Skip to main content
Institutional Ownership · SEC Form 13F

Who owns BV Financial (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-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

66
Institutional holders
3M
Shares held (tracked funds)
36.3%
Of shares outstanding

How the tape is positioned

5 tracked funds added or opened BVFL while 3 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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 2026-Q1 and 2026-Q2, across 66 tracked filers holding BVFL, 37 increased or opened the position and 25 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

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 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.

Full exits 1

  • RAYMOND JAMES FINANCIAL INC$2M

Largest adds

  • BlackRock, Inc.$2M
  • GEODE CAPITAL MANAGEMENT, LLC$525K
  • DIMENSIONAL FUND ADVISORS LP$411K
  • GENDELL JEFFREY L$288K
  • Oppenheimer & Close, LLC$274K

Largest trims

  • VANGUARD CAPITAL MANAGEMENT LLC$630K
  • ALLIANCEBERNSTEIN L.P.$509K

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. trimmed764,934$15M16.5%2026-Q2
BlackRock, Inc. added593,526$13M14.1%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed305,938$6M7.3%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added174,351$4M4.2%2026-Q2
GENDELL JEFFREY L141,262$3M3.4%2026-Q2
Oppenheimer & Close, LLC134,533$3M3.2%2026-Q2
DIMENSIONAL FUND ADVISORS LP added128,692$3M3.1%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP115,248$2M2.7%2026-Q2
STATE STREET CORP trimmed100,798$2M2.4%2026-Q2
STILWELL VALUE LLC trimmed80,000$2M1.9%2026-Q2
Beartown Capital Management, LLC60,616$1M1.4%2026-Q2
NORTHERN TRUST CORP added52,896$1M1.3%2026-Q2
GOLDMAN SACHS GROUP INC trimmed51,050$1M1.2%2026-Q2
VANGUARD FIDUCIARY TRUST CO added45,934$973K1.1%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added45,499$964K1.1%2026-Q2
HSBC HOLDINGS PLC added39,888$856K1.0%2026-Q2
PANAGORA ASSET MANAGEMENT INC added28,375$601K0.7%2026-Q2
MORGAN STANLEY added26,775$567K0.6%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC added25,149$533K0.6%2026-Q2
BARCLAYS PLC trimmed22,779$482K0.5%2026-Q2
STRS OHIO added22,500$477K0.5%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed22,215$471K0.5%2026-Q2
Empowered Funds, LLC added22,149$469K0.5%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added21,941$465K0.5%2026-Q2
COURIER CAPITAL LLC20,913$443K0.5%2026-Q2
Bank of New York Mellon Corp added19,753$418K0.5%2026-Q2
CITADEL ADVISORS LLC trimmed18,677$396K0.4%2026-Q2
Saber Capital Managment, LLC trimmed17,314$367K0.4%2026-Q2
LOS ANGELES CAPITAL MANAGEMENT LLC added15,121$320K0.4%2026-Q2
AQR CAPITAL MANAGEMENT LLC new14,999$318K0.4%2026-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLC new13,544$287K0.3%2026-Q2
RITHOLTZ WEALTH MANAGEMENT new11,557$245K0.3%2026-Q2
RHUMBLINE ADVISERS trimmed9,611$204K0.2%2026-Q2
DEUTSCHE BANK AG\ added6,627$140K0.2%2026-Q2
WELLS FARGO & COMPANY/MN added5,682$120K0.1%2026-Q2
Russell Investments Group, Ltd. added5,488$116K0.1%2026-Q2
Vanguard Global Advisers, LLC3,762$80K0.1%2026-Q2
UBS Group AG trimmed3,446$73K0.1%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added3,315$70K0.1%2026-Q2
CITIGROUP INC added3,131$66K0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed3,125$66K0.1%2026-Q2
JPMORGAN CHASE & CO added2,906$62K0.1%2026-Q2
Police & Firemen's Retirement System of New Jersey1,961$42K0.0%2026-Q2
HARBOR INVESTMENT ADVISORY, LLC1,530$32K0.0%2026-Q2
ROYAL BANK OF CANADA added1,358$29K0.0%2026-Q2
Tower Research Capital LLC (TRC) trimmed1,092$23K0.0%2026-Q2
Blue Trust, Inc.1,070$23K0.0%2026-Q2
Ameritas Investment Partners, Inc.884$19K0.0%2026-Q2
Legal & General Group Plc added739$16K0.0%2026-Q2
FMR LLC added442$9K0.0%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND trimmed300$6K0.0%2026-Q2
Arax Advisory Partners added229$5K0.0%2026-Q2
Sterling Capital Management LLC trimmed128$3K0.0%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed93$2K0.0%2026-Q2
EverSource Wealth Advisors, LLC trimmed73$2K0.0%2026-Q2
GAMMA Investing LLC36$7620.0%2026-Q2
Essential Partners LLC trimmed27$5720.0%2026-Q2
Physician Wealth Advisors, Inc. new25$5300.0%2026-Q2
PNC Financial Services Group, Inc.22$4660.0%2026-Q2
Farther Finance Advisors, LLC added11$2340.0%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC11$2330.0%2026-Q2
ROTHSCHILD INVESTMENT LLC added7$1480.0%2026-Q2
IFP Advisors, Inc added6$1270.0%2026-Q2
Basecamp Wealth Advisors LLC added5$1060.0%2026-Q2
Fortitude Family Office, LLC new3$640.0%2026-Q2
True Wealth Design, LLC trimmed2$430.0%2026-Q2
RAYMOND JAMES FINANCIAL INC added110,071$2M2.4%2026-Q1 stale (1 quarter behind)
Covestor Ltd4,817$92K0.1%2026-Q1 stale (1 quarter behind)
CWM, LLC added488$9K0.0%2026-Q1 stale (1 quarter behind)
State of Wyoming trimmed236$5K0.0%2026-Q1 stale (1 quarter behind)
Allworth Financial LP new6$1150.0%2026-Q1 stale (1 quarter behind)
MAI Capital Management3$580.0%2026-Q1 stale (1 quarter behind)
Root Financial Partners, LLC new2$380.0%2026-Q1 stale (1 quarter behind)
Sunbelt Securities, Inc.1$190.0%2026-Q1 stale (1 quarter behind)
Avion Wealth50—0.0%2026-Q1 stale (1 quarter behind)
VANGUARD GROUP INC trimmed468,402$8M9.6%2025-Q4 stale (2 quarters behind)
TWO SIGMA INVESTMENTS, LP added13,377$243K0.3%2025-Q4 stale (2 quarters behind)
Nuveen, LLC11,285$205K0.2%2025-Q4 stale (2 quarters behind)
MetLife Investment Management, LLC trimmed5,217$95K0.1%2025-Q4 stale (2 quarters behind)
Larson Financial Group LLC trimmed346$6K0.0%2025-Q4 stale (2 quarters behind)
AMALGAMATED BANK trimmed255$5K0.0%2025-Q4 stale (2 quarters behind)
Fourthstone LLC trimmed297,624$5M5.4%2025-Q3 stale (3 quarters behind)
BlackBarn Capital Partners LP trimmed291,442$5M5.3%2025-Q3 stale (3 quarters behind)
JANE STREET GROUP, LLC trimmed13,799$222K0.3%2025-Q3 stale (3 quarters behind)
NISA INVESTMENT ADVISORS, LLC1,648$27K0.0%2025-Q3 stale (3 quarters behind)
Truffle Hound Capital, LLC trimmed60,158$916K1.0%2025-Q2 stale (4 quarters behind)
MARSHALL WACE, LLP new13,619$207K0.2%2025-Q2 stale (4 quarters behind)
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed12,788$195K0.2%2025-Q2 stale (4 quarters behind)
CONCOURSE FINANCIAL GROUP SECURITIES, INC.0—0.0%2025-Q2 stale (4 quarters behind)

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