ISHARES LARGE CAP VAL ACT BLCV
$41.82
+0.7% 52w: $33.00 – $41.82
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data33.0037.4141.82
Jun 20, 2025 Jul 2, 2026
Institutional holders
26
13F value
$277.4M
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BLCV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | Wealth advisor | 5.2M | $186.9M | 0.9% | New |
| EQ LLC | Wealth advisor | 865.4K | $31.3M | 8.8% | New |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 314.4K | $11.4M | 0.2% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 218.7K | $7.9M | 0.0% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 215.9K | $7.8M | 0.0% | New |
| Spectrum Planning & Advisory Services Inc. | Wealth advisor | 206.2K | $7.4M | 3.7% | New |
| Skyline Advisors, Inc. | Wealth advisor | 183.7K | $6.6M | 2.3% | New |
| LPL Financial LLC | Bank broker | 147.8K | $5.3M | 0.0% | New |
| Sigma Planning Corp | Wealth advisor | 130.3K | $4.7M | 0.1% | New |
| MCDONALD PARTNERS LLC | Other | 52.8K | $1.9M | 0.5% | New |
| COFG Advisors, LLC | Wealth advisor | 30.6K | $1.1M | 0.3% | New |
| J.W. COLE ADVISORS, INC. | Diversified mechanical | 27.2K | $983K | 0.0% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 24.9K | $899K | 0.0% | New |
| Summit Financial, LLC | Wealth advisor | 15.8K | $571K | 0.0% | New |
| Visionary Wealth Advisors | Wealth advisor | 11.7K | $422K | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 10.7K | $386K | 0.0% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 8.6K | $311K | 0.0% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 8.0K | $287K | 0.0% | New |
| TRUIST FINANCIAL CORP | Diversified mechanical | 7.8K | $285K | 0.0% | New |
| Sage Mountain Advisors LLC | Wealth advisor | 6.9K | $249K | 0.0% | New |
| Keystone Financial Group | Wealth advisor | 6.6K | $240K | 0.0% | New |
| Cetera Investment Advisers | Wealth advisor | 5.8K | $209K | 0.0% | New |
| BUCKHEAD CAPITAL MANAGEMENT LLC | Other | 5.6K | $202K | 0.1% | New |
| Founders Financial Alliance, LLC | Other | 700 | $25K | 0.0% | New |
| UBS Group AG | Bank broker | 399 | $14K | 0.0% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 381 | $14K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.