Who owns BCP Investment (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-Q2 13F filings (latest filed 2026-08-14). 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
2 tracked funds added or opened BCIC while 1 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
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 2026-Q1 and 2026-Q2, across 42 tracked filers holding BCIC, 17 increased or opened the position and 27 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 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.
Full exits 1
- PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$887K
Largest adds
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$501K
- MARSHALL WACE, LLP$261K
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 | 16.6% | 2026-Q2 |
| JB CAPITAL PARTNERS LP added | 197,036 | $1M | 8.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 157,910 | $1M | 7.0% | 2026-Q2 |
| MARSHALL WACE, LLP added | 98,879 | $720K | 4.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 94,495 | $688K | 4.1% | 2026-Q2 |
| Legal & General Group Plc | 93,881 | $683K | 4.1% | 2026-Q2 |
| Founders Financial Alliance, LLC trimmed | 80,706 | $588K | 3.5% | 2026-Q2 |
| Curi Capital, LLC added | 65,000 | $473K | 2.9% | 2026-Q2 |
| GABLES CAPITAL MANAGEMENT INC. trimmed | 46,531 | $339K | 2.0% | 2026-Q2 |
| Triumph Capital Management new | 41,562 | $303K | 1.8% | 2026-Q2 |
| Virtus Investment Advisers, LLC added | 39,887 | $290K | 1.8% | 2026-Q2 |
| Trexquant Investment LP added | 38,986 | $284K | 1.7% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 33,515 | $244K | 1.5% | 2026-Q2 |
| XTX Topco Ltd added | 32,411 | $236K | 1.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 26,783 | $195K | 1.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 23,157 | $169K | 1.0% | 2026-Q2 |
| DELTEC ASSET MANAGEMENT LLC | 22,222 | $162K | 1.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 21,473 | $156K | 0.9% | 2026-Q2 |
| Accordant Advisory Group Inc | 16,060 | $117K | 0.7% | 2026-Q2 |
| Closed-End Fund Advisors, Inc. added | 13,265 | $97K | 0.6% | 2026-Q2 |
| LPL Financial LLC added | 12,502 | $91K | 0.5% | 2026-Q2 |
| Ethos Financial Group, LLC trimmed | 11,038 | $80K | 0.5% | 2026-Q2 |
| UBS Group AG added | 10,912 | $79K | 0.5% | 2026-Q2 |
| Perigon Wealth Management, LLC | 10,500 | $76K | 0.5% | 2026-Q2 |
| Eagle Point Credit Management LLC | 3,634 | $26K | 0.2% | 2026-Q2 |
| Nova Wealth Management, Inc. | 2,540 | $18K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 2,224 | $16K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 1,468 | $11K | 0.1% | 2026-Q2 |
| Daytona Street Capital LLC | 1,372 | $10K | 0.1% | 2026-Q2 |
| Burk Holdings LLC | 1,200 | $9K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,129 | $8K | 0.0% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. new | 1,009 | $7K | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC | 1,000 | $7K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 875 | $6K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 719 | $5K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 457 | $3K | 0.0% | 2026-Q2 |
| Community Financial Services Group, LLC | 127 | $936 | 0.0% | 2026-Q2 |
| Golden State Wealth Management, LLC | 100 | $728 | 0.0% | 2026-Q2 |
| Larson Financial Group LLC | 99 | $721 | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 45 | $326 | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 40 | $292 | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd added | 9 | $66 | 0.0% | 2026-Q2 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. trimmed | 117,950 | $887K | 5.3% | 2026-Q1 stale (1 quarter behind) |
| GatePass Capital, LLC trimmed | 39,700 | $299K | 1.8% | 2026-Q1 stale (1 quarter behind) |
| BI Asset Management Fondsmaeglerselskab A/S | 27,714 | $208K | 1.3% | 2026-Q1 stale (1 quarter behind) |
| TWO SIGMA INVESTMENTS, LP trimmed | 25,344 | $191K | 1.1% | 2026-Q1 stale (1 quarter behind) |
| MILLENNIUM MANAGEMENT LLC trimmed | 24,255 | $182K | 1.1% | 2026-Q1 stale (1 quarter behind) |
| Vident Advisory, LLC new | 23,066 | $173K | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Marex Group plc trimmed | 12,722 | $96K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Jump Financial, LLC trimmed | 10,600 | $80K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Redhawk Wealth Advisors, Inc. trimmed | 10,204 | $77K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 10,212 | $76K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| BNP PARIBAS FINANCIAL MARKETS added | 3,152 | $24K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| DHJJ Financial Advisors, Ltd. new | 404 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC trimmed | 75 | $564 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 30 | $226 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BlackRock, Inc. | 9 | $68 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Allworth Financial LP new | 3 | $24 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| OXFORD ASSET MANAGEMENT LLP new | 24,257 | $287K | 1.7% | 2025-Q4 stale (2 quarters behind) |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 24,018 | $284K | 1.7% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC new | 21,292 | $252K | 1.5% | 2025-Q4 stale (2 quarters behind) |
| Cruiser Capital Advisors, LLC | 20,435 | $242K | 1.5% | 2025-Q4 stale (2 quarters behind) |
| TWO SIGMA ADVISERS, LP trimmed | 19,300 | $228K | 1.4% | 2025-Q4 stale (2 quarters behind) |
| Laurel Wealth Advisors LLC new | 7,093 | $84K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Arlington Trust Co LLC trimmed | 2,468 | $29K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Newbridge Financial Services Group, Inc. | 88 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FLAGSHIP WEALTH ADVISORS, LLC new | 534 | $6K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| PNC Financial Services Group, Inc. new | 20 | $230 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Squarepoint Ops LLC new | 45,870 | $574K | 3.5% | 2025-Q2 stale (4 quarters behind) |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 33,162 | $415K | 2.5% | 2025-Q2 stale (4 quarters behind) |
| WINNOW WEALTH LLC new | 16,060 | $201K | 1.2% | 2025-Q2 stale (4 quarters behind) |
| RITHOLTZ WEALTH MANAGEMENT added | 10,643 | $133K | 0.8% | 2025-Q2 stale (4 quarters behind) |
| HARBOUR INVESTMENTS, INC. | 1,070 | $13K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Community Bank, N.A. new | 3 | $37 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 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.