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 426,197 | $29M | 0.8% | 2026-Q1 |
| Koss-Olinger Consulting, LLC trimmed | 387,748 | $27M | 0.8% | 2026-Q1 |
| Strong Tower Advisory Services added | 340,500 | $23M | 0.7% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 309,382 | $21M | 0.6% | 2026-Q1 |
| Teucrium Investment Advisors, LLC new | 300,689 | $21M | 0.6% | 2026-Q1 |
| REGIONS FINANCIAL CORP added | 294,083 | $20M | 0.6% | 2026-Q1 |
| Trek Financial, LLC added | 292,118 | $20M | 0.6% | 2026-Q1 |
| Trilogy Capital Inc. trimmed | 292,105 | $20M | 0.6% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 282,580 | $19M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 268,586 | $18M | 0.5% | 2026-Q1 |
| ETF Portfolio Partners, Inc. added | 268,348 | $18M | 0.5% | 2026-Q1 |
| Clark Asset Management, LLC added | 260,533 | $18M | 0.5% | 2026-Q1 |
| Greystone Financial Group, LLC trimmed | 254,550 | $18M | 0.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 247,401 | $17M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 230,794 | $16M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 219,498 | $15M | 0.4% | 2026-Q1 |
| Waterford Advisors, LLC added | 192,529 | $15M | 0.4% | 2026-Q1 |
| Betterment LLC trimmed | 208,305 | $14M | 0.4% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 202,610 | $14M | 0.4% | 2026-Q1 |
| Idaho Trust Co added | 200,803 | $14M | 0.4% | 2026-Q1 |
| &PARTNERS added | 191,207 | $13M | 0.4% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 189,086 | $13M | 0.4% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 186,037 | $13M | 0.4% | 2026-Q1 |
| WINCAP FINANCIAL LLC added | 181,934 | $13M | 0.4% | 2026-Q1 |
| PEAPACK GLADSTONE FINANCIAL CORP added | 178,704 | $12M | 0.4% | 2026-Q1 |
| TD PRIVATE CLIENT WEALTH LLC added | 173,123 | $12M | 0.3% | 2026-Q1 |
| Vertrix Wealth Management, LLC new | 162,216 | $11M | 0.3% | 2026-Q1 |
| Platt Investment Counsel, LLC added | 162,084 | $11M | 0.3% | 2026-Q1 |
| GREENUP STREET WEALTH MANAGEMENT LLC added | 157,594 | $11M | 0.3% | 2026-Q1 |
| Evergreen Wealth Management, LLC added | 154,303 | $11M | 0.3% | 2026-Q1 |
| NYL Investors LLC | 143,828 | $10M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 138,806 | $10M | 0.3% | 2026-Q1 |
| Atria Investments, Inc trimmed | 138,313 | $10M | 0.3% | 2026-Q1 |
| Summit Wealth Group, LLC added | 137,433 | $9M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 134,335 | $9M | 0.3% | 2026-Q1 |
| Evolution Advisers, Inc. added | 131,992 | $9M | 0.3% | 2026-Q1 |
| Addison Capital Co added | 125,393 | $9M | 0.2% | 2026-Q1 |
| World Investment Advisors added | 122,598 | $8M | 0.2% | 2026-Q1 |
| Crestwood Advisors Group, LLC new | 116,093 | $8M | 0.2% | 2026-Q1 |
| One Wealth Map LLC added | 113,876 | $8M | 0.2% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 110,414 | $8M | 0.2% | 2026-Q1 |
| Parker Financial LLC added | 105,656 | $7M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 102,897 | $7M | 0.2% | 2026-Q1 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 98,102 | $7M | 0.2% | 2026-Q1 |
| SigFig Wealth Management, LLC added | 97,467 | $7M | 0.2% | 2026-Q1 |
| PFW Advisors LLC added | 97,243 | $7M | 0.2% | 2026-Q1 |
| Bay Harbor Wealth Management, LLC added | 96,568 | $7M | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC added | 95,369 | $7M | 0.2% | 2026-Q1 |
| MassMutual Private Wealth & Trust, FSB added | 94,867 | $7M | 0.2% | 2026-Q1 |
| ASSETMARK, INC added | 93,524 | $6M | 0.2% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 93,210 | $6M | 0.2% | 2026-Q1 |
| Sovereign Financial Group, Inc. added | 89,260 | $6M | 0.2% | 2026-Q1 |
| Rochester Wealth Strategies, LLC added | 89,248 | $6M | 0.2% | 2026-Q1 |
| FLAGSTAR ADVISORS INC trimmed | 88,406 | $6M | 0.2% | 2026-Q1 |
| Brookstone Capital Management added | 87,167 | $6M | 0.2% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 86,085 | $6M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 85,934 | $6M | 0.2% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. new | 82,874 | $6M | 0.2% | 2026-Q1 |
| CoreCap Advisors, LLC added | 82,264 | $6M | 0.2% | 2026-Q1 |
| Leeward Financial Partners, LLC added | 81,122 | $6M | 0.2% | 2026-Q1 |
| Beacon Harbor Wealth Advisors, Inc. added | 80,585 | $6M | 0.2% | 2026-Q1 |
| DiPaolo Financial Group, Inc. added | 79,717 | $5M | 0.2% | 2026-Q1 |
| Sellwood Investment Partners LLC added | 76,904 | $5M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 76,521 | $5M | 0.2% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP added | 71,938 | $5M | 0.1% | 2026-Q1 |
| LIBERTY WEALTH MANAGEMENT LLC added | 70,416 | $5M | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 70,584 | $5M | 0.1% | 2026-Q1 |
| Main Line Retirement Advisors, LLC added | 69,797 | $5M | 0.1% | 2026-Q1 |
| INCOME RESEARCH & MANAGEMENT new | 720,997 | $50M | 1.4% | 2025-Q2 stale |
| VANGUARD GROUP INC added | 469,007 | $33M | 0.9% | 2025-Q4 stale |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 347,170 | $24M | 0.7% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC added | 204,647 | $14M | 0.4% | 2025-Q1 stale |
| Ryan Investment Management, Inc. added | 165,842 | $12M | 0.3% | 2025-Q4 stale |
| Penserra Capital Management LLC trimmed | 158,634 | $11M | 0.3% | 2025-Q3 stale |
| Norris Financial Group, LLC new | 82,480 | $6M | 0.2% | 2025-Q2 stale |
| BENJAMIN EDWARDS INC added | 74,917 | $5M | 0.2% | 2025-Q1 stale |
| OAK HILL WEALTH ADVISORS, LLC added | 69,308 | $5M | 0.1% | 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.
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.