BSV Institutional Ownership
Who owns BSV and what the big funds did with it last quarter, from every SEC 13F filing. 1,358 funds reported holding BSV at Jun 30, 2026.
- ▲727 buying vs 483 selling
- ▲Shares held by funds +2.0%
- ●Funds holding +10
- ●Superinvestors: 1 added, 1 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 | 1,358 | 1,348 | +0.7% |
| In funds' top 10 | 140 | 145 | −3.4% |
| 13F shares | 453M | 444M | +2.0% |
| Held by funds | – | – | – |
| New positions | 91 | 96 | −5.2% |
| Increased | 636 | 609 | +4.4% |
| Reduced | 406 | 423 | −4.0% |
| Sold out | 77 | 78 | −1.3% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in BSV
All superinvestors →
Who owns BSV
share of fund held shares- Index and passive funds3.0%
- Active managers and hedge funds72.1%
- Banks and brokers24.4%
- Pensions, insurers and other0.5%
The top 10 holders own 55.1% of all BSV shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
1,083 funds changed their position- Jpmorgan Chase & CoTrimmed−15M sh
- Morgan StanleyTrimmed−4.6M sh
- Creative PlanningAdded+4.4M sh
- Allworth Financial LPAdded+3.4M sh
- Purpose Unlimited Inc.Trimmed−2.3M sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /adv | – | 50.7M | $3.9B | +5.2M |
| 2 | Creative Planning | – | 43.8M | $3.4B | +6.5M |
| 3 | Envestnet Asset Management Inc | – | 32.3M | $2.5B | +801K |
| 4 | Empower Advisory Group, LLC | – | 24.3M | $1.9B | +1.8M |
| 5 | Morgan Stanley | – | 23.6M | $1.8B | −757K |
| 6 | Goldman Sachs Group Inc | – | 20.5M | $1.6B | +743K |
| 7 | Jpmorgan Chase & Co | – | 16.9M | $1.3B | −16.4M |
| 8 | Allworth Financial LP | – | 15.3M | $1.2B | −2.2M |
| 9 | Bank of America Corp /de/ | – | 12.3M | $956M | −375K |
| 10 | Northern Trust Corp | – | 9.9M | $774M | −1.6M |
- Creative Planning+6.5M sh+$503M
- Mercer Global Advisors Inc /adv+5.2M sh+$407M
- Empower Advisory Group, LLC+1.8M sh+$137M
- Cambridge Investment Research Advisors, Inc.+1.5M sh+$117M
- Fund Evaluation Group, LLC+1.2M sh+$91.9M
- Assetmark, Inc+1M sh+$81M
- Envestnet Asset Management Inc+801K sh+$62.4M
- Captrust Financial Advisors+780K sh+$60.8M
- Jpmorgan Chase & Co−16.4M sh−$1.3B
- Allworth Financial LP−2.2M sh−$171M
- Northern Trust Corp−1.6M sh−$128M
- Morgan Stanley−757K sh−$59M
- Wealthquest Corp−420K sh−$32.7M
- Fifth Third Bancorp−386K sh−$30.1M
- Bank of America Corp /de/−375K sh−$29.2M
- Integrated Wealth Concepts LLC−94K sh−$28.7M
BSV institutional ownership FAQ
Who owns the most BSV stock?
In Q2 2026 13F filings the largest holder of BSV was Mercer Global Advisors Inc /adv, followed by Creative Planning and Envestnet Asset Management Inc. Index fund managers are usually the biggest holders of large companies.
What percentage of BSV is owned by institutions?
1,358 funds reported holding 453M BSV shares at Jun 30, 2026.
Are hedge funds buying BSV?
In Q2 2026, 727 funds bought BSV (91 of them new positions) and 483 sold (77 sold out completely). Among well known investors, 1 added and 1 cut. Our fund sentiment for BSV is bullish.
What is BSV's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this BSV 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.