% of shares outstanding is not shown for BLV: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for BLV in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 9.1M | 9.5M | 10.1M | 10.7M | 10.9M | 13.6M | $939M |
| LPL Financial LLC | 3.1M | 2.7M | 3.7M | 3.0M | 3.2M | 3.1M | $210M |
| LINCOLN NATIONAL CORP | 2.3M | 2.4M | 2.4M | 2.5M | 2.6M | 2.6M | $181M |
| Karpus Management, Inc. | 136K | 112K | 931K | 1.6M | 2.0M | 2.0M | $136M |
| EXCHANGE TRADED CONCEPTS, LLC | 113K | — | 743K | 1.0M | 1.7M | 1.7M | $120M |
| Bank of New York Mellon Corp | 1.4M | 1.3M | 1.3M | 1.4M | 1.4M | 1.5M | $106M |
| WELLS FARGO & COMPANY/MN | 2.3M | 2.1M | 2.0M | 1.9M | 1.9M | 1.5M | $105M |
| BANK OF AMERICA CORP /DE/ | 1.1M | 907K | 736K | 644K | 657K | 1.2M | $85M |
| ROYAL BANK OF CANADA | 1.0M | 1.0M | 2.1M | 1.1M | 1.1M | 1.1M | $77M |
| GOLDMAN SACHS GROUP INC | 1.1M | 1.1M | 1.1M | 1.1M | 1.1M | 1.0M | $70M |
| Cetera Investment Advisers | 504K | 615K | 839K | 1.0M | 1.0M | 1.0M | $69M |
| MORGAN STANLEY | 1.0M | 974K | 877K | 760K | 654K | 799K | $55M |
| OSAIC HOLDINGS, INC. | 482K | 550K | 609K | 648K | 718K | 708K | $49M |
| Beacon Capital Management, Inc. | 22K | 5.4M | 610K | 1.1M | 896K | 688K | $47M |
| Cambridge Investment Research Advisors, Inc. | 606K | 618K | 616K | 629K | 666K | 665K | $46M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +2,711,886 | $187M | ADD |
| BANK OF AMERICA CORP /DE/ | +577,868 | $40M | ADD |
| VANGUARD ADVISERS INC | +488,743 | $34M | OPEN |
| Ocean Park Asset Management, LLC | +475,100 | $33M | OPEN |
| UBS Group AG | +337,268 | $23M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | −1,921,013 | $132M | TRIM |
| COUNTRY TRUST BANK | −698,318 | $48M | TRIM |
| VANGUARD GROUP INC | −502,234 | $35M | CLOSE |
| WELLS FARGO & COMPANY/MN | −359,990 | $25M | TRIM |
| US BANCORP \DE\ | −290,724 | $20M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 407 | 52,476,007 | — | $3.6B |
| 2025-Q4 | 409 | 50,327,748 | — | $3.5B |
| 2025-Q3 | 379 | 48,591,534 | — | $3.4B |
| 2025-Q2 | 362 | 48,476,558 | — | $3.4B |
| 2025-Q1 | 370 | 48,019,173 | — | $3.4B |
| 2024-Q4 | 376 | 42,017,463 | — | $2.9B |
| 2024-Q3 | 363 | 44,138,234 | — | $3.3B |
| 2024-Q2 | 367 | 42,438,844 | — | $3.0B |
| 2024-Q1 | 360 | 46,725,890 | — | $3.4B |
| 2023-Q4 | 365 | 54,186,060 | — | $4.0B |
| 2023-Q3 | 300 | 50,374,028 | — | $3.4B |
| 2023-Q2 | 308 | 51,769,649 | — | $3.9B |
| 2023-Q1 | 280 | 44,091,863 | — | $3.3B |
| 2022-Q4 | 270 | 35,966,326 | — | $2.6B |
| 2022-Q3 | 250 | 34,640,743 | — | $2.5B |
| 2022-Q2 | 257 | 34,107,314 | — | $2.7B |
| 2022-Q1 | 262 | 34,505,885 | — | $3.2B |
| 2021-Q4 | 272 | 39,493,308 | — | $4.1B |
| 2021-Q3 | 256 | 37,996,945 | — | $3.9B |
| 2021-Q2 | 252 | 34,503,507 | — | $3.5B |
| 2021-Q1 | 243 | 33,314,739 | — | $3.3B |
| 2020-Q4 | 266 | 33,645,987 | — | $3.7B |
| 2020-Q3 | 227 | 27,964,973 | — | $3.1B |
| 2020-Q2 | 217 | 28,143,171 | — | $3.1B |
| 2020-Q1 | 214 | 25,360,016 | — | $2.7B |
| 2019-Q4 | 210 | 29,449,001 | — | $2.9B |
| 2019-Q3 | 171 | 22,595,651 | — | $2.3B |
| 2019-Q2 | 170 | 20,933,249 | — | $2.0B |
| 2019-Q1 | 171 | 17,913,357 | — | $1.6B |
| 2018-Q4 | 154 | 22,622,153 | — | $2.0B |
| 2018-Q3 | 148 | 14,499,442 | — | $1.3B |
| 2018-Q2 | 143 | 14,426,522 | — | $1.3B |
| 2018-Q1 | 154 | 14,151,202 | — | $1.2B |
| 2017-Q4 | 146 | 14,797,220 | — | $1.4B |
| 2017-Q3 | 119 | 13,774,458 | — | $1.3B |
| 2017-Q2 | 121 | 13,137,175 | — | $1.2B |
| 2017-Q1 | 119 | 12,875,618 | — | $1.2B |
| 2016-Q4 | 111 | 11,004,822 | — | $981M |
| 2016-Q3 | 108 | 10,838,354 | — | $1.1B |
| 2016-Q2 | 103 | 15,349,176 | — | $1.5B |
| 2016-Q1 | 97 | 13,301,444 | — | $1.2B |
| 2015-Q4 | 92 | 12,720,271 | — | $1.1B |
| 2015-Q3 | 79 | 13,498,720 | — | $1.2B |
| 2015-Q2 | 77 | 8,780,659 | — | $742M |
| 2015-Q1 | 82 | 6,667,134 | — | $642M |
| 2014-Q4 | 71 | 5,906,383 | — | $557M |
| 2014-Q3 | 65 | 4,333,879 | — | $391M |
| 2014-Q2 | 63 | 3,512,007 | — | $316M |
| 2014-Q1 | 62 | 3,131,692 | — | $271M |
| 2013-Q4 | 63 | 2,843,415 | — | $232M |
| 2013-Q3 | 58 | 2,977,423 | — | $247M |
| 2013-Q2 | 52 | 4,426,911 | — | $377M |
| 2013-Q1 | 2 | 7,292 | — | $672,000 |
