Funds Holding BSVO

On this page, we present all of the funds holding BSVO from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BSVO, with a link to that fund's top holdings. The next columns indicate the amount of BSVO stock held by each of the funds holding BSVO, followed by the BSVO position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 52 funds holding BSVO within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Buckingham Strategic Wealth LLC. For more details on the positions held by Buckingham Strategic Wealth LLC (or by any of the other funds holding BSVO), click the fund name in the "Holder" column of the funds-holding-BSVO table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Buckingham Strategic Wealth LLC21,519,408$383,691 06/30/2023
     BSVO21,519,408$383,691 06/30/2023
Buckingham Strategic Partners5,444,819$97,081 06/30/2023
     BSVO5,444,819$97,081 06/30/2023
Keb Asset Management LLC1,784,757$31,822 06/30/2023
     BSVO1,784,757$31,822 06/30/2023
Hill Investment Group Partners LLC1,478,662$26,365 06/30/2023
     BSVO1,478,662$26,365 06/30/2023
Claris Advisors LLC MO1,356,327$24,183 06/30/2023
     BSVO1,356,327$24,183 06/30/2023
Forum Financial Management LP784,012$13,979 06/30/2023
     BSVO784,012$13,979 06/30/2023
EverSource Wealth Advisors LLC537,397$9,582 06/30/2023
     BSVO537,397$9,582 06/30/2023
Gibson Capital LLC535,426$9,547 06/30/2023
     BSVO535,426$9,547 06/30/2023
Lauterbach Financial Advisors LLC320,018$5,706 06/30/2023
     BSVO320,018$5,706 06/30/2023
Kraft Asset Management LLC311,534$5,555 06/30/2023
     BSVO311,534$5,555 06/30/2023
Dopkins Wealth Management LLC273,751$4,881 06/30/2023
     BSVO273,751$4,881 06/30/2023
Evanson Asset Management LLC186,370$3,323 06/30/2023
     BSVO186,370$3,323 06/30/2023
Jackson Thornton Asset Management LLC181,416$3,235 06/30/2023
     BSVO181,416$3,235 06/30/2023
Bayshore Asset Management LLC151,801$2,863 06/30/2023
     BSVO151,801$2,863 06/30/2023
RB Capital Management LLC102,338$1,825 06/30/2023
     BSVO102,338$1,825 06/30/2023
First Republic Investment Management Inc.92,427$1,648 06/30/2023
     BSVO92,427$1,648 06/30/2023
PBMares Wealth Management LLC78,157$1,394 06/30/2023
     BSVO78,157$1,394 06/30/2023
Capital Performance Advisors LLP71,798$1,280 06/30/2023
     BSVO71,798$1,280 06/30/2023
Moneta Group Investment Advisors LLC59,480$1,061 06/30/2023
     BSVO59,480$1,061 06/30/2023
Waterfront Wealth Inc.55,203$1,055 06/30/2023
     BSVO55,203$1,055 06/30/2023
Aurum Wealth Management Group LLC51,460$918 06/30/2023
     BSVO51,460$918 06/30/2023
Ballentine Partners LLC50,537$901 06/30/2023
     BSVO50,537$901 06/30/2023
IFG Advisors LLC42,793$763 06/30/2023
     BSVO42,793$763 06/30/2023
Krilogy Financial LLC41,690$743 06/30/2023
     BSVO41,690$743 06/30/2023
Fiduciary Trust Co.40,878$729 06/30/2023
     BSVO40,878$729 06/30/2023
Beaird Harris Wealth Management LLC40,599$724 06/30/2023
     BSVO40,599$724 06/30/2023
Stratos Wealth Partners LTD.37,001$660 06/30/2023
     BSVO37,001$660 06/30/2023
Northwest Wealth Management LLC35,316$630 06/30/2023
     BSVO35,316$630 06/30/2023
Visionary Wealth Advisors30,424$542 06/30/2023
     BSVO30,424$542 06/30/2023
Sax Wealth Advisors LLC30,254$539 06/30/2023
     BSVO30,254$539 06/30/2023
Creative Planning28,417$507 06/30/2023
     BSVO28,417$507 06/30/2023
Single Point Partners LLC28,413$507 06/30/2023
     BSVO28,413$507 06/30/2023
Delap Wealth Advisory LLC28,313$505 06/30/2023
     BSVO28,313$505 06/30/2023
Briggs Advisory Group Inc.25,988$463 06/30/2023
     BSVO25,988$463 06/30/2023
Bridgeway Capital Management Inc.24,689$440 06/30/2023
     BSVO24,689$440 06/30/2023
Susquehanna International Group LLP24,190$431 06/30/2023
     BSVO24,190$431 06/30/2023
Veritable L.P.16,897$301 06/30/2023
     BSVO16,897$301 06/30/2023
Royal Bank of Canada15,994$285 06/30/2023
     BSVO15,994$285 06/30/2023
Cetera Investment Advisers15,726$280 06/30/2023
     BSVO15,726$280 06/30/2023
Triad Financial Advisors Inc.15,619$278 06/30/2023
     BSVO15,619$278 06/30/2023
LPL Financial LLC14,676$262 06/30/2023
     BSVO14,676$262 06/30/2023
Private Advisor Group LLC12,836$250 06/30/2023
     BSVO12,836$250 06/30/2023
Plancorp LLC12,785$228 06/30/2023
     BSVO12,785$228 06/30/2023
Commonwealth Equity Services LLC12,703$226 06/30/2023
     BSVO12,703$226 06/30/2023
Endurance Wealth Management Inc.11,069$197 06/30/2023
     BSVO11,069$197 06/30/2023
Apella Capital LLC10,116$180 06/30/2023
     BSVO10,116$180 06/30/2023
Thompson Investment Management Inc.7,195$128 06/30/2023
     BSVO7,195$128 06/30/2023
Morgan Stanley6,099$109 06/30/2023
     BSVO6,099$109 06/30/2023
Parallel Advisors LLC4,513$80 06/30/2023
     BSVO4,513$80 06/30/2023
UBS Group AG3,660$65 06/30/2023
     BSVO3,660$65 06/30/2023
Northwestern Mutual Wealth Management Co.2,510$45 06/30/2023
     BSVO2,510$45 06/30/2023
FMR LLC1,878$33 06/30/2023
     BSVO1,878$33 06/30/2023
Proequities Inc.0$0 06/30/2023
     BSVO0$0 06/30/2023

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

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