Who owns BCFN
Which tracked institutional funds hold BCFN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BCFN company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
3 tracked funds added or opened BCFN while 2 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BCFN’s largest tracked holder by dollar value, Biltmore Family Office, LLC, sizes it at 1.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BCFN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 9 tracked filers holding BCFN, 6 increased or opened the position and 5 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BCFN between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- CITADEL ADVISORS LLC$899K
Full exits 1
- Sterling Investment Counsel, LLC$727K
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$619K
- OSAIC HOLDINGS, INC.$312K
Largest trims
- Biltmore Family Office, LLC$363K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Biltmore Family Office, LLC trimmed | 485,680 | $10M | 69.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 51,595 | $1M | 7.4% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 42,347 | $899K | 6.0% | 2026-Q2 |
| BANK OZK | 21,889 | $465K | 3.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 15,408 | $327K | 2.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 11,748 | $249K | 1.7% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 2,740 | $58K | 0.4% | 2026-Q2 |
| MORGAN STANLEY added | 1,214 | $26K | 0.2% | 2026-Q2 |
| UBS Group AG new | 581 | $12K | 0.1% | 2026-Q2 |
| Sterling Investment Counsel, LLC added | 34,878 | $727K | 4.9% | 2026-Q1 stale (1 quarter behind) |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 11,336 | $236K | 1.6% | 2026-Q1 stale (1 quarter behind) |
| KERR FINANCIAL PLANNING Corp new | 387 | $8K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| LPL Financial LLC new | 16,300 | $406K | 2.7% | 2025-Q4 stale (2 quarters behind) |
| ROYAL BANK OF CANADA new | 1,123 | $28K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Larson Financial Group LLC new | 909 | $23K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Navalign, LLC new | 873 | $22K | 0.1% | 2025-Q4 stale (2 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.