22 institutions reported holding $828,774 of ISHARES LARGE CAP VALUE ACTIVE ETF (BLCV) in SEC 13F filings for 2026-03-31. Largest institutional holders: Sound Income Strategies, LLC ($302,996), Arkadios Wealth Advisors ($279,101), Roxbury Financial LLC ($232,375), HARBOR INVESTMENT ADVISORY, LLC ($14,302), MCDONALD PARTNERS LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sound Income Strategies, LLC | $302,996 | 8,347 | Hold |
| 2 | Arkadios Wealth Advisors | $279,101 | 7,728 | New |
| 3 | Roxbury Financial LLC | $232,375 | 6,434 | Added |
| 4 | HARBOR INVESTMENT ADVISORY, LLC | $14,302 | 396 | Added |
| 5 | MCDONALD PARTNERS LLC | $0 | 0 | Exited |
| 6 | J.W. COLE ADVISORS, INC. | $0 | 0 | Exited |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $0 | 0 | Exited |
| 8 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 9 | OSAIC HOLDINGS, INC. | $0 | 0 | Exited |
| 10 | WJ Wealth Management, LLC | $0 | 0 | Exited |
| 11 | COFG Advisors, LLC | $0 | 0 | Exited |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $0 | 0 | Exited |
| 13 | MML INVESTORS SERVICES, LLC | $0 | 0 | Exited |
| 14 | PRINCIPAL SECURITIES, INC. | $0 | 0 | Exited |
| 15 | LPL Financial LLC | $0 | 0 | Exited |
| 16 | Sigma Planning Corp | $0 | 0 | Exited |
| 17 | MGO ONE SEVEN LLC | $0 | 0 | Exited |
| 18 | Spectrum Planning & Advisory Services Inc. | $0 | 0 | Exited |
| 19 | Summit Financial, LLC | $0 | 0 | Exited |
| 20 | EQ LLC | $0 | 0 | Exited |
| 21 | Visionary Wealth Advisors | $0 | 0 | Exited |
| 22 | Skyline Advisors, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31