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Institutional Holders of BSV

There is a long list of 1140 institutional holders of BSV 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 BSV by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-BSV table below, the initial column indicates the name of each top institutional holder of BSV, with a link to that fund's top holdings. The next columns indicate the amount of BSV stock held by each of the institutional holders of BSV, followed by the BSV 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.46,474,582$3,579,472 12/31/2023
     BSV46,474,582$3,579,472 12/31/2023
Morgan Stanley28,945,731$2,229,400 12/31/2023
     BSV28,945,731$2,229,400 12/31/2023
Goldman Sachs Group Inc.27,696,618$2,133,194 12/31/2023
     BSV27,696,618$2,133,194 12/31/2023
Mercer Global Advisors Inc. ADV20,726,743$1,596,374 12/31/2023
     BSV20,726,743$1,596,374 12/31/2023
JPMorgan Chase & Co.15,001,564$1,155,420 12/31/2023
     BSV15,001,564$1,155,420 12/31/2023
Empower Advisory Group LLC13,195,657$1,016,330 12/31/2023
     BSV13,195,657$1,016,330 12/31/2023
Allworth Financial LP11,524,568$883,589 03/31/2024
     BSV11,524,568$883,589 03/31/2024
Northern Trust Corp8,794,287$677,336 12/31/2023
     BSV8,794,287$677,336 12/31/2023
Bank of America Corp DE8,184,900$630,401 12/31/2023
     BSV8,184,900$630,401 12/31/2023
Wells Fargo & Company MN6,471,209$498,412 12/31/2023
     BSV6,471,209$498,412 12/31/2023
LPL Financial LLC5,631,286$433,722 12/31/2023
     BSV5,631,286$433,722 12/31/2023
Truepoint Inc.5,540,703$426,745 12/31/2023
     BSV5,540,703$426,745 12/31/2023
United Capital Financial Advisers LLC5,382,469$414,558 12/31/2023
     BSV5,382,469$414,558 12/31/2023
Avantax Advisory Services Inc.5,172,148$398,359 12/31/2023
     BSV5,172,148$398,359 12/31/2023
Envestnet Portfolio Solutions Inc.4,167,062$320,947 12/31/2023
     BSV4,167,062$320,947 12/31/2023
Royal Bank of Canada3,912,424$301,335 12/31/2023
     BSV3,912,424$301,335 12/31/2023
Morningstar Investment Services LLC3,772,526$290,371 12/31/2023
     BSV3,772,526$290,371 12/31/2023
CI Private Wealth LLC3,374,277$259,887 12/31/2023
     BSV3,374,277$259,887 12/31/2023
Lincoln National Corp3,052,942$235,138 12/31/2023
     BSV3,052,942$235,138 12/31/2023
Charles Schwab Investment Management Inc.2,778,165$213,974 12/31/2023
     BSV2,778,165$213,974 12/31/2023
UBS Group AG2,742,705$211,243 12/31/2023
     BSV2,742,705$211,243 12/31/2023
True Link Financial Advisors LLC2,737,765$209,904 03/31/2024
     BSV2,737,765$209,904 03/31/2024
Advisor Group Holdings Inc.2,546,718$196,232 12/31/2023
     BSV2,546,718$196,232 12/31/2023
Commonwealth Equity Services LLC2,527,398$194,660 12/31/2023
     BSV2,527,398$194,660 12/31/2023
MetLife Investment Management LLC2,491,700$191,911 12/31/2023
     BSV2,491,700$191,911 12/31/2023
Captrust Financial Advisors2,489,427$191,736 12/31/2023
     BSV2,489,427$191,736 12/31/2023
Bank of New York Mellon Corp2,493,226$191,156 03/31/2024
     BSV2,493,226$191,156 03/31/2024
Carlson Capital Management1,792,905$137,462 03/31/2024
     BSV1,792,905$137,462 03/31/2024
Apella Capital LLC1,645,565$125,590 03/31/2024
     BSV1,645,565$125,590 03/31/2024
Cambridge Investment Research Advisors Inc.1,491,158$114,327 03/31/2024
     BSV1,491,158$114,327 03/31/2024
Buckingham Strategic Wealth LLC1,476,529$113,722 12/31/2023
     BSV1,476,529$113,722 12/31/2023
Ameriprise Financial Inc.1,405,232$107,874 12/31/2023
     BSV1,405,232$107,874 12/31/2023
Raymond James Financial Services Advisors Inc.1,403,971$107,642 03/31/2024
     BSV1,403,971$107,642 03/31/2024
Smithfield Trust Co.1,396,789$107,568 12/31/2023
     BSV1,396,789$107,568 12/31/2023
Truist Financial Corp1,320,131$101,676 12/31/2023
     BSV1,320,131$101,676 12/31/2023
Raymond James & Associates1,222,506$93,730 03/31/2024
     BSV1,222,506$93,730 03/31/2024
Jones Financial Companies Lllp1,071,226$82,506 12/31/2023
     BSV1,071,226$82,506 12/31/2023
Willow Creek Wealth Management Inc.1,028,451$79,211 12/31/2023
     BSV1,028,451$79,211 12/31/2023
Valmark Advisers Inc.962,202$74,109 12/31/2023
     BSV962,202$74,109 12/31/2023
Diversified Portfolios Inc.936,862$72,157 12/31/2023
     BSV936,862$72,157 12/31/2023
Prime Capital Investment Advisors LLC902,047$69,476 12/31/2023
     BSV902,047$69,476 12/31/2023
DAVENPORT & Co LLC901,254$69,414 12/31/2023
     BSV901,254$69,414 12/31/2023
US Bancorp DE870,830$67,071 12/31/2023
     BSV870,830$67,071 12/31/2023
Janney Montgomery Scott LLC830,529$63,967 12/31/2023
     BSV830,529$63,967 12/31/2023
Cetera Investment Advisers816,796$62,910 12/31/2023
     BSV816,796$62,910 12/31/2023
MML Investors Services LLC812,737$62,597 12/31/2023
     BSV812,737$62,597 12/31/2023
Efficient Advisors LLC810,871$62,453 12/31/2023
     BSV810,871$62,453 12/31/2023
D.A. Davidson & CO.804,869$61,991 12/31/2023
     BSV804,869$61,991 12/31/2023
Freestone Capital Holdings LLC794,258$61,174 12/31/2023
     BSV794,258$61,174 12/31/2023
Peapack Gladstone Financial Corp761,959$58,686 12/31/2023
     BSV761,959$58,686 12/31/2023

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

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