Who owns 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-Q2 13F filings (latest filed 2026-08-18). 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
The tracked-fund tape on BSVO is one-sided between 2026-Q1 and 2026-Q2: 55 added or opened and 6 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 1.0pp 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 2026-Q1 and 2026-Q2, across 137 tracked filers holding BSVO, 54 increased or opened the position and 49 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 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 6
- Evanson Financial, LLC$7M
- GOLDMAN SACHS GROUP INC$4M
- Apollon Wealth Management, LLC$3M
- Kestra Advisory Services, LLC$693K
- Compass Ion Advisors, LLC$643K
- Vise Technologies, Inc.$514K
Full exits 3
- Evanson Asset Management, LLC$6M
- PARK AVENUE SECURITIES LLC$3M
- CWM, LLC$2M
Largest adds
- Focus Partners Wealth$130M
- Focus Partners Advisor Solutions, LLC$105M
- EverSource Wealth Advisors, LLC$20M
- AQR CAPITAL MANAGEMENT LLC$9M
- Kaufman Rossin Wealth, LLC$8M
- Squire Investment Management Company, LLC$7M
Largest trims
- Peirce Capital Management, LLC$18M
- INDEPENDENT FINANCIAL GROUP, LLC$860K
- UMB Bank, n.a.$489K
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 |
|---|---|---|---|---|
| Focus Partners Wealth trimmed | 36,844,044 | $1.1B | 45.6% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 21,101,929 | $616M | 26.1% | 2026-Q2 |
| Squire Investment Management Company, LLC added | 1,716,530 | $50M | 2.1% | 2026-Q2 |
| KEB ASSET MANAGEMENT, LLC trimmed | 1,602,242 | $47M | 2.0% | 2026-Q2 |
| Kaufman Rossin Wealth, LLC added | 1,408,620 | $41M | 1.7% | 2026-Q2 |
| CLARIS ADVISORS, LLC / MO / trimmed | 1,213,370 | $35M | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,149,671 | $34M | 1.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 991,507 | $29M | 1.2% | 2026-Q2 |
| Peirce Capital Management, LLC trimmed | 972,972 | $28M | 1.2% | 2026-Q2 |
| Friday Financial added | 810,376 | $23M | 1.0% | 2026-Q2 |
| Brady Martz Wealth Solutions, LLC added | 780,094 | $23M | 1.0% | 2026-Q2 |
| Capstone Wealth Management, LLC trimmed | 711,693 | $21M | 0.9% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 674,171 | $20M | 0.8% | 2026-Q2 |
| Gibson Capital, LLC added | 656,307 | $19M | 0.8% | 2026-Q2 |
| HMV Wealth Advisors, LLC added | 646,657 | $19M | 0.8% | 2026-Q2 |
| Forum Financial Management, LP trimmed | 634,359 | $19M | 0.8% | 2026-Q2 |
| HBE Wealth Management, LLC added | 620,965 | $18M | 0.8% | 2026-Q2 |
| Vistica Wealth Advisors, LLC added | 603,279 | $18M | 0.7% | 2026-Q2 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC trimmed | 512,763 | $15M | 0.6% | 2026-Q2 |
| DOPKINS WEALTH MANAGEMENT, LLC trimmed | 397,068 | $12M | 0.5% | 2026-Q2 |
| JDH Wealth Management, LLC trimmed | 350,048 | $10M | 0.4% | 2026-Q2 |
| Lauterbach Financial Advisors, LLC trimmed | 328,483 | $10M | 0.4% | 2026-Q2 |
| Aerodigm Wealth, LLC added | 273,176 | $8M | 0.3% | 2026-Q2 |
| COGENT STRATEGIC WEALTH LLC trimmed | 254,633 | $7M | 0.3% | 2026-Q2 |
| Evanson Financial, LLC new | 254,549 | $7M | 0.3% | 2026-Q2 |
| Allworth Financial LP trimmed | 223,574 | $7M | 0.3% | 2026-Q2 |
| NORTHWEST WEALTH MANAGEMENT, LLC trimmed | 218,894 | $6M | 0.3% | 2026-Q2 |
| POINCIANA ADVISORS GROUP, LLC trimmed | 218,043 | $7M | 0.3% | 2026-Q2 |
| Hill Investment Group Partners, LLC trimmed | 204,738 | $6M | 0.3% | 2026-Q2 |
| Prism Planning Partners LLC added | 203,141 | $6M | 0.3% | 2026-Q2 |
| CogentBlue Wealth Advisors, LLC added | 195,926 | $6M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 195,859 | $6M | 0.2% | 2026-Q2 |
| RB Capital Management, LLC added | 194,169 | $6M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 185,900 | $5M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 181,735 | $5M | 0.2% | 2026-Q2 |
| Mariner, LLC added | 174,052 | $5M | 0.2% | 2026-Q2 |
| Parkwoods Wealth Partners, LLC trimmed | 171,369 | $5M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 151,029 | $4M | 0.2% | 2026-Q2 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC trimmed | 147,232 | $4M | 0.2% | 2026-Q2 |
| BAYSHORE ASSET MANAGEMENT, LLC trimmed | 143,661 | $4M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 125,104 | $4M | 0.2% | 2026-Q2 |
| Berger Financial Group, Inc | 122,097 | $4M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 121,012 | $4M | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC new | 116,460 | $3M | 0.1% | 2026-Q2 |
| Oath Planning, LLC trimmed | 106,256 | $3M | 0.1% | 2026-Q2 |
| IFG Advisors, LLC trimmed | 105,525 | $3M | 0.1% | 2026-Q2 |
| Curi Capital, LLC | 82,395 | $2M | 0.1% | 2026-Q2 |
| Smartleaf Asset Management LLC | 81,279 | $2M | 0.1% | 2026-Q2 |
| EARNED WEALTH ADVISORS, LLC trimmed | 79,693 | $2M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 79,359 | $2M | 0.1% | 2026-Q2 |
| Apella Capital, LLC | 75,972 | $2M | 0.1% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 75,365 | $2M | 0.1% | 2026-Q2 |
| Integrity Wealth Solutions LLC | 71,538 | $2M | 0.1% | 2026-Q2 |
| Wedmont Private Capital | 60,468 | $2M | 0.1% | 2026-Q2 |
| Waterfront Wealth Inc. | 55,203 | $2M | 0.1% | 2026-Q2 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 52,645 | $2M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 52,634 | $2M | 0.1% | 2026-Q2 |
| UMB Bank, n.a. trimmed | 49,293 | $1M | 0.1% | 2026-Q2 |
| Ballentine Partners, LLC | 49,265 | $1M | 0.1% | 2026-Q2 |
| Krilogy Financial LLC added | 48,203 | $1M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 45,711 | $1M | 0.1% | 2026-Q2 |
| Belleair Asset Management, LLC trimmed | 43,643 | $1M | 0.1% | 2026-Q2 |
| BAKER TILLY WEALTH MANAGEMENT, LLC trimmed | 42,522 | $1M | 0.1% | 2026-Q2 |
| RF&L WEALTH MANAGEMENT, LLC trimmed | 41,776 | $1M | 0.1% | 2026-Q2 |
| Daytona Street Capital LLC | 37,239 | $1M | 0.0% | 2026-Q2 |
| Savant Capital, LLC trimmed | 35,649 | $1M | 0.0% | 2026-Q2 |
| E-Wealth Partners, LLC trimmed | 34,103 | $995K | 0.0% | 2026-Q2 |
| Cresset Asset Management, LLC | 34,051 | $994K | 0.0% | 2026-Q2 |
| Symmetry Partners, LLC trimmed | 34,011 | $993K | 0.0% | 2026-Q2 |
| Creative Planning | 32,115 | $937K | 0.0% | 2026-Q2 |
| Discipline Wealth Solutions, LLC trimmed | 30,529 | $891K | 0.0% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC added | 30,113 | $764K | 0.0% | 2026-Q2 |
| CHOREO, LLC trimmed | 27,180 | $793K | 0.0% | 2026-Q2 |
| Fiduciary Trust Co | 26,773 | $781K | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 23,732 | $693K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 23,238 | $678K | 0.0% | 2026-Q2 |
| Visionary Wealth Advisors | 23,118 | $675K | 0.0% | 2026-Q2 |
| Compass Ion Advisors, LLC new | 22,025 | $643K | 0.0% | 2026-Q2 |
| Beaird Harris Wealth Management, LLC | 21,728 | $634K | 0.0% | 2026-Q2 |
| Madrid Financial Services | 19,705 | $575K | 0.0% | 2026-Q2 |
| Vise Technologies, Inc. new | 17,601 | $514K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 17,601 | $514K | 0.0% | 2026-Q2 |
| Cassaday & Co Wealth Management LLC | 17,415 | $508K | 0.0% | 2026-Q2 |
| Clark Asset Management, LLC | 17,159 | $501K | 0.0% | 2026-Q2 |
| Pathstone Holdings, LLC | 16,897 | $493K | 0.0% | 2026-Q2 |
| KILNER CAPITAL ADVISORS, LLC trimmed | 15,862 | $458K | 0.0% | 2026-Q2 |
| DBK Financial Counsel, LLC | 15,175 | $443K | 0.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 14,819 | $433K | 0.0% | 2026-Q2 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 14,455 | $422K | 0.0% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 14,431 | $421K | 0.0% | 2026-Q2 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC trimmed | 14,211 | $415K | 0.0% | 2026-Q2 |
| Sanctuary Advisors, LLC new | 14,066 | $411K | 0.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC | 13,893 | $406K | 0.0% | 2026-Q2 |
| Intentional Wealth Strategies, LLC added | 12,904 | $377K | 0.0% | 2026-Q2 |
| Plancorp, LLC | 12,544 | $364K | 0.0% | 2026-Q2 |
| COFG Advisors, LLC | 12,192 | $356K | 0.0% | 2026-Q2 |
| BWM Planning, LLC | 12,191 | $356K | 0.0% | 2026-Q2 |
| Arax Advisory Partners new | 11,745 | $343K | 0.0% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 11,645 | $340K | 0.0% | 2026-Q2 |
| LJI Wealth Management, LLC trimmed | 11,504 | $336K | 0.0% | 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.