% of shares outstanding is not shown for BMVP: 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 BMVP 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 |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 95K | 99K | 95K | 90K | 87K | 85K | $4M |
| Institute for Wealth Management, LLC. | 60K | 60K | 59K | 59K | 57K | 57K | $3M |
| MORGAN STANLEY | 51K | 52K | 44K | 46K | 46K | 45K | $2M |
| RAYMOND JAMES FINANCIAL INC | — | — | 1K | — | — | 17K | $836,734 |
| COMMONWEALTH EQUITY SERVICES, LLC | 12K | 12K | 12K | 14K | 14K | 15K | $758,630 |
| GOLDMAN SACHS GROUP INC | 8K | 8K | 8K | 12K | 11K | 12K | $599,441 |
| OSAIC HOLDINGS, INC. | 3K | 7K | 5K | 5K | 10K | 10K | $497,333 |
| BANK OF MONTREAL /CAN/ | 8K | 8K | 10K | 9K | 9K | 8K | $414,560 |
| TRUIST FINANCIAL CORP | — | — | — | 6K | 6K | 6K | $311,245 |
| Evanson Asset Management, LLC | 6K | 6K | 6K | 6K | 6K | 6K | $300,369 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 6K | 6K | 6K | 6K | 6K | 6K | $294,611 |
| WELLS FARGO & COMPANY/MN | 948 | 0 | 1 | 0 | — | 5K | $258,770 |
| UBS Group AG | 25K | 23K | 21K | 23K | 21K | 5K | $256,868 |
| Creative Planning | 5K | 5K | 5K | 5K | 5K | 5K | $225,484 |
| JONES FINANCIAL COMPANIES LLLP | 2K | 2K | 3K | 4K | 4K | 4K | $174,188 |
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 | |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +16,773 | $836,805 | OPEN |
| WELLS FARGO & COMPANY/MN | +5,187 | $258,779 | OPEN |
| COMMONWEALTH EQUITY SERVICES, LLC | +1,056 | $52,684 | ADD |
| GOLDMAN SACHS GROUP INC | +1,017 | $50,738 | ADD |
| Western Wealth Management, LLC | +259 | $12,922 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| UBS Group AG | −15,705 | $783,522 | TRIM |
| CITADEL ADVISORS LLC | −6,585 | $328,526 | CLOSE |
| J.W. COLE ADVISORS, INC. | −4,416 | $220,314 | CLOSE |
| ENVESTNET ASSET MANAGEMENT INC | −4,231 | $211,085 | CLOSE |
| LPL Financial LLC | −2,558 | $127,619 | 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 | 41 | 309,522 | — | $15M |
| 2025-Q4 | 42 | 325,988 | — | $16M |
| 2025-Q3 | 40 | 323,152 | — | $16M |
| 2025-Q2 | 43 | 489,421 | — | $24M |
| 2025-Q1 | 45 | 527,545 | — | $25M |
| 2024-Q4 | 44 | 344,229 | — | $16M |
| 2024-Q3 | 43 | 319,721 | — | $15M |
| 2024-Q2 | 44 | 347,097 | — | $15M |
| 2024-Q1 | 41 | 442,435 | — | $20M |
| 2023-Q4 | 38 | 384,129 | — | $16M |
| 2023-Q3 | 39 | 363,116 | — | $13M |
| 2023-Q2 | 39 | 137,349 | — | $15M |
| 2023-Q1 | 41 | 138,845 | — | $15M |
| 2022-Q4 | 40 | 174,990 | — | $18M |
| 2022-Q3 | 35 | 193,592 | — | $19M |
| 2022-Q2 | 31 | 189,839 | — | $18M |
| 2022-Q1 | 34 | 194,577 | — | $30M |
| 2021-Q4 | 35 | 207,772 | — | $26M |
| 2021-Q3 | 33 | 189,595 | — | $22M |
| 2021-Q2 | 36 | 191,099 | — | $23M |
| 2021-Q1 | 37 | 213,860 | — | $25M |
| 2020-Q4 | 34 | 200,324 | — | $21M |
| 2020-Q3 | 37 | 312,355 | — | $29M |
| 2020-Q2 | 33 | 318,892 | — | $28M |
| 2020-Q1 | 34 | 321,170 | — | $24M |
| 2019-Q4 | 38 | 291,029 | — | $29M |
| 2019-Q3 | 38 | 346,741 | — | $33M |
| 2019-Q2 | 40 | 332,355 | — | $33M |
| 2019-Q1 | 42 | 314,179 | — | $30M |
| 2018-Q4 | 37 | 314,807 | — | $28M |
| 2018-Q3 | 34 | 242,522 | — | $26M |
| 2018-Q2 | 30 | 259,279 | — | $26M |
| 2016-Q1 | 1 | 1,221 | — | $88,000 |
