Among active 13F managers last quarter, 2 opened and 2 added, while none reduced or exited; the largest holder to move was Evanson Financial, LLC (new position).
40 tracked 13F filers disclose a position in BMVP as of the latest SEC 13F filings, a combined $16.0M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 85K | $4.2M | ▼−2.9% Reduced · −3K sh | Q1 2026 | |
| 2 | Institute for Wealth Management, LLC. | 57K | $2.9M | ▲~0% Added · +2 sh | Q2 2026 | |
| 3 | Morgan Stanley | 45K | $2.3M | ▼−1.1% Reduced · −509 sh | Q1 2026 | |
| 4 | Raymond James Financial Inc | 17K | $837K | ▲New +17K sh | Q1 2026 | |
| 5 | Commonwealth Equity Services, LLC | 15K | $759K | ▲+7.5% Added · +1K sh | Q1 2026 | |
| 6 | Goldman Sachs Group Inc | 12K | $599K | ▲+9.2% Added · +1K sh | Q1 2026 | |
| 7 | Osaic Holdings, Inc. | 10K | $497K | ▼−0.2% Reduced · −22 sh | Q1 2026 | |
| 8 | Bank Of Montreal | 8K | $415K | ▼−11% Reduced · −1K sh | Q1 2026 | |
| 9 | Truist Financial Corp | 6K | $311K | ▼−1.5% Reduced · −98 sh | Q1 2026 | |
| 10 | Evanson Financial, LLC | 6K | $309K | ▲New +6K sh | Q2 2026 | |
| 11 | Evanson Asset Management, LLC | 6K | $300K | —Held | Q1 2026 | |
| 12 | Mosaic Family Wealth Partners, LLC | 6K | $303K | ▲+0.1% Added · +7 sh | Q2 2026 | |
| 13 | Wells Fargo & Company | 5K | $259K | ▲New +5K sh | Q1 2026 | |
| 14 | UBS Group AG | 5K | $257K | ▼−75% Reduced · −16K sh | Q1 2026 | |
| 15 | Creative Planning | 5K | $225K | —Held | Q1 2026 | |
| 16 | J.W. Cole Advisors, Inc. | 4K | $218K | ▲Added Added · +4K sh | Q2 2026 | |
| 17 | Jones Financial Companies LLLP | 4K | $174K | ▼−20% Reduced · −889 sh | Q1 2026 | |
| 18 | Rothschild Investment LLC | 3K | $154K | —Held | Q2 2026 | |
| 19 | Clearstead Advisors, LLC | 3K | $152K | ▲+76% Added · +1K sh | Q2 2026 | |
| 20 | Glenmede Trust Co Na | 2K | $109K | ▼−0.5% Reduced · −11 sh | Q2 2026 | |
| 21 | Bellevue Asset Management, LLC | 2K | $98K | —Held | Q2 2026 | |
| 22 | FMR LLC | 2K | $96K | —Held | Q2 2026 | |
| 23 | National Bank Of Canada | 2K | $90K | —Held | Q1 2026 | |
| 24 | Northwestern Mutual Wealth Management Co | 1K | $62K | ▲+0.4% Added · +5 sh | Q1 2026 | |
| 25 | JPMorgan Chase & Co | 1K | $55K | —Held | 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, 2 funds opened a new position in BMVP and 2 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
No filings captured for this ticker in the live stream yet.
Connected entities for BMVP
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/BMVP/capital-change-brief"
Use Arkolith's capital_change_brief for BMVP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for BMVP. Filings are public domain, sourced to SEC EDGAR.