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Institutional Ownership · SEC Form 13F

Who owns BSVO (BSVO)


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

119
Institutional holders
79,996,324
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on BSVO is one-sided between 2025-Q4 and 2026-Q1: 45 added or opened and 8 trimmed or exited — on balance accumulating.

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

BSVO’s largest tracked holder by dollar value, Focus Partners Wealth, sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 0.1% 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 BSVO 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 119 tracked filers holding BSVO, 43 increased or opened the position and 48 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 BSVO 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 4

  • Farther Finance Advisors, LLC$5M
  • UMB Bank, n.a.$2M
  • Daytona Street Capital LLC$955K
  • CHOREO, LLC$720K

Full exits 3

  • GC Wealth Management RIA, LLC$2M
  • E-Wealth Partners, LLC$988K
  • Cetera Investment Advisers$527K

Largest adds

  • Focus Partners Wealth$98M
  • Focus Partners Advisor Solutions, LLC$53M
  • Squire Investment Management Company, LLC$7M
  • AQR CAPITAL MANAGEMENT LLC$6M
  • Kaufman Rossin Wealth, LLC$3M
  • TWO SIGMA INVESTMENTS, LP$3M

Largest trims

  • EverSource Wealth Advisors, LLC$14M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$13M
  • NewEdge Advisors, LLC$421K
  • Beaird Harris Wealth Management, LLC$395K
  • BAKER TILLY WEALTH MANAGEMENT, LLC$379K

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
Focus Partners Wealth added37,257,857$945M46.4%2026-Q1
Focus Partners Advisor Solutions, LLC added20,135,575$511M25.1%2026-Q1
Peirce Capital Management, LLC trimmed1,817,517$46M2.3%2026-Q1
Squire Investment Management Company, LLC added1,707,209$43M2.1%2026-Q1
KEB ASSET MANAGEMENT, LLC trimmed1,616,450$41M2.0%2026-Q1
Kaufman Rossin Wealth, LLC added1,276,766$32M1.6%2026-Q1
CLARIS ADVISORS, LLC / MO / added1,222,832$31M1.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed1,151,327$29M1.4%2026-Q1
AQR CAPITAL MANAGEMENT LLC added799,815$20M1.0%2026-Q1
Brady Martz Wealth Solutions, LLC added779,088$20M1.0%2026-Q1
Friday Financial added770,945$20M1.0%2026-Q1
Capstone Wealth Management, LLC added718,412$18M0.9%2026-Q1
Forum Financial Management, LP trimmed645,859$16M0.8%2026-Q1
Gibson Capital, LLC added622,367$16M0.8%2026-Q1
HBE Wealth Management, LLC added618,827$16M0.8%2026-Q1
Vistica Wealth Advisors, LLC trimmed577,227$15M0.7%2026-Q1
HMV Wealth Advisors, LLC trimmed536,902$14M0.7%2026-Q1
BENNINGFIELD FINANCIAL ADVISORS, LLC trimmed522,314$13M0.7%2026-Q1
DOPKINS WEALTH MANAGEMENT, LLC added397,894$10M0.5%2026-Q1
JDH Wealth Management, LLC trimmed375,275$10M0.5%2026-Q1
Lauterbach Financial Advisors, LLC trimmed334,410$8M0.4%2026-Q1
Aerodigm Wealth, LLC added268,258$7M0.3%2026-Q1
COGENT STRATEGIC WEALTH LLC trimmed260,550$7M0.3%2026-Q1
Allworth Financial LP trimmed252,621$6M0.3%2026-Q1
POINCIANA ADVISORS GROUP, LLC trimmed245,266$6M0.3%2026-Q1
Evanson Asset Management, LLC232,232$6M0.3%2026-Q1
NORTHWEST WEALTH MANAGEMENT, LLC added220,481$6M0.3%2026-Q1
Hill Investment Group Partners, LLC trimmed215,339$5M0.3%2026-Q1
Prism Planning Partners LLC added199,698$5M0.2%2026-Q1
CogentBlue Wealth Advisors, LLC added187,398$5M0.2%2026-Q1
Parkwoods Wealth Partners, LLC trimmed186,004$5M0.2%2026-Q1
Farther Finance Advisors, LLC new181,807$5M0.2%2026-Q1
RB Capital Management, LLC added180,951$5M0.2%2026-Q1
TWO SIGMA INVESTMENTS, LP added178,300$5M0.2%2026-Q1
Mariner, LLC added167,507$4M0.2%2026-Q1
JACKSON THORNTON WEALTH MANAGEMENT, LLC trimmed150,748$4M0.2%2026-Q1
BAYSHORE ASSET MANAGEMENT, LLC added146,239$4M0.2%2026-Q1
PARK AVENUE SECURITIES LLC added136,903$3M0.2%2026-Q1
JPMORGAN CHASE & CO added135,300$3M0.2%2026-Q1
Berger Financial Group, Inc trimmed122,097$3M0.2%2026-Q1
LPL Financial LLC added111,694$3M0.1%2026-Q1
Quantinno Capital Management LP added108,713$3M0.1%2026-Q1
Oath Planning, LLC added107,790$3M0.1%2026-Q1
IFG Advisors, LLC trimmed106,742$3M0.1%2026-Q1
CWM, LLC trimmed95,896$2M0.1%2026-Q1
EARNED WEALTH ADVISORS, LLC trimmed83,822$2M0.1%2026-Q1
Curi Capital, LLC82,395$2M0.1%2026-Q1
Apella Capital, LLC added75,972$2M0.1%2026-Q1
Smartleaf Asset Management LLC trimmed81,279$2M0.1%2026-Q1
UMB Bank, n.a. new75,990$2M0.1%2026-Q1
MONETA GROUP INVESTMENT ADVISORS LLC trimmed75,325$2M0.1%2026-Q1
IEQ CAPITAL, LLC72,529$2M0.1%2026-Q1
Integrity Wealth Solutions LLC71,538$2M0.1%2026-Q1
Wedmont Private Capital trimmed60,468$2M0.1%2026-Q1
Carlton Hofferkamp & Jenks Wealth Management, LLC52,645$1M0.1%2026-Q1
Waterfront Wealth Inc.55,203$1M0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed52,634$1M0.1%2026-Q1
Ballentine Partners, LLC49,265$1M0.1%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC added47,291$1M0.1%2026-Q1
Krilogy Financial LLC43,323$1M0.1%2026-Q1
Belleair Asset Management, LLC added44,524$1M0.1%2026-Q1
RF&L WEALTH MANAGEMENT, LLC added43,506$1M0.1%2026-Q1
BAKER TILLY WEALTH MANAGEMENT, LLC trimmed42,829$1M0.1%2026-Q1
Savant Capital, LLC38,808$985K0.0%2026-Q1
Daytona Street Capital LLC new37,239$955K0.0%2026-Q1
Symmetry Partners, LLC trimmed37,463$950K0.0%2026-Q1
Cresset Asset Management, LLC34,051$864K0.0%2026-Q1
Creative Planning trimmed32,115$815K0.0%2026-Q1
Discipline Wealth Solutions, LLC trimmed31,580$801K0.0%2026-Q1
CHOREO, LLC new28,389$720K0.0%2026-Q1
Fiduciary Trust Co26,773$679K0.0%2026-Q1
SAX WEALTH ADVISORS, LLC26,828$625K0.0%2026-Q1
Visionary Wealth Advisors23,118$587K0.0%2026-Q1
Beaird Harris Wealth Management, LLC trimmed21,728$551K0.0%2026-Q1
LJI Wealth Management, LLC trimmed20,306$515K0.0%2026-Q1
Madrid Financial Services new19,705$500K0.0%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed18,342$465K0.0%2026-Q1
Cassaday & Co Wealth Management LLC17,415$442K0.0%2026-Q1
Clark Asset Management, LLC new17,159$435K0.0%2026-Q1
Pathstone Holdings, LLC16,897$429K0.0%2026-Q1
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC trimmed16,756$425K0.0%2026-Q1
KILNER CAPITAL ADVISORS, LLC16,410$416K0.0%2026-Q1
MORGAN STANLEY added16,366$415K0.0%2026-Q1
BARTLETT & CO. WEALTH MANAGEMENT LLC14,455$396K0.0%2026-Q1
MML INVESTORS SERVICES, LLC added14,719$373K0.0%2026-Q1
HighTower Advisors, LLC13,939$354K0.0%2026-Q1
RAYMOND JAMES FINANCIAL INC13,893$352K0.0%2026-Q1
Private Advisor Group, LLC trimmed13,448$341K0.0%2026-Q1
Plancorp, LLC12,544$331K0.0%2026-Q1
KRAFT ASSET MANAGEMENT, LLC trimmed163,582$3M0.2%2025-Q2 stale
GC Wealth Management RIA, LLC90,597$2M0.1%2025-Q4 stale
PBMares Wealth Management LLC75,896$2M0.1%2025-Q3 stale
PFG Private Wealth Management, LLC new70,824$2M0.1%2025-Q3 stale
Marcum Wealth, LLC51,742$1M0.0%2025-Q1 stale
E-Wealth Partners, LLC new42,407$988K0.0%2025-Q4 stale
Cetera Investment Advisers added22,618$527K0.0%2025-Q4 stale
ROYAL BANK OF CANADA trimmed23,119$524K0.0%2025-Q3 stale
DBK Financial Counsel, LLC15,175$354K0.0%2025-Q4 stale
Empowered Funds, LLC new14,496$338K0.0%2025-Q4 stale
JANE STREET GROUP, LLC trimmed14,864$337K0.0%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