HoldingsChannel.com
Funds Holding BLV
HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.8,385,537$937,838 09/30/2020
     BLV8,385,537$937,838 09/30/2020
Morgan Stanley3,066,622$342,388 06/30/2020
     BLV3,066,622$342,388 06/30/2020
Ameriprise Financial Inc.2,295,424$256,992 06/30/2020
     BLV2,295,424$256,992 06/30/2020
Wells Fargo & Company MN2,230,893$249,080 06/30/2020
     BLV2,230,893$249,080 06/30/2020
Beacon Capital Management Inc.1,381,046$154,456 09/30/2020
     BLV1,381,046$154,456 09/30/2020
LPL Financial LLC984,175$109,883 06/30/2020
     BLV984,175$109,883 06/30/2020
Advisor Group Holdings Inc.982,027$109,775 06/30/2020
     BLV982,027$109,775 06/30/2020
Cabana LLC708,144$79,064 06/30/2020
     BLV708,144$79,064 06/30/2020
Bank of New York Mellon Corp705,055$78,719 06/30/2020
     BLV705,055$78,719 06/30/2020
Cambridge Investment Research Advisors Inc.510,508$56,998 06/30/2020
     BLV510,508$56,998 06/30/2020
Susquehanna International Group LLP $49,229 06/30/2020
     BLV420,126$46,907 06/30/2020
     Call24,200$2,702 06/30/2020
     Put3,400$380 06/30/2020
Royal Bank of Canada393,958$43,986 06/30/2020
     BLV393,958$43,986 06/30/2020
PNC Financial Services Group Inc.370,347$41,348 06/30/2020
     BLV370,347$41,348 06/30/2020
Lincoln National Corp282,638$31,557 06/30/2020
     BLV282,638$31,557 06/30/2020
Bank of America Corp DE274,236$30,619 06/30/2020
     BLV274,236$30,619 06/30/2020
Jane Street Group LLC270,614$30,214 06/30/2020
     BLV270,614$30,214 06/30/2020
Westwood Holdings Group Inc.267,682$29,887 06/30/2020
     BLV267,682$29,887 06/30/2020
Bank of Montreal Can239,976$27,401 06/30/2020
     BLV239,976$27,401 06/30/2020
Janney Montgomery Scott LLC205,896$22,988 06/30/2020
     BLV205,896$22,988 06/30/2020
Citadel Advisors LLC141,525$15,801 06/30/2020
     BLV141,525$15,801 06/30/2020
Global Financial Private Capital Inc126,645$14,140 06/30/2020
     BLV126,645$14,140 06/30/2020
MML Investors Services LLC121,275$13,540 06/30/2020
     BLV121,275$13,540 06/30/2020
QS Investors LLC118,550$13,237 06/30/2020
     BLV118,550$13,237 06/30/2020
Verition Fund Management LLC102,521$11,446 06/30/2020
     BLV102,521$11,446 06/30/2020
NYL Investors LLC101,900$11,377 06/30/2020
     BLV101,900$11,377 06/30/2020
Orion Portfolio Solutions LLC92,639$10,343 06/30/2020
     BLV92,639$10,343 06/30/2020
National Asset Management Inc.77,883$8,697 06/30/2020
     BLV77,883$8,697 06/30/2020
HT Partners LLC77,695$8,689 09/30/2020
     BLV77,695$8,689 09/30/2020
OLD Mission Capital LLC75,314$8,409 06/30/2020
     BLV75,314$8,409 06/30/2020
UBS Group AG64,994$7,257 06/30/2020
     BLV64,994$7,257 06/30/2020
Atria Investments LLC62,800$7,012 06/30/2020
     BLV62,800$7,012 06/30/2020
Proequities Inc.59,799$6,677 06/30/2020
     BLV59,799$6,677 06/30/2020
Cambria Investment Management L.P.58,861$6,572 06/30/2020
     BLV58,861$6,572 06/30/2020
Commonwealth Equity Services LLC58,025$6,478 06/30/2020
     BLV58,025$6,478 06/30/2020
Raymond James & Associates57,990$6,475 06/30/2020
     BLV57,990$6,475 06/30/2020
Coastline Trust Co54,810$6,130 09/30/2020
     BLV54,810$6,130 09/30/2020
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
Brookstone Capital Management53,009$5,928 09/30/2020
     BLV53,009$5,928 09/30/2020
Eqis Capital Management Inc.51,270$5,724 06/30/2020
     BLV51,270$5,724 06/30/2020
Betterment LLC50,970$5,691 06/30/2020
     BLV50,970$5,691 06/30/2020
Truist Financial Corp50,743$5,666 06/30/2020
     BLV50,743$5,666 06/30/2020
PFS Investments Inc.48,020$5,361 06/30/2020
     BLV48,020$5,361 06/30/2020
Private Advisor Group LLC46,238$5,162 06/30/2020
     BLV46,238$5,162 06/30/2020
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
Change Path LLC42,932$4,793 06/30/2020
     BLV42,932$4,793 06/30/2020
Elevated Capital Advisors LLC40,906$4,654 06/30/2020
     BLV40,906$4,654 06/30/2020
Mutual Advisors LLC41,504$4,634 06/30/2020
     BLV41,504$4,634 06/30/2020
Massmutual Trust Co. FSB ADV39,435$4,403 06/30/2020
     BLV39,435$4,403 06/30/2020
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
SignalPoint Asset Management LLC35,882$4,006 06/30/2020
     BLV35,882$4,006 06/30/2020
Stifel Financial Corp35,424$3,955 06/30/2020
     BLV35,424$3,955 06/30/2020
Summit Wealth Group LLC34,433$3,844 06/30/2020
     BLV34,433$3,844 06/30/2020
Strategic Investment Advisors MI34,312$3,838 09/30/2020
     BLV34,312$3,838 09/30/2020
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
Gould Asset Management LLC CA29,220$3,262 06/30/2020
     BLV29,220$3,262 06/30/2020
Financial Advisors Network Inc.27,813$3,105 06/30/2020
     BLV27,813$3,105 06/30/2020
Ackerman Capital Advisors LLC27,075$3,023 06/30/2020
     BLV27,075$3,023 06/30/2020
Provident Wealth Management LLC26,676$2,983 09/30/2020
     BLV26,676$2,983 09/30/2020
BancorpSouth Bank26,200$2,925 06/30/2020
     BLV26,200$2,925 06/30/2020
NEXT Financial Group Inc25,342$2,830 06/30/2020
     BLV25,342$2,830 06/30/2020
White Lighthouse Investment Management Inc.22,513$2,518 09/30/2020
     BLV22,513$2,518 09/30/2020
Aspire Private Capital LLC22,015$2,458 06/30/2020
     BLV22,015$2,458 06/30/2020
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
Avantax Advisory Services Inc.21,111$2,361 09/30/2020
     BLV21,111$2,361 09/30/2020
Citigroup Inc.20,649$2,305 06/30/2020
     BLV20,649$2,305 06/30/2020
Semmax Financial Advisors Inc.20,524$2,292 06/30/2020
     BLV20,524$2,292 06/30/2020
J.W. Cole Advisors Inc.20,131$2,248 06/30/2020
     BLV20,131$2,248 06/30/2020
GWM Advisors LLC18,946$2,115 06/30/2020
     BLV18,946$2,115 06/30/2020
Centaurus Financial Inc.18,161$2,028 06/30/2020
     BLV18,161$2,028 06/30/2020
Sage Advisory Services Ltd.Co.17,881$1,996 06/30/2020
     BLV17,881$1,996 06/30/2020
Bank of Hawaii17,055$1,904 06/30/2020
     BLV17,055$1,904 06/30/2020
Outlook Wealth Advisors LLC15,940$1,780 06/30/2020
     BLV15,940$1,780 06/30/2020
Maryland Capital Management15,768$1,760 06/30/2020
     BLV15,768$1,760 06/30/2020
Baird Financial Group Inc.17,290$1,735 06/30/2020
     BLV17,290$1,735 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
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 LLC12,749$1,423 06/30/2020
     BLV12,749$1,423 06/30/2020
Renaissance Technologies LLC12,592$1,406 06/30/2020
     BLV12,592$1,406 06/30/2020
Nwam LLC11,297$1,264 09/30/2020
     BLV11,297$1,264 09/30/2020
Phillips Financial Management LLC11,255$1,257 06/30/2020
     BLV11,255$1,257 06/30/2020
First Allied Advisory Services Inc.10,009$1,118 06/30/2020
     BLV10,009$1,118 06/30/2020
Thrivent Financial for Lutherans10,471$1,117 06/30/2020
     BLV10,471$1,117 06/30/2020
20 20 Capital Management Inc.9,367$1,095 06/30/2020
     BLV9,367$1,095 06/30/2020
Mid Atlantic Financial Management Inc. ADV9,591$1,071 06/30/2020
     BLV9,591$1,071 06/30/2020
Blue Square Asset Management LLC9,535$1,065 06/30/2020
     BLV9,535$1,065 06/30/2020
FormulaFolio Investments LLC9,476$1,060 09/30/2020
     BLV9,476$1,060 09/30/2020
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
55I LLC9,024$1,008 06/30/2020
     BLV9,024$1,008 06/30/2020
Regions Financial Corp8,593$961 09/30/2020
     BLV8,593$961 09/30/2020
IFG Advisory LLC8,537$953 06/30/2020
     BLV8,537$953 06/30/2020
Global Wealth Management Investment Advisory Inc.8,331$930 06/30/2020
     BLV8,331$930 06/30/2020
HighTower Advisors LLC7,746$860 06/30/2020
     BLV7,746$860 06/30/2020
Captrust Financial Advisors7,572$849 06/30/2020
     BLV7,572$849 06/30/2020
Oppenheimer & Co. Inc.7,415$828 06/30/2020
     BLV7,415$828 06/30/2020
Karpus Management Inc.7,090$792 06/30/2020
     BLV7,090$792 06/30/2020
Creative Planning6,854$765 06/30/2020
     BLV6,854$765 06/30/2020
MUFG Americas Holdings Corp10,024$679 06/30/2020
     BLV10,024$679 06/30/2020
Financial Advocates Investment Management6,020$672 06/30/2020
     BLV6,020$672 06/30/2020
Insight Folios Inc6,001$671 09/30/2020
     BLV6,001$671 09/30/2020
Resource Planning Group5,979$668 06/30/2020
     BLV5,979$668 06/30/2020
Cetera Investment Advisers5,584$624 06/30/2020
     BLV5,584$624 06/30/2020
Moseley Investment Management Inc.5,549$620 06/30/2020
     BLV5,549$620 06/30/2020
Goldman Sachs Group Inc.5,408$604 06/30/2020
     BLV5,408$604 06/30/2020
Koshinski Asset Management Inc.4,859$543 06/30/2020
     BLV4,859$543 06/30/2020
Northwestern Mutual Wealth Management Co.4,804$536 06/30/2020
     BLV4,804$536 06/30/2020
Foundations Investment Advisors LLC4,708$526 09/30/2020
     BLV4,708$526 09/30/2020
Darwin Advisors LLC4,275$478 09/30/2020
     BLV4,275$478 09/30/2020
Addison Capital Co4,261$477 09/30/2020
     BLV4,261$477 09/30/2020
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
Rockefeller Capital Management L.P.3,844$430 06/30/2020
     BLV3,844$430 06/30/2020
Advisory Services Network LLC3,814$426 06/30/2020
     BLV3,814$426 06/30/2020
Fifth Third Bancorp3,768$421 06/30/2020
     BLV3,768$421 06/30/2020
Pensionmark Financial Group LLC3,571$409 06/30/2020
     BLV3,571$409 06/30/2020
B. Riley Wealth Management Inc.3,654$408 06/30/2020
     BLV3,654$408 06/30/2020
Cetera Advisors LLC3,610$403 06/30/2020
     BLV3,610$403 06/30/2020
Sigma Planning Corp3,596$402 06/30/2020
     BLV3,596$402 06/30/2020
Optimum Investment Advisors3,584$401 09/30/2020
     BLV3,584$401 09/30/2020
Wesbanco Bank Inc.3,399$379 06/30/2020
     BLV3,399$379 06/30/2020
CIBC World Markets Inc.3,330$372 06/30/2020
     BLV3,330$372 06/30/2020
Hayden Royal LLC3,321$371 06/30/2020
     BLV3,321$371 06/30/2020
Park Avenue Securities LLC3,295$368 06/30/2020
     BLV3,295$368 06/30/2020
Intrua Financial LLC3,119$353 06/30/2020
     BLV3,119$353 06/30/2020
Moneta Group Investment Advisors LLC3,126$349 06/30/2020
     BLV3,126$349 06/30/2020
Csenge Advisory Group3,111$347 06/30/2020
     BLV3,111$347 06/30/2020
Cetera Advisor Networks LLC3,089$345 06/30/2020
     BLV3,089$345 06/30/2020
Kovack Advisors Inc.2,940$328 06/30/2020
     BLV2,940$328 06/30/2020
Soltis Investment Advisors LLC2,918$326 06/30/2020
     BLV2,918$326 06/30/2020
NorthRock Partners LLC2,884$322 06/30/2020
     BLV2,884$322 06/30/2020
Two Sigma Securities LLC2,844$318 06/30/2020
     BLV2,844$318 06/30/2020
Golden State Wealth Management LLC2,652$296 06/30/2020
     BLV2,652$296 06/30/2020
Private Capital Group LLC2,622$293 06/30/2020
     BLV2,622$293 06/30/2020
TCF National Bank2,988$290 06/30/2020
     BLV2,988$290 06/30/2020
Kingsview Wealth Management LLC2,583$288 06/30/2020
     BLV2,583$288 06/30/2020
Lighthouse Financial Advisors Inc.2,487$277 06/30/2020
     BLV2,487$277 06/30/2020
Ausdal Financial Partners Inc.2,287$255 06/30/2020
     BLV2,287$255 06/30/2020
Coastal Bridge Advisors LLC2,241$250 06/30/2020
     BLV2,241$250 06/30/2020
CWM LLC2,199$246 09/30/2020
     BLV2,199$246 09/30/2020
Ameritas Investment Company LLC2,193$245 06/30/2020
     BLV2,193$245 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
Bluestem Financial Advisors LLC2,112$236 09/30/2020
     BLV2,112$236 09/30/2020
SeaCrest Wealth Management LLC1,985$222 06/30/2020
     BLV1,985$222 06/30/2020
Sowell Financial Services LLC1,961$219 06/30/2020
     BLV1,961$219 06/30/2020
PFG Advisors1,908$210 09/30/2020
     BLV1,908$210 09/30/2020
FMR LLC1,810$202 06/30/2020
     BLV1,810$202 06/30/2020
TCI Wealth Advisors Inc.1,710$191 06/30/2020
     BLV1,710$191 06/30/2020
Global Retirement Partners LLC1,587$177 09/30/2020
     BLV1,587$177 09/30/2020
Steward Partners Investment Advisory LLC1,579$176 06/30/2020
     BLV1,579$176 06/30/2020
FinTrust Capital Advisors LLC1,081$121 06/30/2020
     BLV1,081$121 06/30/2020
Joseph P. Lucia & Associates LLC1,085$121 06/30/2020
     BLV1,085$121 06/30/2020
Liberty Wealth Management LLC1,002$112 06/30/2020
     BLV1,002$112 06/30/2020
Synovus Financial Corp737$83 06/30/2020
     BLV737$83 06/30/2020
IFP Advisors Inc734$80 06/30/2020
     BLV734$80 06/30/2020
Stonebridge Capital Advisors LLC635$71 06/30/2020
     BLV635$71 06/30/2020
Sound Income Strategies LLC608$68 09/30/2020
     BLV608$68 09/30/2020
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA594$66 09/30/2020
     BLV594$66 09/30/2020
Aptus Capital Advisors LLC644$58 09/30/2020
     BLV644$58 09/30/2020
Capital Asset Advisory Services LLC489$56 06/30/2020
     BLV489$56 06/30/2020
Flagship Harbor Advisors LLC485$54 09/30/2020
     BLV485$54 09/30/2020
Deutsche Bank AG466$52 06/30/2020
     BLV466$52 06/30/2020
Rockbridge Investment Management LCC467$52 06/30/2020
     BLV467$52 06/30/2020
Blair William & Co. IL362$40 06/30/2020
     BLV362$40 06/30/2020
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
AdvisorNet Financial Inc329$37 06/30/2020
     BLV329$37 06/30/2020
Apollon Wealth Management LLC313$35 06/30/2020
     BLV313$35 06/30/2020
Independence Bank of Kentucky301$34 09/30/2020
     BLV301$34 09/30/2020
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 LLC303$34 06/30/2020
     BLV303$34 06/30/2020
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
BlackRock Inc.239$27 06/30/2020
     BLV239$27 06/30/2020
Valeo Financial Advisors LLC242$27 06/30/2020
     BLV242$27 06/30/2020
Webster Bank N. A.220$25 06/30/2020
     BLV220$25 06/30/2020
Stearns Financial Services Group228$25 06/30/2020
     BLV228$25 06/30/2020
Meeder Asset Management Inc.208$23 06/30/2020
     BLV208$23 06/30/2020
Gradient Investments LLC188$21 09/30/2020
     BLV188$21 09/30/2020
Assetmark Inc.184$21 06/30/2020
     BLV184$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
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
Oakworth Capital Inc.79$9 06/30/2020
     BLV79$9 06/30/2020
Institutional & Family Asset Management LLC67$7 06/30/2020
     BLV67$7 06/30/2020
Vectors Research Management LLC59$7 06/30/2020
     BLV59$7 06/30/2020
HM Payson & Co.54$6 06/30/2020
     BLV54$6 06/30/2020
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
Patriot Investment Management Inc.23$3 06/30/2020
     BLV23$3 06/30/2020
Lakeview Capital Partners LLC17$2 09/30/2020
     BLV17$2 09/30/2020
Woodley Farra Manion Portfolio Management Inc.17$2 06/30/2020
     BLV17$2 06/30/2020
Carroll Financial Associates Inc.15$1 09/30/2020
     BLV15$1 09/30/2020
Larson Financial Group LLC10$1 09/30/2020
     BLV10$1 09/30/2020
Cullen Frost Bankers Inc.5$1 06/30/2020
     BLV5$1 06/30/2020
Ancora Advisors LLC8$1 06/30/2020
     BLV8$1 06/30/2020
Tower Research Capital LLC TRC 7$1 06/30/2020
     BLV7$1 06/30/2020
Bedel Financial Consulting Inc.13$1 06/30/2020
     BLV13$1 06/30/2020
Huntington National Bank1$0 06/30/2020
     BLV1$0 06/30/2020
TD Capital Management LLC4$0 06/30/2020
     BLV4$0 06/30/2020

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

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