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Institutions Holding BSV (1330 holders)

1330 institutions currently hold BSV, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
MERCER GLOBAL ADVISORS INC /ADV$3.6B5.27%
Creative Planning$2.9B1.99%
JPMORGAN CHASE & CO$2.6B0.17%
ENVESTNET ASSET MANAGEMENT INC$2.5B0.66%
MORGAN STANLEY$1.9B0.12%
Empower Advisory Group, LLC$1.8B4.59%
GOLDMAN SACHS GROUP INC$1.5B0.18%
Allworth Financial LP$1.4B5.57%
BANK OF AMERICA CORP /DE/$991.4M0.07%
NORTHERN TRUST CORP$907.5M0.12%
Truepoint, Inc.$566.0M12.62%
LPL Financial LLC$558.4M0.15%
CAPTRUST FINANCIAL ADVISORS$504.6M0.88%
WELLS FARGO & COMPANY/MN$478.9M0.09%
LINCOLN NATIONAL CORP$306.1M8.86%
RAYMOND JAMES FINANCIAL INC$305.9M0.09%
UBS Group AG$304.2M0.05%
Corient Private Wealth LLC$282.4M0.40%
ROYAL BANK OF CANADA$271.4M0.05%
Cerity Partners LLC$266.7M0.38%
Sequoia Financial Advisors, LLC$264.9M1.48%
Bank of New York Mellon Corp$227.1M0.04%
COMMONWEALTH EQUITY SERVICES, LLC$223.3M0.31%
Cetera Investment Advisers$200.9M0.21%
True Link Financial Advisors, LLC$194.7M12.02%
Purpose Unlimited Inc.$178.9M7.39%
MetLife Investment Management, LLC$178.3M0.91%
Focus Partners Wealth$167.5M0.19%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$161.0M0.02%
WIT, LLC$157.4M2.97%
UNITED CAPITAL FINANCIAL ADVISORS, LLC$150.7M0.93%
TRUIST FINANCIAL CORP$147.2M0.20%
JONES FINANCIAL COMPANIES LLLP$143.2M0.07%
OSAIC HOLDINGS, INC.$142.9M0.21%
Apella Capital, LLC$130.1M1.93%
Valmark Advisers, Inc.$126.3M1.50%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$125.9M0.08%
FIFTH THIRD BANCORP$124.7M0.23%
National Philanthropic Trust$120.7M1.29%
Cambridge Investment Research Advisors, Inc.$111.3M0.29%
RW Investment Management LLC$104.9M10.15%
&PARTNERS$101.8M0.50%
Smithfield Trust Co$98.5M4.29%
DAVENPORT & Co LLC$97.8M0.53%
AMERIPRISE FINANCIAL INC$97.8M0.02%
Beacon Pointe Advisors, LLC$96.2M0.51%
RS CRUM INC.$93.5M18.08%
Freestone Capital Holdings, LLC$92.4M2.80%
World Investment Advisors$91.4M1.47%
D.A. DAVIDSON & CO.$83.1M0.50%
EXCHANGE TRADED CONCEPTS, LLC$82.4M0.58%
Janney Montgomery Scott LLC$82.2M0.20%
PEAPACK GLADSTONE FINANCIAL CORP$80.8M1.03%
Martel Wealth Advisors LLC$73.6M12.52%
Envestnet Portfolio Solutions, Inc.$69.3M0.38%
FIRST MERCHANTS CORP$69.3M2.63%
Integris Wealth Management, LLC$66.9M15.37%
HighTower Advisors, LLC$66.3M0.07%
Windward Private Wealth Management Inc.$66.1M22.85%
STIFEL FINANCIAL CORP$65.9M0.06%
Gemmer Asset Management LLC$64.3M5.08%
MML INVESTORS SERVICES, LLC$64.3M0.18%
Petersen Hastings Wealth Advisors Inc.$62.7M5.75%
VANGUARD ADVISERS INC$61.8M0.24%
Capital Analysts, LLC$59.6M1.57%
Savant Capital, LLC$58.9M0.28%
Focus Partners Advisor Solutions, LLC$58.4M0.59%
Prime Capital Investment Advisors, LLC$56.9M0.66%
Charter Oak Capital Management, LLC$55.3M4.29%
TD Capital Management LLC$54.5M4.90%
Composition Wealth, LLC$53.7M0.74%
Trajan Wealth LLC$53.7M2.26%
Efficient Advisors, LLC$50.1M3.56%
Vestmark Advisory Solutions, Inc.$49.7M0.55%
Arbor Investment Advisors, LLC$49.3M6.42%
Betterment LLC$49.3M0.09%
Symmetry Partners, LLC$48.6M2.78%
International City Management Association Retirement Corp$47.0M24.08%
Farther Finance Advisors, LLC$46.0M0.43%
EverSource Wealth Advisors, LLC$44.3M1.35%
PRESILIUM PRIVATE WEALTH, LLC$43.1M7.60%
Annandale Capital, LLC$42.9M6.06%
TOBIAS FINANCIAL ADVISORS, INC.$42.6M5.93%
Baird Financial Group, Inc.$40.6M0.06%
Clark Asset Management, LLC$40.6M3.81%
Old Peak Finance LLC$39.6M23.14%
Partners in Financial Planning$37.4M6.21%
Orion Porfolio Solutions, LLC$37.3M0.32%
Mariner, LLC$36.2M0.04%
Human Investing LLC$35.2M5.13%
Savvy Advisors, Inc.$34.6M0.92%
Wealthquest Corp$34.4M2.60%
Voya Financial Advisors, Inc.$34.1M3.40%
PDS Planning, Inc$33.9M2.23%
Berkshire Money Management, Inc.$33.1M3.39%
CreativeOne Wealth, LLC$33.0M0.77%
Cullen/Frost Bankers, Inc.$32.3M0.37%
BARR E S & CO$32.0M1.86%
PARK AVENUE SECURITIES LLC$31.1M0.24%
BlackRock, Inc.$30.3M0.00%
Ancora Advisors LLC$29.9M0.64%
Sage Financial Management Group, Inc.$29.6M9.10%
Associated Banc-Corp$29.6M0.78%
Avior Wealth Management, LLC$29.6M0.84%
PRINCIPAL FINANCIAL GROUP INC$29.3M0.02%
NISA INVESTMENT ADVISORS, LLC$29.3M0.11%
Compass Planning Associates Inc$28.7M18.34%
Beacon Capital Management, Inc.$27.7M1.56%
ELEVATION POINT WEALTH PARTNERS, LLC$26.9M0.62%
BLAIR WILLIAM & CO/IL$26.9M0.08%
Atria Investments, Inc$26.4M0.30%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$26.3M0.05%
AQR CAPITAL MANAGEMENT LLC$26.2M0.01%
First Heartland Consultants, Inc.$25.9M1.98%
ASSETMARK, INC$24.4M0.05%
Graves Light Lenhart Wealth, Inc.$24.0M2.50%
LIGHTHOUSE FINANCIAL SERVICES INC /ADV$23.5M5.30%
Blue Trust, Inc.$23.3M0.27%
Discipline Wealth Solutions, LLC$23.2M2.44%
KWMG, LLC$22.8M1.91%
Private Advisor Group, LLC$22.5M0.11%
BARTLETT & CO. WEALTH MANAGEMENT LLC$22.5M0.29%
BetterWealth, LLC$22.4M4.39%
Steward Partners Investment Advisory, LLC$22.4M0.11%
Greystone Financial Group, LLC$22.0M6.22%
XML Financial, LLC$21.3M1.72%
Trellis Wealth Advisors LLC$21.0M8.00%
Kelman-Lazarov, Inc.$20.9M3.00%
Lutz Financial Services LLC$20.7M1.39%
NewEdge Wealth, LLC$20.7M0.25%
Apollon Wealth Management, LLC$20.5M0.33%
Parkside Financial Bank & Trust$20.2M1.55%
CITIGROUP INC$20.0M0.01%
McAdam, LLC$19.9M0.90%
Evolution Advisers, Inc.$19.8M8.36%
Wealth Dimensions Group, Ltd.$19.7M3.87%
Kestra Advisory Services, LLC$19.3M0.07%
Wiser Wealth Management, Inc$19.1M4.12%
MilWealth Group LLC$19.1M4.54%
Stephenson & Company, Inc.$19.0M10.30%
Waterford Advisors, LLC$18.9M6.00%
Fort Henry Capital, LLC$18.9M11.44%
Brewster Financial Planning LLC$18.8M11.39%
Factor Wealth Management LTD$18.8M3.54%
NWAM LLC$18.8M1.08%
Modera Wealth Management, LLC$18.7M0.22%
Alaska Wealth Advisors, LLC$18.6M2.23%
eCIO, Inc.$17.8M7.83%
Level Financial Advisors$17.8M4.54%
Silver Oak Advisory Group, Inc.$17.5M7.56%
Institutions Holding BSV (1330 holders) | AlphaSMO