Institutional shares held 48.8 Million
70.4K calls
11.5K puts
Total value of holdings $3.37B
$4.86M calls
$793K puts
# of Institutions 406


Latest Institutional Activity in BLV

Top Purchases

Q2 2025
Exchange Traded Concepts, LLC Shares Held: 743K ($51.3M)
Q2 2025
Income Research & Management Shares Held: 721K ($49.8M)
Q2 2025
Trilogy Capital Inc. Shares Held: 425K ($29.3M)
Q2 2025
Secure Asset Management, LLC Shares Held: 46.9K ($3.24M)
Q2 2025
Platt Investment Counsel, LLC Shares Held: 133K ($9.15M)

Top Sells

Q2 2025
Carolina Wealth Advisors, LLC Shares Held: 354K ($24.4M)
Q2 2025
Rochester Wealth Strategies, LLC Shares Held: 60.8K ($4.2M)
Q2 2025
Visionary Horizons, LLC Shares Held: 12.1K ($836K)
Q2 2025
Focus Financial Network, Inc. Shares Held: 30.6K ($2.12M)
Q2 2025
Belpointe Asset Management LLC Shares Held: 31.8K ($2.19M)

About BLV

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