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Funds Holding BLV

On this page, we present all of the funds holding BLV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BLV, with a link to that fund's top holdings. The next columns indicate the amount of BLV stock held by each of the funds holding BLV, followed by the BLV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 350 funds holding BLV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Envestnet Asset Management Inc.. For more details on the positions held by Envestnet Asset Management Inc. (or by any of the other funds holding BLV), click the fund name in the "Holder" column of the funds-holding-BLV table below.

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
Atria Investments LLC108,274$8,075 12/31/2023
     BLV108,274$8,075 12/31/2023
Second Half Financial Partners LLC103,636$7,729 12/31/2023
     BLV103,636$7,729 12/31/2023
AE Wealth Management LLC104,967$7,562 12/31/2023
     BLV104,967$7,562 12/31/2023
H&H Retirement Design & Management INC103,982$7,463 12/31/2023
     BLV103,982$7,463 12/31/2023
Evolution Advisers Inc.94,904$7,032 12/31/2023
     BLV94,904$7,032 12/31/2023
National Asset Management Inc.94,098$7,018 12/31/2023
     BLV94,098$7,018 12/31/2023
Axiom Financial Strategies LLC91,072$6,792 12/31/2023
     BLV91,072$6,792 12/31/2023
PFW Advisors LLC93,584$6,769 03/31/2024
     BLV93,584$6,769 03/31/2024
Principal Securities Inc.90,482$6,748 12/31/2023
     BLV90,482$6,748 12/31/2023
Hedeker Wealth LLC89,875$6,703 12/31/2023
     BLV89,875$6,703 12/31/2023
Commonwealth Equity Services LLC87,987$6,562 12/31/2023
     BLV87,987$6,562 12/31/2023
GWM Advisors LLC88,985$6,521 12/31/2023
     BLV88,985$6,521 12/31/2023
Bay Harbor Wealth Management LLC86,001$6,414 12/31/2023
     BLV86,001$6,414 12/31/2023
Safir Wealth Advisors LLC86,733$6,273 03/31/2024
     BLV86,733$6,273 03/31/2024
Avantax Advisory Services Inc.84,023$6,266 12/31/2023
     BLV84,023$6,266 12/31/2023
Raymond James Financial Services Advisors Inc.75,788$5,652 12/31/2023
     BLV75,788$5,652 12/31/2023
EverSource Wealth Advisors LLC73,794$5,503 12/31/2023
     BLV73,794$5,503 12/31/2023
JPMorgan Chase & Co.73,450$5,478 12/31/2023
     BLV73,450$5,478 12/31/2023
Visionary Horizons LLC78,189$5,429 03/31/2024
     BLV78,189$5,429 03/31/2024
Greenup Street Wealth Management LLC70,931$5,290 12/31/2023
     BLV70,931$5,290 12/31/2023
Proequities Inc.70,771$5,278 12/31/2023
     BLV70,771$5,278 12/31/2023
Parker Financial LLC69,994$5,219 12/31/2023
     BLV69,994$5,219 12/31/2023
SigFig Wealth Management LLC69,493$5,183 12/31/2023
     BLV69,493$5,183 12/31/2023
Massmutual Trust Co. FSB ADV68,402$4,948 03/31/2024
     BLV68,402$4,948 03/31/2024
Madrona Financial Services LLC64,520$4,812 12/31/2023
     BLV64,520$4,812 12/31/2023
Assetmark Inc.63,618$4,745 12/31/2023
     BLV63,618$4,745 12/31/2023
Brookstone Capital Management65,278$4,722 03/31/2024
     BLV65,278$4,722 03/31/2024
CoreCap Advisors LLC60,472$4,510 12/31/2023
     BLV60,472$4,510 12/31/2023
Benjamin F. Edwards & Company Inc.59,402$4,431 12/31/2023
     BLV59,402$4,431 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors58,173$4,339 12/31/2023
     BLV58,173$4,339 12/31/2023
Evergreen Wealth Management LLC57,742$4,306 12/31/2023
     BLV57,742$4,306 12/31/2023
Leeward Financial Partners LLC57,629$4,298 12/31/2023
     BLV57,629$4,298 12/31/2023
Aspire Private Capital LLC56,404$4,207 12/31/2023
     BLV56,404$4,207 12/31/2023
LFA Lugano Financial Advisors SA52,052$3,882 12/31/2023
     BLV52,052$3,882 12/31/2023
Signature Securities Group Corporation49,899$3,609 03/31/2024
     BLV49,899$3,609 03/31/2024
Citigroup Inc.47,579$3,548 12/31/2023
     BLV47,579$3,548 12/31/2023
Mutual Advisors LLC47,304$3,528 12/31/2023
     BLV47,304$3,528 12/31/2023
Cetera Advisors LLC47,087$3,512 12/31/2023
     BLV47,087$3,512 12/31/2023
Sovereign Financial Group Inc.48,130$3,481 03/31/2024
     BLV48,130$3,481 03/31/2024
Wiser Wealth Management Inc46,239$3,389 12/31/2023
     BLV46,239$3,389 12/31/2023
MidWestOne Financial Group Inc.44,395$3,311 12/31/2023
     BLV44,395$3,311 12/31/2023
Eqis Capital Management Inc.43,038$3,210 12/31/2023
     BLV43,038$3,210 12/31/2023
Jane Street Group LLC41,884$3,124 12/31/2023
     BLV41,884$3,124 12/31/2023
Horizons Wealth Management40,991$3,057 03/31/2024
     BLV40,991$3,057 03/31/2024
Darwin Advisors LLC40,411$3,014 12/31/2023
     BLV40,411$3,014 12/31/2023
First Heartland Consultants Inc.38,614$2,880 12/31/2023
     BLV38,614$2,880 12/31/2023
Main Line Retirement Advisors LLC38,226$2,851 12/31/2023
     BLV38,226$2,851 12/31/2023
Shelter Mutual Insurance Co38,000$2,834 12/31/2023
     BLV38,000$2,834 12/31/2023
Idaho Trust Bank37,781$2,818 12/31/2023
     BLV37,781$2,818 12/31/2023
Raymond James & Associates37,261$2,779 12/31/2023
     BLV37,261$2,779 12/31/2023
Bouvel Investment Partners LLC36,940$2,755 12/31/2023
     BLV36,940$2,755 12/31/2023
FDx Advisors Inc.34,897$2,603 12/31/2023
     BLV34,897$2,603 12/31/2023
Wealthfront Advisers LLC34,843$2,599 12/31/2023
     BLV34,843$2,599 12/31/2023
Financial Engines Advisors L.L.C.34,595$2,580 12/31/2023
     BLV34,595$2,580 12/31/2023
InterOcean Capital Group LLC34,051$2,540 12/31/2023
     BLV34,051$2,540 12/31/2023
Comerica Bank33,965$2,533 12/31/2023
     BLV33,965$2,533 12/31/2023
Tranquilli Financial Advisor LLC32,867$2,451 12/31/2023
     BLV32,867$2,451 12/31/2023
Elevated Capital Advisors LLC32,498$2,351 03/31/2024
     BLV32,498$2,351 03/31/2024
Arcadia Wealth Management LLC30,790$2,296 12/31/2023
     BLV30,790$2,296 12/31/2023
First Horizon Advisors Inc.30,158$2,249 12/31/2023
     BLV30,158$2,249 12/31/2023
Coombe Bender & Co LLC29,971$2,235 12/31/2023
     BLV29,971$2,235 12/31/2023
Northwestern Mutual Wealth Management Co.29,635$2,210 12/31/2023
     BLV29,635$2,210 12/31/2023
AlphaStar Capital Management LLC28,682$2,139 12/31/2023
     BLV28,682$2,139 12/31/2023
Bank of Hawaii28,585$2,132 12/31/2023
     BLV28,585$2,132 12/31/2023
Wela Strategies Inc.28,737$2,080 03/31/2024
     BLV28,737$2,080 03/31/2024
Creative Planning27,737$2,069 12/31/2023
     BLV27,737$2,069 12/31/2023
Kestra Advisory Services LLC26,204$1,954 12/31/2023
     BLV26,204$1,954 12/31/2023
Galvin Gaustad & Stein LLC25,818$1,867 03/31/2024
     BLV25,818$1,867 03/31/2024
Ascent Group LLC25,878$1,854 12/31/2023
     BLV25,878$1,854 12/31/2023
White Lighthouse Investment Management Inc.24,585$1,834 12/31/2023
     BLV24,585$1,834 12/31/2023
Concurrent Investment Advisors LLC24,294$1,812 12/31/2023
     BLV24,294$1,812 12/31/2023
Hohimer Wealth Management LLC24,187$1,804 12/31/2023
     BLV24,187$1,804 12/31/2023
Secure Asset Management LLC24,037$1,793 12/31/2023
     BLV24,037$1,793 12/31/2023
Oppenheimer & Co. Inc.23,808$1,776 12/31/2023
     BLV23,808$1,776 12/31/2023
Hanlon Investment Management Inc.23,571$1,758 12/31/2023
     BLV23,571$1,758 12/31/2023
Strategic Investment Advisors MI22,259$1,660 12/31/2023
     BLV22,259$1,660 12/31/2023
Smartleaf Asset Management LLC21,592$1,631 12/31/2023
     BLV21,592$1,631 12/31/2023
BLB&B Advisors LLC21,655$1,615 12/31/2023
     BLV21,655$1,615 12/31/2023
SignalPoint Asset Management LLC22,075$1,597 03/31/2024
     BLV22,075$1,597 03/31/2024
BCM Advisors LLC21,566$1,578 12/31/2023
     BLV21,566$1,578 12/31/2023
Focus Financial Network Inc. ADV21,016$1,567 12/31/2023
     BLV21,016$1,567 12/31/2023
Karpus Management Inc.20,750$1,548 12/31/2023
     BLV20,750$1,548 12/31/2023
Transcendent Capital Group LLC19,644$1,465 12/31/2023
     BLV19,644$1,465 12/31/2023
D.A. Davidson & CO.19,222$1,434 12/31/2023
     BLV19,222$1,434 12/31/2023
Harbour Investments Inc.19,203$1,432 12/31/2023
     BLV19,203$1,432 12/31/2023
Prudent Man Advisors LLC19,035$1,420 12/31/2023
     BLV19,035$1,420 12/31/2023
Sawtooth Solutions LLC18,475$1,378 12/31/2023
     BLV18,475$1,378 12/31/2023
Bleakley Financial Group LLC18,475$1,378 12/31/2023
     BLV18,475$1,378 12/31/2023
FSB Premier Wealth Management Inc.17,977$1,341 12/31/2023
     BLV17,977$1,341 12/31/2023
Treynor Bancshares Inc.17,150$1,279 12/31/2023
     BLV17,150$1,279 12/31/2023
Wiley BROS. Aintree Capital LLC16,807$1,216 03/31/2024
     BLV16,807$1,216 03/31/2024
HT Partners LLC15,127$1,128 12/31/2023
     BLV15,127$1,128 12/31/2023
Foundations Investment Advisors LLC15,154$1,127 12/31/2023
     BLV15,154$1,127 12/31/2023
Roundview Capital LLC14,428$1,076 12/31/2023
     BLV14,428$1,076 12/31/2023
Nwam LLC13,745$1,025 12/31/2023
     BLV13,745$1,025 12/31/2023
Valmark Advisers Inc.13,731$1,024 12/31/2023
     BLV13,731$1,024 12/31/2023
Mariner LLC13,651$1,018 12/31/2023
     BLV13,651$1,018 12/31/2023
Dearborn Partners LLC13,150$981 12/31/2023
     BLV13,150$981 12/31/2023
M&T Bank Corp12,835$957 12/31/2023
     BLV12,835$957 12/31/2023
Global Wealth Management Investment Advisory Inc.12,502$932 12/31/2023
     BLV12,502$932 12/31/2023
Bennett Associates Wealth Management12,385$924 12/31/2023
     BLV12,385$924 12/31/2023
Scotia Capital Inc.12,167$907 12/31/2023
     BLV12,167$907 12/31/2023
Cabana LLC12,071$900 12/31/2023
     BLV12,071$900 12/31/2023
Capital Investment Advisors LLC12,330$892 03/31/2024
     BLV12,330$892 03/31/2024
Garden State Investment Advisory Services LLC11,932$890 12/31/2023
     BLV11,932$890 12/31/2023
Anderson Fisher LLC11,490$857 12/31/2023
     BLV11,490$857 12/31/2023
Park Avenue Securities LLC11,780$852 03/31/2024
     BLV11,780$852 03/31/2024
Woodward Diversified Capital LLC11,126$830 12/31/2023
     BLV11,126$830 12/31/2023
RFG Advisory LLC11,215$811 03/31/2024
     BLV11,215$811 03/31/2024
Michael B. Yongue10,747$802 12/31/2023
     BLV10,747$802 12/31/2023
Stordahl Capital Management Inc.10,287$767 12/31/2023
     BLV10,287$767 12/31/2023
Maia Wealth LLC9,893$738 12/31/2023
     BLV9,893$738 12/31/2023
Capital Analysts LLC9,564$713 12/31/2023
     BLV9,564$713 12/31/2023
Sigma Planning Corp9,497$708 12/31/2023
     BLV9,497$708 12/31/2023
Patten Group Inc.9,386$700 12/31/2023
     BLV9,386$700 12/31/2023
AdvisorShares Investments LLC9,200$686 12/31/2023
     BLV9,200$686 12/31/2023
HighTower Advisors LLC9,185$686 12/31/2023
     BLV9,185$686 12/31/2023
AMG National Trust Bank8,984$670 12/31/2023
     BLV8,984$670 12/31/2023
Independence Bank of Kentucky8,721$650 12/31/2023
     BLV8,721$650 12/31/2023
Signal Advisors Wealth LLC8,944$647 03/31/2024
     BLV8,944$647 03/31/2024
Maripau Wealth Management LLC8,603$642 12/31/2023
     BLV8,603$642 12/31/2023
Addison Capital Co8,579$640 12/31/2023
     BLV8,579$640 12/31/2023
Resources Investment Advisors LLC.8,531$636 12/31/2023
     BLV8,531$636 12/31/2023
Aurum Wealth Management Group LLC8,720$631 03/31/2024
     BLV8,720$631 03/31/2024
Econ Financial Services Corp8,274$617 12/31/2023
     BLV8,274$617 12/31/2023
Crabel Capital Management LLC8,064$601 12/31/2023
     BLV8,064$601 12/31/2023
Synovus Financial Corp8,044$600 12/31/2023
     BLV8,044$600 12/31/2023
Geneos Wealth Management Inc.8,052$600 12/31/2023
     BLV8,052$600 12/31/2023
WMG Financial Advisors LLC7,800$582 12/31/2023
     BLV7,800$582 12/31/2023
Regions Financial Corp7,635$569 12/31/2023
     BLV7,635$569 12/31/2023
J.W. Cole Advisors Inc.7,605$567 12/31/2023
     BLV7,605$567 12/31/2023
Captrust Financial Advisors7,376$550 12/31/2023
     BLV7,376$550 12/31/2023
CIBC World Markets Inc.7,109$530 12/31/2023
     BLV7,109$530 12/31/2023
Security Financial Services INC.7,274$526 03/31/2024
     BLV7,274$526 03/31/2024
Benjamin Edwards Inc.6,990$521 12/31/2023
     BLV6,990$521 12/31/2023
CI Private Wealth LLC6,957$519 12/31/2023
     BLV6,957$519 12/31/2023
Kovack Advisors Inc.6,788$506 12/31/2023
     BLV6,788$506 12/31/2023
NBC Securities Inc.6,815$492 03/31/2024
     BLV6,815$492 03/31/2024
Qube Research & Technologies Ltd6,532$487 12/31/2023
     BLV6,532$487 12/31/2023
Secured Retirement Advisors LLC6,375$475 12/31/2023
     BLV6,375$475 12/31/2023
Keudell Morrison Wealth Management6,256$467 12/31/2023
     BLV6,256$467 12/31/2023
Soltis Investment Advisors LLC6,171$460 12/31/2023
     BLV6,171$460 12/31/2023
Redwood Investment Management LLC6,147$458 12/31/2023
     BLV6,147$458 12/31/2023
ICA Group Wealth Management LLC5,889$439 12/31/2023
     BLV5,889$439 12/31/2023
LongView Wealth Management5,971$438 12/31/2023
     BLV5,971$438 12/31/2023
Boston Family Office LLC5,727$427 12/31/2023
     BLV5,727$427 12/31/2023
SILVER OAK SECURITIES Inc5,596$417 12/31/2023
     BLV5,596$417 12/31/2023
North Star Investment Management Corp.5,517$411 12/31/2023
     BLV5,517$411 12/31/2023
Steward Partners Investment Advisory LLC5,504$410 12/31/2023
     BLV5,504$410 12/31/2023
United Capital Financial Advisers LLC5,340$398 12/31/2023
     BLV5,340$398 12/31/2023
Avenue 1 Advisors LLC5,266$393 12/31/2023
     BLV5,266$393 12/31/2023
TI Trust Inc.5,226$390 12/31/2023
     BLV5,226$390 12/31/2023
Global Retirement Partners LLC5,222$379 12/31/2023
     BLV5,222$379 12/31/2023
Tudor Investment Corp Et Al5,022$375 12/31/2023
     BLV5,022$375 12/31/2023
Advisory Services Network LLC5,007$373 12/31/2023
     BLV5,007$373 12/31/2023
Kestra Private Wealth Services LLC4,965$370 12/31/2023
     BLV4,965$370 12/31/2023
Southland Equity Partners LLC4,949$358 03/31/2024
     BLV4,949$358 03/31/2024
Wealth Enhancement Advisory Services LLC4,869$352 03/31/2024
     BLV4,869$352 03/31/2024
Moneta Group Investment Advisors LLC4,705$351 12/31/2023
     BLV4,705$351 12/31/2023
Montag & Caldwell LLC4,627$345 12/31/2023
     BLV4,627$345 12/31/2023
Signify Wealth4,614$344 12/31/2023
     BLV4,614$344 12/31/2023
Invst LLC4,707$342 12/31/2023
     BLV4,707$342 12/31/2023
CWM LLC4,576$331 03/31/2024
     BLV4,576$331 03/31/2024
Wealthcare Advisory Partners LLC4,509$326 03/31/2024
     BLV4,509$326 03/31/2024
King Luther Capital Management Corp4,317$322 12/31/2023
     BLV4,317$322 12/31/2023
National Bank of Canada FI4,338$321 12/31/2023
     BLV4,338$321 12/31/2023
Invenio Wealth Partners LLC4,193$313 12/31/2023
     BLV4,193$313 12/31/2023
Aveo Capital Partners LLC4,186$312 12/31/2023
     BLV4,186$312 12/31/2023
Vantage Financial Partners LLC4,178$312 12/31/2023
     BLV4,178$312 12/31/2023
TrueWealth Advisors LLC4,159$310 12/31/2023
     BLV4,159$310 12/31/2023
Neumann Capital Management LLC4,100$306 12/31/2023
     BLV4,100$306 12/31/2023
Center For Asset Management LLC4,095$305 12/31/2023
     BLV4,095$305 12/31/2023
Citadel Advisors LLC $300 12/31/2023
     Put7,600$567 12/31/2023
     Call6,000$447 12/31/2023
     BLV5,632$420 12/31/2023
TBH Global Asset Management LLC4,011$299 12/31/2023
     BLV4,011$299 12/31/2023
Mercer Global Advisors Inc. ADV3,999$298 12/31/2023
     BLV3,999$298 12/31/2023
Integrated Advisors Network LLC3,938$294 12/31/2023
     BLV3,938$294 12/31/2023
IHT Wealth Management LLC3,929$293 12/31/2023
     BLV3,929$293 12/31/2023
Pensionmark Financial Group LLC3,838$286 12/31/2023
     BLV3,838$286 12/31/2023
Integrated Wealth Concepts LLC3,771$281 12/31/2023
     BLV3,771$281 12/31/2023
Cornerstone Planning Group LLC3,763$281 12/31/2023
     BLV3,763$281 12/31/2023
Rehmann Capital Advisory Group3,686$275 12/31/2023
     BLV3,686$275 12/31/2023
JT Stratford LLC3,639$271 12/31/2023
     BLV3,639$271 12/31/2023
HBW Advisory Services LLC3,558$265 12/31/2023
     BLV3,558$265 12/31/2023
Resource Planning Group3,545$264 12/31/2023
     BLV3,545$264 12/31/2023
Arkadios Wealth Advisors3,487$260 12/31/2023
     BLV3,487$260 12/31/2023
Keystone Financial Group3,467$259 12/31/2023
     BLV3,467$259 12/31/2023
Sutton Place Investors LLC3,414$255 12/31/2023
     BLV3,414$255 12/31/2023
Pacific Financial Group Inc.3,274$244 12/31/2023
     BLV3,274$244 12/31/2023
Walker Asset Management LLC3,295$238 03/31/2024
     BLV3,295$238 03/31/2024
Argonautica Private Wealth Management Inc.3,182$237 12/31/2023
     BLV3,182$237 12/31/2023
Beacon Pointe Advisors LLC3,052$228 12/31/2023
     BLV3,052$228 12/31/2023
Trexquant Investment LP3,044$227 12/31/2023
     BLV3,044$227 12/31/2023
Stratos Wealth Partners LTD.2,990$223 12/31/2023
     BLV2,990$223 12/31/2023
SageView Advisory Group LLC2,928$214 12/31/2023
     BLV2,928$214 12/31/2023
Long Run Wealth Advisors LLC2,817$210 12/31/2023
     BLV2,817$210 12/31/2023
Wedbush Securities Inc.2,750$205 12/31/2023
     BLV2,750$205 12/31/2023
Continuum Advisory LLC2,695$201 12/31/2023
     BLV2,695$201 12/31/2023
City State Bank2,470$179 03/31/2024
     BLV2,470$179 03/31/2024
Spire Wealth Management2,467$178 12/31/2023
     BLV2,467$178 12/31/2023
Fifth Third Bancorp2,355$176 12/31/2023
     BLV2,355$176 12/31/2023
Raleigh Capital Management Inc.2,252$168 12/31/2023
     BLV2,252$168 12/31/2023
Guardian Wealth Management Inc.2,213$165 12/31/2023
     BLV2,213$165 12/31/2023
Johnson Financial Group Inc.1,904$142 12/31/2023
     BLV1,904$142 12/31/2023
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main1,851$137 12/31/2023
     BLV1,851$137 12/31/2023
EP Wealth Advisors LLC1,727$129 12/31/2023
     BLV1,727$129 12/31/2023
Optimum Investment Advisors1,629$118 03/31/2024
     BLV1,629$118 03/31/2024
Level Financial Advisors Inc.1,571$117 12/31/2023
     BLV1,571$117 12/31/2023
Allworth Financial LP1,551$116 12/31/2023
     BLV1,551$116 12/31/2023
Resurgent Financial Advisors LLC1,562$116 12/31/2023
     BLV1,562$116 12/31/2023
McIlrath & Eck LLC1,464$109 12/31/2023
     BLV1,464$109 12/31/2023
Coppell Advisory Solutions LLC1,362$102 12/31/2023
     BLV1,362$102 12/31/2023
Richard W. Paul & Associates LLC1,209$90 12/31/2023
     BLV1,209$90 12/31/2023
Archer Investment Corp1,026$77 12/31/2023
     BLV1,026$77 12/31/2023
Cape Investment Advisory Inc.1,024$76 12/31/2023
     BLV1,024$76 12/31/2023
Private Trust Co. NA997$74 12/31/2023
     BLV997$74 12/31/2023
Householder Group Estate & Retirement Specialist LLC922$68 12/31/2023
     BLV922$68 12/31/2023
Aptus Capital Advisors LLC820$61 12/31/2023
     BLV820$61 12/31/2023
Huntington National Bank782$58 12/31/2023
     BLV782$58 12/31/2023
FMR LLC779$58 12/31/2023
     BLV779$58 12/31/2023
Carmichael Hill & Associates Inc.674$50 12/31/2023
     BLV674$50 12/31/2023
Financial Gravity Asset Management Inc.670$50 12/31/2023
     BLV670$50 12/31/2023
Pinnacle Bank662$49 12/31/2023
     BLV662$49 12/31/2023
Sunbelt Securities Inc.631$46 03/31/2024
     BLV631$46 03/31/2024
Center for Financial Planning Inc.600$45 12/31/2023
     BLV600$45 12/31/2023
IFP Advisors Inc580$43 12/31/2023
     BLV580$43 12/31/2023
Tompkins Financial Corp542$39 03/31/2024
     BLV542$39 03/31/2024
GeoWealth Management LLC494$37 12/31/2023
     BLV494$37 12/31/2023
Founders Financial Alliance LLC437$33 12/31/2023
     BLV437$33 12/31/2023
Caitlin John LLC440$33 12/31/2023
     BLV440$33 12/31/2023
Whittier Trust Co.399$30 12/31/2023
     BLV399$30 12/31/2023
FinTrust Capital Advisors LLC406$30 12/31/2023
     BLV406$30 12/31/2023
Parallel Advisors LLC400$30 12/31/2023
     BLV400$30 12/31/2023
AdvisorNet Financial Inc395$29 03/31/2024
     BLV395$29 03/31/2024
Howe & Rusling Inc.370$28 12/31/2023
     BLV370$28 12/31/2023
Provence Wealth Management Group374$28 12/31/2023
     BLV374$28 12/31/2023
Glass Jacobson Investment Advisors llc360$27 12/31/2023
     BLV360$27 12/31/2023
Sugarloaf Wealth Management LLC332$25 12/31/2023
     BLV332$25 12/31/2023
Jackson Hole Capital Partners LLC332$25 12/31/2023
     BLV332$25 12/31/2023
Newbridge Financial Services Group Inc.335$25 12/31/2023
     BLV335$25 12/31/2023
Phillips Financial Management LLC326$24 12/31/2023
     BLV326$24 12/31/2023
PrairieView Partners LLC328$24 12/31/2023
     BLV328$24 12/31/2023
Guardian Wealth Advisors LLC NC322$23 12/31/2023
     BLV322$23 12/31/2023
Hazlett Burt & Watson Inc.289$22 12/31/2023
     BLV289$22 12/31/2023
Larson Financial Group LLC285$21 12/31/2023
     BLV285$21 12/31/2023
Jones Financial Companies Lllp239$18 12/31/2023
     BLV239$18 12/31/2023
Tucker Asset Management LLC237$18 12/31/2023
     BLV237$18 12/31/2023
Ameritas Investment Partners Inc.234$17 12/31/2023
     BLV234$17 12/31/2023
Truvestments Capital LLC233$17 12/31/2023
     BLV233$17 12/31/2023
Pacific Capital Wealth Advisors Inc.218$16 12/31/2023
     BLV218$16 12/31/2023
Semmax Financial Advisors Inc.213$15 12/31/2023
     BLV213$15 12/31/2023
Trivant Custom Portfolio Group LLC200$15 12/31/2023
     BLV200$15 12/31/2023
JFS Wealth Advisors LLC185$14 12/31/2023
     BLV185$14 12/31/2023
Jamison Private Wealth Management Inc.182$14 12/31/2023
     BLV182$14 12/31/2023
Carolinas Wealth Consulting LLC171$13 12/31/2023
     BLV171$13 12/31/2023
Gradient Investments LLC160$12 12/31/2023
     BLV160$12 12/31/2023
Farmers & Merchants Investments Inc.154$11 12/31/2023
     BLV154$11 12/31/2023
Parkside Financial Bank & Trust152$11 12/31/2023
     BLV152$11 12/31/2023
TD Capital Management LLC114$9 12/31/2023
     BLV114$9 12/31/2023
Tower Research Capital LLC TRC 114$9 12/31/2023
     BLV114$9 12/31/2023
WealthShield Partners LLC123$9 12/31/2023
     BLV123$9 12/31/2023
Colonial Trust Co SC116$9 12/31/2023
     BLV116$9 12/31/2023
Whittier Trust Co. of Nevada Inc.111$8 12/31/2023
     BLV111$8 12/31/2023
Baystate Wealth Management LLC111$8 12/31/2023
     BLV111$8 12/31/2023
Mascoma Wealth Management LLC105$8 12/31/2023
     BLV105$8 12/31/2023
Rockbridge Investment Management LCC109$8 12/31/2023
     BLV109$8 12/31/2023
Impact Partnership Wealth LLC107$8 12/31/2023
     BLV107$8 12/31/2023
Harbor Investment Advisory LLC101$7 03/31/2024
     BLV101$7 03/31/2024
Beacon Capital Management LLC95$7 12/31/2023
     BLV95$7 12/31/2023
Bank of Montreal Can86$6 12/31/2023
     BLV86$6 12/31/2023
Rosenberg Matthew Hamilton79$6 12/31/2023
     BLV79$6 12/31/2023
Main Street Group LTD82$6 12/31/2023
     BLV82$6 12/31/2023
Livelsberger Financial Advisory79$6 12/31/2023
     BLV79$6 12/31/2023
Barrett & Company Inc.65$5 12/31/2023
     BLV65$5 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC57$4 12/31/2023
     BLV57$4 12/31/2023
MV Capital Management Inc.47$4 12/31/2023
     BLV47$4 12/31/2023
First Pacific Financial56$4 12/31/2023
     BLV56$4 12/31/2023
Retirement Group LLC35$3 12/31/2023
     BLV35$3 12/31/2023
Wolff Wiese Magana LLC43$3 12/31/2023
     BLV43$3 12/31/2023
ORG Partners LLC44$3 12/31/2023
     BLV44$3 12/31/2023
Farther Finance Advisors LLC36$3 12/31/2023
     BLV36$3 12/31/2023
Turtle Creek Wealth Advisors LLC41$3 12/31/2023
     BLV41$3 12/31/2023
Cullen Frost Bankers Inc.28$2 12/31/2023
     BLV28$2 12/31/2023
Blair William & Co. IL32$2 12/31/2023
     BLV32$2 12/31/2023
NewSquare Capital LLC23$2 12/31/2023
     BLV23$2 12/31/2023
Eukles Asset Management27$2 12/31/2023
     BLV27$2 12/31/2023
Institutional & Family Asset Management LLC30$2 12/31/2023
     BLV30$2 12/31/2023
PSI Advisors LLC30$2 12/31/2023
     BLV30$2 12/31/2023
Red Tortoise LLC25$2 12/31/2023
     BLV25$2 12/31/2023
Indiana Trust & Investment Management CO18$1 12/31/2023
     BLV18$1 12/31/2023
Ancora Advisors LLC13$1 12/31/2023
     BLV13$1 12/31/2023
Liberty Wealth Management LLC18$1 12/31/2023
     BLV18$1 12/31/2023
BKM Wealth Management LLC10$1 12/31/2023
     BLV10$1 12/31/2023
Wetzel Investment Advisors Inc.14$1 12/31/2023
     BLV14$1 12/31/2023
Sound Income Strategies LLC1$0 03/31/2024
     BLV1$0 03/31/2024
SOA Wealth Advisors LLC.3$0 03/31/2024
     BLV3$0 03/31/2024
Transamerica Financial Advisors Inc.1$0 12/31/2023
     BLV1$0 12/31/2023
Capital Investment Advisory Services LLC6$0 12/31/2023
     BLV6$0 12/31/2023
First Command Advisory Services Inc.4$0 12/31/2023
     BLV4$0 12/31/2023
Key Financial Inc6$0 12/31/2023
     BLV6$0 12/31/2023
Tennessee Valley Asset Management Partners6$0 12/31/2023
     BLV6$0 12/31/2023
Genus Capital Management Inc.41,047$-3,061,285 12/31/2023
     Put41,047$3,061,285 12/31/2023

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

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