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-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.
How the tape is positioned
39 tracked funds added or opened BVS while 17 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
BVS’s largest tracked holder by dollar value, Essex Woodlands Management, Inc., sizes it at 48.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 48.3pp 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 2026-Q1 and 2026-Q2, across 146 tracked filers holding BVS, 94 increased or opened the position and 71 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 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.
New buyers 5
- Point72 Asset Management, L.P.$2M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1M
- Man Group plc$610K
- KESTRA PRIVATE WEALTH SERVICES, LLC$604K
- TUDOR INVESTMENT CORP ET AL$577K
Full exits 10
- ESSEX INVESTMENT MANAGEMENT CO LLC$6M
- ACADIAN ASSET MANAGEMENT LLC$3M
- Meros Investment Management, LP$2M
- HRT FINANCIAL LP$2M
- Inspire Investing, LLC$2M
- Eversept Partners, LP$1M
Largest adds
- AMERICAN CENTURY COMPANIES INC$7M
- WELLINGTON MANAGEMENT GROUP LLP$6M
- Engine Capital Management, LP$6M
- Essex Woodlands Management, Inc.$4M
- BlackRock, Inc.$4M
- ROYCE & ASSOCIATES LP$3M
Largest trims
- D. E. Shaw & Co., Inc.$2M
- SEI INVESTMENTS CO$2M
- Legato Capital Management LLC$2M
- Trexquant Investment LP$1M
- MORGAN STANLEY$534K
- BANK OF AMERICA CORP /DE/$336K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Essex Woodlands Management, Inc. | 13,021,324 | $123M | 24.4% | 2026-Q2 |
| Juniper Investment Company, LLC | 6,939,357 | $66M | 13.0% | 2026-Q2 |
| Nantahala Capital Management, LLC trimmed | 6,000,279 | $57M | 11.3% | 2026-Q2 |
| BlackRock, Inc. added | 3,435,914 | $32M | 6.4% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 1,833,212 | $17M | 3.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,751,678 | $17M | 3.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,365,716 | $13M | 2.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 1,353,415 | $13M | 2.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,128,465 | $11M | 2.1% | 2026-Q2 |
| STATE STREET CORP added | 1,104,878 | $10M | 2.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 1,042,796 | $10M | 2.0% | 2026-Q2 |
| Hillsdale Investment Management Inc. added | 907,739 | $9M | 1.7% | 2026-Q2 |
| Engine Capital Management, LP added | 900,558 | $9M | 1.7% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 748,358 | $7M | 1.4% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 736,000 | $7M | 1.4% | 2026-Q2 |
| OBERWEIS ASSET MANAGEMENT INC/ added | 709,714 | $7M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 652,367 | $6M | 1.2% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 466,563 | $4M | 0.9% | 2026-Q2 |
| FMR LLC added | 452,850 | $4M | 0.8% | 2026-Q2 |
| NORTHERN TRUST CORP added | 443,824 | $4M | 0.8% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 394,520 | $4M | 0.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 391,859 | $4M | 0.7% | 2026-Q2 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. added | 369,673 | $3M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 327,838 | $3M | 0.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 326,124 | $3M | 0.6% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 317,208 | $3M | 0.6% | 2026-Q2 |
| Knights of Columbus Asset Advisors LLC added | 290,345 | $3M | 0.5% | 2026-Q2 |
| Squarepoint Ops LLC added | 269,267 | $3M | 0.5% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 250,278 | $2M | 0.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 230,625 | $2M | 0.4% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 215,051 | $2M | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 203,512 | $2M | 0.4% | 2026-Q2 |
| Anderson Financial Strategies, LLC added | 194,313 | $3M | 0.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 193,734 | $2M | 0.4% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 169,713 | $2M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 169,513 | $2M | 0.3% | 2026-Q2 |
| GLOBEFLEX CAPITAL L P added | 165,865 | $2M | 0.3% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP new | 158,690 | $1M | 0.3% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 154,826 | $1M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 152,316 | $1M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 149,615 | $1M | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 148,581 | $1M | 0.3% | 2026-Q2 |
| WESBANCO BANK INC added | 139,600 | $1M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 137,515 | $1M | 0.3% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 132,513 | $1M | 0.2% | 2026-Q2 |
| Trexquant Investment LP trimmed | 115,681 | $1M | 0.2% | 2026-Q2 |
| ALGERT GLOBAL LLC trimmed | 108,268 | $1M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 106,809 | $1M | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 100,117 | $945K | 0.2% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 96,574 | $912K | 0.2% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 82,507 | $779K | 0.2% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 81,377 | $768K | 0.2% | 2026-Q2 |
| DIKER MANAGEMENT LLC | 75,136 | $709K | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 73,993 | $698K | 0.1% | 2026-Q2 |
| UBS Group AG added | 69,683 | $658K | 0.1% | 2026-Q2 |
| Man Group plc new | 64,589 | $610K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 63,945 | $604K | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 61,117 | $577K | 0.1% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 59,900 | $565K | 0.1% | 2026-Q2 |
| Buckley Capital Advisors, LLC trimmed | 58,900 | $556K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 58,188 | $549K | 0.1% | 2026-Q2 |
| Campbell & CO Investment Adviser LLC trimmed | 56,415 | $533K | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 54,718 | $517K | 0.1% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 53,854 | $508K | 0.1% | 2026-Q2 |
| VARCOV Co. trimmed | 53,541 | $505K | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 48,630 | $459K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 47,928 | $452K | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 47,611 | $449K | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 47,304 | $447K | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 45,949 | $434K | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 45,557 | $430K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 43,964 | $415K | 0.1% | 2026-Q2 |
| PDT Partners, LLC | 42,113 | $398K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 38,668 | $365K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 38,404 | $363K | 0.1% | 2026-Q2 |
| State of Wyoming added | 36,579 | $345K | 0.1% | 2026-Q2 |
| SEIZERT CAPITAL PARTNERS, LLC added | 34,893 | $329K | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 34,796 | $328K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 33,070 | $302K | 0.1% | 2026-Q2 |
| Integrated Quantitative Investments LLC added | 31,816 | $300K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC | 30,851 | $291K | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 30,828 | $291K | 0.1% | 2026-Q2 |
| STRS OHIO added | 29,300 | $277K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 28,946 | $273K | 0.1% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 28,404 | $268K | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP trimmed | 28,154 | $266K | 0.1% | 2026-Q2 |
| Invesco Ltd. trimmed | 26,103 | $246K | 0.0% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC added | 25,780 | $243K | 0.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 22,194 | $210K | 0.0% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 21,152 | $200K | 0.0% | 2026-Q2 |
| Aquatic Capital Management LLC trimmed | 19,966 | $188K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 18,415 | $174K | 0.0% | 2026-Q2 |
| EntryPoint Capital, LLC trimmed | 17,732 | $167K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 17,692 | $167K | 0.0% | 2026-Q2 |
| Legato Capital Management LLC trimmed | 16,967 | $160K | 0.0% | 2026-Q2 |
| One Wealth Advisors, LLC new | 15,360 | $145K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 14,502 | $137K | 0.0% | 2026-Q2 |
| SAWGRASS ASSET MANAGEMENT LLC new | 14,460 | $137K | 0.0% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 13,790 | $130K | 0.0% | 2026-Q2 |
| Creative Planning added | 13,739 | $130K | 0.0% | 2026-Q2 |
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.