91 tracked 13F filers disclose a position in BKDV as of the latest SEC 13F filings, a combined $1.2B 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 | RAYMOND JAMES FINANCIAL INC | $204.0M | 6.9M | ▲+131% Added · +3.9M sh | Q1 2026 | |
| 2 | Bank of New York Mellon Corp | $130.7M | 4.4M | ▼−6.7% Reduced · −318K sh | Q1 2026 | |
| 3 | Principle Wealth Partners LLC | $136.2M | 4.1M | ▲+2.4% Added · +96K sh | Q2 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $101.8M | 3.4M | ▲+64% Added · +1.3M sh | Q1 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $65.9M | 2.2M | ▼−2.3% Reduced · −53K sh | Q1 2026 | |
| 6 | STIFEL FINANCIAL CORP | $46.8M | 1.6M | ▲+13% Added · +182K sh | Q1 2026 | |
| 7 | Bleakley Financial Group, LLC | $39.8M | 1.2M | ▲+240% Added · +839K sh | Q2 2026 | |
| 8 | Advisor OS, LLC | $36.3M | 1.1M | ▼−3.2% Reduced · −36K sh | Q2 2026 | |
| 9 | MJP ASSOCIATES INC /ADV | $36.3M | 1.1M | ▼−3.4% Reduced · −38K sh | Q2 2026 | |
| 10 | LPL Financial LLC | $29.6M | 1000K | ▲119× Added · +991K sh | Q1 2026 | |
| 11 | Mariner, LLC | $28.5M | 960K | ▲New +960K sh | Q1 2026 | |
| 12 | HighTower Advisors, LLC | $25.4M | 857K | ▲+61% Added · +325K sh | Q1 2026 | |
| 13 | Integrated Wealth Concepts LLC | $27.7M | 827K | ▲+41% Added · +239K sh | Q2 2026 | |
| 14 | MML INVESTORS SERVICES, LLC | $20.0M | 598K | ▲23× Added · +571K sh | Q2 2026 | |
| 15 | Private Advisor Group, LLC | $15.8M | 471K | ▲New +471K sh | Q2 2026 | |
| 16 | Steward Partners Investment Advisory, LLC | $12.9M | 385K | ▼−48% Reduced · −351K sh | Q2 2026 | |
| 17 | Trivium Point Advisory, LLC | $12.0M | 360K | ▲+90% Added · +171K sh | Q2 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $10.4M | 352K | ▲+137% Added · +203K sh | Q1 2026 | |
| 19 | CRUX WEALTH ADVISORS | $11.3M | 338K | ▼−1.3% Reduced · −4K sh | Q2 2026 | |
| 20 | StoneCrest Wealth Management, Inc. | $9.8M | 294K | ▼−1.9% Reduced · −6K sh | Q2 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $8.6M | 291K | ▲+540% Added · +246K sh | Q1 2026 | |
| 22 | JSF Financial, LLC | $8.9M | 264K | ▲+42% Added · +78K sh | Q2 2026 | |
| 23 | Ruggaard & Associates LLC | $8.8M | 264K | ▼−0.1% Reduced · −162 sh | Q2 2026 | |
| 24 | Merit Financial Group, LLC | $8.2M | 245K | ▲+0.3% Added · +826 sh | Q2 2026 | |
| 25 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $8.2M | 245K | ▲+20% Added · +40K 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, 11 funds opened a new position in BKDV and 18 added to an existing one, while 8 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 | 40 funds | $7.4B |
| MICROSOFT CORPMSFT | 40 funds | $5.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 40 funds | $2.4B |
| NVIDIA CORPNVDA | 39 funds | $8.3B |
| AMAZON.COM INCAMZN | 39 funds | $3.7B |
| ISHARES CORE S&P 500 ETFIVV | 39 funds | $3.3B |
| ALPHABET INC-CL AGOOGL | 38 funds | $3.1B |
| ALPHABET INC-CL CGOOG | 38 funds | $2.6B |
| INVESCO QQQ TRUST SERIES 1QQQ | 38 funds | $2.3B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 38 funds | $1.4B |
| ISHARES CORE S&P MIDCAP ETFIJH | 38 funds | $836.7M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 37 funds | $1.6B |
Ranked by how many of BKDV's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BKDVthis pagemc | 91 funds | $1.2B |
| BMOPcommon | 62 funds | $1.7B |
| BKMIOTHER | 56 funds | $1.7B |
| BEDYMF Closed and MF Open | 33 funds | $110.2M |
| BKCGMF Closed and MF Open | 28 funds | $14.7M |
| BKMScommon | 17 funds | $426.9M |
| BCPLCom | 15 funds | $316.3M |
| BKFICom | 11 funds | $317.8M |
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 BKDV
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/BKDV/capital-change-brief"
Use Arkolith's capital_change_brief for BKDV. 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 BKDV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.