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There is a long list of 357 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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Envestnet Asset Management Inc. | 10,511,837 | $783,973 | 12/31/2023 | BLV | 10,511,837 | $783,973 | 12/31/2023 | Wells Fargo & Company MN | 9,555,712 | $712,665 | 12/31/2023 | BLV | 9,555,712 | $712,665 | 12/31/2023 | LPL Financial LLC | 2,686,601 | $200,367 | 12/31/2023 | BLV | 2,686,601 | $200,367 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 2,148,695 | $160,250 | 12/31/2023 | BLV | 2,148,695 | $160,250 | 12/31/2023 | Lincoln National Corp | 2,023,505 | $150,913 | 12/31/2023 | BLV | 2,023,505 | $150,913 | 12/31/2023 | Ameriprise Financial Inc. | 1,403,767 | $104,826 | 12/31/2023 | BLV | 1,403,767 | $104,826 | 12/31/2023 | Bank of America Corp DE | 1,310,542 | $97,740 | 12/31/2023 | BLV | 1,310,542 | $97,740 | 12/31/2023 | Morgan Stanley | 1,306,547 | $97,442 | 12/31/2023 | BLV | 1,306,547 | $97,442 | 12/31/2023 | Bank of New York Mellon Corp | 1,268,089 | $91,721 | 03/31/2024 | BLV | 1,268,089 | $91,721 | 03/31/2024 | Advisor Group Holdings Inc. | 1,197,980 | $89,439 | 12/31/2023 | BLV | 1,197,980 | $89,439 | 12/31/2023 | Charles Schwab Investment Management Inc. | 1,085,144 | $80,930 | 12/31/2023 | BLV | 1,085,144 | $80,930 | 12/31/2023 | Goldman Sachs Group Inc. | 1,004,536 | $74,918 | 12/31/2023 | BLV | 1,004,536 | $74,918 | 12/31/2023 | Royal Bank of Canada | 884,673 | $65,980 | 12/31/2023 | BLV | 884,673 | $65,980 | 12/31/2023 | Morningstar Investment Services LLC | 820,265 | $61,585 | 12/31/2023 | BLV | 820,265 | $61,585 | 12/31/2023 | The PNC Financial Services Group Inc. | 611,830 | $45,630 | 12/31/2023 | BLV | 611,830 | $45,630 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 622,091 | $44,996 | 03/31/2024 | BLV | 622,091 | $44,996 | 03/31/2024 | Greystone Financial Group LLC | 549,845 | $39,770 | 03/31/2024 | BLV | 549,845 | $39,770 | 03/31/2024 | Beacon Capital Management Inc. | 518,181 | $36,734 | 03/31/2024 | BLV | 518,181 | $36,734 | 03/31/2024 | Principal Financial Group Inc. | 392,324 | $28,377 | 03/31/2024 | BLV | 392,324 | $28,377 | 03/31/2024 | Janney Montgomery Scott LLC | 374,001 | $27,893 | 12/31/2023 | BLV | 374,001 | $27,893 | 12/31/2023 | ETF Portfolio Partners Inc. | 352,278 | $26,273 | 12/31/2023 | BLV | 352,278 | $26,273 | 12/31/2023 | Carolina Wealth Advisors LLC | 343,035 | $24,812 | 03/31/2024 | BLV | 343,035 | $24,812 | 03/31/2024 | US Bancorp DE | 297,094 | $22,157 | 12/31/2023 | BLV | 297,094 | $22,157 | 12/31/2023 | Susquehanna International Group LLP | | $21,894 | 12/31/2023 | BLV | 269,066 | $20,067 | 12/31/2023 | Call | 29,000 | $2,163 | 12/31/2023 | Put | 4,500 | $336 | 12/31/2023 | Cetera Investment Advisers | 292,455 | $21,811 | 12/31/2023 | BLV | 292,455 | $21,811 | 12/31/2023 | Country Trust Bank | 294,163 | $21,277 | 03/31/2024 | BLV | 294,163 | $21,277 | 03/31/2024 | Atria Wealth Solutions Inc. | 284,274 | $21,201 | 12/31/2023 | BLV | 284,274 | $21,201 | 12/31/2023 | Cibc World Markets Corp | 230,000 | $18,434 | 12/31/2023 | BLV | 230,000 | $18,434 | 12/31/2023 | Sterling Financial Group Inc. | 240,861 | $17,421 | 03/31/2024 | BLV | 240,861 | $17,421 | 03/31/2024 | Capital Advisors Wealth Management LLC | 226,477 | $16,381 | 03/31/2024 | BLV | 226,477 | $16,381 | 03/31/2024 | Truist Financial Corp | 210,932 | $15,731 | 12/31/2023 | BLV | 210,932 | $15,731 | 12/31/2023 | MML Investors Services LLC | 210,186 | $15,676 | 12/31/2023 | BLV | 210,186 | $15,676 | 12/31/2023 | Conning Inc. | 210,000 | $15,189 | 03/31/2024 | BLV | 210,000 | $15,189 | 03/31/2024 | Fischer Investment Strategies LLC | 200,913 | $14,984 | 12/31/2023 | BLV | 200,913 | $14,984 | 12/31/2023 | Ameritas Advisory Services LLC | 191,851 | $14,303 | 12/31/2023 | BLV | 191,851 | $14,303 | 12/31/2023 | Hilltop Wealth Advisors LLC | 196,218 | $14,192 | 03/31/2024 | BLV | 196,218 | $14,192 | 03/31/2024 | Exchange Traded Concepts LLC | 165,716 | $11,986 | 03/31/2024 | BLV | 165,716 | $11,986 | 03/31/2024 | Change Path LLC | 160,633 | $11,980 | 12/31/2023 | BLV | 160,633 | $11,980 | 12/31/2023 | Stifel Financial Corp | 158,644 | $11,832 | 12/31/2023 | BLV | 158,644 | $11,832 | 12/31/2023 | Websterrogers Financial Advisors LLC | 157,344 | $11,735 | 12/31/2023 | BLV | 157,344 | $11,735 | 12/31/2023 | Orion Portfolio Solutions LLC | 155,695 | $11,434 | 12/31/2023 | BLV | 155,695 | $11,434 | 12/31/2023 | Cetera Advisor Networks LLC | 150,474 | $11,222 | 12/31/2023 | BLV | 150,474 | $11,222 | 12/31/2023 | Betterment LLC | 148,183 | $11,051 | 12/31/2023 | BLV | 148,183 | $11,051 | 12/31/2023 | Vanguard Group Inc. | 145,069 | $10,819 | 12/31/2023 | BLV | 145,069 | $10,819 | 12/31/2023 | Private Advisor Group LLC | 137,950 | $10,288 | 12/31/2023 | BLV | 137,950 | $10,288 | 12/31/2023 | Prudential Financial Inc. | 134,368 | $10,021 | 12/31/2023 | BLV | 134,368 | $10,021 | 12/31/2023 | NYL Investors LLC | 128,900 | $9,613 | 12/31/2023 | BLV | 128,900 | $9,613 | 12/31/2023 | Thrivent Financial for Lutherans | 125,577 | $9,366 | 12/31/2023 | BLV | 125,577 | $9,366 | 12/31/2023 | UBS Group AG | 114,571 | $8,545 | 12/31/2023 | BLV | 114,571 | $8,545 | 12/31/2023 | Atria Investments LLC | 108,274 | $8,075 | 12/31/2023 | BLV | 108,274 | $8,075 | 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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