Among active 13F managers last quarter, 7 opened and 27 added, while 21 reduced; the largest holder to move was Nantahala Capital Management, LLC (−2.0%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
142 tracked 13F filers disclose a position in BVS as of the latest SEC 13F filings, a combined $337.2M 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 | Juniper Investment Company, LLC | 6.9M | $65.5M | —Held | Q2 2026 | |
| 2 | Nantahala Capital Management, LLC | 6.0M | $56.6M | ▼−2.0% Reduced · −122K sh | Q2 2026 | |
| 3 | BlackRock, Inc. | 3.4M | $32.4M | ▲+9.6% Added · +302K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 1.8M | $16.5M | ▲+2.1% Added · +37K sh | Q2 2026 | |
| 5 | Geode Capital Management, LLC | 1.4M | $12.9M | ▲+17% Added · +197K sh | Q2 2026 | |
| 6 | State Street Corp | 1.1M | $10.4M | ▲+12% Added · +117K sh | Q2 2026 | |
| 7 | Vanguard Portfolio Management LLC | 1.0M | $9.8M | ▲+7.2% Added · +70K sh | Q2 2026 | |
| 8 | Engine Capital Management, LP | 901K | $8.5M | ▲+186% Added · +586K sh | Q2 2026 | |
| 9 | Dimensional Fund Advisors LP | 873K | $8.0M | ▲+14% Added · +108K sh | Q1 2026 | |
| 10 | Oberweis Asset Management Inc | 710K | $6.7M | ▲+13% Added · +82K sh | Q2 2026 | |
| 11 | Hillsdale Investment Management Inc. | 671K | $6.1M | ▲+149% Added · +401K sh | Q1 2026 | |
| 12 | American Century Companies Inc | 620K | $5.7M | ▼−27% Reduced · −228K sh | Q1 2026 | |
| 13 | Renaissance Technologies LLC | 489K | $4.5M | ▼−20% Reduced · −126K sh | Q1 2026 | |
| 14 | Kennedy Capital Management LLC | 475K | $4.3M | ▲+2.7% Added · +12K sh | Q1 2026 | |
| 15 | Goldman Sachs Group Inc | 473K | $4.3M | ▲+28% Added · +104K sh | Q1 2026 | |
| 16 | FMR LLC | 453K | $4.3M | ▲+14% Added · +57K sh | Q2 2026 | |
| 17 | Charles Schwab Investment Management Inc | 374K | $3.4M | ▼−0.3% Reduced · −1K sh | Q1 2026 | |
| 18 | Tocqueville Asset Management L.P. | 370K | $3.5M | ▲+7.2% Added · +25K sh | Q2 2026 | |
| 19 | Northern Trust Corp | 363K | $3.3M | ▲+3.4% Added · +12K sh | Q1 2026 | |
| 20 | AQR Capital Management LLC | 340K | $3.1M | ▼−24% Reduced · −107K sh | Q1 2026 | |
| 21 | Vanguard Fiduciary Trust Co | 328K | $3.1M | ▲+2.1% Added · +7K sh | Q2 2026 | |
| 22 | D. E. Shaw & Co., Inc. | 311K | $2.8M | ▼−13% Reduced · −48K sh | Q1 2026 | |
| 23 | Lazard Asset Management LLC | 306K | $2.8M | ▲+13% Added · +35K sh | Q1 2026 | |
| 24 | Knights of Columbus Asset Advisors LLC | 290K | $2.7M | ▲+0.6% Added · +2K sh | Q2 2026 | |
| 25 | Sei Investments Co | 290K | $2.6M | ▲+161% Added · +179K 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, 7 funds opened a new position in BVS and 27 added to an existing one, while 21 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 |
|---|---|---|
| Apple IncAAPL | 71 funds | $172.3B |
| Microsoft CorpMSFT | 71 funds | $144.6B |
| Nvidia CorpNVDA | 70 funds | $238.5B |
| JPMorgan Chase & CoJPM | 70 funds | $36.0B |
| Alphabet Inc-CL AGOOGL | 69 funds | $103.3B |
| Eli Lilly & CoLLY | 69 funds | $50.3B |
| Visa Inc-Class A SharesV | 68 funds | $36.6B |
| Advanced Micro DevicesAMD | 68 funds | $36.4B |
| Meta Platforms Inc-Class AMETA | 67 funds | $63.9B |
| Micron Technology IncMU | 67 funds | $36.2B |
| Chevron CorpCVX | 67 funds | $16.0B |
| TJX Companies IncTJX | 67 funds | $13.3B |
Ranked by how many of BVS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BVS.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 11, 2026 | McMurry-Heath Michelle | Director | Sell (S) | 12K | $105K |
| Dec 4, 2025 | Nohra Guy P | Director | Sell (S) | 10K | $76K |
| Nov 7, 2025 | McMurry-Heath Michelle | Director | Sell (S) | 18K | $131K |
| Apr 11, 2025 | Church Katrina J | SVP & Chief Compliance Officer | Sell (S) | 1K | $10K |
| Apr 11, 2025 | D'Adamio Anthony | SVP & General Counsel | Sell (S) | 3K | $22K |
| Apr 11, 2025 | Singleton Mark Leonard | SVP & CFO | Sell (S) | 4K | $29K |
| Mar 24, 2025 | Singleton Mark Leonard | SVP & CFO | Sell (S) | 5K | $54K |
| Mar 17, 2025 | D'Adamio Anthony | SVP & General Counsel | Sell (S) | 3K | $25K |
| Mar 17, 2025 | Church Katrina J | SVP & Chief Compliance Officer | Sell (S) | 1K | $10K |
| Feb 18, 2025 | Church Katrina J | SVP & Chief Compliance Officer | Sell (S) | 2K | $16K |
| Feb 18, 2025 | D'Adamio Anthony | SVP & General Counsel | Sell (S) | 4K | $45K |
| Feb 18, 2025 | Singleton Mark Leonard | SVP & CFO | Sell (S) | 6K | $66K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 46 | 35 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for BVS
This stock 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/BVS/capital-change-brief"
Use Arkolith's capital_change_brief for BVS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BVS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.