Financial Services • Asset Management
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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
1 top institutions tracked
Sentiment: unknown
No recent insider trades detected.
Red flags: 0
12 filers reported a long position in BHV for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| Cassaday & Co Wealth Management LLC | $354.7K | 27.8K | New |
| MORGAN STANLEY | $348.5K | 27.3K | +0.6% |
| D'Orazio & Associates, Inc. | $215.7K | 16.9K | Unchanged |
| Cetera Investment Advisers | $185.5K | 14.5K | New |
| LPL Financial LLC | $145.1K | 11.4K | New |
| Cerity Partners LLC | $133K | 10.4K | New |
| Geneos Wealth Management Inc. | $98.2K | 7.7K | Unchanged |
| UBS Group AG | $65.6K | 5.1K | -1.3% |
| OSAIC HOLDINGS, INC. | $52.3K | 4.1K | Unchanged |
| ROYAL BANK OF CANADA | $30K | 2.4K | New |
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