Funds holding BV Financial Inc
90 funds declare a position · 17 ETFs and 73 other funds · 20.2M $ · US05603E2081
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 275,117 | 5.3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | iShares Russell 2000 ETF iShares Trust | 172,072 | 3.3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 88,219 | 1.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 4 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 70,435 | 1.4M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 5 | iShares Russell 2000 Value ETF iShares Trust | 65,640 | 1.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 6 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 40,099 | 749K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 7 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 35,813 | 669K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 8 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 19,434 | 380.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 9 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 19,107 | 374.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 10 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 18,505 | 345.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 11 | iShares Micro-Cap ETF iShares Trust | 17,773 | 340.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 12 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 16,916 | 331.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 13 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 15,156 | 296.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 14 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 14,589 | 285.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 15 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 13,204 | 246.7K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 16 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 11,986 | 223.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 17 | Master Small Cap Index Series Quantitative Master Series LLC | 9,902 | 189.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 18 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 8,998 | 176.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 19 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 8,858 | 173.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 20 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 8,686 | 166.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 21 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 8,426 | 165K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 22 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 7,799 | 149.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 23 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 6,335 | 118.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 24 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 6,024 | 112.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 25 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 5,414 | 101.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 26 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 5,000 | 97.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 27 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 4,641 | 90.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 28 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 4,400 | 84.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 29 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 4,320 | 82.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 30 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 3,861 | 73.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 31 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 3,801 | 72.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 32 | Small Cap Index Fund Northern Funds | 3,736 | 71.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 33 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,545 | 69.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 34 | Small Cap Index Fund VALIC Co I | 3,523 | 65.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 35 | Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 3,000 | 57.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 36 | Global X Russell 2000 ETF GLOBAL X FUNDS | 2,994 | 58.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 37 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,876 | 56.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 38 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 2,851 | 55.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 39 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 2,800 | 53.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 40 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 2,274 | 43.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 41 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 2,179 | 41.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 42 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,771 | 34.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 43 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 1,675 | 32.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 44 | Small Cap Index Trust John Hancock Variable Insurance Trust | 1,550 | 29.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 45 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 1,547 | 28.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 46 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,545 | 30.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 47 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,483 | 28.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 48 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,351 | 25.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 49 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 1,325 | 25.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 50 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 1,269 | 24.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 51 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,037 | 20.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 52 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,017 | 19.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 53 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 957 | 18.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 54 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 912 | 17.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 55 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 907 | 17.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 56 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 887 | 17.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 57 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 884 | 16.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 58 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 818 | 15.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 59 | Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 757 | 14.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 60 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 732 | 14.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 61 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 722 | 14.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 62 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 710 | 13.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 63 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 699 | 13.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 64 | PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 695 | 13.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 65 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 654 | 12.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 66 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 611 | 11.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 67 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 526 | 10.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 68 | ProShares Ultra Russell2000 ProShares Trust | 504 | 9.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 69 | ProShares UltraPro Russell2000 ProShares Trust | 502 | 9.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 70 | Small-Cap Equity Portfolio PACIFIC SELECT FUND | 461 | 8.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 71 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 460 | 8.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 72 | EQ/Small Company Index Portfolio EQ Advisors Trust | 460 | 8.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 73 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 437 | 8.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 74 | ProShares Russell 2000 High Income ETF ProShares Trust | 352 | 6.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 75 | EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 308 | 5.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 76 | Penn Series Small Cap Index Fund Penn Series Funds Inc | 300 | 5.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 77 | Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 294 | 5.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 78 | SmallCap Value Fund II Principal Funds, Inc | 254 | 5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 79 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 163 | 3.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 80 | ULTRA SMALL CAP PROFUND ProFunds | 77 | 1.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 81 | Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 34 | 650.8 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 82 | PROFUND VP ULTRA SMALL CAP ProFunds | 23 | 440.2 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 83 | Russell 2000 Fund Rydex Series Funds | 20 | 382.8 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 84 | PROFUND VP SMALL CAP ProFunds | 17 | 325.4 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 85 | SMALL-CAP PROFUND ProFunds | 13 | 254.5 $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 86 | Russell 2000 1.5x Strategy Fund Rydex Series Funds | 12 | 229.7 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 87 | ProShares Hedge Replication ETF ProShares Trust | 8 | 149.4 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 88 | Dimensional US Vector Equity ETF Dimensional ETF Trust | 4 | 78.3 $ | as of Apr 30, 2026 · Original filing | |
| 89 | ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 3 | 56 $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 90 | Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 2 | 38.3 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
Institutional managers
66 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 835,165 | 15.1M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 567,345 | 10.9M $ | as of Mar 31, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | 371,457 | 7.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 165,508 | 3.2M $ | as of Mar 31, 2026 |
| GENDELL JEFFREY L | 141,262 | 2.7M $ | as of Mar 31, 2026 |
| Oppenheimer & Close, LLC | 134,533 | 2.6M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 120,933 | 2.3M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 115,248 | 2.2M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 110,071 | 2.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 106,042 | 2M $ | as of Mar 31, 2026 |
| STILWELL VALUE LLC | 90,000 | 1.7M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 62,752 | 1.2M $ | as of Mar 31, 2026 |
| Beartown Capital Management, LLC | 60,616 | 1.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 50,468 | 966K $ | as of Mar 31, 2026 |
| VANGUARD FIDUCIARY TRUST CO | 45,481 | 870.5K $ | as of Mar 31, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 39,834 | 762.4K $ | as of Mar 31, 2026 |
| HSBC HOLDINGS PLC | 37,923 | 733.1K $ | as of Mar 31, 2026 |
| Saber Capital Managment, LLC | 31,566 | 604.2K $ | as of Mar 31, 2026 |
| PANAGORA ASSET MANAGEMENT INC | 28,285 | 541.4K $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 23,771 | 455K $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 23,571 | 451.1K $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 23,078 | 441.7K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 21,807 | 417.4K $ | as of Mar 31, 2026 |
| COURIER CAPITAL LLC | 20,913 | 400.3K $ | as of Mar 31, 2026 |
| Empowered Funds, LLC | 20,571 | 393.7K $ | as of Mar 31, 2026 |