Who owns BSV
Which tracked institutional funds hold BSV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BSV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 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
289 tracked funds added or opened BSV while 188 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
BSV’s largest tracked holder by dollar value, MERCER GLOBAL ADVISORS INC /ADV, sizes it at 4.9% of its own reported 13F book, while the median holder sizes it at 0.7% of theirs — a 4.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BSV 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 1306 tracked filers holding BSV, 724 increased or opened the position and 546 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 BSV 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 41
- Allied Investment Advisors, LLC$21M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$13M
- NI ACQUISITIONS COMPANY, LLC$13M
- J.W. COLE ADVISORS, INC.$12M
- OLD MISSION CAPITAL LLC$9M
- FIRST TRUST ADVISORS LP$8M
Full exits 58
- Cambridge Investment Research Advisors, Inc.$111M
- Smithfield Trust Co$99M
- Janney Montgomery Scott LLC$82M
- PEAPACK GLADSTONE FINANCIAL CORP$81M
- HighTower Advisors, LLC$66M
- Capital Analysts, LLC$60M
Largest adds
- Creative Planning$484M
- MERCER GLOBAL ADVISORS INC /ADV$384M
- Empower Advisory Group, LLC$126M
- Fund Evaluation Group, LLC$92M
- ASSETMARK, INC$81M
- CAPTRUST FINANCIAL ADVISORS$58M
Largest trims
- JPMORGAN CHASE & CO$1.3B
- True Link Financial Advisors, LLC$192M
- Allworth Financial LP$180M
- NORTHERN TRUST CORP$134M
- MORGAN STANLEY$71M
- BANK OF AMERICA CORP /DE/$36M
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 |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV added | 50,651,293 | $3.9B | 13.1% | 2026-Q2 |
| Creative Planning added | 43,838,959 | $3.4B | 11.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 32,321,588 | $2.5B | 8.3% | 2026-Q2 |
| Empower Advisory Group, LLC added | 24,303,617 | $1.9B | 6.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 23,641,308 | $1.8B | 6.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 20,453,685 | $1.6B | 5.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 16,863,841 | $1.3B | 4.4% | 2026-Q2 |
| Allworth Financial LP trimmed | 15,333,291 | $1.2B | 4.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 12,269,104 | $956M | 3.2% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 9,933,587 | $774M | 2.6% | 2026-Q2 |
| Truepoint, Inc. added | 7,420,247 | $578M | 1.9% | 2026-Q2 |
| LPL Financial LLC added | 7,261,254 | $566M | 1.9% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 7,215,410 | $562M | 1.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 6,757,611 | $526M | 1.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 4,131,559 | $322M | 1.1% | 2026-Q2 |
| LINCOLN NATIONAL CORP added | 3,979,162 | $310M | 1.0% | 2026-Q2 |
| UBS Group AG added | 3,963,408 | $309M | 1.0% | 2026-Q2 |
| Corient Private Wealth LP added | 3,666,452 | $286M | 0.9% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 3,631,159 | $283M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 3,590,227 | $280M | 0.9% | 2026-Q2 |
| Cerity Partners LLC added | 3,512,006 | $274M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp added | 2,981,848 | $232M | 0.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 2,777,145 | $216M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers added | 2,702,880 | $211M | 0.7% | 2026-Q2 |
| Purpose Unlimited Inc. added | 2,571,864 | $200M | 0.7% | 2026-Q2 |
| MetLife Investment Management, LLC added | 2,459,500 | $192M | 0.6% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 2,174,156 | $169M | 0.6% | 2026-Q2 |
| Focus Partners Wealth added | 2,168,154 | $169M | 0.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,160,462 | $168M | 0.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 2,101,516 | $164M | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,090,052 | $163M | 0.5% | 2026-Q2 |
| WIT, LLC trimmed | 1,981,763 | $154M | 0.5% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 1,823,344 | $142M | 0.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,702,387 | $133M | 0.4% | 2026-Q2 |
| Valmark Advisers, Inc. added | 1,689,123 | $132M | 0.4% | 2026-Q2 |
| Apella Capital, LLC trimmed | 1,579,884 | $123M | 0.4% | 2026-Q2 |
| National Philanthropic Trust added | 1,546,257 | $120M | 0.4% | 2026-Q2 |
| &PARTNERS added | 1,466,522 | $114M | 0.4% | 2026-Q2 |
| RW Investment Management LLC added | 1,396,886 | $109M | 0.4% | 2026-Q2 |
| Freestone Capital Holdings, LLC added | 1,358,912 | $106M | 0.4% | 2026-Q2 |
| ASSETMARK, INC added | 1,350,385 | $105M | 0.3% | 2026-Q2 |
| Savant Capital, LLC added | 1,341,056 | $105M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,331,971 | $103M | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 1,303,886 | $102M | 0.3% | 2026-Q2 |
| RS CRUM INC. added | 1,254,488 | $98M | 0.3% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 1,244,826 | $97M | 0.3% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 1,207,656 | $94M | 0.3% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 1,204,888 | $94M | 0.3% | 2026-Q2 |
| Fund Evaluation Group, LLC added | 1,184,318 | $92M | 0.3% | 2026-Q2 |
| World Investment Advisors added | 1,173,676 | $92M | 0.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 1,082,377 | $84M | 0.3% | 2026-Q2 |
| Martel Wealth Advisors LLC added | 996,458 | $78M | 0.3% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 980,902 | $76M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 970,658 | $76M | 0.3% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 939,116 | $73M | 0.2% | 2026-Q2 |
| Integris Wealth Management, LLC added | 898,698 | $70M | 0.2% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 893,913 | $71M | 0.2% | 2026-Q2 |
| VANGUARD ADVISERS INC added | 873,886 | $68M | 0.2% | 2026-Q2 |
| FIRST MERCHANTS CORP trimmed | 871,815 | $68M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 865,925 | $67M | 0.2% | 2026-Q2 |
| Windward Private Wealth Management Inc. added | 861,105 | $67M | 0.2% | 2026-Q2 |
| Petersen Hastings Wealth Advisors Inc. added | 847,131 | $66M | 0.2% | 2026-Q2 |
| Gemmer Asset Management LLC added | 838,296 | $65M | 0.2% | 2026-Q2 |
| International City Management Association Retirement Corp added | 776,816 | $61M | 0.2% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 754,764 | $59M | 0.2% | 2026-Q2 |
| Composition Wealth, LLC added | 739,365 | $58M | 0.2% | 2026-Q2 |
| Trajan Wealth LLC added | 728,258 | $57M | 0.2% | 2026-Q2 |
| Arbor Investment Advisors, LLC added | 675,069 | $53M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 636,517 | $50M | 0.2% | 2026-Q2 |
| Symmetry Partners, LLC added | 635,551 | $50M | 0.2% | 2026-Q2 |
| TD Capital Management LLC trimmed | 633,341 | $49M | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 631,439 | $49M | 0.2% | 2026-Q2 |
| PRESILIUM PRIVATE WEALTH, LLC added | 615,146 | $48M | 0.2% | 2026-Q2 |
| Clark Asset Management, LLC added | 584,361 | $46M | 0.2% | 2026-Q2 |
| Old Peak Finance LLC added | 567,983 | $44M | 0.1% | 2026-Q2 |
| TOBIAS FINANCIAL ADVISORS, INC. added | 566,494 | $44M | 0.1% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 551,860 | $43M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 548,717 | $43M | 0.1% | 2026-Q2 |
| Voya Financial Advisors, Inc. added | 502,763 | $39M | 0.1% | 2026-Q2 |
| Partners in Financial Planning added | 488,983 | $38M | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. added | 480,920 | $37M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 473,565 | $37M | 0.1% | 2026-Q2 |
| Wealthquest Corp added | 472,218 | $37M | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 465,699 | $36M | 0.1% | 2026-Q2 |
| Compass Planning Associates Inc added | 462,096 | $36M | 0.1% | 2026-Q2 |
| PDS Planning, Inc added | 450,644 | $35M | 0.1% | 2026-Q2 |
| Human Investing LLC | 449,426 | $35M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 447,856 | $35M | 0.1% | 2026-Q2 |
| Berkshire Money Management, Inc. added | 423,447 | $33M | 0.1% | 2026-Q2 |
| Sage Financial Management Group, Inc. added | 418,585 | $33M | 0.1% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. trimmed | 412,366 | $32M | 0.1% | 2026-Q2 |
| Associated Banc-Corp added | 409,223 | $32M | 0.1% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 402,698 | $31M | 0.1% | 2026-Q2 |
| GREENUP STREET WEALTH MANAGEMENT LLC added | 401,299 | $31M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 396,353 | $31M | 0.1% | 2026-Q2 |
| BlackRock, Inc. added | 389,857 | $30M | 0.1% | 2026-Q2 |
| Avior Wealth Management, LLC added | 385,620 | $30M | 0.1% | 2026-Q2 |
| BARR E S & CO trimmed | 380,212 | $30M | 0.1% | 2026-Q2 |
| Ancora Advisors LLC trimmed | 379,608 | $30M | 0.1% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC added | 378,263 | $29M | 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.