Institutional shares held 212 Million
8.7K calls
0 puts
Total value of holdings $16.5B
$677K calls
$0 puts
# of Institutions 1,030


Latest Institutional Activity in BIV

Top Purchases

Q4 2025
Cooper Financial Group Shares Held: 525K ($40.9M)
Q4 2025
Gamma Investing LLC Shares Held: 197K ($15.3M)
Q4 2025
Scott Capital Advisors, LLC Shares Held: 555K ($43.2M)
Q4 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Shares Held: 422K ($32.8M)
Q4 2025
Certified Advisory Corp Shares Held: 249K ($19.4M)

Top Sells

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.5M ($117M)
Q4 2025
Everhart Financial Group, Inc. Shares Held: 382K ($29.7M)
Q4 2025
Montecito Bank & Trust Shares Held: 189K ($14.7M)
Q4 2025
Massmutual Trust CO Fsb Shares Held: 82K ($6.39M)
Q4 2025
Traveka Wealth, LLC Shares Held: 6.66K ($519K)

About BIV

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