Who Owns BLV (BLV)? -- Institutional Holders (2026-06-30)

450 institutions reported holding $3.69B of BLV (BLV) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($955.8M), LPL Financial LLC ($208.9M), LINCOLN NATIONAL CORP ($189.6M), Karpus Management, Inc. ($147.0M), EXCHANGE TRADED CONCEPTS, LLC ($135.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$955.8M13.9MAdded
2LPL Financial LLC$208.9M3.0MTrimmed
3LINCOLN NATIONAL CORP$189.6M2.8MAdded
4Karpus Management, Inc.$147.0M2.1MAdded
5EXCHANGE TRADED CONCEPTS, LLC$135.3M2.0MAdded
6Bank of New York Mellon Corp$108.7M1.6MAdded
7WELLS FARGO & COMPANY/MN$98.6M1.4MTrimmed
8Royal Bank of Canada$78.7M1.1MAdded
9AMERIPRISE FINANCIAL INC$76.9M1.1MAdded
10GOLDMAN SACHS GROUP INC$72.7M1.1MAdded
11Cetera Investment Advisers$71.7M1.0MAdded
12BANK OF AMERICA CORP /DE/$70.0M1.0MTrimmed
13OSAIC HOLDINGS, INC.$50.5M732,721Added
14Cambridge Investment Research Advisors, Inc.$46.3M671,716Added
15MORGAN STANLEY$42.0M608,738Trimmed
16Metropolitan Life Insurance Co/NY$41.3M599,208Hold
17Beacon Capital Management, Inc.$39.9M579,071Trimmed
18Janney Montgomery Scott LLC$39.4M571,211Added
19VANGUARD GROUP INC$39.3M570,690Added
20UBS Group AG$33.8M489,773Added
21Envestnet Portfolio Solutions, Inc.$33.0M478,824Added
22Ocean Park Asset Management, LLC$32.7M475,100Hold
23TRUIST FINANCIAL CORP$29.5M427,581Added
24NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$28.7M416,117Trimmed
25Koss-Olinger Consulting, LLC$25.9M375,234Trimmed

Source: SEC Form 13F filings · as of 2026-06-30