926 tracked 13F filers disclose a position in BIV as of the latest SEC 13F filings, a combined $18.1B 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 | WELLS FARGO & COMPANY/MN | $2.1B | 27.8M | ▲+8.8% Added · +2.2M sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $1.8B | 23.6M | ▲+40% Added · +6.7M sh | Q1 2026 | |
| 3 | EP Wealth Advisors, LLC | $934.1M | 12.2M | ▲+19% Added · +1.9M sh | Q2 2026 | |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $931.6M | 12.1M | ▲+7.5% Added · +842K sh | Q1 2026 | |
| 5 | GOLDMAN SACHS GROUP INC | $799.4M | 10.4M | ▲+6.6% Added · +643K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $642.6M | 8.3M | ▲+11% Added · +855K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $554.4M | 7.2M | ▲+8.1% Added · +541K sh | Q1 2026 | |
| 8 | True Link Financial Advisors, LLC | $437.7M | 5.7M | ▲+6.5% Added · +348K sh | Q2 2026 | |
| 9 | Baird Financial Group, Inc. | $431.9M | 5.6M | ▲+17% Added · +822K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $407.8M | 5.3M | ▲+2.5% Added · +128K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $324.3M | 4.2M | ▼−0.3% Reduced · −11K sh | Q1 2026 | |
| 12 | MATHER GROUP, LLC. | $285.6M | 3.7M | ▲+5.0% Added · +175K sh | Q1 2026 | |
| 13 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $285.1M | 3.7M | ▲+4.5% Added · +159K sh | Q1 2026 | |
| 14 | JONES FINANCIAL COMPANIES LLLP | $238.0M | 3.1M | ▲+26% Added · +649K sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $194.7M | 2.5M | ▲+12% Added · +280K sh | Q1 2026 | |
| 16 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $186.8M | 2.4M | ▲+5.7% Added · +130K sh | Q2 2026 | |
| 17 | LINCOLN NATIONAL CORP | $172.7M | 2.3M | ▲+3.0% Added · +66K sh | Q2 2026 | |
| 18 | ROYAL BANK OF CANADA | $161.0M | 2.1M | ▲+8.1% Added · +156K sh | Q1 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $159.3M | 2.1M | ▼−4.5% Reduced · −99K sh | Q1 2026 | |
| 20 | Mariner, LLC | $154.4M | 2.0M | ▲+6.5% Added · +122K sh | Q1 2026 | |
| 21 | Zhang Financial LLC | $146.9M | 1.9M | ▲+1.3% Added · +25K sh | Q2 2026 | |
| 22 | Retirement Investment Advisors, Inc. | $138.2M | 1.8M | ▲+6.3% Added · +109K sh | Q2 2026 | |
| 23 | Cetera Investment Advisers | $131.6M | 1.7M | ▲+8.7% Added · +137K sh | Q1 2026 | |
| 24 | UBS Group AG | $131.3M | 1.7M | ▼−8.4% Reduced · −156K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $115.8M | 1.5M | ▲+7.3% Added · +102K sh | 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.
Last quarter, 0 funds opened a new position in BIV and 36 added to an existing one, while 6 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 |
|---|---|---|
| APPLE INCAAPL | 544 funds | $89.5B |
| MICROSOFT CORPMSFT | 542 funds | $76.0B |
| NVIDIA CORPNVDA | 528 funds | $101.6B |
| AMAZON.COM INCAMZN | 518 funds | $54.8B |
| ALPHABET INC-CL AGOOGL | 510 funds | $46.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 502 funds | $15.8B |
| JPMORGAN CHASE & COJPM | 501 funds | $24.6B |
| ALPHABET INC-CL CGOOG | 500 funds | $34.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 486 funds | $15.5B |
| VANGUARD S&P 500 ETFVOO | 485 funds | $21.5B |
| JOHNSON & JOHNSONJNJ | 483 funds | $16.4B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 478 funds | $16.7B |
Ranked by how many of BIV's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| BNDcs | 1667 funds | $87.8B |
| BSVcs | 1227 funds | $33.8B |
| BIVthis pagecs | 926 funds | $18.1B |
| BLVcs | 372 funds | $3.5B |
| VBTLXOPEN END TAXABLE NO LOAD FUND | 6 funds | $19.9M |
| VSGAXSC GWTH IDX ADM | 6 funds | $2.2M |
| VMVAXOPEN END TAXABLE NO LOAD FUND | 5 funds | $13.2M |
| VSIAXSMCP VAL IDX ADM | 5 funds | $5.3M |
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 BIV
This stock 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/BIV/capital-change-brief"
Use Arkolith's capital_change_brief for BIV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BIV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.