BSVO(BSVO)
BSVO
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Colony Group, LLC | 36.84M | Jun 30, 26 | -413.81K | 45.19% |
| Buckingham Strategic Partners | 21.10M | Jun 30, 26 | +966.35K | 25.88% |
| Squire Investment Management Company, LLC | 1.72M | Jun 30, 26 | +9.32K | 2.11% |
| KEB ASSET MANAGEMENT, LLC | 1.60M | Jun 30, 26 | -14.21K | 1.97% |
| Kaufman Rossin Wealth, LLC | 1.41M | Jun 30, 26 | +131.85K | 1.73% |
| CLARIS ADVISORS, LLC / MO / | 1.21M | Jun 30, 26 | -9.46K | 1.49% |
| ENVESTNET ASSET MANAGEMENT INC | 1.15M | Jun 30, 26 | -1.66K | 1.41% |
| AQR CAPITAL MANAGEMENT LLC | 991.51K | Jun 30, 26 | +191.69K | 1.22% |
| Peirce Capital Management, LLC | 972.97K | Jun 30, 26 | -844.54K | 1.19% |
| Friday Financial | 810.38K | Jun 30, 26 | +39.43K | 0.99% |
| Brady Martz Wealth Solutions, LLC | 780.09K | Jun 30, 26 | +1.01K | 0.96% |
| Capstone Wealth Management, LLC | 711.69K | Jun 30, 26 | -6.72K | 0.87% |
| EverSource Wealth Advisors, LLC | 674.17K | Jun 30, 26 | +26.77K | 0.83% |
| Gibson Capital, LLC | 656.31K | Jun 30, 26 | +33.94K | 0.81% |
| HMV Wealth Advisors, LLC | 646.66K | Jun 30, 26 | +109.75K | 0.79% |
| Forum Financial Management, LP | 634.36K | Jun 30, 26 | -11.50K | 0.78% |
| HBE Wealth Management, LLC | 620.97K | Jun 30, 26 | +2.14K | 0.76% |
| Vistica Wealth Advisors, LLC | 603.28K | Jun 30, 26 | +26.05K | 0.74% |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | 512.76K | Jun 30, 26 | -9.55K | 0.63% |
| DOPKINS WEALTH MANAGEMENT, LLC | 397.07K | Jun 30, 26 | -826 | 0.49% |
| JDH Wealth Management, LLC | 350.05K | Jun 30, 26 | -25.23K | 0.43% |
| Lauterbach Financial Advisors, LLC | 328.48K | Jun 30, 26 | -5.93K | 0.40% |
| Delap Wealth Advisory, LLC | 273.18K | Jun 30, 26 | +4.92K | 0.34% |
| COGENT STRATEGIC WEALTH LLC | 254.63K | Jun 30, 26 | -5.92K | 0.31% |
| Evanson Financial, LLC | 254.55K | Jun 30, 26 | +254.55K | 0.31% |
| Allworth Financial LP | 223.57K | Jun 30, 26 | -29.05K | 0.27% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 218.89K | Jun 30, 26 | -1.59K | 0.27% |
| POINCIANA ADVISORS GROUP, LLC | 218.04K | Jun 30, 26 | -27.22K | 0.27% |
| Hill Investment Group Partners, LLC | 204.74K | Jun 30, 26 | -10.60K | 0.25% |
| Prism Planning Partners LLC | 203.14K | Jun 30, 26 | +3.44K | 0.25% |
| CogentBlue Wealth Advisors, LLC | 195.93K | Jun 30, 26 | +8.53K | 0.24% |
| JPMORGAN CHASE & CO | 195.86K | Jun 30, 26 | +60.56K | 0.24% |
| RB Capital Management, LLC | 194.17K | Jun 30, 26 | +13.22K | 0.24% |
| TWO SIGMA INVESTMENTS, LP | 185.90K | Jun 30, 26 | +7.60K | 0.23% |
| Farther Finance Advisors, LLC | 181.74K | Jun 30, 26 | -72 | 0.22% |
| Mariner, LLC | 174.05K | Jun 30, 26 | +6.54K | 0.21% |
| Parkwoods Wealth Partners, LLC | 171.37K | Jun 30, 26 | -14.63K | 0.21% |
| LPL Financial LLC | 151.03K | Jun 30, 26 | +39.34K | 0.19% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 147.23K | Jun 30, 26 | -3.52K | 0.18% |
| BAYSHORE ASSET MANAGEMENT, LLC | 143.66K | Jun 30, 26 | -2.58K | 0.18% |
| PARK AVENUE SECURITIES LLC | 136.50K | Jun 30, 26 | -408 | 0.17% |
| GOLDMAN SACHS GROUP INC | 125.10K | Jun 30, 26 | +125.10K | 0.15% |
| Berger Financial Group, Inc | 122.10K | Jun 30, 26 | -- | 0.15% |
| Quantinno Capital Management LP | 121.01K | Jun 30, 26 | +12.30K | 0.15% |
| Apollon Wealth Management, LLC | 116.46K | Jun 30, 26 | +116.46K | 0.14% |
| Oath Planning, LLC | 106.26K | Jun 30, 26 | -1.53K | 0.13% |
| IFG Advisors, LLC | 105.53K | Jun 30, 26 | -1.22K | 0.13% |
| RMB Capital Management, LLC | 82.39K | Jun 30, 26 | -- | 0.10% |
| Smartleaf Asset Management LLC | 81.28K | Jun 30, 26 | -- | 0.10% |
| CAPITAL PERFORMANCE ADVISORS LLP | 79.69K | Jun 30, 26 | -4.13K | 0.10% |
| IEQ CAPITAL, LLC | 79.36K | Jun 30, 26 | +6.83K | 0.10% |
| Apella Capital, LLC | 75.97K | Jun 30, 26 | -- | 0.09% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 75.36K | Jun 30, 26 | +40 | 0.09% |
| Integrity Wealth Solutions LLC | 71.54K | Jun 30, 26 | -- | 0.09% |
| Wedmont Private Capital | 60.47K | Jun 30, 26 | -- | 0.07% |
| Waterfront Wealth Inc. | 55.20K | Jun 30, 26 | -- | 0.07% |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 52.65K | Jun 30, 26 | -- | 0.06% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 52.63K | Jun 30, 26 | -- | 0.06% |
| UMB Bank, n.a. | 49.29K | Jun 30, 26 | -26.70K | 0.06% |
| Ballentine Partners, LLC | 49.27K | Jun 30, 26 | -- | 0.06% |
| Krilogy Financial LLC | 48.20K | Jun 30, 26 | +4.88K | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 45.71K | Jun 30, 26 | +39.94K | 0.06% |
| Belleair Asset Management, LLC | 43.64K | Jun 30, 26 | -881 | 0.05% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 42.52K | Jun 30, 26 | -307 | 0.05% |
| RF&L WEALTH MANAGEMENT, LLC | 41.78K | Jun 30, 26 | -1.73K | 0.05% |
| Daytona Street Capital LLC | 37.24K | Jun 30, 26 | -- | 0.05% |
| Savant Capital, LLC | 35.65K | Jun 30, 26 | -3.16K | 0.04% |
| E-Wealth Partners, LLC | 34.10K | Jun 30, 26 | -4.93K | 0.04% |
| Cresset Asset Management, LLC | 34.05K | Jun 30, 26 | -- | 0.04% |
| Symmetry Partners, LLC | 34.01K | Jun 30, 26 | -3.45K | 0.04% |
| Creative Planning | 32.12K | Jun 30, 26 | -- | 0.04% |
| Discipline Wealth Solutions, LLC | 30.53K | Jun 30, 26 | -1.05K | 0.04% |
| SAX WEALTH ADVISORS, LLC | 30.11K | Jun 30, 26 | +3.29K | 0.04% |
| CHOREO, LLC | 27.18K | Jun 30, 26 | -1.21K | 0.03% |
| FIDUCIARY TRUST CO | 26.77K | Jun 30, 26 | -- | 0.03% |
| Kestra Advisory Services, LLC | 23.73K | Jun 30, 26 | +23.73K | 0.03% |
| Cambridge Investment Research Advisors, Inc. | 23.31K | Jun 30, 26 | +23.31K | 0.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23.24K | Jun 30, 26 | +4.90K | 0.03% |
| Visionary Wealth Advisors | 23.12K | Jun 30, 26 | -- | 0.03% |
| Compass Ion Advisors, LLC | 22.02K | Jun 30, 26 | +22.02K | 0.03% |
| Beaird Harris Wealth Management, LLC | 21.73K | Jun 30, 26 | -- | 0.03% |
| Madrid Financial Services | 19.70K | Jun 30, 26 | -- | 0.02% |
| Vise Technologies, Inc. | 17.60K | Jun 30, 26 | +17.60K | 0.02% |
| NewEdge Advisors, LLC | 17.60K | Jun 30, 26 | -1.27K | 0.02% |
| Cassaday & Co Wealth Management LLC | 17.41K | Jun 30, 26 | -- | 0.02% |
| Clark Asset Management, LLC | 17.16K | Jun 30, 26 | -- | 0.02% |
| Pathstone Holdings, LLC | 16.90K | Jun 30, 26 | -- | 0.02% |
| Kilner Capital Advisors, LLC | 15.86K | Jun 30, 26 | -548 | 0.02% |
| DBK Financial Counsel, LLC | 15.18K | Jun 30, 26 | -- | 0.02% |
| MML INVESTORS SERVICES, LLC | 14.82K | Jun 30, 26 | +100 | 0.02% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 14.46K | Jun 30, 26 | -- | 0.02% |
| Cetera Investment Advisers | 14.43K | Jun 30, 26 | +14.43K | 0.02% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 14.21K | Jun 30, 26 | -2.54K | 0.02% |
| HighTower Advisors, LLC | 14.10K | Jun 30, 26 | +160 | 0.02% |
| Sanctuary Advisors, LLC | 14.07K | Jun 30, 26 | +14.07K | 0.02% |
| RAYMOND JAMES FINANCIAL INC | 13.89K | Jun 30, 26 | -- | 0.02% |
| Intentional Wealth Strategies, LLC | 12.90K | Jun 30, 26 | +450 | 0.02% |
| Plancorp, LLC | 12.54K | Jun 30, 26 | -- | 0.02% |
| COFG Advisors, LLC | 12.19K | Jun 30, 26 | -- | 0.01% |
| BWM Planning, LLC | 12.19K | Jun 30, 26 | -- | 0.01% |
| SRS Capital Advisors, Inc. | 11.74K | Jun 30, 26 | +11.74K | 0.01% |
| INDEPENDENT FINANCIAL GROUP, LLC | 11.64K | Jun 30, 26 | -36.89K | 0.01% |
| LJI Wealth Management, LLC | 11.50K | Jun 30, 26 | -8.80K | 0.01% |
| Crestwood Advisors Group LLC | 11.07K | Jun 30, 26 | -- | 0.01% |
| Diversify Advisory Services, LLC | 10.97K | Jun 30, 26 | +10.97K | 0.01% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 10.97K | Jun 30, 26 | +10.97K | 0.01% |
| Blueprint Investment Partners LLC | 10.09K | Jun 30, 26 | -- | 0.01% |
| Blueprint Financial Advisors LLC | 10.09K | Jun 30, 26 | -- | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 9.92K | Jun 30, 26 | -- | 0.01% |
| Physician Wealth Advisors, Inc. | 9.70K | Jun 30, 26 | +9.70K | 0.01% |
| Advisory Services Network, LLC | 9.49K | Jun 30, 26 | -- | 0.01% |
| Pensionmark Financial Group, LLC | 9.33K | Jun 30, 26 | -- | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 9.30K | Jun 30, 26 | -26 | 0.01% |
| BBR PARTNERS, LLC | 9.04K | Jun 30, 26 | -- | 0.01% |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 9.00K | Jun 30, 26 | -- | 0.01% |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 8.93K | Jun 30, 26 | -- | 0.01% |
| SAPIENT CAPITAL LLC | 8.82K | Jun 30, 26 | +8.82K | 0.01% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 8.80K | Jun 30, 26 | +8.80K | 0.01% |
| MORGAN STANLEY | 8.46K | Jun 30, 26 | -7.90K | 0.01% |
| RITHOLTZ WEALTH MANAGEMENT | 8.03K | Jun 30, 26 | -- | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7.88K | Jun 30, 26 | +3.26K | 0.01% |
| Johnson Wealth Management, LLC | 7.86K | Jun 30, 26 | +7.86K | 0.01% |
| Stratos Wealth Partners, LTD. | 7.76K | Jun 30, 26 | -890 | 0.01% |
| PDS Planning, Inc | 7.26K | Jun 30, 26 | +7.26K | 0.01% |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 7.20K | Jun 30, 26 | -- | 0.01% |
| Base Wealth Management LLC | 7.13K | Jun 30, 26 | +7.13K | 0.01% |
| Adviser Investments LLC | 6.97K | Jun 30, 26 | +6.97K | 0.01% |
| CENTRAL TRUST Co | 6.00K | Jun 30, 26 | -947 | 0.01% |
| Your Advocates Ltd., LLP | 4.16K | Jun 30, 26 | -- | 0.01% |
| FMR LLC | 3.54K | Jun 30, 26 | -- | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 3.02K | Jun 30, 26 | -- | 0.00% |
| Nova Wealth Management, Inc. | 2.45K | Jun 30, 26 | -497 | 0.00% |
| Sankala Group LLC | 1.24K | Jun 30, 26 | +1.24K | 0.00% |
| Ares Financial Consulting, LLC | 1.17K | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 1.15K | Jun 30, 26 | +1.15K | 0.00% |
| True Wealth Design, LLC | 830 | Jun 30, 26 | +830 | 0.00% |
| Rockefeller Capital Management L.P. | 589 | Jun 30, 26 | +589 | 0.00% |
| Cornerstone Planning Group LLC | 425 | Jun 30, 26 | +425 | 0.00% |
| Reyes Financial Architecture, Inc. | 95 | Jun 30, 26 | -- | 0.00% |
| ROYAL BANK OF CANADA | 87 | Jun 30, 26 | +87 | 0.00% |
| AE Wealth Management LLC | 18 | Jun 30, 26 | -- | 0.00% |
| Private Advisor Group, LLC | -- | Jun 30, 26 | -13.45K | -- |
| Andina Capital Management, LLC | -- | Jun 30, 26 | -12.66K | -- |
| UBS Group AG | -- | Jun 30, 26 | -400 | -- |
| Evanson Asset Management, LLC | 232.23K | Mar 31, 26 | -- | 0.28% |
| CWM, LLC | 95.90K | Mar 31, 26 | -17.44K | 0.12% |
| PBMares Wealth Management LLC | 75.90K | Sep 30, 25 | -- | 0.09% |
| KRAFT ASSET MANAGEMENT, LLC | 163.58K | Jun 30, 25 | -33.99K | 0.20% |
| Marcum Wealth, LLC | 51.74K | Mar 31, 25 | -- | 0.06% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 29.16M | Jun 30, 24 | +1.50M | 35.77% |
| Cetera Advisors LLC | 15.73K | Mar 31, 24 | +15.73K | 0.02% |
| Bartlett & Co. LLC | 14.46K | Dec 31, 23 | +14.46K | 0.02% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 90.60K | Sep 30, 23 | -1.83K | 0.11% |
| BRIGGS ADVISORY GROUP, INC. | 21.15K | Sep 30, 23 | -4.83K | 0.03% |
| PATHSTONE FAMILY OFFICE, LLC | 16.90K | Sep 30, 23 | +16.90K | 0.02% |
| TRIAD FINANCIAL ADVISORS, INC. | 15.62K | Sep 30, 23 | -- | 0.02% |
| Veritable, L.P. | 16.90K | Jun 30, 23 | -12.40K | 0.02% |
| Endurance Wealth Management, Inc. | 11.07K | Jun 30, 23 | +11.07K | 0.01% |