Inst. Holders
50 funds
BS
BSV
VANGUARD BD INDEX FDS
$76.36 ▲ +0.07%
Prev close $76.3018 New Institutional Positions11 Institutional Exits
Snapshot
The big-picture read on BSV right now — valuation, ownership and activity at a glance.
Inst. Value
$26.4B
Inst. Activity
18 buys / 11 sells
Price chart 30d -1.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 28, 2026 short_volume
Short Volume: BSV — 59.3% short (1.2M / 2.0M)
Short: 1,199,592 | Exempt: 84 | TRF Vol: 2,023,628 | Short Ratio: 59.3% | Off-exchange volume (dark
Jun 30, 2026 Inst.
JPMORGAN CHASE & CO — TRIM
16,863,841 shares ($1.3B)
Jun 30, 2026 Inst.
ASSETMARK, INC — DOUBLED
1,350,385 shares ($105.2M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 28, 2026
short_volume
Short Volume: BSV — 59.3% short (1.2M / 2.0M)
Short: 1,199,592 | Exempt: 84 | TRF Vol: 2,023,628 | Short Ratio: 59.3% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: BSV — 56.4% short (1.1M / 2.0M)
Short: 1,144,605 | Exempt: 2,000 | TRF Vol: 2,029,002 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: BSV — 58.8% short (1.1M / 1.9M)
Short: 1,130,018 | Exempt: 47,797 | TRF Vol: 1,920,722 | Short Ratio: 58.8% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: BSV — 65.8% short (0.8M / 1.3M)
Short: 841,275 | Exempt: 0 | TRF Vol: 1,279,086 | Short Ratio: 65.8% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: BSV — 68.5% short (1.4M / 2.1M)
Short: 1,434,408 | Exempt: 1,099 | TRF Vol: 2,093,551 | Short Ratio: 68.5% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own BSV (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $26.4B total value (339,271,836 shares) as of 2026-Q2. Top holders: MERCER, Creative, ENVESTNET. Net buying activity: 18 institutions added/increased vs 11 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 50,651,293 | $3.9B | 14.9% | — |
| Creative Planning | 43,838,959 | $3.4B | 12.9% | ADD +43.2% |
| ENVESTNET ASSET MANAGEMENT INC | 32,321,588 | $2.5B | 9.5% | ADD +28.6% |
| Empower Advisory Group, LLC | 24,303,617 | $1.9B | 7.2% | — |
| MORGAN STANLEY | 23,641,308 | $1.8B | 7.0% | — |
| GOLDMAN SACHS GROUP INC | 20,453,685 | $1.6B | 6.0% | — |
| JPMORGAN CHASE & CO | 16,863,841 | $1.3B | 5.0% | TRIM -49.2% |
| Allworth Financial LP | 15,333,291 | $1.2B | 4.5% | — |
| BANK OF AMERICA CORP /DE/ | 12,269,104 | $955.9M | 3.6% | ADD +29.0% |
| NORTHERN TRUST CORP | 9,933,587 | $773.9M | 2.9% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | TRIM | 33,221,965 | 16,863,841 | -49.2% | $1.3B |
| ASSETMARK, INC | DOUBLED | 310,693 | 1,350,385 | +334.6% | $105.2M |
| Focus Partners Advisor Solutions, LLC | ADD | 744,552 | 980,902 | +31.7% | $76.4M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | DOUBLED | 184,524 | 893,913 | +384.4% | $71.2M |
| Orion Porfolio Solutions, LLC | ADD | 476,098 | 631,439 | +32.6% | $49.2M |
| Atria Investments, Inc | TRIM | 337,328 | 247,490 | -26.6% | $19.3M |
| Arax Advisory Partners | ADD | 160,917 | 230,538 | +43.3% | $18.0M |
| M&T BANK CORP | ADD | 175,057 | 229,061 | +30.8% | $17.8M |
| Integrated Wealth Concepts LLC | TRIM | 138,278 | 44,044 | -68.1% | $13.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | NEW | — | 171,474 | — | $13.4M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for BSV.
Shares short
1,124,892
Settlement Sep 15, 2026
Change vs prior
+1.6%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume