| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | EP Wealth Advisors, LLC | $790.4M | 10.24M | Added | Q1 2026 |
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $285.1M | 3.70M | Added | Q1 2026 |
| 3 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $177.9M | 2.30M | New | Q1 2026 |
| 4 | LINCOLN NATIONAL CORP | $168.7M | 2.19M | Added | Q1 2026 |
| 5 | Zhang Financial LLC | $145.9M | 1.89M | Added | Q1 2026 |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $72.4M | 939.7K | Reduced | Q1 2026 |
| 7 | VANGUARD ADVISERS INC | $68.0M | 880.9K | New | Q1 2026 |
| 8 | WIT, LLC | $66.5M | 861.2K | Added | Q1 2026 |
| 9 | Private Advisor Group, LLC | $59.5M | 770.4K | Added | Q1 2026 |
| 10 | Beacon Capital Management, Inc. | $47.9M | 621.1K | New | Q1 2026 |
| 11 | STEPHENS INC /AR/ | $47.0M | 609.6K | Added | Q1 2026 |
| 12 | MML INVESTORS SERVICES, LLC | $44.0M | 570.1K | Reduced | Q1 2026 |
| 13 | &PARTNERS | $35.4M | 457.5K | Added | Q1 2026 |
| 14 | Envestnet Portfolio Solutions, Inc. | $34.8M | 450.6K | Reduced | Q1 2026 |
| 15 | Midwest Trust Co | $32.7M | 424.3K | Reduced | Q1 2026 |
| 16 | Wealthfront Advisers LLC | $32.6M | 422.2K | Added | Q1 2026 |
| 17 | Modera Wealth Management, LLC | $32.3M | 418.7K | Reduced | Q1 2026 |
| 18 | Geneos Wealth Management Inc. | $30.3M | 388.8K | New | Q4 2025 |
| 19 | Financial Engines Advisors L.L.C. | $23.3M | 301.4K | Added | Q1 2026 |
| 20 | MAI Capital Management | $23.0M | 298.3K | Added | Q1 2026 |
| 21 | FIRST MERCHANTS CORP | $22.5M | 291.5K | Added | Q1 2026 |
| 22 | Rockefeller Capital Management L.P. | $21.6M | 277.8K | New | Q4 2025 |
| 23 | Ashton Thomas Private Wealth, LLC | $21.1M | 273.8K | Added | Q1 2026 |
| 24 | Vestmark Advisory Solutions, Inc. | $20.8M | 269.9K | Added | Q1 2026 |
| 25 | GAMMA Investing LLC | $20.5M | 266.0K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Vanguard FTSE Developed Mkts EVEA | 219 funds | $20.3B |
| Nvidia Corp ComNVDA | 218 funds | $43.5B |
| Microsoft CorporationMSFT | 218 funds | $36.5B |
| iShares S&P 500 ETFIVV | 217 funds | $52.5B |
| Jpmorgan Chase & Co - USJPM | 217 funds | $17.0B |
| The Home Depot IncHD | 217 funds | $6.3B |
| Apple Inc.AAPL | 216 funds | $48.9B |
| TATE STR SPDR S&P 500 ETF TSPY | 216 funds | $27.7B |
| Vanguard S&P 500 Etf - US ETPVOO | 216 funds | $25.5B |
| LPHABET INCGOOG | 216 funds | $17.2B |
| Broadcom LtdAVGO | 216 funds | $16.3B |
| Lilly Eli & CompanyLLY | 216 funds | $9.9B |
Ranked by how many of BIV'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 BIV. 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.