Filing Research | BKV - BKV CORPORATION Institutional Holdings

Snapshot holdings

24 / 24 loaded

#		Instrument	quantity
1	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	264.5KSH	$7.2M
2	SAPIENT CAPITAL LLC	Shares	226.4KSH	$6.2M
3	ZAZOVE ASSOCIATES LLC	Shares	46.9KSH	$1.3M
4	Radnor Capital Management, LLC	Shares	34.7KSH	$948.2K
5	Police & Firemen's Retirement System of New Jersey	Shares	9.6KSH	$262.0K
6	Blue Trust, Inc.	Shares	2.6KSH	$71.2K
7	SBI Okasan Asset Management Co.Ltd.	Shares	1.9KSH	$49.4K
8	Hughes Financial Services, LLC	Shares	1.2KSH	$32.9K
9	GAMMA Investing LLC	Shares	494SH	$13.5K
10	IFP Advisors, Inc	Shares	361SH	$9.9K
11	SBI Securities Co., Ltd.	Shares	180SH	$4.9K
12	EverSource Wealth Advisors, LLC	Shares	171SH	$4.7K
13	Farther Finance Advisors, LLC	Shares	41SH	$1.1K
14	Fortitude Family Office, LLC	Shares	28SH	$766
15	Marquette Asset Management, LLC	Shares	22SH	$602
16	SIGNATUREFD, LLC	Shares	19SH	$520
17	Creative Capital Management Investments LLC	Shares	12SH	$328
18	JFS WEALTH ADVISORS, LLC	Shares	10SH	$274
19	SJS Investment Consulting Inc.	Shares	5SH	$137
20	State of Alaska, Department of Revenue	Shares	3.4KSH	$92
21	LRI Investments, LLC	Shares	2SH	$55
22	True Wealth Design, LLC	Shares	2SH	$55
23	DiNuzzo Private Wealth, Inc.	Shares	1SH	$28
24	TFC Financial Management, Inc.	Shares	1SH	$28

Manager changes2026-06-30 vs 2026-03-31

26 / 26 loaded

#		Instrument
1	PEREGRINE CAPITAL MANAGEMENT LLC new	Shares	+264.5K	+$7.2M	$7.2M
2	Blue Trust, Inc. new	Shares	+2.6K	+$71.2K	$71.2K
3	Police & Firemen's Retirement System of New Jersey added	Shares	+2.5K	+$61.4K	$262.0K
4	Hughes Financial Services, LLC added	Shares	+1.2K	+$32.8K	$32.9K
5	IFP Advisors, Inc added	Shares	+336	+$9.2K	$9.9K
6	GAMMA Investing LLC added	Shares	+65	+$1.3K	$13.5K
7	Fortitude Family Office, LLC new	Shares	+28	+$766	$766
8	Creative Capital Management Investments LLC new	Shares	+12	+$328	$328
9	JFS WEALTH ADVISORS, LLC new	Shares	+10	+$274	$274
10	SJS Investment Consulting Inc. new	Shares	+5	+$137	$137
11	LRI Investments, LLC new	Shares	+2	+$55	$55
12	DiNuzzo Private Wealth, Inc. new	Shares	+1	+$28	$28
13	TFC Financial Management, Inc. unchanged	Shares	0	-$1	$28
14	True Wealth Design, LLC unchanged	Shares	0	-$3	$55
15	State of Alaska, Department of Revenue unchanged	Shares	0	-$4	$92
16	Marquette Asset Management, LLC unchanged	Shares	0	-$26	$602
17	Farther Finance Advisors, LLC trimmed	Shares	-2	-$61	$1.1K
18	SIGNATUREFD, LLC trimmed	Shares	-10	-$307	$520
19	Global Wealth Strategies & Associates exited	Shares	-64	-$1.8K	$0
20	EverSource Wealth Advisors, LLC trimmed	Shares	-63	-$2.0K	$4.7K
21	SBI Securities Co., Ltd. trimmed	Shares	-72	-$2.3K	$4.9K
22	SBI Okasan Asset Management Co.Ltd. unchanged	Shares	0	-$6.2K	$49.4K
23	Radnor Capital Management, LLC unchanged	Shares	0	-$40.2K	$948.2K
24	ZAZOVE ASSOCIATES LLC trimmed	Shares	-3.1K	-$142.5K	$1.3M
25	SAPIENT CAPITAL LLC trimmed	Shares	-3.8K	-$372.3K	$6.2M
26	Y-Intercept (Hong Kong) Ltd exited	Shares	-38.6K	-$1.1M	$0