BIV Institutional Ownership
Who owns BIV and what the big funds did with it last quarter, from every SEC 13F filing. 1,024 funds reported holding BIV at Jun 30, 2026.
- ▲556 buying vs 372 selling
- ▲Shares held by funds +3.5%
- ●Funds holding +6
- ▲Superinvestors: 2 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 1,024 | 1,018 | +0.6% |
| In funds' top 10 | 110 | 119 | −7.6% |
| 13F shares | 249M | 241M | +3.5% |
| Held by funds | – | – | – |
| New positions | 66 | 90 | −26.7% |
| Increased | 490 | 521 | −6.0% |
| Reduced | 309 | 242 | +27.7% |
| Sold out | 63 | 57 | +10.5% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in BIV
All superinvestors →
Who owns BIV
share of fund held shares- Index and passive funds0.4%
- Active managers and hedge funds65.7%
- Banks and brokers32.7%
- Pensions, insurers and other1.2%
The top 10 holders own 48.2% of all BIV shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
818 funds changed their position- Cambridge Investment Research Advisors, Inc.Trimmed−1.1M sh
- Allied Investment Advisors, LLCAdded+741K sh
- Private Advisor Group, LLCAdded+732K sh
- Baird Financial Group, Inc.Added+696K sh
- 49 Wealth Management, LLCAdded+683K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/mn | – | 26.5M | $2B | −1.3M |
| 2 | Envestnet Asset Management Inc | – | 24.2M | $1.9B | +681K |
| 3 | Northwestern Mutual Wealth Management Co | – | 12.8M | $983M | +752K |
| 4 | EP Wealth Advisors, LLC | – | 12.2M | $934M | +1.9M |
| 5 | Goldman Sachs Group Inc | – | 11.2M | $863M | +891K |
| 6 | Morgan Stanley | – | 8.7M | $665M | +349K |
| 7 | Bank of America Corp /de/ | – | 7.2M | $554M | +41K |
| 8 | Baird Financial Group, Inc. | – | 6.2M | $474M | +580K |
| 9 | True Link Financial Advisors, LLC | – | 5.7M | $438M | +348K |
| 10 | LPL Financial LLC | – | 5.4M | $411M | +77K |
- EP Wealth Advisors, LLC+1.9M sh+$149M
- Assetmark, Inc+1.3M sh+$102M
- Cambridge Investment Research Advisors, Inc.+1.2M sh+$89M
- Goldman Sachs Group Inc+891K sh+$68.4M
- Northwestern Mutual Wealth Management Co+752K sh+$57.7M
- Envestnet Asset Management Inc+681K sh+$52.2M
- Baird Financial Group, Inc.+580K sh+$44.5M
- Daymark Wealth Partners, LLC+576K sh+$44.2M
- Mather Group, Llc.−2.1M sh−$159M
- Wells Fargo & Company/mn−1.3M sh−$98.9M
- Private Advisor Group, LLC−665K sh−$51M
- 49 Wealth Management, LLC−560K sh−$43M
- Ameriprise Financial Inc−290K sh−$22.2M
- Jpmorgan Chase & Co−286K sh−$22M
- Corient Private Wealth LP−133K sh−$10.2M
- Bank Hapoalim BM−132K sh−$10.1M
BIV institutional ownership FAQ
Who owns the most BIV stock?
In Q2 2026 13F filings the largest holder of BIV was Wells Fargo & Company/mn, followed by Envestnet Asset Management Inc and Northwestern Mutual Wealth Management Co. Index fund managers are usually the biggest holders of large companies.
What percentage of BIV is owned by institutions?
1,024 funds reported holding 249M BIV shares at Jun 30, 2026.
Are hedge funds buying BIV?
In Q2 2026, 556 funds bought BIV (66 of them new positions) and 372 sold (63 sold out completely). Among well known investors, 2 added and 0 cut. Our fund sentiment for BIV is bullish.
What is BIV's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this BIV ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.