BSVO(BSVO)
BSVO
Institutional Ownership
Top 92 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Colony Group, LLC | 37.26M | Mar 31, 26 | +886.68K | 46.03% |
| Buckingham Strategic Partners | 20.14M | Mar 31, 26 | +505.17K | 24.87% |
| Squire Investment Management Company, LLC | 1.71M | Mar 31, 26 | +153.36K | 2.11% |
| ENVESTNET ASSET MANAGEMENT INC | 1.15M | Mar 31, 26 | -1.54K | 1.42% |
| AQR CAPITAL MANAGEMENT LLC | 799.82K | Mar 31, 26 | +174.31K | 0.99% |
| Capstone Wealth Management, LLC | 718.41K | Mar 31, 26 | +10.03K | 0.89% |
| Gibson Capital, LLC | 622.37K | Mar 31, 26 | +951 | 0.77% |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | 522.31K | Mar 31, 26 | -19.00K | 0.65% |
| JDH Wealth Management, LLC | 375.27K | Mar 31, 26 | -6.51K | 0.46% |
| Lauterbach Financial Advisors, LLC | 334.41K | Mar 31, 26 | -4.13K | 0.41% |
| Delap Wealth Advisory, LLC | 268.26K | Mar 31, 26 | +12.20K | 0.33% |
| Allworth Financial LP | 252.62K | Mar 31, 26 | -4.89K | 0.31% |
| POINCIANA ADVISORS GROUP, LLC | 245.27K | Mar 31, 26 | -2.12K | 0.30% |
| Evanson Asset Management, LLC | 232.23K | Mar 31, 26 | -- | 0.29% |
| Hill Investment Group Partners, LLC | 215.34K | Mar 31, 26 | -402 | 0.27% |
| Parkwoods Wealth Partners, LLC | 186.00K | Mar 31, 26 | -3.43K | 0.23% |
| RB Capital Management, LLC | 180.95K | Mar 31, 26 | +4.46K | 0.22% |
| TWO SIGMA INVESTMENTS, LP | 178.30K | Mar 31, 26 | +131.80K | 0.22% |
| Mariner, LLC | 167.51K | Mar 31, 26 | +119.70K | 0.21% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 150.75K | Mar 31, 26 | -1.07K | 0.19% |
| BAYSHORE ASSET MANAGEMENT, LLC | 146.24K | Mar 31, 26 | +4.77K | 0.18% |
| JPMORGAN CHASE & CO | 135.30K | Mar 31, 26 | +62.47K | 0.17% |
| Berger Financial Group, Inc | 122.10K | Mar 31, 26 | -7.76K | 0.15% |
| LPL Financial LLC | 111.69K | Mar 31, 26 | +4.67K | 0.14% |
| Quantinno Capital Management LP | 108.71K | Mar 31, 26 | +94.55K | 0.13% |
| IFG Advisors, LLC | 106.74K | Mar 31, 26 | -1.55K | 0.13% |
| CWM, LLC | 95.90K | Mar 31, 26 | -17.44K | 0.12% |
| CAPITAL PERFORMANCE ADVISORS LLP | 83.82K | Mar 31, 26 | -4.03K | 0.10% |
| RMB Capital Management, LLC | 82.39K | Mar 31, 26 | -- | 0.10% |
| Smartleaf Asset Management LLC | 81.28K | Mar 31, 26 | -4.03K | 0.10% |
| UMB Bank, n.a. | 75.99K | Mar 31, 26 | +75.99K | 0.09% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 75.33K | Mar 31, 26 | -770 | 0.09% |
| IEQ CAPITAL, LLC | 72.53K | Mar 31, 26 | -- | 0.09% |
| Integrity Wealth Solutions LLC | 71.54K | Mar 31, 26 | -- | 0.09% |
| Waterfront Wealth Inc. | 55.20K | Mar 31, 26 | -- | 0.07% |
| Krilogy Financial LLC | 43.32K | Mar 31, 26 | -- | 0.05% |
| Savant Capital, LLC | 38.81K | Mar 31, 26 | -- | 0.05% |
| Symmetry Partners, LLC | 37.46K | Mar 31, 26 | -1.28K | 0.05% |
| Cresset Asset Management, LLC | 34.05K | Mar 31, 26 | -- | 0.04% |
| Creative Planning | 32.12K | Mar 31, 26 | -328 | 0.04% |
| CHOREO, LLC | 28.39K | Mar 31, 26 | +28.39K | 0.04% |
| FIDUCIARY TRUST CO | 26.77K | Mar 31, 26 | -- | 0.03% |
| Visionary Wealth Advisors | 23.12K | Mar 31, 26 | -- | 0.03% |
| LJI Wealth Management, LLC | 20.31K | Mar 31, 26 | -6.76K | 0.03% |
| NewEdge Advisors, LLC | 18.87K | Mar 31, 26 | -- | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18.34K | Mar 31, 26 | -1.36K | 0.02% |
| Cassaday & Co Wealth Management LLC | 17.41K | Mar 31, 26 | -- | 0.02% |
| Pathstone Holdings, LLC | 16.90K | Mar 31, 26 | -- | 0.02% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 16.76K | Mar 31, 26 | -1.11K | 0.02% |
| MORGAN STANLEY | 16.37K | Mar 31, 26 | +6.49K | 0.02% |
| MML INVESTORS SERVICES, LLC | 14.72K | Mar 31, 26 | +150 | 0.02% |
| HighTower Advisors, LLC | 13.94K | Mar 31, 26 | -- | 0.02% |
| RAYMOND JAMES FINANCIAL INC | 13.89K | Mar 31, 26 | -- | 0.02% |
| Private Advisor Group, LLC | 13.45K | Mar 31, 26 | -772 | 0.02% |
| Andina Capital Management, LLC | 12.66K | Mar 31, 26 | -- | 0.02% |
| BWM Planning, LLC | 12.19K | Mar 31, 26 | -- | 0.02% |
| Crestwood Advisors Group LLC | 11.07K | Mar 31, 26 | -- | 0.01% |
| Blueprint Financial Advisors LLC | 10.09K | Mar 31, 26 | -- | 0.01% |
| Blueprint Investment Partners LLC | 10.09K | Mar 31, 26 | -- | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 9.92K | Mar 31, 26 | -- | 0.01% |
| Advisory Services Network, LLC | 9.49K | Mar 31, 26 | -- | 0.01% |
| Pensionmark Financial Group, LLC | 9.33K | Mar 31, 26 | -286 | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 9.32K | Mar 31, 26 | +9.32K | 0.01% |
| BBR PARTNERS, LLC | 9.04K | Mar 31, 26 | -- | 0.01% |
| Stratos Wealth Partners, LTD. | 8.65K | Mar 31, 26 | -418 | 0.01% |
| RITHOLTZ WEALTH MANAGEMENT | 8.03K | Mar 31, 26 | +8.03K | 0.01% |
| CENTRAL TRUST Co | 6.95K | Mar 31, 26 | -- | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 5.77K | Mar 31, 26 | +1.25K | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.62K | Mar 31, 26 | -- | 0.01% |
| Your Advocates Ltd., LLP | 4.16K | Mar 31, 26 | -- | 0.01% |
| FMR LLC | 3.54K | Mar 31, 26 | +1.66K | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 3.02K | Mar 31, 26 | -- | 0.00% |
| UBS Group AG | 400 | Mar 31, 26 | -213 | 0.00% |
| AE Wealth Management LLC | 18 | Mar 31, 26 | -- | 0.00% |
| Hamilton Point Investment Advisors, LLC | -- | Mar 31, 26 | -5.64K | -- |
| WorthPointe, LLC | -- | Mar 31, 26 | -13.52K | -- |
| Kestra Advisory Services, LLC | -- | Mar 31, 26 | -5.93K | -- |
| Cetera Investment Advisers | -- | Mar 31, 26 | -22.62K | -- |
| Empowered Funds, LLC | -- | Mar 31, 26 | -14.50K | -- |
| GOLDMAN SACHS GROUP INC | -- | Mar 31, 26 | -9.85K | -- |
| 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 | 36.02% |
| 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% |