Who owns BV Financial, Inc. (BVFL)
Which tracked institutional funds hold BVFL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BVFL 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 BVFL is one-sided between 2025-Q4 and 2026-Q1: 7 added or opened and 2 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
BVFL’s largest tracked holder by dollar value, ALLIANCEBERNSTEIN L.P., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% 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 BVFL 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 67 tracked filers holding BVFL, 25 increased or opened the position and 32 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 BVFL 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 3
- VANGUARD CAPITAL MANAGEMENT LLC$7M
- VANGUARD FIDUCIARY TRUST CO$871K
- VANGUARD PORTFOLIO MANAGEMENT LLC$762K
Full exits 1
- VANGUARD GROUP INC$8M
Largest adds
- BlackRock, Inc.$907K
- GOLDMAN SACHS GROUP INC$417K
- HSBC HOLDINGS PLC$327K
- RAYMOND JAMES FINANCIAL INC$283K
Largest trims
- ALLIANCEBERNSTEIN L.P.$1M
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 |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. trimmed | 835,165 | $15M | 17.2% | 2026-Q1 |
| BlackRock, Inc. added | 567,345 | $11M | 12.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 371,457 | $7M | 8.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 165,508 | $3M | 3.6% | 2026-Q1 |
| GENDELL JEFFREY L | 141,262 | $3M | 3.1% | 2026-Q1 |
| Oppenheimer & Close, LLC trimmed | 134,533 | $3M | 2.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 120,933 | $2M | 2.6% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 115,248 | $2M | 2.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 110,071 | $2M | 2.4% | 2026-Q1 |
| STATE STREET CORP trimmed | 106,042 | $2M | 2.3% | 2026-Q1 |
| STILWELL VALUE LLC trimmed | 90,000 | $2M | 2.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 62,752 | $1M | 1.4% | 2026-Q1 |
| Beartown Capital Management, LLC | 60,616 | $1M | 1.3% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 50,468 | $966K | 1.1% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 45,481 | $871K | 1.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 39,834 | $762K | 0.9% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 37,923 | $733K | 0.8% | 2026-Q1 |
| Saber Capital Managment, LLC trimmed | 31,566 | $604K | 0.7% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC | 28,285 | $541K | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 23,771 | $455K | 0.5% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 23,571 | $451K | 0.5% | 2026-Q1 |
| BARCLAYS PLC trimmed | 23,078 | $442K | 0.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 21,807 | $417K | 0.5% | 2026-Q1 |
| COURIER CAPITAL LLC trimmed | 20,913 | $400K | 0.5% | 2026-Q1 |
| Empowered Funds, LLC added | 20,571 | $394K | 0.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 20,156 | $386K | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 17,836 | $341K | 0.4% | 2026-Q1 |
| STRS OHIO | 13,100 | $251K | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 10,184 | $195K | 0.2% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 7,202 | $138K | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 5,000 | $96K | 0.1% | 2026-Q1 |
| Covestor Ltd | 4,817 | $92K | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 4,033 | $77K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 3,762 | $72K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 3,252 | $62K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 3,210 | $61K | 0.1% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 1,021 | $59K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 2,890 | $55K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 2,596 | $50K | 0.1% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 1,961 | $38K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,667 | $32K | 0.0% | 2026-Q1 |
| HARBOR INVESTMENT ADVISORY, LLC | 1,530 | $29K | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 1,462 | $28K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 1,388 | $27K | 0.0% | 2026-Q1 |
| CITIGROUP INC added | 1,346 | $26K | 0.0% | 2026-Q1 |
| Blue Trust, Inc. new | 1,070 | $20K | 0.0% | 2026-Q1 |
| Ameritas Investment Partners, Inc. | 884 | $17K | 0.0% | 2026-Q1 |
| Legal & General Group Plc trimmed | 508 | $10K | 0.0% | 2026-Q1 |
| CWM, LLC added | 488 | $9K | 0.0% | 2026-Q1 |
| FMR LLC added | 388 | $7K | 0.0% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 380 | $7K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 310 | $6K | 0.0% | 2026-Q1 |
| State of Wyoming trimmed | 236 | $5K | 0.0% | 2026-Q1 |
| Sterling Capital Management LLC trimmed | 228 | $4K | 0.0% | 2026-Q1 |
| Essential Partners LLC | 115 | $2K | 0.0% | 2026-Q1 |
| GAMMA Investing LLC new | 36 | $689 | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 22 | $421 | 0.0% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 11 | $211 | 0.0% | 2026-Q1 |
| Allworth Financial LP new | 6 | $115 | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 6 | $114 | 0.0% | 2026-Q1 |
| MAI Capital Management | 3 | $58 | 0.0% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC added | 3 | $57 | 0.0% | 2026-Q1 |
| Root Financial Partners, LLC new | 2 | $38 | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 2 | $38 | 0.0% | 2026-Q1 |
| Arax Advisory Partners trimmed | 1 | $19 | 0.0% | 2026-Q1 |
| Sunbelt Securities, Inc. | 1 | $19 | 0.0% | 2026-Q1 |
| Avion Wealth | 50 | — | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 468,402 | $8M | 9.7% | 2025-Q4 stale |
| Fourthstone LLC trimmed | 297,624 | $5M | 5.5% | 2025-Q3 stale |
| BlackBarn Capital Partners LP trimmed | 291,442 | $5M | 5.3% | 2025-Q3 stale |
| MILLENNIUM MANAGEMENT LLC added | 164,952 | $3M | 2.9% | 2025-Q1 stale |
| Truffle Hound Capital, LLC trimmed | 60,158 | $916K | 1.0% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 27,010 | $411K | 0.5% | 2025-Q2 stale |
| Qube Research & Technologies Ltd trimmed | 18,871 | $288K | 0.3% | 2025-Q1 stale |
| Schonfeld Strategic Advisors LLC trimmed | 18,629 | $284K | 0.3% | 2025-Q1 stale |
| HRT FINANCIAL LP new | 17,820 | $271K | 0.3% | 2025-Q1 stale |
| TWO SIGMA INVESTMENTS, LP added | 13,377 | $243K | 0.3% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 13,799 | $222K | 0.3% | 2025-Q3 stale |
| MARSHALL WACE, LLP new | 13,619 | $207K | 0.2% | 2025-Q2 stale |
| Nuveen, LLC | 11,285 | $205K | 0.2% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 12,788 | $195K | 0.2% | 2025-Q2 stale |
| Jain Global LLC new | 11,220 | $171K | 0.2% | 2025-Q1 stale |
| BALYASNY ASSET MANAGEMENT L.P. new | 10,836 | $165K | 0.2% | 2025-Q1 stale |
| Cubist Systematic Strategies, LLC trimmed | 6,576 | $100K | 0.1% | 2025-Q1 stale |
| MetLife Investment Management, LLC trimmed | 5,217 | $95K | 0.1% | 2025-Q4 stale |
| Point72 Asia (Singapore) Pte. Ltd. trimmed | 5,330 | $81K | 0.1% | 2025-Q1 stale |
| NISA INVESTMENT ADVISORS, LLC | 1,648 | $27K | 0.0% | 2025-Q3 stale |
| Larson Financial Group LLC trimmed | 346 | $6K | 0.0% | 2025-Q4 stale |
| AMALGAMATED BANK trimmed | 255 | $5K | 0.0% | 2025-Q4 stale |
| Point72 (DIFC) Ltd trimmed | 60 | $916 | 0.0% | 2025-Q1 stale |
| COLDSTREAM CAPITAL MANAGEMENT INC new | 50 | $763 | 0.0% | 2025-Q1 stale |
| True Wealth Design, LLC new | 3 | $49 | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.