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Institutional Holders of BLV

There is a long list of 350 institutional holders of BLV 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 BLV by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-BLV table below, the initial column indicates the name of each top institutional holder of BLV, with a link to that fund's top holdings. The next columns indicate the amount of BLV stock held by each of the institutional holders of BLV, followed by the BLV 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.10,511,837$783,973 12/31/2023
     BLV10,511,837$783,973 12/31/2023
Wells Fargo & Company MN9,555,712$712,665 12/31/2023
     BLV9,555,712$712,665 12/31/2023
LPL Financial LLC2,686,601$200,367 12/31/2023
     BLV2,686,601$200,367 12/31/2023
Envestnet Portfolio Solutions Inc.2,148,695$160,250 12/31/2023
     BLV2,148,695$160,250 12/31/2023
Lincoln National Corp2,023,505$150,913 12/31/2023
     BLV2,023,505$150,913 12/31/2023
Ameriprise Financial Inc.1,403,767$104,826 12/31/2023
     BLV1,403,767$104,826 12/31/2023
Bank of America Corp DE1,310,542$97,740 12/31/2023
     BLV1,310,542$97,740 12/31/2023
Morgan Stanley1,306,547$97,442 12/31/2023
     BLV1,306,547$97,442 12/31/2023
Advisor Group Holdings Inc.1,197,980$89,439 12/31/2023
     BLV1,197,980$89,439 12/31/2023
Bank of New York Mellon Corp1,122,596$83,723 12/31/2023
     BLV1,122,596$83,723 12/31/2023
Charles Schwab Investment Management Inc.1,085,144$80,930 12/31/2023
     BLV1,085,144$80,930 12/31/2023
Goldman Sachs Group Inc.1,004,536$74,918 12/31/2023
     BLV1,004,536$74,918 12/31/2023
Royal Bank of Canada884,673$65,980 12/31/2023
     BLV884,673$65,980 12/31/2023
Morningstar Investment Services LLC820,265$61,585 12/31/2023
     BLV820,265$61,585 12/31/2023
Koss Olinger Consulting LLC659,484$49,184 12/31/2023
     BLV659,484$49,184 12/31/2023
Cambridge Investment Research Advisors Inc.628,815$46,897 12/31/2023
     BLV628,815$46,897 12/31/2023
The PNC Financial Services Group Inc.611,830$45,630 12/31/2023
     BLV611,830$45,630 12/31/2023
Beacon Capital Management Inc.518,181$36,734 03/31/2024
     BLV518,181$36,734 03/31/2024
Janney Montgomery Scott LLC374,001$27,893 12/31/2023
     BLV374,001$27,893 12/31/2023
ETF Portfolio Partners Inc.352,278$26,273 12/31/2023
     BLV352,278$26,273 12/31/2023
Principal Financial Group Inc.334,371$24,937 12/31/2023
     BLV334,371$24,937 12/31/2023
Carolina Wealth Advisors LLC343,035$24,812 03/31/2024
     BLV343,035$24,812 03/31/2024
US Bancorp DE297,094$22,157 12/31/2023
     BLV297,094$22,157 12/31/2023
Susquehanna International Group LLP $21,894 12/31/2023
     BLV269,066$20,067 12/31/2023
     Call29,000$2,163 12/31/2023
     Put4,500$336 12/31/2023
Cetera Investment Advisers292,455$21,811 12/31/2023
     BLV292,455$21,811 12/31/2023
Atria Wealth Solutions Inc.284,274$21,201 12/31/2023
     BLV284,274$21,201 12/31/2023
Greystone Financial Group LLC268,102$19,995 12/31/2023
     BLV268,102$19,995 12/31/2023
Country Trust Bank256,526$19,132 12/31/2023
     BLV256,526$19,132 12/31/2023
Cibc World Markets Corp230,000$18,434 12/31/2023
     BLV230,000$18,434 12/31/2023
Sterling Financial Group Inc.240,861$17,421 03/31/2024
     BLV240,861$17,421 03/31/2024
Capital Advisors Wealth Management LLC226,477$16,381 03/31/2024
     BLV226,477$16,381 03/31/2024
Truist Financial Corp210,932$15,731 12/31/2023
     BLV210,932$15,731 12/31/2023
MML Investors Services LLC210,186$15,676 12/31/2023
     BLV210,186$15,676 12/31/2023
Conning Inc.210,000$15,662 12/31/2023
     BLV210,000$15,662 12/31/2023
Fischer Investment Strategies LLC200,913$14,984 12/31/2023
     BLV200,913$14,984 12/31/2023
Ameritas Advisory Services LLC191,851$14,303 12/31/2023
     BLV191,851$14,303 12/31/2023
Hilltop Wealth Advisors LLC196,218$14,192 03/31/2024
     BLV196,218$14,192 03/31/2024
Exchange Traded Concepts LLC165,716$11,986 03/31/2024
     BLV165,716$11,986 03/31/2024
Change Path LLC160,633$11,980 12/31/2023
     BLV160,633$11,980 12/31/2023
Stifel Financial Corp158,644$11,832 12/31/2023
     BLV158,644$11,832 12/31/2023
Websterrogers Financial Advisors LLC157,344$11,735 12/31/2023
     BLV157,344$11,735 12/31/2023
Orion Portfolio Solutions LLC155,695$11,434 12/31/2023
     BLV155,695$11,434 12/31/2023
Cetera Advisor Networks LLC150,474$11,222 12/31/2023
     BLV150,474$11,222 12/31/2023
Betterment LLC148,183$11,051 12/31/2023
     BLV148,183$11,051 12/31/2023
Vanguard Group Inc.145,069$10,819 12/31/2023
     BLV145,069$10,819 12/31/2023
Private Advisor Group LLC137,950$10,288 12/31/2023
     BLV137,950$10,288 12/31/2023
Prudential Financial Inc.134,368$10,021 12/31/2023
     BLV134,368$10,021 12/31/2023
NYL Investors LLC128,900$9,613 12/31/2023
     BLV128,900$9,613 12/31/2023
Thrivent Financial for Lutherans125,577$9,366 12/31/2023
     BLV125,577$9,366 12/31/2023
UBS Group AG114,571$8,545 12/31/2023
     BLV114,571$8,545 12/31/2023

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

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