Institutional shares held 49.3 Million
70.4K calls
11.5K puts
Total value of holdings $3.42B
$4.89M calls
$797K puts
# of Institutions 408


Latest Institutional Activity in BLV

Top Purchases

Q2 2025
Exchange Traded Concepts, LLC Shares Held: 743K ($51.8M)
Q2 2025
Income Research & Management Shares Held: 721K ($50.3M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 10.1M ($701M)
Q2 2025
Trilogy Capital Inc. Shares Held: 425K ($29.6M)
Q2 2025
Strong Tower Advisory Services Shares Held: 111K ($7.76M)

Top Sells

Q2 2025
Atria Wealth Solutions, Inc. Shares Held: 68.8K ($4.8M)
Q2 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 2.26M ($157M)
Q2 2025
Koss Olinger Consulting, LLC Shares Held: 625K ($43.6M)
Q2 2025
Carolina Wealth Advisors, LLC Shares Held: 354K ($24.7M)
Q2 2025
Wealthfront Advisers LLC Shares Held: 35.3K ($2.46M)

About BLV

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