Who owns BCI (BCI)
Which tracked institutional funds hold BCI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BCI company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
The tracked-fund tape on BCI is one-sided between 2025-Q4 and 2026-Q1: 97 added or opened and 15 trimmed or exited — on balance accumulating.
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
BCI’s largest tracked holder by dollar value, WELLS FARGO & COMPANY/MN, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes BCI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BCI 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 2025-Q4 and 2026-Q1, across 206 tracked filers holding BCI, 145 increased or opened the position and 59 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 BCI between the 2025-Q4 and 2026-Q1 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 21
- CITADEL ADVISORS LLC$12M
- ARMSTRONG ADVISORY GROUP, INC$10M
- Chandler Asset Management, Inc.$9M
- Savvy Advisors, Inc.$9M
- TSG Advice Partners, LLC$8M
- LTS Liquid Investments LLC$8M
Full exits 7
- Penserra Capital Management LLC$13M
- Bank of New York Mellon Corp$7M
- Graham Capital Management, L.P.$7M
- Yong Rong (HK) Asset Management Ltd$3M
- Quadrature Capital Ltd$1M
- COMERICA BANK$714K
Largest adds
- WELLS FARGO & COMPANY/MN$109M
- SEI INVESTMENTS CO$100M
- Metis Global Partners, LLC$79M
- BANK OF AMERICA CORP /DE/$36M
- PRINCIPAL FINANCIAL GROUP INC$16M
- Cresset Asset Management, LLC$12M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$78M
- iA Global Asset Management Inc.$7M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$2M
- NewEdge Advisors, LLC$938K
- Dunhill Financial, LLC$790K
- Rockefeller Capital Management L.P.$489K
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 |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN trimmed | 24,436,684 | $594M | 27.4% | 2026-Q1 |
| Metis Global Partners, LLC added | 12,295,768 | $299M | 13.8% | 2026-Q1 |
| SEI INVESTMENTS CO added | 10,712,681 | $260M | 12.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 3,842,052 | $93M | 4.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 3,571,954 | $87M | 4.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,344,673 | $57M | 2.6% | 2026-Q1 |
| NEPC LLC added | 2,308,438 | $56M | 2.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,614,773 | $39M | 1.8% | 2026-Q1 |
| Abundance Wealth Counselors added | 1,591,626 | $39M | 1.8% | 2026-Q1 |
| Cresset Asset Management, LLC added | 1,286,880 | $31M | 1.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 1,149,340 | $28M | 1.3% | 2026-Q1 |
| MCF Advisors LLC trimmed | 1,139,105 | $28M | 1.3% | 2026-Q1 |
| Financial & Tax Architects, LLC added | 942,286 | $23M | 1.1% | 2026-Q1 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 938,100 | $23M | 1.1% | 2026-Q1 |
| Payne Capital Management, LLC added | 916,191 | $22M | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 577,116 | $14M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 565,279 | $14M | 0.6% | 2026-Q1 |
| iA Global Asset Management Inc. trimmed | 505,948 | $12M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 477,600 | $12M | 0.5% | 2026-Q1 |
| Disciplina Capital Management LLC trimmed | 472,092 | $11M | 0.5% | 2026-Q1 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC added | 448,803 | $11M | 0.5% | 2026-Q1 |
| Bangor Savings Bank added | 433,830 | $11M | 0.5% | 2026-Q1 |
| ARMSTRONG ADVISORY GROUP, INC added | 396,127 | $10M | 0.4% | 2026-Q1 |
| RS CRUM INC. added | 395,122 | $10M | 0.4% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 380,458 | $9M | 0.4% | 2026-Q1 |
| Chandler Asset Management, Inc. new | 377,280 | $9M | 0.4% | 2026-Q1 |
| Savvy Advisors, Inc. new | 372,088 | $9M | 0.4% | 2026-Q1 |
| Upper Left Wealth Management, LLC added | 369,853 | $9M | 0.4% | 2026-Q1 |
| Empowered Funds, LLC added | 367,471 | $9M | 0.4% | 2026-Q1 |
| MASON STREET ADVISORS, LLC added | 356,335 | $9M | 0.4% | 2026-Q1 |
| LPL Financial LLC added | 338,914 | $8M | 0.4% | 2026-Q1 |
| TSG Advice Partners, LLC new | 336,363 | $8M | 0.4% | 2026-Q1 |
| Investment Research Partners LLC added | 332,230 | $8M | 0.4% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 325,818 | $8M | 0.4% | 2026-Q1 |
| LTS Liquid Investments LLC new | 320,000 | $8M | 0.4% | 2026-Q1 |
| KINTRA WEALTH, LLC added | 316,511 | $8M | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 313,392 | $8M | 0.4% | 2026-Q1 |
| Avestar Capital, LLC added | 312,810 | $8M | 0.4% | 2026-Q1 |
| Blue Trust, Inc. added | 303,239 | $7M | 0.3% | 2026-Q1 |
| S. R. Schill & Associates new | 257,512 | $6M | 0.3% | 2026-Q1 |
| New York Life Investment Management LLC trimmed | 230,843 | $6M | 0.3% | 2026-Q1 |
| US BANCORP \DE\ added | 225,727 | $5M | 0.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 268,730 | $5M | 0.2% | 2026-Q1 |
| Plan A Wealth LLC added | 214,064 | $5M | 0.2% | 2026-Q1 |
| Resonant Capital Advisors, LLC trimmed | 208,810 | $5M | 0.2% | 2026-Q1 |
| Independence Wealth Advisors, LLC trimmed | 204,596 | $5M | 0.2% | 2026-Q1 |
| Sollinda Capital Management LLC new | 199,221 | $5M | 0.2% | 2026-Q1 |
| Clear Creek Financial Management, LLC new | 183,579 | $4M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 180,432 | $4M | 0.2% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 168,919 | $4M | 0.2% | 2026-Q1 |
| Wall Street Financial Group, Inc. new | 160,941 | $4M | 0.2% | 2026-Q1 |
| Versant Capital Management, Inc added | 158,262 | $4M | 0.2% | 2026-Q1 |
| SigFig Wealth Management, LLC trimmed | 155,536 | $4M | 0.2% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 151,823 | $4M | 0.2% | 2026-Q1 |
| Aldebaran Capital, LLC trimmed | 143,384 | $3M | 0.2% | 2026-Q1 |
| AlphaCore Capital LLC added | 143,054 | $3M | 0.2% | 2026-Q1 |
| Pitcairn Wealth Advisors LLC | 175,776 | $3M | 0.2% | 2026-Q1 |
| Accordant Advisory Group Inc added | 130,289 | $3M | 0.1% | 2026-Q1 |
| Apella Capital, LLC trimmed | 132,849 | $3M | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC new | 123,239 | $3M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 120,569 | $3M | 0.1% | 2026-Q1 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC trimmed | 121,434 | $3M | 0.1% | 2026-Q1 |
| INVESTED ADVISORS added | 120,010 | $3M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 114,819 | $3M | 0.1% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC new | 111,831 | $3M | 0.1% | 2026-Q1 |
| Avail Investment Partners, LLC new | 109,531 | $3M | 0.1% | 2026-Q1 |
| Trek Financial, LLC added | 109,419 | $3M | 0.1% | 2026-Q1 |
| K2 Financial Inc. added | 104,664 | $3M | 0.1% | 2026-Q1 |
| Manske Wealth Management added | 98,758 | $2M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 95,314 | $2M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 93,314 | $2M | 0.1% | 2026-Q1 |
| Vise Technologies, Inc. | 111,891 | $2M | 0.1% | 2026-Q1 |
| Compass Financial Group, Inc. trimmed | 87,311 | $2M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 85,388 | $2M | 0.1% | 2026-Q1 |
| Ramiah Investment Group added | 75,754 | $2M | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 65,422 | $2M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 64,850 | $2M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 64,506 | $2M | 0.1% | 2026-Q1 |
| UBS Group AG added | 63,816 | $2M | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC added | 63,111 | $2M | 0.1% | 2026-Q1 |
| Csenge Advisory Group added | 62,122 | $2M | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 61,400 | $1M | 0.1% | 2026-Q1 |
| Vident Advisory, LLC added | 57,999 | $1M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 57,747 | $1M | 0.1% | 2026-Q1 |
| GREAT LAKES ADVISORS, LLC trimmed | 1,454,571 | $30M | 1.4% | 2025-Q2 stale |
| JANE STREET GROUP, LLC added | 825,366 | $18M | 0.8% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 587,790 | $13M | 0.6% | 2025-Q3 stale |
| Penserra Capital Management LLC trimmed | 642,898 | $13M | 0.6% | 2025-Q4 stale |
| Williams Financial, LLC new | 392,307 | $8M | 0.4% | 2025-Q1 stale |
| Bank of New York Mellon Corp new | 355,949 | $7M | 0.3% | 2025-Q4 stale |
| Graham Capital Management, L.P. new | 350,000 | $7M | 0.3% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC added | 292,403 | $6M | 0.3% | 2025-Q1 stale |
| AlphaStar Capital Management, LLC added | 164,769 | $3M | 0.2% | 2025-Q2 stale |
| MACQUARIE GROUP LTD trimmed | 142,654 | $3M | 0.1% | 2025-Q3 stale |
| Yong Rong (HK) Asset Management Ltd new | 150,000 | $3M | 0.1% | 2025-Q4 stale |
| PITCAIRN CO trimmed | 127,501 | $3M | 0.1% | 2025-Q3 stale |
| Black Swift Group, LLC added | 120,310 | $3M | 0.1% | 2025-Q1 stale |
| Orion Portfolio Solutions, LLC trimmed | 97,847 | $2M | 0.1% | 2025-Q1 stale |
| Rock Creek Group, LP added | 77,664 | $2M | 0.1% | 2025-Q1 stale |
| TWIN FOCUS CAPITAL PARTNERS, LLC new | 66,100 | $1M | 0.1% | 2025-Q1 stale |
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.