Institutional shares held 395 Million
0 calls
0 puts
Total value of holdings $31B
$0 calls
$0 puts
# of Institutions 1,363


Latest Institutional Activity in BSV

Top Purchases

Q2 2025
Truist Financial Corp Shares Held: 1.81M ($142M)
Q2 2025
Exchange Traded Concepts, LLC Shares Held: 634K ($49.7M)
Q2 2025
Berkshire Money Management, Inc. Shares Held: 792K ($62.1M)
Q2 2025
Precision Wealth Strategies, LLC Shares Held: 148K ($11.6M)
Q2 2025
Sage Financial Management Group, Inc. Shares Held: 271K ($21.3M)

Top Sells

Q2 2025
Atria Wealth Solutions, Inc. Shares Held: 301K ($23.6M)
Q2 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 4.31M ($338M)
Q2 2025
Moisand Fitzgerald Tamayo, LLC Shares Held: 34.9K ($2.74M)
Q2 2025
Prime Capital Investment Advisors, LLC Shares Held: 707K ($55.4M)
Q2 2025
Apella Capital, LLC Shares Held: 1.62M ($127M)

About BSV

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