BKDV(BKDV)

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BKDV(BKDV)

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BKDV(BKDV)

BKDV

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Institutional Ownership

Top 83 Institutional Holders

Holder	Shares	Date	Change	% Held
RAYMOND JAMES FINANCIAL INC	6.88M	Mar 31, 26	+3.90M	40.55%
Bank of New York Mellon Corp	4.41M	Mar 31, 26	-317.73K	25.97%
Principle Wealth Partners LLC	3.97M	Mar 31, 26	+161.42K	23.40%
BANK OF AMERICA CORP /DE/	3.43M	Mar 31, 26	+1.34M	20.24%
COMMONWEALTH EQUITY SERVICES, LLC	2.22M	Mar 31, 26	-52.82K	13.10%
STIFEL FINANCIAL CORP	1.58M	Mar 31, 26	+182.33K	9.30%
MJP ASSOCIATES INC /ADV	1.12M	Mar 31, 26	+281.85K	6.61%
Advisor OS, LLC	1.12M	Mar 31, 26	+280.59K	6.60%
LPL Financial LLC	999.50K	Mar 31, 26	+991.10K	5.89%
Mariner, LLC	960.26K	Mar 31, 26	+960.26K	5.66%
HighTower Advisors, LLC	857.24K	Mar 31, 26	+325.15K	5.05%
Steward Partners Investment Advisory, LLC	736.62K	Mar 31, 26	+25.13K	4.34%
Integrated Wealth Concepts LLC	587.57K	Mar 31, 26	+443.49K	3.46%
ENVESTNET ASSET MANAGEMENT INC	351.68K	Mar 31, 26	+203.00K	2.07%
Bleakley Financial Group, LLC	350.12K	Mar 31, 26	+188.46K	2.06%
CRUX WEALTH ADVISORS	342.57K	Mar 31, 26	+6.04K	2.02%
StoneCrest Wealth Management, Inc.	299.20K	Mar 31, 26	+1.53K	1.76%
ADVISOR GROUP HOLDINGS, INC.	291.16K	Mar 31, 26	+245.69K	1.72%
Ruggaard & Associates LLC	264.30K	Mar 31, 26	-868	1.56%
Merit Financial Group, LLC	244.14K	Mar 31, 26	+5.57K	1.44%
THRIVENT FINANCIAL FOR LUTHERANS	217.34K	Mar 31, 26	+217.34K	1.28%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	212.53K	Mar 31, 26	+204.78K	1.25%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	204.85K	Mar 31, 26	+79.47K	1.21%
MGO ONE SEVEN LLC	199.45K	Mar 31, 26	+199.45K	1.18%
Paradigm Financial Partners, LLC	188.85K	Mar 31, 26	-151.47K	1.11%
FAS Wealth Partners, Inc.	186.75K	Mar 31, 26	+85.12K	1.10%
JSF Financial, LLC	186.74K	Mar 31, 26	+125.59K	1.10%
TRUIST FINANCIAL CORP	183.05K	Mar 31, 26	+183.05K	1.08%
Cambridge Investment Research Advisors, Inc.	138.09K	Mar 31, 26	+123.87K	0.81%
Financial Partners Group, Inc	127.75K	Mar 31, 26	+35.41K	0.75%
Maia Wealth LLC	127.32K	Mar 31, 26	+3.80K	0.75%
WILEY BROS.-AINTREE CAPITAL, LLC	93.39K	Mar 31, 26	+7.45K	0.55%
Sanctuary Advisors, LLC	91.37K	Mar 31, 26	+10.10K	0.54%
Next Level Private LLC	82.31K	Mar 31, 26	+37.45K	0.49%
IFP Advisors, Inc	82.24K	Mar 31, 26	+7.03K	0.48%
American Alpha Advisors, LLC	81.05K	Mar 31, 26	+15.18K	0.48%
Kestra Advisory Services, LLC	81.02K	Mar 31, 26	+16.63K	0.48%
Sugar Maple Asset Management, LLC	76.94K	Mar 31, 26	+35.66K	0.45%
PARK AVENUE SECURITIES LLC	69.08K	Mar 31, 26	+14.88K	0.41%
GGM Financials LLC	65.29K	Mar 31, 26	+26.20K	0.38%
SMITH, MOORE & CO.	64.04K	Mar 31, 26	+13.21K	0.38%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	49.17K	Mar 31, 26	+49.17K	0.29%
OPPENHEIMER & CO INC	44.26K	Mar 31, 26	+16.17K	0.26%
GTS SECURITIES LLC	44.03K	Mar 31, 26	+11.81K	0.26%
INSIGNEO ADVISORY SERVICES, LLC	43.90K	Mar 31, 26	+5.70K	0.26%
JPMORGAN CHASE & CO	38.62K	Mar 31, 26	+13.37K	0.23%
LEVEL FOUR ADVISORY SERVICES, LLC	35.16K	Mar 31, 26	+26.69K	0.21%
Legacy Capital Wealth Partners, LLC	31.12K	Mar 31, 26	+19.35K	0.18%
KFA Private Wealth Group, LLC	28.64K	Mar 31, 26	+1.84K	0.17%
5T Wealth, LLC	28.02K	Mar 31, 26	+3.23K	0.17%
Baron Wealth Management LLC	27.59K	Mar 31, 26	+6.36K	0.16%
MML INVESTORS SERVICES, LLC	26.27K	Mar 31, 26	+6.36K	0.15%
Cerity Partners LLC	25.95K	Mar 31, 26	+25.95K	0.15%
Trademark Financial Management, LLC	16.94K	Mar 31, 26	+2.37K	0.10%
Blueprint Financial Advisors LLC	16.78K	Mar 31, 26	+878	0.10%
Blueprint Investment Partners LLC	16.78K	Mar 31, 26	+878	0.10%
NewEdge Advisors, LLC	16.77K	Mar 31, 26	+16.77K	0.10%
BXM Wealth LLC	15.84K	Mar 31, 26	+6.91K	0.09%
FIDUCIENT ADVISORS LLC	15.14K	Mar 31, 26	+15.14K	0.09%
Krilogy Financial LLC	13.62K	Mar 31, 26	--	0.08%
NCM Capital Management, LLC	12.20K	Mar 31, 26	+12.20K	0.07%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	9.47K	Mar 31, 26	-498	0.06%
Essex Savings Bank	8.93K	Mar 31, 26	-1.57K	0.05%
FIFTH THIRD BANCORP	8.65K	Mar 31, 26	+8.65K	0.05%
KESTRA PRIVATE WEALTH SERVICES, LLC	8.61K	Mar 31, 26	+8.61K	0.05%
AQR CAPITAL MANAGEMENT LLC	6.75K	Mar 31, 26	+6.75K	0.04%
Advisory Services Network, LLC	4.55K	Mar 31, 26	+4.55K	0.03%
Clarity Asset Management, Inc.	4.33K	Mar 31, 26	+4.33K	0.03%
WHITTIER TRUST CO OF NEVADA INC	1.98K	Mar 31, 26	+137	0.01%
Western Wealth Management, LLC	1.75K	Mar 31, 26	+1.75K	0.01%
Atlantic Union Bankshares Corp	1.25K	Mar 31, 26	-500	0.01%
Clearstead Advisors, LLC	995	Mar 31, 26	--	0.01%
JONES FINANCIAL COMPANIES LLLP	421	Mar 31, 26	+421	0.00%
GHP Investment Advisors, Inc.	400	Mar 31, 26	+400	0.00%
PROSPERITY BANCSHARES INC	391	Mar 31, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	349	Mar 31, 26	--	0.00%
WELLS FARGO & COMPANY/MN	176	Mar 31, 26	+176	0.00%
UBS Group AG	85	Mar 31, 26	+85	0.00%
CITADEL ADVISORS LLC	--	Mar 31, 26	-30.55K	--
MORGAN STANLEY	--	Mar 31, 26	-64	--
COMERICA BANK	8.65K	Dec 31, 25	-2.90K	0.05%
AVANTAX ADVISORY SERVICES, INC.	58.33K	Jun 30, 25	+58.33K	0.34%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-9.21K	--

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Holder

Date

Change

% Held

RAYMOND JAMES FINANCIAL INC

6.88M

Mar 31, 26

+3.90M

40.55%

Bank of New York Mellon Corp

4.41M

Mar 31, 26

-317.73K

25.97%

Principle Wealth Partners LLC

3.97M

Mar 31, 26

+161.42K

23.40%

BANK OF AMERICA CORP /DE/

3.43M

Mar 31, 26

+1.34M

20.24%

COMMONWEALTH EQUITY SERVICES, LLC

2.22M

Mar 31, 26

-52.82K

13.10%

STIFEL FINANCIAL CORP

1.58M

Mar 31, 26

+182.33K

9.30%

MJP ASSOCIATES INC /ADV

1.12M

Mar 31, 26

+281.85K

6.61%

Advisor OS, LLC

1.12M

Mar 31, 26

+280.59K

6.60%

LPL Financial LLC

999.50K

Mar 31, 26

+991.10K

5.89%

Mariner, LLC

960.26K

Mar 31, 26

+960.26K

5.66%

HighTower Advisors, LLC

857.24K

Mar 31, 26

+325.15K

5.05%

Steward Partners Investment Advisory, LLC

736.62K

Mar 31, 26

+25.13K

4.34%

Integrated Wealth Concepts LLC

587.57K

Mar 31, 26

+443.49K

3.46%

ENVESTNET ASSET MANAGEMENT INC

351.68K

Mar 31, 26

+203.00K

2.07%

Bleakley Financial Group, LLC

350.12K

Mar 31, 26

+188.46K

2.06%

CRUX WEALTH ADVISORS

342.57K

Mar 31, 26

+6.04K

2.02%

StoneCrest Wealth Management, Inc.

299.20K

Mar 31, 26

+1.53K

1.76%

ADVISOR GROUP HOLDINGS, INC.

291.16K

Mar 31, 26

+245.69K

1.72%

Ruggaard & Associates LLC

264.30K

Mar 31, 26

-868

1.56%

Merit Financial Group, LLC

244.14K

Mar 31, 26

+5.57K

1.44%

THRIVENT FINANCIAL FOR LUTHERANS

217.34K

Mar 31, 26

+217.34K

1.28%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

212.53K

Mar 31, 26

+204.78K

1.25%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

204.85K

Mar 31, 26

+79.47K

1.21%

MGO ONE SEVEN LLC

199.45K

Mar 31, 26

+199.45K

1.18%

Paradigm Financial Partners, LLC

188.85K

Mar 31, 26

-151.47K

1.11%

FAS Wealth Partners, Inc.

186.75K

Mar 31, 26

+85.12K

1.10%

JSF Financial, LLC

186.74K

Mar 31, 26

+125.59K

1.10%

TRUIST FINANCIAL CORP

183.05K

Mar 31, 26

+183.05K

1.08%

Cambridge Investment Research Advisors, Inc.

138.09K

Mar 31, 26

+123.87K

0.81%

Financial Partners Group, Inc

127.75K

Mar 31, 26

+35.41K

0.75%

Maia Wealth LLC

127.32K

Mar 31, 26

+3.80K

0.75%

WILEY BROS.-AINTREE CAPITAL, LLC

93.39K

Mar 31, 26

+7.45K

0.55%

Sanctuary Advisors, LLC

91.37K

Mar 31, 26

+10.10K

0.54%

Next Level Private LLC

82.31K

Mar 31, 26

+37.45K

0.49%

IFP Advisors, Inc

82.24K

Mar 31, 26

+7.03K

0.48%

American Alpha Advisors, LLC

81.05K

Mar 31, 26

+15.18K

0.48%

Kestra Advisory Services, LLC

81.02K

Mar 31, 26

+16.63K

0.48%

Sugar Maple Asset Management, LLC

76.94K

Mar 31, 26

+35.66K

0.45%

PARK AVENUE SECURITIES LLC

69.08K

Mar 31, 26

+14.88K

0.41%

GGM Financials LLC

65.29K

Mar 31, 26

+26.20K

0.38%

SMITH, MOORE & CO.

64.04K

Mar 31, 26

+13.21K

0.38%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

49.17K

Mar 31, 26

+49.17K

0.29%

OPPENHEIMER & CO INC

44.26K

Mar 31, 26

+16.17K

0.26%

GTS SECURITIES LLC

44.03K

Mar 31, 26

+11.81K

0.26%

INSIGNEO ADVISORY SERVICES, LLC

43.90K

Mar 31, 26

+5.70K

0.26%

JPMORGAN CHASE & CO

38.62K

Mar 31, 26

+13.37K

0.23%

LEVEL FOUR ADVISORY SERVICES, LLC

35.16K

Mar 31, 26

+26.69K

0.21%

Legacy Capital Wealth Partners, LLC

31.12K

Mar 31, 26

+19.35K

0.18%

KFA Private Wealth Group, LLC

28.64K

Mar 31, 26

+1.84K

0.17%

5T Wealth, LLC

28.02K

Mar 31, 26

+3.23K

0.17%

Baron Wealth Management LLC

27.59K

Mar 31, 26

+6.36K

0.16%

MML INVESTORS SERVICES, LLC

26.27K

Mar 31, 26

+6.36K

0.15%

Cerity Partners LLC

25.95K

Mar 31, 26

+25.95K

0.15%

Trademark Financial Management, LLC

16.94K

Mar 31, 26

+2.37K

0.10%

Blueprint Financial Advisors LLC

16.78K

Mar 31, 26

+878

0.10%

Blueprint Investment Partners LLC

16.78K

Mar 31, 26

+878

0.10%

NewEdge Advisors, LLC

16.77K

Mar 31, 26

+16.77K

0.10%

BXM Wealth LLC

15.84K

Mar 31, 26

+6.91K

0.09%

FIDUCIENT ADVISORS LLC

15.14K

Mar 31, 26

+15.14K

0.09%

Krilogy Financial LLC

13.62K

Mar 31, 26

0.08%

NCM Capital Management, LLC

12.20K

Mar 31, 26

+12.20K

0.07%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

9.47K

Mar 31, 26

-498

0.06%

Essex Savings Bank

8.93K

Mar 31, 26

-1.57K

0.05%

FIFTH THIRD BANCORP

8.65K

Mar 31, 26

+8.65K

0.05%

KESTRA PRIVATE WEALTH SERVICES, LLC

8.61K

Mar 31, 26

+8.61K

0.05%

AQR CAPITAL MANAGEMENT LLC

6.75K

Mar 31, 26

+6.75K

0.04%

Advisory Services Network, LLC

4.55K

Mar 31, 26

+4.55K

0.03%

Clarity Asset Management, Inc.

4.33K

Mar 31, 26

+4.33K

0.03%

WHITTIER TRUST CO OF NEVADA INC

1.98K

Mar 31, 26

+137

0.01%

Western Wealth Management, LLC

1.75K

Mar 31, 26

+1.75K

0.01%

Atlantic Union Bankshares Corp

1.25K

Mar 31, 26

-500

0.01%

Clearstead Advisors, LLC

995

Mar 31, 26

0.01%

JONES FINANCIAL COMPANIES LLLP

421

Mar 31, 26

+421

0.00%

GHP Investment Advisors, Inc.

400

Mar 31, 26

+400

0.00%

PROSPERITY BANCSHARES INC

391

Mar 31, 26

0.00%

HARBOUR INVESTMENTS, INC.

349

Mar 31, 26

0.00%

WELLS FARGO & COMPANY/MN

176

Mar 31, 26

+176

0.00%

UBS Group AG

Mar 31, 26

+85

0.00%

CITADEL ADVISORS LLC

Mar 31, 26

-30.55K

MORGAN STANLEY

Mar 31, 26

-64

COMERICA BANK

8.65K

Dec 31, 25

-2.90K

0.05%

AVANTAX ADVISORY SERVICES, INC.

58.33K

Jun 30, 25

+58.33K

0.34%

Atria Wealth Solutions, Inc.

Jun 30, 25

-9.21K