On this page, we present all of the funds holding BLV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BLV, with a link to that fund's top holdings. The next columns indicate the amount of BLV stock held by each of the funds holding BLV, followed by the BLV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 355 funds holding BLV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Envestnet Asset Management Inc.. For more details on the positions held by Envestnet Asset Management Inc. (or by any of the other funds holding BLV), click the fund name in the "Holder" column of the funds-holding-BLV table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Envestnet Asset Management Inc. | 10,511,837 | $783,973 | 12/31/2023 |
BLV | 10,511,837 | $783,973 | 12/31/2023 |
Wells Fargo & Company MN | 9,555,712 | $712,665 | 12/31/2023 |
BLV | 9,555,712 | $712,665 | 12/31/2023 |
LPL Financial LLC | 2,686,601 | $200,367 | 12/31/2023 |
BLV | 2,686,601 | $200,367 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 2,148,695 | $160,250 | 12/31/2023 |
BLV | 2,148,695 | $160,250 | 12/31/2023 |
Lincoln National Corp | 2,023,505 | $150,913 | 12/31/2023 |
BLV | 2,023,505 | $150,913 | 12/31/2023 |
Ameriprise Financial Inc. | 1,403,767 | $104,826 | 12/31/2023 |
BLV | 1,403,767 | $104,826 | 12/31/2023 |
Bank of America Corp DE | 1,310,542 | $97,740 | 12/31/2023 |
BLV | 1,310,542 | $97,740 | 12/31/2023 |
Morgan Stanley | 1,306,547 | $97,442 | 12/31/2023 |
BLV | 1,306,547 | $97,442 | 12/31/2023 |
Bank of New York Mellon Corp | 1,268,089 | $91,721 | 03/31/2024 |
BLV | 1,268,089 | $91,721 | 03/31/2024 |
Advisor Group Holdings Inc. | 1,197,980 | $89,439 | 12/31/2023 |
BLV | 1,197,980 | $89,439 | 12/31/2023 |
Charles Schwab Investment Management Inc. | 1,085,144 | $80,930 | 12/31/2023 |
BLV | 1,085,144 | $80,930 | 12/31/2023 |
Goldman Sachs Group Inc. | 1,004,536 | $74,918 | 12/31/2023 |
BLV | 1,004,536 | $74,918 | 12/31/2023 |
Royal Bank of Canada | 884,673 | $65,980 | 12/31/2023 |
BLV | 884,673 | $65,980 | 12/31/2023 |
Morningstar Investment Services LLC | 820,265 | $61,585 | 12/31/2023 |
BLV | 820,265 | $61,585 | 12/31/2023 |
The PNC Financial Services Group Inc. | 611,830 | $45,630 | 12/31/2023 |
BLV | 611,830 | $45,630 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 622,091 | $44,996 | 03/31/2024 |
BLV | 622,091 | $44,996 | 03/31/2024 |
Greystone Financial Group LLC | 549,845 | $39,770 | 03/31/2024 |
BLV | 549,845 | $39,770 | 03/31/2024 |
Beacon Capital Management Inc. | 518,181 | $36,734 | 03/31/2024 |
BLV | 518,181 | $36,734 | 03/31/2024 |
Janney Montgomery Scott LLC | 374,001 | $27,893 | 12/31/2023 |
BLV | 374,001 | $27,893 | 12/31/2023 |
ETF Portfolio Partners Inc. | 352,278 | $26,273 | 12/31/2023 |
BLV | 352,278 | $26,273 | 12/31/2023 |
Principal Financial Group Inc. | 334,371 | $24,937 | 12/31/2023 |
BLV | 334,371 | $24,937 | 12/31/2023 |
Carolina Wealth Advisors LLC | 343,035 | $24,812 | 03/31/2024 |
BLV | 343,035 | $24,812 | 03/31/2024 |
US Bancorp DE | 297,094 | $22,157 | 12/31/2023 |
BLV | 297,094 | $22,157 | 12/31/2023 |
Susquehanna International Group LLP | $21,894 | 12/31/2023 | |
BLV | 269,066 | $20,067 | 12/31/2023 |
Call | 29,000 | $2,163 | 12/31/2023 |
Put | 4,500 | $336 | 12/31/2023 |
Cetera Investment Advisers | 292,455 | $21,811 | 12/31/2023 |
BLV | 292,455 | $21,811 | 12/31/2023 |
Country Trust Bank | 294,163 | $21,277 | 03/31/2024 |
BLV | 294,163 | $21,277 | 03/31/2024 |
Atria Wealth Solutions Inc. | 284,274 | $21,201 | 12/31/2023 |
BLV | 284,274 | $21,201 | 12/31/2023 |
Cibc World Markets Corp | 230,000 | $18,434 | 12/31/2023 |
BLV | 230,000 | $18,434 | 12/31/2023 |
Sterling Financial Group Inc. | 240,861 | $17,421 | 03/31/2024 |
BLV | 240,861 | $17,421 | 03/31/2024 |
Capital Advisors Wealth Management LLC | 226,477 | $16,381 | 03/31/2024 |
BLV | 226,477 | $16,381 | 03/31/2024 |
Truist Financial Corp | 210,932 | $15,731 | 12/31/2023 |
BLV | 210,932 | $15,731 | 12/31/2023 |
MML Investors Services LLC | 210,186 | $15,676 | 12/31/2023 |
BLV | 210,186 | $15,676 | 12/31/2023 |
Conning Inc. | 210,000 | $15,662 | 12/31/2023 |
BLV | 210,000 | $15,662 | 12/31/2023 |
Fischer Investment Strategies LLC | 200,913 | $14,984 | 12/31/2023 |
BLV | 200,913 | $14,984 | 12/31/2023 |
Ameritas Advisory Services LLC | 191,851 | $14,303 | 12/31/2023 |
BLV | 191,851 | $14,303 | 12/31/2023 |
Hilltop Wealth Advisors LLC | 196,218 | $14,192 | 03/31/2024 |
BLV | 196,218 | $14,192 | 03/31/2024 |
Exchange Traded Concepts LLC | 165,716 | $11,986 | 03/31/2024 |
BLV | 165,716 | $11,986 | 03/31/2024 |
Change Path LLC | 160,633 | $11,980 | 12/31/2023 |
BLV | 160,633 | $11,980 | 12/31/2023 |
Stifel Financial Corp | 158,644 | $11,832 | 12/31/2023 |
BLV | 158,644 | $11,832 | 12/31/2023 |
Websterrogers Financial Advisors LLC | 157,344 | $11,735 | 12/31/2023 |
BLV | 157,344 | $11,735 | 12/31/2023 |
Orion Portfolio Solutions LLC | 155,695 | $11,434 | 12/31/2023 |
BLV | 155,695 | $11,434 | 12/31/2023 |
Cetera Advisor Networks LLC | 150,474 | $11,222 | 12/31/2023 |
BLV | 150,474 | $11,222 | 12/31/2023 |
Betterment LLC | 148,183 | $11,051 | 12/31/2023 |
BLV | 148,183 | $11,051 | 12/31/2023 |
Vanguard Group Inc. | 145,069 | $10,819 | 12/31/2023 |
BLV | 145,069 | $10,819 | 12/31/2023 |
Private Advisor Group LLC | 137,950 | $10,288 | 12/31/2023 |
BLV | 137,950 | $10,288 | 12/31/2023 |
Prudential Financial Inc. | 134,368 | $10,021 | 12/31/2023 |
BLV | 134,368 | $10,021 | 12/31/2023 |
NYL Investors LLC | 128,900 | $9,613 | 12/31/2023 |
BLV | 128,900 | $9,613 | 12/31/2023 |
Thrivent Financial for Lutherans | 125,577 | $9,366 | 12/31/2023 |
BLV | 125,577 | $9,366 | 12/31/2023 |
UBS Group AG | 114,571 | $8,545 | 12/31/2023 |
BLV | 114,571 | $8,545 | 12/31/2023 |
Atria Investments LLC | 108,274 | $8,075 | 12/31/2023 |
BLV | 108,274 | $8,075 | 12/31/2023 |
Second Half Financial Partners LLC | 103,636 | $7,729 | 12/31/2023 |
BLV | 103,636 | $7,729 | 12/31/2023 |
AE Wealth Management LLC | 104,967 | $7,562 | 12/31/2023 |
BLV | 104,967 | $7,562 | 12/31/2023 |
Hedeker Wealth LLC | 99,334 | $7,185 | 03/31/2024 |
BLV | 99,334 | $7,185 | 03/31/2024 |
Evolution Advisers Inc. | 94,904 | $7,032 | 12/31/2023 |
BLV | 94,904 | $7,032 | 12/31/2023 |
National Asset Management Inc. | 94,098 | $7,018 | 12/31/2023 |
BLV | 94,098 | $7,018 | 12/31/2023 |
Bay Harbor Wealth Management LLC | 95,330 | $6,895 | 03/31/2024 |
BLV | 95,330 | $6,895 | 03/31/2024 |
Axiom Financial Strategies LLC | 91,072 | $6,792 | 12/31/2023 |
BLV | 91,072 | $6,792 | 12/31/2023 |
PFW Advisors LLC | 93,584 | $6,769 | 03/31/2024 |
BLV | 93,584 | $6,769 | 03/31/2024 |
Principal Securities Inc. | 90,482 | $6,748 | 12/31/2023 |
BLV | 90,482 | $6,748 | 12/31/2023 |
Commonwealth Equity Services LLC | 87,987 | $6,562 | 12/31/2023 |
BLV | 87,987 | $6,562 | 12/31/2023 |
GWM Advisors LLC | 88,985 | $6,521 | 12/31/2023 |
BLV | 88,985 | $6,521 | 12/31/2023 |
Madrona Financial Services LLC | 89,978 | $6,508 | 03/31/2024 |
BLV | 89,978 | $6,508 | 03/31/2024 |
Safir Wealth Advisors LLC | 86,733 | $6,273 | 03/31/2024 |
BLV | 86,733 | $6,273 | 03/31/2024 |
Avantax Advisory Services Inc. | 84,023 | $6,266 | 12/31/2023 |
BLV | 84,023 | $6,266 | 12/31/2023 |
H&H Retirement Design & Management INC | 88,392 | $6,063 | 03/31/2024 |
BLV | 88,392 | $6,063 | 03/31/2024 |
Parker Financial LLC | 77,705 | $5,620 | 03/31/2024 |
BLV | 77,705 | $5,620 | 03/31/2024 |
EverSource Wealth Advisors LLC | 73,794 | $5,503 | 12/31/2023 |
BLV | 73,794 | $5,503 | 12/31/2023 |
JPMorgan Chase & Co. | 73,450 | $5,478 | 12/31/2023 |
BLV | 73,450 | $5,478 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 75,059 | $5,429 | 03/31/2024 |
BLV | 75,059 | $5,429 | 03/31/2024 |
Visionary Horizons LLC | 78,189 | $5,429 | 03/31/2024 |
BLV | 78,189 | $5,429 | 03/31/2024 |
Greenup Street Wealth Management LLC | 70,931 | $5,290 | 12/31/2023 |
BLV | 70,931 | $5,290 | 12/31/2023 |
Proequities Inc. | 70,771 | $5,278 | 12/31/2023 |
BLV | 70,771 | $5,278 | 12/31/2023 |
SigFig Wealth Management LLC | 69,493 | $5,183 | 12/31/2023 |
BLV | 69,493 | $5,183 | 12/31/2023 |
Ashton Thomas Private Wealth LLC | 71,613 | $5,180 | 03/31/2024 |
BLV | 71,613 | $5,180 | 03/31/2024 |
Massmutual Trust Co. FSB ADV | 68,402 | $4,948 | 03/31/2024 |
BLV | 68,402 | $4,948 | 03/31/2024 |
Assetmark Inc. | 63,618 | $4,745 | 12/31/2023 |
BLV | 63,618 | $4,745 | 12/31/2023 |
Brookstone Capital Management | 65,278 | $4,722 | 03/31/2024 |
BLV | 65,278 | $4,722 | 03/31/2024 |
Aspire Private Capital LLC | 62,946 | $4,553 | 03/31/2024 |
BLV | 62,946 | $4,553 | 03/31/2024 |
Leeward Financial Partners LLC | 62,481 | $4,519 | 03/31/2024 |
BLV | 62,481 | $4,519 | 03/31/2024 |
CoreCap Advisors LLC | 60,472 | $4,510 | 12/31/2023 |
BLV | 60,472 | $4,510 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 59,402 | $4,431 | 12/31/2023 |
BLV | 59,402 | $4,431 | 12/31/2023 |
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 58,173 | $4,339 | 12/31/2023 |
BLV | 58,173 | $4,339 | 12/31/2023 |
Evergreen Wealth Management LLC | 57,742 | $4,306 | 12/31/2023 |
BLV | 57,742 | $4,306 | 12/31/2023 |
LFA Lugano Financial Advisors SA | 52,052 | $3,882 | 12/31/2023 |
BLV | 52,052 | $3,882 | 12/31/2023 |
Ackerman Capital Advisors LLC | 51,884 | $3,753 | 03/31/2024 |
BLV | 51,884 | $3,753 | 03/31/2024 |
Signature Securities Group Corporation | 49,899 | $3,609 | 03/31/2024 |
BLV | 49,899 | $3,609 | 03/31/2024 |
Citigroup Inc. | 47,579 | $3,548 | 12/31/2023 |
BLV | 47,579 | $3,548 | 12/31/2023 |
Mutual Advisors LLC | 47,304 | $3,528 | 12/31/2023 |
BLV | 47,304 | $3,528 | 12/31/2023 |
Cetera Advisors LLC | 47,087 | $3,512 | 12/31/2023 |
BLV | 47,087 | $3,512 | 12/31/2023 |
Sovereign Financial Group Inc. | 48,130 | $3,481 | 03/31/2024 |
BLV | 48,130 | $3,481 | 03/31/2024 |
MidWestOne Financial Group Inc. | 44,395 | $3,311 | 12/31/2023 |
BLV | 44,395 | $3,311 | 12/31/2023 |
Eqis Capital Management Inc. | 43,038 | $3,210 | 12/31/2023 |
BLV | 43,038 | $3,210 | 12/31/2023 |
Jane Street Group LLC | 41,884 | $3,124 | 12/31/2023 |
BLV | 41,884 | $3,124 | 12/31/2023 |
Wealthfront Advisers LLC | 43,006 | $3,111 | 03/31/2024 |
BLV | 43,006 | $3,111 | 03/31/2024 |
Horizons Wealth Management | 40,991 | $3,057 | 03/31/2024 |
BLV | 40,991 | $3,057 | 03/31/2024 |
Darwin Advisors LLC | 40,411 | $3,014 | 12/31/2023 |
BLV | 40,411 | $3,014 | 12/31/2023 |
Main Line Retirement Advisors LLC | 41,560 | $3,006 | 03/31/2024 |
BLV | 41,560 | $3,006 | 03/31/2024 |
First Heartland Consultants Inc. | 38,614 | $2,880 | 12/31/2023 |
BLV | 38,614 | $2,880 | 12/31/2023 |
Shelter Mutual Insurance Co | 38,000 | $2,834 | 12/31/2023 |
BLV | 38,000 | $2,834 | 12/31/2023 |
Idaho Trust Bank | 37,781 | $2,818 | 12/31/2023 |
BLV | 37,781 | $2,818 | 12/31/2023 |
FDx Advisors Inc. | 34,897 | $2,603 | 12/31/2023 |
BLV | 34,897 | $2,603 | 12/31/2023 |
Bouvel Investment Partners LLC | 35,910 | $2,597 | 03/31/2024 |
BLV | 35,910 | $2,597 | 03/31/2024 |
Financial Engines Advisors L.L.C. | 34,595 | $2,580 | 12/31/2023 |
BLV | 34,595 | $2,580 | 12/31/2023 |
InterOcean Capital Group LLC | 34,051 | $2,540 | 12/31/2023 |
BLV | 34,051 | $2,540 | 12/31/2023 |
Comerica Bank | 33,965 | $2,533 | 12/31/2023 |
BLV | 33,965 | $2,533 | 12/31/2023 |
Tranquilli Financial Advisor LLC | 32,867 | $2,451 | 12/31/2023 |
BLV | 32,867 | $2,451 | 12/31/2023 |
Elevated Capital Advisors LLC | 32,498 | $2,351 | 03/31/2024 |
BLV | 32,498 | $2,351 | 03/31/2024 |
Raymond James & Associates | 31,785 | $2,299 | 03/31/2024 |
BLV | 31,785 | $2,299 | 03/31/2024 |
Arcadia Wealth Management LLC | 30,790 | $2,296 | 12/31/2023 |
BLV | 30,790 | $2,296 | 12/31/2023 |
First Horizon Advisors Inc. | 30,158 | $2,249 | 12/31/2023 |
BLV | 30,158 | $2,249 | 12/31/2023 |
Coombe Bender & Co LLC | 29,971 | $2,235 | 12/31/2023 |
BLV | 29,971 | $2,235 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 29,635 | $2,210 | 12/31/2023 |
BLV | 29,635 | $2,210 | 12/31/2023 |
AlphaStar Capital Management LLC | 28,682 | $2,139 | 12/31/2023 |
BLV | 28,682 | $2,139 | 12/31/2023 |
Bank of Hawaii | 28,585 | $2,132 | 12/31/2023 |
BLV | 28,585 | $2,132 | 12/31/2023 |
Wela Strategies Inc. | 28,737 | $2,080 | 03/31/2024 |
BLV | 28,737 | $2,080 | 03/31/2024 |
Creative Planning | 27,737 | $2,069 | 12/31/2023 |
BLV | 27,737 | $2,069 | 12/31/2023 |
Strategic Investment Advisors MI | 27,115 | $1,961 | 03/31/2024 |
BLV | 27,115 | $1,961 | 03/31/2024 |
Kestra Advisory Services LLC | 26,204 | $1,954 | 12/31/2023 |
BLV | 26,204 | $1,954 | 12/31/2023 |
Galvin Gaustad & Stein LLC | 25,818 | $1,867 | 03/31/2024 |
BLV | 25,818 | $1,867 | 03/31/2024 |
Ascent Group LLC | 25,878 | $1,854 | 12/31/2023 |
BLV | 25,878 | $1,854 | 12/31/2023 |
White Lighthouse Investment Management Inc. | 24,585 | $1,834 | 12/31/2023 |
BLV | 24,585 | $1,834 | 12/31/2023 |
Concurrent Investment Advisors LLC | 24,294 | $1,812 | 12/31/2023 |
BLV | 24,294 | $1,812 | 12/31/2023 |
Hohimer Wealth Management LLC | 24,187 | $1,804 | 12/31/2023 |
BLV | 24,187 | $1,804 | 12/31/2023 |
Secure Asset Management LLC | 24,037 | $1,793 | 12/31/2023 |
BLV | 24,037 | $1,793 | 12/31/2023 |
Oppenheimer & Co. Inc. | 23,808 | $1,776 | 12/31/2023 |
BLV | 23,808 | $1,776 | 12/31/2023 |
Hanlon Investment Management Inc. | 23,571 | $1,758 | 12/31/2023 |
BLV | 23,571 | $1,758 | 12/31/2023 |
Focus Financial Network Inc. | 25,688 | $1,757 | 03/31/2024 |
BLV | 25,688 | $1,757 | 03/31/2024 |
Smartleaf Asset Management LLC | 21,592 | $1,631 | 12/31/2023 |
BLV | 21,592 | $1,631 | 12/31/2023 |
BLB&B Advisors LLC | 21,655 | $1,615 | 12/31/2023 |
BLV | 21,655 | $1,615 | 12/31/2023 |
SignalPoint Asset Management LLC | 22,075 | $1,597 | 03/31/2024 |
BLV | 22,075 | $1,597 | 03/31/2024 |
Focus Financial Network Inc. ADV | 21,016 | $1,567 | 12/31/2023 |
BLV | 21,016 | $1,567 | 12/31/2023 |
Karpus Management Inc. | 20,750 | $1,548 | 12/31/2023 |
BLV | 20,750 | $1,548 | 12/31/2023 |
Independence Bank of Kentucky | 20,866 | $1,509 | 03/31/2024 |
BLV | 20,866 | $1,509 | 03/31/2024 |
Transcendent Capital Group LLC | 19,644 | $1,465 | 03/31/2024 |
BLV | 19,644 | $1,465 | 03/31/2024 |
D.A. Davidson & CO. | 19,222 | $1,434 | 12/31/2023 |
BLV | 19,222 | $1,434 | 12/31/2023 |
Harbour Investments Inc. | 19,203 | $1,432 | 12/31/2023 |
BLV | 19,203 | $1,432 | 12/31/2023 |
Prudent Man Advisors LLC | 19,035 | $1,420 | 12/31/2023 |
BLV | 19,035 | $1,420 | 12/31/2023 |
Sawtooth Solutions LLC | 18,475 | $1,378 | 12/31/2023 |
BLV | 18,475 | $1,378 | 12/31/2023 |
Bleakley Financial Group LLC | 18,475 | $1,378 | 12/31/2023 |
BLV | 18,475 | $1,378 | 12/31/2023 |
FSB Premier Wealth Management Inc. | 17,977 | $1,341 | 12/31/2023 |
BLV | 17,977 | $1,341 | 12/31/2023 |
Main Street Financial Solutions LLC | 18,059 | $1,306 | 03/31/2024 |
BLV | 18,059 | $1,306 | 03/31/2024 |
Treynor Bancshares Inc. | 17,150 | $1,279 | 12/31/2023 |
BLV | 17,150 | $1,279 | 12/31/2023 |
HT Partners LLC | 17,036 | $1,232 | 03/31/2024 |
BLV | 17,036 | $1,232 | 03/31/2024 |
Wiley BROS. Aintree Capital LLC | 16,807 | $1,216 | 03/31/2024 |
BLV | 16,807 | $1,216 | 03/31/2024 |
Foundations Investment Advisors LLC | 15,154 | $1,127 | 12/31/2023 |
BLV | 15,154 | $1,127 | 12/31/2023 |
Roundview Capital LLC | 14,428 | $1,076 | 12/31/2023 |
BLV | 14,428 | $1,076 | 12/31/2023 |
Nwam LLC | 13,745 | $1,025 | 12/31/2023 |
BLV | 13,745 | $1,025 | 12/31/2023 |
Valmark Advisers Inc. | 13,731 | $1,024 | 12/31/2023 |
BLV | 13,731 | $1,024 | 12/31/2023 |
Mariner LLC | 13,651 | $1,018 | 12/31/2023 |
BLV | 13,651 | $1,018 | 12/31/2023 |
Sutton Place Investors LLC | 13,967 | $1,010 | 03/31/2024 |
BLV | 13,967 | $1,010 | 03/31/2024 |
Dearborn Partners LLC | 13,150 | $981 | 12/31/2023 |
BLV | 13,150 | $981 | 12/31/2023 |
M&T Bank Corp | 12,835 | $957 | 12/31/2023 |
BLV | 12,835 | $957 | 12/31/2023 |
BCM Advisors LLC | 13,989 | $954 | 03/31/2024 |
BLV | 13,989 | $954 | 03/31/2024 |
Anderson Fisher LLC | 12,917 | $934 | 03/31/2024 |
BLV | 12,917 | $934 | 03/31/2024 |
Bennett Associates Wealth Management | 12,903 | $933 | 03/31/2024 |
BLV | 12,903 | $933 | 03/31/2024 |
Global Wealth Management Investment Advisory Inc. | 12,502 | $932 | 12/31/2023 |
BLV | 12,502 | $932 | 12/31/2023 |
Scotia Capital Inc. | 12,167 | $907 | 12/31/2023 |
BLV | 12,167 | $907 | 12/31/2023 |
Cabana LLC | 12,071 | $900 | 12/31/2023 |
BLV | 12,071 | $900 | 12/31/2023 |
Capital Investment Advisors LLC | 12,330 | $892 | 03/31/2024 |
BLV | 12,330 | $892 | 03/31/2024 |
Garden State Investment Advisory Services LLC | 11,932 | $890 | 12/31/2023 |
BLV | 11,932 | $890 | 12/31/2023 |
Park Avenue Securities LLC | 11,780 | $852 | 03/31/2024 |
BLV | 11,780 | $852 | 03/31/2024 |
Woodward Diversified Capital LLC | 11,126 | $830 | 12/31/2023 |
BLV | 11,126 | $830 | 12/31/2023 |
RFG Advisory LLC | 11,215 | $811 | 03/31/2024 |
BLV | 11,215 | $811 | 03/31/2024 |
Michael B. Yongue | 10,747 | $802 | 12/31/2023 |
BLV | 10,747 | $802 | 12/31/2023 |
Simplicity Wealth LLC | 10,455 | $756 | 03/31/2024 |
BLV | 10,455 | $756 | 03/31/2024 |
Stordahl Capital Management Inc. | 10,404 | $753 | 03/31/2024 |
BLV | 10,404 | $753 | 03/31/2024 |
Maia Wealth LLC | 9,893 | $738 | 12/31/2023 |
BLV | 9,893 | $738 | 12/31/2023 |
Capital Analysts LLC | 9,564 | $713 | 12/31/2023 |
BLV | 9,564 | $713 | 12/31/2023 |
Sigma Planning Corp | 9,497 | $708 | 12/31/2023 |
BLV | 9,497 | $708 | 12/31/2023 |
AdvisorShares Investments LLC | 9,200 | $686 | 12/31/2023 |
BLV | 9,200 | $686 | 12/31/2023 |
HighTower Advisors LLC | 9,185 | $686 | 12/31/2023 |
BLV | 9,185 | $686 | 12/31/2023 |
AMG National Trust Bank | 8,984 | $670 | 12/31/2023 |
BLV | 8,984 | $670 | 12/31/2023 |
Signal Advisors Wealth LLC | 8,944 | $647 | 03/31/2024 |
BLV | 8,944 | $647 | 03/31/2024 |
Maripau Wealth Management LLC | 8,603 | $642 | 12/31/2023 |
BLV | 8,603 | $642 | 12/31/2023 |
Addison Capital Co | 8,579 | $640 | 12/31/2023 |
BLV | 8,579 | $640 | 12/31/2023 |
Resources Investment Advisors LLC. | 8,531 | $636 | 12/31/2023 |
BLV | 8,531 | $636 | 12/31/2023 |
Outlook Wealth Advisors LLC | 8,785 | $635 | 03/31/2024 |
BLV | 8,785 | $635 | 03/31/2024 |
Aurum Wealth Management Group LLC | 8,720 | $631 | 03/31/2024 |
BLV | 8,720 | $631 | 03/31/2024 |
Econ Financial Services Corp | 8,274 | $617 | 12/31/2023 |
BLV | 8,274 | $617 | 12/31/2023 |
Nilsine Partners LLC | 8,342 | $603 | 03/31/2024 |
BLV | 8,342 | $603 | 03/31/2024 |
Crabel Capital Management LLC | 8,064 | $601 | 12/31/2023 |
BLV | 8,064 | $601 | 12/31/2023 |
Synovus Financial Corp | 8,044 | $600 | 12/31/2023 |
BLV | 8,044 | $600 | 12/31/2023 |
Geneos Wealth Management Inc. | 8,052 | $600 | 12/31/2023 |
BLV | 8,052 | $600 | 12/31/2023 |
WMG Financial Advisors LLC | 7,800 | $582 | 12/31/2023 |
BLV | 7,800 | $582 | 12/31/2023 |
J.W. Cole Advisors Inc. | 7,605 | $567 | 12/31/2023 |
BLV | 7,605 | $567 | 12/31/2023 |
Captrust Financial Advisors | 7,376 | $550 | 12/31/2023 |
BLV | 7,376 | $550 | 12/31/2023 |
CIBC World Markets Inc. | 7,109 | $530 | 12/31/2023 |
BLV | 7,109 | $530 | 12/31/2023 |
Security Financial Services INC. | 7,274 | $526 | 03/31/2024 |
BLV | 7,274 | $526 | 03/31/2024 |
Benjamin Edwards Inc. | 6,990 | $521 | 12/31/2023 |
BLV | 6,990 | $521 | 12/31/2023 |
CI Private Wealth LLC | 6,957 | $519 | 12/31/2023 |
BLV | 6,957 | $519 | 12/31/2023 |
Kovack Advisors Inc. | 6,919 | $500 | 03/31/2024 |
BLV | 6,919 | $500 | 03/31/2024 |
NBC Securities Inc. | 6,815 | $492 | 03/31/2024 |
BLV | 6,815 | $492 | 03/31/2024 |
Qube Research & Technologies Ltd | 6,532 | $487 | 12/31/2023 |
BLV | 6,532 | $487 | 12/31/2023 |
LongView Wealth Management | 6,570 | $475 | 03/31/2024 |
BLV | 6,570 | $475 | 03/31/2024 |
Secured Retirement Advisors LLC | 6,375 | $475 | 12/31/2023 |
BLV | 6,375 | $475 | 12/31/2023 |
Regions Financial Corp | 6,509 | $471 | 03/31/2024 |
BLV | 6,509 | $471 | 03/31/2024 |
Keudell Morrison Wealth Management | 6,256 | $467 | 12/31/2023 |
BLV | 6,256 | $467 | 12/31/2023 |
Soltis Investment Advisors LLC | 6,171 | $460 | 12/31/2023 |
BLV | 6,171 | $460 | 12/31/2023 |
Redwood Investment Management LLC | 6,147 | $458 | 12/31/2023 |
BLV | 6,147 | $458 | 12/31/2023 |
ICA Group Wealth Management LLC | 5,889 | $439 | 12/31/2023 |
BLV | 5,889 | $439 | 12/31/2023 |
Boston Family Office LLC | 5,727 | $427 | 12/31/2023 |
BLV | 5,727 | $427 | 12/31/2023 |
SILVER OAK SECURITIES Inc | 5,596 | $417 | 12/31/2023 |
BLV | 5,596 | $417 | 12/31/2023 |
North Star Investment Management Corp. | 5,517 | $411 | 12/31/2023 |
BLV | 5,517 | $411 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 5,504 | $410 | 12/31/2023 |
BLV | 5,504 | $410 | 12/31/2023 |
United Capital Financial Advisers LLC | 5,340 | $398 | 12/31/2023 |
BLV | 5,340 | $398 | 12/31/2023 |
Patten Group Inc. | 5,382 | $389 | 03/31/2024 |
BLV | 5,382 | $389 | 03/31/2024 |
Global Retirement Partners LLC | 5,230 | $378 | 03/31/2024 |
BLV | 5,230 | $378 | 03/31/2024 |
Tudor Investment Corp Et Al | 5,022 | $375 | 12/31/2023 |
BLV | 5,022 | $375 | 12/31/2023 |
Advisory Services Network LLC | 5,007 | $373 | 12/31/2023 |
BLV | 5,007 | $373 | 12/31/2023 |
Kestra Private Wealth Services LLC | 4,965 | $370 | 12/31/2023 |
BLV | 4,965 | $370 | 12/31/2023 |
Southland Equity Partners LLC | 4,949 | $358 | 03/31/2024 |
BLV | 4,949 | $358 | 03/31/2024 |
Wealth Enhancement Advisory Services LLC | 4,869 | $352 | 03/31/2024 |
BLV | 4,869 | $352 | 03/31/2024 |
Moneta Group Investment Advisors LLC | 4,705 | $351 | 12/31/2023 |
BLV | 4,705 | $351 | 12/31/2023 |
Montag & Caldwell LLC | 4,627 | $345 | 12/31/2023 |
BLV | 4,627 | $345 | 12/31/2023 |
Invst LLC | 4,707 | $342 | 12/31/2023 |
BLV | 4,707 | $342 | 12/31/2023 |
Center For Asset Management LLC | 4,604 | $333 | 03/31/2024 |
BLV | 4,604 | $333 | 03/31/2024 |
CWM LLC | 4,576 | $331 | 03/31/2024 |
BLV | 4,576 | $331 | 03/31/2024 |
Wealthcare Advisory Partners LLC | 4,509 | $326 | 03/31/2024 |
BLV | 4,509 | $326 | 03/31/2024 |
King Luther Capital Management Corp | 4,317 | $322 | 12/31/2023 |
BLV | 4,317 | $322 | 12/31/2023 |
National Bank of Canada FI | 4,338 | $321 | 12/31/2023 |
BLV | 4,338 | $321 | 12/31/2023 |
TI Trust Inc. | 4,391 | $318 | 03/31/2024 |
BLV | 4,391 | $318 | 03/31/2024 |
Invenio Wealth Partners LLC | 4,193 | $313 | 12/31/2023 |
BLV | 4,193 | $313 | 12/31/2023 |
Aveo Capital Partners LLC | 4,186 | $312 | 12/31/2023 |
BLV | 4,186 | $312 | 12/31/2023 |
Vantage Financial Partners LLC | 4,178 | $312 | 12/31/2023 |
BLV | 4,178 | $312 | 12/31/2023 |
Avenue 1 Advisors LLC | 4,298 | $311 | 03/31/2024 |
BLV | 4,298 | $311 | 03/31/2024 |
Neumann Capital Management LLC | 4,100 | $306 | 12/31/2023 |
BLV | 4,100 | $306 | 12/31/2023 |
Citadel Advisors LLC | $300 | 12/31/2023 | |
Put | 7,600 | $567 | 12/31/2023 |
Call | 6,000 | $447 | 12/31/2023 |
BLV | 5,632 | $420 | 12/31/2023 |
TBH Global Asset Management LLC | 4,011 | $299 | 12/31/2023 |
BLV | 4,011 | $299 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 3,999 | $298 | 12/31/2023 |
BLV | 3,999 | $298 | 12/31/2023 |
Integrated Advisors Network LLC | 3,938 | $294 | 12/31/2023 |
BLV | 3,938 | $294 | 12/31/2023 |
IHT Wealth Management LLC | 3,929 | $293 | 12/31/2023 |
BLV | 3,929 | $293 | 12/31/2023 |
TrueWealth Advisors LLC | 3,987 | $288 | 03/31/2024 |
BLV | 3,987 | $288 | 03/31/2024 |
Pensionmark Financial Group LLC | 3,838 | $286 | 12/31/2023 |
BLV | 3,838 | $286 | 12/31/2023 |
Integrated Wealth Concepts LLC | 3,771 | $281 | 12/31/2023 |
BLV | 3,771 | $281 | 12/31/2023 |
Cornerstone Planning Group LLC | 3,763 | $281 | 12/31/2023 |
BLV | 3,763 | $281 | 12/31/2023 |
Rehmann Capital Advisory Group | 3,686 | $275 | 12/31/2023 |
BLV | 3,686 | $275 | 12/31/2023 |
JT Stratford LLC | 3,639 | $271 | 12/31/2023 |
BLV | 3,639 | $271 | 12/31/2023 |
HBW Advisory Services LLC | 3,558 | $265 | 03/31/2024 |
BLV | 3,558 | $265 | 03/31/2024 |
Resource Planning Group | 3,545 | $264 | 12/31/2023 |
BLV | 3,545 | $264 | 12/31/2023 |
Arkadios Wealth Advisors | 3,487 | $260 | 12/31/2023 |
BLV | 3,487 | $260 | 12/31/2023 |
Keystone Financial Group | 3,467 | $259 | 12/31/2023 |
BLV | 3,467 | $259 | 12/31/2023 |
Stratos Wealth Partners LTD. | 3,472 | $251 | 03/31/2024 |
BLV | 3,472 | $251 | 03/31/2024 |
Pacific Financial Group Inc. | 3,274 | $244 | 12/31/2023 |
BLV | 3,274 | $244 | 12/31/2023 |
Walker Asset Management LLC | 3,295 | $238 | 03/31/2024 |
BLV | 3,295 | $238 | 03/31/2024 |
Argonautica Private Wealth Management Inc. | 3,182 | $237 | 12/31/2023 |
BLV | 3,182 | $237 | 12/31/2023 |
Beacon Pointe Advisors LLC | 3,052 | $228 | 12/31/2023 |
BLV | 3,052 | $228 | 12/31/2023 |
Trexquant Investment LP | 3,044 | $227 | 12/31/2023 |
BLV | 3,044 | $227 | 12/31/2023 |
Fifth Third Securities Inc. | 3,132 | $226 | 03/31/2024 |
BLV | 3,132 | $226 | 03/31/2024 |
Long Run Wealth Advisors LLC | 2,981 | $216 | 03/31/2024 |
BLV | 2,981 | $216 | 03/31/2024 |
SageView Advisory Group LLC | 2,928 | $214 | 12/31/2023 |
BLV | 2,928 | $214 | 12/31/2023 |
Wedbush Securities Inc. | 2,750 | $205 | 12/31/2023 |
BLV | 2,750 | $205 | 12/31/2023 |
Continuum Advisory LLC | 2,695 | $201 | 12/31/2023 |
BLV | 2,695 | $201 | 12/31/2023 |
City State Bank | 2,470 | $179 | 03/31/2024 |
BLV | 2,470 | $179 | 03/31/2024 |
Spire Wealth Management | 2,381 | $172 | 03/31/2024 |
BLV | 2,381 | $172 | 03/31/2024 |
Raleigh Capital Management Inc. | 2,252 | $168 | 12/31/2023 |
BLV | 2,252 | $168 | 12/31/2023 |
Guardian Wealth Management Inc. | 2,213 | $165 | 12/31/2023 |
BLV | 2,213 | $165 | 12/31/2023 |
Johnson Financial Group Inc. | 1,904 | $142 | 12/31/2023 |
BLV | 1,904 | $142 | 12/31/2023 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 1,851 | $137 | 12/31/2023 |
BLV | 1,851 | $137 | 12/31/2023 |
EP Wealth Advisors LLC | 1,727 | $129 | 12/31/2023 |
BLV | 1,727 | $129 | 12/31/2023 |
Optimum Investment Advisors | 1,629 | $118 | 03/31/2024 |
BLV | 1,629 | $118 | 03/31/2024 |
Resurgent Financial Advisors LLC | 1,562 | $116 | 12/31/2023 |
BLV | 1,562 | $116 | 12/31/2023 |
Allworth Financial LP | 1,519 | $110 | 03/31/2024 |
BLV | 1,519 | $110 | 03/31/2024 |
McIlrath & Eck LLC | 1,464 | $109 | 12/31/2023 |
BLV | 1,464 | $109 | 12/31/2023 |
Coppell Advisory Solutions LLC | 1,362 | $102 | 12/31/2023 |
BLV | 1,362 | $102 | 12/31/2023 |
Carmichael Hill & Associates Inc. | 1,274 | $92 | 03/31/2024 |
BLV | 1,274 | $92 | 03/31/2024 |
Richard W. Paul & Associates LLC | 1,209 | $90 | 12/31/2023 |
BLV | 1,209 | $90 | 12/31/2023 |
Private Trust Co. NA | 1,221 | $88 | 03/31/2024 |
BLV | 1,221 | $88 | 03/31/2024 |
Archer Investment Corp | 1,026 | $77 | 12/31/2023 |
BLV | 1,026 | $77 | 12/31/2023 |
Cape Investment Advisory Inc. | 1,024 | $76 | 12/31/2023 |
BLV | 1,024 | $76 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 922 | $68 | 12/31/2023 |
BLV | 922 | $68 | 12/31/2023 |
Fifth Third Bancorp | 846 | $61 | 03/31/2024 |
BLV | 846 | $61 | 03/31/2024 |
Aptus Capital Advisors LLC | 820 | $61 | 12/31/2023 |
BLV | 820 | $61 | 12/31/2023 |
Huntington National Bank | 782 | $58 | 12/31/2023 |
BLV | 782 | $58 | 12/31/2023 |
FMR LLC | 779 | $58 | 12/31/2023 |
BLV | 779 | $58 | 12/31/2023 |
Financial Gravity Asset Management Inc. | 670 | $50 | 12/31/2023 |
BLV | 670 | $50 | 12/31/2023 |
Sunbelt Securities Inc. | 631 | $46 | 03/31/2024 |
BLV | 631 | $46 | 03/31/2024 |
Sugarloaf Wealth Management LLC | 590 | $43 | 03/31/2024 |
BLV | 590 | $43 | 03/31/2024 |
Center for Financial Planning Inc. | 600 | $43 | 03/31/2024 |
BLV | 600 | $43 | 03/31/2024 |
IFP Advisors Inc | 580 | $43 | 12/31/2023 |
BLV | 580 | $43 | 12/31/2023 |
Tompkins Financial Corp | 542 | $39 | 03/31/2024 |
BLV | 542 | $39 | 03/31/2024 |
GeoWealth Management LLC | 494 | $37 | 12/31/2023 |
BLV | 494 | $37 | 12/31/2023 |
Spirit of America Management Corp NY | 519 | $36 | 03/31/2024 |
BLV | 519 | $36 | 03/31/2024 |
Founders Financial Alliance LLC | 437 | $33 | 12/31/2023 |
BLV | 437 | $33 | 12/31/2023 |
Caitlin John LLC | 440 | $33 | 12/31/2023 |
BLV | 440 | $33 | 12/31/2023 |
Phillips Financial Management LLC | 416 | $30 | 03/31/2024 |
BLV | 416 | $30 | 03/31/2024 |
Whittier Trust Co. | 399 | $30 | 12/31/2023 |
BLV | 399 | $30 | 12/31/2023 |
FinTrust Capital Advisors LLC | 406 | $30 | 12/31/2023 |
BLV | 406 | $30 | 12/31/2023 |
Parallel Advisors LLC | 400 | $30 | 12/31/2023 |
BLV | 400 | $30 | 12/31/2023 |
AdvisorNet Financial Inc | 395 | $29 | 03/31/2024 |
BLV | 395 | $29 | 03/31/2024 |
Howe & Rusling Inc. | 370 | $28 | 12/31/2023 |
BLV | 370 | $28 | 12/31/2023 |
Provence Wealth Management Group | 374 | $28 | 12/31/2023 |
BLV | 374 | $28 | 12/31/2023 |
Glass Jacobson Investment Advisors llc | 360 | $27 | 12/31/2023 |
BLV | 360 | $27 | 12/31/2023 |
Jackson Hole Capital Partners LLC | 332 | $25 | 12/31/2023 |
BLV | 332 | $25 | 12/31/2023 |
Newbridge Financial Services Group Inc. | 335 | $24 | 03/31/2024 |
BLV | 335 | $24 | 03/31/2024 |
PrairieView Partners LLC | 328 | $24 | 12/31/2023 |
BLV | 328 | $24 | 12/31/2023 |
Guardian Wealth Advisors LLC NC | 322 | $23 | 12/31/2023 |
BLV | 322 | $23 | 12/31/2023 |
Hazlett Burt & Watson Inc. | 289 | $22 | 12/31/2023 |
BLV | 289 | $22 | 12/31/2023 |
Larson Financial Group LLC | 285 | $21 | 12/31/2023 |
BLV | 285 | $21 | 12/31/2023 |
Jones Financial Companies Lllp | 239 | $18 | 12/31/2023 |
BLV | 239 | $18 | 12/31/2023 |
Tucker Asset Management LLC | 237 | $18 | 12/31/2023 |
BLV | 237 | $18 | 12/31/2023 |
Ameritas Investment Partners Inc. | 234 | $17 | 12/31/2023 |
BLV | 234 | $17 | 12/31/2023 |
Truvestments Capital LLC | 233 | $17 | 12/31/2023 |
BLV | 233 | $17 | 12/31/2023 |
Pacific Capital Wealth Advisors Inc. | 218 | $16 | 12/31/2023 |
BLV | 218 | $16 | 12/31/2023 |
Semmax Financial Advisors Inc. | 213 | $15 | 12/31/2023 |
BLV | 213 | $15 | 12/31/2023 |
JFS Wealth Advisors LLC | 185 | $14 | 12/31/2023 |
BLV | 185 | $14 | 12/31/2023 |
Jamison Private Wealth Management Inc. | 182 | $14 | 12/31/2023 |
BLV | 182 | $14 | 12/31/2023 |
Carolinas Wealth Consulting LLC | 171 | $13 | 12/31/2023 |
BLV | 171 | $13 | 12/31/2023 |
Farmers & Merchants Investments Inc. | 154 | $11 | 03/31/2024 |
BLV | 154 | $11 | 03/31/2024 |
Register Financial Advisors LLC | 154 | $11 | 03/31/2024 |
BLV | 154 | $11 | 03/31/2024 |
Parkside Financial Bank & Trust | 152 | $11 | 12/31/2023 |
BLV | 152 | $11 | 12/31/2023 |
Gradient Investments LLC | 130 | $9 | 03/31/2024 |
BLV | 130 | $9 | 03/31/2024 |
TD Capital Management LLC | 114 | $9 | 12/31/2023 |
BLV | 114 | $9 | 12/31/2023 |
Tower Research Capital LLC TRC | 114 | $9 | 12/31/2023 |
BLV | 114 | $9 | 12/31/2023 |
WealthShield Partners LLC | 123 | $9 | 12/31/2023 |
BLV | 123 | $9 | 12/31/2023 |
Colonial Trust Co SC | 116 | $9 | 12/31/2023 |
BLV | 116 | $9 | 12/31/2023 |
Whittier Trust Co. of Nevada Inc. | 111 | $8 | 12/31/2023 |
BLV | 111 | $8 | 12/31/2023 |
Baystate Wealth Management LLC | 111 | $8 | 12/31/2023 |
BLV | 111 | $8 | 12/31/2023 |
Mascoma Wealth Management LLC | 105 | $8 | 12/31/2023 |
BLV | 105 | $8 | 12/31/2023 |
Rockbridge Investment Management LCC | 109 | $8 | 12/31/2023 |
BLV | 109 | $8 | 12/31/2023 |
Impact Partnership Wealth LLC | 107 | $8 | 12/31/2023 |
BLV | 107 | $8 | 12/31/2023 |
Harbor Investment Advisory LLC | 101 | $7 | 03/31/2024 |
BLV | 101 | $7 | 03/31/2024 |
Coastal Investment Advisors Inc. | 101 | $7 | 03/31/2024 |
BLV | 101 | $7 | 03/31/2024 |
Beacon Capital Management LLC | 95 | $7 | 12/31/2023 |
BLV | 95 | $7 | 12/31/2023 |
Bank of Montreal Can | 86 | $6 | 12/31/2023 |
BLV | 86 | $6 | 12/31/2023 |
Main Street Group LTD | 82 | $6 | 12/31/2023 |
BLV | 82 | $6 | 12/31/2023 |
Livelsberger Financial Advisory | 79 | $6 | 12/31/2023 |
BLV | 79 | $6 | 12/31/2023 |
Barrett & Company Inc. | 65 | $5 | 03/31/2024 |
BLV | 65 | $5 | 03/31/2024 |
Rosenberg Matthew Hamilton | 74 | $5 | 03/31/2024 |
BLV | 74 | $5 | 03/31/2024 |
Pinnacle Bank | 62 | $4 | 03/31/2024 |
BLV | 62 | $4 | 03/31/2024 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 57 | $4 | 12/31/2023 |
BLV | 57 | $4 | 12/31/2023 |
First Pacific Financial | 43 | $3 | 03/31/2024 |
BLV | 43 | $3 | 03/31/2024 |
Wolff Wiese Magana LLC | 43 | $3 | 03/31/2024 |
BLV | 43 | $3 | 03/31/2024 |
Retirement Group LLC | 35 | $3 | 12/31/2023 |
BLV | 35 | $3 | 12/31/2023 |
ORG Partners LLC | 44 | $3 | 12/31/2023 |
BLV | 44 | $3 | 12/31/2023 |
Farther Finance Advisors LLC | 36 | $3 | 12/31/2023 |
BLV | 36 | $3 | 12/31/2023 |
Turtle Creek Wealth Advisors LLC | 41 | $3 | 12/31/2023 |
BLV | 41 | $3 | 12/31/2023 |
PSI Advisors LLC | 30 | $2 | 03/31/2024 |
BLV | 30 | $2 | 03/31/2024 |
Red Tortoise LLC | 25 | $2 | 03/31/2024 |
BLV | 25 | $2 | 03/31/2024 |
Cullen Frost Bankers Inc. | 28 | $2 | 12/31/2023 |
BLV | 28 | $2 | 12/31/2023 |
Blair William & Co. IL | 32 | $2 | 12/31/2023 |
BLV | 32 | $2 | 12/31/2023 |
NewSquare Capital LLC | 23 | $2 | 12/31/2023 |
BLV | 23 | $2 | 12/31/2023 |
Eukles Asset Management | 27 | $2 | 12/31/2023 |
BLV | 27 | $2 | 12/31/2023 |
Institutional & Family Asset Management LLC | 30 | $2 | 12/31/2023 |
BLV | 30 | $2 | 12/31/2023 |
Indiana Trust & Investment Management CO | 18 | $1 | 03/31/2024 |
BLV | 18 | $1 | 03/31/2024 |
Wetzel Investment Advisors Inc. | 14 | $1 | 03/31/2024 |
BLV | 14 | $1 | 03/31/2024 |
Ancora Advisors LLC | 13 | $1 | 12/31/2023 |
BLV | 13 | $1 | 12/31/2023 |
Liberty Wealth Management LLC | 18 | $1 | 12/31/2023 |
BLV | 18 | $1 | 12/31/2023 |
Cutler Group LP | $0 | 03/31/2024 | |
Call | 200 | $0 | 03/31/2024 |
Sound Income Strategies LLC | 1 | $0 | 03/31/2024 |
BLV | 1 | $0 | 03/31/2024 |
APCM Wealth Management for Individuals | 3 | $0 | 03/31/2024 |
BLV | 3 | $0 | 03/31/2024 |
SOA Wealth Advisors LLC. | 3 | $0 | 03/31/2024 |
BLV | 3 | $0 | 03/31/2024 |
Transamerica Financial Advisors Inc. | 1 | $0 | 12/31/2023 |
BLV | 1 | $0 | 12/31/2023 |
Capital Investment Advisory Services LLC | 6 | $0 | 12/31/2023 |
BLV | 6 | $0 | 12/31/2023 |
First Command Advisory Services Inc. | 4 | $0 | 12/31/2023 |
BLV | 4 | $0 | 12/31/2023 |
Key Financial Inc | 6 | $0 | 12/31/2023 |
BLV | 6 | $0 | 12/31/2023 |
Genus Capital Management Inc. | 41,047 | $-3,061,285 | 12/31/2023 |
Put | 41,047 | $3,061,285 | 12/31/2023 |
See Summary: Institutional Holders of BLV
See Details: Top 10 Hedge Funds Holding BLV
Also See: BLV Holdings Changes
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