HoldingsChannel.com
Funds Holding BLV
HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.7,134,965$715,922 12/31/2019
     BLV7,134,965$715,922 12/31/2019
Wells Fargo & Company MN3,787,615$380,049 12/31/2019
     BLV3,787,615$380,049 12/31/2019
M&T Bank Corp4,144,579$347,540 12/31/2019
     BLV4,144,579$347,540 12/31/2019
Ameriprise Financial Inc.2,753,576$275,606 12/31/2019
     BLV2,753,576$275,606 12/31/2019
Beacon Capital Management Inc.1,063,322$106,694 12/31/2019
     BLV1,063,322$106,694 12/31/2019
LPL Financial LLC944,327$94,754 12/31/2019
     BLV944,327$94,754 12/31/2019
Karpus Management Inc.736,341$73,884 12/31/2019
     BLV736,341$73,884 12/31/2019
Bank of New York Mellon Corp677,041$67,934 12/31/2019
     BLV677,041$67,934 12/31/2019
Advisor Group Inc.668,826$67,229 12/31/2019
     BLV668,826$67,229 12/31/2019
Cambridge Investment Research Advisors Inc.484,783$48,643 12/31/2019
     BLV484,783$48,643 12/31/2019
Royal Bank of Canada347,829$34,901 12/31/2019
     BLV347,829$34,901 12/31/2019
Morgan Stanley317,255$31,833 12/31/2019
     BLV317,255$31,833 12/31/2019
Bank of America Corp DE316,986$31,806 12/31/2019
     BLV316,986$31,806 12/31/2019
PNC Financial Services Group Inc.305,180$30,622 12/31/2019
     BLV305,180$30,622 12/31/2019
Lincoln National Corp288,928$28,991 12/31/2019
     BLV288,928$28,991 12/31/2019
Westwood Holdings Group Inc.266,943$26,785 12/31/2019
     BLV266,943$26,785 12/31/2019
Ladenburg Thalmann Financial Services Inc.231,242$23,177 12/31/2019
     BLV231,242$23,177 12/31/2019
Janney Montgomery Scott LLC176,757$17,736 12/31/2019
     BLV176,757$17,736 12/31/2019
QS Investors LLC171,486$17,297 12/31/2019
     BLV171,486$17,297 12/31/2019
UBS Group AG132,471$13,293 12/31/2019
     BLV132,471$13,293 12/31/2019
Global Financial Private Capital Inc111,877$11,226 12/31/2019
     BLV111,877$11,226 12/31/2019
Sunbelt Securities Inc.432$10,845 12/31/2019
     BLV432$10,845 12/31/2019
PFS Investments Inc.104,589$10,494 12/31/2019
     BLV104,589$10,494 12/31/2019
NYL Investors LLC103,900$10,425 12/31/2019
     BLV103,900$10,425 12/31/2019
Raymond James & Associates91,826$9,214 12/31/2019
     BLV91,826$9,214 12/31/2019
Verition Fund Management LLC91,687$9,200 12/31/2019
     BLV91,687$9,200 12/31/2019
HT Partners LLC91,151$9,146 12/31/2019
     BLV91,151$9,146 12/31/2019
Jane Street Group LLC87,768$8,807 12/31/2019
     BLV87,768$8,807 12/31/2019
Orion Portfolio Solutions LLC85,062$8,535 12/31/2019
     BLV85,062$8,535 12/31/2019
Citadel Advisors LLC77,901$7,817 12/31/2019
     BLV77,901$7,817 12/31/2019
Cardan Capital Partners LLC73,381$7,363 12/31/2019
     BLV73,381$7,363 12/31/2019
Cambria Investment Management L.P.71,021$7,126 12/31/2019
     BLV71,021$7,126 12/31/2019
National Asset Management Inc.70,657$7,091 12/31/2019
     BLV70,657$7,091 12/31/2019
Commonwealth Equity Services LLC68,505$6,873 12/31/2019
     BLV68,505$6,873 12/31/2019
Strategic Wealth Designers60,784$6,099 12/31/2019
     BLV60,784$6,099 12/31/2019
Eqis Capital Management Inc.59,356$5,956 12/31/2019
     BLV59,356$5,956 12/31/2019
Atria Investments LLC56,290$5,648 12/31/2019
     BLV56,290$5,648 12/31/2019
Bay Harbor Wealth Management LLC51,814$5,199 12/31/2019
     BLV51,814$5,199 12/31/2019
MML Investors Services LLC51,257$5,143 12/31/2019
     BLV51,257$5,143 12/31/2019
Violich Capital Management Inc.49,150$4,932 12/31/2019
     BLV49,150$4,932 12/31/2019
Susquehanna International Group LLP $4,598 12/31/2019
     BLV31,419$3,153 12/31/2019
     Call14,400$1,445 12/31/2019
NEXT Financial Group Inc43,538$4,368 12/31/2019
     BLV43,538$4,368 12/31/2019
Friedenthal Financial43,089$4,324 12/31/2019
     BLV43,089$4,324 12/31/2019
Change Path LLC41,268$4,141 12/31/2019
     BLV41,268$4,141 12/31/2019
Truist Financial Corp39,438$3,957 12/31/2019
     BLV39,438$3,957 12/31/2019
Massmutual Trust Co. FSB ADV36,740$3,772 09/30/2019
     BLV36,740$3,772 09/30/2019
JPMorgan Chase & Co.37,434$3,756 12/31/2019
     BLV37,434$3,756 12/31/2019
Anderson Fisher LLC37,326$3,745 12/31/2019
     BLV37,326$3,745 12/31/2019
Betterment LLC37,127$3,725 12/31/2019
     BLV37,127$3,725 12/31/2019
Raymond James Financial Services Advisors Inc.36,628$3,675 12/31/2019
     BLV36,628$3,675 12/31/2019
Proequities Inc.36,385$3,651 12/31/2019
     BLV36,385$3,651 12/31/2019
Brookstone Capital Management34,748$3,487 12/31/2019
     BLV34,748$3,487 12/31/2019
Financial Advisors Network Inc.34,153$3,427 12/31/2019
     BLV34,153$3,427 12/31/2019
SignalPoint Asset Management LLC33,685$3,380 12/31/2019
     BLV33,685$3,380 12/31/2019
Summit Wealth Group LLC31,915$3,202 12/31/2019
     BLV31,915$3,202 12/31/2019
Suntrust Banks Inc.30,088$3,089 09/30/2019
     BLV30,088$3,089 09/30/2019
Bank of Montreal Can29,254$2,935 12/31/2019
     BLV29,254$2,935 12/31/2019
Sage Advisory Services Ltd.Co.28,596$2,866 12/31/2019
     BLV28,596$2,866 12/31/2019
Elevated Capital Advisors LLC27,942$2,804 12/31/2019
     BLV27,942$2,804 12/31/2019
NorthRock Partners LLC27,536$2,763 12/31/2019
     BLV27,536$2,763 12/31/2019
Soltis Investment Advisors LLC27,401$2,749 12/31/2019
     BLV27,401$2,749 12/31/2019
AE Wealth Management LLC26,706$2,680 12/31/2019
     BLV26,706$2,680 12/31/2019
BancorpSouth Bank26,700$2,679 12/31/2019
     BLV26,700$2,679 12/31/2019
Mid Atlantic Financial Management Inc. ADV26,446$2,654 12/31/2019
     BLV26,446$2,654 12/31/2019
AJ Wealth Strategies LLC25,091$2,518 12/31/2019
     BLV25,091$2,518 12/31/2019
Gould Asset Management LLC CA24,955$2,504 12/31/2019
     BLV24,955$2,504 12/31/2019
Ackerman Capital Advisors LLC23,761$2,384 12/31/2019
     BLV23,761$2,384 12/31/2019
Semmax Financial Advisors Inc.23,591$2,367 12/31/2019
     BLV23,591$2,367 12/31/2019
OLD Mission Capital LLC23,398$2,348 12/31/2019
     BLV23,398$2,348 12/31/2019
Strategic Investment Advisors MI22,269$2,234 12/31/2019
     BLV22,269$2,234 12/31/2019
Wela Strategies Inc.21,900$2,197 12/31/2019
     BLV21,900$2,197 12/31/2019
Citigroup Inc.21,722$2,180 12/31/2019
     BLV21,722$2,180 12/31/2019
First Allied Advisory Services Inc.21,487$2,157 12/31/2019
     BLV21,487$2,157 12/31/2019
First Heartland Consultants Inc.21,395$2,147 12/31/2019
     BLV21,395$2,147 12/31/2019
White Lighthouse Investment Management Inc.20,478$2,055 12/31/2019
     BLV20,478$2,055 12/31/2019
ESL Trust Services LLC20,485$2,055 12/31/2019
     BLV20,485$2,055 12/31/2019
GWM Advisors LLC19,611$1,967 12/31/2019
     BLV19,611$1,967 12/31/2019
Aspire Private Capital LLC19,188$1,925 12/31/2019
     BLV19,188$1,925 12/31/2019
Sawtooth Solutions LLC18,846$1,891 12/31/2019
     BLV18,846$1,891 12/31/2019
Private Advisor Group LLC18,804$1,886 12/31/2019
     BLV18,804$1,886 12/31/2019
Independent Advisor Alliance18,516$1,858 12/31/2019
     BLV18,516$1,858 12/31/2019
Thrivent Financial for Lutherans18,392$1,845 12/31/2019
     BLV18,392$1,845 12/31/2019
Bank of Hawaii16,791$1,685 12/31/2019
     BLV16,791$1,685 12/31/2019
Baird Financial Group Inc.16,770$1,683 12/31/2019
     BLV16,770$1,683 12/31/2019
J.W. Cole Advisors Inc.16,028$1,608 12/31/2019
     BLV16,028$1,608 12/31/2019
Stifel Financial Corp15,697$1,581 12/31/2019
     BLV15,697$1,581 12/31/2019
US Bancorp DE15,728$1,578 12/31/2019
     BLV15,728$1,578 12/31/2019
Nwam LLC12,969$1,301 12/31/2019
     BLV12,969$1,301 12/31/2019
Pacific Financial Group Inc.12,761$1,280 12/31/2019
     BLV12,761$1,280 12/31/2019
Assetmark Inc.12,570$1,261 12/31/2019
     BLV12,570$1,261 12/31/2019
AlphaStar Capital Management LLC11,840$1,188 12/31/2019
     BLV11,840$1,188 12/31/2019
MUFG Americas Holdings Corp11,640$1,168 12/31/2019
     BLV11,640$1,168 12/31/2019
Phillips Financial Management LLC11,519$1,156 12/31/2019
     BLV11,519$1,156 12/31/2019
Aurum Wealth Management Group LLC11,409$1,145 12/31/2019
     BLV11,409$1,145 12/31/2019
Fiduciary Planning LLC10,357$1,081 12/31/2019
     BLV10,357$1,081 12/31/2019
Sowell Financial Services LLC9,889$992 12/31/2019
     BLV9,889$992 12/31/2019
BB&T Securities LLC9,293$953 09/30/2019
     BLV9,293$953 09/30/2019
HighTower Advisors LLC9,078$916 12/31/2019
     BLV9,078$916 12/31/2019
Global Wealth Management Investment Advisory Inc.9,042$907 12/31/2019
     BLV9,042$907 12/31/2019
20 20 Capital Management Inc.8,491$885 12/31/2019
     BLV8,491$885 12/31/2019
IFG Advisory LLC8,825$885 12/31/2019
     BLV8,825$885 12/31/2019
Captrust Financial Advisors8,134$820 12/31/2019
     BLV8,134$820 12/31/2019
Capital Investment Advisors LLC8,119$815 12/31/2019
     BLV8,119$815 12/31/2019
Dakota Wealth Management7,710$774 12/31/2019
     BLV7,710$774 12/31/2019
Oppenheimer & Co. Inc.7,361$739 12/31/2019
     BLV7,361$739 12/31/2019
Rehmann Capital Advisory Group8,611$719 09/30/2019
     BLV8,611$719 09/30/2019
Koshinski Asset Management Inc.6,844$692 12/31/2019
     BLV6,844$692 12/31/2019
CMC Financial Group6,728$675 12/31/2019
     BLV6,728$675 12/31/2019
Boston Advisors LLC6,570$675 09/30/2019
     BLV6,570$675 09/30/2019
Voya Financial Advisors Inc.6,596$667 12/31/2019
     BLV6,596$667 12/31/2019
FDx Advisors Inc.6,310$633 12/31/2019
     BLV6,310$633 12/31/2019
Financial Advocates Investment Management5,809$583 12/31/2019
     BLV5,809$583 12/31/2019
Creative Planning5,530$555 12/31/2019
     BLV5,530$555 12/31/2019
Millennium Management LLC5,440$546 12/31/2019
     BLV5,440$546 12/31/2019
Insight Folios Inc4,964$498 12/31/2019
     BLV4,964$498 12/31/2019
Regions Financial Corp4,879$490 12/31/2019
     BLV4,879$490 12/31/2019
Wedbush Securities Inc.4,701$472 12/31/2019
     BLV4,701$472 12/31/2019
Secure Asset Management LLC4,641$466 12/31/2019
     BLV4,641$466 12/31/2019
Rockefeller Capital Management L.P.4,448$446 12/31/2019
     BLV4,448$446 12/31/2019
CIBC World Markets Inc.4,430$445 12/31/2019
     BLV4,430$445 12/31/2019
Alaska Permanent Capital Management4,401$442 12/31/2019
     BLV4,401$442 12/31/2019
APCM Wealth Management for Individuals4,401$442 12/31/2019
     BLV4,401$442 12/31/2019
Resource Planning Group4,312$433 12/31/2019
     BLV4,312$433 12/31/2019
Hayden Royal LLC3,917$414 12/31/2019
     BLV3,917$414 12/31/2019
Integrated Wealth Concepts LLC3,891$390 12/31/2019
     BLV3,891$390 12/31/2019
Moneta Group Investment Advisors LLC3,877$389 12/31/2019
     BLV3,877$389 12/31/2019
Sigma Planning Corp3,722$374 12/31/2019
     BLV3,722$374 12/31/2019
B. Riley Wealth Management Inc.3,702$371 12/31/2019
     BLV3,702$371 12/31/2019
Wesbanco Bank Inc.3,591$361 12/31/2019
     BLV3,591$361 12/31/2019
Gamble Jones Investment Counsel3,600$361 12/31/2019
     BLV3,600$361 12/31/2019
Maryland Capital Management3,456$347 12/31/2019
     BLV3,456$347 12/31/2019
Fifth Third Bancorp3,390$340 12/31/2019
     BLV3,390$340 12/31/2019
Optimum Investment Advisors3,355$337 12/31/2019
     BLV3,355$337 12/31/2019
Advisory Services Network LLC3,315$333 12/31/2019
     BLV3,315$333 12/31/2019
TCF National Bank3,263$328 12/31/2019
     BLV3,263$328 12/31/2019
Evoke Wealth LLC3,840$310 12/31/2019
     BLV3,840$310 12/31/2019
Rockland Trust Co.3,076$309 12/31/2019
     BLV3,076$309 12/31/2019
Northwestern Mutual Wealth Management Co.3,042$305 12/31/2019
     BLV3,042$305 12/31/2019
Qube Research & Technologies Ltd3,044$305 12/31/2019
     BLV3,044$305 12/31/2019
Doliver Advisors LP2,837$285 12/31/2019
     BLV2,837$285 12/31/2019
Steward Partners Investment Advisory LLC2,817$282 12/31/2019
     BLV2,817$282 12/31/2019
Kovack Advisors Inc.2,759$277 12/31/2019
     BLV2,759$277 12/31/2019
Comerica Securities Inc.2,594$260 12/31/2019
     BLV2,594$260 12/31/2019
Pensionmark Financial Group LLC2,529$254 12/31/2019
     BLV2,529$254 12/31/2019
Cetera Advisor Networks LLC2,367$241 12/31/2019
     BLV2,367$241 12/31/2019
Paloma Partners Management Co2,308$232 12/31/2019
     BLV2,308$232 12/31/2019
Kingsview Wealth Management LLC2,275$228 12/31/2019
     BLV2,275$228 12/31/2019
Coastal Bridge Advisors LLC2,241$225 12/31/2019
     BLV2,241$225 12/31/2019
BBVA USA Bancshares Inc.2,174$218 12/31/2019
     BLV2,174$218 12/31/2019
Moseley Investment Management Inc.2,070$208 12/31/2019
     BLV2,070$208 12/31/2019
TI Trust Inc.2,023$203 12/31/2019
     BLV2,023$203 12/31/2019
Ausdal Financial Partners Inc.1,914$201 12/31/2019
     BLV1,914$201 12/31/2019
Fortis Advisors LLC1,994$200 12/31/2019
     BLV1,994$200 12/31/2019
Private Capital Group LLC1,987$199 12/31/2019
     BLV1,987$199 12/31/2019
FMR LLC1,927$194 12/31/2019
     BLV1,927$194 12/31/2019
Deutsche Bank AG1,819$182 12/31/2019
     BLV1,819$182 12/31/2019
TCI Wealth Advisors Inc.1,764$177 12/31/2019
     BLV1,764$177 12/31/2019
Capital Asset Advisory Services LLC1,602$168 12/31/2019
     BLV1,602$168 12/31/2019
Flagship Harbor Advisors LLC1,645$165 12/31/2019
     BLV1,645$165 12/31/2019
Global Retirement Partners LLC1,561$157 12/31/2019
     BLV1,561$157 12/31/2019
Coastal Investment Advisors Inc.1,546$157 12/31/2019
     BLV1,546$157 12/31/2019
AdvisorNet Financial Inc1,321$133 12/31/2019
     BLV1,321$133 12/31/2019
Verus Capital Partners LLC1,248$125 12/31/2019
     BLV1,248$125 12/31/2019
Joseph P. Lucia & Associates LLC1,085$109 12/31/2019
     BLV1,085$109 12/31/2019
FinTrust Capital Advisors LLC1,081$108 12/31/2019
     BLV1,081$108 12/31/2019
Liberty Wealth Management LLC1,062$107 12/31/2019
     BLV1,062$107 12/31/2019
Oppenheimer Asset Management Inc.997$100 12/31/2019
     BLV997$100 12/31/2019
Sofos Investments Inc.2,897$100 12/31/2019
     BLV2,897$100 12/31/2019
Ameritas Investment Company LLC824$83 12/31/2019
     BLV824$83 12/31/2019
IFP Advisors Inc784$79 12/31/2019
     BLV784$79 12/31/2019
Huntington National Bank673$68 12/31/2019
     BLV673$68 12/31/2019
Stonebridge Capital Advisors LLC635$64 12/31/2019
     BLV635$64 12/31/2019
Peachtree Investment Partners LLC563$57 12/31/2019
     BLV563$57 12/31/2019
Blair William & Co. IL451$45 12/31/2019
     BLV451$45 12/31/2019
BlackRock Inc.345$35 12/31/2019
     BLV345$35 12/31/2019
CWM LLC349$35 12/31/2019
     BLV349$35 12/31/2019
JNBA Financial Advisors339$34 12/31/2019
     BLV339$34 12/31/2019
Parallel Advisors LLC310$31 12/31/2019
     BLV310$31 12/31/2019
Patriot Financial Group Insurance Agency LLC304$31 12/31/2019
     BLV304$31 12/31/2019
Bell Rock Capital LLC304$31 12/31/2019
     BLV304$31 12/31/2019
Trust Co. of Vermont292$29 12/31/2019
     BLV292$29 12/31/2019
Aptus Capital Advisors LLC322$29 12/31/2019
     BLV322$29 12/31/2019
Reilly Financial Advisors LLC280$28 12/31/2019
     BLV280$28 12/31/2019
Valeo Financial Advisors LLC245$25 12/31/2019
     BLV245$25 12/31/2019
Stearns Financial Services Group228$23 12/31/2019
     BLV228$23 12/31/2019
Independence Bank of Kentucky230$23 12/31/2019
     BLV230$23 12/31/2019
Institute for Wealth Management LLC.193$19 12/31/2019
     BLV193$19 12/31/2019
Gradient Investments LLC188$19 12/31/2019
     BLV188$19 12/31/2019
First Bank & Trust179$18 12/31/2019
     BLV179$18 12/31/2019
Founders Capital Management150$15 12/31/2019
     BLV150$15 12/31/2019
LifePlan Financial Group Inc128$13 12/31/2019
     BLV128$13 12/31/2019
Meeder Asset Management Inc.110$11 12/31/2019
     BLV110$11 12/31/2019
Ameritas Investment Partners Inc.112$11 12/31/2019
     BLV112$11 12/31/2019
Synovus Financial Corp87$9 12/31/2019
     BLV87$9 12/31/2019
GSB Wealth Management LLC87$9 12/31/2019
     BLV87$9 12/31/2019
Wealth Quarterback LLC80$8 12/31/2019
     BLV80$8 12/31/2019
Vectors Research Management LLC59$6 12/31/2019
     BLV59$6 12/31/2019
Pinnacle Bank54$5 12/31/2019
     BLV54$5 12/31/2019
Jacobi Capital Management LLC35$4 12/31/2019
     BLV35$4 12/31/2019
Pacifica Partners Inc.42$4 12/31/2019
     BLV42$4 12/31/2019
Allworth Financial LP26$3 12/31/2019
     BLV26$3 12/31/2019
Institutional & Family Asset Management LLC30$3 12/31/2019
     BLV30$3 12/31/2019
Pflug Koory LLC30$3 12/31/2019
     BLV30$3 12/31/2019
Woodley Farra Manion Portfolio Management Inc.17$2 12/31/2019
     BLV17$2 12/31/2019
Prestige Wealth Management Group LLC15$2 12/31/2019
     BLV15$2 12/31/2019
Dowling & Yahnke LLC7$1 12/31/2019
     BLV7$1 12/31/2019
Ancora Advisors LLC8$1 12/31/2019
     BLV8$1 12/31/2019
Bedel Financial Consulting Inc.13$1 12/31/2019
     BLV13$1 12/31/2019
Tobias Financial Advisors Inc.9$0 12/31/2019
     BLV9$0 12/31/2019

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

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