The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query BDVL owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BDVL"
Use Arkolith to show who owns BDVL, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MML INVESTORS SERVICES, LLC | $145.5M | 5.9M | ▼−19% Reduced · −1.4M sh | Q1 2026 | |
| 2 | Envestnet Portfolio Solutions, Inc. | $19.4M | 785K | ▲+4.3% Added · +33K sh | Q1 2026 | |
| 3 | Sequoia Financial Advisors, LLC | $12.6M | 512K | ▼−1.6% Reduced · −8K sh | Q1 2026 | |
| 4 | NorthRock Partners, LLC | $10.1M | 409K | ▼−4.1% Reduced · −18K sh | Q1 2026 | |
| 5 | Sanctuary Advisors, LLC | $9.1M | 367K | ▲+19% Added · +60K sh | Q1 2026 | |
| 6 | Waverly Advisors, LLC | $8.6M | 349K | ▲+7.9% Added · +26K sh | Q1 2026 | |
| 7 | Integrated Wealth Concepts LLC | $4.0M | 163K | ▲10× Added · +147K sh | Q1 2026 | |
| 8 | Regal Investment Advisors LLC | $3.9M | 160K | ▼−1.6% Reduced · −3K sh | Q1 2026 | |
| 9 | Orion Porfolio Solutions, LLC | $2.0M | 82K | ▼−5.5% Reduced · −5K sh | Q1 2026 | |
| 10 | Strategic Blueprint, LLC | $1.7M | 69K | ▼−3.0% Reduced · −2K sh | Q1 2026 | |
| 11 | GeoWealth Management, LLC | $1.4M | 55K | ▼−2.4% Reduced · −1K sh | Q1 2026 | |
| 12 | OneAscent Financial Services LLC | $1.0M | 43K | —Held | Q1 2026 | |
| 13 | Aptus Capital Advisors, LLC | $732K | 30K | ▼−4.2% Reduced · −1K sh | Q1 2026 | |
| 14 | Private Advisor Group, LLC | $538K | 22K | ▲+16% Added · +3K sh | Q1 2026 | |
| 15 | Merit Financial Group, LLC | $504K | 20K | ▼−8.4% Reduced · −2K sh | Q1 2026 | |
| 16 | Prospera Financial Services Inc | $352K | 14K | ▲New +14K sh | Q1 2026 | |
| 17 | Ausdal Financial Partners, Inc. | $333K | 14K | ▲+3.7% Added · +485 sh | Q1 2026 | |
| 18 | Advisors Capital Management, LLC | $292K | 12K | ▲New +12K sh | Q1 2026 | |
| 19 | Equitable Holdings, Inc. | $247K | 10K | ▼−11% Reduced · −1K sh | Q1 2026 | |
| 20 | Valmark Advisers, Inc. | $221K | 9K | ▲+0.2% Added · +18 sh | Q1 2026 | |
| 21 | Smartleaf Asset Management LLC | $123K | 5K | ▼−11% Reduced · −649 sh | Q1 2026 | |
| 22 | ASSETMARK, INC | $69K | 3K | ▲+17% Added · +410 sh | Q1 2026 | |
| 23 | CWM, LLC | $16K | 659 | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 26 funds | $6.8B |
| NVIDIA CORPNVDA | 26 funds | $6.7B |
| VANGUARD S&P 500 ETFVOO | 26 funds | $5.4B |
| MICROSOFT CORPMSFT | 26 funds | $4.9B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 26 funds | $3.5B |
| VANGUARD MEGA CAP GROWTH ETFMGK | 26 funds | $3.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 26 funds | $3.3B |
| VANGUARD GROWTH ETFVUG | 26 funds | $3.3B |
| ALPHABET INC-CL AGOOGL | 26 funds | $3.1B |
| STE STR SPDR PT S&P 500 ETFSPYM | 26 funds | $2.9B |
| VANGUARD FTSE DEVELOPED ETFVEA | 26 funds | $2.8B |
| BROADCOM INCAVGO | 26 funds | $2.6B |
Ranked by how many of BDVL's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BDVL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.