BVFL · BV Financial, Inc. · Shareholders & Ownership

$22.28 +0.57 (+2.63%) At close · Nov 4

Russell 2000 member Rebalance outlook locked

Market Cap

$188.73M

8.47M

Volume · Nov 4 16.51K Avg daily vol (3M) 16.46K

Every disclosed holder of BVFL in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns BVFL

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	74	3,248,493	38.35%	Yes
Insiders (Forms 3, 4, 5)	6	535,629	6.32%	Yes
13D/G-only blocks	3	2,020,039	23.85%	Yes
Remaining	—	2,666,443	31.48%	Rest
Registered funds (N-PORT, not summed)	93	1,027,229	12.13%	No

Shares outstanding: 8,470,604, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of BVFL

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BayVanguard Bank Employee Stock Ownership Plan Trust 13G CIK 1302387 · Pension or benefit plan · Dec 31, 2023 Rule 13d-1(b), qualified institution, unconfirmed, last confirmed Dec 31, 2023	868,516	10.25%	—	Dec 31, 2023	Rule 13d-1(b), qualified institution, unconfirmed, last confirmed Dec 31, 2023
2	BayVanguard Bank Employee Stock Ownership Plan Trust 13G CIK 2055420 · Pension or benefit plan · Dec 31, 2025 Rule 13d-1(b), qualified institution	853,899	10.08%	-7,719	Dec 31, 2025	Rule 13d-1(b), qualified institution
3	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	764,934	9.03%	-70,231	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	ALLIANCEBERNSTEIN L.P. 13G CIK 1109448 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	764,934	9.03%	-147,858	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	593,526	7.01%	+26,181	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	177,766	2.10%	+5,694	Jun 30, 2026	iShares Trust, not summed
4.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	71,620	0.85%	+5,980	Jun 30, 2026	iShares Trust, not summed
4.3	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	22,727	0.27%	+4,954	Jun 30, 2026	iShares Trust, not summed
4.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	9,902	0.12%	0	Jun 30, 2026	Quantitative Master Series LLC, not summed
4.5	iShares Russell Small/Mid-Cap Index Fund Fund S000050373 · Registered fund · Jul 31, 2026 BlackRock Funds, not summed	1,325	0.02%	0	Jul 31, 2026	BlackRock Funds, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	305,938	3.61%	-65,519	Jun 30, 2026	carried, not yet filed for the newest quarter
6	Fourthstone LLC 13G CIK 1767803 · Registered investment adviser · Sep 30, 2025 Rule 13d-1(b), qualified institution	297,624	3.51%	-571,416	Sep 30, 2025	Rule 13d-1(b), qualified institution
7	Flair David M. Insider CIK 1987499 · Dec 12, 2025 Director, Co-President, Co-CEO, issuer-wide	213,882	2.53%	+16,635	Dec 12, 2025	Director, Co-President, Co-CEO, issuer-wide
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	211,117	2.49%	-64,000	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	174,351	2.06%	+8,843	Jun 30, 2026	carried, not yet filed for the newest quarter
10	GENDELL JEFFREY L 13F CIK 1056581 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	141,262	1.67%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Oppenheimer & Close, LLC 13F CIK 1591377 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	134,533	1.59%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
12	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	133,571	1.58%	+4,879	Sep 30, 2026
12.1	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	20,499	0.24%	+1,065	Jul 31, 2026	Dimensional ETF Trust, not summed
12.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	19,604	0.23%	+497	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12.3	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	17,586	0.21%	+670	Jul 31, 2026	Dimensional ETF Trust, not summed
12.4	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	14,589	0.17%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12.5	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	12,190	0.14%	+3,332	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	115,248	1.36%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
14	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	100,798	1.19%	-5,244	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	2,800	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
14.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	163	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
15	Galli Joseph S Insider CIK 1531236 · Jun 12, 2026 Director, issuer-wide	92,409	1.09%	-11,202	Jun 12, 2026	Director, issuer-wide
16	DEE MICHAEL J Insider CIK 1237484 · Dec 12, 2025 EVP and CFO, issuer-wide	91,706	1.08%	+14,516	Dec 12, 2025	EVP and CFO, issuer-wide
17	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	86,700	1.02%	-1,519	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	STILWELL VALUE LLC 13F CIK 1397076 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	80,000	0.94%	-10,000	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Amereihn Gary T. Insider CIK 1986915 · May 29, 2025 Director, issuer-wide	62,975	0.74%	-1,684	May 29, 2025	Director, issuer-wide
20	Beartown Capital Management, LLC 13F CIK 1877162 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	60,616	0.72%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Crompton William B. III Insider CIK 1986905 · Jul 7, 2025 Director, issuer-wide	56,489	0.67%	-500	Jul 7, 2025	Director, issuer-wide
22	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	52,896	0.62%	+2,428	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,736	0.04%	0	Jun 30, 2026	Northern Funds, not summed
23	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	51,050	0.60%	-11,702	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	11,570	0.14%	-1,813	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
24	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	45,934	0.54%	+453	Jun 30, 2026	carried, not yet filed for the newest quarter
25	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	45,499	0.54%	+5,665	Jun 30, 2026	carried, not yet filed for the newest quarter
26	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	39,888	0.47%	+1,965	Jun 30, 2026	carried, not yet filed for the newest quarter
27	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	38,621	0.46%	+3,556	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
28	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	28,375	0.34%	+90	Jun 30, 2026	carried, not yet filed for the newest quarter
29	STRS OHIO 13F CIK 820478 · Pension or benefit plan · Sep 30, 2026	27,636	0.33%	+5,136	Sep 30, 2026
30	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	26,775	0.32%	+4,968	Jun 30, 2026	carried, not yet filed for the newest quarter
31	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	25,149	0.30%	+1,578	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	3,000	0.04%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
32	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	22,779	0.27%	-299	Jun 30, 2026	carried, not yet filed for the newest quarter
33	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	22,215	0.26%	-1,556	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	22,149	0.26%	+1,578	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	22,149	0.26%	+1,578	Jun 30, 2026	EA Series Trust, not summed
35	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	21,941	0.26%	+1,785	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	16,941	0.20%	+1,785	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
35.2	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	5,000	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
36	COURIER CAPITAL LLC 13F CIK 1015247 · Registered investment adviser · Sep 30, 2026	20,913	0.25%	0	Sep 30, 2026
37	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	19,753	0.23%	+1,917	Jun 30, 2026	carried, not yet filed for the newest quarter
38	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	18,677	0.22%	+18,677	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Searcy Rose M. Insider CIK 1987208 · Dec 17, 2025 EVP, Human Resources, issuer-wide	18,168	0.21%	-9,769	Dec 17, 2025	EVP, Human Resources, issuer-wide
40	Saber Capital Managment, LLC 13F CIK 1911378 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	17,314	0.20%	-14,252	Jun 30, 2026	carried, not yet filed for the newest quarter
41	LOS ANGELES CAPITAL MANAGEMENT LLC 13F CIK 1177206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	15,121	0.18%	+7,919	Jun 30, 2026	carried, not yet filed for the newest quarter
42	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13F CIK 1632972 · Unknown · Sep 30, 2026	15,007	0.18%	+15,007	Sep 30, 2026
43	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,999	0.18%	+14,999	Jun 30, 2026	carried, not yet filed for the newest quarter
44	O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13F CIK 1423442 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,544	0.16%	+13,544	Jun 30, 2026	carried, not yet filed for the newest quarter
45	RITHOLTZ WEALTH MANAGEMENT 13F CIK 1698218 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,557	0.14%	+11,557	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Creative Planning 13F CIK 1540235 · Registered investment adviser · Sep 30, 2026	9,639	0.11%	+9,639	Sep 30, 2026
47	RHUMBLINE ADVISERS 13F CIK 1115418 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,611	0.11%	-573	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	8,998	0.11%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
49	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	6,627	0.08%	+3,375	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	DWS Small Cap Index VIP Fund S000006223 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	957	0.01%	0	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
50	VANGUARD RUSSELL 2000 VALUE INDEX FUND Fund S000030004 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	6,289	0.07%	+1,013	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed

14 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 136 holders

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Key facts CIK 1302387 CUSIP 05603E208 13F (30d) 23 filings 23 filers Visit website Investor relations