Who owns BCP Investment Corporation (BCIC)
Which tracked institutional funds hold BCIC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BCIC company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
The tracked-fund tape on BCIC is one-sided between 2025-Q4 and 2026-Q1: 0 added or opened and 11 trimmed or exited — on balance reducing.
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
BCIC’s largest tracked holder by dollar value, Bulldog Investors, LLP, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BCIC 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 53 tracked filers holding BCIC, 22 increased or opened the position and 24 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 BCIC 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.
Full exits 1
- CITADEL ADVISORS LLC$586K
Largest trims
- PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$3M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
- Bulldog Investors, LLP$2M
- TWO SIGMA INVESTMENTS, LP$1M
- JB CAPITAL PARTNERS LP$737K
- MARSHALL WACE, LLP$736K
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 |
|---|---|---|---|---|
| Bulldog Investors, LLP | 378,412 | $3M | 17.3% | 2026-Q1 |
| JB CAPITAL PARTNERS LP | 167,447 | $1M | 7.6% | 2026-Q1 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. trimmed | 117,950 | $887K | 5.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 105,417 | $793K | 4.8% | 2026-Q1 |
| Legal & General Group Plc | 93,881 | $706K | 4.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 86,753 | $663K | 4.0% | 2026-Q1 |
| Founders Financial Alliance, LLC trimmed | 83,017 | $624K | 3.8% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 61,026 | $459K | 2.8% | 2026-Q1 |
| GABLES CAPITAL MANAGEMENT INC. trimmed | 47,071 | $354K | 2.2% | 2026-Q1 |
| GatePass Capital, LLC trimmed | 39,700 | $299K | 1.8% | 2026-Q1 |
| Curi Capital, LLC | 37,800 | $284K | 1.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 37,061 | $279K | 1.7% | 2026-Q1 |
| Virtus Investment Advisers, LLC trimmed | 32,830 | $247K | 1.5% | 2026-Q1 |
| MORGAN STANLEY added | 29,947 | $225K | 1.4% | 2026-Q1 |
| BI Asset Management Fondsmaeglerselskab A/S | 27,714 | $208K | 1.3% | 2026-Q1 |
| XTX Topco Ltd added | 25,570 | $192K | 1.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 25,344 | $191K | 1.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 24,255 | $182K | 1.1% | 2026-Q1 |
| Trexquant Investment LP added | 23,456 | $176K | 1.1% | 2026-Q1 |
| Vident Advisory, LLC new | 23,066 | $173K | 1.1% | 2026-Q1 |
| DELTEC ASSET MANAGEMENT LLC | 22,222 | $167K | 1.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 21,447 | $161K | 1.0% | 2026-Q1 |
| Ethos Financial Group, LLC | 12,320 | $146K | 0.9% | 2026-Q1 |
| Accordant Advisory Group Inc | 16,060 | $121K | 0.7% | 2026-Q1 |
| Marex Group plc trimmed | 12,722 | $96K | 0.6% | 2026-Q1 |
| LPL Financial LLC added | 11,350 | $85K | 0.5% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. trimmed | 10,615 | $80K | 0.5% | 2026-Q1 |
| Jump Financial, LLC trimmed | 10,600 | $80K | 0.5% | 2026-Q1 |
| Perigon Wealth Management, LLC | 10,500 | $79K | 0.5% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. trimmed | 10,204 | $77K | 0.5% | 2026-Q1 |
| HRT FINANCIAL LP new | 10,212 | $76K | 0.5% | 2026-Q1 |
| UBS Group AG added | 6,116 | $46K | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 4,796 | $36K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 3,734 | $28K | 0.2% | 2026-Q1 |
| Eagle Point Credit Management LLC | 3,634 | $27K | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 3,152 | $24K | 0.1% | 2026-Q1 |
| Nova Wealth Management, Inc. | 2,540 | $19K | 0.1% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 2,264 | $17K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 1,868 | $14K | 0.1% | 2026-Q1 |
| Daytona Street Capital LLC | 1,372 | $10K | 0.1% | 2026-Q1 |
| Burk Holdings LLC new | 1,200 | $9K | 0.1% | 2026-Q1 |
| SIGNATUREFD, LLC | 1,000 | $8K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 876 | $7K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 457 | $3K | 0.0% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. new | 404 | $3K | 0.0% | 2026-Q1 |
| Community Financial Services Group, LLC new | 127 | $959 | 0.0% | 2026-Q1 |
| Golden State Wealth Management, LLC trimmed | 100 | $752 | 0.0% | 2026-Q1 |
| Larson Financial Group LLC | 99 | $744 | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 75 | $564 | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 30 | $226 | 0.0% | 2026-Q1 |
| BlackRock, Inc. | 9 | $68 | 0.0% | 2026-Q1 |
| Allworth Financial LP new | 3 | $24 | 0.0% | 2026-Q1 |
| Caitong International Asset Management Co., Ltd new | 2 | $15 | 0.0% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 44,809 | $643K | 3.9% | 2025-Q1 stale |
| CITADEL ADVISORS LLC added | 49,554 | $586K | 3.6% | 2025-Q4 stale |
| Squarepoint Ops LLC trimmed | 45,870 | $574K | 3.5% | 2025-Q2 stale |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 33,162 | $415K | 2.5% | 2025-Q2 stale |
| OXFORD ASSET MANAGEMENT LLP new | 24,257 | $287K | 1.7% | 2025-Q4 stale |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 24,018 | $284K | 1.7% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 21,292 | $252K | 1.5% | 2025-Q4 stale |
| Cruiser Capital Advisors, LLC | 20,435 | $242K | 1.5% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP trimmed | 19,300 | $228K | 1.4% | 2025-Q4 stale |
| WINNOW WEALTH LLC new | 16,060 | $201K | 1.2% | 2025-Q2 stale |
| RITHOLTZ WEALTH MANAGEMENT added | 10,643 | $133K | 0.8% | 2025-Q2 stale |
| Laurel Wealth Advisors LLC new | 7,093 | $84K | 0.5% | 2025-Q4 stale |
| Arlington Trust Co LLC trimmed | 2,468 | $29K | 0.2% | 2025-Q4 stale |
| HARBOUR INVESTMENTS, INC. | 1,070 | $13K | 0.1% | 2025-Q2 stale |
| FLAGSHIP WEALTH ADVISORS, LLC new | 534 | $6K | 0.0% | 2025-Q3 stale |
| Newbridge Financial Services Group, Inc. | 88 | $1K | 0.0% | 2025-Q4 stale |
| Stephens Consulting, LLC | 24 | $345 | 0.0% | 2025-Q1 stale |
| PNC Financial Services Group, Inc. trimmed | 20 | $230 | 0.0% | 2025-Q3 stale |
| Community Bank, N.A. new | 3 | $37 | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.