Who owns BVS
Which tracked institutional funds hold BVS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BVS company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
47 tracked funds added or opened BVS while 19 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
BVS’s largest tracked holder by dollar value, Essex Woodlands Management, Inc., sizes it at 47.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 47.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BVS 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 157 tracked filers holding BVS, 87 increased or opened the position and 67 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 BVS 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 12
- VANGUARD CAPITAL MANAGEMENT LLC$16M
- VANGUARD PORTFOLIO MANAGEMENT LLC$9M
- VANGUARD FIDUCIARY TRUST CO$3M
- Engine Capital Management, LP$3M
- WEDGE CAPITAL MANAGEMENT L L P/NC$2M
- PRUDENTIAL FINANCIAL INC$2M
Full exits 6
- VANGUARD GROUP INC$22M
- Divisadero Street Capital Management, LP$1M
- Connor, Clark & Lunn Investment Management Ltd.$739K
- TWO SIGMA ADVISERS, LP$724K
- COMERICA BANK$655K
- PRINCIPAL FINANCIAL GROUP INC$605K
Largest adds
- Essex Woodlands Management, Inc.$22M
- Juniper Investment Company, LLC$12M
- Nantahala Capital Management, LLC$11M
- BlackRock, Inc.$5M
- ROYCE & ASSOCIATES LP$5M
- Hillsdale Investment Management Inc.$4M
Largest trims
- Buckley Capital Advisors, LLC$2M
- Qube Research & Technologies Ltd$2M
- Eversept Partners, LP$2M
- JANE STREET GROUP, LLC$1M
- MARSHALL WACE, LLP$1M
- JACOBS LEVY EQUITY MANAGEMENT, INC$677K
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 |
|---|---|---|---|---|
| Essex Woodlands Management, Inc. | 13,021,324 | $119M | 22.3% | 2026-Q1 |
| Juniper Investment Company, LLC | 6,939,357 | $63M | 11.9% | 2026-Q1 |
| Nantahala Capital Management, LLC added | 6,122,403 | $56M | 10.5% | 2026-Q1 |
| BlackRock, Inc. added | 3,435,914 | $32M | 6.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,714,707 | $16M | 2.9% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 1,541,282 | $14M | 2.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,168,247 | $11M | 2.0% | 2026-Q1 |
| STATE STREET CORP added | 1,104,878 | $10M | 2.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 973,004 | $9M | 1.7% | 2026-Q1 |
| Engine Capital Management, LP added | 900,558 | $9M | 1.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 873,138 | $8M | 1.5% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 748,358 | $7M | 1.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 736,000 | $7M | 1.3% | 2026-Q2 |
| Hillsdale Investment Management Inc. added | 671,139 | $6M | 1.2% | 2026-Q1 |
| OBERWEIS ASSET MANAGEMENT INC/ added | 628,114 | $6M | 1.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 619,803 | $6M | 1.1% | 2026-Q1 |
| ESSEX INVESTMENT MANAGEMENT CO LLC added | 603,258 | $6M | 1.0% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 474,971 | $4M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 473,384 | $4M | 0.8% | 2026-Q1 |
| FMR LLC added | 452,850 | $4M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 373,942 | $3M | 0.6% | 2026-Q1 |
| NORTHERN TRUST CORP added | 362,823 | $3M | 0.6% | 2026-Q1 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. added | 345,000 | $3M | 0.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 326,124 | $3M | 0.6% | 2026-Q2 |
| ACADIAN ASSET MANAGEMENT LLC added | 333,115 | $3M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 320,973 | $3M | 0.6% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 305,517 | $3M | 0.5% | 2026-Q1 |
| SEI INVESTMENTS CO added | 289,648 | $3M | 0.5% | 2026-Q1 |
| Knights of Columbus Asset Advisors LLC trimmed | 288,738 | $3M | 0.5% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 279,167 | $3M | 0.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 258,801 | $2M | 0.4% | 2026-Q1 |
| WEDGE CAPITAL MANAGEMENT L L P/NC new | 241,826 | $2M | 0.4% | 2026-Q1 |
| Trexquant Investment LP added | 240,372 | $2M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 230,625 | $2M | 0.4% | 2026-Q2 |
| Squarepoint Ops LLC added | 220,853 | $2M | 0.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 203,512 | $2M | 0.4% | 2026-Q2 |
| Meros Investment Management, LP trimmed | 207,720 | $2M | 0.4% | 2026-Q1 |
| HRT FINANCIAL LP added | 203,645 | $2M | 0.3% | 2026-Q1 |
| Anderson Financial Strategies, LLC trimmed | 172,900 | $2M | 0.3% | 2026-Q1 |
| Legato Capital Management LLC added | 200,336 | $2M | 0.3% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 193,800 | $2M | 0.3% | 2026-Q1 |
| Inspire Investing, LLC new | 182,918 | $2M | 0.3% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 169,713 | $2M | 0.3% | 2026-Q2 |
| FIFTH THIRD BANCORP new | 161,926 | $1M | 0.3% | 2026-Q1 |
| Eversept Partners, LP trimmed | 159,110 | $1M | 0.3% | 2026-Q1 |
| Mariner, LLC trimmed | 152,329 | $1M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 148,662 | $1M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 143,909 | $1M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 133,021 | $1M | 0.2% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 130,317 | $1M | 0.2% | 2026-Q1 |
| GLOBEFLEX CAPITAL L P added | 123,052 | $1M | 0.2% | 2026-Q1 |
| Brooklyn Investment Group added | 116,219 | $1M | 0.2% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 113,543 | $1M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 103,528 | $945K | 0.2% | 2026-Q1 |
| WESBANCO BANK INC new | 98,000 | $895K | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 97,552 | $891K | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 98,495 | $883K | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | 88,000 | $803K | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 86,057 | $786K | 0.1% | 2026-Q1 |
| Buckley Capital Advisors, LLC trimmed | 81,798 | $747K | 0.1% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 79,913 | $730K | 0.1% | 2026-Q1 |
| DIKER MANAGEMENT LLC added | 75,136 | $686K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 72,023 | $658K | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 64,795 | $592K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 64,228 | $586K | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 63,896 | $583K | 0.1% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 61,117 | $577K | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 61,695 | $563K | 0.1% | 2026-Q1 |
| Campbell & CO Investment Adviser LLC added | 60,290 | $550K | 0.1% | 2026-Q1 |
| VARCOV Co. new | 57,576 | $526K | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 55,901 | $510K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 55,278 | $505K | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 47,304 | $447K | 0.1% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 44,100 | $403K | 0.1% | 2026-Q1 |
| Engineers Gate Manager LP trimmed | 43,558 | $398K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. new | 43,165 | $394K | 0.1% | 2026-Q1 |
| PDT Partners, LLC trimmed | 42,113 | $384K | 0.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 41,105 | $375K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 38,404 | $363K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 37,156 | $339K | 0.1% | 2026-Q1 |
| State of Wyoming trimmed | 35,530 | $324K | 0.1% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 34,165 | $312K | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC added | 30,851 | $282K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 2,984,927 | $22M | 4.2% | 2025-Q4 stale |
| Driehaus Capital Management LLC added | 1,445,257 | $13M | 2.5% | 2025-Q1 stale |
| Kent Lake PR LLC added | 1,000,200 | $7M | 1.3% | 2025-Q3 stale |
| SEGALL BRYANT & HAMILL, LLC added | 281,849 | $2M | 0.4% | 2025-Q2 stale |
| Divisadero Street Capital Management, LP trimmed | 183,131 | $1M | 0.3% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC trimmed | 132,008 | $874K | 0.2% | 2025-Q2 stale |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 99,354 | $739K | 0.1% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 97,332 | $724K | 0.1% | 2025-Q4 stale |
| COMERICA BANK | 88,000 | $655K | 0.1% | 2025-Q4 stale |
| PRINCIPAL FINANCIAL GROUP INC added | 81,371 | $605K | 0.1% | 2025-Q4 stale |
| Swiss National Bank | 70,500 | $467K | 0.1% | 2025-Q2 stale |
| MACKENZIE FINANCIAL CORP added | 41,090 | $376K | 0.1% | 2025-Q1 stale |
| ZACKS INVESTMENT MANAGEMENT trimmed | 51,412 | $344K | 0.1% | 2025-Q3 stale |
| XTX Topco Ltd trimmed | 45,990 | $342K | 0.1% | 2025-Q4 stale |
| Dynamic Technology Lab Private Ltd trimmed | 48,593 | $325K | 0.1% | 2025-Q3 stale |
| Diametric Capital, LP new | 43,542 | $324K | 0.1% | 2025-Q4 stale |
| TEACHER RETIREMENT SYSTEM OF TEXAS new | 47,568 | $318K | 0.1% | 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.