Institutional Holders (2026 Q2)
90 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BDVL. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Beacon Bridge Wealth Partners, LLC | 1.54% | 207,920 | $5.4M |
| 2 | Legacy Wealth Managment, LLC/ID | 1.51% | 140,966 | $3.7M |
| 3 | Wbh Advisory Inc | 1.40% | 802,839 | $20.9M |
| 4 | Cpwa, LLC | 0.90% | 29,925 | $777K |
| 5 | Invst, LLC | 0.86% | 339,287 | $8.8M |
| 6 | Milestone Asset Management Group, LLC | 0.64% | 48,595 | $1.3M |
| 7 | Two West Capital Advisors LLC | 0.62% | 47,957 | $1.2M |
| 8 | Silverlake Wealth Management LLC | 0.61% | 123,131 | $3.2M |
| 9 | Wealthgarden F.S. LLC | 0.52% | 35,468 | $921K |
| 10 | RDA Financial Network | 0.45% | 79,923 | $2.1M |
| 11 | Mml Investors Services, LLC | 0.39% | 7,403,309 | $192.3M |
| 12 | Fortis Advisors, LLC | 0.32% | 26,518 | $689K |
| 13 | LongView Wealth Management | 0.32% | 47,957 | $1.2M |
| 14 | Aegis Wealth Management, Inc. | 0.31% | 18,759 | $487K |
| 15 | Vantus Wealth LLC | 0.28% | 20,139 | $523K |
| 16 | Regal Investment Advisors LLC | 0.23% | 167,905 | $4.4M |
| 17 | Envestnet Asset Management Inc | 0.21% | 34,369,707 | $892.9M |
| 18 | Frisch Financial Group, Inc. | 0.20% | 45,741 | $1.2M |
| 19 | Resolute Wealth Advisor, INC. | 0.19% | 13,394 | $330K |
| 20 | Advisory Solutions Group, LLC | 0.16% | 18,589 | $483K |
| 21 | Elevation Wealth Management LLC | 0.16% | 8,408 | $218K |
| 22 | Transamerica Financial Advisors, LLC | 0.16% | 71,645 | $1.9M |
| 23 | Resurgent Financial Advisors LLC | 0.16% | 21,582 | $561K |
| 24 | World Investment Advisors | 0.15% | 345,448 | $9.0M |
| 25 | Claro Advisors Inc. | 0.15% | 54,112 | $1.4M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|