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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Envestnet Asset Management Inc. | 46,474,582 | $3,579,472 | 12/31/2023 | BSV | 46,474,582 | $3,579,472 | 12/31/2023 | Morgan Stanley | 28,945,731 | $2,229,400 | 12/31/2023 | BSV | 28,945,731 | $2,229,400 | 12/31/2023 | Goldman Sachs Group Inc. | 27,696,618 | $2,133,194 | 12/31/2023 | BSV | 27,696,618 | $2,133,194 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 20,726,743 | $1,596,374 | 12/31/2023 | BSV | 20,726,743 | $1,596,374 | 12/31/2023 | JPMorgan Chase & Co. | 15,001,564 | $1,155,420 | 12/31/2023 | BSV | 15,001,564 | $1,155,420 | 12/31/2023 | Empower Advisory Group LLC | 13,195,657 | $1,016,330 | 12/31/2023 | BSV | 13,195,657 | $1,016,330 | 12/31/2023 | Allworth Financial LP | 11,524,568 | $883,589 | 03/31/2024 | BSV | 11,524,568 | $883,589 | 03/31/2024 | Northern Trust Corp | 8,794,287 | $677,336 | 12/31/2023 | BSV | 8,794,287 | $677,336 | 12/31/2023 | Bank of America Corp DE | 8,184,900 | $630,401 | 12/31/2023 | BSV | 8,184,900 | $630,401 | 12/31/2023 | Wells Fargo & Company MN | 6,471,209 | $498,412 | 12/31/2023 | BSV | 6,471,209 | $498,412 | 12/31/2023 | LPL Financial LLC | 5,631,286 | $433,722 | 12/31/2023 | BSV | 5,631,286 | $433,722 | 12/31/2023 | Truepoint Inc. | 5,540,703 | $426,745 | 12/31/2023 | BSV | 5,540,703 | $426,745 | 12/31/2023 | United Capital Financial Advisers LLC | 5,382,469 | $414,558 | 12/31/2023 | BSV | 5,382,469 | $414,558 | 12/31/2023 | Avantax Advisory Services Inc. | 5,172,148 | $398,359 | 12/31/2023 | BSV | 5,172,148 | $398,359 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 4,167,062 | $320,947 | 12/31/2023 | BSV | 4,167,062 | $320,947 | 12/31/2023 | Royal Bank of Canada | 3,912,424 | $301,335 | 12/31/2023 | BSV | 3,912,424 | $301,335 | 12/31/2023 | Morningstar Investment Services LLC | 3,772,526 | $290,371 | 12/31/2023 | BSV | 3,772,526 | $290,371 | 12/31/2023 | CI Private Wealth LLC | 3,374,277 | $259,887 | 12/31/2023 | BSV | 3,374,277 | $259,887 | 12/31/2023 | Lincoln National Corp | 3,052,942 | $235,138 | 12/31/2023 | BSV | 3,052,942 | $235,138 | 12/31/2023 | Charles Schwab Investment Management Inc. | 2,778,165 | $213,974 | 12/31/2023 | BSV | 2,778,165 | $213,974 | 12/31/2023 | UBS Group AG | 2,742,705 | $211,243 | 12/31/2023 | BSV | 2,742,705 | $211,243 | 12/31/2023 | True Link Financial Advisors LLC | 2,737,765 | $209,904 | 03/31/2024 | BSV | 2,737,765 | $209,904 | 03/31/2024 | Advisor Group Holdings Inc. | 2,546,718 | $196,232 | 12/31/2023 | BSV | 2,546,718 | $196,232 | 12/31/2023 | Commonwealth Equity Services LLC | 2,527,398 | $194,660 | 12/31/2023 | BSV | 2,527,398 | $194,660 | 12/31/2023 | MetLife Investment Management LLC | 2,491,700 | $191,911 | 12/31/2023 | BSV | 2,491,700 | $191,911 | 12/31/2023 | Captrust Financial Advisors | 2,489,427 | $191,736 | 12/31/2023 | BSV | 2,489,427 | $191,736 | 12/31/2023 | Bank of New York Mellon Corp | 2,493,226 | $191,156 | 03/31/2024 | BSV | 2,493,226 | $191,156 | 03/31/2024 | Carlson Capital Management | 1,792,905 | $137,462 | 03/31/2024 | BSV | 1,792,905 | $137,462 | 03/31/2024 | Apella Capital LLC | 1,645,565 | $125,590 | 03/31/2024 | BSV | 1,645,565 | $125,590 | 03/31/2024 | Cambridge Investment Research Advisors Inc. | 1,491,158 | $114,327 | 03/31/2024 | BSV | 1,491,158 | $114,327 | 03/31/2024 | Buckingham Strategic Wealth LLC | 1,476,529 | $113,722 | 12/31/2023 | BSV | 1,476,529 | $113,722 | 12/31/2023 | Ameriprise Financial Inc. | 1,405,232 | $107,874 | 12/31/2023 | BSV | 1,405,232 | $107,874 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 1,403,971 | $107,642 | 03/31/2024 | BSV | 1,403,971 | $107,642 | 03/31/2024 | Smithfield Trust Co. | 1,396,789 | $107,568 | 12/31/2023 | BSV | 1,396,789 | $107,568 | 12/31/2023 | Truist Financial Corp | 1,320,131 | $101,676 | 12/31/2023 | BSV | 1,320,131 | $101,676 | 12/31/2023 | Raymond James & Associates | 1,222,506 | $93,730 | 03/31/2024 | BSV | 1,222,506 | $93,730 | 03/31/2024 | Jones Financial Companies Lllp | 1,071,226 | $82,506 | 12/31/2023 | BSV | 1,071,226 | $82,506 | 12/31/2023 | Willow Creek Wealth Management Inc. | 1,028,451 | $79,211 | 12/31/2023 | BSV | 1,028,451 | $79,211 | 12/31/2023 | Valmark Advisers Inc. | 962,202 | $74,109 | 12/31/2023 | BSV | 962,202 | $74,109 | 12/31/2023 | Diversified Portfolios Inc. | 936,862 | $72,157 | 12/31/2023 | BSV | 936,862 | $72,157 | 12/31/2023 | Prime Capital Investment Advisors LLC | 902,047 | $69,476 | 12/31/2023 | BSV | 902,047 | $69,476 | 12/31/2023 | DAVENPORT & Co LLC | 901,254 | $69,414 | 12/31/2023 | BSV | 901,254 | $69,414 | 12/31/2023 | US Bancorp DE | 870,830 | $67,071 | 12/31/2023 | BSV | 870,830 | $67,071 | 12/31/2023 | Janney Montgomery Scott LLC | 830,529 | $63,967 | 12/31/2023 | BSV | 830,529 | $63,967 | 12/31/2023 | Cetera Investment Advisers | 816,796 | $62,910 | 12/31/2023 | BSV | 816,796 | $62,910 | 12/31/2023 | MML Investors Services LLC | 812,737 | $62,597 | 12/31/2023 | BSV | 812,737 | $62,597 | 12/31/2023 | Efficient Advisors LLC | 810,871 | $62,453 | 12/31/2023 | BSV | 810,871 | $62,453 | 12/31/2023 | D.A. Davidson & CO. | 804,869 | $61,991 | 12/31/2023 | BSV | 804,869 | $61,991 | 12/31/2023 | Freestone Capital Holdings LLC | 794,258 | $61,174 | 12/31/2023 | BSV | 794,258 | $61,174 | 12/31/2023 | Peapack Gladstone Financial Corp | 761,959 | $58,686 | 12/31/2023 | BSV | 761,959 | $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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