| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Empower Advisory Group, LLC | $1.8B | 22.55M | Added | Q1 2026 |
| 2 | Truepoint, Inc. | $566.0M | 7.22M | Added | Q1 2026 |
| 3 | LINCOLN NATIONAL CORP | $306.1M | 3.90M | Added | Q1 2026 |
| 4 | Sequoia Financial Advisors, LLC | $264.9M | 3.38M | Added | Q1 2026 |
| 5 | Purpose Unlimited Inc. | $178.9M | 2.28M | Added | Q1 2026 |
| 6 | MetLife Investment Management, LLC | $178.3M | 2.27M | Reduced | Q1 2026 |
| 7 | WIT, LLC | $157.4M | 2.01M | Added | Q1 2026 |
| 8 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $150.7M | 1.92M | Reduced | Q1 2026 |
| 9 | Apella Capital, LLC | $130.1M | 1.66M | Reduced | Q1 2026 |
| 10 | Valmark Advisers, Inc. | $126.3M | 1.61M | Added | Q1 2026 |
| 11 | &PARTNERS | $101.8M | 1.30M | Added | Q1 2026 |
| 12 | DAVENPORT & Co LLC | $97.8M | 1.25M | Added | Q1 2026 |
| 13 | Beacon Pointe Advisors, LLC | $96.2M | 1.23M | Added | Q1 2026 |
| 14 | Freestone Capital Holdings, LLC | $92.4M | 1.18M | Added | Q1 2026 |
| 15 | D.A. DAVIDSON & CO. | $83.1M | 1.06M | Added | Q1 2026 |
| 16 | EXCHANGE TRADED CONCEPTS, LLC | $79.8M | 1.02M | Added | Q1 2026 |
| 17 | Envestnet Portfolio Solutions, Inc. | $69.3M | 883.4K | Reduced | Q1 2026 |
| 18 | FIRST MERCHANTS CORP | $67.5M | 860.7K | Added | Q1 2026 |
| 19 | MML INVESTORS SERVICES, LLC | $64.3M | 820.0K | Reduced | Q1 2026 |
| 20 | VANGUARD ADVISERS INC | $61.8M | 788.6K | New | Q1 2026 |
| 21 | Savant Capital, LLC | $58.9M | 751.0K | Reduced | Q1 2026 |
| 22 | Focus Partners Advisor Solutions, LLC | $58.4M | 744.6K | Added | Q1 2026 |
| 23 | Prime Capital Investment Advisors, LLC | $56.9M | 725.6K | Added | Q1 2026 |
| 24 | Composition Wealth, LLC | $53.7M | 684.5K | Added | Q1 2026 |
| 25 | Trajan Wealth LLC | $53.7M | 684.4K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Microsoft CorporationMSFT | 292 funds | $50.9B |
| Apple Inc.AAPL | 289 funds | $66.3B |
| Johnson & JohnsonJNJ | 289 funds | $15.3B |
| Jpmorgan Chase & CoJPM | 288 funds | $21.8B |
| Lilly Eli & CompanyLLY | 287 funds | $13.1B |
| Nvidia Corp ComNVDA | 286 funds | $62.2B |
| Broadcom LtdAVGO | 286 funds | $23.5B |
| TATE STR SPDR S&P 500 ETF TSPY | 285 funds | $38.8B |
| Amazon.com, Inc.AMZN | 285 funds | $36.0B |
| GOOGLE INCGOOGL | 285 funds | $35.0B |
| Meta Platforms, Inc.META | 285 funds | $19.9B |
| ISHARES TRXOM | 285 funds | $12.2B |
Ranked by how many of BSV'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 BSV. 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.