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Sage Mountain Advisors’s BlackRock Large Cap Value ETF BLCV Stock Holding History

Sage Mountain 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 		$249K Buy
+6,897
New +$261K 0.02% 181

Other funds holding BLCV

EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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

Sage Mountain Advisors's BLCV Position: Q1 2026 in Review

Sage Mountain Advisors opened a new position in BlackRock Large Cap Value ETF (BLCV) in Q1 2026: 6,897 shares worth $249K. The stake represents 0.02% of the portfolio and ranks #181 among its holdings.

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

  • Sage Mountain Advisors held 6,897 shares of BlackRock Large Cap Value ETF worth $249K as of Q1 2026.
  • BlackRock Large Cap Value ETF was a new Sage Mountain Advisors position in Q1 2026.
  • BlackRock Large Cap Value ETF made up 0.02% of Sage Mountain Advisors's portfolio in Q1 2026, its #181 holding.
  • 30 funds tracked by Wall St. Rank held BlackRock Large Cap Value ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.