EWA
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EP Wealth Advisors’s BlackRock Large Cap Value ETF BLCV Stock Holding History

EP Wealth Advisors’s Portfolio BLCV Stock Details BLCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$187M Buy
+5,174,560
New +$196M 0.92% 24

Other funds holding BLCV

EL
EQ LLC Bellevue, Washington $355M AUM 20.61% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
SA
Skyline Advisors Bellingham, Washington $287M AUM 11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $424M AUM 29.07% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $404M AUM

EP Wealth Advisors's BLCV Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in BlackRock Large Cap Value ETF (BLCV) in Q1 2026: 5,174,560 shares worth $187M. The stake represents 0.92% of the portfolio and ranks #24 among its holdings.

30 funds tracked by Wall St. Rank hold BLCV as of Q1 2026.

  • EP Wealth Advisors held 5,174,560 shares of BlackRock Large Cap Value ETF worth $187M as of Q1 2026.
  • BlackRock Large Cap Value ETF was a new EP Wealth Advisors position in Q1 2026.
  • BlackRock Large Cap Value ETF made up 0.92% of EP Wealth Advisors's portfolio in Q1 2026, its #24 holding.
  • 30 funds tracked by Wall St. Rank held BlackRock Large Cap Value ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.