Among active 13F managers last quarter, 6 opened and 6 added, while 13 reduced; the largest holder to move was Focus Advisor Solutions, LLC (+4.8%).
123 tracked 13F filers disclose a position in BSVO as of the latest SEC 13F filings, a combined $2.1B 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 | Focus Partners Wealth | 37.3M | $945.2M | ▲+2.4% Added · +887K sh | Q1 2026 | |
| 2 | Focus Advisor Solutions, LLC | 21.1M | $616.0M | ▲+4.8% Added · +966K sh | Q2 2026 | |
| 3 | Keb Asset Management, LLC | 1.6M | $46.8M | ▼−0.9% Reduced · −14K sh | Q2 2026 | |
| 4 | Claris Advisors, LLC / Mo | 1.2M | $35.4M | ▼−0.8% Reduced · −9K sh | Q2 2026 | |
| 5 | Envestnet Asset Management Inc | 1.2M | $29.2M | ▼−0.1% Reduced · −2K sh | Q1 2026 | |
| 6 | Peirce Capital Management, LLC | 973K | $28.4M | ▼−46% Reduced · −845K sh | Q2 2026 | |
| 7 | Friday Financial | 810K | $23.3M | ▲+5.1% Added · +39K sh | Q2 2026 | |
| 8 | AQR Capital Management LLC | 800K | $20.3M | ▲+28% Added · +174K sh | Q1 2026 | |
| 9 | Brady Martz Wealth Solutions, LLC | 780K | $22.8M | ▲+0.1% Added · +1K sh | Q2 2026 | |
| 10 | EverSource Wealth Advisors, LLC | 647K | $16.4M | ▲+3.9% Added · +25K sh | Q1 2026 | |
| 11 | HMV Wealth Advisors, LLC | 647K | $18.9M | ▲+20% Added · +110K sh | Q2 2026 | |
| 12 | Forum Financial Management, LP | 634K | $18.5M | ▼−1.8% Reduced · −12K sh | Q2 2026 | |
| 13 | HBE Wealth Management, LLC | 621K | $18.1M | ▲+0.3% Added · +2K sh | Q2 2026 | |
| 14 | Vistica Wealth Advisors, LLC | 603K | $17.6M | ▲+4.5% Added · +26K sh | Q2 2026 | |
| 15 | Benningfield Financial Advisors, LLC | 513K | $15.0M | ▼−1.8% Reduced · −10K sh | Q2 2026 | |
| 16 | Dopkins Wealth Management, LLC | 397K | $11.6M | ▼−0.2% Reduced · −826 sh | Q2 2026 | |
| 17 | JDH Wealth Management, LLC | 350K | $10.2M | ▼−6.7% Reduced · −25K sh | Q2 2026 | |
| 18 | Lauterbach Financial Advisors, LLC | 328K | $9.6M | ▼−1.8% Reduced · −6K sh | Q2 2026 | |
| 19 | Cogent Strategic Wealth LLC | 255K | $7.4M | ▼−2.3% Reduced · −6K sh | Q2 2026 | |
| 20 | Evanson Financial, LLC | 255K | $7.4M | ▲New +255K sh | Q2 2026 | |
| 21 | Allworth Financial LP | 253K | $6.4M | ▼−1.9% Reduced · −5K sh | Q1 2026 | |
| 22 | Evanson Asset Management, LLC | 232K | $5.9M | —Held | Q1 2026 | |
| 23 | Northwest Wealth Management, LLC | 219K | $6.4M | ▼−0.7% Reduced · −2K sh | Q2 2026 | |
| 24 | Hill Investment Group Partners, LLC | 205K | $6.0M | ▼−4.9% Reduced · −11K sh | Q2 2026 | |
| 25 | CogentBlue Wealth Advisors, LLC | 196K | $5.7M | ▲+4.5% Added · +9K 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, 6 funds opened a new position in BSVO and 6 added to an existing one, while 13 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 49 funds | $13.7B |
| SS SPDR S&P 500 ETF Trust-USSPY | 49 funds | $4.1B |
| Apple IncAAPL | 48 funds | $12.0B |
| Microsoft CorpMSFT | 48 funds | $7.6B |
| Amazon.com IncAMZN | 48 funds | $5.8B |
| Alphabet Inc-CL AGOOGL | 46 funds | $5.8B |
| Walmart IncWMT | 46 funds | $2.2B |
| Vanguard Total Stock MKT ETFVTI | 45 funds | $5.3B |
| Tesla IncTSLA | 44 funds | $2.9B |
| JPMorgan Chase & CoJPM | 44 funds | $2.8B |
| Caterpillar IncCAT | 44 funds | $899.1M |
| Cisco Systems IncCSCO | 44 funds | $853.9M |
Ranked by how many of BSVO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BSVO.
| Class | 13F holders | Value held |
|---|---|---|
| BOXXmc | 343 funds | $1.9B |
| FRDMmc | 291 funds | $2.2B |
| STRVmc | 124 funds | $381.3M |
| BSVOthis pageFUND | 123 funds | $2.1B |
| DRLLmc | 92 funds | $35.6M |
| QMOMmc | 65 funds | $196.3M |
| BBLUmc | 65 funds | $135.6M |
| BUXXSTRIVE ENHANCED | 63 funds | $280.5M |
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 BSVO
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/BSVO/capital-change-brief"
Use Arkolith's capital_change_brief for BSVO. 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 BSVO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.