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Institutional Ownership · SEC Form 13F

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.

67
Institutional holders
3M
Shares held (tracked funds)
38.0%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
ALLIANCEBERNSTEIN L.P. trimmed835,165$15M17.2%2026-Q1
BlackRock, Inc. added567,345$11M12.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new371,457$7M8.1%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed165,508$3M3.6%2026-Q1
GENDELL JEFFREY L141,262$3M3.1%2026-Q1
Oppenheimer & Close, LLC trimmed134,533$3M2.9%2026-Q1
DIMENSIONAL FUND ADVISORS LP added120,933$2M2.6%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP115,248$2M2.5%2026-Q1
RAYMOND JAMES FINANCIAL INC added110,071$2M2.4%2026-Q1
STATE STREET CORP trimmed106,042$2M2.3%2026-Q1
STILWELL VALUE LLC trimmed90,000$2M2.0%2026-Q1
GOLDMAN SACHS GROUP INC added62,752$1M1.4%2026-Q1
Beartown Capital Management, LLC60,616$1M1.3%2026-Q1
NORTHERN TRUST CORP trimmed50,468$966K1.1%2026-Q1
VANGUARD FIDUCIARY TRUST CO new45,481$871K1.0%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new39,834$762K0.9%2026-Q1
HSBC HOLDINGS PLC added37,923$733K0.8%2026-Q1
Saber Capital Managment, LLC trimmed31,566$604K0.7%2026-Q1
PANAGORA ASSET MANAGEMENT INC28,285$541K0.6%2026-Q1
BANK OF AMERICA CORP /DE/ added23,771$455K0.5%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC added23,571$451K0.5%2026-Q1
BARCLAYS PLC trimmed23,078$442K0.5%2026-Q1
MORGAN STANLEY trimmed21,807$417K0.5%2026-Q1
COURIER CAPITAL LLC trimmed20,913$400K0.5%2026-Q1
Empowered Funds, LLC added20,571$394K0.4%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed20,156$386K0.4%2026-Q1
Bank of New York Mellon Corp trimmed17,836$341K0.4%2026-Q1
STRS OHIO13,100$251K0.3%2026-Q1
RHUMBLINE ADVISERS trimmed10,184$195K0.2%2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC trimmed7,202$138K0.2%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND5,000$96K0.1%2026-Q1
Covestor Ltd4,817$92K0.1%2026-Q1
UBS Group AG trimmed4,033$77K0.1%2026-Q1
Vanguard Global Advisers, LLC new3,762$72K0.1%2026-Q1
DEUTSCHE BANK AG\ trimmed3,252$62K0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed3,210$61K0.1%2026-Q1
EverSource Wealth Advisors, LLC added1,021$59K0.1%2026-Q1
JPMORGAN CHASE & CO trimmed2,890$55K0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed2,596$50K0.1%2026-Q1
Police & Firemen's Retirement System of New Jersey1,961$38K0.0%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed1,667$32K0.0%2026-Q1
HARBOR INVESTMENT ADVISORY, LLC1,530$29K0.0%2026-Q1
Russell Investments Group, Ltd. trimmed1,462$28K0.0%2026-Q1
Tower Research Capital LLC (TRC) added1,388$27K0.0%2026-Q1
CITIGROUP INC added1,346$26K0.0%2026-Q1
Blue Trust, Inc. new1,070$20K0.0%2026-Q1
Ameritas Investment Partners, Inc.884$17K0.0%2026-Q1
Legal & General Group Plc trimmed508$10K0.0%2026-Q1
CWM, LLC added488$9K0.0%2026-Q1
FMR LLC added388$7K0.0%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed380$7K0.0%2026-Q1
ROYAL BANK OF CANADA trimmed310$6K0.0%2026-Q1
State of Wyoming trimmed236$5K0.0%2026-Q1
Sterling Capital Management LLC trimmed228$4K0.0%2026-Q1
Essential Partners LLC115$2K0.0%2026-Q1
GAMMA Investing LLC new36$6890.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added22$4210.0%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC11$2110.0%2026-Q1
Allworth Financial LP new6$1150.0%2026-Q1
Farther Finance Advisors, LLC trimmed6$1140.0%2026-Q1
MAI Capital Management3$580.0%2026-Q1
ROTHSCHILD INVESTMENT LLC added3$570.0%2026-Q1
Root Financial Partners, LLC new2$380.0%2026-Q1
IFP Advisors, Inc2$380.0%2026-Q1
Arax Advisory Partners trimmed1$190.0%2026-Q1
Sunbelt Securities, Inc.1$190.0%2026-Q1
Avion Wealth500.0%2026-Q1
VANGUARD GROUP INC trimmed468,402$8M9.7%2025-Q4 stale
Fourthstone LLC trimmed297,624$5M5.5%2025-Q3 stale
BlackBarn Capital Partners LP trimmed291,442$5M5.3%2025-Q3 stale
MILLENNIUM MANAGEMENT LLC added164,952$3M2.9%2025-Q1 stale
Truffle Hound Capital, LLC trimmed60,158$916K1.0%2025-Q2 stale
CITADEL ADVISORS LLC added27,010$411K0.5%2025-Q2 stale
Qube Research & Technologies Ltd trimmed18,871$288K0.3%2025-Q1 stale
Schonfeld Strategic Advisors LLC trimmed18,629$284K0.3%2025-Q1 stale
HRT FINANCIAL LP new17,820$271K0.3%2025-Q1 stale
TWO SIGMA INVESTMENTS, LP added13,377$243K0.3%2025-Q4 stale
JANE STREET GROUP, LLC trimmed13,799$222K0.3%2025-Q3 stale
MARSHALL WACE, LLP new13,619$207K0.2%2025-Q2 stale
Nuveen, LLC11,285$205K0.2%2025-Q4 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed12,788$195K0.2%2025-Q2 stale
Jain Global LLC new11,220$171K0.2%2025-Q1 stale
BALYASNY ASSET MANAGEMENT L.P. new10,836$165K0.2%2025-Q1 stale
Cubist Systematic Strategies, LLC trimmed6,576$100K0.1%2025-Q1 stale
MetLife Investment Management, LLC trimmed5,217$95K0.1%2025-Q4 stale
Point72 Asia (Singapore) Pte. Ltd. trimmed5,330$81K0.1%2025-Q1 stale
NISA INVESTMENT ADVISORS, LLC1,648$27K0.0%2025-Q3 stale
Larson Financial Group LLC trimmed346$6K0.0%2025-Q4 stale
AMALGAMATED BANK trimmed255$5K0.0%2025-Q4 stale
Point72 (DIFC) Ltd trimmed60$9160.0%2025-Q1 stale
COLDSTREAM CAPITAL MANAGEMENT INC new50$7630.0%2025-Q1 stale
True Wealth Design, LLC new3$490.0%2025-Q3 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

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