Who owns 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-Q2 13F filings (latest filed 2026-08-14). 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
74 tracked funds added or opened BLV while 65 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 0.2% of its own reported 13F book, while the median holder sizes it at 0.2% 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 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 2026-Q1 and 2026-Q2, across 394 tracked filers holding BLV, 216 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 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 12
- Ryan Investment Management, Inc.$13M
- BlueStem Wealth Partners, LLC$12M
- DAYMARK WEALTH PARTNERS, LLC$11M
- J.W. COLE ADVISORS, INC.$5M
- PROFFITT & GOODSON INC$2M
- Veratis Advisors, Inc.$2M
Full exits 28
- Cambridge Investment Research Advisors, Inc.$46M
- Janney Montgomery Scott LLC$38M
- Teucrium Investment Advisors, LLC$21M
- Trek Financial, LLC$20M
- Greystone Financial Group, LLC$18M
- Betterment LLC$14M
Largest adds
- AMERIPRISE FINANCIAL INC$46M
- Concurrent Investment Advisors, LLC$18M
- ENVESTNET ASSET MANAGEMENT INC$17M
- NewEdge Advisors, LLC$15M
- EXCHANGE TRADED CONCEPTS, LLC$15M
- Karpus Management, Inc.$11M
Largest trims
- BANK OF AMERICA CORP /DE/$15M
- JANE STREET GROUP, LLC$15M
- MORGAN STANLEY$13M
- Beacon Capital Management, Inc.$7M
- WELLS FARGO & COMPANY/MN$7M
- Trilogy Capital Inc.$4M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% 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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 13,866,536 | $956M | 28.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 3,030,083 | $209M | 6.2% | 2026-Q2 |
| LINCOLN NATIONAL CORP added | 2,750,787 | $190M | 5.7% | 2026-Q2 |
| Karpus Management, Inc. added | 2,132,736 | $147M | 4.4% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 1,962,978 | $135M | 4.0% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,577,446 | $109M | 3.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,430,993 | $99M | 2.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,141,474 | $79M | 2.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,116,002 | $77M | 2.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,055,206 | $73M | 2.2% | 2026-Q2 |
| Cetera Investment Advisers added | 1,040,755 | $72M | 2.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,015,014 | $70M | 2.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 732,721 | $51M | 1.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 608,738 | $42M | 1.3% | 2026-Q2 |
| Metropolitan Life Insurance Co/NY | 599,208 | $41M | 1.2% | 2026-Q2 |
| Beacon Capital Management, Inc. trimmed | 579,071 | $40M | 1.2% | 2026-Q2 |
| VANGUARD ADVISERS INC added | 539,045 | $37M | 1.1% | 2026-Q2 |
| UBS Group AG added | 489,773 | $34M | 1.0% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 478,824 | $33M | 1.0% | 2026-Q2 |
| Ocean Park Asset Management, LLC | 475,100 | $33M | 1.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 427,581 | $29M | 0.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 416,117 | $29M | 0.9% | 2026-Q2 |
| Koss-Olinger Consulting, LLC trimmed | 375,234 | $26M | 0.8% | 2026-Q2 |
| Strong Tower Advisory Services added | 370,423 | $26M | 0.8% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 366,958 | $25M | 0.8% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 321,333 | $22M | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 318,197 | $22M | 0.7% | 2026-Q2 |
| REGIONS FINANCIAL CORP added | 295,832 | $20M | 0.6% | 2026-Q2 |
| ETF Portfolio Partners, Inc. added | 286,670 | $20M | 0.6% | 2026-Q2 |
| Clark Asset Management, LLC added | 284,943 | $20M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 283,577 | $20M | 0.6% | 2026-Q2 |
| &PARTNERS added | 280,448 | $19M | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC added | 254,760 | $18M | 0.5% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 251,115 | $17M | 0.5% | 2026-Q2 |
| Trilogy Capital Inc. trimmed | 227,536 | $16M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 227,070 | $16M | 0.5% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 224,084 | $15M | 0.5% | 2026-Q2 |
| Idaho Trust Co added | 222,112 | $15M | 0.5% | 2026-Q2 |
| Waterford Advisors, LLC added | 209,762 | $16M | 0.5% | 2026-Q2 |
| GREENUP STREET WEALTH MANAGEMENT LLC added | 196,029 | $14M | 0.4% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 194,588 | $13M | 0.4% | 2026-Q2 |
| WINCAP FINANCIAL LLC added | 193,644 | $13M | 0.4% | 2026-Q2 |
| Ryan Investment Management, Inc. added | 185,362 | $13M | 0.4% | 2026-Q2 |
| BlueStem Wealth Partners, LLC new | 180,997 | $12M | 0.4% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 178,190 | $12M | 0.4% | 2026-Q2 |
| TD PRIVATE CLIENT WEALTH LLC trimmed | 167,958 | $12M | 0.3% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC new | 166,474 | $11M | 0.3% | 2026-Q2 |
| Platt Investment Counsel, LLC added | 164,964 | $11M | 0.3% | 2026-Q2 |
| Evergreen Wealth Management, LLC added | 161,241 | $11M | 0.3% | 2026-Q2 |
| Crestwood Advisors Group, LLC added | 153,584 | $11M | 0.3% | 2026-Q2 |
| NYL Investors LLC added | 146,377 | $10M | 0.3% | 2026-Q2 |
| Summit Wealth Group, LLC added | 143,517 | $10M | 0.3% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 140,270 | $10M | 0.3% | 2026-Q2 |
| Atria Investments, Inc added | 138,321 | $10M | 0.3% | 2026-Q2 |
| Addison Capital Co added | 129,734 | $9M | 0.3% | 2026-Q2 |
| World Investment Advisors added | 127,606 | $9M | 0.3% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 123,953 | $9M | 0.3% | 2026-Q2 |
| One Wealth Map LLC added | 123,480 | $8M | 0.2% | 2026-Q2 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 114,027 | $8M | 0.2% | 2026-Q2 |
| Nest Investments, LLC added | 111,715 | $8M | 0.2% | 2026-Q2 |
| Sellwood Investment Partners LLC added | 108,373 | $7M | 0.2% | 2026-Q2 |
| Parker Financial LLC added | 105,916 | $7M | 0.2% | 2026-Q2 |
| Brookstone Capital Management added | 103,882 | $7M | 0.2% | 2026-Q2 |
| PFW Advisors LLC added | 99,799 | $7M | 0.2% | 2026-Q2 |
| Sovereign Financial Group, Inc. added | 99,163 | $7M | 0.2% | 2026-Q2 |
| Mutual Advisors, LLC added | 98,823 | $7M | 0.2% | 2026-Q2 |
| SigFig Wealth Management, LLC added | 98,063 | $7M | 0.2% | 2026-Q2 |
| Bay Harbor Wealth Management, LLC added | 97,321 | $7M | 0.2% | 2026-Q2 |
| MassMutual Private Wealth & Trust, FSB added | 95,326 | $7M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 94,214 | $7M | 0.2% | 2026-Q2 |
| CoreCap Advisors, LLC added | 93,889 | $6M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 93,532 | $6M | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 90,536 | $6M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 85,643 | $6M | 0.2% | 2026-Q2 |
| DiPaolo Financial Group, Inc. added | 83,990 | $6M | 0.2% | 2026-Q2 |
| Leeward Financial Partners, LLC added | 82,969 | $6M | 0.2% | 2026-Q2 |
| Rochester Wealth Strategies, LLC trimmed | 81,407 | $6M | 0.2% | 2026-Q2 |
| ASSETMARK, INC trimmed | 79,822 | $6M | 0.2% | 2026-Q2 |
| FLAGSTAR SECURITIES, INC trimmed | 79,376 | $5M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 79,219 | $5M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 77,932 | $5M | 0.2% | 2026-Q2 |
| SEEDS INVESTOR LLC added | 77,492 | $5M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 73,032 | $5M | 0.2% | 2026-Q2 |
| Main Street Financial Solutions, LLC added | 70,909 | $5M | 0.1% | 2026-Q2 |
| LIBERTY WEALTH MANAGEMENT LLC | 70,416 | $5M | 0.1% | 2026-Q2 |
| Arcadia Wealth Management, LLC added | 68,048 | $5M | 0.1% | 2026-Q2 |
| Aspire Private Capital, LLC added | 67,930 | $5M | 0.1% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 63,658 | $4M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 60,824 | $4M | 0.1% | 2026-Q2 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC added | 60,535 | $4M | 0.1% | 2026-Q2 |
| Cornerstone Financial Group, LLC /NE/ added | 60,121 | $4M | 0.1% | 2026-Q2 |
| Troutman Wealth Management, LLC added | 57,915 | $4M | 0.1% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 57,796 | $4M | 0.1% | 2026-Q2 |
| Sigma Planning Corp trimmed | 56,695 | $4M | 0.1% | 2026-Q2 |
| Capital Investment Management, Inc. added | 53,395 | $4M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 52,586 | $4M | 0.1% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 52,015 | $4M | 0.1% | 2026-Q2 |
| Level Financial Advisors trimmed | 51,081 | $4M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 47,802 | $3M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 47,447 | $3M | 0.1% | 2026-Q2 |
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.