As of the latest SEC filings, BKV Corp (BKV) is held by 171 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $29,265,455.76 in market value, representing a significant portion of its portfolio.
Funds holding BKV Corp (BKV)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BKV
- CIK:
- 0001838406
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $29,265,455.76 | 1,026,138 | Mar 31, 2026 | May 28, 2026 |
|
FCDTX
Fidelity Stock Selector Small Cap Fund
|
MF | Fidelity | 0.37% | $25,866,455.28 | 820,376 | Apr 30, 2026 | Jun 26, 2026 |
|
XOP
State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF
|
ETF | State Street (SPDR) | 0.68% | $23,950,896.36 | 839,793 | Mar 31, 2026 | May 28, 2026 |
|
CFSSX
Column Small Cap Select Fund
|
MF | Independent / Boutique | 1.28% | $22,100,213.33 | 705,401 | Feb 28, 2026 | Apr 23, 2026 |
|
GLPCX
Goldman Sachs MLP Energy Infrastructure Fund
|
MF | Goldman Sachs | 1.12% | $19,899,374.82 | 635,154 | Feb 28, 2026 | Apr 21, 2026 |
|
FSOPX
Fidelity Series Small Cap Opportunities Fund
|
MF | Fidelity | 0.38% | $18,960,029.49 | 601,333 | Apr 30, 2026 | Jun 26, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $17,574,879.60 | 616,230 | Mar 31, 2026 | May 28, 2026 |
|
GCMUX
Goldman Sachs Mid Cap Value Fund
|
MF | Goldman Sachs | 1.12% | $12,656,160.79 | 403,963 | Feb 28, 2026 | Apr 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $11,646,683.88 | 408,369 | Mar 31, 2026 | May 28, 2026 |
|
WBSNX
William Blair Small Cap Growth Fund
|
MF | Independent / Boutique | 1.16% | $11,487,000.40 | 402,770 | Mar 31, 2026 | May 28, 2026 |
|
FCG
First Trust Natural Gas ETF
|
ETF | First Trust | 1.19% | $10,097,192.28 | 354,039 | Mar 31, 2026 | May 28, 2026 |
|
WPGSX
WPG Partners Select Small Cap Value Fund
|
MF | Independent / Boutique | 4.19% | $8,713,812.90 | 278,130 | Feb 28, 2026 | Apr 28, 2026 |
|
TCSEX
Nuveen Quant Small Cap Equity Fund
|
MF | TIAA / Nuveen | 0.20% | $7,958,802.60 | 252,420 | Apr 30, 2026 | Jun 24, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.02% | $7,878,274.98 | 249,866 | Apr 30, 2026 | Jun 26, 2026 |
|
AFDVX
Applied Finance Explorer Fund
|
MF | Independent / Boutique | 0.72% | $7,125,370.11 | 225,987 | Apr 30, 2026 | May 29, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.04% | $6,778,445.52 | 214,984 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.05% | $6,632,209.38 | 210,346 | Apr 30, 2026 | Jun 29, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.05% | $6,191,093.08 | 217,079 | Mar 31, 2026 | May 28, 2026 |
|
GLERX
Goldman Sachs Energy Infrastructure Fund
|
MF | Goldman Sachs | 1.23% | $5,797,679.16 | 185,052 | Feb 28, 2026 | Apr 21, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.02% | $5,415,985.77 | 172,869 | Feb 28, 2026 | Apr 29, 2026 |
|
VENAX
VANGUARD ENERGY INDEX FUND
|
ETF | Vanguard | 0.05% | $5,135,801.58 | 163,926 | Feb 28, 2026 | Apr 28, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.06% | $4,847,611.38 | 153,746 | Apr 30, 2026 | Jun 24, 2026 |
|
-
Goldman Sachs Variable Insurance Trust Mid Cap Value Fund
|
ETF | Goldman Sachs | 1.09% | $4,846,146.92 | 169,921 | Mar 31, 2026 | May 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $4,185,594.01 | 133,597 | Feb 28, 2026 | Apr 24, 2026 |
|
-
Small Cap Portfolio
|
ETF | Independent / Boutique | 1.29% | $4,022,888.60 | 141,055 | Mar 31, 2026 | May 27, 2026 |
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