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Institutional Ownership · SEC Form 13F

Who owns BCTK


Which tracked institutional funds hold BCTK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BCTK company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

27
Institutional holders
3M
Shares held (tracked funds)

How the tape is positioned

4 tracked funds added or opened BCTK while 7 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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

BCTK’s largest tracked holder by dollar value, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in BCTK 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 27 tracked filers holding BCTK, 17 increased or opened the position and 14 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 BCTK 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 2

  • CITADEL ADVISORS LLC$2M
  • Lido Advisors, LLC$1M

Full exits 3

  • JANE STREET GROUP, LLC$837K
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$614K
  • Pursuit Wealth Management LLC$509K

Largest adds

  • LPL Financial LLC$1M
  • VestGen Advisors, LLC$683K

Largest trims

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$954K
  • Orion Porfolio Solutions, LLC$698K
  • OSAIC HOLDINGS, INC.$688K
  • COMMONWEALTH EQUITY SERVICES, LLC$633K

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).

FundSharesReported value% of valueQuarter
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added2,159,817$50M61.8%2026-Q1
LPL Financial LLC added303,162$7M8.7%2026-Q1
VestGen Advisors, LLC added178,297$5M6.3%2026-Q1
MADDEN SECURITIES Corp added129,815$3M3.7%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed113,697$3M3.3%2026-Q1
Western Pacific Wealth Management, LP added92,113$2M2.6%2026-Q1
CITADEL ADVISORS LLC new70,420$2M2.0%2026-Q1
Lido Advisors, LLC new60,245$1M1.7%2026-Q1
Joseph P. Lucia & Associates, LLC added40,295$940K1.2%2026-Q1
Zuckerman Investment Group, LLC30,683$716K0.9%2026-Q1
Orion Porfolio Solutions, LLC trimmed29,664$692K0.8%2026-Q1
OSAIC HOLDINGS, INC. trimmed29,576$690K0.8%2026-Q1
Essex Financial Services, Inc. trimmed21,040$491K0.6%2026-Q1
Rollins Financial Advisors, LLC new20,743$484K0.6%2026-Q1
Procyon Advisors, LLC new15,767$368K0.5%2026-Q1
Cambridge Investment Research Advisors, Inc. added15,133$353K0.4%2026-Q1
CHOREO, LLC8,828$206K0.3%2026-Q1
MORGAN STANLEY added8,708$203K0.2%2026-Q1
A&I FINANCIAL SERVICES, LLC8,641$202K0.2%2026-Q1
KERR FINANCIAL PLANNING Corp trimmed4,917$131K0.2%2026-Q1
FIFTH THIRD BANCORP new3,998$93K0.1%2026-Q1
CWM, LLC3,817$89K0.1%2026-Q1
FMR LLC trimmed1,431$33K0.0%2026-Q1
Key Financial Inc new1,000$23K0.0%2026-Q1
COUNTRY TRUST BANK new631$15K0.0%2026-Q1
Arax Advisory Partners new487$11K0.0%2026-Q1
Western Wealth Management, LLC new142$3K0.0%2026-Q1
JANE STREET GROUP, LLC new33,314$837K1.0%2025-Q4 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP new24,430$614K0.8%2025-Q4 stale
Pursuit Wealth Management LLC new20,246$509K0.6%2025-Q4 stale
HC Advisors, LLC new9,023$227K0.3%2025-Q4 stale
COMERICA BANK new2,220$56K0.1%2025-Q4 stale
Global Retirement Partners, LLC new1,257$32K0.0%2025-Q4 stale
ASSETMARK, INC new175$4K0.0%2025-Q4 stale
UBS Group AG new17$4270.0%2025-Q4 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.

HoldersTotal shares

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.

Learn how to read institutional ownership