| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | LINCOLN NATIONAL CORP | $180.7M | 2.63M | Added | Q1 2026 |
| 2 | Karpus Management, Inc. | $135.5M | 1.97M | Added | Q1 2026 |
| 3 | Beacon Capital Management, Inc. | $47.3M | 688.3K | New | Q1 2026 |
| 4 | VANGUARD ADVISERS INC | $33.6M | 488.7K | New | Q1 2026 |
| 5 | Envestnet Portfolio Solutions, Inc. | $31.5M | 458.6K | Reduced | Q1 2026 |
| 6 | REGIONS FINANCIAL CORP | $20.2M | 294.1K | Added | Q1 2026 |
| 7 | Trek Financial, LLC | $20.1M | 292.1K | New | Q1 2026 |
| 8 | Trilogy Capital Inc. | $20.1M | 292.1K | Reduced | Q1 2026 |
| 9 | Orion Porfolio Solutions, LLC | $18.7M | 272.0K | Added | Q1 2026 |
| 10 | MML INVESTORS SERVICES, LLC | $17.0M | 247.4K | Reduced | Q1 2026 |
| 11 | &PARTNERS | $13.2M | 191.2K | Added | Q1 2026 |
| 12 | NewEdge Advisors, LLC | $13.0M | 189.2K | New | Q1 2026 |
| 13 | TD PRIVATE CLIENT WEALTH LLC | $11.9M | 173.1K | Added | Q1 2026 |
| 14 | Atria Investments, Inc | $9.5M | 138.3K | Reduced | Q1 2026 |
| 15 | Crestwood Advisors Group, LLC | $8.0M | 116.1K | New | Q1 2026 |
| 16 | Ameritas Advisory Services, LLC | $7.6M | 110.4K | Reduced | Q1 2026 |
| 17 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $6.7M | 98.1K | Added | Q1 2026 |
| 18 | Mutual Advisors, LLC | $6.6M | 95.4K | Added | Q1 2026 |
| 19 | ASSETMARK, INC | $6.4M | 93.5K | Added | Q1 2026 |
| 20 | MGO ONE SEVEN LLC | $5.9M | 86.1K | Added | Q1 2026 |
| 21 | INTEGRITY ALLIANCE, LLC. | $5.7M | 82.9K | New | Q1 2026 |
| 22 | MONEY CONCEPTS CAPITAL CORP | $4.9M | 71.9K | Added | Q1 2026 |
| 23 | EXCHANGE TRADED CONCEPTS, LLC | $4.6M | 66.5K | Reduced | Q1 2026 |
| 24 | Sigma Planning Corp | $4.6M | 66.3K | Reduced | Q1 2026 |
| 25 | Private Advisor Group, LLC | $4.4M | 63.3K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Vanguard FTSE Developed Markets ETFVEA | 111 funds | $12.5B |
| Vanguard FTSE Emerging Markets ETFVWO | 111 funds | $8.6B |
| Microsoft CorpMSFT | 110 funds | $21.0B |
| Vanguard Growth ETFVUG | 110 funds | $10.3B |
| Broadcom LtdAVGO | 110 funds | $9.2B |
| iShares S&P 500 ETFIVV | 109 funds | $23.9B |
| Vanguard Total Stock Market ETFVTI | 109 funds | $22.4B |
| Vanguard S&P 500 ETFVOO | 109 funds | $18.0B |
| TATE STR SPDR S&P 500 ETF TSPY | 109 funds | $13.2B |
| JPMorgan Chase & CoJPM | 109 funds | $9.8B |
| LPHABET INCGOOG | 109 funds | $8.6B |
| iShares Core MSCI Emerging Markets ETFIEMG | 109 funds | $8.4B |
Ranked by how many of BLV'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 BLV. 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.