106 tracked 13F filers disclose a position in BSVO as of the latest SEC 13F filings, a combined $1.9B 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 | Focus Partners Wealth | $945.2M | 37.3M | ▲+2.4% Added · +887K sh | Q1 2026 | |
| 2 | Focus Partners Advisor Solutions, LLC | $510.7M | 20.1M | ▲+2.6% Added · +505K sh | Q1 2026 | |
| 3 | KEB ASSET MANAGEMENT, LLC | $46.8M | 1.6M | ▼−0.9% Reduced · −14K sh | Q2 2026 | |
| 4 | CLARIS ADVISORS, LLC / MO / | $35.4M | 1.2M | ▼−0.8% Reduced · −9K sh | Q2 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $29.2M | 1.2M | ▼−0.1% Reduced · −2K sh | Q1 2026 | |
| 6 | Peirce Capital Management, LLC | $28.4M | 973K | ▼−46% Reduced · −845K sh | Q2 2026 | |
| 7 | Friday Financial | $23.3M | 810K | ▲+5.1% Added · +39K sh | Q2 2026 | |
| 8 | AQR CAPITAL MANAGEMENT LLC | $20.3M | 800K | ▲+28% Added · +174K sh | Q1 2026 | |
| 9 | Brady Martz Wealth Solutions, LLC | $22.8M | 780K | ▲+0.1% Added · +1K sh | Q2 2026 | |
| 10 | EverSource Wealth Advisors, LLC | $16.4M | 647K | ▲+3.9% Added · +25K sh | Q1 2026 | |
| 11 | HMV Wealth Advisors, LLC | $18.9M | 647K | ▲+20% Added · +110K sh | Q2 2026 | |
| 12 | Forum Financial Management, LP | $18.5M | 634K | ▼−1.8% Reduced · −12K sh | Q2 2026 | |
| 13 | HBE Wealth Management, LLC | $18.1M | 621K | ▲+0.3% Added · +2K sh | Q2 2026 | |
| 14 | Vistica Wealth Advisors, LLC | $17.6M | 603K | ▲+4.5% Added · +26K sh | Q2 2026 | |
| 15 | BENNINGFIELD FINANCIAL ADVISORS, LLC | $15.0M | 513K | ▼−1.8% Reduced · −10K sh | Q2 2026 | |
| 16 | DOPKINS WEALTH MANAGEMENT, LLC | $11.6M | 397K | ▼−0.2% Reduced · −826 sh | Q2 2026 | |
| 17 | JDH Wealth Management, LLC | $10.2M | 350K | ▼−6.7% Reduced · −25K sh | Q2 2026 | |
| 18 | Lauterbach Financial Advisors, LLC | $9.6M | 328K | ▼−1.8% Reduced · −6K sh | Q2 2026 | |
| 19 | Evanson Financial, LLC | $7.4M | 255K | ▲New +255K sh | Q2 2026 | |
| 20 | Allworth Financial LP | $6.4M | 253K | ▼−1.9% Reduced · −5K sh | Q1 2026 | |
| 21 | Evanson Asset Management, LLC | $5.9M | 232K | —Held | Q1 2026 | |
| 22 | NORTHWEST WEALTH MANAGEMENT, LLC | $6.4M | 219K | ▼−0.7% Reduced · −2K sh | Q2 2026 | |
| 23 | CogentBlue Wealth Advisors, LLC | $5.7M | 196K | ▲+4.5% Added · +9K sh | Q2 2026 | |
| 24 | Farther Finance Advisors, LLC | $4.6M | 182K | ▲New +182K sh | Q1 2026 | |
| 25 | RB Capital Management, LLC | $4.6M | 181K | ▲+2.5% Added · +4K sh | 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, 4 funds opened a new position in BSVO and 6 added to an existing one, while 13 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 |
|---|---|---|
| NVIDIA CORPNVDA | 40 funds | $12.9B |
| APPLE INCAAPL | 40 funds | $11.3B |
| AMAZON.COM INCAMZN | 40 funds | $5.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 40 funds | $3.4B |
| MICROSOFT CORPMSFT | 39 funds | $7.2B |
| ALPHABET INC-CL AGOOGL | 38 funds | $5.4B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 38 funds | $4.7B |
| JPMORGAN CHASE & COJPM | 37 funds | $2.6B |
| WALMART INCWMT | 37 funds | $2.0B |
| CATERPILLAR INCCAT | 37 funds | $770.8M |
| CISCO SYSTEMS INCCSCO | 37 funds | $718.8M |
| ALPHABET INC-CL CGOOG | 36 funds | $3.3B |
Ranked by how many of BSVO's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BOXXmc | 271 funds | $1.6B |
| FRDMmc | 241 funds | $1.7B |
| STRVmc | 110 funds | $324.1M |
| BSVOthis pageFUND | 106 funds | $1.9B |
| DRLLmc | 80 funds | $32.9M |
| QMOMmc | 61 funds | $182.4M |
| BBLUmc | 59 funds | $129.2M |
| QVALmc | 55 funds | $265.4M |
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.