HoldingsChannel.com
Institutional Holders of BIV

There is a long list of 782 institutional holders of BIV within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of BIV by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-BIV table below, the initial column indicates the name of each top institutional holder of BIV, with a link to that fund's top holdings. The next columns indicate the amount of BIV stock held by each of the institutional holders of BIV, followed by the BIV position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.16,095,517$1,229,376 12/31/2023
     BIV16,095,517$1,229,376 12/31/2023
Goldman Sachs Group Inc.12,046,247$920,092 12/31/2023
     BIV12,046,247$920,092 12/31/2023
Wells Fargo & Company MN7,656,424$584,798 12/31/2023
     BIV7,656,424$584,798 12/31/2023
Bank of America Corp DE7,072,618$540,207 12/31/2023
     BIV7,072,618$540,207 12/31/2023
Northwestern Mutual Wealth Management Co.6,131,710$468,356 12/31/2023
     BIV6,131,710$468,356 12/31/2023
Morgan Stanley5,156,654$393,865 12/31/2023
     BIV5,156,654$393,865 12/31/2023
LPL Financial LLC3,938,328$300,809 12/31/2023
     BIV3,938,328$300,809 12/31/2023
True Link Financial Advisors LLC2,699,290$203,526 03/31/2024
     BIV2,699,290$203,526 03/31/2024
Ameriprise Financial Inc.2,617,411$199,999 12/31/2023
     BIV2,617,411$199,999 12/31/2023
Mather Group LLC.2,610,051$199,356 03/31/2024
     BIV2,610,051$199,356 03/31/2024
United Capital Financial Advisers LLC2,572,631$196,498 12/31/2023
     BIV2,572,631$196,498 12/31/2023
Baird Financial Group Inc.2,281,488$174,260 12/31/2023
     BIV2,281,488$174,260 12/31/2023
FMR LLC2,191,622$167,396 12/31/2023
     BIV2,191,622$167,396 12/31/2023
Envestnet Portfolio Solutions Inc.2,171,691$165,874 12/31/2023
     BIV2,171,691$165,874 12/31/2023
Advisor Group Holdings Inc.2,153,848$164,570 12/31/2023
     BIV2,153,848$164,570 12/31/2023
Lincoln National Corp1,779,041$135,883 12/31/2023
     BIV1,779,041$135,883 12/31/2023
Royal Bank of Canada1,732,557$132,331 12/31/2023
     BIV1,732,557$132,331 12/31/2023
UBS Group AG1,602,536$122,402 12/31/2023
     BIV1,602,536$122,402 12/31/2023
Diana Davis Spencer Foundation1,426,000$108,918 12/31/2023
     BIV1,426,000$108,918 12/31/2023
TIAA Trust National Association1,213,653$92,820 12/31/2023
     BIV1,213,653$92,820 12/31/2023
Jones Financial Companies Lllp1,194,309$91,221 12/31/2023
     BIV1,194,309$91,221 12/31/2023
Efficient Advisors LLC1,163,563$88,873 12/31/2023
     BIV1,163,563$88,873 12/31/2023
Bank of New York Mellon Corp1,157,613$88,418 12/31/2023
     BIV1,157,613$88,418 12/31/2023
Mariner LLC1,149,911$87,830 12/31/2023
     BIV1,149,911$87,830 12/31/2023
EP Wealth Advisors LLC1,080,172$82,504 12/31/2023
     BIV1,080,172$82,504 12/31/2023
Retirement Investment Advisors Inc.1,065,765$81,403 12/31/2023
     BIV1,065,765$81,403 12/31/2023
US Bancorp DE999,927$76,376 12/31/2023
     BIV999,927$76,376 12/31/2023
American Trust993,363$75,873 12/31/2023
     BIV993,363$75,873 12/31/2023
Wealth Enhancement Advisory Services LLC979,469$73,852 03/31/2024
     BIV979,469$73,852 03/31/2024
Truist Financial Corp954,604$72,913 12/31/2023
     BIV954,604$72,913 12/31/2023
Cambridge Investment Research Advisors Inc.949,915$72,554 12/31/2023
     BIV949,915$72,554 12/31/2023
Comerica Bank909,989$69,505 12/31/2023
     BIV909,989$69,505 12/31/2023
BCM Advisors LLC749,599$56,940 12/31/2023
     BIV749,599$56,940 12/31/2023
Financial Counselors Inc.734,566$56,106 12/31/2023
     BIV734,566$56,106 12/31/2023
Commonwealth Equity Services LLC698,486$53,350 12/31/2023
     BIV698,486$53,350 12/31/2023
Amplius Wealth Advisors LLC635,777$47,938 03/31/2024
     BIV635,777$47,938 03/31/2024
Brio Consultants LLC617,982$47,201 12/31/2023
     BIV617,982$47,201 12/31/2023
Raymond James Financial Services Advisors Inc.556,449$42,502 12/31/2023
     BIV556,449$42,502 12/31/2023
Reliant Wealth Planning536,096$40,947 12/31/2023
     BIV536,096$40,947 12/31/2023
MML Investors Services LLC520,740$39,774 12/31/2023
     BIV520,740$39,774 12/31/2023
Cranbrook Wealth Management LLC502,528$37,891 03/31/2024
     BIV502,528$37,891 03/31/2024
Badgley Phelps Wealth Managers LLC492,765$37,637 12/31/2023
     BIV492,765$37,637 12/31/2023
Beacon Capital Management Inc.495,879$37,012 03/31/2024
     BIV495,879$37,012 03/31/2024
Peapack Gladstone Financial Corp484,575$37,012 12/31/2023
     BIV484,575$37,012 12/31/2023
Franklin Parlapiano Turner & Welch LLC462,601$35,333 12/31/2023
     BIV462,601$35,333 12/31/2023
Keudell Morrison Wealth Management449,388$34,324 12/31/2023
     BIV449,388$34,324 12/31/2023
Stifel Financial Corp442,748$33,817 12/31/2023
     BIV442,748$33,817 12/31/2023
Bank of Montreal Can438,820$33,578 12/31/2023
     BIV438,820$33,578 12/31/2023
Cary Street Partners Investment Advisory LLC468,544$32,792 12/31/2023
     BIV468,544$32,792 12/31/2023
Avantax Advisory Services Inc.417,169$31,863 12/31/2023
     BIV417,169$31,863 12/31/2023

See All: Funds Holding BIV
See Details: Top 10 Hedge Funds Holding BIV
Also See: BIV Holdings Changes

Quotes delayed 20 minutes

Email EnvelopeFree BIV Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Institutional Holders of BIV | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.