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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Focus Partners Wealth added | 37,257,857 | $945M | 46.4% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 20,135,575 | $511M | 25.1% | 2026-Q1 |
| Peirce Capital Management, LLC trimmed | 1,817,517 | $46M | 2.3% | 2026-Q1 |
| Squire Investment Management Company, LLC added | 1,707,209 | $43M | 2.1% | 2026-Q1 |
| KEB ASSET MANAGEMENT, LLC trimmed | 1,616,450 | $41M | 2.0% | 2026-Q1 |
| Kaufman Rossin Wealth, LLC added | 1,276,766 | $32M | 1.6% | 2026-Q1 |
| CLARIS ADVISORS, LLC / MO / added | 1,222,832 | $31M | 1.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,151,327 | $29M | 1.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 799,815 | $20M | 1.0% | 2026-Q1 |
| Brady Martz Wealth Solutions, LLC added | 779,088 | $20M | 1.0% | 2026-Q1 |
| Friday Financial added | 770,945 | $20M | 1.0% | 2026-Q1 |
| Capstone Wealth Management, LLC added | 718,412 | $18M | 0.9% | 2026-Q1 |
| Forum Financial Management, LP trimmed | 645,859 | $16M | 0.8% | 2026-Q1 |
| Gibson Capital, LLC added | 622,367 | $16M | 0.8% | 2026-Q1 |
| HBE Wealth Management, LLC added | 618,827 | $16M | 0.8% | 2026-Q1 |
| Vistica Wealth Advisors, LLC trimmed | 577,227 | $15M | 0.7% | 2026-Q1 |
| HMV Wealth Advisors, LLC trimmed | 536,902 | $14M | 0.7% | 2026-Q1 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC trimmed | 522,314 | $13M | 0.7% | 2026-Q1 |
| DOPKINS WEALTH MANAGEMENT, LLC added | 397,894 | $10M | 0.5% | 2026-Q1 |
| JDH Wealth Management, LLC trimmed | 375,275 | $10M | 0.5% | 2026-Q1 |
| Lauterbach Financial Advisors, LLC trimmed | 334,410 | $8M | 0.4% | 2026-Q1 |
| Aerodigm Wealth, LLC added | 268,258 | $7M | 0.3% | 2026-Q1 |
| COGENT STRATEGIC WEALTH LLC trimmed | 260,550 | $7M | 0.3% | 2026-Q1 |
| Allworth Financial LP trimmed | 252,621 | $6M | 0.3% | 2026-Q1 |
| POINCIANA ADVISORS GROUP, LLC trimmed | 245,266 | $6M | 0.3% | 2026-Q1 |
| Evanson Asset Management, LLC | 232,232 | $6M | 0.3% | 2026-Q1 |
| NORTHWEST WEALTH MANAGEMENT, LLC added | 220,481 | $6M | 0.3% | 2026-Q1 |
| Hill Investment Group Partners, LLC trimmed | 215,339 | $5M | 0.3% | 2026-Q1 |
| Prism Planning Partners LLC added | 199,698 | $5M | 0.2% | 2026-Q1 |
| CogentBlue Wealth Advisors, LLC added | 187,398 | $5M | 0.2% | 2026-Q1 |
| Parkwoods Wealth Partners, LLC trimmed | 186,004 | $5M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 181,807 | $5M | 0.2% | 2026-Q1 |
| RB Capital Management, LLC added | 180,951 | $5M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 178,300 | $5M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 167,507 | $4M | 0.2% | 2026-Q1 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC trimmed | 150,748 | $4M | 0.2% | 2026-Q1 |
| BAYSHORE ASSET MANAGEMENT, LLC added | 146,239 | $4M | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 136,903 | $3M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 135,300 | $3M | 0.2% | 2026-Q1 |
| Berger Financial Group, Inc trimmed | 122,097 | $3M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 111,694 | $3M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 108,713 | $3M | 0.1% | 2026-Q1 |
| Oath Planning, LLC added | 107,790 | $3M | 0.1% | 2026-Q1 |
| IFG Advisors, LLC trimmed | 106,742 | $3M | 0.1% | 2026-Q1 |
| CWM, LLC trimmed | 95,896 | $2M | 0.1% | 2026-Q1 |
| EARNED WEALTH ADVISORS, LLC trimmed | 83,822 | $2M | 0.1% | 2026-Q1 |
| Curi Capital, LLC | 82,395 | $2M | 0.1% | 2026-Q1 |
| Apella Capital, LLC added | 75,972 | $2M | 0.1% | 2026-Q1 |
| Smartleaf Asset Management LLC trimmed | 81,279 | $2M | 0.1% | 2026-Q1 |
| UMB Bank, n.a. new | 75,990 | $2M | 0.1% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 75,325 | $2M | 0.1% | 2026-Q1 |
| IEQ CAPITAL, LLC | 72,529 | $2M | 0.1% | 2026-Q1 |
| Integrity Wealth Solutions LLC | 71,538 | $2M | 0.1% | 2026-Q1 |
| Wedmont Private Capital trimmed | 60,468 | $2M | 0.1% | 2026-Q1 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 52,645 | $1M | 0.1% | 2026-Q1 |
| Waterfront Wealth Inc. | 55,203 | $1M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 52,634 | $1M | 0.1% | 2026-Q1 |
| Ballentine Partners, LLC | 49,265 | $1M | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 47,291 | $1M | 0.1% | 2026-Q1 |
| Krilogy Financial LLC | 43,323 | $1M | 0.1% | 2026-Q1 |
| Belleair Asset Management, LLC added | 44,524 | $1M | 0.1% | 2026-Q1 |
| RF&L WEALTH MANAGEMENT, LLC added | 43,506 | $1M | 0.1% | 2026-Q1 |
| BAKER TILLY WEALTH MANAGEMENT, LLC trimmed | 42,829 | $1M | 0.1% | 2026-Q1 |
| Savant Capital, LLC | 38,808 | $985K | 0.0% | 2026-Q1 |
| Daytona Street Capital LLC new | 37,239 | $955K | 0.0% | 2026-Q1 |
| Symmetry Partners, LLC trimmed | 37,463 | $950K | 0.0% | 2026-Q1 |
| Cresset Asset Management, LLC | 34,051 | $864K | 0.0% | 2026-Q1 |
| Creative Planning trimmed | 32,115 | $815K | 0.0% | 2026-Q1 |
| Discipline Wealth Solutions, LLC trimmed | 31,580 | $801K | 0.0% | 2026-Q1 |
| CHOREO, LLC new | 28,389 | $720K | 0.0% | 2026-Q1 |
| Fiduciary Trust Co | 26,773 | $679K | 0.0% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC | 26,828 | $625K | 0.0% | 2026-Q1 |
| Visionary Wealth Advisors | 23,118 | $587K | 0.0% | 2026-Q1 |
| Beaird Harris Wealth Management, LLC trimmed | 21,728 | $551K | 0.0% | 2026-Q1 |
| LJI Wealth Management, LLC trimmed | 20,306 | $515K | 0.0% | 2026-Q1 |
| Madrid Financial Services new | 19,705 | $500K | 0.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 18,342 | $465K | 0.0% | 2026-Q1 |
| Cassaday & Co Wealth Management LLC | 17,415 | $442K | 0.0% | 2026-Q1 |
| Clark Asset Management, LLC new | 17,159 | $435K | 0.0% | 2026-Q1 |
| Pathstone Holdings, LLC | 16,897 | $429K | 0.0% | 2026-Q1 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC trimmed | 16,756 | $425K | 0.0% | 2026-Q1 |
| KILNER CAPITAL ADVISORS, LLC | 16,410 | $416K | 0.0% | 2026-Q1 |
| MORGAN STANLEY added | 16,366 | $415K | 0.0% | 2026-Q1 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 14,455 | $396K | 0.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 14,719 | $373K | 0.0% | 2026-Q1 |
| HighTower Advisors, LLC | 13,939 | $354K | 0.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC | 13,893 | $352K | 0.0% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 13,448 | $341K | 0.0% | 2026-Q1 |
| Plancorp, LLC | 12,544 | $331K | 0.0% | 2026-Q1 |
| KRAFT ASSET MANAGEMENT, LLC trimmed | 163,582 | $3M | 0.2% | 2025-Q2 stale |
| GC Wealth Management RIA, LLC | 90,597 | $2M | 0.1% | 2025-Q4 stale |
| PBMares Wealth Management LLC | 75,896 | $2M | 0.1% | 2025-Q3 stale |
| PFG Private Wealth Management, LLC new | 70,824 | $2M | 0.1% | 2025-Q3 stale |
| Marcum Wealth, LLC | 51,742 | $1M | 0.0% | 2025-Q1 stale |
| E-Wealth Partners, LLC new | 42,407 | $988K | 0.0% | 2025-Q4 stale |
| Cetera Investment Advisers added | 22,618 | $527K | 0.0% | 2025-Q4 stale |
| ROYAL BANK OF CANADA trimmed | 23,119 | $524K | 0.0% | 2025-Q3 stale |
| DBK Financial Counsel, LLC | 15,175 | $354K | 0.0% | 2025-Q4 stale |
| Empowered Funds, LLC new | 14,496 | $338K | 0.0% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 14,864 | $337K | 0.0% | 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.
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.