73 tracked 13F filers disclose a position in BDVL as of the latest SEC 13F filings, a combined $1.7B in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $802.2M | 32.5M | ▲+0.3% Added · +84K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $301.6M | 12.2M | ▲+5.8% Added · +672K sh | Q1 2026 | |
| 3 | MML INVESTORS SERVICES, LLC | $145.5M | 5.9M | ▼−19% Reduced · −1.4M sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $86.3M | 3.5M | ▲+93% Added · +1.7M sh | Q1 2026 | |
| 5 | JPMORGAN CHASE & CO | $84.0M | 3.5M | ▼−0.5% Reduced · −19K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $66.4M | 2.7M | ▲+0.6% Added · +17K sh | Q1 2026 | |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $49.3M | 2.0M | ▼−9.6% Reduced · −212K sh | Q1 2026 | |
| 8 | Envestnet Portfolio Solutions, Inc. | $22.2M | 853K | ▲+8.6% Added · +68K sh | Q2 2026 | |
| 9 | WBH ADVISORY INC | $20.9M | 803K | ▲+3.6% Added · +28K sh | Q2 2026 | |
| 10 | Sequoia Financial Advisors, LLC | $12.6M | 512K | ▼−1.6% Reduced · −8K sh | Q1 2026 | |
| 11 | NorthRock Partners, LLC | $10.1M | 409K | ▼−4.1% Reduced · −18K sh | Q1 2026 | |
| 12 | Sanctuary Advisors, LLC | $9.1M | 367K | ▲+19% Added · +60K sh | Q1 2026 | |
| 13 | Waverly Advisors, LLC | $8.6M | 349K | ▲+7.9% Added · +26K sh | Q1 2026 | |
| 14 | Integrated Wealth Concepts LLC | $4.0M | 163K | ▲10× Added · +147K sh | Q1 2026 | |
| 15 | Regal Investment Advisors LLC | $3.9M | 160K | ▼−1.6% Reduced · −3K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $2.6M | 106K | ▼−50% Reduced · −108K sh | Q1 2026 | |
| 17 | Rockefeller Capital Management L.P. | $2.0M | 82K | ▲New +82K sh | Q1 2026 | |
| 18 | Orion Porfolio Solutions, LLC | $2.0M | 82K | ▼−5.5% Reduced · −5K sh | Q1 2026 | |
| 19 | RDA Financial Network | $2.1M | 80K | ▲+4.3% Added · +3K sh | Q2 2026 | |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 74K | ▼−60% Reduced · −113K sh | Q1 2026 | |
| 21 | Strategic Blueprint, LLC | $1.9M | 71K | ▲+3.9% Added · +3K sh | Q2 2026 | |
| 22 | Transamerica Financial Advisors, LLC | $1.5M | 61K | ▲+15% Added · +8K sh | Q1 2026 | |
| 23 | B. Riley Wealth Advisors, Inc. | $1.5M | 58K | ▲+71% Added · +24K sh | Q2 2026 | |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 56K | ▲New +56K sh | Q1 2026 | |
| 25 | GeoWealth Management, LLC | $1.4M | 54K | ▼−2.4% Reduced · −1K sh | Q2 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.
Last quarter, 8 funds opened a new position in BDVL and 14 added to an existing one, while 14 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 38 funds | $8.0B |
| APPLE INCAAPL | 38 funds | $7.7B |
| ALPHABET INC-CL AGOOGL | 38 funds | $3.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 38 funds | $1.3B |
| MICROSOFT CORPMSFT | 37 funds | $5.5B |
| ALPHABET INC-CL CGOOG | 37 funds | $3.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 37 funds | $1.8B |
| JPMORGAN CHASE & COJPM | 37 funds | $1.6B |
| ISHARES DYN ACT ETFBDYN | 37 funds | $88.1M |
| AMAZON.COM INCAMZN | 36 funds | $3.8B |
| VANGUARD S&P 500 ETFVOO | 36 funds | $3.1B |
| TESLA INCTSLA | 36 funds | $1.4B |
Ranked by how many of BDVL's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| DYNFmc | 659 funds | $29.9B |
| BAImc | 474 funds | $10.4B |
| THROmc | 375 funds | $6.9B |
| BLCRmc | 303 funds | $4.3B |
| COROmc | 270 funds | $3.7B |
| IALTmc | 203 funds | $954.6M |
| IDEFmc | 201 funds | $3.3B |
| LCTUmc | 166 funds | $1.1B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for BDVL
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BDVL/capital-change-brief"
Use Arkolith's capital_change_brief for BDVL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + 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.