HoldingsChannel.com
Funds Holding BLV
HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.7,805,617$871,497 06/30/2020
     BLV7,805,617$871,497 06/30/2020
Morgan Stanley2,997,904$319,936 03/31/2020
     BLV2,997,904$319,936 03/31/2020
Ameriprise Financial Inc.2,630,919$292,919 03/31/2020
     BLV2,630,919$292,919 03/31/2020
Wells Fargo & Company MN2,293,156$244,725 03/31/2020
     BLV2,293,156$244,725 03/31/2020
Beacon Capital Management Inc.1,015,980$113,434 06/30/2020
     BLV1,015,980$113,434 06/30/2020
LPL Financial LLC924,429$98,655 03/31/2020
     BLV924,429$98,655 03/31/2020
Citadel Advisors LLC887,943$94,761 03/31/2020
     BLV887,943$94,761 03/31/2020
Advisor Group Holdings Inc.921,941$92,965 03/31/2020
     BLV921,941$92,965 03/31/2020
Bank of New York Mellon Corp718,145$76,640 03/31/2020
     BLV718,145$76,640 03/31/2020
Foundations Investment Advisors LLC613,327$68,680 06/30/2020
     BLV613,327$68,680 06/30/2020
Cambridge Investment Research Advisors Inc.510,508$56,998 06/30/2020
     BLV510,508$56,998 06/30/2020
PNC Financial Services Group Inc.370,347$41,348 06/30/2020
     BLV370,347$41,348 06/30/2020
Royal Bank of Canada377,938$40,335 03/31/2020
     BLV377,938$40,335 03/31/2020
Lincoln National Corp282,638$31,557 06/30/2020
     BLV282,638$31,557 06/30/2020
The Manufacturers Life Insurance Company 275,700$29,423 03/31/2020
     BLV275,700$29,423 03/31/2020
Bank of America Corp DE272,478$29,078 03/31/2020
     BLV272,478$29,078 03/31/2020
Westwood Holdings Group Inc.267,708$28,570 03/31/2020
     BLV267,708$28,570 03/31/2020
Janney Montgomery Scott LLC205,896$22,988 06/30/2020
     BLV205,896$22,988 06/30/2020
Jane Street Group LLC129,122$13,780 03/31/2020
     BLV129,122$13,780 03/31/2020
Verition Fund Management LLC119,767$12,782 03/31/2020
     BLV119,767$12,782 03/31/2020
QS Investors LLC119,448$12,748 03/31/2020
     BLV119,448$12,748 03/31/2020
Global Financial Private Capital Inc117,289$12,518 03/31/2020
     BLV117,289$12,518 03/31/2020
NYL Investors LLC98,000$10,459 03/31/2020
     BLV98,000$10,459 03/31/2020
MML Investors Services LLC95,540$10,196 03/31/2020
     BLV95,540$10,196 03/31/2020
PFS Investments Inc.92,673$9,890 03/31/2020
     BLV92,673$9,890 03/31/2020
Orion Portfolio Solutions LLC90,593$9,668 03/31/2020
     BLV90,593$9,668 03/31/2020
National Asset Management Inc.77,883$8,697 06/30/2020
     BLV77,883$8,697 06/30/2020
HT Partners LLC77,194$8,619 06/30/2020
     BLV77,194$8,619 06/30/2020
Commonwealth Equity Services LLC69,911$7,460 03/31/2020
     BLV69,911$7,460 03/31/2020
UBS Group AG64,994$7,257 06/30/2020
     BLV64,994$7,257 06/30/2020
Cambria Investment Management L.P.66,130$7,057 03/31/2020
     BLV66,130$7,057 03/31/2020
Raymond James & Associates57,990$6,475 06/30/2020
     BLV57,990$6,475 06/30/2020
AE Wealth Management LLC54,658$6,103 06/30/2020
     BLV54,658$6,103 06/30/2020
Bay Harbor Wealth Management LLC54,042$6,034 06/30/2020
     BLV54,042$6,034 06/30/2020
Eqis Capital Management Inc.56,925$5,978 03/31/2020
     BLV56,925$5,978 03/31/2020
Proequities Inc.54,019$5,765 03/31/2020
     BLV54,019$5,765 03/31/2020
US Bancorp DE44,644$4,984 06/30/2020
     BLV44,644$4,984 06/30/2020
Anderson Fisher LLC44,022$4,915 06/30/2020
     BLV44,022$4,915 06/30/2020
OLD Mission Capital LLC45,367$4,842 03/31/2020
     BLV45,367$4,842 03/31/2020
Susquehanna International Group LLP $4,666 03/31/2020
     BLV38,528$4,111 03/31/2020
     Call5,200$555 03/31/2020
Mutual Advisors LLC41,504$4,634 06/30/2020
     BLV41,504$4,634 06/30/2020
Betterment LLC42,638$4,550 03/31/2020
     BLV42,638$4,550 03/31/2020
Change Path LLC40,048$4,274 03/31/2020
     BLV40,048$4,274 03/31/2020
Raymond James Financial Services Advisors Inc.37,818$4,222 06/30/2020
     BLV37,818$4,222 06/30/2020
Cardan Capital Partners LLC36,153$4,036 06/30/2020
     BLV36,153$4,036 06/30/2020
Lee Financial Group Hawaii Inc.35,930$4,012 06/30/2020
     BLV35,930$4,012 06/30/2020
Massmutual Trust Co. FSB ADV37,569$4,009 03/31/2020
     BLV37,569$4,009 03/31/2020
SignalPoint Asset Management LLC35,882$4,006 06/30/2020
     BLV35,882$4,006 06/30/2020
Summit Wealth Group LLC34,433$3,844 06/30/2020
     BLV34,433$3,844 06/30/2020
Sawtooth Solutions LLC34,285$3,828 06/30/2020
     BLV34,285$3,828 06/30/2020
Morningstar Investment Services LLC33,647$3,752 06/30/2020
     BLV33,647$3,752 06/30/2020
Bank of Montreal Can35,232$3,711 03/31/2020
     BLV35,232$3,711 03/31/2020
Truist Financial Corp34,493$3,680 03/31/2020
     BLV34,493$3,680 03/31/2020
Strategic Investment Advisors MI30,586$3,415 06/30/2020
     BLV30,586$3,415 06/30/2020
Brookstone Capital Management29,908$3,339 06/30/2020
     BLV29,908$3,339 06/30/2020
Gould Asset Management LLC CA29,220$3,262 06/30/2020
     BLV29,220$3,262 06/30/2020
Stifel Financial Corp30,320$3,234 03/31/2020
     BLV30,320$3,234 03/31/2020
BancorpSouth Bank26,200$2,925 06/30/2020
     BLV26,200$2,925 06/30/2020
Financial Advisors Network Inc.26,834$2,864 03/31/2020
     BLV26,834$2,864 03/31/2020
NEXT Financial Group Inc25,342$2,830 06/30/2020
     BLV25,342$2,830 06/30/2020
Provident Wealth Management LLC22,833$2,549 06/30/2020
     BLV22,833$2,549 06/30/2020
Private Advisor Group LLC23,655$2,524 03/31/2020
     BLV23,655$2,524 03/31/2020
First Heartland Consultants Inc.21,659$2,418 06/30/2020
     BLV21,659$2,418 06/30/2020
Wela Strategies Inc.21,318$2,380 06/30/2020
     BLV21,318$2,380 06/30/2020
Semmax Financial Advisors Inc.20,524$2,292 06/30/2020
     BLV20,524$2,292 06/30/2020
Citigroup Inc.21,078$2,249 03/31/2020
     BLV21,078$2,249 03/31/2020
J.W. Cole Advisors Inc.20,131$2,248 06/30/2020
     BLV20,131$2,248 06/30/2020
ESL Trust Services LLC20,485$2,190 03/31/2020
     BLV20,485$2,190 03/31/2020
Aspire Private Capital LLC20,069$2,142 03/31/2020
     BLV20,069$2,142 03/31/2020
GWM Advisors LLC18,946$2,115 06/30/2020
     BLV18,946$2,115 06/30/2020
White Lighthouse Investment Management Inc.18,938$2,114 06/30/2020
     BLV18,938$2,114 06/30/2020
Sage Advisory Services Ltd.Co.17,881$1,996 06/30/2020
     BLV17,881$1,996 06/30/2020
Baird Financial Group Inc.17,927$1,913 03/31/2020
     BLV17,927$1,913 03/31/2020
Synovus Financial Corp17,880$1,902 03/31/2020
     BLV17,880$1,902 03/31/2020
Outlook Wealth Advisors LLC15,940$1,780 06/30/2020
     BLV15,940$1,780 06/30/2020
Secure Asset Management LLC15,519$1,733 06/30/2020
     BLV15,519$1,733 06/30/2020
M&T Bank Corp15,512$1,732 06/30/2020
     BLV15,512$1,732 06/30/2020
First Allied Advisory Services Inc.16,104$1,719 03/31/2020
     BLV16,104$1,719 03/31/2020
Bank of Hawaii15,966$1,704 03/31/2020
     BLV15,966$1,704 03/31/2020
Maryland Capital Management14,878$1,588 03/31/2020
     BLV14,878$1,588 03/31/2020
Assetmark Inc.14,604$1,559 03/31/2020
     BLV14,604$1,559 03/31/2020
Centaurus Financial Inc.14,582$1,556 03/31/2020
     BLV14,582$1,556 03/31/2020
Clear Creek Financial Management LLC13,910$1,553 06/30/2020
     BLV13,910$1,553 06/30/2020
AlphaStar Capital Management LLC12,704$1,451 06/30/2020
     BLV12,704$1,451 06/30/2020
Pacific Financial Group Inc.13,440$1,434 06/30/2020
     BLV13,440$1,434 06/30/2020
Aurum Wealth Management Group LLC12,650$1,350 03/31/2020
     BLV12,650$1,350 03/31/2020
Nwam LLC11,331$1,265 06/30/2020
     BLV11,331$1,265 06/30/2020
Phillips Financial Management LLC11,255$1,257 06/30/2020
     BLV11,255$1,257 06/30/2020
Thrivent Financial for Lutherans10,471$1,117 03/31/2020
     BLV10,471$1,117 03/31/2020
Mid Atlantic Financial Management Inc. ADV9,591$1,071 06/30/2020
     BLV9,591$1,071 06/30/2020
SigFig Wealth Management LLC9,302$1,039 06/30/2020
     BLV9,302$1,039 06/30/2020
Capital Investment Advisors LLC9,057$1,011 06/30/2020
     BLV9,057$1,011 06/30/2020
Global Wealth Management Investment Advisory Inc.9,208$983 03/31/2020
     BLV9,208$983 03/31/2020
IFG Advisory LLC8,841$943 03/31/2020
     BLV8,841$943 03/31/2020
55I LLC8,554$941 03/31/2020
     BLV8,554$941 03/31/2020
NorthRock Partners LLC8,577$915 03/31/2020
     BLV8,577$915 03/31/2020
HighTower Advisors LLC8,433$902 03/31/2020
     BLV8,433$902 03/31/2020
Oppenheimer & Co. Inc.7,799$832 03/31/2020
     BLV7,799$832 03/31/2020
Captrust Financial Advisors7,627$807 03/31/2020
     BLV7,627$807 03/31/2020
Creative Planning6,854$765 06/30/2020
     BLV6,854$765 06/30/2020
20 20 Capital Management Inc.7,016$758 03/31/2020
     BLV7,016$758 03/31/2020
Karpus Management Inc.7,090$757 03/31/2020
     BLV7,090$757 03/31/2020
Avantax Advisory Services Inc.6,538$727 06/30/2020
     BLV6,538$727 06/30/2020
MUFG Americas Holdings Corp10,024$679 06/30/2020
     BLV10,024$679 06/30/2020
Insight Folios Inc5,987$668 06/30/2020
     BLV5,987$668 06/30/2020
Renaissance Technologies LLC6,201$662 03/31/2020
     BLV6,201$662 03/31/2020
Moseley Investment Management Inc.5,549$620 06/30/2020
     BLV5,549$620 06/30/2020
Voya Financial Advisors Inc.5,753$615 03/31/2020
     BLV5,753$615 03/31/2020
Financial Advocates Investment Management5,301$566 03/31/2020
     BLV5,301$566 03/31/2020
Sowell Financial Services LLC5,239$559 03/31/2020
     BLV5,239$559 03/31/2020
Clear Street Markets LLC5,000$558 06/30/2020
     BLV5,000$558 06/30/2020
Koshinski Asset Management Inc.4,859$543 06/30/2020
     BLV4,859$543 06/30/2020
Regions Financial Corp4,824$539 06/30/2020
     BLV4,824$539 06/30/2020
APCM Wealth Management for Individuals4,401$470 03/31/2020
     BLV4,401$470 03/31/2020
Cetera Investment Advisers4,333$463 03/31/2020
     BLV4,333$463 03/31/2020
Integrated Wealth Concepts LLC4,128$461 06/30/2020
     BLV4,128$461 06/30/2020
Wedbush Securities Inc.4,121$460 06/30/2020
     BLV4,121$460 06/30/2020
Resource Planning Group4,212$449 03/31/2020
     BLV4,212$449 03/31/2020
Fifth Third Bancorp3,768$421 06/30/2020
     BLV3,768$421 06/30/2020
Sigma Planning Corp3,596$402 06/30/2020
     BLV3,596$402 06/30/2020
Two Sigma Securities LLC3,752$400 03/31/2020
     BLV3,752$400 03/31/2020
Rockefeller Capital Management L.P.3,730$398 03/31/2020
     BLV3,730$398 03/31/2020
Optimum Investment Advisors3,552$397 06/30/2020
     BLV3,552$397 06/30/2020
Advisory Services Network LLC3,650$389 03/31/2020
     BLV3,650$389 03/31/2020
B. Riley Wealth Management Inc.3,621$386 03/31/2020
     BLV3,621$386 03/31/2020
Wesbanco Bank Inc.3,399$379 06/30/2020
     BLV3,399$379 06/30/2020
Ameritas Investment Company LLC3,530$374 03/31/2020
     BLV3,530$374 03/31/2020
Park Avenue Securities LLC3,295$368 06/30/2020
     BLV3,295$368 06/30/2020
Hayden Royal LLC3,450$368 03/31/2020
     BLV3,450$368 03/31/2020
Csenge Advisory Group3,111$347 06/30/2020
     BLV3,111$347 06/30/2020
Northwestern Mutual Wealth Management Co.3,242$346 03/31/2020
     BLV3,242$346 03/31/2020
Cetera Advisor Networks LLC3,147$336 03/31/2020
     BLV3,147$336 03/31/2020
Kovack Advisors Inc.2,940$328 06/30/2020
     BLV2,940$328 06/30/2020
Moneta Group Investment Advisors LLC3,073$328 03/31/2020
     BLV3,073$328 03/31/2020
Kingsview Wealth Management LLC2,932$313 03/31/2020
     BLV2,932$313 03/31/2020
TCF National Bank2,988$290 06/30/2020
     BLV2,988$290 06/30/2020
Cetera Advisors LLC2,649$283 03/31/2020
     BLV2,649$283 03/31/2020
Lighthouse Financial Advisors Inc.2,487$277 06/30/2020
     BLV2,487$277 06/30/2020
Pensionmark Financial Group LLC2,487$265 03/31/2020
     BLV2,487$265 03/31/2020
Private Capital Group LLC2,418$258 03/31/2020
     BLV2,418$258 03/31/2020
Ausdal Financial Partners Inc.2,287$255 06/30/2020
     BLV2,287$255 06/30/2020
BBVA USA Bancshares Inc.2,174$242 06/30/2020
     BLV2,174$242 06/30/2020
International Assets Investment Management LLC2,153$240 06/30/2020
     BLV2,153$240 06/30/2020
Coastal Bridge Advisors LLC2,241$239 03/31/2020
     BLV2,241$239 03/31/2020
Millennium Management LLC2,221$237 03/31/2020
     BLV2,221$237 03/31/2020
FMR LLC2,154$230 03/31/2020
     BLV2,154$230 03/31/2020
Soltis Investment Advisors LLC2,152$230 03/31/2020
     BLV2,152$230 03/31/2020
SeaCrest Wealth Management LLC1,985$222 06/30/2020
     BLV1,985$222 06/30/2020
Fortis Advisors LLC2,004$214 03/31/2020
     BLV2,004$214 03/31/2020
TCI Wealth Advisors Inc.1,710$191 06/30/2020
     BLV1,710$191 06/30/2020
Steward Partners Investment Advisory LLC1,579$176 06/30/2020
     BLV1,579$176 06/30/2020
CWM LLC1,450$162 06/30/2020
     BLV1,450$162 06/30/2020
Global Retirement Partners LLC1,440$161 06/30/2020
     BLV1,440$161 06/30/2020
Deutsche Bank AG1,496$160 03/31/2020
     BLV1,496$160 03/31/2020
Sofos Investments Inc.1,471$157 03/31/2020
     BLV1,471$157 03/31/2020
Flagship Harbor Advisors LLC1,404$156 06/30/2020
     BLV1,404$156 06/30/2020
AdvisorNet Financial Inc1,321$141 03/31/2020
     BLV1,321$141 03/31/2020
Verus Capital Partners LLC1,248$133 03/31/2020
     BLV1,248$133 03/31/2020
Joseph P. Lucia & Associates LLC1,085$121 06/30/2020
     BLV1,085$121 06/30/2020
FinTrust Capital Advisors LLC1,081$115 03/31/2020
     BLV1,081$115 03/31/2020
Liberty Wealth Management LLC1,002$112 06/30/2020
     BLV1,002$112 06/30/2020
Golden State Wealth Management LLC900$96 03/31/2020
     BLV900$96 03/31/2020
Oppenheimer Asset Management Inc.757$81 03/31/2020
     BLV757$81 03/31/2020
IFP Advisors Inc734$80 06/30/2020
     BLV734$80 06/30/2020
Capital Asset Advisory Services LLC661$71 03/31/2020
     BLV661$71 03/31/2020
Sound Income Strategies LLC606$68 06/30/2020
     BLV606$68 06/30/2020
Stonebridge Capital Advisors LLC635$68 03/31/2020
     BLV635$68 03/31/2020
Penserra Capital Management LLC432$46 03/31/2020
     BLV432$46 03/31/2020
MV Capital Management Inc.354$40 06/30/2020
     BLV354$40 06/30/2020
PrairieView Partners LLC362$40 06/30/2020
     BLV362$40 06/30/2020
Blair William & Co. IL362$39 03/31/2020
     BLV362$39 03/31/2020
Parallel Advisors LLC310$34 06/30/2020
     BLV310$34 06/30/2020
HCR Wealth Advisors306$34 06/30/2020
     BLV306$34 06/30/2020
Peachtree Investment Partners LLC300$32 03/31/2020
     BLV300$32 03/31/2020
Reilly Financial Advisors LLC280$31 06/30/2020
     BLV280$31 06/30/2020
Patriot Financial Group Insurance Agency LLC271$30 06/30/2020
     BLV271$30 06/30/2020
Aptus Capital Advisors LLC322$29 06/30/2020
     BLV322$29 06/30/2020
Meeder Asset Management Inc.273$29 03/31/2020
     BLV273$29 03/31/2020
Valeo Financial Advisors LLC242$27 06/30/2020
     BLV242$27 06/30/2020
BlackRock Inc.253$27 03/31/2020
     BLV253$27 03/31/2020
Independence Bank of Kentucky230$26 06/30/2020
     BLV230$26 06/30/2020
Webster Bank N. A.220$25 06/30/2020
     BLV220$25 06/30/2020
Stearns Financial Services Group228$24 03/31/2020
     BLV228$24 03/31/2020
Gradient Investments LLC188$21 06/30/2020
     BLV188$21 06/30/2020
First Bank & Trust179$20 06/30/2020
     BLV179$20 06/30/2020
Selective Wealth Management Inc.180$20 06/30/2020
     BLV180$20 06/30/2020
Founders Capital Management150$16 03/31/2020
     BLV150$16 03/31/2020
Jacobi Capital Management LLC126$14 06/30/2020
     BLV126$14 06/30/2020
LifePlan Financial Group Inc112$13 06/30/2020
     BLV112$13 06/30/2020
Ameritas Investment Partners Inc.112$12 06/30/2020
     BLV112$12 06/30/2020
Beese Fulmer Investment Management Inc.97$11 06/30/2020
     BLV97$11 06/30/2020
MBE Wealth Management LLC90$9 03/31/2020
     BLV90$9 03/31/2020
HM Payson & Co.54$6 03/31/2020
     BLV54$6 03/31/2020
Vectors Research Management LLC59$6 03/31/2020
     BLV59$6 03/31/2020
Arrow Financial Corp43$5 06/30/2020
     BLV43$5 06/30/2020
JNBA Financial Advisors35$4 06/30/2020
     BLV35$4 06/30/2020
Harbor Investment Advisory LLC27$3 06/30/2020
     BLV27$3 06/30/2020
Allworth Financial LP26$3 06/30/2020
     BLV26$3 06/30/2020
Institutional & Family Asset Management LLC30$3 03/31/2020
     BLV30$3 03/31/2020
Woodley Farra Manion Portfolio Management Inc.17$2 03/31/2020
     BLV17$2 03/31/2020
Cullen Frost Bankers Inc.5$1 06/30/2020
     BLV5$1 06/30/2020
Carroll Financial Associates Inc.15$1 06/30/2020
     BLV15$1 06/30/2020
Bedel Financial Consulting Inc.13$1 06/30/2020
     BLV13$1 06/30/2020
Larson Financial Group LLC13$1 06/30/2020
     BLV13$1 06/30/2020
Citizens Financial Group Inc RI12$1 03/31/2020
     BLV12$1 03/31/2020
Ancora Advisors LLC8$1 03/31/2020
     BLV8$1 03/31/2020
Tower Research Capital LLC TRC 5$1 03/31/2020
     BLV5$1 03/31/2020
Huntington National Bank1$0 06/30/2020
     BLV1$0 06/30/2020
Pacitti Group Inc.9$0 03/31/2020
     BLV9$0 03/31/2020
Wealth Quarterback LLC81$0 03/31/2020
     BLV81$0 03/31/2020

See Summary: Institutional Holders of BLV
See Details: Top 10 Hedge Funds Holding BLV
Also See: BLV Holdings Changes

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