30 tracked 13F filers disclose a position in BLCV as of the latest SEC 13F filings, a combined $307.6M 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 | EP Wealth Advisors, LLC | $207.9M | 5.0M | ▼−2.7% Reduced · −141K sh | Q2 2026 | |
| 2 | EQ LLC | $27.4M | 664K | ▼−23% Reduced · −202K sh | Q2 2026 | |
| 3 | PRINCIPAL SECURITIES, INC. | $12.3M | 298K | ▼−5.3% Reduced · −17K sh | Q2 2026 | |
| 4 | MML INVESTORS SERVICES, LLC | $10.9M | 264K | ▲+21% Added · +46K sh | Q2 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $7.8M | 216K | ▲New +216K sh | Q1 2026 | |
| 6 | Skyline Advisors, Inc. | $8.8M | 214K | ▲+17% Added · +31K sh | Q2 2026 | |
| 7 | Spectrum Planning & Advisory Services Inc. | $6.9M | 167K | ▼−19% Reduced · −39K sh | Q2 2026 | |
| 8 | LPL Financial LLC | $5.3M | 148K | ▲New +148K sh | Q1 2026 | |
| 9 | Sigma Planning Corp | $5.7M | 138K | ▲+6.2% Added · +8K sh | Q2 2026 | |
| 10 | MCDONALD PARTNERS LLC | $4.4M | 107K | ▲+102% Added · +54K sh | Q2 2026 | |
| 11 | COFG Advisors, LLC | $1.5M | 36K | ▲+17% Added · +5K sh | Q2 2026 | |
| 12 | Visionary Wealth Advisors | $1.4M | 34K | ▲+190% Added · +22K sh | Q2 2026 | |
| 13 | J.W. COLE ADVISORS, INC. | $1.3M | 33K | ▲+20% Added · +5K sh | Q2 2026 | |
| 14 | Summit Financial, LLC | $1.1M | 26K | ▲+63% Added · +10K sh | Q2 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $899K | 25K | ▲New +25K sh | Q1 2026 | |
| 16 | Register Financial Advisors LLC | $578K | 14K | ▲New +14K sh | Q2 2026 | |
| 17 | Equitable Holdings, Inc. | $444K | 11K | ▲New +11K sh | Q2 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $386K | 11K | ▲New +11K sh | Q1 2026 | |
| 19 | BUCKHEAD CAPITAL MANAGEMENT LLC | $396K | 10K | ▲+71% Added · +4K sh | Q2 2026 | |
| 20 | Merit Financial Group, LLC | $378K | 9K | ▲New +9K sh | Q2 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $311K | 9K | ▲New +9K sh | Q1 2026 | |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $287K | 8K | ▲New +8K sh | Q1 2026 | |
| 23 | TRUIST FINANCIAL CORP | $285K | 8K | ▲New +8K sh | Q1 2026 | |
| 24 | Keystone Financial Group | $314K | 8K | ▲+15% Added · +964 sh | Q2 2026 | |
| 25 | MGO ONE SEVEN LLC | $250K | 6K | ▲New +6K 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, 3 funds opened a new position in BLCV and 8 added to an existing one, while 3 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 14 funds | $1.6B |
| NVIDIA CORPNVDA | 14 funds | $1.3B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 14 funds | $1.1B |
| VANGUARD S&P 500 ETFVOO | 14 funds | $942.3M |
| MICROSOFT CORPMSFT | 14 funds | $820.5M |
| AMAZON.COM INCAMZN | 14 funds | $801.5M |
| APPLE INCAAPL | 13 funds | $1.8B |
| INVESCO QQQ TRUST SERIES 1QQQ | 13 funds | $1.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 13 funds | $749.9M |
| ALPHABET INC-CL CGOOG | 13 funds | $522.2M |
| JPMORGAN CHASE & COJPM | 13 funds | $425.3M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 13 funds | $424.4M |
Ranked by how many of BLCV's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for BLCV
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/BLCV/capital-change-brief"
Use Arkolith's capital_change_brief for BLCV. 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 BLCV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.