Who owns 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-Q2 13F filings (latest filed 2026-08-18). 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
39 tracked funds added or opened BCI while 58 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
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 0.1% of theirs — a 0.0pp 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 2026-Q1 and 2026-Q2, across 203 tracked filers holding BCI, 121 increased or opened the position and 94 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 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 9
- Arax Advisory Partners$16M
- BANK OF MONTREAL /CAN/$5M
- Advyzon Investment Management, LLC$2M
- Clarity Retirement & Wealth, LLC$2M
- Arkadios Wealth Advisors$2M
- Pacific Excel Wealth Advisors, Inc.$2M
Full exits 22
- iA Global Asset Management Inc.$12M
- RETIREMENT FINANCIAL SOLUTIONS, LLC$11M
- TSG Advice Partners, LLC$8M
- Sollinda Capital Management LLC$5M
- Clear Creek Financial Management, LLC$4M
- Wall Street Financial Group, Inc.$4M
Largest adds
- Empowered Funds, LLC$33M
- Abundance Wealth Counselors$30M
- LTS Liquid Investments LLC$10M
- New York Life Investment Management LLC$8M
- BANK OF AMERICA CORP /DE/$8M
- FMR LLC$7M
Largest trims
- WELLS FARGO & COMPANY/MN$204M
- SEI INVESTMENTS CO$32M
- MCF Advisors LLC$24M
- ARMSTRONG ADVISORY GROUP, INC$9M
- CITADEL ADVISORS LLC$9M
- PRINCIPAL FINANCIAL GROUP INC$8M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN trimmed | 17,458,091 | $390M | 20.9% | 2026-Q2 |
| Metis Global Partners, LLC added | 13,673,094 | $305M | 16.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 10,197,428 | $228M | 12.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 4,524,311 | $101M | 5.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 3,989,336 | $89M | 4.8% | 2026-Q2 |
| Abundance Wealth Counselors added | 3,068,432 | $69M | 3.7% | 2026-Q2 |
| MORGAN STANLEY added | 2,356,178 | $53M | 2.8% | 2026-Q2 |
| NEPC LLC | 2,308,438 | $52M | 2.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,971,939 | $44M | 2.4% | 2026-Q2 |
| Empowered Funds, LLC added | 1,858,368 | $42M | 2.2% | 2026-Q2 |
| Cresset Asset Management, LLC added | 1,383,073 | $31M | 1.7% | 2026-Q2 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 938,100 | $21M | 1.1% | 2026-Q2 |
| Payne Capital Management, LLC added | 934,217 | $21M | 1.1% | 2026-Q2 |
| Financial & Tax Architects, LLC trimmed | 917,652 | $21M | 1.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 892,770 | $20M | 1.1% | 2026-Q2 |
| LTS Liquid Investments LLC added | 810,918 | $18M | 1.0% | 2026-Q2 |
| Arax Advisory Partners new | 731,584 | $16M | 0.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 655,516 | $15M | 0.8% | 2026-Q2 |
| New York Life Investment Management LLC added | 604,377 | $14M | 0.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 570,658 | $13M | 0.7% | 2026-Q2 |
| Savvy Advisors, Inc. added | 559,713 | $13M | 0.7% | 2026-Q2 |
| MASON STREET ADVISORS, LLC added | 540,495 | $12M | 0.6% | 2026-Q2 |
| Bangor Savings Bank added | 500,930 | $11M | 0.6% | 2026-Q2 |
| Disciplina Capital Management LLC added | 494,619 | $11M | 0.6% | 2026-Q2 |
| Chandler Asset Management, Inc. added | 414,175 | $9M | 0.5% | 2026-Q2 |
| Independence Wealth Advisors, LLC added | 413,098 | $9M | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 412,183 | $9M | 0.5% | 2026-Q2 |
| RS CRUM INC. added | 411,352 | $9M | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 407,498 | $9M | 0.5% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 359,032 | $8M | 0.4% | 2026-Q2 |
| Upper Left Wealth Management, LLC trimmed | 355,096 | $8M | 0.4% | 2026-Q2 |
| Avestar Capital, LLC added | 349,204 | $8M | 0.4% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 338,942 | $8M | 0.4% | 2026-Q2 |
| Investment Research Partners LLC added | 338,083 | $8M | 0.4% | 2026-Q2 |
| FMR LLC added | 333,550 | $7M | 0.4% | 2026-Q2 |
| KINTRA WEALTH, LLC trimmed | 310,782 | $8M | 0.4% | 2026-Q2 |
| Foguth Wealth Management, LLC. added | 297,857 | $7M | 0.4% | 2026-Q2 |
| US BANCORP \DE\ added | 294,547 | $7M | 0.4% | 2026-Q2 |
| ALLSTREET CAPITAL ADVISORS LLC added | 289,606 | $6M | 0.3% | 2026-Q2 |
| Accordant Advisory Group Inc added | 273,752 | $6M | 0.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. | 268,730 | $7M | 0.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 262,491 | $6M | 0.3% | 2026-Q2 |
| S. R. Schill & Associates trimmed | 238,394 | $5M | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ new | 230,648 | $5M | 0.3% | 2026-Q2 |
| Plan A Wealth LLC added | 215,854 | $5M | 0.3% | 2026-Q2 |
| Resonant Capital Advisors, LLC trimmed | 208,595 | $5M | 0.2% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 206,367 | $5M | 0.2% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 183,884 | $4M | 0.2% | 2026-Q2 |
| Pitcairn Wealth Advisors LLC trimmed | 164,987 | $4M | 0.2% | 2026-Q2 |
| Versant Capital Management, Inc | 158,262 | $4M | 0.2% | 2026-Q2 |
| SigFig Wealth Management, LLC added | 155,594 | $3M | 0.2% | 2026-Q2 |
| MCF Advisors LLC trimmed | 153,970 | $3M | 0.2% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 144,966 | $3M | 0.2% | 2026-Q2 |
| Aldebaran Capital, LLC trimmed | 141,576 | $3M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 133,618 | $3M | 0.2% | 2026-Q2 |
| INVESTED ADVISORS added | 124,050 | $3M | 0.1% | 2026-Q2 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC trimmed | 120,751 | $3M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 119,880 | $3M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 117,743 | $3M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 114,774 | $3M | 0.1% | 2026-Q2 |
| Avail Investment Partners, LLC added | 110,511 | $2M | 0.1% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 110,314 | $2M | 0.1% | 2026-Q2 |
| Blue Trust, Inc. trimmed | 109,976 | $2M | 0.1% | 2026-Q2 |
| Manske Wealth Management added | 107,600 | $2M | 0.1% | 2026-Q2 |
| Csenge Advisory Group added | 103,800 | $2M | 0.1% | 2026-Q2 |
| K2 Financial Inc. trimmed | 100,482 | $2M | 0.1% | 2026-Q2 |
| Apella Capital, LLC trimmed | 92,067 | $2M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 86,644 | $2M | 0.1% | 2026-Q2 |
| Advyzon Investment Management, LLC new | 82,145 | $2M | 0.1% | 2026-Q2 |
| Clarity Retirement & Wealth, LLC new | 82,126 | $2M | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors new | 79,362 | $2M | 0.1% | 2026-Q2 |
| Heritage Family Offices, LLP added | 77,454 | $2M | 0.1% | 2026-Q2 |
| Pacific Excel Wealth Advisors, Inc. new | 77,454 | $2M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 74,880 | $2M | 0.1% | 2026-Q2 |
| Ramiah Investment Group trimmed | 72,946 | $2M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 68,867 | $2M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 66,116 | $1M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 64,773 | $1M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 63,337 | $1M | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 60,805 | $1M | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 60,724 | $1M | 0.1% | 2026-Q2 |
| Creative Planning added | 58,964 | $1M | 0.1% | 2026-Q2 |
| Comprehensive Money Management Services LLC trimmed | 55,056 | $1M | 0.1% | 2026-Q2 |
| NewEdge Wealth, LLC added | 53,048 | $1M | 0.1% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. added | 52,272 | $1M | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 52,022 | $1M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 50,594 | $1M | 0.1% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC | 48,531 | $1M | 0.1% | 2026-Q2 |
| Boston Standard Wealth Management, LLC | 46,616 | $1M | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 45,126 | $1M | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 44,047 | $984K | 0.1% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 43,649 | $975K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 41,742 | $933K | 0.0% | 2026-Q2 |
| Mason & Associates Inc new | 39,732 | $888K | 0.0% | 2026-Q2 |
| HENGEHOLD CAPITAL MANAGEMENT LLC trimmed | 39,476 | $882K | 0.0% | 2026-Q2 |
| CITY NATIONAL BANK OF FLORIDA /MSD new | 38,696 | $864K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 37,931 | $847K | 0.0% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC added | 37,432 | $840K | 0.0% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 36,322 | $811K | 0.0% | 2026-Q2 |
| Savant Capital, LLC new | 34,141 | $797K | 0.0% | 2026-Q2 |
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.